§ EQUITY
USDSWAN
AMPLIFY BLCKSWN GROW TRSRY
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
16 increased/new, 13 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Tredje AP-fonden | 6.5M | 1.1% | ±0% |
| Cerity Partners LLC | 2.2M | 0.1% | +3% |
| LaSalle St. Investment Advisors, LLC | 474K | 2.1% | −2% |
| NewEdge Advisors, LLC | 198K | n/a | +1% |
| LifePlan Financial, LLC | 147K | 3.4% | +4% |
| McAdam, LLC | 135K | 0.2% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for SWAN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.2% · 30 holders
DEALER / BANK0.5% · 5 holders
QUALITY / COMPOUNDER0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SWAN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SWAN yet.