SmileDirectClub, Inc. - SDCCQ
Detailed investor-level table based on 13F positions.
Early Q4 2025 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 5,566,496 | 2,310 | 0.0% | 0.0% | 1 | +238,982 | 4.49% | Q3 2023 | Dec 18, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,485,000 | 623 | 0.0% | 0.0% | 2 | +193,689 | 15.0% | Q3 2023 | Nov 14, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,307,778 | 542 | 0.0% | 0.0% | 3 | +77,508 | 6.3% | Q3 2023 | Nov 13, 2023 |
| CITIGROUP INC | History | Added to | 980,210 | 406 | 0.0% | 0.0% | 4 | +191,250 | 24.24% | Q3 2023 | Dec 06, 2023 |
| CITADEL ADVISORS LLC | History | Added to | 821,741 | 341 | 0.0% | 0.0% | 5 | +118,215 | 16.8% | Q3 2023 | Nov 14, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 805,500 | 334 | 0.0% | 0.01% | 6 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| MORGAN STANLEY | History | Reduced | 460,471 | 191 | 0.0% | 0.0% | 7 | -85,975 | -15.73% | Q3 2023 | Nov 15, 2023 |
| UBS Group AG | History | Added to | 426,448 | 176 | 0.0% | 0.0% | 8 | +33,060 | 8.4% | Q3 2023 | Nov 09, 2023 |
| STEPHENS INC /AR/ | History | Reduced | 401,172 | 166 | 0.0% | 0.0% | 9 | -43,000 | -9.68% | Q3 2023 | Nov 14, 2023 |
| STATE STREET CORP | History | Added to | 371,230 | 154 | 0.0% | 0.0% | 10 | +31,000 | 9.11% | Q3 2023 | Nov 14, 2023 |
| DEUTSCHE BANK AG\ | History | Reduced | 358,428 | 150 | 0.0% | 0.0% | 11 | -55,700 | -13.45% | Q3 2023 | Nov 24, 2023 |
| Clarkston Capital Partners, LLC | History | Reduced | 267,116 | 110 | 0.0% | 0.0% | 12 | -28,900 | -9.76% | Q3 2023 | Nov 02, 2023 |
| BARCLAYS PLC | History | New | 233,292 | 96 | 0.0% | — | 13 | +233,292 | New | Q3 2023 | Mar 26, 2026 |
| NORTHERN TRUST CORP | History | No change | 207,702 | 86 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| CANTOR FITZGERALD, L. P. | History | New | 201,200 | 83 | 0.0% | — | 15 | +201,200 | New | Q3 2023 | Nov 14, 2023 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 145,728 | 66 | 0.0% | 0.0% | 16 | -90,106 | -38.21% | Q3 2023 | Nov 01, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 150,615 | 62 | 0.0% | 0.0% | 17 | +857 | 0.57% | Q3 2023 | Nov 14, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 139,212 | 58 | 0.0% | 0.0% | 18 | -247,200 | -63.97% | Q3 2023 | Nov 14, 2023 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 114,055 | 47 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2023 | Oct 19, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 95,034 | 39 | 0.0% | 0.13% | 20 | 0 | 0.0% | Q3 2023 | Nov 08, 2023 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 86,146 | 35 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| PRUDENTIAL FINANCIAL INC | History | New | 81,650 | 33 | 0.03% | — | 22 | +81,650 | New | Q3 2023 | Jun 14, 2024 |
| GOLDMAN SACHS GROUP INC | History | New | 71,952 | 29 | 0.0% | — | 23 | +71,952 | New | Q3 2023 | May 15, 2024 |
| GROUP ONE TRADING, L.P. | History | Reduced | 68,747 | 28 | 0.0% | 0.0% | 24 | -27,297 | -28.42% | Q3 2023 | Nov 09, 2023 |
| Walleye Trading LLC | History | Reduced | 67,140 | 27 | 0.0% | 0.0% | 25 | -23,117 | -25.61% | Q3 2023 | Nov 21, 2023 |
| NewEdge Advisors, LLC | History | Added to | 57,750 | 23 | 0.0% | 0.0% | 26 | +2,750 | 5.0% | Q3 2023 | Nov 14, 2023 |
| Bank of New York Mellon Corp | History | No change | 41,678 | 17 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2023 | Oct 24, 2023 |
| LPL Financial LLC | History | Reduced | 37,727 | 15 | 0.0% | 0.0% | 28 | -33,229 | -46.83% | Q3 2023 | Nov 13, 2023 |
| Arkadios Wealth Advisors | History | New | 26,000 | 10 | 0.0% | — | 31 | +26,000 | New | Q3 2023 | Oct 13, 2023 |
| GABELLI FUNDS LLC | History | Reduced | 26,200 | 10 | 0.0% | 0.0% | 29 | -10,000 | -27.62% | Q3 2023 | Nov 08, 2023 |
| Sequoia Financial Advisors, LLC | History | No change | 25,000 | 10 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2023 | Nov 08, 2023 |
| JANE STREET GROUP, LLC | History | Reduced | 21,219 | 8 | 0.0% | 0.0% | 32 | -51,525 | -70.83% | Q3 2023 | Nov 15, 2023 |
| Creative Planning | History | New | 18,045 | 7 | 0.0% | — | 33 | +18,045 | New | Q3 2023 | Nov 16, 2023 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,202 | 7 | 0.0% | 0.0% | 34 | +5,890 | 44.25% | Q3 2023 | Nov 13, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,607 | 6 | 0.0% | 0.0% | 35 | +700 | 5.42% | Q3 2023 | Oct 23, 2023 |
| Stratos Wealth Partners, LTD. | History | No change | 15,660 | 6 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2023 | Oct 24, 2023 |
| Valeo Financial Advisors, LLC | History | No change | 14,508 | 6 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2023 | Oct 20, 2023 |
| Cerity Partners LLC | History | New | 13,850 | 5 | 0.0% | — | 39 | +13,850 | New | Q3 2023 | Nov 14, 2023 |
| Engineers Gate Manager LP | History | Reduced | 13,544 | 5 | 0.0% | 0.0% | 40 | -7,178 | -34.64% | Q3 2023 | Nov 14, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,693 | 5 | 0.0% | 0.0% | 38 | +1,025 | 8.09% | Q3 2023 | Nov 06, 2023 |
| Corient Private Wealth LLC | History | New | 11,575 | 4 | 0.0% | — | 43 | +11,575 | New | Q3 2023 | Nov 03, 2023 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,950 | 4 | 0.0% | 0.0% | 41 | -970 | -8.88% | Q3 2023 | Nov 13, 2023 |
| MGO ONE SEVEN LLC | History | No change | 10,348 | 4 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2023 | Nov 03, 2023 |
| FMR LLC | History | Added to | 9,213 | 3 | 0.0% | 0.0% | 44 | +1,050 | 12.86% | Q3 2023 | Nov 13, 2023 |
| JPMORGAN CHASE & CO | History | Reduced | 6,370 | 2 | 0.0% | 0.0% | 45 | -5,808 | -47.69% | Q3 2023 | Nov 14, 2023 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -47,160 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -26,315 | -100.0% | Q2 2023 | Aug 02, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 600 | 0 | — | 0.0% | — | -21,438 | -97.28% | Q3 2023 | Nov 14, 2023 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,066 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Tower Research Capital LLC (TRC) | History | Reduced | 667 | 0 | — | 0.0% | — | -9,004 | -93.1% | Q3 2023 | Nov 14, 2023 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,425 | -100.0% | Q2 2023 | Aug 08, 2023 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q2 2023 | Jul 26, 2023 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q2 2023 | Aug 10, 2023 |
| IFP Advisors, Inc | History | Reduced | 1,600 | 0 | — | 0.0% | — | -50 | -3.03% | Q3 2023 | Oct 12, 2023 |
| Qube Research & Technologies Ltd | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2023 | Nov 13, 2023 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 04, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,841 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 10, 2023 |
| Global Retirement Partners, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Oct 13, 2023 |