SDHC
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.15M | -3.2% | $20.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.15M | -3.2% | $20.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.15M | -3.2% | $20.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.15M | -3.2% | $20.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 450.99K | +0.9% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 450.99K | +0.9% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 450.99K | +0.9% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 153.76K | +16.4% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 153.76K | +16.4% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 103.02K | +1.1% | $1.82M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 103.02K | +1.1% | $1.82M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 81.68K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 41.21K | 0.0% | $727,804 | 0.0% | Held | 4 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 29.77K | 0.0% | $525,703 | 0.0% | Held | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 27.23K | -17.9% | $480,864 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 27.23K | -17.9% | $480,864 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 22.02K | -1.2% | $388,926 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 10.07K | — | $177,783 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 10.07K | — | $177,783 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 10.07K | — | $177,783 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 483 | +123.6% | $8,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 483 | +123.6% | $8,524 | 0.0% | ▲ Add | 2 | 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): 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)
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