14 tracked 13F filers disclose a position in SDFI as of the latest SEC 13F filings, a combined $157.5M 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 | ALLIANCEBERNSTEIN L.P. | $144.2M | 4.0M | ▲+12% Added · +420K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $8.6M | 241K | ▼−5.4% Reduced · −14K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $1.1M | 32K | ▲+139% Added · +19K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $1.0M | 29K | ▲~0% Added · +14 sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $572K | 16K | ▼−78% Reduced · −58K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $463K | 13K | ▲+9.0% Added · +1K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $396K | 11K | ▼−3.4% Reduced · −389 sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $306K | 9K | ▲New +9K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $271K | 8K | ▲+33% Added · +2K sh | Q2 2026 | |
| 10 | Gateway Wealth Partners, LLC | $229K | 6K | ▲New +6K sh | Q1 2026 | |
| 11 | Wagner Wealth Management, LLC | $140K | 4K | ▲+20% Added · +646 sh | Q2 2026 | |
| 12 | UBS Group AG | $131K | 4K | ▲14× Added · +3K sh | Q1 2026 | |
| 13 | AMERIFLEX GROUP, INC. | $5K | 141 | —Held | Q1 2026 | |
| 14 | FMR LLC | $667 | 19 | —Held | 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, 0 funds opened a new position in SDFI and 2 added to an existing one, while 0 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 | 4 funds | $4.0B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $3.4B |
| APPLE INCAAPL | 4 funds | $2.4B |
| AMAZON.COM INCAMZN | 4 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 4 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 4 funds | $1.6B |
| MICROSOFT CORPMSFT | 4 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.5B |
| BROADCOM INCAVGO | 4 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.1B |
| PARKER HANNIFIN CORPPH | 4 funds | $997.4M |
Ranked by how many of SDFI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SDFI/capital-change-brief"
Use Arkolith's capital_change_brief for SDFI. 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 SDFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.