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Institutional Ownership · SEC Form 13F

Who owns SCNM (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

88
Institutional holders
20,811,627
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on SCNM is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 0 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, Lloyd Advisory Services, LLC., sizes it at 9.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.1pp 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 2025-Q4 and 2026-Q1, across 40 tracked filers holding SCNM, 39 increased or opened the position and 1 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 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 24

  • AE Wealth Management LLC$326M
  • Lloyd Advisory Services, LLC.$35M
  • Kingdom Financial Group LLC.$35M
  • TRUIST FINANCIAL CORP$23M
  • LifeWealth Investments, LLC$14M
  • ENVESTNET ASSET MANAGEMENT INC$14M

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.

FundSharesReported value% of valueQuarter
Lloyd Advisory Services, LLC. new1,278,316$32M38.2%2026-Q1
LifeWealth Investments, LLC new290,988$7M8.7%2026-Q1
AE Wealth Management LLC new258,611$6M7.8%2026-Q1
Key Capital Management, INC new269,006$6M7.6%2026-Q1
Arcadia Wealth Management, LLC new220,403$5M6.6%2026-Q1
TRUIST FINANCIAL CORP new211,395$5M6.4%2026-Q1
HOWARD BAILEY SECURITIES, LLC new101,282$3M3.0%2026-Q1
B.O.S.S. Retirement Advisors, LLC new90,589$2M2.7%2026-Q1
Quest 10 Wealth Builders, Inc. new83,883$2M2.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC new65,313$2M2.0%2026-Q1
FLP Wealth Management, LLC new1,179$1M1.6%2026-Q1
Kingdom Financial Group LLC. new45,001$1M1.4%2026-Q1
Centennial Advisors, LLC new44,436$1M1.3%2026-Q1
Triad Wealth Partners, LLC new37,043$921K1.1%2026-Q1
Simplicity Wealth,LLC new34,415$856K1.0%2026-Q1
Slagle Financial, LLC new31,806$795K1.0%2026-Q1
GOLDMAN SACHS GROUP INC new24,359$609K0.7%2026-Q1
JANE STREET GROUP, LLC new24,080$603K0.7%2026-Q1
Raleigh Capital Management Inc. new23,719$593K0.7%2026-Q1
SMART Wealth LLC new24,854$586K0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new23,293$583K0.7%2026-Q1
LifePlan Investment Advisors, Inc. new20,332$505K0.6%2026-Q1
OLD MISSION CAPITAL LLC new15,356$362K0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,958$329K0.4%2026-Q1
CITADEL ADVISORS LLC new13,201$328K0.4%2026-Q1
CoreCap Advisors, LLC new13,127$326K0.4%2026-Q1
FSA Advisors, Inc. new10,284$256K0.3%2026-Q1
&PARTNERS new10,412$245K0.3%2026-Q1
Rothschild Wealth LLC new9,538$225K0.3%2026-Q1
Integrated Wealth Management new8,479$211K0.3%2026-Q1
Decker Retirement Planning Inc. new3,285$82K0.1%2026-Q1
Networth Advisors, LLC new2,854$71K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. new1,015$25K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV new868$22K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. new750$19K0.0%2026-Q1
Ascentis Independent Advisors new561$14K0.0%2026-Q1
UBS Group AG new299$7K0.0%2026-Q1
Sterling Capital Management LLC new315$7K0.0%2026-Q1
OSAIC HOLDINGS, INC. new211$5K0.0%2026-Q1
Sound Income Strategies, LLC added128$3K0.0%2026-Q1

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