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Institutional Ownership · SEC Form 13F

Who owns SCYB


Which tracked institutional funds hold SCYB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCYB company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

140
Institutional holders
8M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on SCYB is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 10 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

SCYB’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SCYB 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 140 tracked filers holding SCYB, 101 increased or opened the position and 45 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 SCYB 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 15

  • RATIONAL ADVISORS, INC.$8M
  • OLD MISSION CAPITAL LLC$4M
  • Prospera Financial Services Inc$3M
  • IFC & Insurance Marketing, Inc.$2M
  • Prairiewood Capital, LLC$2M
  • PFG Advisors$2M

Full exits 6

  • Strategic Financial Planning, Inc.$6M
  • Principia Wealth Advisory, LLC$4M
  • Orion Porfolio Solutions, LLC$3M
  • Oasis Advisors, LLC$3M
  • NORTHERN TRUST CORP$1M
  • Windsor Advisory Group, LLC$575K

Largest adds

  • JANE STREET GROUP, LLC$10M
  • Tidal Investments LLC$7M
  • L2 Asset Management, LLC$6M
  • JONES FINANCIAL COMPANIES LLLP$4M
  • Avior Wealth Management, LLC$2M
  • MMA ASSET MANAGEMENT LLC$2M

Largest trims

  • BREAKTHRU ADVISORY SERVICES, LLC$6M
  • Evergreen Advisors, LLC$582K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$402K
  • SeaCrest Wealth Management, LLC$333K

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).

FundSharesReported value% of valueQuarter
Tidal Investments LLC added1,433,618$37M6.2%2026-Q1
CORNERSTONE ENTERPRISES, LLC added625,865$16M2.7%2026-Q1
Charles Schwab Trust Co added505,447$13M2.2%2026-Q1
L2 Asset Management, LLC added468,509$12M2.0%2026-Q1
JANE STREET GROUP, LLC added420,658$11M1.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added418,707$11M1.8%2026-Q1
DAHRING | CUSMANO LLC added346,378$9M1.5%2026-Q1
RATIONAL ADVISORS, INC. new301,093$8M1.3%2026-Q1
CFG Wealth Management Services, Inc. added228,118$6M1.0%2026-Q1
Summit Financial, LLC added201,448$5M0.9%2026-Q1
OLD MISSION CAPITAL LLC added155,548$4M0.7%2026-Q1
MMA ASSET MANAGEMENT LLC added148,677$4M0.6%2026-Q1
GTS SECURITIES LLC added146,362$4M0.6%2026-Q1
HARBOUR INVESTMENTS, INC. added144,321$4M0.6%2026-Q1
MFG WEALTH MANAGEMENT, INC. added139,458$4M0.6%2026-Q1
Avior Wealth Management, LLC added127,110$3M0.6%2026-Q1
FF Advisors,LLC added103,795$3M0.5%2026-Q1
Prospera Financial Services Inc new103,447$3M0.5%2026-Q1
Elm3 Financial Group, LLC added94,088$2M0.4%2026-Q1
JT Stratford LLC added92,179$2M0.4%2026-Q1
IFC & Insurance Marketing, Inc. new76,527$2M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added70,710$2M0.3%2026-Q1
Empowered Funds, LLC added70,823$2M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added69,071$2M0.3%2026-Q1
World Investment Advisors added66,524$2M0.3%2026-Q1
Focus Partners Advisor Solutions, LLC added66,102$2M0.3%2026-Q1
Baird Financial Group, Inc. added59,059$2M0.3%2026-Q1
Prairiewood Capital, LLC new58,872$2M0.3%2026-Q1
PFG Advisors new58,707$2M0.3%2026-Q1
Perigon Wealth Management, LLC new56,712$1M0.2%2026-Q1
Brookstone Capital Management added42,122$1M0.2%2026-Q1
BlueSky Wealth Advisors, LLC new41,846$1M0.2%2026-Q1
Corient Private Wealth LLC added39,466$1M0.2%2026-Q1
Solutions 4 Wealth, Ltd added36,106$939K0.2%2026-Q1
Farther Finance Advisors, LLC added34,911$906K0.2%2026-Q1
Hidden Cove Wealth Management, LLC new33,653$875K0.1%2026-Q1
Joseph P. Lucia & Associates, LLC added31,990$832K0.1%2026-Q1
Cetera Investment Advisers trimmed31,554$820K0.1%2026-Q1
Sterling Wealth Management, Inc. new31,485$819K0.1%2026-Q1
Texas Capital Bank Wealth Management Services Inc trimmed30,488$793K0.1%2026-Q1
Bogart Wealth, LLC added30,455$792K0.1%2026-Q1
Grantvest Financial Group LLC new29,767$774K0.1%2026-Q1
Asset Allocation Strategies LLC added29,045$755K0.1%2026-Q1
OSAIC HOLDINGS, INC. added28,920$752K0.1%2026-Q1
Carnegie Investment Counsel added27,963$727K0.1%2026-Q1
OMNI 360 Wealth, Inc. added27,407$713K0.1%2026-Q1
Betterment LLC new26,768$696K0.1%2026-Q1
CIBC Bancorp USA Inc. new25,909$674K0.1%2026-Q1
Meridian Wealth Management, LLC added24,686$642K0.1%2026-Q1
CreativeOne Wealth, LLC new21,282$553K0.1%2026-Q1
NATIXIS ADVISORS, LLC added20,405$531K0.1%2026-Q1
Savant Capital, LLC new20,250$526K0.1%2026-Q1
WealthBridge Capital Management, LLC added19,746$513K0.1%2026-Q1
Forum Financial Management, LP19,726$513K0.1%2026-Q1
HighTower Advisors, LLC added19,274$501K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added19,209$499K0.1%2026-Q1
SeaCrest Wealth Management, LLC trimmed18,455$480K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed18,361$477K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added17,913$466K0.1%2026-Q1
EP Wealth Advisors, LLC trimmed17,801$463K0.1%2026-Q1
INTEGRAL INVESTMENT ADVISORS, INC. added16,366$426K0.1%2026-Q1
IFP Advisors, Inc added16,179$421K0.1%2026-Q1
WEALTHGARDEN F.S. LLC new15,827$412K0.1%2026-Q1
TT Capital Management LLC trimmed15,200$395K0.1%2026-Q1
NAPLES GLOBAL ADVISORS, LLC added14,625$380K0.1%2026-Q1
Wealth Management Associates, Inc. new14,000$364K0.1%2026-Q1
Concurrent Investment Advisors, LLC added13,991$364K0.1%2026-Q1
Spire Wealth Management added13,966$363K0.1%2026-Q1
FLOW TRADERS U.S. LLC added13,770$358K0.1%2026-Q1
Ausdal Financial Partners, Inc. trimmed12,313$320K0.1%2026-Q1
LPL Financial LLC added11,895$309K0.1%2026-Q1
BURNEY CO/ new11,446$298K0.0%2026-Q1
Creative Planning new11,300$294K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added11,224$292K0.0%2026-Q1
WJ Interests, LLC11,215$292K0.0%2026-Q1
BENNETT SELBY INVESTMENTS LP added11,183$291K0.0%2026-Q1
FAIRFIELD, BUSH & CO. trimmed10,621$276K0.0%2026-Q1
Wealthcare Advisory Partners LLC new10,500$273K0.0%2026-Q1
Capital Investment Advisory Services, LLC new10,111$263K0.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added13,761,725$359M60.2%2025-Q1 stale
Strategic Financial Planning, Inc. added237,534$6M1.1%2025-Q4 stale
ENVESTNET ASSET MANAGEMENT INC added234,115$6M1.0%2025-Q1 stale
Principia Wealth Advisory, LLC added165,725$4M0.7%2025-Q4 stale
Orion Porfolio Solutions, LLC added123,917$3M0.5%2025-Q4 stale
Oasis Advisors, LLC new115,338$3M0.5%2025-Q4 stale
NORTHERN TRUST CORP new49,092$1M0.2%2025-Q4 stale
iA Global Asset Management Inc. trimmed36,400$966K0.2%2025-Q2 stale
L.M. KOHN & COMPANY added34,891$911K0.2%2025-Q1 stale
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new28,886$772K0.1%2025-Q3 stale
Focus Financial Network, Inc. trimmed27,456$729K0.1%2025-Q2 stale
CITADEL ADVISORS LLC added22,620$605K0.1%2025-Q3 stale
Windsor Advisory Group, LLC added21,763$575K0.1%2025-Q4 stale
AHL INVESTMENT MANAGEMENT, INC. new20,759$555K0.1%2025-Q3 stale
Keystone Wealth Services, LLC20,355$531K0.1%2025-Q1 stale
Clearview Wealth Advisors LLC added17,977$475K0.1%2025-Q4 stale
Legacy Capital Group California, Inc. new16,660$435K0.1%2025-Q1 stale
Sightline Wealth Advisors, LLC trimmed15,685$414K0.1%2025-Q4 stale
MB, LEVIS & ASSOCIATES, LLC added10,496$279K0.0%2025-Q2 stale
Capasso Planning Partners LLC trimmed10,192$269K0.0%2025-Q4 stale
Geneos Wealth Management Inc. new10,035$262K0.0%2025-Q1 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.

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