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Security record · archived quarter

SDCI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
29Tracked holders
+8Δ holders
3.04MShares held
$80.51MReported value
+8New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 702.90K +110.7% $18.58M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 702.90K +110.7% $18.58M 0.0% ▲ Add 4 SEC ↗
3 Osaic Holdings, Inc. 471.35K +18.0% $12.46M 0.0% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 471.35K +18.0% $12.46M 0.0% ▲ Add 3 SEC ↗
5 Raymond James Financial Inc 322.82K -11.6% $8.54M 0.0% ▼ Trim 3 SEC ↗
6 Raymond James Financial Inc 322.82K -11.6% $8.54M 0.0% ▼ Trim 3 SEC ↗
7 LPL Financial LLC 229.44K +425.5% $6.07M 0.0% ▲ Add 3 SEC ↗
8 Susquehanna International Group, Llp 213.51K New $5.65M 0.0% New 1 SEC ↗
9 Susquehanna International Group, Llp 213.51K New $5.65M 0.0% New 1 SEC ↗
10 Wells Fargo & Company/Mn 176.81K +12060.0% $4.67M 0.0% ▲ Add 3 SEC ↗
11 Wells Fargo & Company/Mn 176.81K +12060.0% $4.67M 0.0% ▲ Add 3 SEC ↗
12 Mml Investors Services, Llc 151.66K +60.1% $4.01M 0.0% ▲ Add 3 SEC ↗
13 Envestnet Asset Management Inc 147.97K +23.6% $3.91M 0.0% ▲ Add 3 SEC ↗
14 Mariner, LLC 114.66K +1.2% $3.03M 0.0% ▲ Add 2 SEC ↗
15 Stifel Financial Corp 90.99K -11.1% $2.41M 0.0% ▼ Trim 3 SEC ↗
16 Hrt Financial Lp 69.55K New $1.84M 0.0% New 1 SEC ↗
17 HighTower Advisors, LLC 63.58K +260.4% $1.68M 0.0% ▲ Add 3 SEC ↗
18 Citadel Advisors 56.38K New $1.49M 0.0% New 1 SEC ↗
19 Commonwealth Equity Services, Llc 45.66K +173.6% $1.21M 0.0% ▲ Add 3 SEC ↗
20 Wealth Enhancement Advisory… 34.52K +8.5% $944,447 0.0% ▲ Add 3 SEC ↗
21 Jane Street Group, Llc 32.71K New $864,826 0.0% New 1 SEC ↗
22 Cetera Investment Advisers 31.75K +13.8% $839,611 0.0% ▲ Add 3 SEC ↗
23 Quantinno Capital Management LP 24.52K +15.3% $648,203 0.0% ▲ Add 3 SEC ↗
24 Cerity Partners LLC 19.06K -3.9% $503,947 0.0% ▼ Trim 2 SEC ↗
25 Cerity Partners LLC 19.06K -3.9% $503,947 0.0% ▼ Trim 2 SEC ↗
26 Bank Of Montreal /Can/ 16.31K +3.3% $431,131 0.0% ▲ Add 3 SEC ↗
27 Simplex Trading, Llc 14.54K +18.7% $384,464 0.0% ▲ Add 2 SEC ↗
28 Bank Of America Corp /De/ 9.20K New $243,169 0.0% New 1 SEC ↗
29 UBS Group AG 1.00K New $26,440 0.0% New 1 SEC ↗
30 JPMorgan Chase 929 +195.9% $24,275 0.0% ▲ Add 4 SEC ↗
31 JPMorgan Chase 929 +195.9% $24,275 0.0% ▲ Add 4 SEC ↗
32 Fidelity (FMR) 605 New $16,003 0.0% New 1 SEC ↗
33 Fifth Third Bancorp 550 New $14,542 0.0% New 1 SEC ↗
34 Northwestern Mutual Wealth… 444 +3.5% $11,739 0.0% ▲ Add 2 SEC ↗
35 Us Bancorp \De\ 250 0.0% $6,610 0.0% Held 2 SEC ↗
36 Assetmark, Inc 91 -11.7% $2,406 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

Susquehanna International… $5.65M 0.0%
Susquehanna International… $5.65M 0.0%
Hrt Financial Lp $1.84M 0.0%
Citadel Advisors $1.49M 0.0%
Jane Street Group, Llc $864,826 0.0%
Bank Of America Corp /De/ $243,169 0.0%
UBS Group AG $26,440 0.0%
Fidelity (FMR) $16,003 0.0%
Fifth Third Bancorp $14,542 0.0%

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API