Who owns SD (SD)
Which tracked institutional funds hold SD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
44 tracked funds added or opened SD while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SD’s largest tracked holder by dollar value, ICAHN CARL C, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 171 tracked filers holding SD, 78 increased or opened the position and 81 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- VANGUARD CAPITAL MANAGEMENT LLC$22M
- VANGUARD PORTFOLIO MANAGEMENT LLC$14M
- VANGUARD FIDUCIARY TRUST CO$3M
- Universal- Beteiligungs- und Servicegesellschaft mbH$2M
- JANE STREET GROUP, LLC$2M
- MARSHALL WACE, LLP$2M
Full exits 5
- VANGUARD GROUP INC$30M
- Point Nemo Capital, LLC$868K
- AlphaQuest LLC$813K
- ALPS ADVISORS INC$581K
- LAZARD ASSET MANAGEMENT LLC$571K
Largest adds
- ICAHN CARL C$10M
- STATE STREET CORP$6M
- GOLDMAN SACHS GROUP INC$6M
- LSV ASSET MANAGEMENT$5M
- TWO SIGMA INVESTMENTS, LP$5M
- AMERICAN CENTURY COMPANIES INC$3M
Largest trims
- JPMORGAN CHASE & CO$1M
- Azarias Capital Management, L.P.$829K
- Nuveen, LLC$619K
- BARCLAYS PLC$617K
- BNP PARIBAS FINANCIAL MARKETS$410K
- BANK OF AMERICA CORP /DE/$407K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ICAHN CARL C added | 4,947,701 | $81M | 15.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,960,673 | $48M | 9.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,503,564 | $25M | 4.7% | 2026-Q1 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC added | 1,407,863 | $23M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,367,744 | $22M | 4.3% | 2026-Q1 |
| STATE STREET CORP added | 1,304,623 | $21M | 4.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,282,068 | $21M | 4.0% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,260,685 | $21M | 4.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,252,665 | $20M | 3.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 864,492 | $14M | 2.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 853,130 | $14M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 767,698 | $13M | 2.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 569,671 | $9M | 1.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 494,600 | $8M | 1.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 471,711 | $8M | 1.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 448,056 | $7M | 1.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 419,445 | $7M | 1.3% | 2026-Q1 |
| DENALI ADVISORS LLC added | 407,451 | $7M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 368,148 | $6M | 1.2% | 2026-Q1 |
| Creative Planning trimmed | 362,212 | $6M | 1.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 343,105 | $6M | 1.1% | 2026-Q1 |
| THIRD AVENUE MANAGEMENT LLC | 330,818 | $5M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 313,687 | $5M | 1.0% | 2026-Q1 |
| Azarias Capital Management, L.P. trimmed | 312,396 | $5M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 304,836 | $5M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 262,392 | $4M | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 214,814 | $4M | 0.7% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 214,202 | $3M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 212,385 | $3M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 206,670 | $3M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 142,601 | $2M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 139,123 | $2M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 136,824 | $2M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 134,886 | $2M | 0.4% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 132,086 | $2M | 0.4% | 2026-Q1 |
| Portolan Capital Management, LLC trimmed | 123,591 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 118,238 | $2M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 115,574 | $2M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 99,502 | $2M | 0.3% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC new | 94,406 | $2M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 88,501 | $1M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 86,744 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 78,344 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 73,960 | $1M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 68,496 | $1M | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 66,782 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 65,906 | $1M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 63,593 | $1M | 0.2% | 2026-Q1 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. trimmed | 63,109 | $1M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 62,698 | $1M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 61,220 | $998K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 59,484 | $970K | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 56,210 | $917K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 55,661 | $908K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 55,017 | $897K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 50,986 | $832K | 0.2% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 46,750 | $762K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 45,665 | $745K | 0.1% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 41,455 | $676K | 0.1% | 2026-Q1 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC new | 5,750 | $673K | 0.1% | 2026-Q1 |
| Next Level Private LLC trimmed | 39,093 | $638K | 0.1% | 2026-Q1 |
| Privium Fund Management B.V. | 38,792 | $633K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 34,177 | $557K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 28,642 | $467K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC new | 28,417 | $463K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 28,150 | $459K | 0.1% | 2026-Q1 |
| Lakewood Asset Management LLC added | 25,492 | $416K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 25,098 | $409K | 0.1% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 25,000 | $408K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 28,215 | $407K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 24,406 | $398K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 23,965 | $391K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 23,164 | $378K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 22,810 | $372K | 0.1% | 2026-Q1 |
| BOKF, NA added | 21,468 | $350K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 21,319 | $348K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 21,160 | $345K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,089,059 | $30M | 5.8% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP added | 251,549 | $3M | 0.5% | 2025-Q2 stale |
| Soviero Asset Management, LP trimmed | 210,000 | $2M | 0.4% | 2025-Q2 stale |
| Man Group plc added | 156,766 | $2M | 0.3% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 89,182 | $1M | 0.2% | 2025-Q1 stale |
| PRIVATE CLIENT SERVICES, LLC trimmed | 88,512 | $1M | 0.2% | 2025-Q1 stale |
| Point Nemo Capital, LLC new | 60,186 | $868K | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC added | 56,318 | $813K | 0.2% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 68,799 | $786K | 0.2% | 2025-Q1 stale |
| Swiss National Bank | 65,600 | $749K | 0.1% | 2025-Q1 stale |
| Thomist Capital Management, LP new | 59,200 | $666K | 0.1% | 2025-Q3 stale |
| ALPS ADVISORS INC added | 40,274 | $581K | 0.1% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 39,539 | $571K | 0.1% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 46,680 | $505K | 0.1% | 2025-Q2 stale |
| INCEPTIONR LLC added | 32,494 | $469K | 0.1% | 2025-Q4 stale |
| Nebula Research & Development LLC trimmed | 41,605 | $450K | 0.1% | 2025-Q2 stale |
| KLP KAPITALFORVALTNING AS | 36,300 | $415K | 0.1% | 2025-Q1 stale |
| Quantbot Technologies LP added | 28,678 | $414K | 0.1% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP | 34,182 | $370K | 0.1% | 2025-Q2 stale |
| nVerses Capital, LLC added | 23,885 | $345K | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC added | 23,662 | $341K | 0.1% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,379 | $337K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd added | 28,931 | $326K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.