SWK Holdings Corp (SWKH)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

DECREASED

Shares86 from 88

Change-2 (-2%)

Value$1.4K (-$130)

Filed 2026-07-20

Carlson Capital, L.P.

CLOSED

Shares0 from 8,493,088

Change-8,493,088 (-100%)

Value$0 (-$144.5M)

Filed 2026-08-12

M3f, Inc.

CLOSED

Shares0 from 995,256

Change-995,256 (-100%)

Value$0 (-$16.9K)

Filed 2026-08-13

Credit Industriel ET Commercial

CLOSED

Shares0 from 225,000

Change-225,000 (-100%)

Value$0 (-$3.8M)

Filed 2026-07-24

Vanguard Capital Management LLC

CLOSED

Shares0 from 175,307

Change-175,307 (-100%)

Value$0 (-$3.0M)

Filed 2026-08-13

BlackRock, Inc.

CLOSED

Shares0 from 153,811

Change-153,811 (-100%)

Value$0 (-$2.6M)

Filed 2026-08-07

Geode Capital Management, LLC

CLOSED

Shares0 from 72,886

Change-72,886 (-100%)

Value$0 (-$1.2M)

Filed 2026-08-12

Rangeley Capital, LLC

CLOSED

Shares0 from 63,000

Change-63,000 (-100%)

Value$0 (-$1.1M)

Filed 2026-08-14

Dimensional Fund Advisors LP

CLOSED

Shares0 from 49,449

Change-49,449 (-100%)

Value$0 (-$841.0K)

Filed 2026-08-11

State Street Corp

CLOSED

Shares0 from 48,067

Change-48,067 (-100%)

Value$0 (-$817.6K)

Filed 2026-09-22

Raymond James Financial Inc

CLOSED

Shares0 from 47,442

Change-47,442 (-100%)

Value$0 (-$807.0K)

Filed 2026-08-14

Morgan Stanley

CLOSED

Shares0 from 35,683

Change-35,683 (-100%)

Value$0 (-$607.0K)

Filed 2026-08-13

Acadian Asset Management LLC

CLOSED

Shares0 from 31,720

Change-31,720 (-100%)

Value$0 (-$536)

Filed 2026-08-13

Northern Trust Corp

CLOSED

Shares0 from 30,018

Change-30,018 (-100%)

Value$0 (-$510.6K)

Filed 2026-08-13

AQR Capital Management LLC

CLOSED

Shares0 from 25,490

Change-25,490 (-100%)

Value$0 (-$433.6K)

Filed 2026-08-14

Renaissance Technologies LLC

CLOSED

Shares0 from 23,100

Change-23,100 (-100%)

Value$0 (-$392.9K)

Filed 2026-08-13

Grace & White Inc

CLOSED

Shares0 from 18,721

Change-18,721 (-100%)

Value$0 (-$318.4K)

Filed 2026-07-17

Vanguard Portfolio Management LLC

CLOSED

Shares0 from 17,038

Change-17,038 (-100%)

Value$0 (-$289.8K)

Filed 2026-08-13

Prelude Capital Management, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$170.1K)

Filed 2026-08-14

Russell Investments Group, Ltd.

CLOSED

Shares0 from 7,205

Change-7,205 (-100%)

Value$0 (-$122.3K)

Filed 2026-08-06

Rhumbline Advisers

CLOSED

Shares0 from 4,441

Change-4,441 (-100%)

Value$0 (-$75.5K)

Filed 2026-08-12

State of Wyoming

CLOSED

Shares0 from 2,761

Change-2,761 (-100%)

Value$0 (-$47.0K)

Filed 2026-08-06

New York State Common Retirement Fund

CLOSED

Shares0 from 2,131

Change-2,131 (-100%)

Value$0 (-$36.2K)

Filed 2026-07-29

NewEdge Advisors, LLC

CLOSED

Shares0 from 1,803

Change-1,803 (-100%)

Value$0 (-$30.7K)

Filed 2026-08-12

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 1,505

Change-1,505 (-100%)

Value$0 (-$25.6K)

Filed 2026-08-11

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 1,481

Change-1,481 (-100%)

Value$0 (-$25.2K)

Filed 2026-08-14

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 1,369

Change-1,369 (-100%)

Value$0 (-$23.3K)

Filed 2026-07-23

JPMorgan Chase & Co

CLOSED

Shares0 from 1,340

Change-1,340 (-100%)

Value$0 (-$22.6K)

Filed 2026-08-12

Wells Fargo & Company

CLOSED

Shares0 from 1,132

Change-1,132 (-100%)

Value$0 (-$19.3K)

Filed 2026-08-14

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 1,105

Change-1,105 (-100%)

Value$0 (-$18.8K)

Filed 2026-07-22

BNP Paribas Financial Markets

CLOSED

Shares0 from 964

Change-964 (-100%)

Value$0 (-$16.4K)

Filed 2026-08-13

UBS Group AG

CLOSED

Shares0 from 861

Change-861 (-100%)

Value$0 (-$14.6K)

Filed 2026-08-13

Barclays PLC

CLOSED

Shares0 from 824

Change-824 (-100%)

Value$0 (-$14.0K)

Filed 2026-08-14

UBS Asset Management Americas LLC

CLOSED

Shares0 from 806

Change-806 (-100%)

Value$0 (-$13.7K)

Filed 2026-08-13

Royal Bank of Canada

CLOSED

Shares0 from 374

Change-374 (-100%)

Value$0 (-$7.0K)

Filed 2026-08-14

Harbor Capital Advisors, Inc.

CLOSED

Shares0 from 336

Change-336 (-100%)

Value$0 (-$6)

Filed 2026-08-07

Legal & General Group Plc

CLOSED

Shares0 from 315

Change-315 (-100%)

Value$0 (-$5.4K)

Filed 2026-08-14

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 267

Change-267 (-100%)

Value$0 (-$4.5K)

Filed 2026-08-13

Essential Partners LLC

CLOSED

Shares0 from 194

Change-194 (-100%)

Value$0 (-$3.3K)

Filed 2026-08-10

Marquette Asset Management, LLC

CLOSED

Shares0 from 188

Change-188 (-100%)

Value$0 (-$3.2K)

Filed 2026-07-09

California State Teachers Retirement System

CLOSED

Shares0 from 165

Change-165 (-100%)

Value$0 (-$2.8K)

Filed 2026-08-24

Citigroup Inc

CLOSED

Shares0 from 139

Change-139 (-100%)

Value$0 (-$2.4K)

Filed 2026-08-03

Sterling Capital Management LLC

CLOSED

Shares0 from 101

Change-101 (-100%)

Value$0 (-$1.7K)

Filed 2026-07-28

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$1.2K)

Filed 2026-07-24

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 62

Change-62 (-100%)

Value$0 (-$1.1K)

Filed 2026-08-07

Allworth Financial LP

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$766)

Filed 2026-08-11

Optiver Holding B.V.

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$612)

Filed 2026-08-12

Covestor Ltd

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$1)

Filed 2026-08-07

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$357)

Filed 2026-08-10

Gamma Investing LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$340)

Filed 2026-07-07

Farther Finance Advisors, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$201)

Filed 2026-07-17

Arax Advisory Partners

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$204)

Filed 2026-08-10

Rothschild Investment LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$119)

Filed 2026-08-06

True Wealth Design, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$86)

Filed 2026-07-16

MAI Capital Management

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$69)

Filed 2026-08-14

Basecamp Wealth Advisors LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$17)

Filed 2026-08-14

Root Financial Partners, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$17)

Filed 2026-07-29

CWM, LLC

N/A

Shares— from 1,914

Change-1,914 (-100%)

Value—

Vanguard Group Inc

N/A

Shares— from 0

Change0

Value—

	Status
IFP Advisors, Inc	DECREASED	86	88	-2	-2%	$1.5K	$1.4K	-$130	2026-07-20
Carlson Capital, L.P.	CLOSED	0	8,493,088	-8,493,088	-100%	$144.5M	$0	-$144.5M	2026-08-12
M3f, Inc.	CLOSED	0	995,256	-995,256	-100%	$16.9K	$0	-$16.9K	2026-08-13
Credit Industriel ET Commercial	CLOSED	0	225,000	-225,000	-100%	$3.8M	$0	-$3.8M	2026-07-24
Vanguard Capital Management LLC	CLOSED	0	175,307	-175,307	-100%	$3.0M	$0	-$3.0M	2026-08-13
BlackRock, Inc.	CLOSED	0	153,811	-153,811	-100%	$2.6M	$0	-$2.6M	2026-08-07
Geode Capital Management, LLC	CLOSED	0	72,886	-72,886	-100%	$1.2M	$0	-$1.2M	2026-08-12
Rangeley Capital, LLC	CLOSED	0	63,000	-63,000	-100%	$1.1M	$0	-$1.1M	2026-08-14
Dimensional Fund Advisors LP	CLOSED	0	49,449	-49,449	-100%	$841.0K	$0	-$841.0K	2026-08-11
State Street Corp	CLOSED	0	48,067	-48,067	-100%	$817.6K	$0	-$817.6K	2026-09-22
Raymond James Financial Inc	CLOSED	0	47,442	-47,442	-100%	$807.0K	$0	-$807.0K	2026-08-14
Morgan Stanley	CLOSED	0	35,683	-35,683	-100%	$607.0K	$0	-$607.0K	2026-08-13
Acadian Asset Management LLC	CLOSED	0	31,720	-31,720	-100%	$536	$0	-$536	2026-08-13
Northern Trust Corp	CLOSED	0	30,018	-30,018	-100%	$510.6K	$0	-$510.6K	2026-08-13
AQR Capital Management LLC	CLOSED	0	25,490	-25,490	-100%	$433.6K	$0	-$433.6K	2026-08-14
Renaissance Technologies LLC	CLOSED	0	23,100	-23,100	-100%	$392.9K	$0	-$392.9K	2026-08-13
Grace & White Inc	CLOSED	0	18,721	-18,721	-100%	$318.4K	$0	-$318.4K	2026-07-17
Vanguard Portfolio Management LLC	CLOSED	0	17,038	-17,038	-100%	$289.8K	$0	-$289.8K	2026-08-13
Prelude Capital Management, LLC	CLOSED	0	10,000	-10,000	-100%	$170.1K	$0	-$170.1K	2026-08-14
Russell Investments Group, Ltd.	CLOSED	0	7,205	-7,205	-100%	$122.3K	$0	-$122.3K	2026-08-06
Rhumbline Advisers	CLOSED	0	4,441	-4,441	-100%	$75.5K	$0	-$75.5K	2026-08-12
State of Wyoming	CLOSED	0	2,761	-2,761	-100%	$47.0K	$0	-$47.0K	2026-08-06
New York State Common Retirement Fund	CLOSED	0	2,131	-2,131	-100%	$36.2K	$0	-$36.2K	2026-07-29
NewEdge Advisors, LLC	CLOSED	0	1,803	-1,803	-100%	$30.7K	$0	-$30.7K	2026-08-12
Tower Research Capital LLC (TRC)	CLOSED	0	1,505	-1,505	-100%	$25.6K	$0	-$25.6K	2026-08-11
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	1,481	-1,481	-100%	$25.2K	$0	-$25.2K	2026-08-14
Police & Firemen's Retirement System of New Jersey	CLOSED	0	1,369	-1,369	-100%	$23.3K	$0	-$23.3K	2026-07-23
JPMorgan Chase & Co	CLOSED	0	1,340	-1,340	-100%	$22.6K	$0	-$22.6K	2026-08-12
Wells Fargo & Company	CLOSED	0	1,132	-1,132	-100%	$19.3K	$0	-$19.3K	2026-08-14
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	1,105	-1,105	-100%	$18.8K	$0	-$18.8K	2026-07-22
BNP Paribas Financial Markets	CLOSED	0	964	-964	-100%	$16.4K	$0	-$16.4K	2026-08-13
UBS Group AG	CLOSED	0	861	-861	-100%	$14.6K	$0	-$14.6K	2026-08-13
Barclays PLC	CLOSED	0	824	-824	-100%	$14.0K	$0	-$14.0K	2026-08-14
UBS Asset Management Americas LLC	CLOSED	0	806	-806	-100%	$13.7K	$0	-$13.7K	2026-08-13
Royal Bank of Canada	CLOSED	0	374	-374	-100%	$7.0K	$0	-$7.0K	2026-08-14
Harbor Capital Advisors, Inc.	CLOSED	0	336	-336	-100%	$6	$0	-$6	2026-08-07
Legal & General Group Plc	CLOSED	0	315	-315	-100%	$5.4K	$0	-$5.4K	2026-08-14
Ameritas Investment Partners, Inc.	CLOSED	0	267	-267	-100%	$4.5K	$0	-$4.5K	2026-08-13
Essential Partners LLC	CLOSED	0	194	-194	-100%	$3.3K	$0	-$3.3K	2026-08-10
Marquette Asset Management, LLC	CLOSED	0	188	-188	-100%	$3.2K	$0	-$3.2K	2026-07-09
California State Teachers Retirement System	CLOSED	0	165	-165	-100%	$2.8K	$0	-$2.8K	2026-08-24
Citigroup Inc	CLOSED	0	139	-139	-100%	$2.4K	$0	-$2.4K	2026-08-03
Sterling Capital Management LLC	CLOSED	0	101	-101	-100%	$1.7K	$0	-$1.7K	2026-07-28
EverSource Wealth Advisors, LLC	CLOSED	0	70	-70	-100%	$1.2K	$0	-$1.2K	2026-07-24
PNC Financial Services Group, Inc.	CLOSED	0	62	-62	-100%	$1.1K	$0	-$1.1K	2026-08-07
Allworth Financial LP	CLOSED	0	45	-45	-100%	$766	$0	-$766	2026-08-11
Optiver Holding B.V.	CLOSED	0	36	-36	-100%	$612	$0	-$612	2026-08-12
Covestor Ltd	CLOSED	0	32	-32	-100%	$1	$0	-$1	2026-08-07
Nisa Investment Advisors, LLC	CLOSED	0	21	-21	-100%	$357	$0	-$357	2026-08-10
Gamma Investing LLC	CLOSED	0	20	-20	-100%	$340	$0	-$340	2026-07-07
Farther Finance Advisors, LLC	CLOSED	0	12	-12	-100%	$201	$0	-$201	2026-07-17
Arax Advisory Partners	CLOSED	0	12	-12	-100%	$204	$0	-$204	2026-08-10
Rothschild Investment LLC	CLOSED	0	7	-7	-100%	$119	$0	-$119	2026-08-06
True Wealth Design, LLC	CLOSED	0	5	-5	-100%	$86	$0	-$86	2026-07-16
MAI Capital Management	CLOSED	0	4	-4	-100%	$69	$0	-$69	2026-08-14
Basecamp Wealth Advisors LLC	CLOSED	0	1	-1	-100%	$17	$0	-$17	2026-08-14
Root Financial Partners, LLC	CLOSED	0	1	-1	-100%	$17	$0	-$17	2026-07-29
CWM, LLC	N/A	—	1,914	-1,914	-100%	$32.6K	—	—	—
Vanguard Group Inc	N/A	—	0	0	—	$0	—	—	—

Showing 59 of 59 institutions