39 tracked 13F filers disclose a position in SDSI as of the latest SEC 13F filings, a combined $171.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $75.7M | 1.5M | ▲+7.9% Added · +108K sh | Q1 2026 | |
| 2 | Legacy Financial Strategies, LLC | $17.0M | 330K | ▲70× Added · +325K sh | Q2 2026 | |
| 3 | Round Rock Advisors LLC | $16.6M | 324K | ▲+13% Added · +37K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $12.3M | 240K | ▲+389% Added · +191K sh | Q1 2026 | |
| 5 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $5.8M | 114K | ▲+40% Added · +32K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $5.6M | 110K | ▼−27% Reduced · −41K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 97K | ▲+4.9% Added · +5K sh | Q1 2026 | |
| 8 | Networth Advisors, LLC | $3.8M | 75K | ▲New +75K sh | Q2 2026 | |
| 9 | Nova Wealth Management, Inc. | $3.4M | 66K | ▲+256% Added · +47K sh | Q2 2026 | |
| 10 | IFP Advisors, Inc | $3.3M | 64K | ▲+8.3% Added · +5K sh | Q2 2026 | |
| 11 | Clearview Wealth Management LLC | $2.7M | 52K | ▼−4.5% Reduced · −2K sh | Q2 2026 | |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 47K | ▲+229% Added · +33K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $2.3M | 45K | ▲+144% Added · +27K sh | Q1 2026 | |
| 14 | Core Wealth Advisors, Inc. | $1.9M | 36K | ▲+28% Added · +8K sh | Q2 2026 | |
| 15 | Joseph P. Lucia & Associates, LLC | $1.6M | 31K | ▲+19% Added · +5K sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.5M | 30K | ▼−14% Reduced · −5K sh | Q1 2026 | |
| 17 | Investment Advisory Group, LLC | $1.5M | 29K | —Held | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | $1.3M | 25K | ▲+28% Added · +5K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.1M | 21K | ▼−51% Reduced · −22K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $997K | 19K | ▲New +19K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $851K | 17K | ▲+52% Added · +6K sh | Q2 2026 | |
| 22 | Medallion Wealth Advisors, LLC | $706K | 14K | ▼−2.8% Reduced · −400 sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | $522K | 10K | ▼−9.8% Reduced · −1K sh | Q2 2026 | |
| 24 | REDW Wealth LLC | $511K | 10K | ▲New +10K sh | Q2 2026 | |
| 25 | Beacon Financial Advisory LLC | $467K | 9K | ▲+103% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in SDSI and 6 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $14.8B |
| APPLE INCAAPL | 17 funds | $8.9B |
| MICROSOFT CORPMSFT | 17 funds | $7.5B |
| AMAZON.COM INCAMZN | 17 funds | $7.2B |
| BROADCOM INCAVGO | 17 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $4.1B |
| TESLA INCTSLA | 17 funds | $3.5B |
| ELI LILLY & COLLY | 17 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $1.1B |
| ADVANCED MICRO DEVICESAMD | 17 funds | $361.8M |
| INTL BUSINESS MACHINES CORPIBM | 17 funds | $302.9M |
Ranked by how many of SDSI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SDSI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SDSI/capital-change-brief"
Use Arkolith's capital_change_brief for SDSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SDSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.