SWZ Institutional Ownership
Top institutional (13F) holders of SWZ and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
8
Institutional value
$6.41M
Top holder
BANK OF AMERICA CORP /DE/
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Top holders
| Holder | Filed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/holding company | Aug 14, 2026 | $5.15M |
| GARDNER RUSSO & QUINN LLCinvestment advisor | Aug 13, 2026 | $580.1K |
| MORGAN STANLEYholding company | Aug 13, 2026 | $276.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | Aug 14, 2026 | $220K |
| WELLS FARGO & COMPANY/MNinvestment advisor | Aug 14, 2026 | $104.6K |
| UBS Group AGbank | Aug 13, 2026 | $68.9K |
| JPMORGAN CHASE & COholding company | Aug 12, 2026 | $10.2K |
| ROYAL BANK OF CANADAholding company | May 15, 2026 | $1K |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
No current 5%+ holders of SWZ on file.
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.