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SCZM · Santacruz Silver Mining Ltd. · Holdings

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$7.31 -0.20 (-2.66%) Q1 2026 earnings call transcript
Rebalance outlook locked
Market Cap
$680.69M
Shares
92.99M
Volume · Oct 28 134.41K Avg daily vol (3M) 465.19K

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.

Use institutional holdings through the 13F API or MCP → See every holder of SCZM: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 69
Total Value: $61,504,504
Total Shares: 9,062,562

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 69 13F filers
Top Holder
37.3%
Mar 2026 → Jun 2026 · range 37.3% – 46.0%
of institutional value
Top 5
65.0%
Mar 2026 → Jun 2026 · range 65.0% – 80.3%
of institutional value
Top 10
80.7%
Mar 2026 → Jun 2026 · range 80.7% – 90.4%
of institutional value
HHI
1,666
Mar 2026 → Jun 2026 · range 1,666 – 2,473
Moderately concentrated

Who Holds SCZM

Last 3 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 69 filers, like-for-like change +4.8%; actively managed books +7.2%; index-like books -32.2%.

Holder type Share Filers Change
Registered adviser 22.1% 25 +95.5%
Exempt adviser 0.7% 2 +58.8%
Adviser 2.9% 1 new
Bank 9.0% 11 -33.1%
Broker-dealer 0.3% 1 -0.2%
Benefit plan 0.6% 1 0.0%
Non-US 2.6% 2 +52.4%
Holding company 5.9% 3 -12.0%
Unknown 55.8% 23 -8.4%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F.

Conviction and Crowding

69 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.001%
Mar 31, 2026: 0
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Top 10 holders
80.7%
of 13F shares, Herfindahl 0.167
Active holders
+7.2%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 1.8 quarters
Under 1 year 100.0% 1 to 3 years 0.000% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$10.08
estimated per share
Mar 31, 2026: $10.78
Quarter-end price
$6.49
implied by 13F values
Estimated gain or loss
-35.6%
price against the estimated cost
Estimated at a loss
100.0%
of costed 13F value

Estimated cost covers 99.7% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SCZM's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 AYA Aya Gold & Silver Inc. 3
2 USAS Americas Gold & Silver Corp 3
3 EXK Endeavour Silver Corp 3
4 IAG Iamgold Corp 3
5 PAAS Pan American Silver Corp 4
6 HL Hecla Mining Co 3
7 CDE Coeur Mining, Inc. 3
8 FNV FRANCO NEVADA Corp 3
9 B Barrick Mining Corp 3
10 AEM Agnico Eagle Mines Ltd 3

Shareholder Targets

13F filers that own its peers but not SCZM, quarter ended Jun 30, 2026

Found through its holder-overlap peers: AYA, USAS, EXK, IAG, PAAS, HL, CDE, FNV, B, AEM, NEM, AAPL, MSFT, GOOGL. 6,914 filers in all.

# Filer In peers
1 BlackRock, Inc. Holding company, Index-like $875,713,327,548 14 held
2 VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like $717,513,834,304 14 held
3 STATE STREET CORP Bank, Index-like $455,129,743,692 8 held
4 FMR LLC Holding company, Diversified active $306,895,155,863 12 held
5 VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active $227,380,083,627 6 held
6 NORGES BANK Non-US, Index-like $152,654,292,471 9 held
7 Invesco Ltd. Adviser, Diversified active $151,214,044,955 11 held
8 PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active $137,001,383,948 9 held
9 NORTHERN TRUST CORP Bank, Index-like $118,521,693,032 10 held
10 Berkshire Hathaway Inc Insurer, Concentrated $103,714,385,303 2 held

Fund Ownership of SCZM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 2.11% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.06% 57,586
Index ETFs 2.05% 1,908,067
Active ETFs 0.02% 18,850
Active funds 0.07% 64,763
Unclassified 0.00% 685
All registered funds 2.20% 2,049,951
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 25 Exempt adviser 2 Adviser 1 Bank 11 Broker-dealer 1 Benefit plan 1 Non-US 2 Holding company 3 Unknown 23
Showing 69 of 69
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $21,688,184 35.26% 3,341,785
ACADIAN ASSET MANAGEMENT LLC $5,465,404 8.89% 842,127
BANK OF AMERICA CORP /DE/ $4,803,527 7.81% 740,143
SIGNATUREFD, LLC $4,641,003 7.55% 525,595
U S GLOBAL INVESTORS INC $3,090,500 5.02% 350,000
SPROTT INC. $2,444,432 3.97% 376,646
MILLENNIUM MANAGEMENT LLC $2,442,180 3.97% 376,299
LAZARD ASSET MANAGEMENT LLC $1,714,171 2.79% 264,125
Federation des caisses Desjardins du Quebec $1,455,901 2.37% 224,330
GeoSphere Capital Management, LLC $1,298,000 2.11% 200,000
Y-Intercept (Hong Kong) Ltd $1,265,806 2.06% 143,353
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1,173,638 1.91% 180,838
MORGAN STANLEY $999,769 1.63% 154,048
CenterBook Partners LP $734,551 1.19% 113,182
ONE PLUS ONE WEALTH MANAGEMENT, LLC $619,892 1.01% 70,203
VAN ECK ASSOCIATES CORP $538,410 0.88% 82,960
Cambridge Investment Research Advisors, Inc. $503,708 0.82% 77,613
TWO SIGMA INVESTMENTS, LP $448,368 0.73% 69,086
CREDIT AGRICOLE S A $412,764 0.67% 63,600
D. E. Shaw & Co., Inc. $412,115 0.67% 63,500
SUSQUEHANNA INTERNATIONAL GROUP, LLP $400,796 0.65% 61,756
GEODE CAPITAL MANAGEMENT, LLC $373,733 0.61% 57,586
JANE STREET GROUP, LLC $356,599 0.58% 54,946
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $353,705 0.58% 54,500
BNP PARIBAS ARBITRAGE, SA $352,991 0.57% 54,390
Squarepoint Ops LLC $237,871 0.39% 36,652
Quantbot Technologies LP $220,536 0.36% 33,981
NewEdge Advisors, LLC $212,443 0.35% 32,734
Cedrus Wealth Group LLC $204,298 0.33% 31,479
HRT FINANCIAL LP $192,830 0.31% 29,712
LPL Financial LLC $186,081 0.30% 28,672
State of Wyoming $176,884 0.29% 27,255
Brevan Howard Capital Management LP $174,944 0.28% 26,956
BANK OF MONTREAL /CAN/ $152,709 0.25% 23,530
Axxion S.A. $150,110 0.24% 17,000
Engineers Gate Manager LP $148,114 0.24% 22,822
Fulcrum Asset Management LLP $143,532 0.23% 22,116
UBS Group AG $142,078 0.23% 21,892
Tidal Investments LLC $122,336 0.20% 18,850
Quadrature Capital Ltd $112,166 0.18% 17,283
GK Wealth Management LLC $103,134 0.17% 11,680
Compass Ion Advisors, LLC $95,416 0.16% 10,806
Revisor Wealth Management LLC $94,286 0.15% 10,678
Banque Cantonale Vaudoise $84,577 0.14% 13,032
Bank of New York Mellon Corp $81,131 0.13% 12,501
VERUS CAPITAL PARTNERS, LLC $81,125 0.13% 12,500
DV EQUITIES, LLC $78,976 0.13% 12,169
STIFEL FINANCIAL CORP $77,918 0.13% 12,006
TD Waterhouse Canada Inc. $68,874 0.11% 7,800
Perennial Investment Advisors, LLC $64,900 0.11% 10,000
ROYAL BANK OF CANADA $43,586 0.07% 6,716
Leonteq Securities AG $22,585 0.04% 3,480
CITIGROUP INC $13,044 0.02% 2,010
Hartford Financial Management Inc. $10,966 0.02% 1,242
PNC FINANCIAL SERVICES GROUP, INC. $4,543 0.01% 700
BARCLAYS PLC $2,615 0.00% 403
FINANCIAL CONSULATE, INC $2,207 0.00% 250
CoreCap Advisors, LLC $2,207 0.00% 250
NATIONAL BANK OF CANADA /FI/ $1,706 0.00% 263
HOLLENCREST CAPITAL MANAGEMENT $1,298 0.00% 200
Physician Wealth Advisors, Inc. $706 0.00% 80
OSAIC HOLDINGS, INC. $623 0.00% 96
Ameritas Advisory Services, LLC $382 0.00% 59
RHUMBLINE ADVISERS $162 0.00% 25
Allworth Financial LP $155 0.00% 24
Caitong International Asset Management Co., Ltd $149 0.00% 23
Larson Financial Group LLC $136 0.00% 21
DANSKE BANK A/S $12 0.00% 2
JPMORGAN CHASE & CO $6 0.00% 1
Key facts CIK 1548536 CUSIP 80280U205 13F (30d) 13 filings 13 filers Visit website Investor relations