SDCI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +0.4% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +8 | 3.04M | $80.51M | +8 | — |
| Q1 2026 | 22 | +6 | 1.74M | $47.38M | +7 | −1 |
| Q4 2025 | 16 | -1 | 1.03M | $22.63M | — | −1 |
| Q3 2025 | 3 | 0 | 654 | $15,044 | — | — |
| Q2 2025 | 1 | — | 78 | $1,689 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 312.81K | — | $6.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 312.81K | — | $6.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 259.76K | — | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 102.64K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 99.41K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 83.59K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 41.91K | — | $923,335 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 28.98K | — | $638,481 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 27.61K | — | $623,064 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 15.84K | — | $348,960 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 15.07K | — | $332,017 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Quantinno Capital Management LP | 14.48K | — | $319,016 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 12.37K | — | $272,489 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 6.50K | — | $143,195 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 4.84K | +241700.0% | $106,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 4.84K | +241700.0% | $106,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 375 | — | $8,262 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 375 | — | $8,262 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 314 | -50.0% | $6,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Fidelity (FMR) | $550 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 9.66M shares, $258.82M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.