96 tracked 13F filers disclose a position in SDG as of the latest SEC 13F filings, a combined $61.0M 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 | CWM, LLC | $18.3M | 218K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $3.9M | 47K | ▼−5.9% Reduced · −3K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $3.3M | 39K | ▲+22% Added · +7K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.1M | 25K | ▼−2.1% Reduced · −544 sh | Q1 2026 | |
| 5 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $1.9M | 21K | —Held | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $1.7M | 20K | ▲+105% Added · +10K sh | Q1 2026 | |
| 7 | ASPIRIANT, LLC | $1.4M | 16K | ▼−2.9% Reduced · −479 sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $1.2M | 14K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $1.1M | 13K | —Held | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 13K | ▼−3.5% Reduced · −459 sh | Q2 2026 | |
| 11 | UBS Group AG | $940K | 11K | ▼−3.0% Reduced · −341 sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $938K | 11K | ▼−1.4% Reduced · −160 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $898K | 11K | ▼−7.0% Reduced · −803 sh | Q1 2026 | |
| 14 | Brio Consultants, LLC | $858K | 10K | ▲+1.2% Added · +111 sh | Q2 2026 | |
| 15 | Beacon Bank & Trust | $842K | 9K | ▼−1.7% Reduced · −163 sh | Q2 2026 | |
| 16 | Tolleson Wealth Management, Inc. | $803K | 9K | —Held | Q2 2026 | |
| 17 | Larson Financial Group LLC | $743K | 9K | ▲+11% Added · +847 sh | Q1 2026 | |
| 18 | Vontobel Holding Ltd. | $739K | 8K | ▼−1.5% Reduced · −128 sh | Q2 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $683K | 8K | ▼−6.3% Reduced · −547 sh | Q1 2026 | |
| 20 | REGATTA CAPITAL GROUP, LLC | $708K | 8K | ▲+2.3% Added · +179 sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $662K | 8K | ▼−1.1% Reduced · −89 sh | Q1 2026 | |
| 22 | Weil Company, Inc. | $678K | 8K | ▼−7.0% Reduced · −575 sh | Q2 2026 | |
| 23 | CITIGROUP INC | $624K | 7K | ▼−2.3% Reduced · −178 sh | Q1 2026 | |
| 24 | Investment Research Partners LLC | $626K | 7K | ▼−4.6% Reduced · −336 sh | Q2 2026 | |
| 25 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $583K | 7K | ▼−0.3% Reduced · −21 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, 8 funds opened a new position in SDG and 10 added to an existing one, while 14 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 | 44 funds | $49.0B |
| APPLE INCAAPL | 44 funds | $38.0B |
| MICROSOFT CORPMSFT | 44 funds | $33.0B |
| AMAZON.COM INCAMZN | 43 funds | $21.6B |
| ALPHABET INC-CL AGOOGL | 43 funds | $18.5B |
| ALPHABET INC-CL CGOOG | 43 funds | $13.6B |
| JPMORGAN CHASE & COJPM | 43 funds | $7.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 43 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $2.1B |
| HOME DEPOT INCHD | 42 funds | $3.9B |
| INTL BUSINESS MACHINES CORPIBM | 42 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $10.5B |
Ranked by how many of SDG's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for SDG
This stock 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/SDG/capital-change-brief"
Use Arkolith's capital_change_brief for SDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.