Who owns SCNM
Which tracked institutional funds hold SCNM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCNM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on SCNM is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 4 trimmed or exited — on balance accumulating.
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
SCNM’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCNM 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 41 tracked filers holding SCNM, 27 increased or opened the position and 17 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 SCNM 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 2
- Montgomery Financial Services LLC$4M
- Atlanta Consulting Group Advisors, LLC$975K
Full exits 1
- GOLDMAN SACHS GROUP INC$609K
Largest adds
- Simplicity Wealth,LLC$24M
- AE Wealth Management LLC$18M
- ENVESTNET ASSET MANAGEMENT INC$4M
- TRUIST FINANCIAL CORP$3M
- Key Capital Management, INC$3M
- LifeWealth Investments, LLC$996K
Largest trims
- Lloyd Advisory Services, LLC.$32M
- JANE STREET GROUP, LLC$804K
- SMART Wealth LLC$471K
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 |
|---|---|---|---|---|
| AE Wealth Management LLC trimmed | 5,285,013 | $132M | 50.8% | 2026-Q2 |
| Kingdom Financial Group LLC. trimmed | 1,257,882 | $32M | 12.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 973,736 | $24M | 9.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 399,701 | $10M | 3.8% | 2026-Q2 |
| LifeWealth Investments, LLC added | 307,572 | $8M | 3.0% | 2026-Q2 |
| Key Capital Management, INC added | 297,921 | $7M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 278,763 | $7M | 2.7% | 2026-Q2 |
| Arcadia Wealth Management, LLC trimmed | 217,601 | $5M | 2.1% | 2026-Q2 |
| SMART Wealth LLC trimmed | 177,111 | $4M | 1.7% | 2026-Q2 |
| Montgomery Financial Services LLC new | 135,291 | $3M | 1.3% | 2026-Q2 |
| Networth Advisors, LLC added | 119,110 | $3M | 1.2% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 117,014 | $3M | 1.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 105,358 | $3M | 1.0% | 2026-Q2 |
| FLP Wealth Management, LLC added | 90,630 | $2M | 0.9% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 82,076 | $2M | 0.8% | 2026-Q2 |
| Centennial Advisors, LLC trimmed | 56,875 | $1M | 0.5% | 2026-Q2 |
| FSA Advisors, Inc. added | 48,437 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 47,333 | $1M | 0.5% | 2026-Q2 |
| Slagle Financial, LLC trimmed | 43,364 | $1M | 0.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 40,394 | $1M | 0.4% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC new | 39,021 | $975K | 0.4% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 37,549 | $939K | 0.4% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 28,700 | $709K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,369 | $586K | 0.2% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. added | 20,521 | $516K | 0.2% | 2026-Q2 |
| &PARTNERS added | 17,744 | $444K | 0.2% | 2026-Q2 |
| FWG Investments, LLC. new | 16,192 | $407K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 13,239 | $333K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 9,669 | $242K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 9,496 | $237K | 0.1% | 2026-Q2 |
| Integrated Wealth Management trimmed | 8,451 | $213K | 0.1% | 2026-Q2 |
| Boomfish Wealth Group, LLC new | 8,174 | $204K | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 3,614 | $90K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. trimmed | 3,243 | $82K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 2,398 | $60K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,679 | $42K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,015 | $26K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 750 | $19K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC | 315 | $8K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 289 | $7K | 0.0% | 2026-Q2 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC new | 256 | $6K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 24,359 | $609K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,958 | $329K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 13,201 | $328K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 868 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 561 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC added | 128 | $3K | 0.0% | 2026-Q1 stale (1 quarter 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.