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Security record · archived quarter

SDHC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
0Δ holders
2.00MShares held
$38.81MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +3 3.32M $51.58M +5 −3
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management 1.19M -1.7% $23.12M 0.0% ▼ Trim 5 SEC ↗
2 Wellington Management 1.19M -1.7% $23.12M 0.0% ▼ Trim 5 SEC ↗
3 Wellington Management 1.19M -1.7% $23.12M 0.0% ▼ Trim 5 SEC ↗
4 Wellington Management 1.19M -1.7% $23.12M 0.0% ▼ Trim 5 SEC ↗
5 The Vanguard Group (passive) 447.11K $8.68M 0.0% n/c 1 SEC ↗
6 The Vanguard Group (passive) 447.11K $8.68M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 132.07K $2.56M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 132.07K $2.56M 0.0% n/c 1 SEC ↗
9 Geode Capital Management (passive) 101.90K +8.8% $1.98M 0.0% ▲ Add 5 SEC ↗
10 Geode Capital Management (passive) 101.90K +8.8% $1.98M 0.0% ▲ Add 5 SEC ↗
11 State Street Global Advisors (passive) 41.21K +7.6% $800,337 0.0% ▲ Add 3 SEC ↗
12 Marshall Wace 33.18K New $644,336 0.0% New 1 SEC ↗
13 Marshall Wace 33.18K New $644,336 0.0% New 1 SEC ↗
14 D. E. Shaw & Co. 29.77K 0.0% $578,095 0.0% Held 5 SEC ↗
15 Millennium Management 22.29K -54.8% $432,911 0.0% ▼ Trim 5 SEC ↗
16 Fidelity (FMR) 216 $4,188 0.0% n/c 1 SEC ↗
17 Fidelity (FMR) 216 $4,188 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $644,336 0.0%
Marshall Wace $644,336 0.0%

Exited

Renaissance Technologies $689,056 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.

Frequently co-owned

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

Insider transactions

Open-market purchases (P)

Aug 20 Devendorf Russell

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

Beneficial ownership
Aug 13 SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…

View original SEC filing ↗

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 2025 · Methodology · Get this via the API