SWVXX Institutional Ownership
Who owns SWVXX and what the big funds did with it last quarter, from every SEC 13F filing. 16 funds reported holding SWVXX at Jun 30, 2026.
- ●12 buying vs 12 selling
- ▼Shares held by funds -72.7%
- ▼Funds holding -4
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 16 | 20 | −20.0% |
| In funds' top 10 | 2 | 8 | −75.0% |
| 13F shares | 39.1M | 143M | −72.7% |
| Held by funds | – | – | – |
| New positions | 5 | 5 | 0.0% |
| Increased | 7 | 8 | −12.5% |
| Reduced | 3 | 6 | −50.0% |
| Sold out | 9 | 3 | +200.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns SWVXX
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds100.0%
- Banks and brokers0.0%
- Pensions, insurers and other0.0%
The top 10 holders own 99.1% of all SWVXX shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
14 funds changed their position- Game Plan Financial Advisors, LLCTrimmed−5.6M sh
- Rhl Group, LLCNew+2.6M sh
- Vermillion Wealth Management, Inc.Trimmed−2.1M sh
- Fortune Financial Group, Inc.Sold out−1.9M sh
- Westside Investment Management, Inc.Added+1.1M sh
🔒 Free account: see all 14.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Game Plan Financial Advisors, LLC | – | 13.7M | $13.7M | +1.4M |
| 2 | Jackson Wealth Management, LLC | – | 9.5M | $9.5M | −39.6M |
| 3 | Financial Gravity Companies, Inc. | – | 6.3M | $6.3M | – |
| 4 | Vermillion Wealth Management, Inc. | – | 2.6M | $2.6M | +2.6M |
| 5 | Main Management LLC | – | 2M | $2M | −2,227 |
| 6 | Fortune Financial Group, Inc. | – | 1.9M | $1.9M | −1.4M |
| 7 | Westside Investment Management, Inc. | – | 1.4M | $1.4M | +271K |
| 8 | Ithaka Group LLC | – | 525K | $525K | +4,519 |
| 9 | Wealthspire Advisors, LLC | – | 449K | $449K | +449K |
| 10 | Point Nemo Capital, LLC | – | 410K | $410K | +410K |
- Vermillion Wealth Management, Inc.+2.6M sh+$2.6M
- Game Plan Financial Advisors, LLC+1.4M sh+$1.4M
- Wealthspire Advisors, LLC+449K sh+$449K
- Point Nemo Capital, LLC+410K sh+$410K
- Westside Investment Management, Inc.+271K sh+$271K
- RFP Financial Group LLC+111K sh+$111K
- Aurora Investment Managers, LLC.+11K sh+$11K
- Ithaka Group LLC+4,519 sh+$5K
- Jackson Wealth Management, LLC−39.6M sh−$39.6M
- Redwood Wealth Management Group, LLC−22.3M sh−$22.3M
- Stonebridge Capital Management Inc−21.9M sh−$21.9M
- Garton & Associates Financial Advisors LLC−8.2M sh−$8.2M
- Coastwise Capital Group, LLC−7.5M sh−$7.5M
- Trivant Custom Portfolio Group, LLC−5.3M sh−$5.3M
- Fortune Financial Group, Inc.−1.4M sh−$1.4M
- Dale Q Rice Investment Management Ltd−824K sh−$824K
SWVXX institutional ownership FAQ
Who owns the most SWVXX stock?
In Q2 2026 13F filings the largest holder of SWVXX was Game Plan Financial Advisors, LLC, followed by Jackson Wealth Management, LLC and Financial Gravity Companies, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of SWVXX is owned by institutions?
16 funds reported holding 39.1M SWVXX shares at Jun 30, 2026.
Are hedge funds buying SWVXX?
In Q2 2026, 12 funds bought SWVXX (5 of them new positions) and 12 sold (9 sold out completely). Our fund sentiment for SWVXX is bearish.
What is SWVXX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SWVXX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.