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SBC Medical Group Holdings I (SBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares479,385 from 427,864
Change+51,521 (+12%)
Value$2.4M (+$1.1M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares125,991 from 4,329
Change+121,662 (+2810%)
Value$622.4K (+$609.1K)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares48,913 from 49,437
Change-524 (-1%)
Value$241.6K (+$89.4K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares35,745 from 26,991
Change+8,754 (+32%)
Value$176.6K (+$93.4K)
Filed 2026-11-05
Williams & Novak Wealth Management, LLC
INCREASED
Shares26,330 from 18,686
Change+7,644 (+41%)
Value$130.1K (+$72.5K)
Filed 2026-10-09
Squarepoint Ops LLC
NEW
Shares18,461
Change+18,461
Value$91.2K
Filed 2026-11-09
Deutsche Bank Ag\
DECREASED
Shares16,387 from 18,783
Change-2,396 (-13%)
Value$81.0K (+$23.1K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares7,683 from 3,699
Change+3,984 (+108%)
Value$38.0K (+$26.6K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares7,254 from 5,000
Change+2,254 (+45%)
Value$35.8K (+$20.4K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares2,540 from 8,930
Change-6,390 (-72%)
Value$12.5K (-$15.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares779 from 8
Change+771 (+9638%)
Value$3.8K (+$3.8K)
Filed 2026-10-08
Covestor Ltd
NEW
Shares503
Change+503
Value$2
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares375 from 350
Change+25 (+7%)
Value$1.9K (+$775)
Filed 2026-10-22
Simplex Trading, LLC
NEW
Shares200
Change+200
Value$987
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares121 from 5
Change+116 (+2320%)
Value$598 (+$582)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares86 from 51
Change+35 (+69%)
Value$425 (+$269)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$136 ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$124 (+$47)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares23
Change+23
Value$113
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares20 from 2
Change+18 (+900%)
Value$99 (+$93)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares14 from 26
Change-12 (-46%)
Value$69 (-$11)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares13
Change+13
Value$64
Filed 2026-10-21
Fortitude Family Office, LLC
NEW
Shares9
Change+9
Value$44
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$30 (+$18)
Filed 2026-10-29
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$73.9K)
Filed 2026-10-06
Abel Hall, LLC
CLOSED
Shares0 from 10,607
Change-10,607 (-100%)
Value$0 (-$32.7K)
Filed 2026-10-19
True Wealth Design, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$13)
Filed 2026-10-13
Lumbard & Kellner, LLC
N/A
Shares— from 1,727,208
Change-1,727,208 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 924,002
Change-924,002 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 144,718
Change-144,718 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 135,783
Change-135,783 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 131,204
Change-131,204 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 128,295
Change-128,295 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 124,800
Change-124,800 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 81,307
Change-81,307 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 66,281
Change-66,281 (-100%)
Value—
State Street Corp
N/A
Shares— from 49,239
Change-49,239 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 46,855
Change-46,855 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,747
Change-33,747 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,381
Change-25,381 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,098
Change-24,098 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 21,487
Change-21,487 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,118
Change-16,118 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,417
Change-11,417 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,557
Change-8,557 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 187
Change-187 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 158
Change-158 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED479,385427,864+51,521+12%$1.3M$2.4M+$1.1M2026-11-06
Russell Investments Group, Ltd.
INCREASED125,9914,329+121,662+2810%$13.3K$622.4K+$609.1K2026-11-06
SBI Securities Co., Ltd.
DECREASED48,91349,437-524-1%$152.3K$241.6K+$89.4K2026-10-22
Bank of New York Mellon Corp
INCREASED35,74526,991+8,754+32%$83.1K$176.6K+$93.4K2026-11-05
Williams & Novak Wealth Management, LLC
INCREASED26,33018,686+7,644+41%$57.6K$130.1K+$72.5K2026-10-09
Squarepoint Ops LLC
NEW18,461—+18,461——$91.2K—2026-11-09
Deutsche Bank Ag\
DECREASED16,38718,783-2,396-13%$57.9K$81.0K+$23.1K2026-11-06
Barclays PLC
INCREASED7,6833,699+3,984+108%$11.4K$38.0K+$26.6K2026-11-06
Nisa Investment Advisors, LLC
INCREASED7,2545,000+2,254+45%$15.4K$35.8K+$20.4K2026-10-20
Citigroup Inc
DECREASED2,5408,930-6,390-72%$27.5K$12.5K-$15.0K2026-11-04
Farther Finance Advisors, LLC
INCREASED7798+771+9638%$25$3.8K+$3.8K2026-10-08
Covestor Ltd
NEW503—+503——$2—2026-10-30
Sterling Capital Management LLC
INCREASED375350+25+7%$1.1K$1.9K+$7752026-10-22
Simplex Trading, LLC
NEW200—+200——$987—2026-11-04
SJS Investment Consulting Inc.
INCREASED1215+116+2320%$16$598+$5822026-10-26
EverSource Wealth Advisors, LLC
INCREASED8651+35+69%$156$425+$2692026-11-04
Allworth Financial LP
UNCHANGED444400%$136$136$02026-11-06
PNC Financial Services Group, Inc.
UNCHANGED252500%$77$124+$472026-11-06
Ascentis Wealth Management, LLC
NEW23—+23——$113—2026-11-03
IFP Advisors, Inc
INCREASED202+18+900%$6$99+$932026-10-16
Essential Partners LLC
DECREASED1426-12-46%$80$69-$112026-10-14
Root Financial Partners, LLC
NEW13—+13——$64—2026-10-21
Fortitude Family Office, LLC
NEW9—+9——$44—2026-10-14
Caitong International Asset Management Co., Ltd
INCREASED64+2+50%$12$30+$182026-10-29
Central Pacific Bank - Trust Division
CLOSED024,000-24,000-100%$73.9K$0-$73.9K2026-10-06
Abel Hall, LLC
CLOSED010,607-10,607-100%$32.7K$0-$32.7K2026-10-19
True Wealth Design, LLC
CLOSED04-4-100%$13$0-$132026-10-13
Lumbard & Kellner, LLC
N/A—1,727,208-1,727,208-100%$5.3M———
BlackRock, Inc.
N/A—924,002-924,002-100%$2.8M———
Citadel Advisors LLC
N/A—144,718-144,718-100%$445.7K———
Vanguard Capital Management LLC
N/A—135,783-135,783-100%$418.2K———
Northern Trust Corp
N/A—131,204-131,204-100%$404.1K———
Vanguard Portfolio Management LLC
N/A—128,295-128,295-100%$395.1K———
Hillsdale Investment Management Inc.
N/A—124,800-124,800-100%$384.4K———
Segall Bryant & Hamill, LLC
N/A—81,307-81,307-100%$250.4K———
Vanguard Fiduciary Trust Co
N/A—66,281-66,281-100%$204.1K———
State Street Corp
N/A—49,239-49,239-100%$151.7K———
Charles Schwab Investment Management Inc
N/A—46,855-46,855-100%$144.3K———
Mariner, LLC
N/A—33,747-33,747-100%$103.9K———
Nuveen, LLC
N/A—25,381-25,381-100%$78.2K———
AQR Capital Management LLC
N/A—24,098-24,098-100%$74.2K———
Two Sigma Securities, LLC
N/A—21,487-21,487-100%$66.2K———
New York State Common Retirement Fund
N/A—17,000-17,000-100%$52.4K———
Wells Fargo & Company
N/A—16,118-16,118-100%$49.6K———
Bank of America Corp
N/A—11,417-11,417-100%$35.2K———
Price T Rowe Associates Inc
N/A—11,138-11,138-100%$35———
FMR LLC
N/A—10,779-10,779-100%$33.2K———
Rhumbline Advisers
N/A—10,731-10,731-100%$33.0K———
Morgan Stanley
N/A—10,347-10,347-100%$31.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,861-8,861-100%$27.3K———
Vanguard Global Advisers, LLC
N/A—8,557-8,557-100%$26.4K———
JPMorgan Chase & Co
N/A—8,151-8,151-100%$25.7K———
BNP Paribas Financial Markets
N/A—5,368-5,368-100%$16.5K———
UBS Group AG
N/A—4,917-4,917-100%$15.1K———
Tower Research Capital LLC (TRC)
N/A—3,901-3,901-100%$12.0K———
Royal Bank of Canada
N/A—2,826-2,826-100%$9.0K———
Legal & General Group Plc
N/A—2,086-2,086-100%$6.4K———
Ameritas Investment Partners, Inc.
N/A—577-577-100%$1.8K———
Arax Advisory Partners
N/A—187-187-100%$576———
California State Teachers Retirement System
N/A—158-158-100%$487———
Rothschild Investment LLC
N/A—11-11-100%$34———
Transamerica Financial Advisors, LLC
N/A—8-8-100%$24———
Showing 62 of 62 institutions