SDG(SDG)
SDG
Institutional Ownership
Top 132 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.07K | Mar 31, 26 | -2.07K | 0.71% |
| Berkshire Bank | 9.58K | Mar 31, 26 | +400 | 0.52% |
| Weil Company, Inc. | 8.16K | Mar 31, 26 | -248 | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.89K | Mar 31, 26 | -89 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 7.74K | Mar 31, 26 | +474 | 0.42% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.95K | Mar 31, 26 | -21 | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 6.91K | Mar 31, 26 | -62 | 0.38% |
| Dynamic Advisor Solutions LLC | 6.37K | Mar 31, 26 | -3.94K | 0.35% |
| Perigon Wealth Management, LLC | 5.84K | Mar 31, 26 | -91 | 0.32% |
| Warren Street Wealth Advisors, LLC | 4.99K | Mar 31, 26 | +299 | 0.27% |
| Claro Advisors LLC | 4.91K | Mar 31, 26 | -16 | 0.27% |
| Farther Finance Advisors, LLC | 4.20K | Mar 31, 26 | -66 | 0.23% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 4.02K | Mar 31, 26 | +69 | 0.22% |
| Cambridge Investment Research Advisors, Inc. | 3.72K | Mar 31, 26 | +99 | 0.20% |
| Eaton Financial Holdings Company, LLC | 3.56K | Mar 31, 26 | -20 | 0.19% |
| Bond & Devick Financial Network, Inc. | 3.19K | Mar 31, 26 | +15 | 0.17% |
| Granite Bay Wealth Management, LLC | 3.00K | Mar 31, 26 | -- | 0.16% |
| Highland Financial Advisors, LLC | 2.72K | Mar 31, 26 | +283 | 0.15% |
| PFG Investments, LLC | 2.70K | Mar 31, 26 | -- | 0.15% |
| Tanglewood Legacy Advisors, LLC | 950 | Mar 31, 26 | -- | 0.05% |
| BIRCHBROOK, INC. | 851 | Mar 31, 26 | +45 | 0.05% |
| CVA Family Office, LLC | 702 | Mar 31, 26 | +49 | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 474 | Mar 31, 26 | -- | 0.03% |
| 4Thought Financial Group Inc. | 151 | Mar 31, 26 | -6 | 0.01% |
| LRI Investments, LLC | 111 | Mar 31, 26 | +37 | 0.01% |
| Financial Connections Group, Inc. | 100 | Mar 31, 26 | -- | 0.01% |
| NVWM, LLC | 60 | Mar 31, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 16 | Mar 31, 26 | -- | 0.00% |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -1.50K | -- |
| GenTrust, LLC | -- | Mar 31, 26 | -2.50K | -- |
| FIRST HORIZON CORP | -- | Mar 31, 26 | -3.24K | -- |
| CWM, LLC | 216.81K | Dec 31, 25 | -5.30K | 11.81% |
| BANK OF AMERICA CORP /DE/ | 49.98K | Dec 31, 25 | +634 | 2.72% |
| ROYAL BANK OF CANADA | 32.14K | Dec 31, 25 | -2.97K | 1.75% |
| LPL Financial LLC | 25.73K | Dec 31, 25 | +625 | 1.40% |
| Harel Insurance Investments & Financial Services Ltd. | 25.49K | Dec 31, 25 | +6.71K | 1.39% |
| FLOW TRADERS U.S. LLC | 21.61K | Dec 31, 25 | -23.01K | 1.18% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 21.42K | Dec 31, 25 | -25 | 1.17% |
| ASPIRIANT, LLC | 18.98K | Dec 31, 25 | +8.80K | 1.03% |
| MORGAN STANLEY | 15.59K | Dec 31, 25 | -896 | 0.85% |
| Colony Group, LLC | 12.86K | Dec 31, 25 | -- | 0.70% |
| UBS Group AG | 11.53K | Dec 31, 25 | -18.27K | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 11.50K | Dec 31, 25 | +456 | 0.63% |
| Cetera Investment Advisers | 11.34K | Dec 31, 25 | +3.32K | 0.62% |
| JANE STREET GROUP, LLC | 9.79K | Dec 31, 25 | -18.60K | 0.53% |
| Modera Wealth Management, LLC | 9.20K | Dec 31, 25 | -- | 0.50% |
| Tolleson Wealth Management, Inc. | 8.98K | Dec 31, 25 | -- | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.68K | Dec 31, 25 | +3.96K | 0.47% |
| Brio Consultants, LLC | 8.22K | Dec 31, 25 | +466 | 0.45% |
| Vontobel Holding Ltd. | 8.16K | Dec 31, 25 | -- | 0.44% |
| Larson Financial Group LLC | 8.00K | Dec 31, 25 | +1.16K | 0.44% |
| CITIGROUP INC | 7.61K | Dec 31, 25 | -23 | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 6.97K | Dec 31, 25 | -272 | 0.38% |
| Creative Planning | 6.76K | Dec 31, 25 | +928 | 0.37% |
| Evergreen Wealth Solutions, LLC | 6.47K | Dec 31, 25 | -973 | 0.35% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.78K | Dec 31, 25 | -239 | 0.31% |
| Mariner, LLC | 5.19K | Dec 31, 25 | -115 | 0.28% |
| Plum Street Advisors, LLC | 5.04K | Dec 31, 25 | -119 | 0.27% |
| US BANCORP \DE\ | 5.03K | Dec 31, 25 | +27 | 0.27% |
| Allworth Financial LP | 4.89K | Dec 31, 25 | -- | 0.27% |
| GTS SECURITIES LLC | 4.81K | Dec 31, 25 | +1.37K | 0.26% |
| Tradition Wealth Management, LLC | 4.76K | Dec 31, 25 | +29 | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 4.67K | Dec 31, 25 | +745 | 0.25% |
| KilterHowling LLC | 4.51K | Dec 31, 25 | +48 | 0.25% |
| NewEdge Advisors, LLC | 3.66K | Dec 31, 25 | -2.07K | 0.20% |
| Integrated Wealth Concepts LLC | 3.15K | Dec 31, 25 | +103 | 0.17% |
| Kingsview Wealth Management, LLC | 2.96K | Dec 31, 25 | -51 | 0.16% |
| Wealthfront Advisers LLC | 2.63K | Dec 31, 25 | +2.63K | 0.14% |
| LFA - Lugano Financial Advisors SA | 2.52K | Dec 31, 25 | +712 | 0.14% |
| Ameraudi Asset Management, Inc. | 2.50K | Dec 31, 25 | -- | 0.14% |
| MISSION WEALTH MANAGEMENT, LP | 2.46K | Dec 31, 25 | +1 | 0.13% |
| JONES FINANCIAL COMPANIES LLLP | 1.97K | Dec 31, 25 | +1.02K | 0.11% |
| ASSETMARK, INC | 1.26K | Dec 31, 25 | -40 | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.04K | Dec 31, 25 | -155 | 0.06% |
| BANK OF MONTREAL /CAN/ | 835 | Dec 31, 25 | -- | 0.05% |
| Financial Perspectives, Inc | 550 | Dec 31, 25 | -90 | 0.03% |
| Dunhill Financial, LLC | 528 | Dec 31, 25 | -15 | 0.03% |
| JTC Employer Solutions Trustee Ltd | 508 | Dec 31, 25 | -- | 0.03% |
| Smartleaf Asset Management LLC | 446 | Dec 31, 25 | +446 | 0.02% |
| Steward Partners Investment Advisory, LLC | 400 | Dec 31, 25 | -- | 0.02% |
| C M BIDWELL & ASSOCIATES LTD | 266 | Dec 31, 25 | -- | 0.01% |
| Capital Analysts, LLC | 259 | Dec 31, 25 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 250 | Dec 31, 25 | +250 | 0.01% |
| AE Wealth Management LLC | 196 | Dec 31, 25 | -1.36K | 0.01% |
| JPMORGAN CHASE & CO | 189 | Dec 31, 25 | +189 | 0.01% |
| AMERIFLEX GROUP, INC. | 184 | Dec 31, 25 | -180 | 0.01% |
| Rossby Financial, LCC | 175 | Dec 31, 25 | -- | 0.01% |
| Centerpoint Advisors, LLC | 152 | Dec 31, 25 | +16 | 0.01% |
| Front Row Advisors LLC | 150 | Dec 31, 25 | -- | 0.01% |
| Cherry Tree Wealth Management, LLC | 148 | Dec 31, 25 | -- | 0.01% |
| Joseph Group Capital Management | 126 | Dec 31, 25 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 124 | Dec 31, 25 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 118 | Dec 31, 25 | -- | 0.01% |
| Hurley Capital, LLC | 87 | Dec 31, 25 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 39 | Dec 31, 25 | -- | 0.00% |
| Geneos Wealth Management Inc. | 25 | Dec 31, 25 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 16 | Dec 31, 25 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | Dec 31, 25 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | -- | Dec 31, 25 | -169 | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -763 | -- |
| FMR LLC | -- | Dec 31, 25 | -2 | -- |
| WFA Asset Management Corp | 974 | Sep 30, 25 | -81 | 0.05% |
| Strategic Wealth Partners, Ltd. | 76 | Sep 30, 25 | +76 | 0.00% |
| Money Design Co.,Ltd. | 13.44K | Jun 30, 25 | -32 | 0.73% |
| Congress Wealth Management LLC / DE / | 7.58K | Jun 30, 25 | +1.05K | 0.41% |
| First Horizon Advisors, Inc. | 3.24K | Jun 30, 25 | -- | 0.18% |
| Merriman Wealth Management, LLC | 5.71K | Dec 31, 24 | +109 | 0.31% |
| Axiom Advisory, LLC | 25.60K | Sep 30, 24 | +400 | 1.39% |
| Annapolis Financial Services, LLC | 10.40K | Sep 30, 24 | -- | 0.57% |
| Levy Wealth Management Group, LLC | 5.49K | Jun 30, 24 | -2 | 0.30% |
| Cetera Advisor Networks LLC | 5.34K | Mar 31, 24 | +240 | 0.29% |
| FOSTER DYKEMA CABOT & CO INC/MA | 21.30K | Sep 30, 23 | -- | 1.16% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 16.45K | Sep 30, 23 | -- | 0.90% |
| BerganKDV Wealth Management, LLC | 2.03K | Jun 30, 23 | -- | 0.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8.81K | Mar 31, 23 | -530 | 0.48% |
| Burleson & Company, LLC | 7 | Dec 31, 22 | +7 | 0.00% |
| Sanford Advisory Services, LLC | -- | Dec 31, 22 | -3.58K | -- |
| American Portfolios Advisors | 1.94K | Sep 30, 22 | -290 | 0.11% |
| FourThought Financial, LLC | 163 | Sep 30, 22 | -111 | 0.01% |
| Covington Capital Management | 100 | Sep 30, 22 | -- | 0.01% |
| Danda Trouve Investment Management, Inc. | 32 | Sep 30, 22 | -- | 0.00% |
| FundX Investment Group, LLC | 3.86K | Dec 31, 21 | -10.00K | 0.21% |
| Carroll Financial Associates, Inc. | 1.66K | Dec 31, 21 | -- | 0.09% |
| NEXT Financial Group, Inc | 1.46K | Dec 31, 21 | -128 | 0.08% |
| Ameritas Investment Company, LLC | 3.66K | Sep 30, 21 | +50 | 0.20% |
| NORTH AMERICAN MANAGEMENT CORP | 9.98K | Mar 31, 21 | +7 | 0.54% |
| LifePlan Financial Group, Inc | 451 | Sep 30, 20 | +451 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.50K | Dec 31, 19 | +311 | 0.30% |
| Advisor Group, Inc. | 375 | Dec 31, 19 | +211 | 0.02% |
| Live Your Vision, LLC | -- | Mar 31, 19 | -35 | -- |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -28.29K | -- |