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SNAXX SCHWA PRIME ADV MONEY FD-ULT

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SNAXX (fund)

8 managers (8 13F filers) reported a position in SNAXX shares at 2026-06-30, 57,692,995 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
8
13F filers
8
New
5
Added
1
Reduced
2
Sold out
4
Shares held by filers
57,692,995

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Jackson Wealth Management, LLC53,377,119$53.4M31.43%+52,093,39913F-HRTimeline
Price Financial Group Wealth Management…1,233,720$1.23M20.51%new13F-HRTimeline
Wealthspire Advisors, LLC1,006,142$1.01M0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC1,000,000$1M0.37%-2,219,47113F-HRTimeline
Point Nemo Capital, LLC800,804$801K0.41%new13F-HRTimeline
Vermillion Wealth Management, Inc.111,506$112K0.03%new13F-HRTimeline
Westside Investment Management, Inc.111,085$111K0.01%-286,05913F-HRTimeline
Fortune Financial Group, Inc.52,619$52.6K0.04%new13F-HRTimeline