SDSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +11.3% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more 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 | 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 | 1.65M | +11.4% | $84.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 326.52K | +36.0% | $16.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 326.52K | +36.0% | $16.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 326.52K | +36.0% | $16.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 101.15K | -8.0% | $5.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 92.08K | -4.9% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 45.45K | +0.5% | $2.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 24.49K | -1.0% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 20.01K | -3.4% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 16.74K | +160.1% | $859,548 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Truist Financial Corp | 5.00K | New | $257,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.47K | -91.7% | $126,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 2.47K | -91.7% | $126,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 2.23K | New | $114,416 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 587 | +0.2% | $30,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 587 | +0.2% | $30,143 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 200 | New | $10,270 | 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
| Truist Financial Corp | $257,000 | 0.0% |
| Pnc Financial Services Group… | $114,416 | 0.0% |
| UBS Group AG | $10,270 | 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.