Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
36 tracked funds added or opened SCMB while 20 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
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 0.0% 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 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 2026-Q1 and 2026-Q2, across 184 tracked filers holding SCMB, 119 increased or opened the position and 65 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 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.
New buyers 7
- GOLDMAN SACHS GROUP INC$3M
- Copper Harbor Investment Advisors, LLC$2M
- Acorn Wealth Advisors, LLC$1M
- INTEGRITY ALLIANCE, LLC.$1M
- Cypress Wealth Services, LLC$708K
- Accredited Investors Inc.$663K
Full exits 9
- JANE STREET GROUP, LLC$22M
- NATIXIS ADVISORS, LLC$5M
- Janney Montgomery Scott LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Northeast Financial Group, Inc.$978K
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$244M
- BANK OF AMERICA CORP /DE/$43M
- JONES FINANCIAL COMPANIES LLLP$14M
- Fort Point Capital Partners LLC$8M
- RENAISSANCE TECHNOLOGIES LLC$6M
- CITADEL ADVISORS LLC$5M
Largest trims
- Creative Planning$17M
- OLD MISSION CAPITAL LLC$9M
- Tower Research Capital LLC (TRC)$3M
- MML INVESTORS SERVICES, LLC$3M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$2M
- Torrey Growth & Income Advisors$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 74,885,347 | $1.9B | 64.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 23,333,836 | $602M | 20.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,475,683 | $90M | 3.0% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 1,483,825 | $38M | 1.3% | 2026-Q2 |
| Charles Schwab Trust Co added | 1,055,202 | $27M | 0.9% | 2026-Q2 |
| Fort Point Capital Partners LLC added | 1,014,596 | $26M | 0.9% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 918,625 | $24M | 0.8% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 903,490 | $23M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 860,999 | $22M | 0.7% | 2026-Q2 |
| Wedmont Private Capital added | 494,540 | $13M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 385,679 | $10M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 329,854 | $9M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 306,190 | $8M | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 279,549 | $7M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 276,100 | $7M | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 225,093 | $6M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 223,357 | $6M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 221,635 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 216,721 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 176,935 | $5M | 0.2% | 2026-Q2 |
| MYECFO, LLC trimmed | 167,230 | $4M | 0.1% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 166,612 | $4M | 0.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 156,452 | $4M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 153,858 | $4M | 0.1% | 2026-Q2 |
| Compass Financial Group, INC/SD added | 149,926 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 148,808 | $4M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 147,243 | $4M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 135,900 | $4M | 0.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC added | 118,406 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 116,462 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 114,711 | $3M | 0.1% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 112,247 | $3M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 100,000 | $3M | 0.1% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 95,092 | $2M | 0.1% | 2026-Q2 |
| Investment Planning Advisors, Inc. trimmed | 90,645 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 85,248 | $2M | 0.1% | 2026-Q2 |
| Breakwater Investment Management added | 75,456 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 71,878 | $2M | 0.1% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 71,792 | $2M | 0.1% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 70,567 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 67,723 | $2M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 65,957 | $2M | 0.1% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 62,983 | $2M | 0.1% | 2026-Q2 |
| TSA Wealth Managment LLC trimmed | 62,130 | $2M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 60,614 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 57,515 | $1M | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 56,529 | $1M | 0.0% | 2026-Q2 |
| CHOREO, LLC added | 54,135 | $1M | 0.0% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 53,356 | $1M | 0.0% | 2026-Q2 |
| Columbus Macro, LLC added | 53,282 | $1M | 0.0% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 52,784 | $1M | 0.0% | 2026-Q2 |
| Torrey Growth & Income Advisors trimmed | 52,690 | $1M | 0.0% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 51,039 | $1M | 0.0% | 2026-Q2 |
| CORE WEALTH ADVISORS, LLC trimmed | 49,904 | $1M | 0.0% | 2026-Q2 |
| Archer Investment Management, LLC added | 48,787 | $1M | 0.0% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 44,784 | $1M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 43,446 | $1M | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 42,974 | $1M | 0.0% | 2026-Q2 |
| Francis Financial, Inc. trimmed | 42,330 | $1M | 0.0% | 2026-Q2 |
| Family Capital Management, Inc. added | 41,166 | $1M | 0.0% | 2026-Q2 |
| Acorn Wealth Advisors, LLC new | 40,395 | $1M | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 40,046 | $1M | 0.0% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 38,942 | $1M | 0.0% | 2026-Q2 |
| STOLZ & ASSOCIATES, PS added | 38,590 | $996K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 38,322 | $989K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 37,927 | $979K | 0.0% | 2026-Q2 |
| Legacy Wealth Management, LLC added | 36,507 | $943K | 0.0% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 33,610 | $868K | 0.0% | 2026-Q2 |
| FMR LLC added | 33,578 | $867K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 32,282 | $834K | 0.0% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 32,081 | $828K | 0.0% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 31,268 | $807K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 28,668 | $740K | 0.0% | 2026-Q2 |
| Gleason Group, Inc. added | 28,005 | $723K | 0.0% | 2026-Q2 |
| Cypress Wealth Services, LLC new | 27,402 | $708K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 26,313 | $679K | 0.0% | 2026-Q2 |
| CAP Partners, LLC added | 26,235 | $677K | 0.0% | 2026-Q2 |
| MAI Capital Management added | 25,866 | $668K | 0.0% | 2026-Q2 |
| Accredited Investors Inc. new | 25,674 | $663K | 0.0% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 25,590 | $661K | 0.0% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 25,515 | $659K | 0.0% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 25,418 | $656K | 0.0% | 2026-Q2 |
| Symmetry Partners, LLC added | 24,341 | $628K | 0.0% | 2026-Q2 |
| Blueprint Financial Advisors LLC | 23,595 | $609K | 0.0% | 2026-Q2 |
| Blueprint Investment Partners LLC | 23,595 | $609K | 0.0% | 2026-Q2 |
| Hoxton Planning & Management, LLC added | 22,573 | $583K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 21,716 | $561K | 0.0% | 2026-Q2 |
| Roan Capital Partners added | 21,064 | $544K | 0.0% | 2026-Q2 |
| Berger Financial Group, Inc added | 20,717 | $535K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,475 | $529K | 0.0% | 2026-Q2 |
| Altiora Financial Group, LLC | 20,000 | $516K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC new | 19,410 | $501K | 0.0% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 19,351 | $500K | 0.0% | 2026-Q2 |
| Golden Bell Financial Planning LLC added | 18,077 | $467K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 17,400 | $449K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 17,101 | $442K | 0.0% | 2026-Q2 |
| Unify Financial Advisors | 17,000 | $439K | 0.0% | 2026-Q2 |
| FF Advisors,LLC | 16,819 | $434K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 16,699 | $431K | 0.0% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC | 16,667 | $430K | 0.0% | 2026-Q2 |
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.