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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lloyd Advisory Services, LLC. new | 1,278,316 | $32M | 38.2% | 2026-Q1 |
| LifeWealth Investments, LLC new | 290,988 | $7M | 8.7% | 2026-Q1 |
| AE Wealth Management LLC new | 258,611 | $6M | 7.8% | 2026-Q1 |
| Key Capital Management, INC new | 269,006 | $6M | 7.6% | 2026-Q1 |
| Arcadia Wealth Management, LLC new | 220,403 | $5M | 6.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 211,395 | $5M | 6.4% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC new | 101,282 | $3M | 3.0% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC new | 90,589 | $2M | 2.7% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. new | 83,883 | $2M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 65,313 | $2M | 2.0% | 2026-Q1 |
| FLP Wealth Management, LLC new | 1,179 | $1M | 1.6% | 2026-Q1 |
| Kingdom Financial Group LLC. new | 45,001 | $1M | 1.4% | 2026-Q1 |
| Centennial Advisors, LLC new | 44,436 | $1M | 1.3% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 37,043 | $921K | 1.1% | 2026-Q1 |
| Simplicity Wealth,LLC new | 34,415 | $856K | 1.0% | 2026-Q1 |
| Slagle Financial, LLC new | 31,806 | $795K | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 24,359 | $609K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 24,080 | $603K | 0.7% | 2026-Q1 |
| Raleigh Capital Management Inc. new | 23,719 | $593K | 0.7% | 2026-Q1 |
| SMART Wealth LLC new | 24,854 | $586K | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 23,293 | $583K | 0.7% | 2026-Q1 |
| LifePlan Investment Advisors, Inc. new | 20,332 | $505K | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 15,356 | $362K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,958 | $329K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 13,201 | $328K | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC new | 13,127 | $326K | 0.4% | 2026-Q1 |
| FSA Advisors, Inc. new | 10,284 | $256K | 0.3% | 2026-Q1 |
| &PARTNERS new | 10,412 | $245K | 0.3% | 2026-Q1 |
| Rothschild Wealth LLC new | 9,538 | $225K | 0.3% | 2026-Q1 |
| Integrated Wealth Management new | 8,479 | $211K | 0.3% | 2026-Q1 |
| Decker Retirement Planning Inc. new | 3,285 | $82K | 0.1% | 2026-Q1 |
| Networth Advisors, LLC new | 2,854 | $71K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 1,015 | $25K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 868 | $22K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 750 | $19K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 561 | $14K | 0.0% | 2026-Q1 |
| UBS Group AG new | 299 | $7K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC new | 315 | $7K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 211 | $5K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC added | 128 | $3K | 0.0% | 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.
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.