12 tracked 13F filers disclose a position in SWPPX as of the latest SEC 13F filings, a combined $90.7M 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 | eCIO, Inc. | $80.2M | 4.2M | ▲Added Added · +4.2M sh | Q2 2026 | |
| 2 | Vermillion Wealth Management, Inc. | $4.7M | 241K | ▲Added Added · +241K sh | Q2 2026 | |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $1.2M | 72K | ▲+13% Added · +8K sh | Q1 2026 | |
| 4 | CARRET ASSET MANAGEMENT, LLC | $822K | 49K | —Held | Q1 2026 | |
| 5 | STALEY CAPITAL ADVISERS INC | $804K | 48K | —Held | Q1 2026 | |
| 6 | Williams Jones Wealth Management, LLC. | $707K | 42K | ▼−54% Reduced · −49K sh | Q1 2026 | |
| 7 | FULTON BANK, N.A. | $595K | 35K | ▲+73% Added · +15K sh | Q1 2026 | |
| 8 | Fortune Financial Group, Inc. | $657K | 34K | —Held | Q2 2026 | |
| 9 | MOODY LYNN LIEBERSON & WALKER, LLC | $543K | 28K | —Held | Q2 2026 | |
| 10 | McIlrath & Eck, LLC | $287K | 17K | ▲New +17K sh | Q1 2026 | |
| 11 | Westside Investment Management, Inc. | $160K | 8K | —Held | Q2 2026 | |
| 12 | NBT BANK, N.A. | $42K | 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 SWPPX and 2 added to an existing one, while 0 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 | 3 funds | $640.9M |
| MICROSOFT CORPMSFT | 3 funds | $581.9M |
| NVIDIA CORPNVDA | 3 funds | $453.5M |
| COSTCO WHOLESALE CORPCOST | 3 funds | $427.1M |
| AMAZON.COM INCAMZN | 3 funds | $357.2M |
| JPMORGAN CHASE & COJPM | 3 funds | $352.9M |
| VISA INC-CLASS A SHARESV | 3 funds | $337.9M |
| ALPHABET INC-CL CGOOG | 3 funds | $328.2M |
| BROADCOM INCAVGO | 3 funds | $278.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $268.8M |
| TJX COMPANIES INCTJX | 3 funds | $212.9M |
| JOHNSON & JOHNSONJNJ | 3 funds | $190.8M |
Ranked by how many of SWPPX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.