SWMR Swarmer, Inc
Swarmer, Inc (SWMR) Institutional Ownership
What the institutions did with SWMR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Concurrent Investment Advisors, LLC | 28.0K | 27.1% |
| Magnus Financial Group LLC | 20.0K | 19.4% |
| Veracity Capital LLC | 15.1K | 14.6% |
| T3 Companies, LLC | 10.2K | 9.8% |
| FNY Investment Advisers, LLC | 10.0K | 9.7% |
| Pacific Capital Wealth Advisors, Inc. | 10.0K | 9.7% |
| EverSource Wealth Advisors, LLC | 5.6K | 5.4% |
| SBI Securities Co., Ltd. | 964 | 0.9% |
| WPG Advisers, LLC | 747 | 0.7% |
| Cassaday & Co Wealth Management LLC | 426 | 0.4% |
| Farther Finance Advisors, LLC | 333 | 0.3% |
| Leonteq Securities AG | 300 | 0.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 237 | 0.2% |
| IFP Advisors, Inc | 200 | 0.2% |
| Hilltop National Bank | 180 | 0.2% |
| CITIGROUP INC | 154 | 0.1% |
| Costello Asset Management, INC | 137 | 0.1% |
| GAMMA Investing LLC | 129 | 0.1% |
| Bullock Wealth Management Group | 128 | 0.1% |
| CX Institutional | 120 | 0.1% |
| Sterling Capital Management LLC | 114 | 0.1% |
| Nova Financial LLC | 100 | 0.1% |
| Ascentis Independent Advisors | 91 | 0.1% |
| CoreCap Advisors, LLC | 83 | 0.1% |
| IMG Wealth Management, Inc. | 38 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | New | 0 | 28.0K | +28.0K |
| Veracity Capital LLC | New | 0 | 15.1K | +15.1K |
| T3 Companies, LLC | New | 0 | 10.2K | +10.2K |
| FNY Investment Advisers, LLC | New | 0 | 10.0K | +10.0K |
| Pacific Capital Wealth Advisors, Inc. | New | 0 | 10.0K | +10.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 6.2K | 0 | -6.2K |
| EverSource Wealth Advisors, LLC | New | 0 | 5.6K | +5.6K |
| Caitong International Asset Management Co., Ltd | Sold Out | 5.3K | 0 | -5.3K |
| CITIGROUP INC | Reduced | 1.7K | 154 | -1.5K |
| IFP Advisors, Inc | Reduced | 936 | 200 | -736 |
| STRS OHIO | Sold Out | 700 | 0 | -700 |
| SBI Securities Co., Ltd. | Reduced | 1.3K | 964 | -300 |
| Leonteq Securities AG | New | 0 | 300 | +300 |
| Farther Finance Advisors, LLC | Increased | 165 | 333 | +168 |
| GAMMA Investing LLC | New | 0 | 129 | +129 |
| Bullock Wealth Management Group | New | 0 | 128 | +128 |
| Investors Research Corp | Sold Out | 110 | 0 | -110 |
| Sterling Capital Management LLC | Increased | 18 | 114 | +96 |
| Ascentis Independent Advisors | New | 0 | 91 | +91 |
| CoreCap Advisors, LLC | New | 0 | 83 | +83 |
| CX Institutional | Increased | 70 | 120 | +50 |
| IMG Wealth Management, Inc. | Reduced | 50 | 38 | -12 |
| State of Wyoming | Sold Out | 11 | 0 | -11 |
| SJS Investment Consulting Inc. | New | 0 | 5 | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.