SDSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow 0.0% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | +3 | 2.28M | $117.20M | +3 | — |
| Q1 2026 | 10 | 0 | 2.05M | $105.19M | — | — |
| Q4 2025 | 10 | +1 | 1.81M | $93.35M | +1 | — |
| Q3 2025 | 2 | 0 | 51.84K | $2.68M | — | — |
| Q2 2025 | 1 | +1 | 32.83K | $1.69M | +1 | — |
| Q2 2024 | 1 | — | 7.81K | $397,434 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.37M | — | $70.58M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 151.39K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 92.26K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 49.07K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 49.07K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 42.51K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 34.68K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 34.68K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 33.28K | -0.1% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 19.28K | — | $994,617 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 18.50K | 0.0% | $954,488 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 586 | New | $30,226 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $30,226 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 2.78M shares, $141.34M 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.