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Holder | Amount | Position Size
($ in 1000's) | As of |
Allspring Global Investments Holdings LLC | 2,090,825 | $17,145 | 12/31/2023 | SWZ | 2,090,825 | $17,145 | 12/31/2023 | 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 |
See All: Funds Holding SWZ
See Details: Top 10 Hedge Funds Holding SWZ
Also See: SWZ Insider Buying
Also See: SWZ Holdings Changes
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