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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | History | Added to | 1,727,208 | 5,319 | 1.61% | 0.02% | 1 | +1,709,935 | 9899.47% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Added to | 924,002 | 2,845 | 0.0% | 0.0% | 2 | +504,362 | 120.19% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 427,864 | 1,318 | 0.0% | 0.0% | 3 | +132,085 | 44.66% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 144,718 | 445 | 0.0% | — | 4 | +144,718 | New | Q2 2026 | Sep 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 135,783 | 418 | 0.0% | 0.0% | 5 | -456 | -0.33% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 131,204 | 404 | 0.0% | 0.0% | 6 | +40,065 | 43.96% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 128,295 | 395 | 0.0% | 0.0% | 7 | +64,748 | 101.89% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 124,800 | 384 | 0.01% | — | 8 | +124,800 | New | Q2 2026 | Aug 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 81,307 | 250 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 66,281 | 204 | 0.0% | 0.0% | 10 | +3,808 | 6.1% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 49,437 | 152 | 0.0% | 0.01% | 11 | +4,357 | 9.67% | Q2 2026 | Jul 22, 2026 |
| STATE STREET CORP | History | Added to | 49,239 | 151 | 0.0% | 0.0% | 12 | +18,400 | 59.66% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 46,855 | 144 | 0.0% | 0.0% | 13 | +28,654 | 157.43% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 33,747 | 103 | 0.0% | 0.0% | 14 | +9,787 | 40.85% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 26,991 | 83 | 0.0% | 0.0% | 15 | +16,811 | 165.14% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | Added to | 25,381 | 78 | 0.0% | 0.0% | 16 | +13,013 | 105.22% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,098 | 74 | 0.0% | 0.0% | 17 | +11,524 | 91.65% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | New | 24,000 | 73 | 0.01% | — | 18 | +24,000 | New | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 21,487 | 66 | 0.01% | — | 19 | +21,487 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 18,783 | 57 | 0.0% | — | 21 | +18,783 | New | Q2 2026 | Aug 07, 2026 |
| Williams & Novak, LLC | History | Added to | 18,686 | 57 | 0.04% | 0.05% | 20 | +4,449 | 31.25% | Q2 2026 | Jul 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,000 | 52 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,118 | 49 | 0.0% | 0.0% | 23 | +11,868 | 279.25% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 11,417 | 35 | 0.0% | — | 24 | +11,417 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 11,138 | 35 | 0.0% | — | 25 | +11,138 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 10,779 | 33 | 0.0% | 0.0% | 26 | +7,391 | 218.15% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,731 | 33 | 0.0% | 0.0% | 27 | +4,284 | 66.45% | Q2 2026 | Aug 11, 2026 |
| Abel Hall, LLC | History | New | 10,607 | 32 | 0.01% | — | 28 | +10,607 | New | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | Added to | 10,347 | 31 | 0.0% | 0.0% | 29 | +1,948 | 23.19% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 8,930 | 27 | 0.0% | 0.0% | 30 | +8,336 | 1403.37% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,861 | 27 | 0.0% | 0.0% | 31 | +3,504 | 65.41% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,557 | 26 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,151 | 25 | 0.0% | 0.0% | 33 | +3,566 | 77.78% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,368 | 16 | 0.0% | 0.0% | 34 | +2,891 | 116.71% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 5,000 | 15 | 0.0% | — | 36 | +5,000 | New | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 4,917 | 15 | 0.0% | 0.0% | 35 | +1,183 | 31.68% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,329 | 13 | 0.0% | 0.0% | 37 | -9,260 | -68.14% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,901 | 12 | 0.0% | 0.0% | 38 | -1,316 | -25.23% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Added to | 3,699 | 11 | 0.0% | 0.0% | 39 | +526 | 16.58% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,826 | 9 | 0.0% | 0.0% | 40 | +1,519 | 116.22% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 2,086 | 6 | 0.0% | 0.0% | 41 | +1,572 | 305.84% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 738 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 350 | 1 | 0.0% | 0.0% | 44 | -2 | -0.57% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 577 | 1 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,087 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -505 | -95.1% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 158 | 0 | — | 0.0% | — | -452 | -74.1% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | Added to | 187 | 0 | — | — | — | +168 | 884.21% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 51 | 0 | — | — | — | +44 | 628.57% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Added to | 44 | 0 | — | — | — | +42 | 2100.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -31 | -79.49% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 25 | 0 | — | — | — | +15 | 150.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11 | 0 | — | — | — | +9 | 450.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8 | 0 | — | — | — | +6 | 300.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |