Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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 2026-Q1 and 2026-Q2: 4 added or opened and 12 trimmed or exited — on balance reducing.
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, Redwood Wealth Management Group, LLC, sizes it at 9.7% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 9.5pp 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 2026-Q1 and 2026-Q2, across 14 tracked filers holding SWVXX, 12 increased or opened the position and 15 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 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 2
- Financial Gravity Companies, Inc.$6M
- Vermillion Wealth Management, Inc.$3M
Full exits 10
- Redwood Wealth Management Group, LLC$22M
- STONEBRIDGE CAPITAL MANAGEMENT INC$22M
- Garton & Associates Financial Advisors LLC$8M
- Coastwise Capital Group, LLC$8M
- Financial Gravity Asset Management, Inc.$7M
- Kohmann Bosshard Financial Services, LLC$7M
Largest adds
- Game Plan Financial Advisors, LLC$1M
- Westside Investment Management, Inc.$271K
Largest trims
- Jackson Wealth Management, LLC$40M
- Fortune Financial Group, Inc.$1M
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 |
|---|---|---|---|---|
| Game Plan Financial Advisors, LLC added | 13,674,886 | $14M | 10.4% | 2026-Q2 |
| Jackson Wealth Management, LLC trimmed | 9,477,935 | $9M | 7.2% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 6,341,887 | $6M | 4.8% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 2,577,503 | $3M | 2.0% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 1,868,224 | $2M | 1.4% | 2026-Q2 |
| Westside Investment Management, Inc. added | 1,365,347 | $1M | 1.0% | 2026-Q2 |
| ITHAKA GROUP LLC added | 525,371 | $525K | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 448,575 | $449K | 0.3% | 2026-Q2 |
| Point Nemo Capital, LLC new | 410,313 | $410K | 0.3% | 2026-Q2 |
| Park Place Capital Corp new | 386,986 | $387K | 0.3% | 2026-Q2 |
| RFP Financial Group LLC added | 178,441 | $178K | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 108,353 | $108K | 0.1% | 2026-Q2 |
| Private Capital Advisors, Inc. added | 28,641 | $29K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. new | 2,000 | $2K | 0.0% | 2026-Q2 |
| Redwood Wealth Management Group, LLC added | 22,286,214 | $22M | 17.0% | 2026-Q1 stale (1 quarter behind) |
| STONEBRIDGE CAPITAL MANAGEMENT INC trimmed | 21,931,878 | $22M | 16.7% | 2026-Q1 stale (1 quarter behind) |
| Garton & Associates Financial Advisors LLC trimmed | 8,196,610 | $8M | 6.2% | 2026-Q1 stale (1 quarter behind) |
| Coastwise Capital Group, LLC added | 7,500,620 | $8M | 5.7% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. added | 7,499,604 | $7M | 5.7% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC added | 6,856,424 | $7M | 5.2% | 2026-Q1 stale (1 quarter behind) |
| Trivant Custom Portfolio Group, LLC added | 5,299,002 | $5M | 4.0% | 2026-Q1 stale (1 quarter behind) |
| Main Management LLC trimmed | 2,018,052 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Dale Q Rice Investment Management Ltd added | 823,787 | $824K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Lester Murray Antman dba SimplyRich added | 683,773 | $683K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| PSI Advisors, LLC trimmed | 276,901 | $277K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners trimmed | 15,685 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RICHARDSON FINANCIAL SERVICES INC. new | 11,890 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financially Speaking Inc added | 220,398 | $220K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CCM INVESTMENT ADVISERS LLC new | 15,013 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Fairfield Financial Advisors, LTD trimmed | 8,284,941 | $8M | 6.3% | 2025-Q3 stale (3 quarters behind) |
| Hurley Capital, LLC new | 1,433,672 | $1M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| eCIO, Inc. added | 128,295 | $128K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Copeland Capital Management, LLC trimmed | 898 | $898 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Brooklyn Investment Group new | 290,273 | $290K | 0.2% | 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.