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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 66,306,294 | $1.7B | 62.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 21,959,386 | $560M | 20.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,975,051 | $75M | 2.8% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 1,497,325 | $38M | 1.4% | 2026-Q1 |
| Charles Schwab Trust Co added | 949,511 | $24M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 868,526 | $22M | 0.8% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 845,235 | $22M | 0.8% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 779,851 | $20M | 0.7% | 2026-Q1 |
| Creative Planning added | 748,838 | $19M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 726,386 | $19M | 0.7% | 2026-Q1 |
| Fort Point Capital Partners LLC trimmed | 703,844 | $18M | 0.7% | 2026-Q1 |
| Wedmont Private Capital added | 494,149 | $13M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 396,938 | $10M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 328,202 | $8M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 300,660 | $8M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 281,415 | $7M | 0.3% | 2026-Q1 |
| CGN Advisors LLC trimmed | 272,356 | $7M | 0.3% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 240,465 | $6M | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 234,570 | $6M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 211,797 | $5M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 192,557 | $5M | 0.2% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 192,462 | $5M | 0.2% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new | 178,654 | $5M | 0.2% | 2026-Q1 |
| MYECFO, LLC added | 176,180 | $4M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 144,146 | $4M | 0.1% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 141,725 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 138,466 | $4M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 135,920 | $3M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 133,724 | $3M | 0.1% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 117,071 | $3M | 0.1% | 2026-Q1 |
| Torrey Growth & Income Advisors trimmed | 103,690 | $3M | 0.1% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 90,923 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 88,346 | $2M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 80,965 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC | 80,000 | $2M | 0.1% | 2026-Q1 |
| Breakwater Investment Management added | 73,509 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,707 | $2M | 0.1% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 71,792 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 67,599 | $2M | 0.1% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc trimmed | 66,658 | $2M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. | 65,924 | $2M | 0.1% | 2026-Q1 |
| TSA Wealth Managment LLC added | 65,287 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 65,112 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 63,168 | $2M | 0.1% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 61,324 | $2M | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 60,614 | $2M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC new | 57,941 | $1M | 0.1% | 2026-Q1 |
| Shared Vision Wealth Group LLC added | 57,291 | $1M | 0.1% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 54,129 | $1M | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 53,801 | $1M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 53,429 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 53,053 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 51,418 | $1M | 0.0% | 2026-Q1 |
| CORE WEALTH ADVISORS, LLC | 50,295 | $1M | 0.0% | 2026-Q1 |
| CHOREO, LLC new | 50,055 | $1M | 0.0% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 47,668 | $1M | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,880 | $1M | 0.0% | 2026-Q1 |
| Francis Financial, Inc. | 42,671 | $1M | 0.0% | 2026-Q1 |
| LPL Financial LLC added | 42,352 | $1M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 40,100 | $1M | 0.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC new | 39,800 | $1M | 0.0% | 2026-Q1 |
| STOLZ & ASSOCIATES, PS added | 38,500 | $989K | 0.0% | 2026-Q1 |
| Northeast Financial Group, Inc. trimmed | 38,390 | $978K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 38,071 | $970K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 36,775 | $937K | 0.0% | 2026-Q1 |
| Legacy Wealth Management, LLC added | 36,497 | $930K | 0.0% | 2026-Q1 |
| Family Capital Management, Inc. added | 35,646 | $908K | 0.0% | 2026-Q1 |
| Archer Investment Management, LLC new | 35,200 | $897K | 0.0% | 2026-Q1 |
| NewCorp Financial Services, Inc. | 35,138 | $895K | 0.0% | 2026-Q1 |
| Pasadena Private Wealth, LLC new | 33,238 | $847K | 0.0% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 33,065 | $842K | 0.0% | 2026-Q1 |
| Alteri Wealth LLC added | 32,145 | $819K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,893 | $813K | 0.0% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 30,997 | $790K | 0.0% | 2026-Q1 |
| Gleason Group, Inc. added | 27,175 | $692K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 26,528 | $676K | 0.0% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 25,655 | $654K | 0.0% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 25,293 | $644K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 23,998 | $611K | 0.0% | 2026-Q1 |
| Blueprint Investment Partners LLC trimmed | 23,595 | $601K | 0.0% | 2026-Q1 |
| Blueprint Financial Advisors LLC trimmed | 23,595 | $601K | 0.0% | 2026-Q1 |
| CAP Partners, LLC added | 22,767 | $580K | 0.0% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 22,598 | $576K | 0.0% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 22,415 | $571K | 0.0% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 22,415 | $571K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,977 | $534K | 0.0% | 2026-Q1 |
| FMR LLC new | 20,747 | $529K | 0.0% | 2026-Q1 |
| Berger Financial Group, Inc added | 20,699 | $527K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 20,524 | $523K | 0.0% | 2026-Q1 |
| Altiora Financial Group, LLC | 20,000 | $510K | 0.0% | 2026-Q1 |
| Symmetry Partners, LLC added | 19,622 | $500K | 0.0% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC | 19,351 | $493K | 0.0% | 2026-Q1 |
| Rochester Wealth Strategies, LLC new | 247,319 | $6M | 0.2% | 2025-Q1 stale |
| PURE PORTFOLIOS HOLDINGS LLC added | 122,608 | $3M | 0.1% | 2025-Q4 stale |
| Values Added Financial LLC new | 49,293 | $1M | 0.0% | 2025-Q4 stale |
| Trinity Financial Advisors LLC new | 42,319 | $1M | 0.0% | 2025-Q1 stale |
| Elequin Capital, LP trimmed | 35,552 | $916K | 0.0% | 2025-Q4 stale |
| Meeder Advisory Services, Inc. new | 31,160 | $803K | 0.0% | 2025-Q4 stale |
| Summit Financial, LLC new | 31,160 | $803K | 0.0% | 2025-Q4 stale |
| VanderPol Investments L.L.C. trimmed | 24,975 | $647K | 0.0% | 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.
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.