Institutional Holders (2026 Q2)
203 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCHL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Towle & Co | 2.45% | 157,131 | $7.2M |
| 2 | Bragg Financial Advisors, Inc | 0.83% | 672,247 | $30.9M |
| 3 | Hennessy Advisors Inc | 0.33% | 227,000 | $10.4M |
| 4 | EntryPoint Capital, LLC | 0.25% | 10,388 | $368K |
| 5 | Bridgeway Capital Management, LLC | 0.19% | 240,936 | $11.1M |
| 6 | iSAM Funds (UK) Ltd | 0.17% | 5,100 | $235K |
| 7 | R Squared Ltd | 0.16% | 6,670 | $307K |
| 8 | Blueshift Asset Management, LLC | 0.15% | 14,383 | $662K |
| 9 | Forty-three Eighteen Advisors, LLC | 0.14% | 4,587 | $211K |
| 10 | Bridgefront Capital, LLC | 0.13% | 10,672 | $491K |
| 11 | Campbell & CO Investment Adviser LLC | 0.12% | 51,657 | $2.4M |
| 12 | Caxton Associates LLP | 0.07% | 80,528 | $3.7M |
| 13 | Cambria Investment Management, L.P. | 0.06% | 28,243 | $1.3M |
| 14 | Brandes Investment Partners, LP | 0.06% | 195,063 | $9.0M |
| 15 | Y-Intercept (Hong Kong) Ltd | 0.06% | 62,443 | $2.9M |
| 16 | Ibex Wealth Advisors | 0.05% | 15,140 | $696K |
| 17 | Jacobs Levy Equity Management, Inc | 0.04% | 230,559 | $10.6M |
| 18 | Wellington Shields Capital Management, LLC | 0.04% | 6,000 | $276K |
| 19 | Aquatic Capital Management LLC | 0.03% | 21,090 | $970K |
| 20 | Trexquant Investment LP | 0.03% | 119,789 | $5.5M |
| 21 | CenterBook Partners LP | 0.03% | 14,011 | $645K |
| 22 | Inspire Investing, LLC | 0.03% | 14,515 | $668K |
| 23 | Quent Capital, LLC | 0.02% | 8,700 | $400K |
| 24 | Segall Bryant & Hamill, LLC | 0.02% | 43,573 | $2.0M |
| 25 | Allianz Asset Management GmbH | 0.02% | 550,055 | $25.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|