CX Institutional
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CX Institutional’s Swarmer Inc SWMR Stock Holding History

CX Institutional’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
Q3 		$2K Buy
120
+50
+71% +$1.78K ﹤0.01% 1592
2026
Q2 		$3K Buy
+70
New +$3.03K ﹤0.01% 1443

Other funds holding SWMR

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's SWMR Position: Q3 2026 in Review

CX Institutional increased its Swarmer Inc (SWMR) stake by 71% in Q3 2026, buying an estimated $1.78K and bringing the position to 120 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

CX Institutional first reported a position in SWMR in Q2 2026 and has held it in 2 quarters since. The position peaked at $3K in Q2 2026. 12 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

  • CX Institutional held 120 shares of Swarmer Inc worth $2K as of Q3 2026.
  • CX Institutional bought 50 Swarmer Inc shares in Q3 2026, an estimated $1.78K.
  • Swarmer Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1592 holding.
  • CX Institutional first reported a position in Swarmer Inc in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Swarmer Inc position peaked at $3K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.