Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
31 tracked funds added or opened SDCI while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SDCI’s largest tracked holder by dollar value, 3EDGE Asset Management, LP, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp 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 2026-Q1 and 2026-Q2, across 117 tracked filers holding SDCI, 83 increased or opened the position and 35 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 2026-Q1 and 2026-Q2 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 14
- Viaable, LLC$20M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- MATAURO, LLC$3M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$2M
- VISTA INVESTMENT PARTNERS II, LLC$2M
- CITADEL ADVISORS LLC$1M
Full exits 4
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$4M
- Cambridge Investment Research Advisors, Inc.$4M
- MILLINGTON SECURITIES, LLC$3M
- Thrivent Financial for Lutherans$688K
Largest adds
- MORGAN STANLEY$9M
- Proficio Capital Partners LLC$9M
- LPL Financial LLC$5M
- WELLS FARGO & COMPANY/MN$5M
- MATHER GROUP, LLC.$3M
- Stratos Investment Management, LLC$3M
Largest trims
- SMI Advisory Services, LLC$23M
- Empirical Asset Management, LLC$4M
- RAYMOND JAMES FINANCIAL INC$1M
- BKM Wealth Management, LLC$1M
- WESCAP Management Group, Inc.$1M
- CREATIVE FINANCIAL DESIGNS INC /ADV$711K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| 3EDGE Asset Management, LP added | 2,339,241 | $62M | 19.8% | 2026-Q2 |
| Proficio Capital Partners LLC added | 809,665 | $21M | 6.9% | 2026-Q2 |
| Viaable, LLC new | 769,780 | $20M | 6.5% | 2026-Q2 |
| MORGAN STANLEY added | 702,900 | $19M | 5.9% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 619,529 | $16M | 5.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 471,346 | $12M | 4.0% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 442,173 | $12M | 3.7% | 2026-Q2 |
| Peak Financial Management, Inc. added | 380,981 | $10M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 322,823 | $9M | 2.7% | 2026-Q2 |
| ABLE Financial Group, LLC added | 235,561 | $6M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 229,438 | $6M | 1.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 213,510 | $6M | 1.8% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 206,224 | $5M | 1.7% | 2026-Q2 |
| Stratos Investment Management, LLC added | 193,548 | $5M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 176,806 | $5M | 1.5% | 2026-Q2 |
| MATHER GROUP, LLC. added | 173,188 | $5M | 1.5% | 2026-Q2 |
| Midwest Professional Planners, LTD. added | 167,272 | $4M | 1.4% | 2026-Q2 |
| Focus Financial Network, Inc. added | 163,682 | $4M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 151,661 | $4M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 147,967 | $4M | 1.3% | 2026-Q2 |
| BKM Wealth Management, LLC trimmed | 139,172 | $4M | 1.2% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 135,754 | $4M | 1.1% | 2026-Q2 |
| Atria Investments, Inc added | 119,474 | $3M | 1.0% | 2026-Q2 |
| Mariner, LLC added | 114,659 | $3M | 1.0% | 2026-Q2 |
| WBI INVESTMENTS, LLC added | 109,610 | $3M | 0.9% | 2026-Q2 |
| &PARTNERS added | 104,913 | $3M | 0.9% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 102,045 | $3M | 0.9% | 2026-Q2 |
| MATAURO, LLC new | 101,572 | $3M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 90,986 | $2M | 0.8% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 88,581 | $2M | 0.7% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 81,879 | $2M | 0.7% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC new | 72,918 | $2M | 0.6% | 2026-Q2 |
| Prosperitas Financial LLC added | 60,782 | $2M | 0.5% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC new | 57,504 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 56,382 | $1M | 0.5% | 2026-Q2 |
| Summit Financial, LLC added | 56,225 | $1M | 0.5% | 2026-Q2 |
| Maridea Wealth Management LLC added | 55,157 | $1M | 0.5% | 2026-Q2 |
| Stegent Equity Advisors, Inc. new | 52,716 | $1M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 52,535 | $1M | 0.4% | 2026-Q2 |
| Portside Wealth Group, LLC added | 49,078 | $1M | 0.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 48,182 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,657 | $1M | 0.4% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC new | 45,445 | $1M | 0.4% | 2026-Q2 |
| Alhambra Investment Management LLC trimmed | 43,540 | $1M | 0.4% | 2026-Q2 |
| HM PAYSON & CO | 38,811 | $1M | 0.3% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 38,753 | $1M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 34,519 | $944K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 34,298 | $907K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 32,709 | $865K | 0.3% | 2026-Q2 |
| G&S Capital LLC new | 32,560 | $861K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 31,755 | $840K | 0.3% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO trimmed | 31,420 | $831K | 0.3% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 30,154 | $797K | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC new | 28,476 | $753K | 0.2% | 2026-Q2 |
| Allied Private Wealth LLC new | 28,286 | $778K | 0.2% | 2026-Q2 |
| Wick Capital Partners, LLC trimmed | 27,954 | $739K | 0.2% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 26,901 | $711K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 26,823 | $709K | 0.2% | 2026-Q2 |
| Alliance Wealth Advisors, LLC /UT trimmed | 26,031 | $688K | 0.2% | 2026-Q2 |
| WT Wealth Management added | 24,536 | $649K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 24,516 | $648K | 0.2% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN trimmed | 22,973 | $652K | 0.2% | 2026-Q2 |
| Riverbend Wealth Management, LLC new | 22,338 | $591K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 21,092 | $558K | 0.2% | 2026-Q2 |
| Advisor Resource Council added | 20,615 | $558K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 19,060 | $504K | 0.2% | 2026-Q2 |
| WESTBOURNE INVESTMENTS, INC. trimmed | 18,409 | $487K | 0.2% | 2026-Q2 |
| Advisor OS, LLC new | 18,346 | $485K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 17,788 | $470K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,600 | $465K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 17,261 | $456K | 0.1% | 2026-Q2 |
| Elyxium Wealth, LLC new | 16,691 | $441K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 16,631 | $440K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 16,306 | $431K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 15,000 | $397K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 14,541 | $384K | 0.1% | 2026-Q2 |
| SMI Advisory Services, LLC trimmed | 13,840 | $375K | 0.1% | 2026-Q2 |
| Sharp Wealth Advisory, LLC added | 13,250 | $350K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 12,940 | $342K | 0.1% | 2026-Q2 |
| Interchange Capital Partners, LLC new | 12,736 | $337K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 12,680 | $335K | 0.1% | 2026-Q2 |
| Wallace Advisory Group, LLC trimmed | 11,649 | $308K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 10,900 | $288K | 0.1% | 2026-Q2 |
| Andina Capital Management, LLC new | 10,677 | $282K | 0.1% | 2026-Q2 |
| Symphony Financial, Ltd. Co. new | 10,616 | $281K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 10,102 | $267K | 0.1% | 2026-Q2 |
| RICHARDS, MERRILL & PETERSON, INC. trimmed | 9,900 | $262K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 9,442 | $250K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,197 | $243K | 0.1% | 2026-Q2 |
| K.J. Harrison & Partners Inc | 8,782 | $232K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 8,266 | $219K | 0.1% | 2026-Q2 |
| Castleview Partners, LLC added | 8,221 | $217K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 8,145 | $215K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. new | 7,909 | $209K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP | 7,600 | $201K | 0.1% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 5,980 | $158K | 0.1% | 2026-Q2 |
| Ares Financial Consulting, LLC added | 4,152 | $110K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 3,646 | $96K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 3,595 | $95K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,561 | $94K | 0.0% | 2026-Q2 |
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.