$24.03

-0.14 (-0.58%)

Weekly Expected Move ±1.0%

$24 $24 $24 $24 $25

ETF AMEX · AUM $3.8B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SCMB

215

Institutional Holders

+31 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (229 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Sixth Street Partners Management Compa NEW	74,885,347	1.8B	—	+0.0%	1Q	SEC ↗
2	CHARLES SCHWAB INVESTMENT MANAGEMENT I	74,885,347	1.8B	+8,579,053	+12.9%	14Q	SEC ↗
3	BANK OF AMERICA CORP /DE	23,333,836	$561M	+1,374,450	+6.3%	13Q	SEC ↗
4	JONES FINANCIAL COMPANIES LLLP	3,475,683	$84M	+500,632	+16.8%	7Q	SEC ↗
5	Avidian Wealth Enterprises, LLC	1,483,825	$36M	-13,500	-0.9%	5Q	SEC ↗
6	Charles Schwab Trust Co	1,055,202	$25M	+105,691	+11.1%	12Q	SEC ↗
7	Fort Point Capital Partners LLC	1,014,596	$24M	+310,752	+44.2%	7Q	SEC ↗
8	Pallas Capital Advisors LLC	918,625	$22M	+73,390	+8.7%	12Q	SEC ↗
9	UNITED CAPITAL FINANCIAL ADVISORS, LLC	903,490	$22M	+123,639	+15.9%	9Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	860,999	$21M	+134,613	+18.5%	15Q	SEC ↗
11	Wedmont Private Capital	494,540	$12M	+391	+0.1%	15Q	SEC ↗
12	WEALTH ENHANCEMENT ADVISORY SERVICES,	385,679	$9M	+57,477	+17.5%	11Q	SEC ↗
13	SMITH, MOORE & CO.	329,854	$8M	+95,284	+40.6%	5Q	SEC ↗
14	Quantinno Capital Management LP	306,190	$7M	+5,530	+1.8%	5Q	SEC ↗
15	RWA WEALTH PARTNERS, LLC	279,549	$7M	+39,084	+16.3%	14Q	SEC ↗
16	RENAISSANCE TECHNOLOGIES LLC	276,100	$7M	+236,300	+593.7%	2Q	SEC ↗
17	CGN Advisors LLC	225,093	$5M	-47,263	-17.4%	10Q	SEC ↗
18	Perigon Wealth Management, LLC	223,357	$5M	+11,560	+5.5%	6Q	SEC ↗
19	CITADEL ADVISORS LLC	221,635	$5M	+200,658	+956.6%	2Q	SEC ↗
20	JPMORGAN CHASE & CO	216,721	$5M	+78,255	+56.5%	12Q	SEC ↗
21	MML INVESTORS SERVICES, LLC	176,935	$4M	-104,480	-37.1%	9Q	SEC ↗
22	MYECFO, LLC	167,230	$4M	-8,950	-5.1%	15Q	SEC ↗
23	Beaird Harris Wealth Management, LLC	166,612	$4M	-25,850	-13.4%	11Q	SEC ↗
24	MANNING & NAPIER ADVISORS LLC	156,452	$4M	+39,381	+33.6%	4Q	SEC ↗
25	Waverly Advisors, LLC	153,858	$4M	+9,712	+6.7%	5Q	SEC ↗
26	Compass Financial Group, INC/SD	149,926	$4M	+88,602	+144.5%	8Q	SEC ↗
27	RAYMOND JAMES FINANCIAL INC	148,808	$4M	+60,462	+68.4%	5Q	SEC ↗
28	LPL Financial LLC	147,243	$4M	+104,891	+247.7%	5Q	SEC ↗
29	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	135,900	$3M	-20	-0.0%	6Q	SEC ↗
30	NATIXIS ADVISORS, LLC	125,140	$3M	-67,417	-35.0%	6Q	SEC ↗
31	Shared Vision Wealth Group LLC	118,406	$3M	+61,115	+106.7%	4Q	SEC ↗
32	Mariner, LLC	116,462	$3M	+53,294	+84.4%	11Q	SEC ↗
33	CAPTRUST FINANCIAL ADVISORS	114,711	$3M	+33,746	+41.7%	11Q	SEC ↗
34	FERGUSON WELLMAN CAPITAL MANAGEMENT, I	112,247	$3M	-66,407	-37.2%	2Q	SEC ↗
35	GOLDMAN SACHS GROUP INC NEW	100,000	$2M	—	+0.0%	1Q	SEC ↗
36	CORNERSTONE ADVISORS ASSET MANAGEMENT,	95,092	$2M	-46,633	-32.9%	8Q	SEC ↗
37	Investment Planning Advisors, Inc.	90,645	$2M	-278	-0.3%	6Q	SEC ↗
38	OSAIC HOLDINGS, INC.	85,248	$2M	+32,195	+60.7%	12Q	SEC ↗
39	Janney Montgomery Scott LLC	80,000	$2M	—	+0.0%	6Q	SEC ↗
40	Breakwater Investment Management	75,456	$2M	+1,947	+2.6%	5Q	SEC ↗
41	Creative Planning	71,878	$2M	-676,960	-90.4%	6Q	SEC ↗
42	DONALDSON CAPITAL MANAGEMENT, LLC	71,792	$2M	—	+0.0%	9Q	SEC ↗
43	O'ROURKE & COMPANY, Inc	70,567	$2M	+3,909	+5.9%	15Q	SEC ↗
44	Cetera Investment Advisers	67,723	$2M	+124	+0.2%	15Q	SEC ↗
45	GREAT VALLEY ADVISOR GROUP, INC.	65,957	$2M	+33	+0.1%	5Q	SEC ↗
46	Copper Harbor Investment Advisors, LLC NEW	62,983	$2M	—	+0.0%	1Q	SEC ↗
47	TSA Wealth Managment LLC	62,130	$1M	-3,157	-4.8%	9Q	SEC ↗
48	CREATIVE FINANCIAL DESIGNS INC /ADV	60,614	$1M	—	+0.0%	14Q	SEC ↗
49	AQR CAPITAL MANAGEMENT LLC	57,515	$1M	-7,597	-11.7%	5Q	SEC ↗
50	OLD MISSION CAPITAL LLC	56,529	$1M	-340,409	-85.8%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	74,885,347	1.8B
GOLDMAN SACHS GROUP INC	100,000	$2M
Copper Harbor Investment Advisors,	62,983	$2M
Acorn Wealth Advisors, LLC	40,395	$971K
Stonebridge Financial Group, LLC/CA	39,878	$958K
INTEGRITY ALLIANCE, LLC.	38,942	$936K
Cypress Wealth Services, LLC	27,402	$658K
Accredited Investors Inc.	25,674	$617K
Advisory Services Network, LLC	19,410	$466K
SIGNATURE ESTATE & INVESTMENT ADVIS	17,400	$418K
CoreCap Advisors, LLC	17,101	$411K
KINGSWOOD WEALTH ADVISORS, LLC	16,699	$401K
Carrera Capital Advisors	15,898	$382K
Cerity Partners LLC	15,636	$376K
FIDUCIARY FINANCIAL ADVISORS	15,467	$372K
COMPASS FINANCIAL MANAGEMENT LLC	15,115	$363K
Intentional Wealth Strategies, LLC	13,564	$326K
IEQ CAPITAL, LLC	12,001	$288K
Values Added Financial LLC	11,549	$278K
Rosenberg Matthew Hamilton	11,013	$265K

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	868,526	$21M
SUSQUEHANNA INTERNATIONAL GROUP, LL	72,707	$2M
Elequin Capital, LP	35,552	$854K
NewCorp Financial Services, Inc.	35,138	$844K
Meeder Advisory Services, Inc.	31,160	$749K
Summit Financial, LLC	31,160	$749K
MSH Capital Advisors LLC	13,876	$333K
BURLING WEALTH PARTNERS, LLC	12,625	$303K
HRT FINANCIAL LP	12,416	$298K
Orion Porfolio Solutions, LLC	11,939	$287K
COMMERCE BANK	11,340	$273K
OneDigital Investment Advisors LLC	9,825	$236K
RMG Wealth Management LLC	9,237	$222K
Kestra Investment Management, LLC	8,560	$206K
&PARTNERS	8,479	$204K
BLVD Private Wealth, LLC	8,301	$199K
Integrity Investment Advisors, LLC	8,231	$198K
HOWE & RUSLING INC	8,174	$196K
Root Financial Partners, LLC	4,354	$105K
First Command Advisory Services, In	455	$11K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
CHARLES SCHWAB INVESTMENT MANAGEMEN	+8,579,053	+12.9%	74,885,347
BANK OF AMERICA CORP /DE	+1,374,450	+6.3%	23,333,836
JONES FINANCIAL COMPANIES LLLP	+500,632	+16.8%	3,475,683
Fort Point Capital Partners LLC	+310,752	+44.2%	1,014,596
RENAISSANCE TECHNOLOGIES LLC	+236,300	+593.7%	276,100
CITADEL ADVISORS LLC	+200,658	+956.6%	221,635
ENVESTNET ASSET MANAGEMENT INC	+134,613	+18.5%	860,999
UNITED CAPITAL FINANCIAL ADVISORS,	+123,639	+15.9%	903,490
Charles Schwab Trust Co	+105,691	+11.1%	1,055,202
LPL Financial LLC	+104,891	+247.7%	147,243
SMITH, MOORE & CO.	+95,284	+40.6%	329,854
Compass Financial Group, INC/SD	+88,602	+144.5%	149,926
JPMORGAN CHASE & CO	+78,255	+56.5%	216,721
Pallas Capital Advisors LLC	+73,390	+8.7%	918,625
Shared Vision Wealth Group LLC	+61,115	+106.7%	118,406
RAYMOND JAMES FINANCIAL INC	+60,462	+68.4%	148,808
WEALTH ENHANCEMENT ADVISORY SERVICE	+57,477	+17.5%	385,679
Mariner, LLC	+53,294	+84.4%	116,462
MANNING & NAPIER ADVISORS LLC	+39,381	+33.6%	156,452
RWA WEALTH PARTNERS, LLC	+39,084	+16.3%	279,549

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Creative Planning	-676,960	-90.4%	71,878
OLD MISSION CAPITAL LLC	-340,409	-85.8%	56,529
Tower Research Capital LLC (TRC)	-130,720	-97.8%	3,004
MML INVESTORS SERVICES, LLC	-104,480	-37.1%	176,935
NATIXIS ADVISORS, LLC	-67,417	-35.0%	125,140
FERGUSON WELLMAN CAPITAL MANAGEMENT	-66,407	-37.2%	112,247
Torrey Growth & Income Advisors	-51,000	-49.2%	52,690
CGN Advisors LLC	-47,263	-17.4%	225,093
CORNERSTONE ADVISORS ASSET MANAGEME	-46,633	-32.9%	95,092
Beaird Harris Wealth Management, LL	-25,850	-13.4%	166,612
COMMONWEALTH EQUITY SERVICES, LLC	-25,405	-55.4%	20,475
Avidian Wealth Enterprises, LLC	-13,500	-0.9%	1,483,825
IFP Advisors, Inc	-13,383	-25.0%	40,046
MYECFO, LLC	-8,950	-5.1%	167,230
ROYAL BANK OF CANADA	-8,444	-16.4%	42,974
AQR CAPITAL MANAGEMENT LLC	-7,597	-11.7%	57,515
Cambridge Investment Research Advis	-6,988	-17.4%	33,112
PEAPACK GLADSTONE FINANCIAL CORP	-5,500	-24.3%	17,098
NewEdge Wealth, LLC	-4,585	-7.9%	53,356
Friedenthal Financial	-3,838	-73.8%	1,366

SCMB Institutional Ownership

Institutional Ownership — SCMB

Ownership Trends

Top Institutional Holders (229 total)

Recent Activity

Sign in to InsiderStreet