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-Q1 13F filings (latest filed 2026-05-15). 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 SDHY is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 12 trimmed or exited — on balance reducing.
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, 1607 Capital Partners, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 58 tracked filers holding SDHY, 36 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 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.
Full exits 2
- RIVERNORTH CAPITAL MANAGEMENT, LLC$12M
- SEVEN MILE ADVISORY$4M
Largest adds
- Almitas Capital LLC$2M
- SIT INVESTMENT ASSOCIATES INC$758K
- RAYMOND JAMES FINANCIAL INC$568K
- LPL Financial LLC$282K
Largest trims
- Pathstone Holdings, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Thomas J. Herzfeld Advisors, Inc.$4M
- Shaker Financial Services, LLC$2M
- Carnegie Investment Counsel$1M
- MORGAN STANLEY$807K
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 |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,718,318 | $28M | 13.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,377,863 | $22M | 10.5% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 879,353 | $14M | 6.7% | 2026-Q1 |
| Focus Partners Wealth added | 809,338 | $13M | 6.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 615,485 | $10M | 4.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 593,591 | $10M | 4.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 545,958 | $9M | 4.2% | 2026-Q1 |
| UBS Group AG trimmed | 542,945 | $9M | 4.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 518,927 | $8M | 4.0% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 421,116 | $7M | 3.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 291,340 | $5M | 2.2% | 2026-Q1 |
| COHEN & STEERS, INC. added | 272,450 | $4M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 233,314 | $4M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 201,332 | $3M | 1.5% | 2026-Q1 |
| Almitas Capital LLC added | 178,921 | $3M | 1.4% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. added | 171,883 | $3M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 162,572 | $3M | 1.2% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 162,514 | $3M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 124,966 | $2M | 1.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 113,577 | $2M | 0.9% | 2026-Q1 |
| Apollon Financial, LLC added | 110,568 | $2M | 0.8% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 106,492 | $2M | 0.8% | 2026-Q1 |
| Carnegie Investment Counsel trimmed | 90,767 | $1M | 0.7% | 2026-Q1 |
| Secure Asset Management, LLC added | 90,072 | $1M | 0.7% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 77,238 | $1M | 0.6% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 74,267 | $1M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 57,663 | $924K | 0.4% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 46,295 | $742K | 0.4% | 2026-Q1 |
| QUANTIFY CHAOS ADVISORS, LLC added | 44,141 | $707K | 0.3% | 2026-Q1 |
| Logan Stone Capital, LLC added | 42,427 | $680K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 35,869 | $575K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 33,399 | $535K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 33,166 | $531K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 26,614 | $426K | 0.2% | 2026-Q1 |
| Catalina Capital Group, LLC | 25,367 | $406K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 24,717 | $396K | 0.2% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 23,000 | $368K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 21,666 | $347K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 21,315 | $341K | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 17,363 | $278K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 17,248 | $276K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 15,951 | $256K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 13,394 | $215K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 12,299 | $197K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 9,223 | $148K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 7,721 | $124K | 0.1% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 7,318 | $117K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 832 | $13K | 0.0% | 2026-Q1 |
| Y.D. More Investments Ltd new | 97 | $8K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 392 | $6K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 328 | $5K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 280 | $4K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC added | 252 | $4K | 0.0% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. | 196 | $3K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 137 | $2K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 95 | $2K | 0.0% | 2026-Q1 |
| CWM, LLC | 78 | $1K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 19 | $304 | 0.0% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 728,757 | $12M | 5.8% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 700,000 | $12M | 5.5% | 2025-Q4 stale |
| SEVEN MILE ADVISORY added | 229,858 | $4M | 1.8% | 2025-Q4 stale |
| AHL INVESTMENT MANAGEMENT, INC. trimmed | 120,618 | $2M | 1.0% | 2025-Q3 stale |
| Rareview Capital LLC added | 51,876 | $874K | 0.4% | 2025-Q3 stale |
| Avior Wealth Management, LLC added | 26,131 | $431K | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,937 | $377K | 0.2% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,552 | $338K | 0.2% | 2025-Q4 stale |
| Mariner, LLC trimmed | 18,560 | $305K | 0.1% | 2025-Q4 stale |
| NOVEM GROUP added | 17,423 | $287K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 15,483 | $255K | 0.1% | 2025-Q4 stale |
| Modera Wealth Management, LLC added | 13,624 | $229K | 0.1% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp trimmed | 10,776 | $180K | 0.1% | 2025-Q3 stale |
| MONETA GROUP INVESTMENT ADVISORS LLC new | 10,000 | $164K | 0.1% | 2025-Q4 stale |
| Pioneer Family Office, LLC new | 8,000 | $132K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 2,938 | $49K | 0.0% | 2025-Q2 stale |
| Geneos Wealth Management Inc. trimmed | 1,492 | $25K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 1,305 | $21K | 0.0% | 2025-Q4 stale |
| KERR FINANCIAL PLANNING Corp new | 1,204 | $20K | 0.0% | 2025-Q3 stale |
| CoreCap Advisors, LLC new | 1,000 | $16K | 0.0% | 2025-Q1 stale |
| COMERICA BANK trimmed | 844 | $14K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ added | 729 | $12K | 0.0% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) added | 730 | $12K | 0.0% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB new | 611 | $10K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 360 | $6K | 0.0% | 2025-Q1 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 90 | $1K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.