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Institutional Holdings
SBCFOwnership Summary
Institutions Holding
15
Total Shares Held
2,129,322
Total Value Held
$70,386,516
Quarter
2026-06-30
Active Positions
Increased Positions
3
295,354 shares
Decreased Positions
4
1,790,372 shares
Held Positions
5
43,596 shares
New Positions
0
0 shares
Sold Out Positions
3
16,651 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 1,632,101 | $54,267,358 | ▼ -97,750 | 0.64% | 2026-06-30 |
| Pier Capital, LLC | 255,067 | $8,480,978 | ▲ +2,187 | 1.12% | 2026-06-30 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 144,308 | $4,798,241 | ▼ -12,582 | 0.16% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 36,731 | $1,221,306 | ▲ +249 | 0.00% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 21,500 | $714,875 | Unchanged | 0.00% | 2026-06-30 |
| Yorktown Management & Research Co Inc | 9,250 | $307,563 | Unchanged | 0.19% | 2026-06-30 |
| TRUST POINT INC. | 8,317 | $276,547 | ▼ -1,534 | 0.02% | 2026-06-30 |
| Hamilton Capital Partners Inc. | 5,646 | $187,730 | ▼ -2,709 | 0.01% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 3,556 | $118,237 | ▲ +2,333 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 347 | $11,538 | Unchanged | 0.00% | 2026-06-30 |
| FARMERS & MERCHANTS INVESTMENTS INC | 52 | $1,729 | Unchanged | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12,447 | $414 | Unchanged | 0.00% | 2026-06-30 |
| Hillsdale Investment Management Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Catalyst Funds Management Pty Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| CURIO WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 |