Security record · archived quarter
SDOG
name pending profile ingest
44Tracked holders
+1Δ holders
5.28MShares held
$360.04MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow +0.6% ·
net new positions +2.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.67M | -2.2% | $113.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.67M | -2.2% | $113.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.04M | -0.4% | $71.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.04M | -0.4% | $71.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.04M | -0.4% | $71.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 620.76K | -2.4% | $42.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 620.76K | -2.4% | $42.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 324.45K | +2.1% | $22.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 324.45K | +2.1% | $22.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 301.97K | +9.1% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 271.57K | -2.7% | $18.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 271.57K | -2.7% | $18.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 189.12K | -1.4% | $12.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 156.62K | +0.6% | $10.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 156.62K | +0.6% | $10.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 156.62K | +0.6% | $10.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 138.55K | +83.0% | $9.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Stifel Financial Corp | 64.67K | -0.1% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 63.27K | +3.5% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 51.63K | -0.7% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 45.52K | +0.7% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 43.19K | +8.6% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 41.57K | +1.9% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 41.57K | +1.9% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 41.57K | +1.9% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 38.77K | 0.0% | $2.65M | 0.0% | Held | 2 | SEC ↗ |
| 27 | Mariner, LLC | 23.55K | +67.0% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 23.13K | +19.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 17.85K | -17.8% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 17.85K | -17.8% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 17.65K | +67.2% | $1.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 16.19K | -2.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 15.59K | 0.0% | $1.06M | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 14.31K | +3.8% | $976,169 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 13.44K | -62.3% | $942,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Creative Planning | 9.72K | +9.6% | $662,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 9.21K | -15.1% | $628,521 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Focus Partners Wealth | 9.33K | +7.3% | $625,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 8.33K | +19.8% | $568,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 7.38K | 0.0% | $503,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 7.38K | 0.0% | $503,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 6.28K | -10.0% | $428,473 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Captrust Financial Advisors | 5.15K | 0.0% | $351,480 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 4.83K | 0.0% | $329,389 | 0.0% | Held | 3 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 3.11K | -17.3% | $212,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 3.11K | -17.3% | $212,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Citigroup Inc | 1.96K | -4.1% | $133,848 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.59K | +90.3% | $109,725 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Us Bancorp \De\ | 611 | 0.0% | $41,682 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 534 | -28.5% | $36,429 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 505 | 0.0% | $34,628 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 500 | -54.7% | $34,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 446 | 0.0% | $30,431 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Assetmark, Inc | 130 | +233.3% | $8,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 84 | 0.0% | $5,730 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 66 | New | $4,503 | 0.0% | New | 1 | SEC ↗ |
| 57 | BlackRock ✦ (passive) | 1 | 0.0% | $68 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $4,503 | 0.0% |
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: Q2 2026 ·
Methodology ·
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