Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+3.6%).
7 tracked 13F filers disclose a position in SWISX as of the latest SEC 13F filings, a combined $2.5M 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 | Fulton Bank, N.A. | 50K | $1.4M | ▲+22% Added · +9K sh | Q1 2026 | |
| 2 | Vermillion Wealth Management, Inc. | 17K | $547K | ▲Added Added · +17K sh | Q2 2026 | |
| 3 | North Star Asset Management Inc | 12K | $342K | —Held | Q1 2026 | |
| 4 | Coston, McIsaac & Partners | 2K | $78K | —Held | Q2 2026 | |
| 5 | NBT Bank, N.A. | 1K | $40K | ▲New +1K sh | Q2 2026 | |
| 6 | Financial Gravity Companies, Inc. | 605 | $19K | ▲+3.6% Added · +21 sh | Q2 2026 | |
| 7 | Game Plan Financial Advisors, LLC | 300 | $14K | ▲+392% Added · +239 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 added to an existing position in SWISX, 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 |
|---|---|---|
| Apple IncAAPL | 3 funds | $111.1M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $77.8M |
| Microsoft CorpMSFT | 3 funds | $69.1M |
| Alphabet Inc-CL CGOOG | 3 funds | $65.2M |
| Amazon.com IncAMZN | 3 funds | $57.7M |
| Visa Inc-Class A SharesV | 3 funds | $43.6M |
| Stryker CorpSYK | 3 funds | $36.0M |
| SS SPDR P S&P 400 Midcap ETFSPMD | 3 funds | $35.9M |
| Abbvie IncABBV | 3 funds | $34.4M |
| Nvidia CorpNVDA | 3 funds | $34.1M |
| Analog Devices IncADI | 3 funds | $34.0M |
| Abbott LaboratoriesABT | 3 funds | $33.8M |
Ranked by how many of SWISX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWISX.
| Class | 13F holders | Value held |
|---|---|---|
| SWPPXSWPPX | 19 funds | $108.8M |
| SWTSXSCHWAB MUTL FUNDS | 8 funds | $115.7M |
| SWSSXSCHWAB MUTL FUNDS | 7 funds | $5.3M |
| SWISXthis pageSCHWAB MUTL FUNDS | 7 funds | $2.5M |
| SFNNXSCHWAB MUTL FUNDS | 4 funds | $59.5M |
| SFLNXMutual Funds | 4 funds | $27.1M |
| SWHGXSCHWAB MUTL FUNDS | 4 funds | $376K |
| SWIRXSCHWAB MUTL FUNDS | 3 funds | $450K |
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 SWISX
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/SWISX/capital-change-brief"
Use Arkolith's capital_change_brief for SWISX. 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 SWISX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.