SBC Medical Group Holdings Inc - SBC
Detailed investor-level table based on 13F positions.
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 | Reduced | 419,640 | 1,754 | 0.0% | 0.0% | 1 | -6,927 | -1.62% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 295,779 | 1,236 | 0.0% | 0.0% | 2 | +33,736 | 12.87% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 269,582 | 1,161 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 136,239 | 569 | 0.0% | — | 4 | +136,239 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 91,139 | 380 | 0.0% | 0.0% | 5 | +9,847 | 12.11% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 63,547 | 265 | 0.0% | — | 6 | +63,547 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 62,473 | 261 | 0.0% | — | 7 | +62,473 | New | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 45,080 | 188 | 0.01% | 0.01% | 8 | -2,864 | -5.97% | Q1 2026 | Apr 27, 2026 |
| STATE STREET CORP | History | Added to | 30,839 | 128 | 0.0% | 0.0% | 9 | +1,150 | 3.87% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,087 | 104 | 0.0% | 0.0% | 10 | +13,764 | 121.56% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 23,960 | 100 | 0.0% | — | 11 | +23,960 | New | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 18,201 | 76 | 0.0% | 0.0% | 12 | -9,140 | -33.43% | Q1 2026 | May 15, 2026 |
| Lumbard & Kellner, LLC | History | New | 17,273 | 72 | 0.02% | — | 13 | +17,273 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,000 | 71 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Williams & Novak, LLC | History | Reduced | 14,237 | 62 | 0.05% | 0.05% | 15 | -943 | -6.21% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,589 | 56 | 0.0% | 0.0% | 16 | +1,814 | 15.41% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,574 | 52 | 0.0% | 0.0% | 17 | -944 | -6.98% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 12,368 | 51 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | New | 10,180 | 42 | 0.0% | — | 19 | +10,180 | New | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,557 | 35 | 0.0% | — | 21 | +8,557 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 8,399 | 35 | 0.0% | 0.0% | 20 | -7,107 | -45.83% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 6,447 | 26 | 0.0% | 0.0% | 22 | +1,133 | 21.32% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,357 | 22 | 0.0% | 0.0% | 23 | +136 | 2.6% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,217 | 21 | 0.0% | 0.0% | 24 | +2,827 | 118.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,585 | 18 | 0.0% | 0.0% | 25 | -4,426 | -49.12% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,250 | 17 | 0.0% | 0.0% | 26 | -8,376 | -66.34% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 3,734 | 15 | 0.0% | 0.0% | 27 | -2,030 | -35.22% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 3,388 | 14 | 0.0% | 0.0% | 28 | -479 | -12.39% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 3,173 | 13 | 0.0% | 0.0% | 29 | -14,606 | -82.15% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,477 | 10 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,307 | 6 | 0.0% | 0.0% | 31 | -265 | -16.86% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 738 | 3 | 0.0% | 0.0% | 32 | +85 | 13.02% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 594 | 2 | 0.0% | 0.0% | 34 | +339 | 132.94% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 531 | 2 | 0.0% | 0.0% | 37 | -134 | -20.15% | Q1 2026 | May 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 610 | 2 | 0.0% | 0.0% | 36 | -84 | -12.1% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 514 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 577 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 352 | 1 | 0.0% | 0.0% | 38 | -479 | -57.64% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 387 | 1 | 0.0% | — | 39 | +300 | 344.83% | Q1 2026 | Apr 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,883 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -55 | -96.49% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |