SDHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -1.1% ·
net new positions -6.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 5.01M | $82.09M | +1 | −2 |
| Q1 2026 | 18 | -2 | 5.06M | $81.12M | +2 | −4 |
| Q4 2025 | 20 | 0 | 5.31M | $87.32M | — | — |
| Q3 2025 | 1 | — | 1.48M | $24.76M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.46M | +5.7% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Focus Partners Wealth | 747.90K | -7.6% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Allspring Global Investments… | 615.49K | 0.0% | $10.09M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 553.85K | -6.7% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 553.85K | -6.7% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 540.34K | -0.5% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 540.34K | -0.5% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 293.99K | +0.9% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 203.53K | +1.1% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 203.53K | +1.1% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 178.86K | +10.0% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 123.53K | -47.0% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 115.98K | -7.2% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 106.07K | +389.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 106.07K | +389.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 36.45K | +1.6% | $597,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 36.45K | +1.6% | $597,409 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 12.61K | -5.9% | $206,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 12.26K | -0.3% | $200,876 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.84K | New | $194,123 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 304 | -63.5% | $4,990 | 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
| Citadel Advisors | $194,123 | 0.0% |
Exited
| Cetera Investment Advisers | $426,353 | was 0.0% |
| BlackRock | $1,521 | 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.