Institutional Holders (2026 Q1)
59 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDHY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Quantify Chaos Advisors, LLC | 2.21% | 44,141 | $707K |
| 2 | 1607 Capital Partners, LLC | 1.98% | 1,718,318 | $27.5M |
| 3 | Closed-End Fund Advisors, Inc. | 1.74% | 106,492 | $1.7M |
| 4 | Almitas Capital LLC | 0.65% | 178,921 | $2.9M |
| 5 | City of London Investment Management Co Ltd | 0.64% | 545,958 | $8.7M |
| 6 | Thomas J. Herzfeld Advisors, Inc. | 0.62% | 113,577 | $1.8M |
| 7 | Shaker Financial Services, LLC | 0.26% | 46,295 | $742K |
| 8 | Apollon Financial, LLC | 0.24% | 110,568 | $1.8M |
| 9 | Catalina Capital Group, LLC | 0.24% | 25,367 | $406K |
| 10 | Secure Asset Management, LLC | 0.23% | 90,072 | $1.4M |
| 11 | Logan Stone Capital, LLC | 0.19% | 42,427 | $680K |
| 12 | Aviance Capital Partners, LLC | 0.14% | 74,267 | $1.2M |
| 13 | Advisors Asset Management, Inc. | 0.11% | 421,116 | $6.7M |
| 14 | Evolve Private Wealth, LLC | 0.07% | 77,238 | $1.2M |
| 15 | Riverbridge Partners LLC | 0.06% | 162,514 | $2.6M |
| 16 | Noble Wealth Management PBC | 0.06% | 7,721 | $124K |
| 17 | Pioneer Family Office, LLC | 0.05% | 4,900 | $78K |
| 18 | Pathstone Holdings, LLC | 0.03% | 518,927 | $8.3M |
| 19 | Twin Peaks Wealth Advisors, LLC | 0.03% | 7,318 | $117K |
| 20 | Carnegie Investment Counsel | 0.03% | 90,767 | $1.5M |
| 21 | Allspring Global Investments Holdings, LLC | 0.02% | 615,485 | $9.9M |
| 22 | Focus Partners Wealth | 0.01% | 809,338 | $13.0M |
| 23 | Oppenheimer & Co Inc | 0.01% | 57,663 | $924K |
| 24 | Gateway Wealth Partners, LLC | 0.01% | 17,248 | $276K |
| 25 | RFG Advisory, LLC | 0.01% | 33,166 | $531K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|