SDCI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 399.50K | +53.8% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 365.36K | +16.8% | $9.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 333.57K | +6797.6% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 119.69K | +20.4% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 113.31K | New | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 102.34K | -0.3% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 94.74K | +13.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 43.66K | +4.2% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 31.80K | +15.2% | $874,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 27.91K | -3.7% | $760,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 21.27K | +46.9% | $579,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 19.82K | New | $540,033 | 0.0% | New | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 17.64K | +17.0% | $480,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 16.69K | +5.3% | $454,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 15.79K | +27.7% | $430,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Simplex Trading, Llc | 12.25K | New | $333,798 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.45K | +287.7% | $39,608 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 1.18K | New | $32,170 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 429 | New | $11,686 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 314 | 0.0% | $8,579 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 250 | New | $6,810 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 103 | New | $2,806 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $3.09M | 0.0% |
| Cerity Partners LLC | $540,033 | 0.0% |
| Simplex Trading, Llc | $333,798 | 0.0% |
| Cwm, Llc | $32,170 | 0.0% |
| Northwestern Mutual Wealth… | $11,686 | 0.0% |
| Us Bancorp \De\ | $6,810 | 0.0% |
| Assetmark, Inc | $2,806 | 0.0% |
Exited
| Bank Of America Corp /De/ | $143,195 | 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.