96 tracked 13F filers disclose a position in SDCI as of the latest SEC 13F filings, a combined $233.4M 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 | 3EDGE Asset Management, LP | $61.8M | 2.3M | ▲+5.1% Added · +114K sh | Q2 2026 | |
| 2 | Orion Porfolio Solutions, LLC | $17.0M | 622K | ▲+3.6% Added · +22K sh | Q1 2026 | |
| 3 | Proficio Capital Partners LLC | $12.3M | 450K | ▲New +450K sh | Q1 2026 | |
| 4 | Maltin Wealth Management, Inc. | $11.7M | 442K | ▲+3.1% Added · +13K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $10.9M | 400K | ▲+54% Added · +140K sh | Q1 2026 | |
| 6 | Peak Financial Management, Inc. | $10.1M | 381K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $10.0M | 365K | ▲+17% Added · +53K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $9.1M | 334K | ▲69× Added · +329K sh | Q1 2026 | |
| 9 | ABLE Financial Group, LLC | $6.2M | 236K | ▲+7.4% Added · +16K sh | Q2 2026 | |
| 10 | Midwest Professional Planners, LTD. | $4.4M | 167K | ▲+11% Added · +17K sh | Q2 2026 | |
| 11 | BKM Wealth Management, LLC | $3.7M | 139K | ▼−20% Reduced · −34K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 120K | ▲+20% Added · +20K sh | Q1 2026 | |
| 13 | Atria Investments, Inc | $3.2M | 119K | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 14 | Mariner, LLC | $3.1M | 113K | ▲New +113K sh | Q1 2026 | |
| 15 | MILLINGTON SECURITIES, LLC | $3.0M | 108K | ▲New +108K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $2.8M | 102K | ▼−0.3% Reduced · −300 sh | Q1 2026 | |
| 17 | MATAURO, LLC | $2.7M | 102K | ▲New +102K sh | Q2 2026 | |
| 18 | Cambria Investment Management, L.P. | $2.7M | 98K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 19 | &PARTNERS | $2.7M | 98K | ▼−14% Reduced · −16K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $2.6M | 95K | ▲+13% Added · +11K sh | Q1 2026 | |
| 21 | Stratos Investment Management, LLC | $2.5M | 94K | ▲New +94K sh | Q1 2026 | |
| 22 | Focus Financial Network, Inc. | $2.5M | 93K | ▲+0.4% Added · +377 sh | Q1 2026 | |
| 23 | TRUE Private Wealth Advisors | $2.3M | 89K | ▲+5.9% Added · +5K sh | Q2 2026 | |
| 24 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $1.9M | 73K | ▲New +73K sh | Q2 2026 | |
| 25 | MATHER GROUP, LLC. | $1.7M | 62K | ▲New +62K sh | Q1 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, 18 funds opened a new position in SDCI and 20 added to an existing one, while 9 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 | 48 funds | $6.1B |
| APPLE INCAAPL | 48 funds | $5.8B |
| MICROSOFT CORPMSFT | 46 funds | $3.5B |
| AMAZON.COM INCAMZN | 46 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $1.2B |
| ISHARES CORE S&P 500 ETFIVV | 44 funds | $2.8B |
| VANGUARD S&P 500 ETFVOO | 44 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 44 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 44 funds | $1.3B |
| ELI LILLY & COLLY | 44 funds | $1.0B |
| JOHNSON & JOHNSONJNJ | 44 funds | $896.6M |
Ranked by how many of SDCI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SDCIthis pagemc | 96 funds | $233.4M |
| UMIcommon | 38 funds | $405.7M |
| USGGOLD STRATEGY | 10 funds | $2.4M |
| ZSCUSCF SUSTAINABLE | 3 funds | $840K |
| 90290T841SUSTAINABLE BAT | 2 funds | $1.3M |
| UDIDIVIDEND INC FD | 2 funds | $1.1M |
| 90290T874ENERGY COMMODITY | 1 funds | $712K |
| 90290T767OIL PLUS BITCOIN | 1 funds | $1K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SDCI
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/SDCI/capital-change-brief"
Use Arkolith's capital_change_brief for SDCI. 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 SDCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.