12 tracked 13F filers disclose a position in SWVXX as of the latest SEC 13F filings, a combined $36.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | $13.7M | 13.7M | ▲+11% Added · +1.4M sh | Q2 2026 | |
| 2 | Jackson Wealth Management, LLC | $9.5M | 9.5M | ▼−81% Reduced · −39.6M sh | Q2 2026 | |
| 3 | Financial Gravity Companies, Inc. | $6.3M | 6.3M | ▼−23% Reduced · −1.8M sh | Q2 2026 | |
| 4 | Vermillion Wealth Management, Inc. | $2.6M | 2.6M | ▲Added Added · +2.6M sh | Q2 2026 | |
| 5 | Fortune Financial Group, Inc. | $1.9M | 1.9M | ▼−44% Reduced · −1.4M sh | Q2 2026 | |
| 6 | Westside Investment Management, Inc. | $1.4M | 1.4M | ▲+25% Added · +271K sh | Q2 2026 | |
| 7 | ITHAKA GROUP LLC | $525K | 525K | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 8 | Point Nemo Capital, LLC | $410K | 410K | ▲New +410K sh | Q2 2026 | |
| 9 | Keystone Financial Group | $108K | 108K | ▲+0.6% Added · +624 sh | Q2 2026 | |
| 10 | Private Capital Advisors, Inc. | $29K | 29K | ▲+0.6% Added · +170 sh | Q2 2026 | |
| 11 | Coston, McIsaac & Partners | $17K | 19K | ▲+19% Added · +3K sh | Q2 2026 | |
| 12 | NBT BANK, N.A. | $2K | 2K | ▲New +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SWVXX and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $228.3M |
| NVIDIA CORPNVDA | 8 funds | $133.2M |
| AMAZON.COM INCAMZN | 8 funds | $109.0M |
| MICROSOFT CORPMSFT | 8 funds | $86.3M |
| ELI LILLY & COLLY | 7 funds | $527.6M |
| ALPHABET INC-CL AGOOGL | 7 funds | $96.1M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $74.4M |
| BROADCOM INCAVGO | 7 funds | $25.8M |
| SPDR GOLD SHARESGLD | 7 funds | $10.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $93.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $88.4M |
| PALO ALTO NETWORKS INCPANW | 6 funds | $84.8M |
Ranked by how many of SWVXX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SWVXXthis pageSWVXX | 12 funds | $36.4M |
| SNVXXSCHWAB NON-SWEEP MMF | 9 funds | $3.2M |
| SNAXXSNAXX | 6 funds | $55.5M |
| SNSXXSCHWAB NON-SWEEP MMF | 3 funds | $28.5M |
| SNOXXSNOXX | 3 funds | $7.2M |
| SUTXXSCHWAB NON-SWEEP MMF | 2 funds | $18.9M |
| SWOXXSCHWAB NON-SWEEP MMF | 2 funds | $7.9M |
| SCOXXSCHWAB NON-SWEEP MMF | 1 funds | $1.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SWVXX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWVXX/capital-change-brief"
Use Arkolith's capital_change_brief for SWVXX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SWVXX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.