Who owns SCUS
Which tracked institutional funds hold SCUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCUS 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
6 tracked funds added or opened SCUS while 5 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
SCUS’s largest tracked holder by dollar value, Cambridge Investment Research Advisors, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCUS 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 29 tracked filers holding SCUS, 15 increased or opened the position and 10 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 SCUS 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
- SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$597K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$31M
- Corient Private Wealth LLC$2M
Largest adds
- CITADEL ADVISORS LLC$5M
- Savvy Advisors, Inc.$878K
- JANE STREET GROUP, LLC$510K
- Integrity Advisory Solutions, LLC$500K
Largest trims
- Kaizen Financial Strategies$917K
- Concurrent Investment Advisors, LLC$493K
- January Capital Advisors LLC$340K
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 |
|---|---|---|---|---|
| CITADEL ADVISORS LLC added | 272,901 | $7M | 10.9% | 2026-Q2 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co new | 2,560,979 | $3M | 4.1% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 89,567 | $2M | 3.6% | 2026-Q2 |
| Savvy Advisors, Inc. added | 57,581 | $1M | 2.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 50,919 | $1M | 2.0% | 2026-Q2 |
| Kaizen Financial Strategies trimmed | 42,874 | $1M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,115 | $1M | 1.7% | 2026-Q2 |
| Mariner, LLC added | 33,097 | $833K | 1.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 32,022 | $806K | 1.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 26,490 | $667K | 1.1% | 2026-Q2 |
| Hummer Financial Advisory Services Inc | 24,800 | $624K | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 23,733 | $597K | 1.0% | 2026-Q2 |
| Coastwise Capital Group, LLC trimmed | 20,810 | $524K | 0.8% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 16,294 | $410K | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,038 | $403K | 0.6% | 2026-Q2 |
| Mainstream Capital Management LLC trimmed | 14,441 | $364K | 0.6% | 2026-Q2 |
| January Capital Advisors LLC trimmed | 13,741 | $346K | 0.6% | 2026-Q2 |
| Sculati Wealth Management, LLC trimmed | 12,790 | $322K | 0.5% | 2026-Q2 |
| AUCTUS ADVISORS LLC new | 11,928 | $300K | 0.5% | 2026-Q2 |
| EQUITABLE TRUST CO new | 10,000 | $252K | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 9,994 | $252K | 0.4% | 2026-Q2 |
| Mann Financial Group, Inc. new | 9,000 | $227K | 0.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 2,385 | $60K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC | 2,064 | $52K | 0.1% | 2026-Q2 |
| Costello Asset Management, INC | 695 | $17K | 0.0% | 2026-Q2 |
| Vermillion Wealth Management, Inc. | 497 | $13K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC new | 207 | $5K | 0.0% | 2026-Q2 |
| WOLFF WIESE MAGANA LLC added | 101 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $24 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 1,222,562 | $31M | 49.0% | 2026-Q1 stale (1 quarter behind) |
| Corient Private Wealth LLC new | 63,650 | $2M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC | 1,826 | $46K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 86,715 | $2M | 3.5% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC new | 68,087 | $2M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| WealthPLAN Partners, LLC added | 21,293 | $536K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Global Trust Asset Management, LLC | 500 | $13K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AdvisorNet Financial, Inc | 2,000 | $50K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 397 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC new | 20 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Kingsview Wealth Management, LLC added | 90,055 | $2M | 3.6% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG trimmed | 971 | $24K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters 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.