Inst. Holders
50 funds
SC
SCZ
ISHARES
$84.14 ▲ +0.76%
Prev close $83.5121 New Institutional Positions13 Institutional Exits
Snapshot
The big-picture read on SCZ right now — valuation, ownership and activity at a glance.
Inst. Value
$9.5B
Inst. Activity
21 buys / 13 sells
Price chart 30d -2.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SCZ — 86.5% short (0.8M / 0.9M)
Short: 777,121 | Exempt: 4,101 | TRF Vol: 898,800 | Short Ratio: 86.5% | Off-exchange volume (dark p
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
6,322,889 shares ($520.2M)
Jun 30, 2026 Inst.
JANE STREET GROUP, LLC — NEW
1,534,940 shares ($126.3M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SCZ — 86.5% short (0.8M / 0.9M)
Short: 777,121 | Exempt: 4,101 | TRF Vol: 898,800 | Short Ratio: 86.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SCZ — 82.6% short (0.6M / 0.7M)
Short: 602,972 | Exempt: 222 | TRF Vol: 729,675 | Short Ratio: 82.6% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: SCZ — 35,049 shares ($3.0M) failed to deliver
Settlement: 20260914, Price: $86.09, FTD Value: $3,017,368.41, ISHARES TR MSCI EAFE SMALL CAP
Sep 11, 2026
short_volume
Short Volume: SCZ — 76.2% short (0.4M / 0.6M)
Short: 447,949 | Exempt: 278 | TRF Vol: 587,535 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: SCZ — 78.7% short (0.9M / 1.2M)
Short: 943,682 | Exempt: 127 | TRF Vol: 1,199,133 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SCZ (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.5B total value (116,049,640 shares) as of 2026-Q2. Top holders: JONES, TIAA, GOLDMAN. Net buying activity: 21 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 53,299,660 | $4.4B | 45.9% | — |
| TIAA Wealth Investment Management LLC | 9,651,143 | $795.3M | 8.3% | — |
| GOLDMAN SACHS GROUP INC | 6,322,889 | $520.2M | 5.5% | DOUBLED +108.3% |
| FMR LLC | 5,321,287 | $437.8M | 4.6% | ADD +72.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,508,820 | $370.9M | 3.9% | — |
| BlackRock, Inc. | 3,880,423 | $319.2M | 3.3% | — |
| Creative Planning | 3,798,676 | $312.5M | 3.3% | — |
| State of New Jersey Common Pension Fund D | 3,702,826 | $304.6M | 3.2% | — |
| Bank of New York Mellon Corp | 2,987,961 | $245.8M | 2.6% | — |
| MORGAN STANLEY | 2,276,111 | $187.3M | 2.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 3,036,092 | 6,322,889 | +108.3% | $520.2M |
| JANE STREET GROUP, LLC | NEW | — | 1,534,940 | — | $126.3M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,478,776 | 1,070,547 | -27.6% | $88.1M |
| BANK OF MONTREAL /CAN/ | ADD | 531,686 | 718,382 | +35.1% | $59.1M |
| Pathstone Holdings, LLC | DOUBLED | 152,270 | 386,423 | +153.8% | $31.8M |
| ROYAL BANK OF CANADA | DOUBLED | 143,446 | 354,448 | +147.1% | $29.2M |
| Envestnet Portfolio Solutions, Inc. | ADD | 200,781 | 263,593 | +31.3% | $21.7M |
| Corient Private Wealth LP | TRIM | 491,436 | 234,532 | -52.3% | $19.3M |
| Nuveen, LLC | TRIM | 616,804 | 164,067 | -73.4% | $13.5M |
| Integrated Wealth Concepts LLC | ADD | 103,300 | 144,554 | +39.9% | $11.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCZ.
Shares short
4,866,721
Settlement Sep 15, 2026
Change vs prior
+46.8%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume