HoldingsChannel.com
| 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 | 129,623 | $1,028 | 03/31/2024 |
| SWZ | 129,623 | $1,028 | 03/31/2024 |
| Morgan Stanley | 93,284 | $765 | 12/31/2023 |
| SWZ | 93,284 | $765 | 12/31/2023 |
| UBS Group AG | 90,215 | $740 | 12/31/2023 |
| SWZ | 90,215 | $740 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 91,317 | $724 | 03/31/2024 |
| SWZ | 91,317 | $724 | 03/31/2024 |
| Uncommon Cents Investing LLC | 89,644 | $711 | 03/31/2024 |
| SWZ | 89,644 | $711 | 03/31/2024 |
| 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 |
| Raymond James Financial Services Advisors Inc. | 17,929 | $142 | 03/31/2024 |
| SWZ | 17,929 | $142 | 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 |
See All: Funds Holding SWZ
See Details: Top 10 Hedge Funds Holding SWZ
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