Security record · archived quarter
SDFI
name pending profile ingest
8Tracked holders
0Δ holders
3.99MShares held
$142.86MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | -1 | 4.59M | $163.56M | — | −1 |
| Q1 2026 | 10 | +2 | 4.38M | $156.88M | +2 | — |
| Q4 2025 | 8 | 0 | 3.99M | $142.86M | — | — |
| Q3 2025 | 2 | 0 | 42.96K | $1.54M | — | — |
| Q2 2025 | 2 | 0 | 42.80K | $1.54M | — | — |
| Q1 2025 | 1 | 0 | 41.49K | $1.48M | — | — |
| Q4 2024 | 1 | +1 | 43.19K | $1.52M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.61M | — | $129.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 254.72K | — | $9.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 74.06K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 29.06K | -32.3% | $1.04M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 11.91K | — | $426,462 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 11.50K | — | $411,838 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 260 | — | $9,307 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 19 | 0.0% | $671 | 0.0% | Held | 3 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 4.44M shares, $159.02M 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: Q4 2025 ·
Methodology ·
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