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SWP Growth & Income ETF (SWP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brian LOW Financial Group, LLC
DECREASED
Shares766,013 from 771,572
Change-5,559 (-1%)
Value$20.7M (-$790.6K)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares10,300 from 6,550
Change+3,750 (+57%)
Value$278.5K (+$96.0K)
Filed 2026-11-06
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,084,437
Change-5,084,437 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,678
Change-13,678 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Status
Brian LOW Financial Group, LLC
DECREASED766,013771,572-5,559-1%$21.5M$20.7M-$790.6K2026-10-28
Clearstead Advisors, LLC
INCREASED10,3006,550+3,750+57%$182.5K$278.5K+$96.0K2026-11-06
Strategic Wealth Partners, Ltd.
N/A—5,084,437-5,084,437-100%$141.7M———
Jane Street Group, LLC
N/A—13,678-13,678-100%$381.2K———
UBS Group AG
N/A—1,174-1,174-100%$32.7K———
Showing 5 of 5 institutions