Who owns SCLZ?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCLZ from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 134,717 shares of SCLZ worth $6.5M; the largest disclosed holder is Ethos Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$6.5M
value, 2026 filers
134,717
shares disclosed
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCLZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLCNEW | 25,782 | $1.4M | 0.1% | — | new |
| 2 | Swan Global Investments, LLC | 25,295 | $1.4M | 0.0% | — | +3.9% |
| 3 | Camarda Financial Advisors, LLC | 24,484 | $1.4M | 0.4% | — | +6.3% |
| 4 | JANE STREET GROUP, LLC | 21,298 | $1.2M | 0.0% | — | +0.5% |
| 5 | Cambridge Investment Research Advisors, Inc. | 18,356 | $1,029 | 0.0% | — | 0.0% |
| 6 | Taylor Securities Services, Inc.NEW | 9,601 | $538,062 | 0.2% | — | new |
| 7 | Kestra Advisory Services, LLC | 5,515 | $309,052 | 0.0% | — | +1.2% |
| 8 | MORGAN STANLEY | 2,395 | $134,221 | 0.0% | — | 0.0% |
| 9 | OSAIC HOLDINGS, INC. | 1,795 | $100,590 | 0.0% | — | +5.0% |
| 10 | Ameritas Advisory Services, LLCNEW | 196 | $10,984 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.