Among active 13F managers last quarter, 2 opened and 14 added, while 6 reduced; the largest holder to move was 1607 Capital Partners, LLC (−43%).
52 tracked 13F filers disclose a position in SDHY as of the latest SEC 13F filings, a combined $159.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.4M | $22.1M | ▼−0.9% Reduced · −13K sh | Q1 2026 | |
| 2 | Atlas Wealth LLC | 1.1M | $18.5M | ▲New +1.1M sh | Q2 2026 | |
| 3 | 1607 Capital Partners, LLC | 979K | $16.0M | ▼−43% Reduced · −739K sh | Q2 2026 | |
| 4 | Focus Partners Wealth | 809K | $13.0M | ▲+0.1% Added · +528 sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | 615K | $10.1M | —Held | Q2 2026 | |
| 6 | Wells Fargo & Company | 594K | $9.5M | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 7 | UBS Group AG | 543K | $8.7M | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 8 | Pathstone Holdings, LLC | 490K | $8.0M | ▼−5.6% Reduced · −29K sh | Q2 2026 | |
| 9 | City Of London Investment Management Co Ltd | 452K | $7.4M | ▼−17% Reduced · −94K sh | Q2 2026 | |
| 10 | Advisors Asset Management, Inc. | 426K | $7.0M | ▲+1.2% Added · +5K sh | Q2 2026 | |
| 11 | Almitas Capital LLC | 365K | $6.0M | ▲+104% Added · +186K sh | Q2 2026 | |
| 12 | LPL Financial LLC | 233K | $3.7M | ▲+11% Added · +23K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 201K | $3.2M | ▲+25% Added · +40K sh | Q1 2026 | |
| 14 | Riverbridge Partners LLC | 165K | $2.7M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 15 | Envestnet Asset Management Inc | 163K | $2.6M | ▼−58% Reduced · −228K sh | Q1 2026 | |
| 16 | Thomas J. Herzfeld Advisors, Inc. | 138K | $2.3M | ▲+22% Added · +25K sh | Q2 2026 | |
| 17 | Royal Bank Of Canada | 125K | $2.0M | ▲+5.5% Added · +7K sh | Q1 2026 | |
| 18 | Apollon Financial, LLC | 114K | $1.9M | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 19 | Closed-End Fund Advisors, Inc. | 97K | $1.6M | ▼−8.6% Reduced · −9K sh | Q2 2026 | |
| 20 | Logan Stone Capital, LLC | 95K | $1.6M | ▲+124% Added · +53K sh | Q2 2026 | |
| 21 | Carnegie Investment Counsel | 91K | $1.5M | —Held | Q2 2026 | |
| 22 | Secure Asset Management, LLC | 90K | $1.5M | —Held | Q2 2026 | |
| 23 | Aviance Capital Partners, LLC | 83K | $1.4M | ▲+12% Added · +9K sh | Q2 2026 | |
| 24 | Evolve Private Wealth, LLC | 71K | $1.2M | ▼−8.2% Reduced · −6K sh | Q2 2026 | |
| 25 | Oppenheimer & Co Inc | 59K | $965K | ▲+2.1% Added · +1K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in SDHY and 14 added to an existing one, while 6 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 |
|---|---|---|
| Microsoft CorpMSFT | 21 funds | $3.8B |
| Nvidia CorpNVDA | 20 funds | $6.6B |
| Apple IncAAPL | 20 funds | $6.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $1.1B |
| Amazon.com IncAMZN | 19 funds | $5.8B |
| Alphabet Inc-CL AGOOGL | 19 funds | $3.7B |
| Alphabet Inc-CL CGOOG | 19 funds | $2.6B |
| Meta Platforms Inc-Class AMETA | 19 funds | $2.3B |
| Eli Lilly & CoLLY | 19 funds | $1.9B |
| Advanced Micro DevicesAMD | 19 funds | $1.7B |
| Walmart IncWMT | 19 funds | $1.4B |
| Visa Inc-Class A SharesV | 19 funds | $1.1B |
Ranked by how many of SDHY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SDHY.
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.