Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 10-K filed 2026-03-20, as of 2026-03-16)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | SWKH · NASDAQ | 12,095,979 | 86 | 0.0% | 1 | 78501P203 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (1 of 1 · 78501P203)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | IFP Advisors, Inc | 86 | 0.00% | $1K | -2 (-2.3%) |
Exited since 2026-03-31 (59 filers; largest 25 shown)
| Carlson Capital, L.P. | −8,493,088 |
| M3F, Inc. | −995,256 |
| CREDIT INDUSTRIEL ET COMMERCIAL | −225,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | −175,307 |
| BlackRock, Inc. | −153,811 |
| GEODE CAPITAL MANAGEMENT, LLC | −72,886 |
| Rangeley Capital, LLC | −63,000 |
| DIMENSIONAL FUND ADVISORS LP | −49,449 |
| STATE STREET CORP | −48,067 |
| RAYMOND JAMES FINANCIAL INC | −47,442 |
| MORGAN STANLEY | −35,683 |
| ACADIAN ASSET MANAGEMENT LLC | −31,720 |
| NORTHERN TRUST CORP | −30,018 |
| AQR CAPITAL MANAGEMENT LLC | −25,490 |
| RENAISSANCE TECHNOLOGIES LLC | −23,100 |
| VANGUARD FIDUCIARY TRUST CO | −19,863 |
| GRACE & WHITE INC /NY | −18,721 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | −17,038 |
| PRELUDE CAPITAL MANAGEMENT, LLC | −10,000 |
| Russell Investments Group, Ltd. | −7,205 |
| RHUMBLINE ADVISERS | −4,441 |
| State of Wyoming | −2,761 |
| NEW YORK STATE COMMON RETIREMENT FUND | −2,131 |
| CWM, LLC | −1,914 |
| NewEdge Advisors, LLC | −1,803 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Jason A. Stock | SCHEDULE 13G/A | 2026-04-23 | 2026-04-07 | 0 | 0% |
| M3F, Inc. | SCHEDULE 13G/A | 2026-04-23 | 2026-04-07 | 0 | 0% |
| M3 Funds, LLC | SCHEDULE 13G/A | 2026-04-23 | 2026-04-07 | 0 | 0% |
| M3 Partners, LP | SCHEDULE 13G/A | 2026-04-23 | 2026-04-07 | 0 | 0% |
| William C. Waller | SCHEDULE 13G/A | 2026-04-23 | 2026-04-07 | 0 | 0% |
| Asgard Investment Corp. | SCHEDULE 13D/A | 2026-04-08 | 2026-04-06 | 0 | 0% |
| Asgard Investment Corp. II | SCHEDULE 13D/A | 2026-04-08 | 2026-04-06 | 0 | 0% |
| Carlson Capital, L.P. | SCHEDULE 13D/A | 2026-04-08 | 2026-04-06 | 0 | 0% |
| Clint D. Carlson | SCHEDULE 13D/A | 2026-04-08 | 2026-04-06 | 0 | 0% |
| Double Black Diamond Offshore Ltd. | SCHEDULE 13D/A | 2026-04-08 | 2026-04-06 | 0 | 0% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.