Among active 13F managers last quarter, 17 opened and 23 added, while 12 reduced; the largest holder to move was 3EDGE Asset Management, LP (+5.1%).
109 tracked 13F filers disclose a position in SDCI as of the latest SEC 13F filings, a combined $260.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 3EDGE Asset Management, LP | 2.3M | $61.8M | ▲+5.1% Added · +114K sh | Q2 2026 | |
| 2 | Proficio Capital Partners LLC | 810K | $21.4M | ▲+80% Added · +360K sh | Q2 2026 | |
| 3 | Orion Porfolio Solutions, LLC | 620K | $16.4M | ▼−0.5% Reduced · −3K sh | Q2 2026 | |
| 4 | Maltin Wealth Management, Inc. | 442K | $11.7M | ▲+3.1% Added · +13K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 400K | $10.9M | ▲+54% Added · +140K sh | Q1 2026 | |
| 6 | Peak Financial Management, Inc. | 381K | $10.1M | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 365K | $10.0M | ▲+17% Added · +53K sh | Q1 2026 | |
| 8 | Morgan Stanley | 334K | $9.1M | ▲69× Added · +329K sh | Q1 2026 | |
| 9 | ABLE Financial Group, LLC | 236K | $6.2M | ▲+7.4% Added · +16K sh | Q2 2026 | |
| 10 | Empirical Asset Management, LLC | 206K | $5.5M | ▼−42% Reduced · −150K sh | Q2 2026 | |
| 11 | Stratos Investment Management, LLC | 194K | $5.1M | ▲+107% Added · +100K sh | Q2 2026 | |
| 12 | Midwest Professional Planners, LTD. | 167K | $4.4M | ▲+11% Added · +17K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 152K | $4.0M | ▲+60% Added · +57K sh | Q2 2026 | |
| 14 | BKM Wealth Management, LLC | 139K | $3.7M | ▼−20% Reduced · −34K sh | Q2 2026 | |
| 15 | WESCAP Management Group, Inc. | 136K | $3.6M | ▼−20% Reduced · −34K sh | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 120K | $3.3M | ▲+20% Added · +20K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | 119K | $3.2M | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 18 | Mariner, LLC | 113K | $3.1M | ▲New +113K sh | Q1 2026 | |
| 19 | Wbi Investments, LLC | 110K | $2.9M | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 20 | &Partners | 105K | $2.8M | ▲+6.9% Added · +7K sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 102K | $2.8M | ▼−0.3% Reduced · −300 sh | Q1 2026 | |
| 22 | Cambria Investment Management, L.P. | 102K | $2.7M | ▲+3.8% Added · +4K sh | Q2 2026 | |
| 23 | Matauro, LLC | 102K | $2.7M | ▲New +102K sh | Q2 2026 | |
| 24 | Focus Financial Network, Inc. | 93K | $2.5M | ▲+0.4% Added · +377 sh | Q1 2026 | |
| 25 | TRUE Private Wealth Advisors | 89K | $2.3M | ▲+5.9% 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, 17 funds opened a new position in SDCI and 23 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 57 funds | $8.9B |
| Apple IncAAPL | 57 funds | $8.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 56 funds | $2.4B |
| Microsoft CorpMSFT | 55 funds | $4.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 55 funds | $1.9B |
| Amazon.com IncAMZN | 54 funds | $5.3B |
| Alphabet Inc-CL AGOOGL | 53 funds | $3.4B |
| Eli Lilly & CoLLY | 53 funds | $2.3B |
| Micron Technology IncMU | 53 funds | $1.6B |
| Johnson & JohnsonJNJ | 53 funds | $1.3B |
| Broadcom IncAVGO | 52 funds | $3.2B |
| Vanguard S&P 500 ETFVOO | 52 funds | $3.1B |
Ranked by how many of SDCI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SDCI.
| Class | 13F holders | Value held |
|---|---|---|
| SDCIthis pagemc | 109 funds | $260.1M |
| UMIcommon | 42 funds | $408.9M |
| USGGOLD STRATEGY | 10 funds | $2.7M |
| 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.