% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SWPPX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 98K | 98K | 97K | 565K | 561K | 561K | $9M |
| Ethos Financial Group, LLC | 26K | 26K | 26K | 163K | 162K | 163K | $3M |
| Front Street Capital Management, Inc. | — | 16K | — | 129K | — | 138K | $2M |
| Coston, McIsaac & Partners | 28K | 29K | 28K | 162K | 151K | 119K | $2M |
| NEVILLE RODIE & SHAW INC | 20K | 20K | 20K | 116K | 117K | 116K | $2M |
| NORTH STAR ASSET MANAGEMENT INC | 11K | 11K | 10K | 62K | 63K | 72K | $1M |
| CARRET ASSET MANAGEMENT, LLC | 4K | 4K | 4K | 25K | 49K | 49K | $821,684 |
| STALEY CAPITAL ADVISERS INC | 7K | 8K | 8K | 48K | 48K | 48K | $803,706 |
| Williams Jones Wealth Management, LLC. | 11K | 11K | 14K | 97K | 91K | 42K | $707,306 |
| EDGAR LOMAX CO/VA | 7K | 7K | 7K | 49K | 48K | 42K | $697,579 |
| Coastwise Capital Group, LLC | — | — | — | — | 37K | 37K | $627,063 |
| Fulton Bank, N.A. | — | — | — | 19K | 21K | 35K | $595,062 |
| Fortune Financial Group, Inc. | — | — | — | — | 35K | 34K | $570,021 |
| Jackson Wealth Management, LLC | — | 5K | 5K | 30K | 31K | 31K | $514,000 |
| MOODY LYNN LIEBERSON & WALKER, LLC | — | — | — | 28K | 28K | 28K | $471,744 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Front Street Capital Management, Inc. | +137,917 | $2M | OPEN |
| McIlrath & Eck, LLC | +17,107 | $286,884 | OPEN |
| Fulton Bank, N.A. | +14,982 | $251,248 | ADD |
| NORTH STAR ASSET MANAGEMENT INC | +8,104 | $135,904 | ADD |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | +620 | $10,397 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | −4,040,335 | $68M | CLOSE |
| Williams Jones Wealth Management, LLC. | −48,739 | $817,353 | TRIM |
| Coston, McIsaac & Partners | −32,118 | $538,619 | TRIM |
| TOWER BRIDGE ADVISORS | −21,731 | $364,429 | CLOSE |
| Kohmann Bosshard Financial Services, LLC | −15,130 | $253,730 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 22 | 1,599,014 | — | $27M |
| 2025-Q4 | 25 | 5,590,130 | — | $98M |
| 2025-Q3 | 25 | 9,455,531 | — | $163M |
| 2025-Q2 | 24 | 1,495,595 | — | $143M |
| 2025-Q1 | 26 | 1,566,087 | — | $135M |
| 2024-Q4 | 25 | 893,527 | — | $81M |
| 2024-Q3 | 22 | 896,172 | — | $80M |
| 2024-Q2 | 24 | 1,007,092 | — | $85M |
| 2024-Q1 | 23 | 912,674 | — | $74M |
| 2023-Q4 | 23 | 918,495 | — | $67M |
| 2023-Q3 | 19 | 886,627 | — | $59M |
| 2023-Q2 | 20 | 910,461 | — | $63M |
| 2023-Q1 | 22 | 973,713 | — | $61M |
| 2022-Q4 | 19 | 1,037,500 | — | $61M |
| 2022-Q3 | 20 | 1,003,312 | — | $56M |
| 2022-Q2 | 21 | 1,039,821 | — | $61M |
| 2022-Q1 | 18 | 1,029,707 | — | $72M |
| 2021-Q4 | 20 | 1,033,663 | — | $75M |
| 2021-Q3 | 17 | 1,040,974 | — | $69M |
| 2021-Q2 | 20 | 1,061,732 | — | $70M |
| 2021-Q1 | 22 | 1,081,163 | — | $66M |
| 2020-Q4 | 17 | 339,075 | — | $19M |
| 2020-Q3 | 16 | 307,299 | — | $16M |
| 2020-Q2 | 15 | 291,360 | — | $14M |
| 2020-Q1 | 15 | 302,248 | — | $12M |
| 2019-Q4 | 17 | 937,919 | — | $46M |
| 2019-Q3 | 18 | 357,545 | — | $17M |
| 2019-Q2 | 20 | 352,251 | — | $16M |
| 2019-Q1 | 17 | 911,030 | — | $40M |
| 2018-Q4 | 16 | 295,852 | — | $11M |
| 2018-Q3 | 16 | 300,495 | — | $14M |
| 2018-Q2 | 16 | 318,771 | — | $13M |
| 2018-Q1 | 15 | 319,018 | — | $13M |
| 2017-Q4 | 14 | 422,755 | — | $17M |
| 2017-Q3 | 15 | 365,634 | — | $14M |
| 2017-Q2 | 13 | 345,460 | — | $13M |
| 2017-Q1 | 12 | 316,763 | — | $12M |
| 2016-Q4 | 13 | 329,790 | — | $11M |
| 2016-Q3 | 11 | 321,174 | — | $11M |
| 2016-Q2 | 10 | 286,068 | — | $9M |
| 2016-Q1 | 10 | 239,820 | — | $8M |
| 2015-Q4 | 9 | 225,544 | — | $7M |
| 2015-Q3 | 8 | 218,710 | — | $7M |
| 2015-Q2 | 9 | 214,047 | — | $7M |
| 2015-Q1 | 5 | 159,527 | — | $5M |
| 2014-Q4 | 6 | 170,729 | — | $5M |
| 2014-Q3 | 5 | 155,110 | — | $5M |
| 2014-Q2 | 5 | 152,091 | — | $5M |
| 2014-Q1 | 7 | 652,879 | — | $19M |
| 2013-Q4 | 6 | 954,205 | — | $28M |
| 2013-Q3 | 5 | 588,749 | — | $16M |
| 2013-Q2 | 5 | 571,008 | — | $14M |
