SBC · SBC Medical Group Holdings Inc

$4.00 +0.32 (+8.70%)

Market Cap

$375.39M

102.85M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 73

Total Value: $13,540,675

Total Shares: 8,373,322

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 73 13F filers · Δ vs Mar 31, 2026

Top Holder

39.3%

+10.4 pts

Top 5

76.4%

+5.9 pts

Top 10

88.5%

+2.3 pts

HHI

2,139

Moderately concentrated+662

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +123.1%

Shares held: +45.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Lumbard & Kellner, LLC	+1,709,935	1,727,208
Mega BlackRock, Inc.	+504,362	924,002
Mega GEODE CAPITAL MANAGEMENT, LLC	+132,085	427,864
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+64,748	128,295
Mega NORTHERN TRUST CORP	+40,065	131,204

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega Russell Investments Group, Ltd.	−9,260	4,329
Mid BOOTHBAY FUND MANAGEMENT, LLC	−1,700	178,929
Mid Tower Research Capital LLC (TRC)	−1,316	3,901
Mid Polar Asset Management Partners Inc.	−950	434,750
Small Essential Partners LLC	−505	26

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	144,718	$445,731
Mid Hillsdale Investment Management Inc.	124,800	$384,384
Small Central Pacific Bank - Trust Division	24,000	$73,920
Small TWO SIGMA SECURITIES, LLC	21,487	$66,179
Mega DEUTSCHE BANK AG\	18,783	$57,851

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega GOLDMAN SACHS GROUP INC	25,087	$104,863
Large CWM, LLC	738	$3,084
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	610	$2,549
Mid GAMMA Investing LLC	387	$1,617
Small Root Financial Partners, LLC	9	$37

Filter: New 13 Increased 35 Reduced 8 Sold out 10 Unchanged 17

Showing 73 of 73

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Lumbard & Kellner, LLC

$5,319,800

39.29%

1,727,208

BlackRock, Inc.

$2,845,924

21.02%

924,002

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	1,580	$4,866	0.2%	Sole
BlackRock Investment Management, LLC	53,749	$165,546	5.8%	Sole
BLACKROCK ADVISORS LLC	40,815	$125,710	4.4%	Sole
BlackRock Fund Advisors	616,905	$1,900,067	66.8%	Sole
BlackRock Institutional Trust Company, N.A.	210,953	$649,735	22.8%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$1,317,820

9.73%

427,864

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	54,672	$168,389	12.8%	Defined
Held directly	373,192	$1,149,431	87.2%	Defined

CITADEL ADVISORS LLC

$445,731

3.29%

144,718

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	2,690	$8,285	1.9%	Defined
Held directly	142,028	$437,446	98.1%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$418,211

3.09%

135,783

NORTHERN TRUST CORP

$404,108

2.98%

131,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	127,878	$393,864	97.5%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,326	$10,244	2.5%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$395,148

2.92%

128,295

Hillsdale Investment Management Inc.

$384,384

2.84%

124,800

SEGALL BRYANT & HAMILL, LLC

$250,425

1.85%

81,307

VANGUARD FIDUCIARY TRUST CO

$204,145

1.51%

66,281

SBI Securities Co., Ltd.

$152,265

1.12%

49,437

STATE STREET CORP

$151,656

1.12%

49,239

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	49,239	$151,656	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$144,313

1.07%

46,855

Mariner, LLC

$103,940

0.77%

33,747

Bank of New York Mellon Corp

$83,132

0.61%

26,991

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	6,201	$19,099	23.0%	Defined
The Bank of New York Mellon	20,789	$64,030	77.0%	Defined
Held directly	1	$3	0.0%	Defined

Nuveen, LLC

$78,173

0.58%

25,381

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	25,381	$78,173	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$74,220

0.55%

24,098

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Compound Planning, Inc.	3	$9	0.0%	Other
Arax Advisory Partners	173	$532	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	144	$443	0.6%	Other
Stokes Family Office, LLC	64	$197	0.3%	Other
Held directly	23,714	$73,039	98.4%	Defined

Central Pacific Bank - Trust Division

$73,920

0.55%

24,000

TWO SIGMA SECURITIES, LLC

$66,179

0.49%

21,487

DEUTSCHE BANK AG\

$57,851

0.43%

18,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	18,783	$57,851	100.0%	Defined

Williams & Novak, LLC

$57,552

0.43%

18,686

NEW YORK STATE COMMON RETIREMENT FUND

$52,360

0.39%

17,000

WELLS FARGO & COMPANY/MN

$49,643

0.37%

16,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	16,118	$49,643	100.0%	Defined

BANK OF AMERICA CORP /DE/

$35,164

0.26%

11,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	11,417	$35,164	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$34,305

0.25%

11,138

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	11,138	$34,305	100.0%	Defined

FMR LLC

$33,199

0.25%

10,779

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	10,779	$33,199	100.0%	Defined

RHUMBLINE ADVISERS

$33,051

0.24%

10,731

Abel Hall, LLC

$32,669

0.24%

10,607

MORGAN STANLEY

$31,867

0.24%

10,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	238	$733	2.3%	Defined
MORGAN STANLEY & CO. LLC	5,216	$16,065	50.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,565	$4,820	15.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3,328	$10,249	32.2%	Defined

CITIGROUP INC

$27,503

0.20%

8,930

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	8,930	$27,503	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$27,291

0.20%

8,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	8,861	$27,291	100.0%	Defined

Vanguard Global Advisers, LLC

$26,355

0.19%

8,557

JPMORGAN CHASE & CO

$25,104

0.19%

8,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	7,978	$24,572	97.9%	Defined
J.P. Morgan Investment Management Inc.	173	$532	2.1%	Defined

BNP PARIBAS ARBITRAGE, SA

$16,533

0.12%

5,368

NISA INVESTMENT ADVISORS, LLC

$15,400

0.11%

5,000

UBS Group AG

$15,142

0.11%

4,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	1,962	$6,042	39.9%	Defined
UBS Switzerland AG	2,699	$8,312	54.9%	Defined
UBS Securities LLC	256	$788	5.2%	Defined

Russell Investments Group, Ltd.

$13,333

0.10%

4,329

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	4,329	$13,333	100.0%	Defined

Tower Research Capital LLC (TRC)

$12,015

0.09%

3,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	3,901	$12,015	100.0%	Defined

BARCLAYS PLC

$11,392

0.08%

3,699

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	3,174	$9,775	85.8%	Defined
BARCLAYS CAPITAL INC.	525	$1,617	14.2%	Defined

ROYAL BANK OF CANADA

$8,704

0.06%

2,826

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	575	$1,771	20.3%	Defined
RBC Capital Markets, LLC	2,250	$6,930	79.6%	Defined
Held directly	1	$3	0.0%	Sole

Legal & General Group Plc

$6,424

0.05%

2,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,086	$6,424	100.0%	Defined

Ameritas Investment Partners, Inc.

$1,777

0.01%

577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	577	$1,777	100.0%	Other

Sterling Capital Management LLC

$1,078

0.01%

350

Arax Advisory Partners

$575

0.00%

187

Integrated Wealth Concepts LLC

$320

0.00%

104

EverSource Wealth Advisors, LLC

$156

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	6	$18	11.5%	Sole
Held directly	45	$138	88.5%	Sole

Allworth Financial LP

$135

0.00%

Essential Partners LLC

$80

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$77

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	25	$77	100.0%	Defined

ROTHSCHILD INVESTMENT LLC

$33

0.00%

Transamerica Financial Advisors, LLC

$24

0.00%

Farther Finance Advisors, LLC

$24

0.00%

SJS Investment Consulting Inc.

$15

0.00%

Caitong International Asset Management Co., Ltd

$12

0.00%

True Wealth Design, LLC

$12

0.00%

IFP Advisors, Inc

0.00%

WOLVERINE ASSET MANAGEMENT LLC SBCWW

—

55,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	55,872	$0	—	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP SBCWW

—

37,894

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	37,894	$0	—	Other

Caption Management, LLC SBCWW

—

150,000

D. E. Shaw & Co., Inc. SBCWW

—

172,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	172,500	$0	—	Defined

Clear Street Group Inc. SBCWW

—

199,865

MMCAP International Inc. SPC SBCWW

—

330,000

Weiss Asset Management LP SBCWW

—

229,192

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WEISS ANDREW M joint	229,192	$0	—	Defined

Polar Asset Management Partners Inc. SBCWW

—

434,750

Cable Car Capital, LP SBCWW

—

196,000

Saba Capital Management, L.P. SBCWW

—

200,000

MILLENNIUM MANAGEMENT LLC SBCWW

—

24,000

TORONTO DOMINION BANK SBCWW

—

50,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES (USA) LLC	50,800	$0	—	Defined

ARISTEIA CAPITAL, L.L.C. SBCWW

—

530,169

Decagon Asset Management LLP SBCWW

—

944,992

WHITEBOX ADVISORS LLC SBCWW

—

35,000

BOOTHBAY FUND MANAGEMENT, LLC SBCWW

—

178,929

Yakira Capital Management, Inc. SBCWW

—

207,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	25,087	$104,863	100.0%	Defined

Key facts CIK 1930313 CUSIP 73245B107 13F (30d) 68 filings 68 filers Visit website Investor relations