CW
SWMR

CreativeOne Wealth’s Swarmer Inc SWMR Stock Holding History

CreativeOne Wealth’s Portfolio SWMR Stock Details SWMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$923K Buy
+20,837
New +$901K 0.02% 606

Other funds holding SWMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CreativeOne Wealth's SWMR Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Swarmer Inc (SWMR) in Q2 2026: 20,837 shares worth $923K. The stake represents 0.02% of the portfolio and ranks #606 among its holdings.

69 funds tracked by Wall St. Rank hold SWMR as of Q2 2026.

  • CreativeOne Wealth held 20,837 shares of Swarmer Inc worth $923K as of Q2 2026.
  • Swarmer Inc was a new CreativeOne Wealth position in Q2 2026.
  • Swarmer Inc made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #606 holding.
  • 69 funds tracked by Wall St. Rank held Swarmer Inc as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.