HoldingsChannel.com
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Cerity Partners LLC | 2,477,351 | $65,800 | 12/31/2023 |
| SWAN | 2,477,351 | $65,800 | 12/31/2023 |
| Advisor Group Holdings Inc. | 511,070 | $13,574 | 12/31/2023 |
| SWAN | 511,070 | $13,574 | 12/31/2023 |
| GWM Advisors LLC | 225,175 | $5,981 | 12/31/2023 |
| SWAN | 225,175 | $5,981 | 12/31/2023 |
| LPL Financial LLC | 156,528 | $4,157 | 12/31/2023 |
| SWAN | 156,528 | $4,157 | 12/31/2023 |
| LifePlan Financial LLC | 141,024 | $3,938 | 03/31/2024 |
| SWAN | 141,024 | $3,938 | 03/31/2024 |
| Trilogy Capital Inc. | 136,045 | $3,799 | 03/31/2024 |
| SWAN | 136,045 | $3,799 | 03/31/2024 |
| First PREMIER Bank | 121,885 | $3,403 | 03/31/2024 |
| SWAN | 121,885 | $3,403 | 03/31/2024 |
| McAdam LLC | 117,729 | $3,287 | 03/31/2024 |
| SWAN | 117,729 | $3,287 | 03/31/2024 |
| RDA Financial Network | 103,565 | $2,892 | 03/31/2024 |
| SWAN | 103,565 | $2,892 | 03/31/2024 |
| Eqis Capital Management Inc. | 83,918 | $2,229 | 12/31/2023 |
| SWAN | 83,918 | $2,229 | 12/31/2023 |
| HighTower Advisors LLC | 33,603 | $894 | 12/31/2023 |
| SWAN | 33,603 | $894 | 12/31/2023 |
| Royal Bank of Canada | 30,589 | $812 | 12/31/2023 |
| SWAN | 30,589 | $812 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 25,414 | $710 | 03/31/2024 |
| SWAN | 25,414 | $710 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 20,677 | $577 | 03/31/2024 |
| SWAN | 20,677 | $577 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 19,192 | $536 | 03/31/2024 |
| SWAN | 19,192 | $536 | 03/31/2024 |
| Money Concepts Capital Corp | 12,114 | $338 | 03/31/2024 |
| SWAN | 12,114 | $338 | 03/31/2024 |
 Citadel Advisors LLC | $266 | 12/31/2023 | |
| SWAN | 6,684 | $178 | 12/31/2023 |
| Call | 3,300 | $88 | 12/31/2023 |
| OLD Mission Capital LLC | 9,644 | $256 | 12/31/2023 |
| SWAN | 9,644 | $256 | 12/31/2023 |
| Meridian Wealth Management LLC | 8,853 | $246 | 03/31/2024 |
| SWAN | 8,853 | $246 | 03/31/2024 |
| Impact Partnership Wealth LLC | 8,470 | $225 | 12/31/2023 |
| SWAN | 8,470 | $225 | 12/31/2023 |
| Susquehanna International Group LLP | 8,267 | $220 | 12/31/2023 |
| SWAN | 8,267 | $220 | 12/31/2023 |
| AlTi Global Inc. | 8,035 | $213 | 12/31/2023 |
| SWAN | 8,035 | $213 | 12/31/2023 |
| Centaurus Financial Inc. | 5,986 | $159 | 12/31/2023 |
| SWAN | 5,986 | $159 | 12/31/2023 |
| National Bank of Canada FI | 1,922 | $51 | 12/31/2023 |
| SWAN | 1,922 | $51 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 1,355 | $38 | 03/31/2024 |
| SWAN | 1,355 | $38 | 03/31/2024 |
| CWM LLC | 1,247 | $35 | 03/31/2024 |
| SWAN | 1,247 | $35 | 03/31/2024 |
| Harbour Investments Inc. | 1,024 | $27 | 12/31/2023 |
| SWAN | 1,024 | $27 | 12/31/2023 |
| UBS Group AG | 898 | $24 | 12/31/2023 |
| SWAN | 898 | $24 | 12/31/2023 |
| Ronald Blue Trust Inc. | 668 | $19 | 03/31/2024 |
| SWAN | 668 | $19 | 03/31/2024 |
| Bank of America Corp DE | 368 | $10 | 12/31/2023 |
| SWAN | 368 | $10 | 12/31/2023 |
| Morgan Stanley | 326 | $9 | 12/31/2023 |
| SWAN | 326 | $9 | 12/31/2023 |
| Global Retirement Partners LLC | 96 | $3 | 03/31/2024 |
| SWAN | 96 | $3 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| SWAN | 0 | $0 | 03/31/2024 |
| Gradient Investments LLC | 1 | $0 | 03/31/2024 |
| SWAN | 1 | $0 | 03/31/2024 |
| Wells Fargo & Company MN | 2 | $0 | 12/31/2023 |
| SWAN | 2 | $0 | 12/31/2023 |
| Tower Research Capital LLC TRC | 1 | $0 | 12/31/2023 |
| SWAN | 1 | $0 | 12/31/2023 |
| IFP Advisors Inc | 10 | $0 | 12/31/2023 |
| SWAN | 10 | $0 | 12/31/2023 |
| Aptus Capital Advisors LLC | 0 | $0 | 12/31/2023 |
| SWAN | 0 | $0 | 12/31/2023 |
See All: Funds Holding SWAN
See Details: Top 10 Hedge Funds Holding SWAN
Also See: SWAN Holdings Changes
 Free SWAN Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
