SDHC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -18.7% ·
net new positions +7.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +3 | 3.73M | $57.86M | +5 | −2 |
| Q1 2026 | 37 | +8 | 4.58M | $58.65M | +11 | −3 |
| Q4 2025 | 29 | -2 | 5.24M | $87.89M | +1 | −3 |
| Q3 2025 | 11 | 0 | 2.07M | $36.60M | — | — |
| Q2 2025 | 9 | 0 | 2.00M | $38.81M | +1 | −1 |
| Q1 2025 | 6 | -2 | 1.46M | $28.45M | — | −2 |
| Q4 2024 | 8 | -1 | 1.28M | $32.86M | — | −1 |
| Q3 2024 | 8 | +1 | 1.31M | $49.39M | +1 | — |
| Q2 2024 | 7 | — | 1.42M | $33.11M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment… | 974.28K | -27.4% | $15.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 622.62K | -17.9% | $9.68M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 3 | First Eagle Investment Management… | 404.27K | +5.1% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 364.95K | -8.0% | $5.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 208.86K | +30.8% | $3.25M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 163.86K | +60.9% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | D. E. Shaw & Co. ✦ | 142.99K | +82.3% | $2.22M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 117.51K | -6.3% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 103.15K | -4.9% | $1.60M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 84.73K | +3.1% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 51.38K | +62.8% | $770,126 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | UBS Group AG | 47.62K | -1.3% | $740,046 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 46.62K | +51.9% | $724,444 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (passive) | 46.18K | +7.1% | $717,575 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 43.26K | +71.0% | $672,307 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 32.80K | +218.2% | $509,635 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 17 | Squarepoint Ops LLC | 31.82K | +37.1% | $494,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Hsbc Holdings Plc | 27.71K | +108.2% | $420,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 26.42K | -50.2% | $410,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 25.41K | -51.9% | $394,933 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Envestnet Asset Management Inc | 22.58K | -22.3% | $350,831 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Tudor Investment Corp Et Al | 21.30K | New | $331,049 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 18.67K | +5.8% | $290,101 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Daiwa Securities Group Inc. | 18.48K | -23.9% | $287,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Millennium Management ✦ | 16.65K | New | $258,741 | 0.0% | New | 1 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 12.30K | 0.0% | $192,000 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 10.48K | -33.4% | $162,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 10.25K | -51.3% | $159,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Charles Schwab Investment… | 10.06K | New | $156,348 | 0.0% | New | 1 | SEC ↗ |
| 30 | Barclays Plc | 7.71K | +87.9% | $119,860 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Us Bancorp \De\ | 5.58K | +39.6% | $86,791 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Bnp Paribas Financial Markets | 3.63K | -7.6% | $56,472 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 538 | 0.0% | $8,361 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 413 | +37.2% | $6,421 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 35 | Jones Financial Companies Lllp | 408 | +63.2% | $5,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 140 | New | $2,176 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 122 | New | $1,896 | 0.0% | New | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 66 | -80.0% | $1,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Osaic Holdings, Inc. | 40 | -70.4% | $621 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $331,049 | 0.0% |
| Millennium Management | $258,741 | 0.0% |
| Charles Schwab Investment… | $156,348 | 0.0% |
| Rockefeller Capital… | $2,176 | 0.0% |
| Northwestern Mutual Wealth… | $1,896 | 0.0% |
Exited
| Massachusetts Financial… | $4.12M | was 0.0% |
| Federated Hermes, Inc. | $3.31M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 7.81M shares, $99.22M 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.
Open-market purchases (P)
Director, 10% owner · 19.36K sh @ 10.31 · $199,522
Officer, Director · See Remarks · 1.00K sh @ 11.50 · $11,500
Officer, Director · See Remarks · 1.00K sh @ 12.20 · $12,197
Officer · See Remarks · 1.00K sh @ 12.34 · $12,340
Officer · See Remarks · 1.00K sh @ 12.68 · $12,680
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology