13FBOX
SWARMER INC · 13F Institutional Holdings
Options Calculator Rankings
S

SWARMER INC

SWMR
Institutions
74
Combined AUM (Q2 2026)
$45.4M
Combined Shares (Q2 2026)
1.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+943,958
69 · 55 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-143,513
13 · 13 Exit · ≈
⚖️ Net
+800,445
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$45.4M
Institutions
74
New Buys
55
Adds
14
Reduces
0
Exits
13
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%#36$11.0M248,167$00+248,167New Buy
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#33$3.7M84,200$351,4047,445+76,755+1,030.96%Add
UBS Group AG
<0.01%<0.01%#30$2.7M60,914$189,1304,007+56,907+1,420.19%Add
Vident Advisory, LLC
0.02%0.01%#6$2.6M57,678$669,20214,178+43,500+306.81%Add
STATE STREET CORP
<0.01%#47$2.5M56,950$00+56,950New Buy
MILLENNIUM MANAGEMENT LLC
<0.01%#21$2.5M55,865$00+55,865New Buy
LPL Financial LLC
<0.01%#26$2.2M50,217$00+50,217New Buy
RENAISSANCE TECHNOLOGIES LLC
<0.01%#12$1.7M38,000$00+38,000New Buy
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%#60$1.4M30,968$00+30,968New Buy
NORTHERN TRUST CORP
<0.01%#40$1.1M25,681$00+25,681New Buy
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%#53$1.1M24,678$00+24,678New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#15$1.0M23,400$1.1M23,40000.00%Unchanged
Penserra Capital Management LLC
0.01%0.01%#9$1.0M22,569$663,00014,064+8,505+60.47%Add
Defiance ETFs, LLC
0.01%0.01%#7$947,77122,993$663,82114,064+8,929+63.49%Add
CreativeOne Wealth, LLC
0.02%#4$923,28720,837$00+20,837New Buy
Magnus Financial Group LLC
0.06%#1$886,20020,000$00+20,000New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%#35$787,74317,778$00+17,778New Buy
Equitable Holdings, Inc.
<0.01%#10$715,29616,143$00+16,143New Buy
ALLIANCEBERNSTEIN L.P.
<0.01%#32$632,30414,270$00+14,270New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%#38$503,14011,355$00+11,355New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#48$474,00010,699$57,0001,200+9,499+791.58%Add
MORGAN STANLEY
<0.01%#62$462,64110,441$00+10,441New Buy
Bank of New York Mellon Corp
<0.01%#50$348,5107,865$00+7,865New Buy
GOLDMAN SACHS GROUP INC
<0.01%#58$347,5237,843$00+7,843New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%#57$336,1807,587$00+7,587New Buy
JPMORGAN CHASE & CO
<0.01%#66$298,6286,170$00+6,170New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#31$272,9946,161$00+6,161New Buy
Virtu Financial LLC
0.01%#8$272,9056,159$00+6,159New Buy
TWO SIGMA INVESTMENTS, LP
<0.01%#34$264,3985,967$00+5,967New Buy
Sovereign Financial Group, Inc.
0.04%#2$254,7835,750$00+5,750New Buy
Valmark Advisers, Inc.
<0.01%#11$239,2745,400$00+5,400New Buy
Caitong International Asset Management Co., Ltd
0.03%#3$234,0015,281$00+5,281New Buy
Nuveen, LLC
<0.01%#52$209,4534,727$00+4,727New Buy
RHUMBLINE ADVISERS
<0.01%#39$178,1194,020$00+4,020New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#61$173,6963,920$23,836505+3,415+676.24%Add
DEUTSCHE BANK AG\
<0.01%#56$156,6813,536$00+3,536New Buy
NEW YORK STATE COMMON RETIREMENT FUND
<0.01%#37$124,0682,800$00+2,800New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$94,4192,131$44,226937+1,194+127.43%Add
CITIGROUP INC
<0.01%#63$73,4221,657$00+1,657New Buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
<0.01%#46$72,3141,632$00+1,632New Buy
SBI Securities Co., Ltd.
<0.01%<0.01%#16$56,0081,264$9,912210+1,054+501.90%Add
Police & Firemen's Retirement System of New Jersey
<0.01%#27$51,9311,172$00+1,172New Buy
Vanguard Global Advisers, LLC
<0.01%#64$49,0951,108$00+1,108New Buy
IFP Advisors, Inc
<0.01%#23$41,474936$00+936New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%#67$38,713944$00+944New Buy
WPG Advisers, LLC
0.02%#5$33,100747$00+747New Buy
STRS OHIO
<0.01%#41$31,017700$00+700New Buy
BARCLAYS PLC
<0.01%<0.01%#72$26,941608$3,39872+536+744.44%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%#69$22,155500$00+500New Buy
Tower Research Capital LLC (TRC)
<0.01%<0.01%#24$22,066498$9,629204+294+144.12%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow