SBC · SBC Medical Group Holdings Inc · Held by Funds
$5.33
-0.01 (-0.19%)
At close · Oct 6
Return incl. dividend (before tax)
Market Cap
$503.95M
Shares
102.85M
Volume · Oct 6
251.06K
Avg daily vol (3M)
163.86K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SBC
55 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF | IWM | 378,810 | $1,166,735 | 0.00% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 214,317 | $655,810 | 0.00% | Long | 2026-07-31 | |
| iShares Russell 2000 Value ETF | IWN | 172,546 | $531,442 | 0.00% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 135,783 | $418,212 | 0.00% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 62,502 | $200,631 | 0.00% | Long | 2026-05-31 | |
| iShares Micro-Cap ETF | IWC | 64,451 | $198,509 | 0.01% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 57,565 | $184,784 | 0.00% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 46,855 | $143,376 | 0.00% | Long | 2026-07-31 | |
| Master Small Cap Index Series | — | 38,158 | $117,527 | 0.00% | Long | 2026-06-30 | |
| Fidelity Nasdaq Composite Index Fund | FNCMX | 35,570 | $114,180 | 0.00% | Long | 2026-05-31 | |
| Fidelity Small Cap Value Index Fund | FISVX | 27,643 | $85,140 | 0.00% | Long | 2026-06-30 | |
| Nuveen Small Cap Blend Index Fund | — | 25,381 | $77,666 | 0.00% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 18,778 | $60,277 | 0.00% | Long | 2026-05-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 17,435 | $55,966 | 0.00% | Long | 2026-05-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 15,546 | $47,882 | 0.00% | Long | 2026-06-30 | |
| Global X Russell 2000 ETF | RSSL | 9,190 | $28,121 | 0.00% | Long | 2026-07-31 | |
| Small Cap Index Fund | NSIDX | 8,677 | $26,725 | 0.00% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 7,982 | $25,622 | 0.00% | Long | 2026-05-31 | |
| ATM Small Cap Managed Volatility Portfolio | — | 7,034 | $21,665 | 0.00% | Long | 2026-06-30 | |
| GuideMark Small/Mid Cap Core Fund | — | 5,874 | $18,092 | 0.02% | Long | 2026-06-30 | |
| Small-Cap Index Portfolio | — | 5,431 | $16,727 | 0.00% | Long | 2026-06-30 | |
| 1290 VT Micro Cap Portfolio | — | 4,299 | $13,241 | 0.01% | Long | 2026-06-30 | |
| EQ/Small Company Index Portfolio | — | 4,000 | $12,320 | 0.00% | Long | 2026-06-30 | |
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | 3,861 | $11,892 | 0.00% | Long | 2026-06-30 | |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO | SSMHX | 3,800 | $11,704 | 0.00% | Long | 2026-06-30 | |
| DWS Small Cap Index VIP | — | 3,326 | $10,244 | 0.00% | Long | 2026-06-30 | |
| SA Small Cap Index Portfolio | — | 3,023 | $9,250 | 0.00% | Long | 2026-07-31 | |
| T. Rowe Price Small-Cap Index Fund | — | 2,901 | $8,935 | 0.00% | Long | 2026-06-30 | |
| BlackRock Small Cap Index V.I. Fund | — | 2,657 | $8,184 | 0.00% | Long | 2026-06-30 | |
| Small Cap Index Fund | VCSLX | 2,381 | $7,643 | 0.00% | Long | 2026-05-31 | |
| EQ/AB Small Cap Growth Portfolio | — | 2,200 | $6,776 | 0.00% | Long | 2026-06-30 | |
| NVIT Small Cap Index Fund | — | 1,977 | $6,089 | 0.00% | Long | 2026-06-30 | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio | — | 1,778 | $5,476 | 0.00% | Long | 2026-06-30 | |
| Nationwide Small Cap Index Fund | — | 1,694 | $5,184 | 0.00% | Long | 2026-07-31 | |
| SmallCap Value Fund II | — | 1,452 | $4,443 | 0.00% | Long | 2026-07-31 | |
| 1290 VT Small Cap Value Portfolio | — | 1,379 | $4,247 | 0.00% | Long | 2026-06-30 | |
| Franklin U.S. Small Cap Multifactor Index ETF | FLQS | 924 | $2,846 | 0.01% | Long | 2026-06-30 | |
| PD Small-Cap Value Index Portfolio | — | 870 | $2,680 | 0.00% | Long | 2026-06-30 | |
| CVT Russell 2000 Small Cap Index Portfolio | — | 577 | $1,777 | 0.00% | Long | 2026-06-30 | |
| ProShares Russell 2000 High Income ETF | ITWO | 532 | $1,708 | 0.00% | Long | 2026-05-31 | |
| Small-Cap Equity Portfolio | — | 468 | $1,441 | 0.00% | Long | 2026-06-30 | |
| Venerable Small Cap Index Fund | — | 468 | $1,441 | 0.00% | Long | 2026-06-30 | |
| ProShares UltraPro Russell2000 | URTY | 416 | $1,335 | 0.00% | Long | 2026-05-31 | |
| ProShares Ultra Russell2000 | UWM | 415 | $1,332 | 0.00% | Long | 2026-05-31 | |
| ULTRA SMALL CAP PROFUND | — | 248 | $759 | 0.00% | Long | 2026-07-31 | |
| Russell 2000 2x Strategy Fund | — | 104 | $320 | 0.00% | Long | 2026-06-30 | |
| PROFUND VP ULTRA SMALL CAP | — | 79 | $243 | 0.00% | Long | 2026-06-30 | |
| PROFUND VP SMALL CAP | — | 52 | $160 | 0.00% | Long | 2026-06-30 | |
| Russell 2000 Fund | — | 48 | $148 | 0.00% | Long | 2026-06-30 | |
| Russell 2000 1.5x Strategy Fund | — | 28 | $86 | 0.00% | Long | 2026-06-30 |
Showing 1–50 of 55 positions