Who owns SDSI
Which tracked institutional funds hold SDSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SDSI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 SDSI is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 4 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
SDSI’s largest tracked holder by dollar value, AMERICAN CENTURY COMPANIES INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SDSI 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 41 tracked filers holding SDSI, 28 increased or opened the position and 16 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 SDSI 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 2
- Networth Advisors, LLC$4M
- REDW Wealth LLC$511K
Full exits 2
- HighTower Advisors, LLC$6M
- Cambridge Investment Research Advisors, Inc.$695K
Largest adds
- Legacy Financial Strategies, LLC$17M
- AMERICAN CENTURY COMPANIES INC$9M
- RAYMOND JAMES FINANCIAL INC$4M
- Nova Wealth Management, Inc.$2M
- Round Rock Advisors LLC$2M
- AE Wealth Management LLC$2M
Largest trims
- OSAIC HOLDINGS, INC.$1M
- Farther Finance Advisors, LLC$698K
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC added | 1,645,494 | $84M | 45.4% | 2026-Q2 |
| Legacy Financial Strategies, LLC added | 330,104 | $17M | 9.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 326,523 | $17M | 9.0% | 2026-Q2 |
| Round Rock Advisors LLC added | 324,038 | $17M | 8.9% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 113,854 | $6M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 92,083 | $5M | 2.5% | 2026-Q2 |
| Networth Advisors, LLC new | 74,529 | $4M | 2.1% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 65,882 | $3M | 1.8% | 2026-Q2 |
| IFP Advisors, Inc added | 63,809 | $3M | 1.8% | 2026-Q2 |
| Clearview Wealth Management LLC trimmed | 52,155 | $3M | 1.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 47,278 | $2M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 45,448 | $2M | 1.3% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 36,247 | $2M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC added | 35,240 | $2M | 1.0% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 31,412 | $2M | 0.9% | 2026-Q2 |
| Investment Advisory Group, LLC | 29,000 | $1M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 24,486 | $1M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 20,010 | $1M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 16,739 | $860K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 16,581 | $851K | 0.5% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 13,750 | $706K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 10,157 | $522K | 0.3% | 2026-Q2 |
| REDW Wealth LLC new | 9,949 | $511K | 0.3% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 9,103 | $467K | 0.3% | 2026-Q2 |
| Tandem Financial, LLC added | 7,644 | $393K | 0.2% | 2026-Q2 |
| Peak Planning Group, LLC trimmed | 7,449 | $382K | 0.2% | 2026-Q2 |
| Weaver Consulting Group trimmed | 7,316 | $376K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,833 | $300K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 5,402 | $277K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 5,350 | $275K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 5,000 | $257K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,434 | $228K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,467 | $127K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 2,228 | $114K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 587 | $30K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. new | 418 | $21K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 200 | $10K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 120 | $6K | 0.0% | 2026-Q2 |
| JNBA Financial Advisors added | 107 | $5K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 106 | $5K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 91 | $5K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 109,939 | $6M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,545 | $695K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC added | 7,529 | $386K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC | 5,692 | $292K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 14 | $718 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC new | 1,741 | $90K | 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.