Across its top 8 institutional holders, SCLZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$6.6M

Total Buy Value

$2.8M

Total Sell Value

New buy0

Trim2

Add5

Sold out2

Net Buyers

Net Sellers

Smart Money Convergence

SCLZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

66538R532

FAQ

Who are the top institutional investors holding SWAN ENHANCED DVD INC ETF (SCLZ)?

Major stakeholders currently include Cwm, LLC ($3.9M), Swan Global Investments, LLC ($1.3M), Camarda Financial Advisors, LLC ($1.2M). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in SCLZ.

What is the overall institutional sentiment toward SCLZ recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $132.8K, driven by 5 managers accumulating shares while 4 reduced their exposure.

Which institutions have been selling or reducing their SCLZ positions?

In the latest period, 2 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $2.8M.

Are there any notable investors adding SCLZ to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.6M.