SDHC

Institutional Ownership

Top 80 Institutional Holders
HolderSharesDateChange% Held
Conifer Management, L.L.C.1.43MJun 30, 26--17.17%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC974.28KJun 30, 26-366.94K11.67%
BECK MACK & OLIVER LLC835.07KJun 30, 26-15.53K10.00%
WELLINGTON MANAGEMENT GROUP LLP622.63KJun 30, 26-136.17K7.46%
WASATCH ADVISORS LP531.22KJun 30, 26-55.53K6.36%
First Eagle Investment Management, LLC404.27KJun 30, 26+19.50K4.84%
VANGUARD CAPITAL MANAGEMENT LLC364.95KJun 30, 26-31.82K4.37%
BlackRock, Inc.208.86KJun 30, 26+49.23K2.50%
MARSHALL WACE, LLP163.86KJun 30, 26+61.99K1.96%
GILDER GAGNON HOWE & CO LLC161.31KJun 30, 26-21.39K1.93%
D. E. Shaw & Co., Inc.142.99KJun 30, 26+64.56K1.71%
WELLS FARGO & COMPANY/MN117.51KJun 30, 26-7.88K1.41%
GEODE CAPITAL MANAGEMENT, LLC103.15KJun 30, 26-5.35K1.24%
JANE STREET GROUP, LLC84.73KJun 30, 26+2.56K1.02%
Trexquant Investment LP56.48KJun 30, 26+40.63K0.68%
VANGUARD FIDUCIARY TRUST CO54.04KJun 30, 26+3640.65%
JPMORGAN CHASE & CO51.38KJun 30, 26+19.82K0.62%
UBS Group AG47.62KJun 30, 26-6470.57%
GOLDMAN SACHS GROUP INC46.62KJun 30, 26+15.93K0.56%
STATE STREET CORP46.18KJun 30, 26+3.06K0.55%
Quent Capital, LLC45.00KJun 30, 26+15.00K0.54%
DIMENSIONAL FUND ADVISORS LP43.26KJun 30, 26+17.96K0.52%
MORGAN STANLEY32.80KJun 30, 26+22.49K0.39%
Verition Fund Management LLC32.00KJun 30, 26+32.00K0.38%
Squarepoint Ops LLC31.82KJun 30, 26+8.61K0.38%
HSBC HOLDINGS PLC27.71KJun 30, 26+14.40K0.33%
Ruane, Cunniff & Goldfarb L.P.27.27KJun 30, 26+12.79K0.33%
SEI INVESTMENTS CO26.42KJun 30, 26-26.65K0.32%
XTX Topco Ltd25.92KJun 30, 26+25.92K0.31%
CITADEL ADVISORS LLC25.41KJun 30, 26-27.39K0.30%
ENVESTNET ASSET MANAGEMENT INC22.58KJun 30, 26-6.48K0.27%
FULLER & THALER ASSET MANAGEMENT, INC.22.11KJun 30, 26-1850.26%
TUDOR INVESTMENT CORP ET AL21.30KJun 30, 26+21.30K0.26%
NORTHERN TRUST CORP18.67KJun 30, 26+1.02K0.22%
Daiwa Securities Group Inc.18.48KJun 30, 26-5.79K0.22%
GSA CAPITAL PARTNERS LLP18.10KJun 30, 26+18.10K0.22%
Susquehanna Portfolio Strategies, LLC17.49KJun 30, 26+17.49K0.21%
MILLENNIUM MANAGEMENT LLC16.65KJun 30, 26+16.65K0.20%
OCCUDO QUANTITATIVE STRATEGIES LP15.09KJun 30, 26+15.09K0.18%
R Squared Ltd13.98KJun 30, 26+13.98K0.17%
PRICE T ROWE ASSOCIATES INC /MD/12.30KJun 30, 26--0.15%
Graham Capital Management, L.P.12.07KJun 30, 26+12.07K0.14%
STIFEL FINANCIAL CORP10.48KJun 30, 26-5.25K0.13%
HRT FINANCIAL LP10.25KJun 30, 26-10.79K0.12%
Sixth Street Partners Management Company, L.P.10.06KJun 30, 26+10.06K0.12%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC10.06KJun 30, 26+10.06K0.12%
BARCLAYS PLC7.71KJun 30, 26+3.61K0.09%
US BANCORP \DE\5.58KJun 30, 26+1.58K0.07%
Vanguard Global Advisers, LLC3.67KJun 30, 26--0.04%
BNP PARIBAS ARBITRAGE, SNC3.63KJun 30, 26-3000.04%
FIFTH THIRD BANCORP538Jun 30, 26--0.01%
FMR LLC413Jun 30, 26+1120.00%
JONES FINANCIAL COMPANIES LLLP408Jun 30, 26+1580.00%
Integrated Wealth Concepts LLC406Jun 30, 26+4060.00%
Persistent Asset Partners Ltd266Jun 30, 26+2660.00%
Rockefeller Capital Management L.P.140Jun 30, 26+1400.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO122Jun 30, 26+1220.00%
WOLFF WIESE MAGANA LLC90Jun 30, 26--0.00%
ROYAL BANK OF CANADA66Jun 30, 26-2640.00%
Buck Wealth Strategies, LLC52Jun 30, 26+520.00%
ADVISOR GROUP HOLDINGS, INC.40Jun 30, 26-950.00%
Kingdom Financial Group LLC.1Jun 30, 26--0.00%
Caitong International Asset Management Co., Ltd1Jun 30, 26--0.00%
FEDERATED HERMES, INC.--Jun 30, 26-258.90K--
Tower Research Capital LLC (TRC)--Jun 30, 26-9.18K--
Advisory Services Network, LLC--Jun 30, 26-149--
Lloyd Advisory Services, LLC.--Jun 30, 26-1--
Rachor Investment Advisory Services, LLC--Jun 30, 26-4--
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY--Jun 30, 26-25.01K--
MASSACHUSETTS FINANCIAL SERVICES CO /MA/--Jun 30, 26-322.17K--
VARCOV Co.--Jun 30, 26-14.26K--
AXQ CAPITAL, LP--Jun 30, 26-15.44K--
CWM, LLC11Mar 31, 26-220.00%
VANGUARD GROUP INC452.63KDec 31, 25+1.64K5.42%
Quest Partners LLC631Dec 31, 25-10.39K0.01%
COMERICA BANK--Dec 31, 25-430--
Corton Capital Inc.--Sep 30, 25-20.75K--
Covey Capital Advisors, LLC36.30KJun 30, 25+36.30K0.43%
First Horizon Advisors, Inc.405Jun 30, 25--0.00%
BlackRock Inc.682.66KJun 30, 24-5.65K8.18%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.