SBC Medical Group Holdings Inc - SBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 426,567 | 1,838 | 0.0% | 0.0% | 1 | +154,791 | 56.96% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 269,582 | 1,161 | 0.0% | 0.0% | 2 | +188,482 | 232.41% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 262,043 | 1,129 | 0.0% | 0.0% | 3 | +71,664 | 37.64% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 81,292 | 350 | 0.0% | 0.0% | 4 | +22,431 | 38.11% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 47,944 | 206 | 0.01% | 0.01% | 5 | -4,525 | -8.62% | Q4 2025 | Feb 03, 2026 |
| STATE STREET CORP | History | Reduced | 29,689 | 127 | 0.0% | 0.0% | 6 | -1,350 | -4.35% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 27,341 | 117 | 0.0% | 0.0% | 7 | +13,074 | 91.64% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 17,779 | 76 | 0.0% | 0.0% | 8 | +9,831 | 123.69% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,000 | 73 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 15,506 | 66 | 0.0% | 0.0% | 10 | +9,612 | 163.08% | Q4 2025 | Feb 13, 2026 |
| Williams & Novak, LLC | History | New | 15,180 | 65 | 0.05% | — | 11 | +15,180 | New | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 13,518 | 58 | 0.0% | 0.0% | 12 | -4,656 | -25.62% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,626 | 54 | 0.0% | 0.0% | 13 | +8,348 | 195.14% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | New | 12,368 | 53 | 0.0% | — | 14 | +12,368 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,775 | 50 | 0.0% | 0.0% | 15 | +8,771 | 291.98% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,323 | 48 | 0.0% | — | 16 | +11,323 | New | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,011 | 38 | 0.0% | 0.0% | 17 | +4,669 | 107.53% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,883 | 33 | 0.0% | 0.0% | 18 | +5,291 | 204.13% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 5,764 | 24 | 0.0% | 0.0% | 19 | +3,503 | 154.93% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,221 | 22 | 0.0% | 0.0% | 21 | +2,676 | 105.15% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,314 | 22 | 0.0% | 0.0% | 20 | -1,164 | -17.97% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 3,867 | 16 | 0.0% | 0.0% | 22 | +3,529 | 1044.08% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,477 | 10 | 0.0% | 0.0% | 23 | +1,238 | 99.92% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,390 | 10 | 0.0% | 0.0% | 24 | -439 | -15.52% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,572 | 7 | 0.0% | — | 25 | +1,572 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 653 | 3 | 0.0% | 0.0% | 27 | -496 | -43.17% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Added to | 831 | 3 | 0.0% | 0.0% | 26 | +464 | 126.43% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 694 | 2 | 0.0% | 0.0% | 31 | +342 | 97.16% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 354 | 2 | 0.0% | 0.0% | 29 | +161 | 83.42% | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | No change | 514 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 577 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 255 | 1 | 0.0% | — | 32 | +179 | 235.53% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -409 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -119 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GAMMA Investing LLC | History | New | 87 | 0 | — | — | — | +87 | New | Q4 2025 | Jan 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Reduced | 2 | 0 | — | — | — | -31 | -93.94% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Oct 21, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -27 | -93.1% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 39 | 0 | — | — | — | +3 | 8.33% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |