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Institutional Ownership · SEC Form 13F

Who owns SBCF (SBCF)


Which tracked institutional funds hold SBCF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBCF company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

291
Institutional holders
81,655,122
Shares held (tracked funds)
83.4%
Of shares outstanding

How the tape is positioned

47 tracked funds added or opened SBCF while 66 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SBCF’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SBCF more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SBCF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 291 tracked filers holding SBCF, 147 increased or opened the position and 125 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SBCF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 14

  • VANGUARD CAPITAL MANAGEMENT LLC$133M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$65M
  • VANGUARD FIDUCIARY TRUST CO$19M
  • OBERWEIS ASSET MANAGEMENT INC/$11M
  • Emerald Investment Advisers, LLC$5M
  • PEREGRINE CAPITAL MANAGEMENT LLC$5M

Full exits 14

  • VANGUARD GROUP INC$199M
  • F/m Investments LLC$5M
  • BOOTHBAY FUND MANAGEMENT, LLC$4M
  • COMERICA BANK$3M
  • PANAGORA ASSET MANAGEMENT INC$2M
  • Brandywine Global Investment Management, LLC$2M

Largest adds

  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$29M
  • Qube Research & Technologies Ltd$16M
  • GOLDMAN SACHS GROUP INC$11M
  • EMERALD ADVISERS, LLC$9M
  • FRANKLIN RESOURCES INC$9M
  • STATE STREET CORP$7M

Largest trims

  • BlackRock, Inc.$119M
  • WELLINGTON MANAGEMENT GROUP LLP$22M
  • FJ Capital Management LLC$15M
  • BROWN ADVISORY INC$7M
  • North Reef Capital Management LP$7M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed10,101,111$306M11.6%2026-Q1
North Reef Capital Management LP trimmed5,825,000$176M6.7%2026-Q1
STATE STREET CORP added5,023,436$152M5.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed4,850,958$147M5.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,398,516$133M5.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,150,592$95M3.6%2026-Q1
FRANKLIN RESOURCES INC added2,736,124$83M3.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,471,924$75M2.8%2026-Q1
WESTWOOD HOLDINGS GROUP INC added2,267,167$69M2.6%2026-Q1
DEPRINCE RACE & ZOLLO INC added2,237,739$68M2.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,133,940$65M2.5%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,834,521$56M2.1%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed1,729,851$52M2.0%2026-Q1
GOLDMAN SACHS GROUP INC added1,498,914$45M1.7%2026-Q1
GW&K Investment Management, LLC trimmed1,454,745$44M1.7%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added1,327,206$40M1.5%2026-Q1
Qube Research & Technologies Ltd added1,161,764$35M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,058,367$32M1.2%2026-Q1
ROYCE & ASSOCIATES LP trimmed1,006,265$30M1.2%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed999,246$30M1.2%2026-Q1
NORTHERN TRUST CORP added979,053$30M1.1%2026-Q1
FJ Capital Management LLC trimmed906,053$27M1.0%2026-Q1
Tributary Capital Management, LLC added813,439$25M0.9%2026-Q1
Aberdeen Group plc added769,039$23M0.9%2026-Q1
BROWN ADVISORY INC trimmed753,553$23M0.9%2026-Q1
MORGAN STANLEY trimmed701,889$21M0.8%2026-Q1
Bank of New York Mellon Corp trimmed691,127$21M0.8%2026-Q1
Nuveen, LLC added672,073$20M0.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed668,191$20M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new625,832$19M0.7%2026-Q1
HEARTLAND ADVISORS INC trimmed622,000$19M0.7%2026-Q1
Russell Investments Group, Ltd. added568,464$17M0.7%2026-Q1
Curi Capital, LLC added559,743$17M0.6%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed565,414$17M0.6%2026-Q1
First Eagle Investment Management, LLC added505,065$15M0.6%2026-Q1
EMERALD ADVISERS, LLC added504,363$15M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added470,731$14M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added464,064$14M0.5%2026-Q1
Ceredex Value Advisors LLC trimmed455,400$14M0.5%2026-Q1
Aptus Capital Advisors, LLC added444,844$13M0.5%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ new378,866$11M0.4%2026-Q1
UBS Group AG trimmed378,723$11M0.4%2026-Q1
SEI INVESTMENTS CO added363,154$11M0.4%2026-Q1
Public Sector Pension Investment Board added346,541$10M0.4%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST added326,516$10M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed321,614$10M0.4%2026-Q1
LORD, ABBETT & CO. LLC trimmed312,882$9M0.4%2026-Q1
Invesco Ltd. trimmed304,694$9M0.4%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND266,480$8M0.3%2026-Q1
RHUMBLINE ADVISERS added265,738$8M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added257,465$8M0.3%2026-Q1
Pier Capital, LLC trimmed252,880$8M0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed241,076$7M0.3%2026-Q1
Focus Partners Wealth trimmed232,999$7M0.3%2026-Q1
BLUEDOOR PRIVATE WEALTH, LLC trimmed223,437$7M0.3%2026-Q1
Legal & General Group Plc trimmed216,503$7M0.2%2026-Q1
Nicholas Investment Partners, LP trimmed205,011$6M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed208,764$6M0.2%2026-Q1
SALZHAUER MICHAEL added194,867$6M0.2%2026-Q1
FMR LLC trimmed194,385$6M0.2%2026-Q1
Swiss National Bank added193,600$6M0.2%2026-Q1
FIRST TRUST ADVISORS LP added193,549$6M0.2%2026-Q1
Emerald Investment Advisers, LLC new179,143$5M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added166,654$5M0.2%2026-Q1
SG Americas Securities, LLC added158,376$5M0.2%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC new156,890$5M0.2%2026-Q1
T. Rowe Price Investment Management, Inc. trimmed153,537$5M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed139,630$4M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added139,127$4M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added119,244$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added118,324$4M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added104,207$3M0.1%2026-Q1
Pathstone Holdings, LLC added107,372$3M0.1%2026-Q1
FEDERATED HERMES, INC. added104,500$3M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed99,791$3M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed89,699$3M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added87,191$3M0.1%2026-Q1
Creative Planning trimmed85,813$3M0.1%2026-Q1
Cannell & Spears LLC85,621$3M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new85,061$3M0.1%2026-Q1
CITIGROUP INC trimmed84,270$3M0.1%2026-Q1
DEUTSCHE BANK AG\ added80,798$2M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed79,912$2M0.1%2026-Q1
Rafferty Asset Management, LLC trimmed76,645$2M0.1%2026-Q1
AM INVESTMENT STRATEGIES LLC added76,386$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added75,999$2M0.1%2026-Q1
FIFTH THIRD BANCORP added74,348$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D73,015$2M0.1%2026-Q1
NATIXIS ADVISORS, LLC added68,936$2M0.1%2026-Q1
Elizabeth Park Capital Advisors, Ltd. added68,477$2M0.1%2026-Q1
FIRST NATIONAL BANK OF OMAHA added67,942$2M0.1%2026-Q1
Graham Capital Management, L.P. added64,765$2M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed64,648$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,331,473$199M7.6%2025-Q4 stale
MACQUARIE GROUP LTD added746,574$23M0.9%2025-Q3 stale
F/m Investments LLC trimmed169,675$5M0.2%2025-Q4 stale
BOOTHBAY FUND MANAGEMENT, LLC trimmed113,076$4M0.1%2025-Q4 stale
ALGERT GLOBAL LLC97,447$3M0.1%2025-Q2 stale
COMERICA BANK added83,974$3M0.1%2025-Q4 stale
PANAGORA ASSET MANAGEMENT INC added79,085$2M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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