Who owns SDOG
Which tracked institutional funds hold SDOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SDOG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
19 tracked funds added or opened SDOG while 7 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
SDOG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 SDOG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SDOG 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 161 tracked filers holding SDOG, 67 increased or opened the position and 78 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 SDOG 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
- Capstone Wealth Management Group, Inc.$670K
Full exits 5
- Janney Montgomery Scott LLC$6M
- Cambridge Investment Research Advisors, Inc.$1M
- HighTower Advisors, LLC$1M
- Capstone Wealth Management Group LLC$639K
- Thrivent Financial for Lutherans$554K
Largest adds
- GOLDMAN SACHS GROUP INC$5M
- MORGAN STANLEY$3M
- BANK OF AMERICA CORP /DE/$3M
- LPL Financial LLC$3M
- RAYMOND JAMES FINANCIAL INC$1M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- Del-Sette Capital Management, LLC$11M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,669,171 | $114M | 25.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,044,484 | $71M | 16.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 620,757 | $42M | 9.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 324,450 | $22M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 301,972 | $21M | 4.6% | 2026-Q2 |
| UBS Group AG trimmed | 271,571 | $19M | 4.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 189,116 | $13M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 156,619 | $11M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 138,549 | $9M | 2.1% | 2026-Q2 |
| Del-Sette Capital Management, LLC trimmed | 108,553 | $7M | 1.7% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 94,096 | $6M | 1.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 72,999 | $5M | 1.1% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 70,129 | $5M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 64,665 | $4M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 63,271 | $4M | 1.0% | 2026-Q2 |
| IFP Advisors, Inc added | 61,107 | $4M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 51,633 | $4M | 0.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 50,062 | $3M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 47,782 | $3M | 0.7% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 46,505 | $3M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 45,521 | $3M | 0.7% | 2026-Q2 |
| JPL Wealth Management, LLC trimmed | 44,643 | $3M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 43,185 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,570 | $3M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 38,773 | $3M | 0.6% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 37,026 | $3M | 0.6% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 35,174 | $2M | 0.5% | 2026-Q2 |
| TMB Capital Partners, LLC trimmed | 33,031 | $2M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 30,644 | $2M | 0.5% | 2026-Q2 |
| Sage Capital Management, LLC trimmed | 28,381 | $2M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 25,543 | $2M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 25,535 | $2M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 25,499 | $2M | 0.4% | 2026-Q2 |
| &PARTNERS trimmed | 23,808 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 23,549 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,130 | $2M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 21,211 | $1M | 0.3% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 18,849 | $1M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 18,449 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,848 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,650 | $1M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 16,798 | $1M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. | 15,585 | $1M | 0.2% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC added | 15,225 | $1M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 14,860 | $1M | 0.2% | 2026-Q2 |
| FMR LLC added | 14,309 | $976K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 13,435 | $943K | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 12,856 | $877K | 0.2% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 12,706 | $867K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 12,621 | $861K | 0.2% | 2026-Q2 |
| BKM Wealth Management, LLC trimmed | 11,455 | $781K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 10,938 | $746K | 0.2% | 2026-Q2 |
| Capstone Wealth Management Group, Inc. new | 9,825 | $670K | 0.2% | 2026-Q2 |
| Creative Planning added | 9,716 | $663K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 9,326 | $626K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,213 | $629K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 8,332 | $568K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 8,302 | $566K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 8,282 | $565K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors | 8,272 | $564K | 0.1% | 2026-Q2 |
| Wealthcare Capital Partners, LLC | 8,272 | $564K | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 8,180 | $558K | 0.1% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 8,089 | $585K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 7,660 | $523K | 0.1% | 2026-Q2 |
| Keystone Financial Group | 7,632 | $521K | 0.1% | 2026-Q2 |
| Parvin Asset Management, LLC | 7,521 | $513K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 7,378 | $503K | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 7,363 | $502K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 7,262 | $495K | 0.1% | 2026-Q2 |
| CATHY PARETO & ASSOCIATES, INC added | 7,214 | $492K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 7,090 | $484K | 0.1% | 2026-Q2 |
| Pinnacle Bancorp, Inc. | 6,700 | $457K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 6,665 | $455K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,281 | $428K | 0.1% | 2026-Q2 |
| Allied Private Wealth LLC new | 5,974 | $414K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 5,601 | $382K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,349 | $386K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 5,349 | $386K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC | 5,333 | $364K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 5,308 | $362K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 5,271 | $360K | 0.1% | 2026-Q2 |
| Commonwealth Financial Services, LLC | 5,170 | $353K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 5,152 | $351K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 5,049 | $344K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC | 4,828 | $329K | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. | 4,712 | $321K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 4,691 | $320K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. | 4,655 | $318K | 0.1% | 2026-Q2 |
| Hudock, Inc. | 4,285 | $292K | 0.1% | 2026-Q2 |
| Tyche Wealth Partners LLC | 4,225 | $288K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 4,165 | $284K | 0.1% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 4,062 | $277K | 0.1% | 2026-Q2 |
| MKT Advisors LLC | 3,925 | $275K | 0.1% | 2026-Q2 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3,829 | $261K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 3,753 | $257K | 0.1% | 2026-Q2 |
| Aspen Grove Capital, LLC | 3,750 | $256K | 0.1% | 2026-Q2 |
| Connecticut Wealth Management, LLC | 3,650 | $249K | 0.1% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP new | 3,630 | $248K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 3,490 | $238K | 0.1% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 3,434 | $234K | 0.1% | 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.