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Institutional Ownership · SEC Form 13F

Who owns SCMB (SCMB)


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

168
Institutional holders
106,026,251
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened SCMB while 15 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

SCMB’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% 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 SCMB 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 168 tracked filers holding SCMB, 107 increased or opened the position and 50 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 SCMB 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 11

  • JANE STREET GROUP, LLC$22M
  • OLD MISSION CAPITAL LLC$10M
  • FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$5M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • NewEdge Wealth, LLC$1M
  • CHOREO, LLC$1M

Full exits 5

  • PURE PORTFOLIOS HOLDINGS LLC$3M
  • Values Added Financial LLC$1M
  • Elequin Capital, LP$916K
  • Summit Financial, LLC$803K
  • Meeder Advisory Services, Inc.$803K

Largest adds

  • BANK OF AMERICA CORP /DE/$543M
  • JONES FINANCIAL COMPANIES LLLP$21M
  • Creative Planning$18M
  • ENVESTNET ASSET MANAGEMENT INC$15M
  • Quantinno Capital Management LP$5M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
  • ROYAL BANK OF CANADA$3M
  • Fort Point Capital Partners LLC$2M
  • Pallas Capital Advisors LLC$1M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$823K
  • Avidian Wealth Enterprises, LLC$653K

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added66,306,294$1.7B62.5%2026-Q1
BANK OF AMERICA CORP /DE/ added21,959,386$560M20.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added2,975,051$75M2.8%2026-Q1
Avidian Wealth Enterprises, LLC trimmed1,497,325$38M1.4%2026-Q1
Charles Schwab Trust Co added949,511$24M0.9%2026-Q1
JANE STREET GROUP, LLC added868,526$22M0.8%2026-Q1
Pallas Capital Advisors LLC trimmed845,235$22M0.8%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added779,851$20M0.7%2026-Q1
Creative Planning added748,838$19M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added726,386$19M0.7%2026-Q1
Fort Point Capital Partners LLC trimmed703,844$18M0.7%2026-Q1
Wedmont Private Capital added494,149$13M0.5%2026-Q1
OLD MISSION CAPITAL LLC added396,938$10M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed328,202$8M0.3%2026-Q1
Quantinno Capital Management LP added300,660$8M0.3%2026-Q1
MML INVESTORS SERVICES, LLC added281,415$7M0.3%2026-Q1
CGN Advisors LLC trimmed272,356$7M0.3%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed240,465$6M0.2%2026-Q1
SMITH, MOORE & CO. added234,570$6M0.2%2026-Q1
Perigon Wealth Management, LLC added211,797$5M0.2%2026-Q1
NATIXIS ADVISORS, LLC added192,557$5M0.2%2026-Q1
Beaird Harris Wealth Management, LLC trimmed192,462$5M0.2%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new178,654$5M0.2%2026-Q1
MYECFO, LLC added176,180$4M0.2%2026-Q1
Waverly Advisors, LLC added144,146$4M0.1%2026-Q1
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added141,725$4M0.1%2026-Q1
JPMORGAN CHASE & CO added138,466$4M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added135,920$3M0.1%2026-Q1
Tower Research Capital LLC (TRC) added133,724$3M0.1%2026-Q1
MANNING & NAPIER ADVISORS LLC added117,071$3M0.1%2026-Q1
Torrey Growth & Income Advisors trimmed103,690$3M0.1%2026-Q1
Investment Planning Advisors, Inc. added90,923$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added88,346$2M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added80,965$2M0.1%2026-Q1
Janney Montgomery Scott LLC80,000$2M0.1%2026-Q1
Breakwater Investment Management added73,509$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added72,707$2M0.1%2026-Q1
DONALDSON CAPITAL MANAGEMENT, LLC71,792$2M0.1%2026-Q1
Cetera Investment Advisers added67,599$2M0.1%2026-Q1
O'ROURKE & COMPANY, Inc trimmed66,658$2M0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC.65,924$2M0.1%2026-Q1
TSA Wealth Managment LLC added65,287$2M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added65,112$2M0.1%2026-Q1
Mariner, LLC trimmed63,168$2M0.1%2026-Q1
Compass Financial Group, INC/SD added61,324$2M0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added60,614$2M0.1%2026-Q1
NewEdge Wealth, LLC new57,941$1M0.1%2026-Q1
Shared Vision Wealth Group LLC added57,291$1M0.1%2026-Q1
Ackerman Capital Advisors, LLC trimmed54,129$1M0.1%2026-Q1
Meridian Wealth Management, LLC added53,801$1M0.1%2026-Q1
IFP Advisors, Inc added53,429$1M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed53,053$1M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed51,418$1M0.0%2026-Q1
CORE WEALTH ADVISORS, LLC50,295$1M0.0%2026-Q1
CHOREO, LLC new50,055$1M0.0%2026-Q1
Columbus Macro, LLC trimmed47,668$1M0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added45,880$1M0.0%2026-Q1
Francis Financial, Inc.42,671$1M0.0%2026-Q1
LPL Financial LLC added42,352$1M0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed40,100$1M0.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC new39,800$1M0.0%2026-Q1
STOLZ & ASSOCIATES, PS added38,500$989K0.0%2026-Q1
Northeast Financial Group, Inc. trimmed38,390$978K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added38,071$970K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added36,775$937K0.0%2026-Q1
Legacy Wealth Management, LLC added36,497$930K0.0%2026-Q1
Family Capital Management, Inc. added35,646$908K0.0%2026-Q1
Archer Investment Management, LLC new35,200$897K0.0%2026-Q1
NewCorp Financial Services, Inc.35,138$895K0.0%2026-Q1
Pasadena Private Wealth, LLC new33,238$847K0.0%2026-Q1
Sequoia Financial Advisors, LLC added33,065$842K0.0%2026-Q1
Alteri Wealth LLC added32,145$819K0.0%2026-Q1
Kestra Advisory Services, LLC added31,893$813K0.0%2026-Q1
Wescott Financial Advisory Group, LLC added30,997$790K0.0%2026-Q1
Gleason Group, Inc. added27,175$692K0.0%2026-Q1
AdvisorNet Financial, Inc trimmed26,528$676K0.0%2026-Q1
Asset Allocation Strategies LLC added25,655$654K0.0%2026-Q1
Coastal Bridge Advisors, LLC added25,293$644K0.0%2026-Q1
MAI Capital Management trimmed23,998$611K0.0%2026-Q1
Blueprint Investment Partners LLC trimmed23,595$601K0.0%2026-Q1
Blueprint Financial Advisors LLC trimmed23,595$601K0.0%2026-Q1
CAP Partners, LLC added22,767$580K0.0%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP22,598$576K0.0%2026-Q1
Clear Creek Financial Management, LLC added22,415$571K0.0%2026-Q1
Advyzon Investment Management, LLC added22,415$571K0.0%2026-Q1
CITADEL ADVISORS LLC added20,977$534K0.0%2026-Q1
FMR LLC new20,747$529K0.0%2026-Q1
Berger Financial Group, Inc added20,699$527K0.0%2026-Q1
HighTower Advisors, LLC added20,524$523K0.0%2026-Q1
Altiora Financial Group, LLC20,000$510K0.0%2026-Q1
Symmetry Partners, LLC added19,622$500K0.0%2026-Q1
GILL CAPITAL PARTNERS, LLC19,351$493K0.0%2026-Q1
Rochester Wealth Strategies, LLC new247,319$6M0.2%2025-Q1 stale
PURE PORTFOLIOS HOLDINGS LLC added122,608$3M0.1%2025-Q4 stale
Values Added Financial LLC new49,293$1M0.0%2025-Q4 stale
Trinity Financial Advisors LLC new42,319$1M0.0%2025-Q1 stale
Elequin Capital, LP trimmed35,552$916K0.0%2025-Q4 stale
Meeder Advisory Services, Inc. new31,160$803K0.0%2025-Q4 stale
Summit Financial, LLC new31,160$803K0.0%2025-Q4 stale
VanderPol Investments L.L.C. trimmed24,975$647K0.0%2025-Q3 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.

Learn how to read institutional ownership