Institutional Holders (2026 Q3)
43 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDSI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Legacy Financial Strategies, LLC | 2.79% | 339,439 | $17.2M |
| 2 | Round Rock Advisors LLC | 2.22% | 322,093 | $16.3M |
| 3 | Networth Advisors, LLC | 2.20% | 75,663 | $3.8M |
| 4 | IronOak Wealth LLC. | 2.17% | 47,412 | $2.4M |
| 5 | Clearview Wealth Management LLC | 2.11% | 55,586 | $2.8M |
| 6 | REDW Wealth LLC | 0.73% | 39,678 | $2.0M |
| 7 | Prevail Innovative Wealth Advisors, LLC | 0.61% | 94,312 | $4.8M |
| 8 | Joseph P. Lucia & Associates, LLC | 0.42% | 28,810 | $1.5M |
| 9 | Simplicity Wealth,LLC | 0.29% | 194,775 | $9.8M |
| 10 | FSA Advisors, Inc. | 0.13% | 5,763 | $291K |
| 11 | Beacon Financial Advisory LLC | 0.12% | 12,360 | $625K |
| 12 | Creative Financial Designs Inc /Adv | 0.09% | 38,276 | $1.9M |
| 13 | Tandem Financial, LLC | 0.08% | 5,245 | $265K |
| 14 | Peak Planning Group, LLC | 0.07% | 6,756 | $341K |
| 15 | Weaver Consulting Group | 0.07% | 7,316 | $370K |
| 16 | IFP Advisors, Inc | 0.07% | 83,015 | $4.2M |
| 17 | American Century Companies Inc | 0.06% | 2,575,078 | $130.1M |
| 18 | Kestra Private Wealth Services, LLC | 0.06% | 103,021 | $5.2M |
| 19 | AE Wealth Management LLC | 0.01% | 40,063 | $2.0M |
| 20 | Apollon Wealth Management, LLC | 0.01% | 11,466 | $579K |
| 21 | Lloyd Advisory Services, LLC. | 0.01% | 343 | $17K |
| 22 | Raymond James Financial Inc | 0.01% | 463,835 | $23.4M |
| 23 | HighTower Advisors, LLC | 0.01% | 120,977 | $6.1M |
| 24 | J.W. Cole Advisors, INC. | 0.00% | 4,566 | $231K |
| 25 | Quest 10 Wealth Builders, Inc. | 0.00% | 91 | $5K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|