On this page, we present all of the funds holding SWZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SWZ, with a link to that fund's top holdings. The next columns indicate the amount of SWZ stock held by each of the funds holding SWZ, followed by the SWZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 33 funds holding SWZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Allspring Global Investments Holdings LLC. For more details on the positions held by Allspring Global Investments Holdings LLC (or by any of the other funds holding SWZ), click the fund name in the "Holder" column of the funds-holding-SWZ table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Allspring Global Investments Holdings LLC	2,025,955	$16,066	03/31/2024
SWZ	2,025,955	$16,066	03/31/2024
Lazard Asset Management LLC	789,546	$6,474	12/31/2023
SWZ	789,546	$6,474	12/31/2023
1607 Capital Partners LLC	349,903	$2,869	12/31/2023
SWZ	349,903	$2,869	12/31/2023
CSS LLC IL	298,083	$2,444	12/31/2023
SWZ	298,083	$2,444	12/31/2023
Shaker Financial Services LLC	288,658	$2,367	12/31/2023
SWZ	288,658	$2,367	12/31/2023
Gardner Russo & Gardner LLC	270,504	$2,218	12/31/2023
SWZ	270,504	$2,218	12/31/2023
Bulldog Investors LLC	237,952	$1,951	12/31/2023
SWZ	237,952	$1,951	12/31/2023
Karpus Management Inc.	182,830	$1,499	12/31/2023
SWZ	182,830	$1,499	12/31/2023
Commonwealth Equity Services LLC	129,824	$1,065	12/31/2023
SWZ	129,824	$1,065	12/31/2023
Morgan Stanley	93,284	$765	12/31/2023
SWZ	93,284	$765	12/31/2023
Blue Bell Private Wealth Management LLC	91,922	$754	12/31/2023
SWZ	91,922	$754	12/31/2023
UBS Group AG	90,215	$740	12/31/2023
SWZ	90,215	$740	12/31/2023
Uncommon Cents Investing LLC	89,644	$735	12/31/2023
SWZ	89,644	$735	12/31/2023
City of London Investment Management Co. Ltd.	75,051	$615	12/31/2023
SWZ	75,051	$615	12/31/2023
Envestnet Asset Management Inc.	53,214	$436	12/31/2023
SWZ	53,214	$436	12/31/2023
CNH Partners LLC	32,979	$270	12/31/2023
SWZ	32,979	$270	12/31/2023
SageView Advisory Group LLC	31,900	$257	12/31/2023
SWZ	31,900	$257	12/31/2023
Wolverine Asset Management LLC	29,892	$245	12/31/2023
SWZ	29,892	$245	12/31/2023
Dynamic Advisor Solutions LLC	23,072	$183	03/31/2024
SWZ	23,072	$183	03/31/2024
Gamco Investors INC. ET AL	16,048	$132	12/31/2023
SWZ	16,048	$132	12/31/2023
Capital Investment Counsel Inc	14,961	$123	12/31/2023
SWZ	14,961	$123	12/31/2023
Landscape Capital Management L.L.C.	13,795	$113	12/31/2023
SWZ	13,795	$113	12/31/2023
Kestra Advisory Services LLC	12,876	$106	12/31/2023
SWZ	12,876	$106	12/31/2023
LPL Financial LLC	10,756	$88	12/31/2023
SWZ	10,756	$88	12/31/2023
Wells Fargo & Company MN	9,124	$75	12/31/2023
SWZ	9,124	$75	12/31/2023
Winmill & CO. Inc.	3,270	$27	12/31/2023
SWZ	3,270	$27	12/31/2023
Bank of America Corp DE	3,217	$26	12/31/2023
SWZ	3,217	$26	12/31/2023
JPMorgan Chase & Co.	2,581	$21	12/31/2023
SWZ	2,581	$21	12/31/2023
Advisor Group Holdings Inc.	2,529	$21	12/31/2023
SWZ	2,529	$21	12/31/2023
Ancora Advisors LLC	1,068	$9	12/31/2023
SWZ	1,068	$9	12/31/2023
North Star Investment Management Corp.	951	$8	12/31/2023
SWZ	951	$8	12/31/2023
CWM LLC	835	$7	03/31/2024
SWZ	835	$7	03/31/2024
Royal Bank of Canada	708	$6	12/31/2023
SWZ	708	$6	12/31/2023
Proequities Inc.	0	$0	12/31/2023
SWZ	0	$0	12/31/2023

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

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SWZ — Performance