SDHC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.6% ·
share flow -11.6% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | n/a | n/a |
| Q2 2025 | 9 | 0 | 2.00M | $38.81M | +1 | −1 |
| Q1 2025 | 6 | -2 | 1.46M | $28.45M | n/a | −2 |
| Q4 2024 | 8 | -1 | 1.28M | $32.86M | n/a | −1 |
| Q3 2024 | 8 | +1 | 1.31M | $49.39M | +1 | n/a |
| Q2 2024 | 7 | n/a | 1.42M | $33.11M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment… | 1.34M | -8.7% | $17.17M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 758.80K | -35.5% | $9.71M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 396.76K | n/a | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | First Eagle Investment Management… | 384.77K | +1.6% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Massachusetts Financial Services Co… | 322.17K | -36.4% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Federated Hermes, Inc. | 258.90K | -50.9% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 159.63K | +0.8% | $2.04M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 125.38K | -2.5% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 108.50K | +3.9% | $1.39M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 101.88K | New | $1.30M | 0.0% | New | 1 | SEC ↗ ×3 |
| 11 | Jane Street Group, Llc | 82.18K | New | $1.05M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 78.43K | +135.9% | $1.00M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | Sei Investments Co | 53.07K | -18.3% | $679,270 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 52.80K | New | $675,827 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 48.27K | -1.6% | $617,843 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | State Street Global Advisors ✦ (passive) | 43.11K | +1.9% | $551,834 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 30.68K | New | $392,755 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 31.56K | New | $384,073 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 29.05K | +0.9% | $371,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 25.30K | New | $323,828 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Daiwa Securities Group Inc. | 24.26K | -9.0% | $310,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Squarepoint Ops LLC | 23.21K | New | $297,114 | 0.0% | New | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 21.04K | New | $269,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northern Trust Corp | 17.65K | 0.0% | $225,869 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 15.74K | +19.6% | $201,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Hsbc Holdings Plc | 13.31K | New | $167,598 | 0.0% | New | 1 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 12.30K | +13.9% | $158,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 10.31K | -15.2% | $131,942 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Barclays Plc | 4.11K | New | $52,544 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 4.00K | -37.6% | $51,200 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Bnp Paribas Financial Markets | 3.93K | -44.1% | $50,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 538 | New | $6,886 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 330 | +2650.0% | $4,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 301 | -57.5% | $3,853 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 250 | 0.0% | $3,000 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 135 | +3.9% | $1,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 11 | -66.7% | $141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.30M | 0.0% |
| Jane Street Group, Llc | $1.05M | 0.0% |
| Citadel Advisors | $675,827 | 0.0% |
| Goldman Sachs Group | $392,755 | 0.0% |
| JPMorgan Chase | $384,073 | 0.0% |
| Dimensional Fund Advisors Lp | $323,828 | 0.0% |
| Squarepoint Ops LLC | $297,114 | 0.0% |
| Hrt Financial Lp | $269,000 | 0.0% |
| Hsbc Holdings Plc | $167,598 | 0.0% |
| Barclays Plc | $52,544 | 0.0% |
| Fifth Third Bancorp | $6,886 | 0.0% |
Exited
| Victory Capital Management Inc | $365,200 | was 0.0% |
| Bank Of America Corp /De/ | $47,107 | was 0.0% |
| Citigroup Inc | $6,960 | 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