Who owns SWVXX (SWVXX)
Which tracked institutional funds hold SWVXX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWVXX 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
The tracked-fund tape on SWVXX is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 3 trimmed or exited — on balance accumulating.
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
SWVXX’s largest tracked holder by dollar value, Jackson Wealth Management, LLC, sizes it at 5.6% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 5.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SWVXX 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 21 tracked filers holding SWVXX, 15 increased or opened the position and 8 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 SWVXX 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.
New buyers 3
- STONEBRIDGE CAPITAL MANAGEMENT INC$22M
- Trivant Custom Portfolio Group, LLC$5M
- Lester Murray Antman dba SimplyRich$683K
Largest adds
- Financial Gravity Asset Management, Inc.$6M
- Redwood Wealth Management Group, LLC$2M
- Game Plan Financial Advisors, LLC$2M
- Fortune Financial Group, Inc.$935K
- Kohmann Bosshard Financial Services, LLC$884K
- Coastwise Capital Group, LLC$755K
Largest trims
- Westside Investment Management, Inc.$3M
- Jackson Wealth Management, LLC$904K
- Garton & Associates Financial Advisors LLC$688K
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 |
|---|---|---|---|---|
| Jackson Wealth Management, LLC trimmed | 49,030,841 | $49M | 28.2% | 2026-Q1 |
| Redwood Wealth Management Group, LLC added | 22,286,214 | $22M | 12.8% | 2026-Q1 |
| STONEBRIDGE CAPITAL MANAGEMENT INC trimmed | 21,931,878 | $22M | 12.6% | 2026-Q1 |
| Game Plan Financial Advisors, LLC added | 12,303,991 | $12M | 7.1% | 2026-Q1 |
| Garton & Associates Financial Advisors LLC trimmed | 8,196,610 | $8M | 4.7% | 2026-Q1 |
| Coastwise Capital Group, LLC added | 7,500,620 | $8M | 4.3% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 7,499,604 | $7M | 4.3% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC added | 6,856,424 | $7M | 3.9% | 2026-Q1 |
| Trivant Custom Portfolio Group, LLC added | 5,299,002 | $5M | 3.0% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 3,310,880 | $3M | 1.9% | 2026-Q1 |
| Main Management LLC trimmed | 2,018,052 | $2M | 1.2% | 2026-Q1 |
| Westside Investment Management, Inc. trimmed | 1,094,343 | $1M | 0.6% | 2026-Q1 |
| Dale Q Rice Investment Management Ltd added | 823,787 | $824K | 0.5% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich added | 683,773 | $683K | 0.4% | 2026-Q1 |
| ITHAKA GROUP LLC added | 520,852 | $521K | 0.3% | 2026-Q1 |
| PSI Advisors, LLC trimmed | 276,901 | $277K | 0.2% | 2026-Q1 |
| Keystone Financial Group new | 107,729 | $108K | 0.1% | 2026-Q1 |
| RFP Financial Group LLC trimmed | 67,640 | $68K | 0.0% | 2026-Q1 |
| Private Capital Advisors, Inc. added | 28,471 | $28K | 0.0% | 2026-Q1 |
| Coston, McIsaac & Partners trimmed | 15,685 | $15K | 0.0% | 2026-Q1 |
| RICHARDSON FINANCIAL SERVICES INC. new | 11,890 | $12K | 0.0% | 2026-Q1 |
| Fairfield Financial Advisors, LTD trimmed | 8,284,941 | $8M | 4.8% | 2025-Q3 stale |
| Financial Gravity Companies, Inc. added | 8,191,805 | $8M | 4.7% | 2025-Q2 stale |
| Vermillion Wealth Management, Inc. added | 4,252,763 | $4M | 2.4% | 2025-Q3 stale |
| Hurley Capital, LLC new | 1,433,672 | $1M | 0.8% | 2025-Q3 stale |
| TWIN CAPITAL MANAGEMENT INC added | 1,114,028 | $1M | 0.6% | 2025-Q1 stale |
| Brooklyn Investment Group new | 290,273 | $290K | 0.2% | 2025-Q2 stale |
| Financially Speaking Inc added | 220,398 | $220K | 0.1% | 2025-Q4 stale |
| eCIO, Inc. added | 128,295 | $128K | 0.1% | 2025-Q3 stale |
| CCM INVESTMENT ADVISERS LLC new | 15,013 | $15K | 0.0% | 2025-Q4 stale |
| Copeland Capital Management, LLC trimmed | 898 | $898 | 0.0% | 2025-Q3 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.