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Security record · archived quarter

SDOG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024
40Tracked holders
0Δ holders
5.41MShares held
$327.51MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 44 +1 5.28M $360.04M +1
Q1 2026 44 +3 5.25M $341.25M +4 −1
Q4 2025 40 0 5.41M $327.51M
Q3 2025 6 +1 1.15M $69.20M +1
Q2 2025 2 0 18.59K $1.07M
Q1 2025 1 +1 4.17K $241,987 +1
Q3 2024 1 -1 4.93K $290,545 −1
Q2 2024 2 21.87K $1.16M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 1.86M $112.42M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 1.86M $112.42M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 1.04M -0.4% $62.98M 0.0% ▼ Trim 2 SEC ↗
4 Morgan Stanley 1.04M -0.4% $62.98M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley 1.04M -0.4% $62.98M 0.0% ▼ Trim 2 SEC ↗
6 Wells Fargo & Company/Mn 656.80K $39.72M 0.0% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 656.80K $39.72M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 319.52K $19.32M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 319.52K $19.32M 0.0% n/c 1 SEC ↗
10 UBS Group AG 277.24K $16.76M 0.0% n/c 1 SEC ↗
11 UBS Group AG 277.24K $16.76M 0.0% n/c 1 SEC ↗
12 LPL Financial LLC 272.50K $16.48M 0.0% n/c 1 SEC ↗
13 Commonwealth Equity Services, Llc 198.22K $11.99M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 153.99K $9.31M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 153.99K $9.31M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 153.99K $9.31M 0.0% n/c 1 SEC ↗
17 Goldman Sachs Group 139.66K +89.8% $8.45M 0.0% ▲ Add 2 SEC ↗
18 Wealth Enhancement Advisory… 77.20K $4.78M 0.0% n/c 1 SEC ↗
19 Stifel Financial Corp 61.50K $3.72M 0.0% n/c 1 SEC ↗
20 Rockefeller Capital Management L.P. 51.79K $3.13M 0.0% n/c 1 SEC ↗
21 Cetera Investment Advisers 40.87K $2.47M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 40.02K $2.42M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 40.02K $2.42M 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 40.02K $2.42M 0.0% n/c 1 SEC ↗
25 Ameriprise Financial Inc 35.80K $2.16M 0.0% n/c 1 SEC ↗
26 Jones Financial Companies Lllp 30.98K $1.87M 0.0% n/c 1 SEC ↗
27 Mml Investors Services, Llc 20.54K $1.24M 0.0% n/c 1 SEC ↗
28 HighTower Advisors, LLC 16.44K $994,193 0.0% n/c 1 SEC ↗
29 Baird Financial Group, Inc. 15.85K $958,510 0.0% n/c 1 SEC ↗
30 Mariner, LLC 15.24K $921,829 0.0% n/c 1 SEC ↗
31 Fidelity (FMR) 13.22K +0.9% $799,595 0.0% ▲ Add 3 SEC ↗
32 Susquehanna International Group, Llp 11.98K $724,370 0.0% n/c 1 SEC ↗
33 Focus Partners Wealth 10.82K $654,287 0.0% n/c 1 SEC ↗
34 Creative Planning 8.63K $522,123 0.0% n/c 1 SEC ↗
35 Envestnet Asset Management Inc 8.42K $509,170 0.0% n/c 1 SEC ↗
36 Northwestern Mutual Wealth… 8.27K $500,192 0.0% n/c 1 SEC ↗
37 Truist Financial Corp 7.60K $459,752 0.0% n/c 1 SEC ↗
38 Truist Financial Corp 7.60K $459,752 0.0% n/c 1 SEC ↗
39 Captrust Financial Advisors 5.15K $311,420 0.0% n/c 1 SEC ↗
40 Lido Advisors, LLC 4.25K $255,978 0.0% n/c 1 SEC ↗
41 Citadel Advisors 3.40K -76.3% $205,719 0.0% ▼ Trim 4 SEC ↗
42 Pnc Financial Services Group, Inc. 2.17K $131,341 0.0% n/c 1 SEC ↗
43 Citigroup Inc 1.65K $100,017 0.0% n/c 1 SEC ↗
44 Bank Of Montreal /Can/ 1.10K $66,759 0.0% n/c 1 SEC ↗
45 Bank Of Montreal /Can/ 1.10K $66,759 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 819 -50.1% $49,574 0.0% ▼ Trim 2 SEC ↗
47 Us Bancorp \De\ 611 $36,947 0.0% n/c 1 SEC ↗
48 TD Waterhouse Canada Inc. 505 $30,537 0.0% n/c 1 SEC ↗
49 National Bank Of Canada /Fi/ 446 $26,970 0.0% n/c 1 SEC ↗
50 Assetmark, Inc 250 $15,118 0.0% n/c 1 SEC ↗
51 Russell Investments Group, Ltd. 116 $7,015 0.0% n/c 1 SEC ↗
52 BlackRock (passive) 1 -98.2% $60 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

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 164 holders, 6.83M shares, $433.58M 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 · Get this via the API