Among active 13F managers last quarter, 1 opened and 5 added, while 2 reduced; the largest holder to move was eCIO, Inc. (added).
19 tracked 13F filers disclose a position in SWPPX as of the latest SEC 13F filings, a combined $108.8M 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. | 4.2M | $80.2M | ▲Added Added · +4.2M sh | Q2 2026 | |
| 2 | Dumont & Blake Investment Advisors LLC | 552K | $10.7M | ▼−1.6% Reduced · −9K sh | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | 241K | $4.7M | ▲Added Added · +241K sh | Q2 2026 | |
| 4 | Ethos Financial Group, LLC | 164K | $3.1M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 5 | Coston, McIsaac & Partners | 150K | $2.9M | ▲+26% Added · +31K sh | Q2 2026 | |
| 6 | North Star Asset Management Inc | 72K | $1.2M | ▲+13% Added · +8K sh | Q1 2026 | |
| 7 | Carret Asset Management, LLC | 49K | $943K | ▼−0.3% Reduced · −170 sh | Q2 2026 | |
| 8 | Staley Capital Advisers Inc | 48K | $926K | —Held | Q2 2026 | |
| 9 | Edgar Lomax Co | 42K | $804K | —Held | Q2 2026 | |
| 10 | Williams Jones Wealth Management, LLC. | 40K | $768K | ▼−5.7% Reduced · −2K sh | Q2 2026 | |
| 11 | Fulton Bank, N.A. | 35K | $595K | ▲+73% Added · +15K sh | Q1 2026 | |
| 12 | Fortune Financial Group, Inc. | 34K | $657K | —Held | Q2 2026 | |
| 13 | Moody Lynn Lieberson & Walker, LLC | 28K | $543K | —Held | Q2 2026 | |
| 14 | McIlrath & Eck, LLC | 17K | $287K | ▲New +17K sh | Q1 2026 | |
| 15 | Estabrook Capital Management | 15K | $281K | —Held | Q2 2026 | |
| 16 | Westside Investment Management, Inc. | 8K | $160K | —Held | Q2 2026 | |
| 17 | Financial Gravity Companies, Inc. | 3K | $59K | ▲+507% Added · +3K sh | Q2 2026 | |
| 18 | NBT Bank, N.A. | 2K | $42K | ▲New +2K sh | Q2 2026 | |
| 19 | Game Plan Financial Advisors, LLC | 2K | $40K | —Held | 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 SWPPX and 5 added to an existing one, while 2 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 13 funds | $465.1M |
| Amazon.com IncAMZN | 13 funds | $256.6M |
| Johnson & JohnsonJNJ | 13 funds | $208.2M |
| Apple IncAAPL | 12 funds | $468.5M |
| Alphabet Inc-CL CGOOG | 12 funds | $386.1M |
| JPMorgan Chase & CoJPM | 12 funds | $361.5M |
| Nvidia CorpNVDA | 12 funds | $212.2M |
| Chevron CorpCVX | 12 funds | $170.1M |
| Eli Lilly & CoLLY | 12 funds | $126.5M |
| Abbvie IncABBV | 12 funds | $120.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $115.8M |
| Pfizer IncPFE | 12 funds | $95.6M |
Ranked by how many of SWPPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWPPX.
| Class | 13F holders | Value held |
|---|---|---|
| SWPPXthis pageSWPPX | 19 funds | $108.8M |
| SWTSXSCHWAB MUTL FUNDS | 8 funds | $115.7M |
| SWSSXSCHWAB MUTL FUNDS | 7 funds | $5.3M |
| SWISXSCHWAB 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 SWPPX
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/SWPPX/capital-change-brief"
Use Arkolith's capital_change_brief for SWPPX. 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 SWPPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.