Who owns SWPPX
Which tracked institutional funds hold SWPPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWPPX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
7 tracked funds added or opened SWPPX while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SWPPX’s largest tracked holder by dollar value, eCIO, Inc., sizes it at 22.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 22.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SWPPX 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 2026-Q1 and 2026-Q2, across 22 tracked filers holding SWPPX, 11 increased or opened the position and 13 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 SWPPX between the 2026-Q1 and 2026-Q2 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.
New buyers 4
- eCIO, Inc.$80M
- Vermillion Wealth Management, Inc.$5M
- Mosaic Advisors LLC$3M
- Wealthspire Advisors, LLC$2M
Full exits 5
- Front Street Capital Management, Inc.$2M
- Coston, McIsaac & Partners$2M
- NEVILLE RODIE & SHAW INC$2M
- Coastwise Capital Group, LLC$627K
- Jackson Wealth Management, LLC$514K
Largest adds
- NORTH STAR ASSET MANAGEMENT INC$2M
- DUMONT & BLAKE INVESTMENT ADVISORS LLC$1M
- Ethos Financial Group, LLC$369K
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 |
|---|---|---|---|---|
| eCIO, Inc. added | 4,150,439 | $80M | 41.3% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 552,344 | $11M | 5.5% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 241,493 | $5M | 2.4% | 2026-Q2 |
| Ethos Financial Group, LLC added | 164,351 | $3M | 1.6% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC added | 154,703 | $3M | 1.5% | 2026-Q2 |
| Mosaic Advisors LLC new | 154,500 | $3M | 1.5% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 121,138 | $2M | 1.2% | 2026-Q2 |
| CARRET ASSET MANAGEMENT, LLC trimmed | 48,827 | $943K | 0.5% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC | 47,925 | $926K | 0.5% | 2026-Q2 |
| EDGAR LOMAX CO/VA | 41,597 | $804K | 0.4% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 39,760 | $768K | 0.4% | 2026-Q2 |
| Fortune Financial Group, Inc. | 33,990 | $657K | 0.3% | 2026-Q2 |
| MOODY LYNN LIEBERSON & WALKER, LLC | 28,130 | $543K | 0.3% | 2026-Q2 |
| Fulton Bank, N.A. trimmed | 25,682 | $496K | 0.3% | 2026-Q2 |
| ROWLANDMILLER & PARTNERS.ADV added | 14,808 | $286K | 0.1% | 2026-Q2 |
| Estabrook Capital Management | 14,562 | $281K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. | 8,274 | $160K | 0.1% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 3,039 | $59K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. new | 2,153 | $42K | 0.0% | 2026-Q2 |
| Game Plan Financial Advisors, LLC | 2,045 | $40K | 0.0% | 2026-Q2 |
| Luminist Capital LLC added | 1,531 | $30K | 0.0% | 2026-Q2 |
| DB Fitzpatrick & Co, Inc added | 166 | $3K | 0.0% | 2026-Q2 |
| Front Street Capital Management, Inc. added | 137,917 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners trimmed | 119,187 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| NEVILLE RODIE & SHAW INC trimmed | 116,200 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Coastwise Capital Group, LLC trimmed | 37,392 | $627K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Jackson Wealth Management, LLC | 30,652 | $514K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Dale Q Rice Investment Management Ltd | 24,165 | $405K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 17,107 | $287K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC added | 15,547 | $261K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 3,039 | $51K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 4,040,335 | $71M | 36.5% | 2025-Q4 stale (2 quarters behind) |
| TOWER BRIDGE ADVISORS | 21,731 | $381K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Financially Speaking Inc added | 2,954 | $52K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Garton & Associates Financial Advisors LLC new | 309 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Hurley Capital, LLC new | 41,631 | $719K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| RESOURCES MANAGEMENT CORP /CT/ /ADV new | 643 | $89K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Brooklyn Investment Group added | 5,993 | $574K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Manning & Napier Advisors LLC new | 1,850 | $177K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GFG Capital, LLC new | 11 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.