Security record · archived quarter
SDHY
name pending profile ingest
20Tracked holders
0Δ holders
5.31MShares held
$87.32MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.39M | -6.1% | $22.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Focus Partners Wealth | 808.81K | n/a | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Allspring Global Investments… | 614.39K | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 591.17K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 546.49K | n/a | $8.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 391.00K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 295.28K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 210.10K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 161.53K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 118.45K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Rockefeller Capital Management L.P. | 36.46K | n/a | $599,727 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 24.04K | n/a | $395,824 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 22.94K | n/a | $377,314 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 20.55K | n/a | $338,080 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 18.56K | n/a | $305,312 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 16.55K | n/a | $272,269 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 15.48K | n/a | $254,695 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 12.94K | n/a | $212,925 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Balyasny Asset Management L.P. | 12.22K | n/a | $201,101 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 78 | n/a | $1,000 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 11.02M shares, $154.55M 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.
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: Q4 2025 ·
Methodology ·
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