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Institutions Holding SWZ (42 holders)

42 institutions currently hold SWZ, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CSS LLC/IL$6.1M0.29%
Allspring Global Investments Holdings, LLC$3.9M0.01%
ICON ADVISERS INC/CO$3.0M0.69%
Matisse Capital$2.4M1.03%
Saba Capital Management, L.P.$2.4M0.07%
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0M0.10%
Shaker Financial Services, LLC$1.9M0.67%
EVOLVE PRIVATE WEALTH, LLC$867.5K0.05%
Yakira Capital Management, Inc.$744.6K0.22%
GARDNER RUSSO & QUINN LLC$579.2K0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$523.5K0.08%
Uncommon Cents Investing LLC$500.3K0.12%
Alpine Global Management, LLC$482.0K0.07%
Noble Wealth Management PBC$411.4K0.21%
COMMONWEALTH EQUITY SERVICES, LLC$368.5K0.00%
PRIVATE MANAGEMENT GROUP INC$306.0K0.01%
MORGAN STANLEY$305.5K0.00%
North Ground Capital$282.2K0.34%
UBS Group AG$280.5K0.00%
Almitas Capital LLC$275.5K0.06%
NIXON PEABODY TRUST CO$249.2K0.02%
Bulldog Investors, LLP$235.9K0.05%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$212.9K0.01%
GAMCO INVESTORS, INC. ET AL$190.3K0.00%
Logan Stone Capital, LLC$164.9K0.05%
OSAIC HOLDINGS, INC.$138.4K0.00%
XTX Topco Ltd$118.4K0.00%
Kestra Advisory Services, LLC$111.6K0.00%
WELLS FARGO & COMPANY/MN$103.4K0.00%
RAYMOND JAMES FINANCIAL INC$98.4K0.00%
Capital Investment Counsel, Inc$88.7K0.01%
Belpointe Asset Management LLC$85.7K0.00%
MCCARTER PRIVATE WEALTH SERVICES LLC$85.7K0.04%
Fortis Capital Advisors, LLC$85.7K0.01%
TrueMark Investments, LLC$63.7K0.01%
Integris Wealth Management, LLC$59.6K0.01%
WINMILL & CO. INC$13.3K0.00%
JPMORGAN CHASE & CO$10.2K0.00%
Ancora Advisors LLC$6.3K0.00%
North Star Investment Management Corp.$5.6K0.00%
ROYAL BANK OF CANADA$1.0K0.00%
PNC FINANCIAL SERVICES GROUP, INC.$95.00.00%