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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 10,101,111 | $306M | 11.6% | 2026-Q1 |
| North Reef Capital Management LP trimmed | 5,825,000 | $176M | 6.7% | 2026-Q1 |
| STATE STREET CORP added | 5,023,436 | $152M | 5.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,850,958 | $147M | 5.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,398,516 | $133M | 5.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,150,592 | $95M | 3.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,736,124 | $83M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,471,924 | $75M | 2.8% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 2,267,167 | $69M | 2.6% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 2,237,739 | $68M | 2.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,133,940 | $65M | 2.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,834,521 | $56M | 2.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 1,729,851 | $52M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,498,914 | $45M | 1.7% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,454,745 | $44M | 1.7% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,327,206 | $40M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,161,764 | $35M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,058,367 | $32M | 1.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 1,006,265 | $30M | 1.2% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 999,246 | $30M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 979,053 | $30M | 1.1% | 2026-Q1 |
| FJ Capital Management LLC trimmed | 906,053 | $27M | 1.0% | 2026-Q1 |
| Tributary Capital Management, LLC added | 813,439 | $25M | 0.9% | 2026-Q1 |
| Aberdeen Group plc added | 769,039 | $23M | 0.9% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 753,553 | $23M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 701,889 | $21M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 691,127 | $21M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 672,073 | $20M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 668,191 | $20M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 625,832 | $19M | 0.7% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 622,000 | $19M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 568,464 | $17M | 0.7% | 2026-Q1 |
| Curi Capital, LLC added | 559,743 | $17M | 0.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 565,414 | $17M | 0.6% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 505,065 | $15M | 0.6% | 2026-Q1 |
| EMERALD ADVISERS, LLC added | 504,363 | $15M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 470,731 | $14M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 464,064 | $14M | 0.5% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 455,400 | $14M | 0.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 444,844 | $13M | 0.5% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ new | 378,866 | $11M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 378,723 | $11M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 363,154 | $11M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 346,541 | $10M | 0.4% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 326,516 | $10M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 321,614 | $10M | 0.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 312,882 | $9M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 304,694 | $9M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 266,480 | $8M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 265,738 | $8M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 257,465 | $8M | 0.3% | 2026-Q1 |
| Pier Capital, LLC trimmed | 252,880 | $8M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 241,076 | $7M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 232,999 | $7M | 0.3% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 223,437 | $7M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 216,503 | $7M | 0.2% | 2026-Q1 |
| Nicholas Investment Partners, LP trimmed | 205,011 | $6M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 208,764 | $6M | 0.2% | 2026-Q1 |
| SALZHAUER MICHAEL added | 194,867 | $6M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 194,385 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 193,600 | $6M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 193,549 | $6M | 0.2% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 179,143 | $5M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 166,654 | $5M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 158,376 | $5M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 156,890 | $5M | 0.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 153,537 | $5M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 139,630 | $4M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 139,127 | $4M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 119,244 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 118,324 | $4M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 104,207 | $3M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 107,372 | $3M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 104,500 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 99,791 | $3M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 89,699 | $3M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 87,191 | $3M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 85,813 | $3M | 0.1% | 2026-Q1 |
| Cannell & Spears LLC | 85,621 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 85,061 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 84,270 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 80,798 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 79,912 | $2M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 76,645 | $2M | 0.1% | 2026-Q1 |
| AM INVESTMENT STRATEGIES LLC added | 76,386 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 75,999 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 74,348 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 73,015 | $2M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 68,936 | $2M | 0.1% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. added | 68,477 | $2M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 67,942 | $2M | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. added | 64,765 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 64,648 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,331,473 | $199M | 7.6% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 746,574 | $23M | 0.9% | 2025-Q3 stale |
| F/m Investments LLC trimmed | 169,675 | $5M | 0.2% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 113,076 | $4M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC | 97,447 | $3M | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 83,974 | $3M | 0.1% | 2025-Q4 stale |
| PANAGORA ASSET MANAGEMENT INC added | 79,085 | $2M | 0.1% | 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.
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.