SWZ(SWZ)
SWZ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Shaker Financial Services, LLC | 393.17K | Jun 30, 26 | +70.78K | 3.03% |
| Uncommon Cents Investing LLC | 85.04K | Jun 30, 26 | +664 | 0.66% |
| Noble Wealth Management PBC | 42.88K | Jun 30, 26 | -26.50K | 0.33% |
| Integris Wealth Management, LLC | 10.05K | Jun 30, 26 | -- | 0.08% |
| CSS LLC/IL | 1.02M | Mar 31, 26 | -638.46K | 7.87% |
| Allspring Global Investments Holdings, LLC | 650.70K | Mar 31, 26 | -1.48M | 5.02% |
| ICON ADVISERS INC/CO | 500.29K | Mar 31, 26 | -45.60K | 3.86% |
| Matisse Capital | 407.27K | Mar 31, 26 | -202.73K | 3.14% |
| Saba Capital Management, L.P. | 404.08K | Mar 31, 26 | -201.14K | 3.11% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 331.02K | Mar 31, 26 | -106.00K | 2.55% |
| Yakira Capital Management, Inc. | 125.56K | Mar 31, 26 | -66.46K | 0.97% |
| GARDNER RUSSO & QUINN LLC | 97.67K | Mar 31, 26 | -48.62K | 0.75% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 88.27K | Mar 31, 26 | +23.76K | 0.68% |
| Uncommon Cents Investing LLC | 84.37K | Mar 31, 26 | -39.58K | 0.65% |
| Alpine Global Management, LLC | 81.27K | Mar 31, 26 | -331.89K | 0.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 62.15K | Mar 31, 26 | -20.32K | 0.48% |
| MORGAN STANLEY | 51.52K | Mar 31, 26 | +9.25K | 0.40% |
| North Ground Capital | 47.59K | Mar 31, 26 | -613.55K | 0.37% |
| UBS Group AG | 47.30K | Mar 31, 26 | +26.22K | 0.36% |
| Almitas Capital LLC | 46.45K | Mar 31, 26 | +9.67K | 0.36% |
| NIXON PEABODY TRUST CO | 42.02K | Mar 31, 26 | -- | 0.32% |
| Bulldog Investors, LLP | 39.79K | Mar 31, 26 | -122.12K | 0.31% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 35.91K | Mar 31, 26 | +35.91K | 0.28% |
| GAMCO INVESTORS, INC. ET AL | 32.10K | Mar 31, 26 | -- | 0.25% |
| Logan Stone Capital, LLC | 27.81K | Mar 31, 26 | -- | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 23.34K | Mar 31, 26 | +10.91K | 0.18% |
| XTX Topco Ltd | 19.96K | Mar 31, 26 | +19.96K | 0.15% |
| Kestra Advisory Services, LLC | 18.82K | Mar 31, 26 | -- | 0.15% |
| WELLS FARGO & COMPANY/MN | 17.43K | Mar 31, 26 | +6.87K | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 16.59K | Mar 31, 26 | +2.65K | 0.13% |
| Capital Investment Counsel, Inc | 14.96K | Mar 31, 26 | -- | 0.12% |
| Fortis Capital Advisors, LLC | 14.46K | Mar 31, 26 | +14.46K | 0.11% |
| Belpointe Asset Management LLC | 14.46K | Mar 31, 26 | +14.46K | 0.11% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 14.46K | Mar 31, 26 | -- | 0.11% |
| TrueMark Investments, LLC | 10.75K | Mar 31, 26 | -4.53K | 0.08% |
| PRIVATE MANAGEMENT GROUP INC | 10.54K | Mar 31, 26 | -- | 0.08% |
| WINMILL & CO. INC | 2.25K | Mar 31, 26 | -1.12K | 0.02% |
| JPMORGAN CHASE & CO | 1.72K | Mar 31, 26 | -858 | 0.01% |
| Ancora Advisors, LLC | 1.07K | Mar 31, 26 | -- | 0.01% |
| North Star Investment Management Corp. | 951 | Mar 31, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 249 | Mar 31, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 16 | Mar 31, 26 | -8 | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | -- | Mar 31, 26 | -101.84K | -- |
| Karpus Management, Inc. | -- | Mar 31, 26 | -130 | -- |
| Marex Group plc | -- | Mar 31, 26 | -10.00K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -2.79K | -- |
| SageView Advisory Group, LLC | 4.70K | Dec 31, 25 | +4.70K | 0.04% |
| 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 | -- |