SDHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -4.6% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.38M | -0.9% | $22.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Focus Partners Wealth | 809.34K | +0.1% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Allspring Global Investments… | 615.49K | +0.2% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 593.59K | +0.4% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 542.95K | -0.7% | $8.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Invesco Ltd. | 291.34K | -1.3% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 233.31K | +11.1% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 201.33K | +24.6% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 162.57K | -58.4% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 124.97K | +5.5% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 35.87K | -1.6% | $574,637 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 26.61K | +60.8% | $426,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 21.67K | -9.9% | $347,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Balyasny Asset Management L.P. | 13.39K | +9.6% | $214,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 12.30K | -5.0% | $197,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 832 | New | $13,333 | 0.0% | New | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 95 | New | $1,521 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 78 | 0.0% | $1,250 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $13,333 | 0.0% |
| BlackRock | $1,521 | 0.0% |
Exited
| Susquehanna International… | $377,314 | was 0.0% |
| Commonwealth Equity Services… | $338,080 | was 0.0% |
| Mariner, LLC | $305,312 | was 0.0% |
| Jane Street Group, Llc | $254,695 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.