Who owns SCCR
Which tracked institutional funds hold SCCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCCR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
4 tracked funds added or opened SCCR while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SCCR’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCCR 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 2026-Q1 and 2026-Q2, across 24 tracked filers holding SCCR, 17 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 SCCR between the 2026-Q1 and 2026-Q2 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.
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$209M
- Breakwater Investment Management$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$962K
- ATX Financial Planning, LLC$377K
Largest trims
- CITADEL ADVISORS LLC$1M
- Camarda Financial Advisors, LLC$746K
- Compass Financial Group, INC/SD$401K
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 50,187,984 | $1.3B | 98.4% | 2026-Q2 |
| Breakwater Investment Management added | 311,868 | $8M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 148,817 | $4M | 0.3% | 2026-Q2 |
| ATX Financial Planning, LLC added | 77,031 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,194 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 20,241 | $518K | 0.0% | 2026-Q2 |
| Camarda Financial Advisors, LLC trimmed | 18,580 | $475K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,244 | $441K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 13,295 | $340K | 0.0% | 2026-Q2 |
| Compass Financial Group, INC/SD trimmed | 13,000 | $333K | 0.0% | 2026-Q2 |
| Acorn Wealth Advisors, LLC new | 11,757 | $301K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 6,779 | $173K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 3,240 | $83K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 2,939 | $75K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 2,558 | $65K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 2,356 | $60K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,732 | $44K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,567 | $40K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC | 890 | $23K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC new | 414 | $11K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 400 | $10K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 100 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 47 | $1K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 27 | $691 | 0.0% | 2026-Q2 |
| AIRE ADVISORS, LLC new | 11,725 | $302K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,132 | $261K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Creative Planning new | 8,921 | $229K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RFG Advisory, LLC new | 7,893 | $203K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 2,702 | $69K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 1,241 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 400 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BNP PARIBAS FINANCIAL MARKETS | 5 | $129 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 45,886 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Destination Wealth Management new | 14,293 | $369K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 8,736 | $226K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GODSEY & GIBB, INC new | 594 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management | 103 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC new | 689 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Kiker Wealth Management, LLC new | 279 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 90 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.