Who owns SCZ (SCZ)
Which tracked institutional funds hold SCZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCZ 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
100 tracked funds added or opened SCZ while 70 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
SCZ’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCZ 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 754 tracked filers holding SCZ, 275 increased or opened the position and 338 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 SCZ 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 14
- TIAA Wealth Investment Management LLC$721M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$341M
- CITADEL ADVISORS LLC$23M
- HUB Investment Partners, LLC$5M
- Professional Financial Advisors, LLC$5M
- TRB Wealth Management, LLC$2M
Full exits 18
- NewEdge Advisors, LLC$10M
- BRIGHTON JONES LLC$9M
- SB Capital Management Inc$5M
- Quent Long Short Global Small Cap Fund, LP$5M
- COMERICA BANK$5M
- Austin Private Wealth, LLC$4M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$1.0B
- FMR LLC$156M
- NATIXIS ADVISORS, LLC$133M
- BANK OF AMERICA CORP /DE/$52M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$52M
- NATIONAL BANK OF CANADA /FI/$40M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$1.2B
- JPMORGAN CHASE & CO$87M
- BANK OF MONTREAL /CAN/$14M
- Allspring Global Investments Holdings, LLC$10M
- Financiere des Professionnels - Fonds d'investissement inc.$7M
- Shore Point Advisors, LLC$5M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 49,428,037 | $3.8B | 35.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 12,706,169 | $996M | 9.4% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 9,480,809 | $721M | 6.8% | 2026-Q1 |
| FMR LLC added | 4,673,742 | $366M | 3.5% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 4,351,812 | $341M | 3.2% | 2026-Q1 |
| Creative Planning trimmed | 3,924,370 | $308M | 2.9% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 3,702,826 | $290M | 2.7% | 2026-Q1 |
| BlackRock, Inc. added | 3,426,611 | $269M | 2.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,174,657 | $249M | 2.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,036,092 | $238M | 2.3% | 2026-Q1 |
| MORGAN STANLEY added | 2,495,025 | $196M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,452,274 | $192M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,464,944 | $115M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,300,436 | $102M | 1.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,284,028 | $101M | 1.0% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC trimmed | 1,258,490 | $99M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,131,350 | $89M | 0.8% | 2026-Q1 |
| UBS Group AG added | 975,244 | $76M | 0.7% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 894,861 | $70M | 0.7% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 861,100 | $68M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 848,780 | $67M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 720,172 | $56M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 701,254 | $55M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 686,291 | $54M | 0.5% | 2026-Q1 |
| State of Tennessee, Department of Treasury trimmed | 625,924 | $49M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 616,804 | $48M | 0.5% | 2026-Q1 |
| Financial Advisory Corp trimmed | 581,867 | $46M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 576,958 | $45M | 0.4% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 576,024 | $45M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 539,172 | $42M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 531,686 | $42M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 496,916 | $39M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 476,324 | $37M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 491,436 | $37M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 469,189 | $37M | 0.3% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 446,785 | $35M | 0.3% | 2026-Q1 |
| Plancorp, LLC trimmed | 414,374 | $34M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 406,167 | $32M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 376,174 | $29M | 0.3% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 375,064 | $29M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 367,659 | $29M | 0.3% | 2026-Q1 |
| Bear Mountain Capital, Inc. added | 333,626 | $28M | 0.3% | 2026-Q1 |
| CHOREO, LLC trimmed | 314,114 | $25M | 0.2% | 2026-Q1 |
| Arvest Bank Trust Division trimmed | 313,649 | $25M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 302,862 | $24M | 0.2% | 2026-Q1 |
| Shakespeare Wealth Management, LLC added | 297,524 | $23M | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 293,542 | $23M | 0.2% | 2026-Q1 |
| Ballentine Partners, LLC trimmed | 290,142 | $23M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 287,647 | $23M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 250,690 | $20M | 0.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC trimmed | 241,779 | $19M | 0.2% | 2026-Q1 |
| Aspect Partners, LLC added | 239,050 | $19M | 0.2% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC added | 230,756 | $18M | 0.2% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 229,229 | $18M | 0.2% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 228,135 | $18M | 0.2% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 225,289 | $18M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 213,145 | $17M | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 212,798 | $17M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 210,952 | $17M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 206,205 | $16M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 203,743 | $16M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 208,764 | $16M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 200,781 | $16M | 0.1% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 197,137 | $15M | 0.1% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 196,512 | $15M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 190,741 | $15M | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 179,876 | $14M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 175,414 | $14M | 0.1% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 175,076 | $14M | 0.1% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 170,857 | $13M | 0.1% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 169,123 | $13M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 163,979 | $13M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 160,176 | $13M | 0.1% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 156,770 | $12M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 152,294 | $12M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 152,270 | $12M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 149,016 | $12M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 143,446 | $11M | 0.1% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 143,111 | $11M | 0.1% | 2026-Q1 |
| Shoker Investment Counsel, Inc. added | 142,826 | $11M | 0.1% | 2026-Q1 |
| Omega Financial Group, LLC added | 141,407 | $11M | 0.1% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 139,741 | $11M | 0.1% | 2026-Q1 |
| Curi Capital, LLC added | 138,828 | $11M | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. trimmed | 135,482 | $11M | 0.1% | 2026-Q1 |
| Sound Stewardship, LLC added | 131,930 | $10M | 0.1% | 2026-Q1 |
| Frontier Asset Management, LLC added | 129,905 | $10M | 0.1% | 2026-Q1 |
| DORVAL Corp trimmed | 129,498 | $10M | 0.1% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 129,007 | $10M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 126,252 | $10M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 122,741 | $10M | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 122,424 | $10M | 0.1% | 2026-Q1 |
| Charles Schwab Trust Co added | 118,891 | $9M | 0.1% | 2026-Q1 |
| Global Alpha Capital Management Ltd. new | 893,600 | $69M | 0.6% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 741,134 | $54M | 0.5% | 2025-Q2 stale |
| Alberta Investment Management Corp trimmed | 720,092 | $46M | 0.4% | 2025-Q1 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 286,116 | $22M | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 274,993 | $21M | 0.2% | 2025-Q3 stale |
| Full Sail Capital, LLC trimmed | 261,386 | $20M | 0.2% | 2025-Q3 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 204,033 | $13M | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 122,549 | $10M | 0.1% | 2025-Q4 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.
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.