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Swarmer Inc (SWMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares80,474 from 84,200
Change-3,726 (-4%)
Value$1.4M (-$2.3M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares28,000
Change+28,000
Value$499.2K
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares23,400 from 23,400
Change0 (0%)
Value$417.2K (-$619.6K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares22,694 from 50,217
Change-27,523 (-55%)
Value$404.6K (-$1.8M)
Filed 2026-11-06
Magnus Financial Group LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$356.6K (-$529.6K)
Filed 2026-10-21
Veracity Capital LLC
NEW
Shares15,050
Change+15,050
Value$268.3K
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares12,886 from 7,865
Change+5,021 (+64%)
Value$229.8K (-$118.8K)
Filed 2026-11-05
T3 Companies, LLC
NEW
Shares10,161
Change+10,161
Value$181.2K
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
NEW
Shares10,000
Change+10,000
Value$178.3K
Filed 2026-10-22
FNY Investment Advisers, LLC
NEW
Shares10,000
Change+10,000
Value$178
Filed 2026-10-16
EverSource Wealth Advisors, LLC
NEW
Shares5,561
Change+5,561
Value$99.2K
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares3,099 from 3,536
Change-437 (-12%)
Value$55.3K (-$101.4K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,107 from 608
Change+499 (+82%)
Value$19.7K (-$7.2K)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares964 from 1,264
Change-300 (-24%)
Value$17.2K (-$38.8K)
Filed 2026-10-22
WPG Advisers, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$13.3K (-$19.8K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$7.6K (-$11.3K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares367 from 283
Change+84 (+30%)
Value$6.5K (-$6.0K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares333 from 165
Change+168 (+102%)
Value$5.9K (-$1.4K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$5.8K (-$8.6K)
Filed 2026-11-06
Leonteq Securities AG
NEW
Shares300
Change+300
Value$5.3K
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$4.2K (-$6.3K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares200 from 936
Change-736 (-79%)
Value$3.6K (-$37.9K)
Filed 2026-10-16
Hilltop National Bank
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$3.2K (-$4.8K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares154 from 1,657
Change-1,503 (-91%)
Value$2.7K (-$70.7K)
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$2.4K (-$3.6K)
Filed 2026-10-30
Gamma Investing LLC
NEW
Shares129
Change+129
Value$2.3K
Filed 2026-10-08
Bullock Wealth Management Group
NEW
Shares128
Change+128
Value$2.1K
Filed 2026-10-09
CX Institutional
INCREASED
Shares120 from 70
Change+50 (+71%)
Value$2 (-$1)
Filed 2026-10-02
Sterling Capital Management LLC
INCREASED
Shares114 from 18
Change+96 (+533%)
Value$2.0K (+$1.2K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares100
Change+100
Value$1.8K
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares91
Change+91
Value$1.6K
Filed 2026-11-03
CoreCap Advisors, LLC
NEW
Shares83
Change+83
Value$1.5K
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares66
Change+66
Value$1.2K
Filed 2026-11-05
IMG Wealth Management, Inc.
DECREASED
Shares38 from 50
Change-12 (-24%)
Value$678 (-$1.5K)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$179 (-$265)
Filed 2026-10-20
SJS Investment Consulting Inc.
NEW
Shares5
Change+5
Value$90
Filed 2026-10-26
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 6,161
Change-6,161 (-100%)
Value$0 (-$273.0K)
Filed 2026-11-02
Valmark Advisers, Inc.
CLOSED
Shares0 from 5,400
Change-5,400 (-100%)
Value$0 (-$239.3K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 5,281
Change-5,281 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-29
Strs Ohio
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$31.0K)
Filed 2026-10-30
Investors Research Corp
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-07
State of Wyoming
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$487)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 248,167
Change-248,167 (-100%)
Value—
UBS Group AG
N/A
Shares— from 60,914
Change-60,914 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 57,678
Change-57,678 (-100%)
Value—
State Street Corp
N/A
Shares— from 56,950
Change-56,950 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 55,865
Change-55,865 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 30,968
Change-30,968 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 25,681
Change-25,681 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 24,678
Change-24,678 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 22,993
Change-22,993 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 22,569
Change-22,569 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,837
Change-20,837 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 17,778
Change-17,778 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,143
Change-16,143 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 14,270
Change-14,270 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,699
Change-10,699 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,441
Change-10,441 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 944
Change-944 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 498
Change-498 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 344
Change-344 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 281
Change-281 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
FMR LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED80,47484,200-3,726-4%$3.7M$1.4M-$2.3M2026-11-06
Concurrent Investment Advisors, LLC
NEW28,000—+28,000——$499.2K—2026-10-16
Fifth Third Bancorp
UNCHANGED23,40023,40000%$1.0M$417.2K-$619.6K2026-11-05
LPL Financial LLC
DECREASED22,69450,217-27,523-55%$2.2M$404.6K-$1.8M2026-11-06
Magnus Financial Group LLC
UNCHANGED20,00020,00000%$886.2K$356.6K-$529.6K2026-10-21
Veracity Capital LLC
NEW15,050—+15,050——$268.3K—2026-10-08
Bank of New York Mellon Corp
INCREASED12,8867,865+5,021+64%$348.5K$229.8K-$118.8K2026-11-05
T3 Companies, LLC
NEW10,161—+10,161——$181.2K—2026-10-22
Pacific Capital Wealth Advisors, Inc.
NEW10,000—+10,000——$178.3K—2026-10-22
FNY Investment Advisers, LLC
NEW10,000—+10,000——$178—2026-10-16
EverSource Wealth Advisors, LLC
NEW5,561—+5,561——$99.2K—2026-11-04
Deutsche Bank Ag\
DECREASED3,0993,536-437-12%$156.7K$55.3K-$101.4K2026-11-06
Barclays PLC
INCREASED1,107608+499+82%$26.9K$19.7K-$7.2K2026-11-06
SBI Securities Co., Ltd.
DECREASED9641,264-300-24%$56.0K$17.2K-$38.8K2026-10-22
WPG Advisers, LLC
UNCHANGED74774700%$33.1K$13.3K-$19.8K2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED42642600%$18.9K$7.6K-$11.3K2026-10-27
Russell Investments Group, Ltd.
INCREASED367283+84+30%$12.5K$6.5K-$6.0K2026-11-06
Farther Finance Advisors, LLC
INCREASED333165+168+102%$7.3K$5.9K-$1.4K2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED32532500%$14.4K$5.8K-$8.6K2026-11-06
Leonteq Securities AG
NEW300—+300——$5.3K—2026-10-29
Creative Financial Designs Inc
UNCHANGED23723700%$10.5K$4.2K-$6.3K2026-11-04
IFP Advisors, Inc
DECREASED200936-736-79%$41.5K$3.6K-$37.9K2026-10-16
Hilltop National Bank
UNCHANGED18018000%$8.0K$3.2K-$4.8K2026-10-14
Citigroup Inc
DECREASED1541,657-1,503-91%$73.4K$2.7K-$70.7K2026-11-04
Costello Asset Management, Inc
UNCHANGED13713700%$6.1K$2.4K-$3.6K2026-10-30
Gamma Investing LLC
NEW129—+129——$2.3K—2026-10-08
Bullock Wealth Management Group
NEW128—+128——$2.1K—2026-10-09
CX Institutional
INCREASED12070+50+71%$3$2-$12026-10-02
Sterling Capital Management LLC
INCREASED11418+96+533%$798$2.0K+$1.2K2026-10-22
Nova Financial LLC
NEW100—+100——$1.8K—2026-11-04
Ascentis Independent Advisors
NEW91—+91——$1.6K—2026-11-03
CoreCap Advisors, LLC
NEW83—+83——$1.5K—2026-10-08
Jacobi Capital Management LLC
NEW66—+66——$1.2K—2026-11-05
IMG Wealth Management, Inc.
DECREASED3850-12-24%$2.2K$678-$1.5K2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED101000%$444$179-$2652026-10-20
SJS Investment Consulting Inc.
NEW5—+5——$90—2026-10-26
Commonwealth Equity Services, LLC
CLOSED06,161-6,161-100%$273.0K$0-$273.0K2026-11-02
Valmark Advisers, Inc.
CLOSED05,400-5,400-100%$239.3K$0-$239.3K2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED05,281-5,281-100%$234.0K$0-$234.0K2026-10-29
Strs Ohio
CLOSED0700-700-100%$31.0K$0-$31.0K2026-10-30
Investors Research Corp
CLOSED0110-110-100%$4.9K$0-$4.9K2026-10-07
State of Wyoming
CLOSED011-11-100%$487$0-$4872026-10-28
BlackRock, Inc.
N/A—248,167-248,167-100%$11.0M———
UBS Group AG
N/A—60,914-60,914-100%$2.7M———
Vident Advisory, LLC
N/A—57,678-57,678-100%$2.6M———
State Street Corp
N/A—56,950-56,950-100%$2.5M———
Millennium Management LLC
N/A—55,865-55,865-100%$2.5M———
Renaissance Technologies LLC
N/A—38,000-38,000-100%$1.7M———
Vanguard Capital Management LLC
N/A—30,968-30,968-100%$1.4M———
Northern Trust Corp
N/A—25,681-25,681-100%$1.1M———
Vanguard Portfolio Management LLC
N/A—24,678-24,678-100%$1.1M———
Defiance ETFs, LLC
N/A—22,993-22,993-100%$947.8K———
Penserra Capital Management LLC
N/A—22,569-22,569-100%$1.0K———
CreativeOne Wealth, LLC
N/A—20,837-20,837-100%$923.3K———
Vanguard Fiduciary Trust Co
N/A—17,778-17,778-100%$787.7K———
Equitable Holdings, Inc.
N/A—16,143-16,143-100%$715.3K———
Alliancebernstein L.P.
N/A—14,270-14,270-100%$632.3K———
Raymond James Financial Inc
N/A—11,355-11,355-100%$503.1K———
Royal Bank of Canada
N/A—10,699-10,699-100%$474.0K———
Morgan Stanley
N/A—10,441-10,441-100%$462.6K———
Goldman Sachs Group Inc
N/A—7,843-7,843-100%$347.5K———
Charles Schwab Investment Management Inc
N/A—7,587-7,587-100%$336.2K———
JPMorgan Chase & Co
N/A—6,170-6,170-100%$298.6K———
Virtu Financial LLC
N/A—6,159-6,159-100%$273———
Two Sigma Investments, LP
N/A—5,967-5,967-100%$264.4K———
Sovereign Financial Group, Inc.
N/A—5,750-5,750-100%$254.8K———
Nuveen, LLC
N/A—4,727-4,727-100%$209.5K———
Rhumbline Advisers
N/A—4,020-4,020-100%$178.1K———
Wells Fargo & Company
N/A—3,920-3,920-100%$173.7K———
New York State Common Retirement Fund
N/A—2,800-2,800-100%$124.1K———
Osaic Holdings, Inc.
N/A—2,131-2,131-100%$94.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,632-1,632-100%$72.3K———
Police & Firemen's Retirement System of New Jersey
N/A—1,172-1,172-100%$51.9K———
Vanguard Global Advisers, LLC
N/A—1,108-1,108-100%$49.1K———
Jones Financial Companies Lllp
N/A—944-944-100%$38.7K———
BNP Paribas Financial Markets
N/A—500-500-100%$22.2K———
Tower Research Capital LLC (TRC)
N/A—498-498-100%$22.1K———
NewEdge Advisors, LLC
N/A—475-475-100%$21.0K———
Legal & General Group Plc
N/A—344-344-100%$15.2K———
Ameritas Investment Partners, Inc.
N/A—322-322-100%$14.3K———
SHP Wealth Management
N/A—281-281-100%$12.5K———
Steward Partners Investment Advisory, LLC
N/A—205-205-100%$9.1K———
CVA Family Office, LLC
N/A—200-200-100%$8.9K———
Rialto Wealth Management, LLC
N/A—116-116-100%$5.2K———
FMR LLC
N/A—45-45-100%$2.0K———
Hollencrest Capital Management
N/A—7-7-100%$310———
Showing 86 of 86 institutions