Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
6 tracked 13F filers disclose a position in FWMIX as of the latest SEC 13F filings, a combined $2.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | 11K | $711K | ▲New +11K sh | Q1 2026 | |
| 2 | Kelleher Financial Advisors | 10K | $665K | ▲+109% Added · +5K sh | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | 7K | $487K | ▲Added Added · +7K sh | Q2 2026 | |
| 4 | Ethos Financial Group, LLC | 4K | $302K | ▲+6.8% Added · +286 sh | Q2 2026 | |
| 5 | Coston, McIsaac & Partners | 306 | $20K | ▲+4.4% Added · +13 sh | Q2 2026 | |
| 6 | Game Plan Financial Advisors, LLC | 30 | $2K | ▲+3.4% Added · +1 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 FWMIX and 2 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Vanguard Growth ETFVUG | 3 funds | $76.0M |
| Vanguard Value ETFVTV | 3 funds | $61.7M |
| Microsoft CorpMSFT | 3 funds | $58.7M |
| Apple IncAAPL | 3 funds | $58.1M |
| Vanguard S&P 500 ETFVOO | 3 funds | $43.9M |
| Vanguard Large-Cap ETFVV | 3 funds | $40.1M |
| Vanguard Tot World STK ETFVT | 3 funds | $38.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $33.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $30.6M |
| Schwab US Large-Cap ETFSCHX | 3 funds | $30.4M |
| Vanguard Mid-Cap ETFVO | 3 funds | $28.8M |
| Vanguard Dividend Apprec ETFVIG | 3 funds | $28.0M |
Ranked by how many of FWMIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FWMIX.
| Class | 13F holders | Value held |
|---|---|---|
| WMFFXOPEN END TAXABLE LOAD FUND | 9 funds | $9.5M |
| AWSHXOPEN END TAXABLE LOAD FUND | 6 funds | $2.3M |
| FWMIXthis pageOPEN END TAXABLE NO LOAD FUND | 6 funds | $2.2M |
| 939330742OPEN END - NO LOAD FUND 529 | 1 funds | $627K |
| 939330403COM | 1 funds | $17K |
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 FWMIX
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/FWMIX/capital-change-brief"
Use Arkolith's capital_change_brief for FWMIX. 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 FWMIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.