Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Dumont & Blake Investment Advisors LLC (−1.3%).
7 tracked 13F filers disclose a position in SWSSX as of the latest SEC 13F filings, a combined $5.3M 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 | Dumont & Blake Investment Advisors LLC | 74K | $3.6M | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 2 | Carret Asset Management, LLC | 13K | $621K | —Held | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | 13K | $615K | ▲Added Added · +13K sh | Q2 2026 | |
| 4 | Fortune Financial Group, Inc. | 6K | $270K | —Held | Q2 2026 | |
| 5 | Coston, McIsaac & Partners | 2K | $76K | —Held | Q2 2026 | |
| 6 | NBT Bank, N.A. | 971 | $47K | ▲New +971 sh | Q2 2026 | |
| 7 | Estabrook Capital Management | 780 | $38K | —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, no active manager opened or added to a position in SWSSX, while 1 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $177.2M |
| Microsoft CorpMSFT | 5 funds | $113.3M |
| Alphabet Inc-CL AGOOGL | 5 funds | $70.2M |
| Amazon.com IncAMZN | 5 funds | $31.4M |
| Nvidia CorpNVDA | 5 funds | $21.3M |
| Schwab S&P 500 Index-SelSWPPX | 5 funds | $15.5M |
| JPMorgan Chase & CoJPM | 4 funds | $104.3M |
| Alphabet Inc-CL CGOOG | 4 funds | $70.1M |
| Johnson & JohnsonJNJ | 4 funds | $56.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $50.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $45.8M |
| Cisco Systems IncCSCO | 4 funds | $44.8M |
Ranked by how many of SWSSX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWSSX.
| Class | 13F holders | Value held |
|---|---|---|
| SWPPXSWPPX | 19 funds | $108.8M |
| SWTSXSCHWAB MUTL FUNDS | 8 funds | $115.7M |
| SWSSXthis pageSCHWAB 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 SWSSX
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/SWSSX/capital-change-brief"
Use Arkolith's capital_change_brief for SWSSX. 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 SWSSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.