Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
146 tracked funds added or opened SCZ while 50 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
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 2026-Q1 and 2026-Q2, across 737 tracked filers holding SCZ, 308 increased or opened the position and 326 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 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 14
- JANE STREET GROUP, LLC$126M
- NewEdge Advisors, LLC$12M
- BRIGHTON JONES LLC$10M
- DRW Securities, LLC$10M
- SCHRODER INVESTMENT MANAGEMENT GROUP$5M
- Global Retirement Partners, LLC$3M
Full exits 21
- NATIXIS ADVISORS, LLC$996M
- HighTower Advisors, LLC$55M
- CITADEL ADVISORS LLC$23M
- Mill Creek Capital Advisors, LLC$19M
- Cambridge Investment Research Advisors, Inc.$16M
- EXENCIAL WEALTH ADVISORS, LLC$14M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$623M
- GOLDMAN SACHS GROUP INC$282M
- TIAA Wealth Investment Management LLC$74M
- FMR LLC$71M
- BlackRock, Inc.$51M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$30M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$50M
- NATIONAL BANK OF CANADA /FI/$40M
- Nuveen, LLC$35M
- BANK OF AMERICA CORP /DE/$31M
- WELLINGTON MANAGEMENT GROUP LLP$27M
- Aspect Partners, LLC$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% 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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 53,299,660 | $4.4B | 41.4% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 9,651,143 | $795M | 7.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 6,322,889 | $520M | 4.9% | 2026-Q2 |
| FMR LLC added | 5,321,287 | $438M | 4.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 4,508,820 | $371M | 3.5% | 2026-Q2 |
| BlackRock, Inc. added | 3,880,423 | $319M | 3.0% | 2026-Q2 |
| Creative Planning trimmed | 3,798,676 | $313M | 3.0% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 3,702,826 | $305M | 2.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,987,961 | $246M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,276,111 | $187M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,958,678 | $161M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,534,940 | $126M | 1.2% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 1,361,748 | $112M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,302,991 | $107M | 1.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,274,009 | $105M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 1,189,371 | $98M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,070,547 | $88M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 963,893 | $79M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 940,672 | $77M | 0.7% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB added | 878,997 | $72M | 0.7% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 878,343 | $72M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 724,156 | $60M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 718,382 | $59M | 0.6% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 611,475 | $50M | 0.5% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 559,265 | $46M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 554,806 | $46M | 0.4% | 2026-Q2 |
| Financial Advisory Corp trimmed | 550,184 | $45M | 0.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 530,040 | $44M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 501,946 | $41M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 470,951 | $39M | 0.4% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 451,566 | $37M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 424,121 | $35M | 0.3% | 2026-Q2 |
| Plancorp, LLC trimmed | 394,801 | $33M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 388,759 | $32M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 386,423 | $32M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 383,693 | $32M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 372,190 | $31M | 0.3% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 369,979 | $30M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 354,448 | $29M | 0.3% | 2026-Q2 |
| Bear Mountain Capital, Inc. added | 343,768 | $29M | 0.3% | 2026-Q2 |
| Arvest Bank Trust Division trimmed | 310,319 | $26M | 0.2% | 2026-Q2 |
| Shakespeare Wealth Management, LLC added | 307,098 | $25M | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 304,597 | $25M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 298,877 | $25M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 295,814 | $24M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 293,676 | $24M | 0.2% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 288,781 | $24M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 263,593 | $22M | 0.2% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 261,333 | $21M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 251,342 | $21M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 242,395 | $20M | 0.2% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC added | 241,190 | $20M | 0.2% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 239,967 | $20M | 0.2% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 225,707 | $19M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 218,025 | $18M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 208,440 | $17M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 201,948 | $17M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 198,886 | $16M | 0.2% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 196,911 | $16M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 175,462 | $14M | 0.1% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 171,066 | $14M | 0.1% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 169,510 | $14M | 0.1% | 2026-Q2 |
| Curi Capital, LLC added | 168,288 | $14M | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 164,067 | $13M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 162,894 | $13M | 0.1% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 162,285 | $13M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 161,488 | $13M | 0.1% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 155,240 | $13M | 0.1% | 2026-Q2 |
| Shoker Investment Counsel, Inc. added | 147,709 | $12M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 144,554 | $12M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 143,478 | $12M | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC added | 142,432 | $12M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 142,085 | $12M | 0.1% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 140,031 | $12M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 139,628 | $11M | 0.1% | 2026-Q2 |
| Sound Stewardship, LLC added | 137,157 | $11M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 136,727 | $11M | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 134,949 | $11M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 133,683 | $11M | 0.1% | 2026-Q2 |
| DORVAL Corp added | 131,697 | $11M | 0.1% | 2026-Q2 |
| Frontier Asset Management, LLC added | 131,519 | $11M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 127,823 | $11M | 0.1% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 127,477 | $10M | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC added | 122,742 | $10M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 121,299 | $10M | 0.1% | 2026-Q2 |
| Fonville Wealth Management LLC added | 118,451 | $10M | 0.1% | 2026-Q2 |
| M&T Bank Corp trimmed | 118,277 | $10M | 0.1% | 2026-Q2 |
| DRW Securities, LLC added | 117,097 | $10M | 0.1% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 113,154 | $9M | 0.1% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 111,756 | $9M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 111,022 | $9M | 0.1% | 2026-Q2 |
| SACHEM HILL LLC trimmed | 106,770 | $9M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 106,672 | $9M | 0.1% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 105,074 | $9M | 0.1% | 2026-Q2 |
| LTG Capital LLC added | 102,786 | $8M | 0.1% | 2026-Q2 |
| Brooklyn FI, LLC added | 102,259 | $8M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 102,065 | $9M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 101,101 | $8M | 0.1% | 2026-Q2 |
| IFG Advisors, LLC trimmed | 99,986 | $8M | 0.1% | 2026-Q2 |
| St. Louis Trust Co | 9,680 | $25M | 0.2% | 2026-Q2 |
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.