AI Holders Summary · Q1 2026

61 institutions reported SWKH in Q1 2026. Carlson Capital, L.P. leads at 80.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Carlson Capital, L.P.

CIK 0001056973

$144M8.5M45.45%Q1 2026 02

M3F, Inc.

CIK 0001511291

$17M995K4.20%Q1 2026 03

CREDIT INDUSTRIEL ET COMMERCIAL

CIK 0001274419

$4M225K0.30%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M175K0.00%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$3M154K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M73K0.00%Q1 2026 07

Rangeley Capital, LLC

CIK 0001517796

$1M63K1.04%Q1 2026 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$841K49K0.00%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$818K48K0.00%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$807K47K0.00%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$607K36K0.00%Q1 2026 12

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$536K32K0.00%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$511K30K0.00%Q1 2026 14

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$434K25K0.00%Q1 2026 15

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$393K23K0.00%Q1 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$338K20K0.00%Q1 2026 17

GRACE & WHITE INC /NY

CIK 0000903064

$318K19K0.06%Q1 2026 18

Vanguard Portfolio Management

CIK 0002100121· Index

$290K17K0.00%Q1 2026 19

PRELUDE CAPITAL MANAGEMENT, LLC

CIK 0001387508

$170K10K0.01%Q1 2026 20

Russell Investments Group, Ltd.

CIK 0001692234

$122K7K0.00%Q1 2026

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