Who owns SDHY
Which tracked institutional funds hold SDHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SDHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
7 tracked funds added or opened SDHY while 10 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
SDHY’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SDHY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SDHY 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 53 tracked filers holding SDHY, 30 increased or opened the position and 29 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 SDHY 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 1
- Atlas Wealth LLC$18M
Full exits 4
- SIT INVESTMENT ASSOCIATES INC$14M
- COHEN & STEERS, INC.$4M
- HAZLETT, BURT & WATSON, INC.$3M
- Janney Montgomery Scott LLC$535K
Largest adds
- Almitas Capital LLC$3M
- MORGAN STANLEY$2M
- OSAIC HOLDINGS, INC.$1M
- Logan Stone Capital, LLC$880K
- Thomas J. Herzfeld Advisors, Inc.$445K
- ENVESTNET ASSET MANAGEMENT INC$327K
Largest trims
- 1607 Capital Partners, LLC$11M
- LPL Financial LLC$2M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1M
- Focus Partners Wealth$707K
- WELLS FARGO & COMPANY/MN$432K
- Pathstone Holdings, LLC$283K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,455,778 | $24M | 10.8% | 2026-Q2 |
| Atlas Wealth LLC new | 1,127,260 | $18M | 8.3% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 979,170 | $16M | 7.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 747,903 | $12M | 5.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 615,485 | $10M | 4.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 553,848 | $9M | 4.1% | 2026-Q2 |
| UBS Group AG trimmed | 540,342 | $9M | 4.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 489,956 | $8M | 3.6% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 452,098 | $7M | 3.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 426,232 | $7M | 3.2% | 2026-Q2 |
| Almitas Capital LLC added | 364,674 | $6M | 2.7% | 2026-Q2 |
| Invesco Ltd. added | 293,993 | $5M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 203,535 | $3M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 178,859 | $3M | 1.3% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC added | 164,714 | $3M | 1.2% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 138,168 | $2M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 123,531 | $2M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 115,980 | $2M | 0.9% | 2026-Q2 |
| Apollon Financial, LLC added | 113,628 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 106,066 | $2M | 0.8% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 97,293 | $2M | 0.7% | 2026-Q2 |
| Logan Stone Capital, LLC added | 95,166 | $2M | 0.7% | 2026-Q2 |
| Carnegie Investment Counsel | 90,767 | $1M | 0.7% | 2026-Q2 |
| Secure Asset Management, LLC | 90,072 | $1M | 0.7% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 83,169 | $1M | 0.6% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 70,900 | $1M | 0.5% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 58,866 | $965K | 0.4% | 2026-Q2 |
| Shaker Financial Services, LLC added | 54,881 | $900K | 0.4% | 2026-Q2 |
| QUANTIFY CHAOS ADVISORS, LLC added | 44,942 | $737K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 36,449 | $597K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 27,820 | $456K | 0.2% | 2026-Q2 |
| CHOREO, LLC added | 21,227 | $348K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 19,417 | $318K | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 17,212 | $282K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC added | 15,721 | $258K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 15,662 | $257K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 12,609 | $207K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 12,256 | $201K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 11,844 | $194K | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 6,060 | $99K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 5,280 | $87K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 4,224 | $69K | 0.0% | 2026-Q2 |
| Pioneer Family Office, LLC trimmed | 3,045 | $50K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. new | 1,642 | $27K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,580 | $26K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 589 | $10K | 0.0% | 2026-Q2 |
| Y.D. More Investments Ltd | 97 | $8K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 403 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 328 | $5K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 304 | $5K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 252 | $4K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC added | 223 | $4K | 0.0% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 196 | $3K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 879,353 | $14M | 6.4% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. added | 272,450 | $4M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. added | 171,883 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 33,399 | $535K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers added | 26,614 | $426K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Catalina Capital Group, LLC | 25,367 | $406K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC new | 23,000 | $368K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 21,315 | $341K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 17,248 | $276K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 9,223 | $148K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. new | 95 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 78 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 19 | $304 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 700,000 | $12M | 5.2% | 2025-Q4 stale (2 quarters behind) |
| SEVEN MILE ADVISORY added | 229,858 | $4M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,937 | $377K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,552 | $338K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC trimmed | 18,560 | $305K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 15,483 | $255K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MONETA GROUP INVESTMENT ADVISORS LLC new | 10,000 | $164K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 844 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 728,757 | $12M | 5.5% | 2025-Q3 stale (3 quarters behind) |
| AHL INVESTMENT MANAGEMENT, INC. trimmed | 120,618 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Rareview Capital LLC added | 51,876 | $874K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp trimmed | 10,776 | $180K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| KERR FINANCIAL PLANNING Corp new | 1,204 | $20K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Modera Wealth Management, LLC added | 13,624 | $229K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 2,938 | $49K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 1,492 | $25K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.