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Institutional Holdings
SWKHLOwnership Summary
Institutions Holding
15
Total Shares Held
6,679
Total Value Held
$626,652
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
1
6,658 shares
Held Positions
1
21 shares
New Positions
0
0 shares
Sold Out Positions
13
86,697 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| KEYNOTE FINANCIAL SERVICES LLC | 6,658 | $626,651 | ▼ -397 | 0.29% | 2026-06-30 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 21 | $1 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| RHUMBLINE ADVISERS | 0 | $0 | Sold out | 2026-06-30 | |
| Russell Investments Group, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | $0 | Sold out | 2026-06-30 | |
| NewEdge Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | Sold out | 2026-06-30 | |
| BNP PARIBAS FINANCIAL MARKETS | 0 | $0 | Sold out | 2026-06-30 | |
| HARBOR CAPITAL ADVISORS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0 | $0 | Sold out | 2026-06-30 | |
| Sterling Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Covestor Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| NISA INVESTMENT ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Arax Advisory Partners | 0 | $0 | Sold out | 2026-06-30 |