25 tracked 13F filers disclose a position in SDZNY as of the latest SEC 13F filings, a combined $21.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ramirez Asset Management, Inc. | $11.0M | 121K | ▲+11% Added · +12K sh | Q2 2026 | |
| 2 | Henry James International Management Inc. | $5.9M | 65K | ▲+3.3% Added · +2K sh | Q2 2026 | |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 28K | ▼−0.7% Reduced · −208 sh | Q1 2026 | |
| 4 | RHUMBLINE ADVISERS | $1.1M | 14K | ▼−8.8% Reduced · −1K sh | Q1 2026 | |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $263K | 3K | ▲New +3K sh | Q1 2026 | |
| 6 | O'Brien Greene & Co. Inc | $302K | 3K | —Held | Q2 2026 | |
| 7 | Mengis Capital Management, Inc. | $262K | 3K | ▼−0.7% Reduced · −20 sh | Q2 2026 | |
| 8 | ALBERT D MASON INC | $212K | 2K | ▲New +2K sh | Q2 2026 | |
| 9 | GAMMA Investing LLC | $110K | 1K | ▲+71% Added · +507 sh | Q2 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $65K | 836 | ▼−0.5% Reduced · −4 sh | Q1 2026 | |
| 11 | BRISTOL JOHN W & CO INC /NY/ | $35K | 445 | ▼−2.2% Reduced · −10 sh | Q1 2026 | |
| 12 | PARADIGM ASSET MANAGEMENT CO LLC | $29K | 325 | —Held | Q2 2026 | |
| 13 | Salomon & Ludwin, LLC | $21K | 236 | —Held | Q2 2026 | |
| 14 | McMillan Office, Inc. | $19K | 213 | —Held | Q2 2026 | |
| 15 | COMPASS FINANCIAL MANAGEMENT LLC | $11K | 135 | ▲New +135 sh | Q2 2026 | |
| 16 | KELLEHER FINANCIAL ADVISORS | $7K | 72 | ▲+100% Added · +36 sh | Q2 2026 | |
| 17 | First Command Advisory Services, Inc. | $5K | 62 | ▲New +62 sh | Q1 2026 | |
| 18 | Vermillion Wealth Management, Inc. | $4K | 47 | ▲Added Added · +47 sh | Q2 2026 | |
| 19 | ESSEX INVESTMENT MANAGEMENT CO LLC | $4K | 47 | —Held | Q2 2026 | |
| 20 | Coston, McIsaac & Partners | $3K | 37 | —Held | Q2 2026 | |
| 21 | Archer Investment Corp | $3K | 32 | —Held | Q2 2026 | |
| 22 | McIlrath & Eck, LLC | $2K | 31 | ▲New +31 sh | Q1 2026 | |
| 23 | Ascentis Independent Advisors | $2K | 17 | ▼−74% Reduced · −49 sh | Q2 2026 | |
| 24 | Main Street Group, LTD | $1K | 12 | —Held | Q2 2026 | |
| 25 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $78 | 1 | ▼−67% Reduced · −2 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, 5 funds opened a new position in SDZNY and 3 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 | $932.9M |
| APPLE INCAAPL | 17 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 17 funds | $861.9M |
| JPMORGAN CHASE & COJPM | 17 funds | $501.6M |
| ALPHABET INC-CL CGOOG | 17 funds | $289.8M |
| COSTCO WHOLESALE CORPCOST | 17 funds | $167.1M |
| NOVARTIS AG-SPONSORED ADRNVS | 17 funds | $139.3M |
| NVIDIA CORPNVDA | 16 funds | $669.6M |
| AMAZON.COM INCAMZN | 16 funds | $642.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $275.0M |
| JOHNSON & JOHNSONJNJ | 16 funds | $261.2M |
| PROCTER & GAMBLE CO/THEPG | 16 funds | $185.0M |
Ranked by how many of SDZNY'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 SDZNY
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/SDZNY/capital-change-brief"
Use Arkolith's capital_change_brief for SDZNY. 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 SDZNY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.