8 tracked 13F filers disclose a position in SWTSX as of the latest SEC 13F filings, a combined $115.7M 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 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $45.7M | 2.5M | ▼−41% Reduced · −1.7M sh | Q2 2026 | |
| 2 | YOUSIF CAPITAL MANAGEMENT, LLC | $42.8M | 2.4M | —Held | Q2 2026 | |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $24.9M | 1.6M | ▼−1.1% Reduced · −18K sh | Q1 2026 | |
| 4 | Vermillion Wealth Management, Inc. | $1.5M | 83K | ▲Added Added · +83K sh | Q2 2026 | |
| 5 | Ethos Financial Group, LLC | $367K | 21K | ▲+1.1% Added · +223 sh | Q2 2026 | |
| 6 | NBT BANK, N.A. | $317K | 17K | ▲New +17K sh | Q2 2026 | |
| 7 | Westside Investment Management, Inc. | $146K | 8K | —Held | Q2 2026 | |
| 8 | Coston, McIsaac & Partners | $3K | 218 | ▲New +218 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 SWTSX and 1 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $875.2M |
| APPLE INCAAPL | 6 funds | $730.6M |
| MICROSOFT CORPMSFT | 6 funds | $474.3M |
| AMAZON.COM INCAMZN | 6 funds | $448.9M |
| ALPHABET INC-CL CGOOG | 6 funds | $441.2M |
| ADVANCED MICRO DEVICESAMD | 6 funds | $361.6M |
| TESLA INCTSLA | 6 funds | $351.4M |
| BROADCOM INCAVGO | 6 funds | $338.2M |
| ALPHABET INC-CL AGOOGL | 6 funds | $329.9M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $273.0M |
| JPMORGAN CHASE & COJPM | 6 funds | $141.1M |
| VISA INC-CLASS A SHARESV | 6 funds | $130.4M |
Ranked by how many of SWTSX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SWPPXSWPPX | 19 funds | $108.8M |
| SWTSXthis pageSCHWAB MUTL FUNDS | 8 funds | $115.7M |
| 808509848SCHWAB MUTL FUNDS | 7 funds | $5.3M |
| 808509830SCHWAB MUTL FUNDS | 7 funds | $2.5M |
| SFNNXSCHWAB MUTL FUNDS | 4 funds | $59.5M |
| SFLNXMutual Funds | 4 funds | $27.1M |
| 808509301SCHWAB MUTL FUNDS | 4 funds | $376K |
| 808509244SCHWAB 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 SWTSX
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/SWTSX/capital-change-brief"
Use Arkolith's capital_change_brief for SWTSX. 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 SWTSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.