HoldingsChannel.com
Funds Holding SWBI

On this page, we present all of the funds holding SWBI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SWBI, with a link to that fund's top holdings. The next columns indicate the amount of SWBI stock held by each of the funds holding SWBI, followed by the SWBI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 180 funds holding SWBI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding SWBI), click the fund name in the "Holder" column of the funds-holding-SWBI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.4,385,051$59,461 12/31/2023
     SWBI4,385,051$59,461 12/31/2023
Vanguard Group Inc.3,569,987$48,409 12/31/2023
     SWBI3,569,987$48,409 12/31/2023
Dimensional Fund Advisors LP3,008,681$40,798 12/31/2023
     SWBI3,008,681$40,798 12/31/2023
Renaissance Technologies LLC2,669,209$36,194 12/31/2023
     SWBI2,669,209$36,194 12/31/2023
UBS Group AG2,067,462$28,035 12/31/2023
     SWBI2,067,462$28,035 12/31/2023
Geode Capital Management LLC1,009,698$13,693 12/31/2023
     SWBI1,009,698$13,693 12/31/2023
Charles Schwab Investment Management Inc.990,925$13,437 12/31/2023
     SWBI990,925$13,437 12/31/2023
State Street Corp969,604$13,263 12/31/2023
     SWBI969,604$13,263 12/31/2023
Punch Card Management L.P.840,038$11,391 12/31/2023
     SWBI840,038$11,391 12/31/2023
Goldman Sachs Group Inc.715,401$9,701 12/31/2023
     SWBI715,401$9,701 12/31/2023
American Century Companies Inc.659,465$8,942 12/31/2023
     SWBI659,465$8,942 12/31/2023
Bank of New York Mellon Corp503,648$6,829 12/31/2023
     SWBI503,648$6,829 12/31/2023
Northern Trust Corp408,416$5,538 12/31/2023
     SWBI408,416$5,538 12/31/2023
LSV Asset Management399,200$5,413 12/31/2023
     SWBI399,200$5,413 12/31/2023
Bank of America Corp DE $4,977 12/31/2023
     Call301,500$4,088 12/31/2023
     SWBI65,536$889 12/31/2023
Arrowstreet Capital Limited Partnership353,892$4,799 12/31/2023
     SWBI353,892$4,799 12/31/2023
Fund 1 Investments LLC353,217$4,790 12/31/2023
     SWBI353,217$4,790 12/31/2023
Russell Investments Group Ltd.242,727$3,291 12/31/2023
     SWBI242,727$3,291 12/31/2023
Morgan Stanley221,082$2,998 12/31/2023
     SWBI221,082$2,998 12/31/2023
PEAK6 Investments LLC $2,987 12/31/2023
     SWBI166,244$2,254 12/31/2023
     Call132,700$1,799 12/31/2023
     Put78,600$1,066 12/31/2023
Denali Advisors LLC164,116$2,849 03/31/2024
     SWBI164,116$2,849 03/31/2024
Bridgeway Capital Management Inc.204,534$2,773 12/31/2023
     SWBI204,534$2,773 12/31/2023
AMH Equity Ltd200,000$2,712 12/31/2023
     SWBI200,000$2,712 12/31/2023
Invesco Ltd.182,409$2,473 12/31/2023
     SWBI182,409$2,473 12/31/2023
Susquehanna International Group LLP $2,358 12/31/2023
     Call407,800$5,530 12/31/2023
     Put253,400$3,436 12/31/2023
     SWBI19,441$264 12/31/2023
Deprince Race & Zollo Inc.152,319$2,065 12/31/2023
     SWBI152,319$2,065 12/31/2023
JPMorgan Chase & Co.138,760$1,882 12/31/2023
     SWBI138,760$1,882 12/31/2023
Nuveen Asset Management LLC133,920$1,816 12/31/2023
     SWBI133,920$1,816 12/31/2023
Group One Trading L.P. $1,780 12/31/2023
     Call208,200$2,823 12/31/2023
     Put76,900$1,043 12/31/2023
Ancora Advisors LLC126,385$1,714 12/31/2023
     SWBI126,385$1,714 12/31/2023
Jane Street Group LLC $1,690 12/31/2023
     SWBI106,807$1,448 12/31/2023
     Call34,200$464 12/31/2023
     Put16,400$222 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund92,000$1,248 12/31/2023
     SWBI92,000$1,248 12/31/2023
Swiss National Bank90,850$1,232 12/31/2023
     SWBI90,850$1,232 12/31/2023
Squarepoint Ops LLC $1,223 12/31/2023
     Call145,500$1,973 12/31/2023
     Put94,300$1,279 12/31/2023
     SWBI39,024$529 12/31/2023
Victory Capital Management Inc.89,670$1,216 12/31/2023
     SWBI89,670$1,216 12/31/2023
Lesa Sroufe & Co87,842$1,191 12/31/2023
     SWBI87,842$1,191 12/31/2023
Barclays PLC83,357$1,131 12/31/2023
     SWBI83,357$1,131 12/31/2023
Cetera Advisor Networks LLC80,702$1,094 12/31/2023
     SWBI80,702$1,094 12/31/2023
Rhumbline Advisers79,298$1,075 12/31/2023
     SWBI79,298$1,075 12/31/2023
Aviance Capital Partners LLC57,740$1,002 03/31/2024
     SWBI57,740$1,002 03/31/2024
Royal Bank of Canada72,693$986 12/31/2023
     SWBI72,693$986 12/31/2023
Macquarie Group Ltd.67,800$919 12/31/2023
     SWBI67,800$919 12/31/2023
Credit Suisse AG64,219$871 12/31/2023
     SWBI64,219$871 12/31/2023
Tudor Investment Corp Et Al63,280$858 12/31/2023
     SWBI63,280$858 12/31/2023
Empowered Funds LLC60,231$817 12/31/2023
     SWBI60,231$817 12/31/2023
Roman Butler Fullerton & Co.55,132$733 12/31/2023
     SWBI55,132$733 12/31/2023
D. E. Shaw & Co. Inc.51,379$697 12/31/2023
     SWBI51,379$697 12/31/2023
Chesapeake Capital Corp IL45,575$618 12/31/2023
     SWBI45,575$618 12/31/2023
LPL Financial LLC45,380$615 12/31/2023
     SWBI45,380$615 12/31/2023
Legal & General Group Plc44,889$609 12/31/2023
     SWBI44,889$609 12/31/2023
Alliancebernstein L.P.42,935$582 12/31/2023
     SWBI42,935$582 12/31/2023
Unison Advisors LLC33,111$579 03/31/2024
     SWBI33,111$579 03/31/2024
Prospera Financial Services Inc42,451$576 12/31/2023
     SWBI42,451$576 12/31/2023
Cambridge Investment Research Advisors Inc.39,762$539 12/31/2023
     SWBI39,762$539 12/31/2023
Walleye Capital LLC $529 12/31/2023
     Call41,200$559 12/31/2023
     Put2,200$30 12/31/2023
Advisor Group Holdings Inc.35,871$486 12/31/2023
     SWBI35,871$486 12/31/2023
Wells Fargo & Company MN29,989$407 12/31/2023
     SWBI29,989$407 12/31/2023
Citigroup Inc.29,430$399 12/31/2023
     SWBI29,430$399 12/31/2023
Counterpoint Mutual Funds LLC22,588$392 03/31/2024
     SWBI22,588$392 03/31/2024
Commonwealth Equity Services LLC28,208$383 12/31/2023
     SWBI28,208$383 12/31/2023
Simplex Trading LLC $372 12/31/2023
     Call87,000$1,179 12/31/2023
     Put64,500$874 12/31/2023
     SWBI4,996$67 12/31/2023
UBS Asset Management Americas Inc.26,243$356 12/31/2023
     SWBI26,243$356 12/31/2023
Raymond James & Associates25,881$351 12/31/2023
     SWBI25,881$351 12/31/2023
SG Americas Securities LLC25,164$341 12/31/2023
     SWBI25,164$341 12/31/2023
MetLife Investment Management LLC24,152$328 12/31/2023
     SWBI24,152$328 12/31/2023
American International Group Inc.22,742$308 12/31/2023
     SWBI22,742$308 12/31/2023
Janus Henderson Group PLC22,423$304 12/31/2023
     SWBI22,423$304 12/31/2023
State of Wisconsin Investment Board22,276$302 12/31/2023
     SWBI22,276$302 12/31/2023
Larson Financial Group LLC21,594$293 12/31/2023
     SWBI21,594$293 12/31/2023
Deutsche Bank AG21,390$290 12/31/2023
     SWBI21,390$290 12/31/2023
ARP Americas LP20,628$280 12/31/2023
     SWBI20,628$280 12/31/2023
Verition Fund Management LLC20,231$274 12/31/2023
     SWBI20,231$274 12/31/2023
Mirae Asset Global Investments Co. Ltd.20,208$274 12/31/2023
     SWBI20,208$274 12/31/2023
Principal Financial Group Inc.19,451$264 12/31/2023
     SWBI19,451$264 12/31/2023
Voya Investment Management LLC19,334$262 12/31/2023
     SWBI19,334$262 12/31/2023
Cetera Investment Advisers19,238$261 12/31/2023
     SWBI19,238$261 12/31/2023
The Manufacturers Life Insurance Company 17,982$244 12/31/2023
     SWBI17,982$244 12/31/2023
Vident Advisory LLC17,779$241 12/31/2023
     SWBI17,779$241 12/31/2023
HRT Financial LP15,824$214 12/31/2023
     SWBI15,824$214 12/31/2023
Rafferty Asset Management LLC15,668$212 12/31/2023
     SWBI15,668$212 12/31/2023
Raymond James Financial Services Advisors Inc.15,388$209 12/31/2023
     SWBI15,388$209 12/31/2023
Wolverine Trading LLC $191 12/31/2023
     Call31,300$424 12/31/2023
     Put17,200$233 12/31/2023
Toroso Investments LLC14,073$191 12/31/2023
     SWBI14,073$191 12/31/2023
Graham Capital Management L.P.13,716$186 12/31/2023
     SWBI13,716$186 12/31/2023
GSA Capital Partners LLP13,685$186 12/31/2023
     SWBI13,685$186 12/31/2023
Virtu Financial LLC13,311$180 12/31/2023
     SWBI13,311$180 12/31/2023
State Board of Administration of Florida Retirement System13,110$178 12/31/2023
     SWBI13,110$178 12/31/2023
Jump Financial LLC13,000$176 12/31/2023
     SWBI13,000$176 12/31/2023
Arizona State Retirement System12,901$175 12/31/2023
     SWBI12,901$175 12/31/2023
Occudo Quantitative Strategies LP12,702$172 12/31/2023
     SWBI12,702$172 12/31/2023
Martingale Asset Management L P12,239$166 12/31/2023
     SWBI12,239$166 12/31/2023
Allspring Global Investments Holdings LLC9,256$161 03/31/2024
     SWBI9,256$161 03/31/2024
Penobscot Wealth Management11,723$159 12/31/2023
     SWBI11,723$159 12/31/2023
Tower Research Capital LLC TRC 11,393$154 12/31/2023
     SWBI11,393$154 12/31/2023
Price T Rowe Associates Inc. MD11,159$152 12/31/2023
     SWBI11,159$152 12/31/2023
Public Employees Retirement Association of Colorado10,863$147 12/31/2023
     COM10,863$147 12/31/2023
Van Hulzen Asset Management LLC10,858$147 12/31/2023
     SWBI10,858$147 12/31/2023
EMC Capital Management10,606$144 12/31/2023
     SWBI10,606$144 12/31/2023
Sherbrooke Park Advisers LLC10,395$141 12/31/2023
     SWBI10,395$141 12/31/2023
Truist Financial Corp10,347$140 12/31/2023
     SWBI10,347$140 12/31/2023
HighTower Advisors LLC10,394$140 12/31/2023
     SWBI10,394$140 12/31/2023
Kingsview Wealth Management LLC10,280$139 12/31/2023
     SWBI10,280$139 12/31/2023
Janney Montgomery Scott LLC10,143$138 12/31/2023
     SWBI10,143$138 12/31/2023
Mairs & Power Inc.10,000$136 12/31/2023
     SWBI10,000$136 12/31/2023
GTS Securities LLC $100 12/31/2023
     Call42,100$571 12/31/2023
     Put34,700$471 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 5,772$78 12/31/2023
     SWBI5,772$78 12/31/2023
FMR LLC5,468$74 12/31/2023
     SWBI5,468$74 12/31/2023
Great West Life Assurance Co. Can4,692$63 12/31/2023
     SWBI4,692$63 12/31/2023
Ameritas Investment Partners Inc.4,512$61 12/31/2023
     SWBI4,512$61 12/31/2023
Advisory Services Network LLC4,450$60 12/31/2023
     SWBI4,450$60 12/31/2023
Amalgamated Bank4,127$56 12/31/2023
     SWBI4,127$56 12/31/2023
Spire Wealth Management2,947$39 12/31/2023
     SWBI2,947$39 12/31/2023
CWM LLC2,195$38 03/31/2024
     SWBI2,195$38 03/31/2024
State of Wyoming2,798$38 12/31/2023
     SWBI2,798$38 12/31/2023
Metropolitan Life Insurance Co NY2,646$36 12/31/2023
     SWBI2,646$36 12/31/2023
Public Employees Retirement System of Ohio2,557$35 12/31/2023
     SWBI2,557$35 12/31/2023
Baldwin Brothers Inc. MA1,850$32 03/31/2024
     SWBI1,850$32 03/31/2024
SOA Wealth Advisors LLC.1,559$27 03/31/2024
     SWBI1,559$27 03/31/2024
Harbour Investments Inc.1,918$26 12/31/2023
     SWBI1,918$26 12/31/2023
US Bancorp DE1,693$23 12/31/2023
     SWBI1,693$23 12/31/2023
The PNC Financial Services Group Inc.1,548$21 12/31/2023
     SWBI1,548$21 12/31/2023
Comerica Bank1,500$20 12/31/2023
     SWBI1,500$20 12/31/2023
Rosenberg Matthew Hamilton1,497$20 12/31/2023
     SWBI1,497$20 12/31/2023
Estabrook Capital Management1,350$18 12/31/2023
     SWBI1,350$18 12/31/2023
IFP Advisors Inc1,350$18 12/31/2023
     SWBI1,350$18 12/31/2023
Fortis Group Advisors LLC1,348$18 12/31/2023
     SWBI1,348$18 12/31/2023
Carolinas Wealth Consulting LLC1,210$17 12/31/2023
     SWBI1,210$17 12/31/2023
ST Germain D J Co. Inc.800$14 03/31/2024
     SWBI800$14 03/31/2024
Proequities Inc. $14 12/31/2023
     SWBI1,010$14 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Peoples Bank KS700$12 03/31/2024
     SWBI700$12 03/31/2024
Baystate Wealth Management LLC870$12 12/31/2023
     SWBI870$12 12/31/2023
Benjamin F. Edwards & Company Inc.724$10 12/31/2023
     SWBI724$10 12/31/2023
Quadrant Capital Group LLC740$10 12/31/2023
     SWBI740$10 12/31/2023
Ronald Blue Trust Inc.804$10 12/31/2023
     SWBI804$10 12/31/2023
Headlands Technologies LLC698$9 12/31/2023
     SWBI698$9 12/31/2023
Scarborough Advisors LLC611$8 12/31/2023
     SWBI611$8 12/31/2023
NBC Securities Inc.433$7 03/31/2024
     SWBI433$7 03/31/2024
GAMMA Investing LLC403$7 03/31/2024
     SWBI403$7 03/31/2024
Allworth Financial LP534$7 12/31/2023
     SWBI534$7 12/31/2023
Steward Partners Investment Advisory LLC551$7 12/31/2023
     SWBI551$7 12/31/2023
Coppell Advisory Solutions LLC505$7 12/31/2023
     SWBI505$7 12/31/2023
Jamison Private Wealth Management Inc.531$7 12/31/2023
     SWBI531$7 12/31/2023
Tsfg LLC342$6 03/31/2024
     SWBI342$6 03/31/2024
Tower View Investment Management & Research LLC406$6 12/31/2023
     SWBI406$6 12/31/2023
Strategic Investment Solutions Inc. IL417$6 12/31/2023
     SWBI417$6 12/31/2023
Armstrong Advisory Group Inc.300$5 03/31/2024
     SWBI300$5 03/31/2024
First Manhattan Co.336$5 12/31/2023
     SWBI336$5 12/31/2023
Parallel Advisors LLC398$5 12/31/2023
     SWBI398$5 12/31/2023
Barrett & Company Inc.235$4 03/31/2024
     SWBI235$4 03/31/2024
National Bank of Canada FI300$4 12/31/2023
     SWBI300$4 12/31/2023
Winch Advisory Services LLC294$4 12/31/2023
     SWBI294$4 12/31/2023
RE Dickinson Investment Advisors LLC300$4 12/31/2023
     SWBI300$4 12/31/2023
Cape Investment Advisory Inc.264$4 12/31/2023
     SWBI264$4 12/31/2023
Northwestern Mutual Wealth Management Co.240$3 12/31/2023
     SWBI240$3 12/31/2023
Highlander Capital Management LLC200$3 12/31/2023
     SWBI200$3 12/31/2023
Archer Investment Corp200$3 12/31/2023
     SWBI200$3 12/31/2023
Rockbridge Investment Management LCC200$3 12/31/2023
     SWBI200$3 12/31/2023
Tradewinds Capital Management LLC100$2 03/31/2024
     SWBI100$2 03/31/2024
Principal Securities Inc.150$2 12/31/2023
     SWBI150$2 12/31/2023
Glassman Wealth Services168$2 12/31/2023
     SWBI168$2 12/31/2023
EverSource Wealth Advisors LLC161$2 12/31/2023
     SWBI161$2 12/31/2023
Westside Investment Management Inc.35$1 03/31/2024
     SWBI35$1 03/31/2024
Rise Advisors LLC72$1 03/31/2024
     SWBI72$1 03/31/2024
Gradient Investments LLC80$1 12/31/2023
     SWBI80$1 12/31/2023
Focused Wealth Management Inc76$1 12/31/2023
     SWBI76$1 12/31/2023
GWM Advisors LLC100$1 12/31/2023
     SWBI100$1 12/31/2023
HighMark Wealth Management LLC50$1 12/31/2023
     SWBI50$1 12/31/2023
Nemes Rush Group LLC62$1 12/31/2023
     SWBI62$1 12/31/2023
Cutler Group LP300$0 03/31/2024
     Put300$0 03/31/2024
Clearstead Advisors LLC29$0 12/31/2023
     SWBI29$0 12/31/2023
Nisa Investment Advisors LLC20$0 12/31/2023
     SWBI20$0 12/31/2023
Signaturefd LLC15$0 12/31/2023
     SWBI15$0 12/31/2023
Lindbrook Capital LLC1$0 12/31/2023
     SWBI1$0 12/31/2023
Nalls Sherbakoff Group LLC1$0 12/31/2023
     SWBI1$0 12/31/2023
Vermillion & White Wealth Management Group LLC23$0 12/31/2023
     SWBI23$0 12/31/2023
Covestor Ltd1$0 12/31/2023
     SWBI1$0 12/31/2023
ICA Group Wealth Management LLC24$0 12/31/2023
     SWBI24$0 12/31/2023
Farther Finance Advisors LLC6$0 12/31/2023
     SWBI6$0 12/31/2023
American Capital Advisory LLC2$0 12/31/2023
     SWBI2$0 12/31/2023
Walleye Trading LLC $-114 12/31/2023
     Put26,400$358 12/31/2023
     Call11,700$159 12/31/2023
     SWBI6,249$85 12/31/2023
Citadel Advisors LLC57,796$-1,058 12/31/2023
     Put274,400$3,721 12/31/2023
     Call138,600$1,879 12/31/2023
     SWBI57,796$784 12/31/2023

See Summary: Institutional Holders of SWBI
See Details: Top 10 Hedge Funds Holding SWBI
Also See: SWBI Insider Buying
Also See: SWBI Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree SWBI Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding SWBI | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.