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SWP Growth & Income ETF (SWP) Institutional Ownership

$28.10 -0.11 (-0.39%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for SWP Growth & Income ETF (NASDAQ:SWP)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$669.60K
Number of
Institutional Sellers
(last 12 months)
0
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SWP Growth & Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Strategic Wealth Partners Ltd.3,228,844$85.56M7.2%+0.8%95.528%
1/21/2025Sound Income Strategies LLC1,735$44K0.0%N/A0.051%
(Data available from 1/1/2016 forward)

SWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWP shares?

During the previous two years, the following institutional investors and hedge funds held shares of SWP Growth & Income ETF shares: Strategic Wealth Partners Ltd. ($85.56M), Sound Income Strategies LLC ($44K).Learn more on SWP Growth & Income ETF's institutional investors.

Which institutional investors have been buying SWP Growth & Income ETF's stock?

The following institutional investors have purchased SWP Growth & Income ETF's stock in the last 24 months: Strategic Wealth Partners Ltd. ($24.87K), and Sound Income Strategies LLC ($1.74K).

How much institutional buying is happening at SWP Growth & Income ETF?

Institutional investors have bought a total of 26,603 shares in the last 24 months. This purchase volume represents approximately $669.60K in transactions.



This page (NASDAQ:SWP) was last updated on 9/12/2025 by MarketBeat.com Staff
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