Who owns SIDU
Which tracked institutional funds hold SIDU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIDU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 SIDU is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 3 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
SIDU’s largest tracked holder by dollar value, BlackRock, 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 SIDU 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 110 tracked filers holding SIDU, 100 increased or opened the position and 25 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 SIDU 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 8
- VANGUARD PORTFOLIO MANAGEMENT LLC$6M
- CITADEL ADVISORS LLC$5M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Nuveen, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$732K
Full exits 3
- Penserra Capital Management LLC$842K
- Foundations Investment Advisors, LLC$626K
- SLT Holdings LLC$626K
Largest adds
- BlackRock, Inc.$21M
- STATE STREET CORP$4M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- NORTHERN TRUST CORP$1M
- GOLDMAN SACHS GROUP INC$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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,025,637 | $23M | 28.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,603,019 | $10M | 12.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,029,667 | $6M | 7.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,018,659 | $6M | 7.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,752,690 | $5M | 6.2% | 2026-Q2 |
| STATE STREET CORP added | 1,684,043 | $5M | 5.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 1,172,428 | $3M | 4.1% | 2026-Q2 |
| UBS Group AG added | 775,438 | $2M | 2.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 643,903 | $2M | 2.3% | 2026-Q2 |
| Nuveen, LLC new | 619,480 | $2M | 2.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 613,198 | $2M | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 593,404 | $2M | 2.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 565,057 | $2M | 2.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 445,023 | $1M | 1.6% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 373,756 | $1M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 260,546 | $732K | 0.9% | 2026-Q2 |
| Legacy Capital Group California, Inc. new | 235,392 | $661K | 0.8% | 2026-Q2 |
| AlphaCentric Advisors LLC | 200,000 | $562K | 0.7% | 2026-Q2 |
| XTX Topco Ltd trimmed | 198,974 | $559K | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp new | 173,386 | $487K | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 144,564 | $406K | 0.5% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 141,143 | $397K | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 137,040 | $318K | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 132,294 | $372K | 0.5% | 2026-Q2 |
| IMC-Chicago, LLC new | 101,040 | $284K | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 100,316 | $282K | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 94,726 | $266K | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 88,206 | $248K | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 82,064 | $231K | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 67,631 | $191K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 65,966 | $185K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 62,170 | $175K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 53,269 | $150K | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC new | 51,853 | $146K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC new | 51,633 | $145K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 46,500 | $131K | 0.2% | 2026-Q2 |
| Invesco Ltd. new | 44,778 | $126K | 0.2% | 2026-Q2 |
| SABBY MANAGEMENT, LLC added | 43,377 | $122K | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 42,793 | $120K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 39,200 | $110K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 39,179 | $110K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 37,327 | $105K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 34,166 | $98K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 31,891 | $90K | 0.1% | 2026-Q2 |
| nVerses Capital, LLC new | 27,840 | $78K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 26,202 | $74K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC added | 25,300 | $71K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 24,307 | $68K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 22,512 | $63K | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC new | 21,841 | $61K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 21,594 | $61K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 21,137 | $46K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 20,000 | $56K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 17,027 | $48K | 0.1% | 2026-Q2 |
| STRS OHIO new | 16,200 | $46K | 0.1% | 2026-Q2 |
| PFG Investments, LLC new | 16,000 | $45K | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC new | 15,417 | $43K | 0.1% | 2026-Q2 |
| PEAK6 LLC new | 15,002 | $42K | 0.1% | 2026-Q2 |
| Trivium Point Advisory, LLC new | 15,000 | $42K | 0.1% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 14,750 | $41K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 14,302 | $40K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 14,000 | $39K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 12,500 | $35K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC new | 12,435 | $35K | 0.0% | 2026-Q2 |
| Weinberger Asset Management, Inc new | 12,183 | $21K | 0.0% | 2026-Q2 |
| Resurgent Financial Advisors LLC | 12,000 | $34K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 11,558 | $32K | 0.0% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. new | 11,363 | $32K | 0.0% | 2026-Q2 |
| Valeo Financial Advisors, LLC new | 11,220 | $32K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 11,205 | $31K | 0.0% | 2026-Q2 |
| State of Wyoming new | 11,182 | $31K | 0.0% | 2026-Q2 |
| Elequin Capital, LP added | 11,093 | $31K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 11,029 | $31K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC new | 10,790 | $30K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC new | 10,000 | $28K | 0.0% | 2026-Q2 |
| Sovereign Financial Group, Inc. | 10,000 | $28K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 7,983 | $22K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 7,479 | $21K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 6,590 | $19K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 5,463 | $14K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 5,325 | $15K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 5,100 | $14K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 4,913 | $14K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 4,555 | $13K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 4,314 | $12K | 0.0% | 2026-Q2 |
| Grove Bank & Trust new | 3,000 | $8K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 2,775 | $8K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,419 | $7K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,814 | $5K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 1,650 | $5K | 0.0% | 2026-Q2 |
| NFSG Corp new | 1,500 | $4K | 0.0% | 2026-Q2 |
| Quaker Wealth Management, LLC new | 1,200 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 1,135 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,000 | $3K | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 1,000 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,000 | $3K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 1,000 | $3K | 0.0% | 2026-Q2 |
| Vermillion Wealth Management, Inc. new | 800 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 600 | $2K | 0.0% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP new | 0 | $140K | 0.2% | 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.