5 tracked 13F filers disclose a position in SDMF as of the latest SEC 13F filings, a combined $11.7M 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 | Tidal Investments LLC | $7.1M | 278K | ▲+556% Added · +236K sh | Q2 2026 | |
| 2 | Encompass More Asset Management | $2.8M | 110K | ▲+51% Added · +37K sh | Q2 2026 | |
| 3 | CreativeOne Wealth, LLC | $1.2M | 45K | ▲New +45K sh | Q2 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $573K | 22K | ▲+5.3% Added · +1K sh | Q2 2026 | |
| 5 | Deane Retirement Strategies, Inc. | $5K | 176 | ▲New +176 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.
Last quarter, 1 fund opened a new position in SDMF and 1 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 |
|---|---|---|
| SS SPDR BB 1-3M T-BILL ETFBIL | 2 funds | $45.7M |
| STE STR SPDR PT S&P 500 ETFSPYM | 2 funds | $23.1M |
| ISHARES 0-5 YEAR TIPS BOND ESTIP | 2 funds | $20.9M |
| SPDR GOLD SHARESGLD | 2 funds | $15.6M |
| ALPHABET INC-CL AGOOGL | 2 funds | $10.4M |
| AMAZON.COM INCAMZN | 2 funds | $9.6M |
| ISHARES GOLD TRUSTIAU | 2 funds | $9.6M |
| MICROSOFT CORPMSFT | 2 funds | $7.8M |
| CHEVRON CORPCVX | 2 funds | $6.9M |
| JOHNSON & JOHNSONJNJ | 2 funds | $6.2M |
| ISHARES 0-3 MONTH TREASURY BSGOV | 2 funds | $6.0M |
| PROCTER & GAMBLE CO/THEPG | 2 funds | $6.0M |
Ranked by how many of SDMF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 229 funds | $996.7M |
| MTBAcommon | 140 funds | $973.0M |
| BUCKTREASURY OPT INC | 88 funds | $222.8M |
| AGGHUIT EXCHANGE TRADED | 86 funds | $352.3M |
| CDXMF Closed and MF Open | 83 funds | $273.8M |
| HEQTMF Closed and MF Open | 80 funds | $201.0M |
| TUASHORT TERM TREA | 73 funds | $456.1M |
| SVOLmc | 72 funds | $64.6M |
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 SDMF
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/SDMF/capital-change-brief"
Use Arkolith's capital_change_brief for SDMF. 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 SDMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.