Institutional Holders (2026 Q1)
1 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCMC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | FLP Wealth Management, LLC | 2.13% | 1,250 | $1.0M |
| 2 | Centennial Advisors, LLC | 1.41% | 44,436 | $1.1M |
| 3 | LifeWealth Investments, LLC | 0.88% | 118,251 | $3.0M |
| 4 | B.O.S.S. Retirement Advisors, LLC | 0.69% | 90,589 | $2.3M |
| 5 | Slagle Financial, LLC | 0.26% | 31,806 | $795K |
| 6 | Raleigh Capital Management Inc. | 0.20% | 23,719 | $593K |
| 7 | Simplicity Wealth,LLC | 0.14% | 101,047 | $2.5M |
| 8 | SMART Wealth LLC | 0.13% | 17,928 | $448K |
| 9 | Networth Advisors, LLC | 0.05% | 2,854 | $71K |
| 10 | TRUIST FINANCIAL CORP | 0.01% | 211,395 | $5.3M |
| 11 | Sound Income Strategies, LLC | 0.00% | 89 | $2K |
| 12 | Sterling Capital Management LLC | 0.00% | 170 | $4K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|