Inst. Holders
16 funds
SW
SWAN
AMPLIFY ETF TR
$32.05 ▲ +0.29%
Prev close $31.96Snapshot
The big-picture read on SWAN right now — valuation, ownership and activity at a glance.
Inst. Value
$85.6M
Inst. Activity
2 buys / 2 sells
Price chart 30d -3.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
OSAIC HOLDINGS, INC. — ADD
8,995 shares ($300.1K)
Jun 30, 2026 Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
200 shares ($6.7K)
Institutional ownership
Which big funds own SWAN (from quarterly 13F filings) and who is adding or trimming.
16 institutional holders with $85.6M total value (2,565,456 shares) as of 2026-Q2. Top holders: Cerity, NewEdge, Cetera.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Cerity Partners LLC | 2,203,400 | $73.5M | 85.9% | — |
| NewEdge Advisors, LLC | 199,260 | $6.6M | 7.8% | — |
| Cetera Investment Advisers | 61,152 | $2.0M | 2.4% | TRIM -49.7% |
| LPL Financial LLC | 33,616 | $1.1M | 1.3% | ADD +70.2% |
| AMERIPRISE FINANCIAL INC | 29,739 | $992.2K | 1.2% | — |
| ROYAL BANK OF CANADA | 13,479 | $450.0K | 0.5% | TRIM -27.1% |
| OSAIC HOLDINGS, INC. | 8,995 | $300.1K | 0.4% | ADD +45.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,458 | $248.8K | 0.3% | — |
| Aptus Capital Advisors, LLC | 5,734 | $191.3K | 0.2% | — |
| Farther Finance Advisors, LLC | 1,400 | $46.7K | 0.1% | TRIM -60.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 6,183 | 8,995 | +45.5% | $300.1K |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1 | 200 | +19900.0% | $6.7K |
| MORGAN STANLEY | NEAR_EXIT | 296 | 68 | -77.0% | $2.3K |
| Tredje AP-fonden | EXIT | 6,525,000 | 0 | -100.0% | $0.00 |
| OSAIC HOLDINGS, INC. | ADD | 4,051 | 6,183 | +52.6% | $192.0K |
| Tredje AP-fonden | DOUBLED | 3,225,000 | 6,525,000 | +102.3% | $211.9M |
| MORGAN STANLEY | NEAR_EXIT | 1,995 | 295 | -85.2% | $9.6K |
| OSAIC HOLDINGS, INC. | TRIM | 7,711 | 5,066 | -34.3% | $160.1K |
| LPL Financial LLC | ADD | 23,044 | 39,225 | +70.2% | $1.2M |
| Cetera Investment Advisers | TRIM | 65,253 | 32,840 | -49.7% | $1.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SWAN.
Shares short
8,256
Settlement Sep 15, 2026
Change vs prior
+52.5%
Semi-monthly cycle
Days to cover
1.3
At avg daily volume