SWZ(SWZ)
SWZ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CSS LLC/IL | 1.04M | Jun 30, 26 | +19.64K | 8.02% |
| BANK OF AMERICA CORP /DE/ | 867.36K | Jun 30, 26 | +867.36K | 6.69% |
| Matisse Capital | 609.00K | Jun 30, 26 | +201.73K | 4.69% |
| ICON ADVISERS INC/CO | 446.22K | Jun 30, 26 | -54.07K | 3.44% |
| Saba Capital Management, L.P. | 404.08K | Jun 30, 26 | -- | 3.11% |
| Shaker Financial Services, LLC | 393.17K | Jun 30, 26 | +70.78K | 3.03% |
| Logan Stone Capital, LLC | 198.16K | Jun 30, 26 | +170.35K | 1.53% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 168.61K | Jun 30, 26 | +80.34K | 1.30% |
| EVOLVE PRIVATE WEALTH, LLC | 139.19K | Jun 30, 26 | -7.10K | 1.07% |
| Yakira Capital Management, Inc. | 125.56K | Jun 30, 26 | -- | 0.97% |
| Almitas Capital LLC | 115.58K | Jun 30, 26 | +69.13K | 0.89% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 97.85K | Jun 30, 26 | +61.94K | 0.75% |
| GARDNER RUSSO & QUINN LLC | 97.67K | Jun 30, 26 | -- | 0.75% |
| Uncommon Cents Investing LLC | 85.04K | Jun 30, 26 | +664 | 0.66% |
| Alpine Global Management, LLC | 58.86K | Jun 30, 26 | -22.41K | 0.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 56.07K | Jun 30, 26 | -6.07K | 0.43% |
| MORGAN STANLEY | 46.50K | Jun 30, 26 | -5.02K | 0.36% |
| Noble Wealth Management PBC | 42.88K | Jun 30, 26 | -26.50K | 0.33% |
| Bulldog Investors, LLP | 40.33K | Jun 30, 26 | +547 | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.03K | Jun 30, 26 | +37.03K | 0.29% |
| Cutler Capital Management, LLC | 35.92K | Jun 30, 26 | +35.92K | 0.28% |
| HRT FINANCIAL LP | 35.26K | Jun 30, 26 | +35.26K | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 35.01K | Jun 30, 26 | +11.67K | 0.27% |
| GAMCO INVESTORS, INC. ET AL | 32.10K | Jun 30, 26 | -- | 0.25% |
| XTX Topco Ltd | 24.85K | Jun 30, 26 | +4.89K | 0.19% |
| LPL Financial LLC | 24.60K | Jun 30, 26 | +24.60K | 0.19% |
| WELLS FARGO & COMPANY/MN | 17.61K | Jun 30, 26 | +170 | 0.14% |
| Capital Investment Counsel, Inc | 14.96K | Jun 30, 26 | -- | 0.12% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 14.46K | Jun 30, 26 | -- | 0.11% |
| Belpointe Asset Management LLC | 14.46K | Jun 30, 26 | -- | 0.11% |
| Fortis Capital Advisors, LLC | 14.46K | Jun 30, 26 | -- | 0.11% |
| UBS Group AG | 11.60K | Jun 30, 26 | -35.70K | 0.09% |
| PRIVATE MANAGEMENT GROUP INC | 10.54K | Jun 30, 26 | -- | 0.08% |
| TrueMark Investments, LLC | 10.19K | Jun 30, 26 | -560 | 0.08% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 10.19K | Jun 30, 26 | -320.83K | 0.08% |
| Integris Wealth Management, LLC | 10.05K | Jun 30, 26 | -- | 0.08% |
| WINMILL & CO. INC | 2.25K | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 1.72K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.61K | Jun 30, 26 | +1.61K | 0.01% |
| North Star Investment Management Corp. | 951 | Jun 30, 26 | -- | 0.01% |
| Allied Private Wealth LLC | 619 | Jun 30, 26 | +619 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 16 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | -- | Jun 30, 26 | -1.07K | -- |
| Allspring Global Investments Holdings, LLC | -- | Jun 30, 26 | -650.70K | -- |
| North Ground Capital | -- | Jun 30, 26 | -47.59K | -- |
| NIXON PEABODY TRUST CO | -- | Jun 30, 26 | -42.02K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -18.82K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -16.59K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -249 | -- |
| RAYMOND JAMES FINANCIAL INC | 16.59K | Mar 31, 26 | +2.65K | 0.13% |
| Integris Wealth Management, LLC | 10.05K | Mar 31, 26 | -1.95K | 0.08% |
| WINMILL & CO. INC | 2.25K | Mar 31, 26 | -1.12K | 0.02% |
| Marex Group plc | -- | Mar 31, 26 | -10.00K | -- |
| SageView Advisory Group, LLC | -- | Mar 31, 26 | -4.70K | -- |
| Raymond James Financial Services Advisors, Inc. | 17.93K | Sep 30, 24 | -- | 0.14% |
| CORNERSTONE ADVISORS INC | -- | Dec 31, 21 | -- | -- |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -68.19K | -- |
| Commonwealth Equity Services, Inc | 147.37K | Jun 30, 17 | +1.89K | 1.14% |
| LBA Wealth Management, LLC | 192 | Mar 31, 17 | -- | 0.00% |
| BLACKROCK ADVISORS LLC | 3.71K | Dec 31, 16 | +3.71K | 0.03% |
| ATHERTON LANE ADVISERS, LLC | 10.76K | Dec 31, 15 | -- | 0.08% |
| McAdams Wright Ragen, Inc. | 35.51K | Sep 30, 14 | +35.51K | 0.27% |
| UBS AG | 18.89K | Sep 30, 14 | -3.62K | 0.15% |
| KNIGHT CAPITAL GROUP LLC | 12.67K | Jun 30, 13 | +12.67K | 0.10% |
| First Allied Securities, Inc. | 5.93K | Jun 30, 12 | -- | 0.05% |
| BROWN INVESTMENT ADVISORY & TRUST CO | -- | Mar 31, 10 | -27.04K | -- |
| RBC Private Counsel (USA) Inc. | 1.09K | Sep 30, 09 | -- | 0.01% |
| RBC Dominion Securities Inc. | 32.80K | Dec 31, 08 | +18.89K | 0.25% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 231.42K | Jun 30, 08 | -500 | 1.78% |
| WEISS ANDREW M | -- | Sep 30, 07 | -96.35K | -- |