Schwab US Agg Bnd Indx
$8.74+0.1%
+$3.9M
Net Activity
+12344.33% total shares
Institutions Holding
3
Popularity Rank
#14035
Avg Weight
0.31%
Total Value
$3.9M
3 institutions currently hold SWAGX, with 3 net buyers and 0 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
0
Net Buying Institutions
3
Top 5 by Value
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Across its top 3 institutional holders, SWAGX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 33/100).
SWAGX ranks #14035 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in SWAGX, but none treat it as a major bet — even Vermillion Wealth Management, Inc., its most concentrated holder, allocates just 0.9% of its own portfolio to it.
SWAGX is up 0.1% today, and institutions have been net buyers of $3.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$3.9M
Total Buy Value
$0.0
Total Sell Value
3
Net Buyers
0
Net Sellers
SWAGX
Q2 2026
Top 5 Institutional Movers
+$3.9M
+$106.0
SWAGX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808517718
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,075
Total reported value
$1.1T
Held by 5075 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,924
Total reported value
$485.0B
Held by 4924 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,840
Total reported value
$1.5T
Held by 4840 institutions — one of the most-tracked stocks on AlphaSMO
Access SWAGX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SWAGXCLI
npx alphasmo stocks get SWAGX