SWP Growth & Income ETF (SWP)
ETF ยท Nasdaq
SWP Growth & Income ETF (SWP) is an exchange-traded fund listed on Nasdaq, where it has traded since September 24, 2024.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- September 24, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 5 institutions reported holding SWP, with 5.9 million shares worth $163.8 million in aggregate. The largest reported holder was Strategic Wealth Partners, Ltd, with 5.1 million shares worth $141.7 million. Of the 5 largest holders listed below, 1 opened a new position in SWP and 4 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Strategic Wealth Partners, Ltd | 5,084,437 | $142M | Added 5.53% |
| Brian Low Financial Group | 771,572 | $22M | Added 8.89% |
| Jane Street Group | 13,678 | $381K | Added 41.07% |
| Clearstead Advisors | 6,550 | $183K | New position |
| UBS Group | 1,174 | $33K | Added 839.2% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SWP?
SWP Growth & Income ETF (SWP) is an exchange-traded fund listed on Nasdaq, where it has traded since September 24, 2024.
Who are the largest institutional holders of SWP?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SWP were Strategic Wealth Partners, Ltd, Brian Low Financial Group and Jane Street Group.
How many institutions own SWP?
5 institutions reported a position in SWP for the quarter ended June 30, 2026, worth $163.8 million in total.
Did institutions buy or sell SWP last quarter?
Of the 5 largest reported holders, 1 opened a new position in SWP and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for SWP.
Every reported institutional holder, plus insider and congressional trades in SWP, on SentiSense.