Among active 13F managers last quarter, 2 added and none reduced or exited; the largest holder to move was eCIO, Inc. (added).
3 tracked 13F filers disclose a position in SWMCX as of the latest SEC 13F filings, a combined $15.8M 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 | eCIO, Inc. | 895K | $14.8M | ▲Added Added · +895K sh | Q2 2026 | |
| 2 | Dumont & Blake Investment Advisors LLC | 56K | $921K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | 2K | $32K | ▲Added Added · +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, 2 funds added to an existing position in SWMCX, 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 |
|---|---|---|
| Schwab S&P 500 Index-SelSWPPX | 2 funds | $90.9M |
| Microsoft CorpMSFT | 2 funds | $10.5M |
| Alphabet Inc-CL CGOOG | 2 funds | $6.6M |
| Amazon.com IncAMZN | 2 funds | $6.2M |
| Johnson & JohnsonJNJ | 2 funds | $3.5M |
| Texas Instruments IncTXN | 2 funds | $2.1M |
| Eli Lilly & CoLLY | 2 funds | $1.6M |
| Ishares Core U.S. AggregateAGG | 1 funds | $43.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 1 funds | $40.3M |
| Schwab US DVD Equity ETFSCHD | 1 funds | $33.8M |
| Schwab Intl Equity ETFSCHF | 1 funds | $30.3M |
| Invesco QQQ Trust Series 1QQQ | 1 funds | $24.8M |
Ranked by how many of SWMCX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWMCX.
| Class | 13F holders | Value held |
|---|---|---|
| SWMCXthis pageSWMCX | 3 funds | $15.8M |
| SWYJXSCHWAB MUTL FUNDS | 2 funds | $230K |
| SWYOXSCHWAB MUTL FUNDS | 2 funds | $143K |
| SWYEXSCHWAB MUTL FUNDS | 2 funds | $138K |
| SWYFXSCHWAB MUTL FUNDS | 2 funds | $74K |
| SWYHXSCHWAB MUTL FUNDS | 2 funds | $57K |
| SWYNXSCHWAB MUTL FUNDS | 2 funds | $44K |
| SWYMXSCHWAB MUTL FUNDS | 2 funds | $35K |
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 SWMCX
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/SWMCX/capital-change-brief"
Use Arkolith's capital_change_brief for SWMCX. 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 SWMCX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.