Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab S&P 500 Index (SWPPX)

23 + Investors. Track Smart Money conviction in SWPPX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — SWPPX

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
23 funds currently hold this stock — 88% of the 3.0-year high of 26 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold SWPPX compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

12 buying12 selling
Last quarter: 12 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SWPPX position: 7 → 4 → 2 → 8. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 17% medium ■ 26% new
13 out of 23 hedge funds have held SWPPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +412% but shares only +272% — price-driven

Value
+412%
Shares
+271%
Last quarter: the total dollar value of institutional holdings rose +412%, but actual share count only changed +272%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~8 new funds/quarter

3 → 7 → 4 → 2 → 8 new funds/Q
New funds entering each quarter: 7 → 4 → 2 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 23 holders: 13 (57%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 23 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SWPPX

In 2026 Q2, 12 hedge funds were net buyers of SWPPX (8 opened a new position, 4 added to an existing one), while 12 reduced or exited (4 trimmed, 8 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 23.

Hedge Fund Ownership: SWPPX

How many hedge funds hold SWPPX — quarterly history vs. share price
Quarterly hedge fund ownership of SWPPX vs. share price

Market Analysis: SWPPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWPPX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SWPPX
23 + Investors

Track Smart Money conviction in SWPPX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 23 -
13F Shares 6M 2M 271.73%
Total Value $116M $23M 412.01%
New Positions 8 2 +6
Increased Positions 4 5 -1
Closed Positions 8 4 +4
Reduced Positions 4 7 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWPPX

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Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWPPX. Verified SEC 13F-HR filings.

QUARTER:
Top 22 SWPPX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 eCIO, Inc. 22.53% 4,150,439 $80.2M
2 Mosaic Advisors LLC 4.00% 154,500 $3.0M
3 Dumont & Blake Investment Advisors LLC 2.40% 552,344 $10.7M
4 Vermillion Wealth Management, Inc. 1.09% 241,493 $4.7M
5 Coston, McIsaac & Partners 0.58% 150,286 $2.9M
6 Fortune Financial Group, Inc. 0.51% 33,990 $657K
7 Ethos Financial Group, LLC 0.21% 164,351 $3.1M
8 North Star Asset Management Inc 0.12% 154,703 $3.0M
9 Carret Asset Management, LLC 0.08% 48,827 $943K
10 Edgar Lomax Co/Va 0.06% 41,597 $804K
11 Estabrook Capital Management 0.04% 14,562 $281K
12 Staley Capital Advisers Inc 0.04% 47,925 $926K
13 Luminist Capital LLC 0.03% 1,531 $30K
14 Moody Lynn Lieberson & Walker, LLC 0.03% 28,130 $543K
15 Westside Investment Management, Inc. 0.02% 8,274 $160K
16 Fulton Bank, N.A. 0.02% 25,682 $496K
17 Game Plan Financial Advisors, LLC 0.01% 2,045 $40K
18 Wealthspire Advisors, LLC 0.01% 121,138 $2.3M
19 Financial Gravity Companies, Inc. 0.01% 3,039 $59K
20 Williams Jones Wealth Management, LLC. 0.01% 39,760 $768K
21 Nbt Bank, N.A. 0.00% 2,153 $42K
22 DB Fitzpatrick & Co, Inc 0.00% 166 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schwab S&P 500 Index (SWPPX)

What does the Smart Money Trend signal show for SWPPX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SWPPX?

Slight buying edge — 50% buying: Last quarter: 12 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SWPPX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 23 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWPPX?

57% of holders stayed for 2+ years: 13 out of 23 hedge funds have held SWPPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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