Among active 13F managers last quarter, 2 opened and 2 added, while 2 reduced; the largest holder to move was Breakwater Investment Management (+29%).
25 tracked 13F filers disclose a position in SCCR as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 41.8M | $1.1B | ▲+10% Added · +3.9M sh | Q1 2026 | |
| 2 | Breakwater Investment Management | 312K | $8.0M | ▲+29% Added · +71K sh | Q2 2026 | |
| 3 | Citadel Advisors LLC | 149K | $3.8M | ▼−21% Reduced · −40K sh | Q2 2026 | |
| 4 | ATX Financial Planning, LLC | 77K | $2.0M | ▲+24% Added · +15K sh | Q2 2026 | |
| 5 | Camarda Financial Advisors, LLC | 19K | $475K | ▼−61% Reduced · −29K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 17K | $426K | ▲+82% Added · +7K sh | Q1 2026 | |
| 7 | Compass Financial Group, INC | 13K | $333K | ▼−54% Reduced · −16K sh | Q2 2026 | |
| 8 | Acorn Wealth Advisors, LLC | 12K | $301K | ▲New +12K sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 11K | $271K | ▲New +11K sh | Q1 2026 | |
| 10 | Mercer Global Advisors Inc | 10K | $261K | ▲New +10K sh | Q1 2026 | |
| 11 | Creative Planning | 9K | $229K | ▲New +9K sh | Q1 2026 | |
| 12 | EP Wealth Advisors, LLC | 7K | $173K | ▲New +7K sh | Q2 2026 | |
| 13 | Larson Financial Group LLC | 3K | $83K | ▲+92% Added · +2K sh | Q2 2026 | |
| 14 | Aptus Capital Advisors, LLC | 3K | $75K | ▲New +3K sh | Q2 2026 | |
| 15 | Fifth Third Bancorp | 3K | $69K | ▲New +3K sh | Q1 2026 | |
| 16 | Atlantic Union Bankshares Corp | 3K | $65K | ▼−14% Reduced · −420 sh | Q2 2026 | |
| 17 | Wells Fargo & Company | 2K | $61K | ▲New +2K sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 1K | $38K | ▲New +1K sh | Q1 2026 | |
| 19 | CWM, LLC | 1K | $32K | ▲+116% Added · +667 sh | Q1 2026 | |
| 20 | Morgan Stanley | 1K | $28K | ▲+295% Added · +825 sh | Q1 2026 | |
| 21 | Vision Retirement, LLC | 890 | $23K | —Held | Q2 2026 | |
| 22 | Rossby Financial, LCC | 414 | $11K | ▲New +414 sh | Q2 2026 | |
| 23 | AE Wealth Management LLC | 400 | $10K | ▲New +400 sh | Q1 2026 | |
| 24 | AssetMark, Inc | 47 | $1K | ▼−72% Reduced · −118 sh | Q2 2026 | |
| 25 | BNP Paribas Financial Markets | 5 | $129 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in SCCR and 2 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $13.3B |
| Nvidia CorpNVDA | 7 funds | $2.9B |
| Amazon.com IncAMZN | 7 funds | $2.9B |
| Apple IncAAPL | 7 funds | $2.6B |
| Microsoft CorpMSFT | 7 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.1B |
| Advanced Micro DevicesAMD | 7 funds | $1.0B |
| Applied Materials IncAMAT | 7 funds | $909.0M |
| JPMorgan Chase & CoJPM | 7 funds | $844.5M |
| Abbvie IncABBV | 7 funds | $843.9M |
| Meta Platforms Inc-Class AMETA | 7 funds | $725.7M |
Ranked by how many of SCCR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SCCR.
| Class | 13F holders | Value held |
|---|---|---|
| SCHDmc | 1948 funds | $22.1B |
| SCHFcs | 1543 funds | $36.7B |
| SCHGcs | 1533 funds | $27.7B |
| SCHXmc | 1478 funds | $27.9B |
| SCHBcs | 1276 funds | $13.5B |
| SCHAmc | 1256 funds | $8.0B |
| SCHMmc | 993 funds | $9.2B |
| SCHVmc | 906 funds | $11.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SCCR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCCR/capital-change-brief"
Use Arkolith's capital_change_brief for SCCR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCCR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.