SNAXX Institutional Ownership & Shareholders
SCHWA PRIME ADV MONEY FD-ULT (SNAXX) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $57.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jackson Wealth Management, Llc is currently the largest disclosed institutional shareholder of SNAXX tracked by InsiderSet, reporting ownership valued at approximately $53.38M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SNAXX value among the investors covered in this analysis. Major shareholders include Jackson Wealth Management, Llc, Westside Investment Management, Inc., Price Financial Group Wealth Management, Inc, and several other long-term asset managers with concentrated positions in SCHWA PRIME ADV MONEY FD-ULT (SNAXX).
This page ranks the largest institutional SNAXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5
Total Reported Value
$57.67M
Largest Holder
Jackson Wealth Management, Llc
Largest Position
$53.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, Llc | 31.43% | 53,377,119 | $53,377,000 | — | — | — | |
| Westside Investment Management, Inc. | 0.15% | 1,152,017 | $1,152,017 | — | — | — | |
| Price Financial Group Wealth Management, Inc | 13.85% | 1,134,953 | $1,134,953 | — | — | — | |
| Wealthspire Advisors, Llc | 0.01% | 1,006,142 | $1,006,142 | — | — | — | |
| Game Plan Financial Advisors, Llc | 0.37% | 1,000,000 | $1,000,000 | — | — | — | |
| Point Nemo Capital, Llc | 0.41% | 800,804 | $800,804 | — | — | — |
Frequently asked questions about SNAXX
Who are the largest institutional holders of SNAXX?
The largest institutional holders of SNAXX reported in the latest SEC Form 13F filings include Jackson Wealth Management, Llc, Westside Investment Management, Inc., Price Financial Group Wealth Management, Inc, Wealthspire Advisors, Llc, and Game Plan Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SNAXX position.
What is SNAXX institutional ownership?
This page tracks SNAXX positions reported by institutional investment managers through SEC Form 13F. SCHWA PRIME ADV MONEY FD-ULT (SNAXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SNAXX?
InsiderSet currently tracks 5 institutional managers reporting SNAXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SNAXX shareholders.
How much SNAXX stock do institutions own?
Institutional investment managers disclosed approximately $57.67M in SNAXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SNAXX institutional ownership last updated?
The latest SNAXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SNAXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SNAXX position after the reporting date.
Are institutions buying or selling SNAXX?
Institutional buying and selling can be analyzed by comparing SNAXX positions across consecutive 13F reporting periods. InsiderSet's SNAXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SNAXX ownership changes.
How has SNAXX institutional ownership changed over time?
InsiderSet tracks SNAXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.