Who owns SNAXX (SNAXX)
Which tracked institutional funds hold SNAXX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SNAXX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened SNAXX while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SNAXX’s largest tracked holder by dollar value, Kohmann Bosshard Financial Services, LLC, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SNAXX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 8 tracked filers holding SNAXX, 3 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SNAXX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Kohmann Bosshard Financial Services, LLC$51M
- Game Plan Financial Advisors, LLC$2M
- Garton & Associates Financial Advisors LLC$1M
Largest trims
- Jackson Wealth Management, LLC$3M
- Coastwise Capital Group, LLC$504K
- Redwood Wealth Management Group, LLC$428K
- Westside Investment Management, Inc.$360K
- Fairfield Financial Advisors, LTD$298K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC added | 55,462,636 | $55M | 53.5% | 2026-Q1 |
| Coastwise Capital Group, LLC trimmed | 23,864,649 | $24M | 23.0% | 2026-Q1 |
| Fairfield Financial Advisors, LTD trimmed | 15,310,728 | $15M | 14.8% | 2026-Q1 |
| Game Plan Financial Advisors, LLC added | 3,219,471 | $3M | 3.1% | 2026-Q1 |
| Redwood Wealth Management Group, LLC trimmed | 2,335,834 | $2M | 2.3% | 2026-Q1 |
| Jackson Wealth Management, LLC trimmed | 1,283,720 | $1M | 1.2% | 2026-Q1 |
| Garton & Associates Financial Advisors LLC added | 1,258,832 | $1M | 1.2% | 2026-Q1 |
| Westside Investment Management, Inc. trimmed | 397,144 | $397K | 0.4% | 2026-Q1 |
| Vermillion Wealth Management, Inc. new | 415,417 | $415K | 0.4% | 2025-Q1 stale |
| Fortune Financial Group, Inc. new | 51,685 | $53K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.