Amplify Blckswn Grow Trsry
$33.02+0.8%
+$5.1M
Net Activity
-64.38% total shares
Institutions Holding
36
Popularity Rank
#7019
Avg Weight
0.20%
Total Value
$118.2M
36 institutions currently hold SWAN, with 16 net buyers and 17 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
17
Net Buying Institutions
16
Top 5 by Value
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Across its top 20 institutional holders, SWAN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 33/100).
SWAN ranks #7019 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
36 institutions disclose a position in SWAN, but none treat it as a major bet — even LifePlan Financial, LLC, its most concentrated holder, allocates just 3.4% of its own portfolio to it.
Ameriprise Financial Inc has added to its SWAN position for two straight quarters, increasing it by $243.0K to reach $992.2K today.
Cetera Investment Advisers has trimmed its SWAN position for two straight quarters, cutting it by $420.3K while still holding $2.0M.
SWAN is up 0.8% today, and institutions have been net buyers of $5.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$10.2M
Total Buy Value
$208.5M
Total Sell Value
16
Net Buyers
17
Net Sellers
SWAN
Q2 2026
Top 5 Institutional Movers
-$202.7M
+$6.6M
+$6.0M
-$3.4M
SWAN 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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
032108888
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Access SWAN's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWANCLI
npx alphasmo stocks get SWAN