45 tracked 13F filers disclose a position in SDHY as of the latest SEC 13F filings, a combined $164.0M 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 | 1607 Capital Partners, LLC | $27.5M | 1.7M | —Held | Q1 2026 | |
| 2 | MORGAN STANLEY | $22.1M | 1.4M | ▼−0.9% Reduced · −13K sh | Q1 2026 | |
| 3 | Atlas Wealth LLC | $18.5M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 4 | Focus Partners Wealth | $13.0M | 809K | ▲+0.1% Added · +528 sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $9.9M | 615K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $9.5M | 594K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 7 | UBS Group AG | $8.7M | 543K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 8 | Pathstone Holdings, LLC | $8.3M | 519K | ▼−37% Reduced · −307K sh | Q1 2026 | |
| 9 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $7.4M | 452K | ▼−17% Reduced · −94K sh | Q2 2026 | |
| 10 | Advisors Asset Management, Inc. | $6.7M | 421K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $3.7M | 233K | ▲+11% Added · +23K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.2M | 201K | ▲+25% Added · +40K sh | Q1 2026 | |
| 13 | Almitas Capital LLC | $2.9M | 179K | ▲+608% Added · +154K sh | Q1 2026 | |
| 14 | RIVERBRIDGE PARTNERS LLC | $2.7M | 165K | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 163K | ▼−58% Reduced · −228K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $2.0M | 125K | ▲+5.5% Added · +7K sh | Q1 2026 | |
| 17 | Apollon Financial, LLC | $1.9M | 114K | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 18 | Closed-End Fund Advisors, Inc. | $1.6M | 97K | ▼−8.6% Reduced · −9K sh | Q2 2026 | |
| 19 | Carnegie Investment Counsel | $1.5M | 91K | —Held | Q2 2026 | |
| 20 | Secure Asset Management, LLC | $1.5M | 90K | —Held | Q2 2026 | |
| 21 | Aviance Capital Partners, LLC | $1.4M | 83K | ▲+12% Added · +9K sh | Q2 2026 | |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $1.2M | 77K | ▲+0.3% Added · +194 sh | Q1 2026 | |
| 23 | OPPENHEIMER & CO INC | $965K | 59K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 24 | Shaker Financial Services, LLC | $900K | 55K | ▲+19% Added · +9K sh | Q2 2026 | |
| 25 | Logan Stone Capital, LLC | $680K | 42K | ▲+19% Added · +7K 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, 1 fund opened a new position in SDHY and 12 added to an existing one, while 5 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 18 funds | $2.6B |
| NVIDIA CORPNVDA | 17 funds | $3.9B |
| APPLE INCAAPL | 17 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $728.4M |
| AMAZON.COM INCAMZN | 16 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 16 funds | $1.5B |
| WALMART INCWMT | 16 funds | $777.6M |
| VISA INC-CLASS A SHARESV | 16 funds | $761.9M |
| ELI LILLY & COLLY | 16 funds | $652.3M |
| JOHNSON & JOHNSONJNJ | 16 funds | $537.8M |
| COSTCO WHOLESALE CORPCOST | 16 funds | $528.2M |
Ranked by how many of SDHY's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for SDHY
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/SDHY/capital-change-brief"
Use Arkolith's capital_change_brief for SDHY. 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 SDHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.