Who owns SDOG (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-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 SDOG is one-sided between 2025-Q4 and 2026-Q1: 23 added or opened and 7 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
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 2025-Q4 and 2026-Q1, across 165 tracked filers holding SDOG, 80 increased or opened the position and 55 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 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 3
- AQR CAPITAL MANAGEMENT LLC$3M
- Strategic Financial Concepts, LLC$540K
- Arkadios Wealth Advisors$538K
Full exits 1
- Paller Financial Services Inc$3M
Largest adds
- Del-Sette Capital Management, LLC$15M
- MORGAN STANLEY$5M
- Integrated Wealth Concepts LLC$3M
- Sanctuary Advisors, LLC$2M
- AMERIPRISE FINANCIAL INC$2M
- WELLS FARGO & COMPANY/MN$2M
Largest trims
- GOLDMAN SACHS GROUP INC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- BANK OF AMERICA CORP /DE/$1M
- NewEdge Advisors, LLC$1M
- Investors Research Corp$623K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,706,668 | $111M | 25.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,048,826 | $68M | 15.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 635,674 | $41M | 9.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 317,622 | $21M | 4.7% | 2026-Q1 |
| Del-Sette Capital Management, LLC added | 281,064 | $18M | 4.1% | 2026-Q1 |
| UBS Group AG added | 279,015 | $18M | 4.1% | 2026-Q1 |
| LPL Financial LLC added | 276,696 | $18M | 4.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 191,750 | $12M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 155,649 | $10M | 2.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 99,323 | $6M | 1.5% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 92,838 | $6M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 75,732 | $5M | 1.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 72,947 | $5M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 64,714 | $4M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 61,134 | $4M | 0.9% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 58,789 | $4M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 52,005 | $3M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 48,267 | $3M | 0.7% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 47,135 | $3M | 0.7% | 2026-Q1 |
| JPL Wealth Management, LLC trimmed | 45,732 | $3M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 45,210 | $3M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 44,222 | $3M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 40,790 | $3M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 39,750 | $3M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 38,773 | $3M | 0.6% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 37,238 | $2M | 0.5% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 35,647 | $2M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 35,598 | $2M | 0.5% | 2026-Q1 |
| TMB Capital Partners, LLC added | 33,152 | $2M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 32,301 | $2M | 0.5% | 2026-Q1 |
| Sage Capital Management, LLC added | 28,976 | $2M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 27,467 | $2M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 25,837 | $2M | 0.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 25,713 | $2M | 0.4% | 2026-Q1 |
| &PARTNERS added | 24,722 | $2M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,701 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,638 | $1M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 21,545 | $1M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 20,812 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 19,436 | $1M | 0.3% | 2026-Q1 |
| Cypress Wealth Services, LLC added | 18,728 | $1M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 18,283 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 16,584 | $1M | 0.2% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 16,166 | $1M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 15,585 | $1M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 15,360 | $999K | 0.2% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC trimmed | 14,648 | $953K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 14,101 | $917K | 0.2% | 2026-Q1 |
| FMR LLC added | 13,788 | $897K | 0.2% | 2026-Q1 |
| Madden Advisory Services, Inc. trimmed | 12,920 | $840K | 0.2% | 2026-Q1 |
| BKM Wealth Management, LLC | 12,086 | $786K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,847 | $705K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 10,557 | $687K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 9,847 | $640K | 0.1% | 2026-Q1 |
| Capstone Wealth Management Group LLC | 9,825 | $639K | 0.1% | 2026-Q1 |
| Creative Planning added | 8,863 | $576K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 8,688 | $565K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 8,524 | $554K | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 8,303 | $540K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 8,272 | $538K | 0.1% | 2026-Q1 |
| Wealthcare Capital Partners, LLC | 8,272 | $538K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 8,182 | $532K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 8,114 | $528K | 0.1% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 8,019 | $525K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 7,636 | $497K | 0.1% | 2026-Q1 |
| Keystone Financial Group trimmed | 7,632 | $497K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 7,603 | $494K | 0.1% | 2026-Q1 |
| Parvin Asset Management, LLC | 7,521 | $489K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 7,379 | $480K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 7,246 | $471K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 7,064 | $459K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,980 | $454K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 6,954 | $452K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 6,913 | $450K | 0.1% | 2026-Q1 |
| Pinnacle Bancorp, Inc. | 6,700 | $436K | 0.1% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC added | 6,645 | $432K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 5,482 | $357K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 5,349 | $353K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 5,333 | $347K | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 5,333 | $347K | 0.1% | 2026-Q1 |
| Commonwealth Financial Services, LLC | 5,170 | $336K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,152 | $335K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 5,051 | $329K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 5,021 | $327K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 4,962 | $323K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 4,877 | $317K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 4,828 | $314K | 0.1% | 2026-Q1 |
| Convergence Financial, LLC | 4,794 | $312K | 0.1% | 2026-Q1 |
| Dana Investment Advisors, Inc. | 4,712 | $306K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. | 4,655 | $303K | 0.1% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 4,595 | $299K | 0.1% | 2026-Q1 |
| Paller Financial Services Inc new | 43,815 | $3M | 0.6% | 2025-Q4 stale |
| Great Diamond Partners, LLC trimmed | 17,700 | $1M | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 15,562 | $913K | 0.2% | 2025-Q2 stale |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 11,634 | $676K | 0.2% | 2025-Q1 stale |
| COMERICA BANK added | 6,978 | $422K | 0.1% | 2025-Q4 stale |
| Virtus Wealth Solutions LLC added | 6,302 | $381K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 6,017 | $364K | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC | 5,282 | $333K | 0.1% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC | 5,263 | $317K | 0.1% | 2025-Q3 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.