SDHC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.5% ·
share flow -1.5% ·
net new positions -6.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| 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… | 1.47M | — | $24.64M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 1.18M | +2.2% | $19.74M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 3 | Federated Hermes, Inc. | 527.30K | — | $8.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 506.69K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 452.63K | +0.4% | $7.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | First Eagle Investment Management… | 378.77K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 158.37K | +3.0% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 128.60K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 104.42K | +1.4% | $1.75M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Sei Investments Co | 64.93K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 49.05K | — | $822,518 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | State Street Global Advisors ✦ (passive) | 42.31K | +2.7% | $709,572 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 33.25K | +11.7% | $557,602 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 28.80K | — | $482,959 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Daiwa Securities Group Inc. | 26.66K | — | $447,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Victory Capital Management Inc | 21.78K | — | $365,200 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 17.65K | — | $295,923 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 13.16K | — | $220,642 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 12.15K | +20.7% | $203,756 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | T. Rowe Price ✦ | 10.80K | New | $182,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 7.04K | — | $118,061 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 6.42K | — | $107,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 2.81K | — | $47,107 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Fidelity (FMR) ✦ | 708 | +46.6% | $11,866 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Citigroup Inc | 415 | — | $6,960 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 250 | — | $4,193 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 130 | — | $2,180 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 33 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 12 | — | $0 | 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
| T. Rowe Price | $182,000 | 0.0% |
Exited
| Goldman Sachs Group | $1.44M | was 0.0% |
| Marshall Wace | $480,864 | was 0.0% |
| Millennium Management | $388,926 | 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