As of the latest SEC filings, SBC Medical Group Holdings Inc (SBC) is held by 57 institutional funds. The largest fund shareholder is iShares Russell 2000 ETF (IWM), holding an estimated $870,702.36 in market value, representing a significant portion of its portfolio.
Funds holding SBC Medical Group Holdings Inc (SBC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SBC
- CIK:
- 0001930313
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $870,702.36 | 208,302 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $569,479.02 | 136,239 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $373,022.10 | 113,037 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $343,366.10 | 82,145 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $240,964.36 | 62,426 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $213,322.90 | 55,265 | Feb 28, 2026 | Apr 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $137,300.20 | 35,570 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $115,710.76 | 27,682 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $72,483.08 | 18,778 | Feb 28, 2026 | Apr 24, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $64,982.28 | 15,546 | Mar 31, 2026 | May 26, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $62,339.00 | 16,150 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $60,063.30 | 18,201 | Apr 30, 2026 | Jun 25, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.00% | $57,566.96 | 13,772 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $40,814.40 | 12,368 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $29,417.06 | 7,621 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Small-Cap Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $22,701.58 | 5,431 | Mar 31, 2026 | May 27, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.00% | $18,563.38 | 4,441 | Mar 31, 2026 | May 28, 2026 |
|
RSSL
Global X Russell 2000 ETF
|
ETF | Independent / Boutique | 0.00% | $16,252.50 | 4,925 | Apr 30, 2026 | Jun 29, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.00% | $16,138.98 | 3,861 | Mar 31, 2026 | May 22, 2026 |
|
SSMHX
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
|
MF | State Street (SPDR) | 0.00% | $15,884.00 | 3,800 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/Small Company Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $11,704.00 | 2,800 | Mar 31, 2026 | May 26, 2026 |
|
BSIVX
BlackRock Small Cap Index V.I. Fund
|
MF | BlackRock / iShares | 0.00% | $11,106.26 | 2,657 | Mar 31, 2026 | May 28, 2026 |
|
-
ATM Small Cap Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $9,747.76 | 2,332 | Mar 31, 2026 | May 26, 2026 |
|
VCSLX
Small Cap Index Fund
|
MF | Corebridge / VALIC | 0.00% | $9,190.66 | 2,381 | Feb 28, 2026 | Apr 29, 2026 |
|
-
NVIT Small Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $8,263.86 | 1,977 | Mar 31, 2026 | May 18, 2026 |
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