SCLZ Institutional Ownership
Swan Enhanced Dividend Income E
1W: +0.3%
YTD: +1.8%
$57.25
+0.47 (+0.82%)
Overview
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Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — SCLZ
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
5
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC NEW | 25,782 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Swan Global Investments, LLC | 25,295 | 1M | +951 | +3.9% | 10Q | SEC ↗ |
| 3 | Camarda Financial Advisors, LLC | 24,484 | 1M | +1,449 | +6.3% | 7Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 21,298 | 1M | +108 | +0.5% | 10Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 18,356 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 6 | Taylor Securities Services, Inc. NEW | 9,601 | 550K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 5,515 | 316K | +68 | +1.2% | 5Q | SEC ↗ |
| 8 | MORGAN STANLEY | 2,395 | 137K | — | +0.0% | 10Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 1,795 | 103K | +85 | +5.0% | 4Q | SEC ↗ |
| 10 | Ameritas Advisory Services, LLC NEW | 196 | 11K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Ethos Financial Group, LLC | 25,782 | 1M |
| Taylor Securities Services, Inc. | 9,601 | 550K |
| Ameritas Advisory Services, LLC | 196 | 11K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Camarda Financial Advisors, LLC | +1,449 | +6.3% | 24,484 |
| Swan Global Investments, LLC | +951 | +3.9% | 25,295 |
| JANE STREET GROUP, LLC | +108 | +0.5% | 21,298 |
| OSAIC HOLDINGS, INC. | +85 | +5.0% | 1,795 |
| Kestra Advisory Services, LLC | +68 | +1.2% | 5,515 |
Biggest Decreases (0)
None.