SGDM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow -4.3% ·
net new positions -3.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 340.21K | — | $23.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 221.72K | -12.0% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Captrust Financial Advisors | 194.87K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 144.50K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 115.14K | — | $8.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 90.20K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 85.70K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 84.35K | — | $5.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 80.13K | — | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 68.77K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 53.61K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 47.93K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 31.81K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 30.23K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 19.13K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 6.23K | — | $433,768 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.69K | — | $326,432 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 4.29K | — | $298,809 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Blair William & Co/Il | 3.52K | — | $245,128 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 3.32K | — | $231,108 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 2.97K | — | $206,838 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Belvedere Trading LLC | 2.80K | — | $194,964 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 34.07K | — | $81,816 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.03K | — | $72,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 610 | +49.5% | $42,505 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Simplex Trading, Llc | 35 | — | $2,437 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $2.75M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 122 holders, 2.65M shares, $198.74M 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.