| 4.821% |
| 4.28% |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | 4.1M | $26.5M | 0.0% | 3.486% | 0.09% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 3.8M | $24.5M | +12.5% | 3.229% | 0.00% |
| 6 | BlackRock, Inc. | 3.6M | $23.5M | +11.3% | 3.098% | 0.00% |
| 7 | FMR LLC | 3.3M | $21.6M | -9.0% | 2.845% | 0.00% |
| 8 | WASATCH ADVISORS LP | 2.5M | $16.3M | -1.8% | 2.150% | 0.11% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $14.5M | -2.5% | 1.912% | 0.00% |
| 10 | FORMULA GROWTH LTD | 1.4M | $8.9M | +9.6% | 1.171% | 3.13% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $8.7M | +15.1% | 1.140% | 0.00% |
| 12 | CITADEL ADVISORS LLC | 1.3M | $8.4M | +57.4% | 1.110% | 0.00% |
| 13 | Onex Canada Asset Management Inc. | 1.2M | $7.6M | +4.2% | 0.999% | 1.17% |
| 14 | STATE STREET CORP | 1.1M | $6.9M | +12.4% | 0.908% | 0.00% |
| 15 | CAS Investment Partners, LLC | 923K | $6.0M | -0.6% | 0.786% | 0.32% |
| 16 | CenterBook Partners LP | 879K | $5.7M | +5.5% | 0.748% | 0.28% |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 873K | $5.6M | -4.7% | 0.743% | 0.04% |
| 18 | Roubaix Capital, LLC | 813K | $5.3M | +22.9% | 0.692% | 1.89% |
| 19 | RICE HALL JAMES & ASSOCIATES, LLC | 748K | $4.8M | +43.1% | 0.637% | 0.24% |
| 20 | GOLDMAN SACHS GROUP INC | 595K | $3.9M | +0.7% | 0.507% | 0.00% |
| 21 | Squarepoint Ops LLC | 575K | $3.7M | +68.7% | 0.490% | 0.00% |
| 22 | Polar Asset Management Partners Inc. | 559K | $3.6M | — | 0.476% | 0.06% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 529K | $3.4M | +11.7% | 0.451% | 0.00% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 507K | $3.3M | +38.6% | 0.432% | 0.00% |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 453K | $2.9M | -9.0% | 0.386% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SWIM — a direct measure of their conviction.
| 94.47% |
| 2.68 pp |
| $706M |
| 9.5% |
| Q4 2024 | 141 | +7.6% | 97.15% | +63.49 pp | $781M | +194% |
| Q3 2024 | 131 | — | 33.66% | — | $266M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
19 institutions opened new positions in SWIM during Q2 2026, while 26 fully exited. 89 added to existing positions and 24 trimmed.
SWIM institutional ownership rose by 2.06 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 82.5% of all reported 13F value in SWIM, and the top 25 account for 93.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Latham Group, Inc. (SWIM) Institutional Ownership