Who owns SDCI (SDCI)
Which tracked institutional funds hold SDCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SDCI 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
The tracked-fund tape on SDCI is one-sided between 2025-Q4 and 2026-Q1: 42 added or opened and 1 trimmed or exited — on balance accumulating.
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
SDCI’s largest tracked holder by dollar value, 3EDGE Asset Management, LP, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SDCI 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 92 tracked filers holding SDCI, 74 increased or opened the position and 16 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 SDCI 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 17
- 3EDGE Asset Management, LP$61M
- Proficio Capital Partners LLC$12M
- WESCAP Management Group, Inc.$5M
- Atria Investments, Inc$3M
- Mariner, LLC$3M
- WBI INVESTMENTS, LLC$3M
Full exits 1
- Prospera Financial Services Inc$800K
Largest adds
- MORGAN STANLEY$9M
- OSAIC HOLDINGS, INC.$5M
- Empirical Asset Management, LLC$5M
- SMI Advisory Services, LLC$4M
- Orion Porfolio Solutions, LLC$4M
- ABLE Financial Group, LLC$3M
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 |
|---|---|---|---|---|
| 3EDGE Asset Management, LP new | 2,225,246 | $61M | 21.3% | 2026-Q1 |
| SMI Advisory Services, LLC added | 854,711 | $24M | 8.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 622,362 | $17M | 6.0% | 2026-Q1 |
| Proficio Capital Partners LLC new | 449,720 | $12M | 4.3% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 428,775 | $12M | 4.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 399,503 | $11M | 3.8% | 2026-Q1 |
| Peak Financial Management, Inc. added | 377,422 | $10M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 365,357 | $10M | 3.5% | 2026-Q1 |
| Empirical Asset Management, LLC added | 355,968 | $10M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 333,567 | $9M | 3.2% | 2026-Q1 |
| ABLE Financial Group, LLC added | 219,407 | $6M | 2.1% | 2026-Q1 |
| BKM Wealth Management, LLC trimmed | 173,197 | $5M | 1.7% | 2026-Q1 |
| WESCAP Management Group, Inc. new | 169,742 | $5M | 1.6% | 2026-Q1 |
| Midwest Professional Planners, LTD. added | 150,516 | $4M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 133,754 | $4M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 119,690 | $3M | 1.1% | 2026-Q1 |
| Atria Investments, Inc new | 116,377 | $3M | 1.1% | 2026-Q1 |
| Mariner, LLC new | 113,315 | $3M | 1.1% | 2026-Q1 |
| WBI INVESTMENTS, LLC new | 108,361 | $3M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 102,341 | $3M | 1.0% | 2026-Q1 |
| &PARTNERS trimmed | 98,130 | $3M | 0.9% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 98,313 | $3M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 94,736 | $3M | 0.9% | 2026-Q1 |
| Stratos Investment Management, LLC new | 93,562 | $3M | 0.9% | 2026-Q1 |
| Focus Financial Network, Inc. added | 93,207 | $3M | 0.9% | 2026-Q1 |
| TRUE Private Wealth Advisors new | 83,636 | $2M | 0.8% | 2026-Q1 |
| MATHER GROUP, LLC. new | 62,360 | $2M | 0.6% | 2026-Q1 |
| Prosperitas Financial LLC new | 59,898 | $2M | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC | 56,931 | $2M | 0.5% | 2026-Q1 |
| Moors & Cabot, Inc. added | 52,342 | $1M | 0.5% | 2026-Q1 |
| Maridea Wealth Management LLC new | 52,260 | $1M | 0.5% | 2026-Q1 |
| Alhambra Investment Management LLC added | 49,395 | $1M | 0.5% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 47,054 | $1M | 0.5% | 2026-Q1 |
| Portside Wealth Group, LLC new | 44,841 | $1M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 43,664 | $1M | 0.4% | 2026-Q1 |
| Summit Financial, LLC new | 38,880 | $1M | 0.4% | 2026-Q1 |
| HM PAYSON & CO trimmed | 38,811 | $1M | 0.4% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 33,768 | $950K | 0.3% | 2026-Q1 |
| STOCK YARDS BANK & TRUST CO trimmed | 33,681 | $917K | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 32,887 | $896K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 31,805 | $874K | 0.3% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT new | 30,326 | $826K | 0.3% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC new | 29,954 | $816K | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 29,573 | $806K | 0.3% | 2026-Q1 |
| Wick Capital Partners, LLC added | 28,754 | $783K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 27,910 | $760K | 0.3% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 27,632 | $753K | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 25,271 | $688K | 0.2% | 2026-Q1 |
| WT Wealth Management added | 24,531 | $668K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC | 23,757 | $647K | 0.2% | 2026-Q1 |
| WESTBOURNE INVESTMENTS, INC. added | 22,216 | $605K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 21,265 | $579K | 0.2% | 2026-Q1 |
| Advisor Resource Council added | 20,230 | $551K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 19,872 | $541K | 0.2% | 2026-Q1 |
| Cerity Partners LLC new | 19,825 | $540K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 17,638 | $480K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 17,600 | $479K | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC new | 17,342 | $472K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,687 | $455K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 15,791 | $430K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 13,738 | $374K | 0.1% | 2026-Q1 |
| Matrix Trust Co new | 13,239 | $361K | 0.1% | 2026-Q1 |
| Wallace Advisory Group, LLC new | 12,401 | $338K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC new | 12,254 | $334K | 0.1% | 2026-Q1 |
| Sharp Wealth Advisory, LLC trimmed | 12,250 | $334K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 12,042 | $328K | 0.1% | 2026-Q1 |
| RICHARDS, MERRILL & PETERSON, INC. | 10,750 | $293K | 0.1% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 10,061 | $274K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 9,073 | $247K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 8,875 | $242K | 0.1% | 2026-Q1 |
| K.J. Harrison & Partners Inc new | 8,782 | $239K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 8,700 | $237K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC new | 7,761 | $211K | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP new | 7,600 | $207K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 3,972 | $206K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. | 3,595 | $98K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 2,743 | $75K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 1,984 | $54K | 0.0% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID new | 1,516 | $41K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,454 | $40K | 0.0% | 2026-Q1 |
| CWM, LLC new | 1,181 | $32K | 0.0% | 2026-Q1 |
| Ares Financial Consulting, LLC new | 650 | $18K | 0.0% | 2026-Q1 |
| Abound Wealth Management new | 530 | $14K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 500 | $14K | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 409,079 | $9M | 3.1% | 2025-Q1 stale |
| NAPA WEALTH MANAGEMENT added | 176,636 | $4M | 1.4% | 2025-Q3 stale |
| Systelligence, LLC trimmed | 146,011 | $3M | 1.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 61,162 | $1M | 0.5% | 2025-Q2 stale |
| Prospera Financial Services Inc added | 36,312 | $800K | 0.3% | 2025-Q4 stale |
| Crossmark Global Holdings, Inc. trimmed | 32,928 | $757K | 0.3% | 2025-Q3 stale |
| COMMONS CAPITAL, LLC added | 17,206 | $379K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,442 | $356K | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 13,976 | $321K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 11,408 | $242K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC new | 9,534 | $206K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ | 6,500 | $143K | 0.1% | 2025-Q4 stale |
| Principia Wealth Advisory, LLC added | 4,560 | $100K | 0.0% | 2025-Q4 stale |
| Colonial Trust Co / SC new | 2,996 | $64K | 0.0% | 2025-Q1 stale |
| SageView Advisory Group, LLC new | 1,810 | $40K | 0.0% | 2025-Q4 stale |
| Rosenberg Matthew Hamilton new | 1,210 | $26K | 0.0% | 2025-Q2 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.