Among active 13F managers last quarter, 2 added and 2 reduced; the largest holder to move was AllianceBernstein L.P. (+12%).
15 tracked 13F filers disclose a position in SDFI as of the latest SEC 13F filings, a combined $157.9M 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 | AllianceBernstein L.P. | 4.0M | $144.2M | ▲+12% Added · +420K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 241K | $8.6M | ▼−5.4% Reduced · −14K sh | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 32K | $1.1M | ▲+139% Added · +19K sh | Q1 2026 | |
| 4 | Beto Financial Group, LLC | 24K | $865K | ▼−29% Reduced · −10K sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 20K | $697K | ▼−33% Reduced · −9K sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 16K | $572K | ▼−78% Reduced · −58K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 13K | $463K | ▲+9.0% Added · +1K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 11K | $396K | ▼−3.4% Reduced · −389 sh | Q1 2026 | |
| 9 | Susquehanna International Group, LLP | 9K | $306K | ▲New +9K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | 8K | $271K | ▲+33% Added · +2K sh | Q2 2026 | |
| 11 | Wagner Wealth Management, LLC | 4K | $140K | ▲+20% Added · +646 sh | Q2 2026 | |
| 12 | UBS Group AG | 4K | $131K | ▲14× Added · +3K sh | Q1 2026 | |
| 13 | Global Retirement Partners, LLC | 792 | $28K | ▲+2.3% Added · +18 sh | Q2 2026 | |
| 14 | Ameriflex Group, Inc. | 141 | $5K | —Held | Q2 2026 | |
| 15 | FMR LLC | 19 | $666 | —Held | 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, 2 funds added to an existing position in SDFI, while 2 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 | 5 funds | $20.9B |
| Ishares Core S&P 500 ETFIVV | 5 funds | $17.0B |
| Microsoft CorpMSFT | 5 funds | $16.9B |
| Amazon.com IncAMZN | 5 funds | $14.8B |
| Apple IncAAPL | 5 funds | $13.9B |
| Alphabet Inc-CL CGOOG | 5 funds | $13.0B |
| Broadcom IncAVGO | 5 funds | $9.8B |
| Meta Platforms Inc-Class AMETA | 5 funds | $9.0B |
| Visa Inc-Class A SharesV | 5 funds | $6.7B |
| Eli Lilly & CoLLY | 5 funds | $5.9B |
| Alphabet Inc-CL AGOOGL | 5 funds | $4.4B |
| Costco Wholesale CorpCOST | 5 funds | $2.9B |
Ranked by how many of SDFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SDFI.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 107 funds | $1.7B |
| TAFITAX AWARE SHRT | 94 funds | $1.0B |
| YEARULTRA SHORT INCM | 84 funds | $1.3B |
| SYFISHORT DURATION H | 84 funds | $723.2M |
| HYFIMF Closed and MF Open | 56 funds | $238.0M |
| ILOWMF Closed and MF Open | 53 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $564.0M |
| CAMMF Closed and MF Open | 43 funds | $976.0M |
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 SDFI
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.