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Swarmer, Inc hedge fund holdings

SWMRNASDAQ
$15.68+0.32 (+2.08%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SWMR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Mar 17, 2026 to Oct 5, 2026. Price (-49.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q1 2026240$4.79M$029May 15, 2026
Q2 20265910$25.3M$3.35M71Aug 14, 2026

Quarterly action breakdown

Q2 2026
71 filers
New position
47
$15.6M+353K sh
Increased
12
$9.61M+217K sh
Reduced
0
$00 sh
Out / sold
10
-$3.35M-75.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Vident Advisory, LLCAdded 306.81%+$1.93M$2.56M0.02%Aug 12, 2026
Magnus Financial Group LLCNew Buy+$886K$886K0.06%Jul 9, 2026
Defiance ETFs, LLCAdded 63.49%+$368K$948K0.01%Aug 14, 2026
Sovereign Financial Group, Inc.New Buy+$255K$255K0.04%Jul 24, 2026
Valmark Advisers, Inc.New Buy+$239K$239K0.00%Aug 6, 2026
WPG Advisers, LLCNew Buy+$33.1K$33.1K0.02%Aug 6, 2026
Vermillion Wealth Management, Inc.Sell 100%-$23K$00.00%Jul 16, 2026
Cassaday & Co Wealth Management LLCNew Buy+$18.9K$18.9K0.00%Aug 10, 2026
SHP Wealth ManagementNew Buy+$12.5K$12.5K0.00%Aug 11, 2026
Hilltop National BankNew Buy+$7.98K$7.98K0.00%Jul 2, 2026
Ritter Daniher Financial Advisory LLC / DESell 100%-$5.66K$00.00%Jul 14, 2026
Rialto Wealth Management, LLCNew Buy+$5.15K$5.15K0.00%Aug 11, 2026
Investors Research CorpNew Buy+$4.87K$4.87K0.00%Jul 10, 2026
CX InstitutionalNew Buy+$3K$3K0.00%Jul 2, 2026
Mark Sheptoff Financial Planning, LLCSell 100%-$3K$00.00%Aug 13, 2026
Scarborough Advisors, LLCSell 100%-$1.18K$00.00%Jul 21, 2026
Hollencrest Capital ManagementNew Buy+$310$3100.00%Aug 13, 2026

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