Who owns SCLZ?
Swan Enhanced Dividend Income ETF · Swan
10 institutions reported holding SCLZ, worth $8.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCLZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.1M | 36,712 | +18,356 shares |
| Swan Global Investments, LLC | Durango, CO | $1.4M | 25,295 | +951 shares |
| Ethos Financial Group, LLC | King Of Prussia, PA | $1.4M | 25,782 | New position |
| Camarda Financial Advisors, LLC | Fleming Island, FL | $1.4M | 24,484 | +1,449 shares |
| Jane Street Group, LLC | New York, NY | $1.2M | 21,298 | +108 shares |
| Taylor Securities Services, Inc. | Harrisburg, PA | $538K | 9,601 | New position |
| Kestra Advisory Services, LLC | Austin, TX | $309K | 5,515 | +68 shares |
| Morgan Stanley | New York, NY | $134K | 2,395 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $101K | 1,795 | +85 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $11K | 196 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCLZ?
10 institutional managers reported holding SCLZ in Form 13F filings for June 30, 2026, worth $8.5M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $2.1M.
Did institutions buy or sell SCLZ last quarter?
Reported 13F value rose 70.9% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCLZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.