SDHY(SDHY)
SDHY
Institutional Ownership
Top 80 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Noble Wealth Management PBC | 28.69K | Sep 30, 26 | +12.96K | 0.12% |
| MORGAN STANLEY | 1.46M | Jun 30, 26 | +77.92K | 5.90% |
| Atlas Wealth LLC | 1.13M | Jun 30, 26 | +1.13M | 4.57% |
| 1607 Capital Partners, LLC | 979.17K | Jun 30, 26 | -739.15K | 3.97% |
| SIT INVESTMENT ASSOCIATES INC | 867.54K | Jun 30, 26 | -11.82K | 3.52% |
| Colony Group, LLC | 747.90K | Jun 30, 26 | -61.44K | 3.03% |
| Allspring Global Investments Holdings, LLC | 615.49K | Jun 30, 26 | -- | 2.49% |
| WELLS FARGO & COMPANY/MN | 553.85K | Jun 30, 26 | -39.74K | 2.24% |
| UBS Group AG | 540.34K | Jun 30, 26 | -2.60K | 2.19% |
| Pathstone Holdings, LLC | 489.96K | Jun 30, 26 | -28.97K | 1.99% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 452.10K | Jun 30, 26 | -93.86K | 1.83% |
| Advisors Asset Management, Inc. | 426.23K | Jun 30, 26 | +5.12K | 1.73% |
| Almitas Capital LLC | 364.67K | Jun 30, 26 | +185.75K | 1.48% |
| Invesco Ltd. | 293.99K | Jun 30, 26 | +2.65K | 1.19% |
| COHEN & STEERS, INC. | 272.45K | Jun 30, 26 | -- | 1.10% |
| RAYMOND JAMES FINANCIAL INC | 203.53K | Jun 30, 26 | +2.20K | 0.82% |
| ENVESTNET ASSET MANAGEMENT INC | 178.86K | Jun 30, 26 | +16.29K | 0.72% |
| HAZLETT, BURT & WATSON, INC. | 170.37K | Jun 30, 26 | -1.51K | 0.69% |
| RIVERBRIDGE PARTNERS LLC | 164.71K | Jun 30, 26 | +2.20K | 0.67% |
| Thomas J. Herzfeld Advisors, Inc. | 138.17K | Jun 30, 26 | +24.59K | 0.56% |
| LPL Financial LLC | 123.53K | Jun 30, 26 | -109.78K | 0.50% |
| ROYAL BANK OF CANADA | 115.98K | Jun 30, 26 | -8.99K | 0.47% |
| Apollon Financial, LLC | 113.63K | Jun 30, 26 | +3.06K | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 106.07K | Jun 30, 26 | +84.40K | 0.43% |
| Closed-End Fund Advisors, Inc. | 97.29K | Jun 30, 26 | -9.20K | 0.39% |
| Logan Stone Capital, LLC | 95.17K | Jun 30, 26 | +52.74K | 0.39% |
| Carnegie Capital Asset Management, LLC | 90.77K | Jun 30, 26 | -- | 0.37% |
| Secure Asset Management, LLC | 90.07K | Jun 30, 26 | -- | 0.37% |
| Aviance Capital Partners, LLC | 83.17K | Jun 30, 26 | +8.90K | 0.34% |
| EVOLVE PRIVATE WEALTH, LLC | 70.90K | Jun 30, 26 | -6.34K | 0.29% |
| OPPENHEIMER & CO INC | 58.87K | Jun 30, 26 | +1.20K | 0.24% |
| Shaker Financial Services, LLC | 54.88K | Jun 30, 26 | +8.59K | 0.22% |
| QUANTIFY CHAOS ADVISORS, LLC | 44.94K | Jun 30, 26 | +801 | 0.18% |
| Janney Montgomery Scott LLC | 36.86K | Jun 30, 26 | +3.46K | 0.15% |
| Rockefeller Capital Management L.P. | 36.45K | Jun 30, 26 | +580 | 0.15% |
| RFG Advisory, LLC | 27.82K | Jun 30, 26 | -5.35K | 0.11% |
| CHOREO, LLC | 21.23K | Jun 30, 26 | +3.86K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 19.64K | Jun 30, 26 | -1.68K | 0.08% |
| Steward Partners Investment Advisory, LLC | 19.42K | Jun 30, 26 | -5.30K | 0.08% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 17.21K | Jun 30, 26 | +9.89K | 0.07% |
| Kestra Advisory Services, LLC | 15.66K | Jun 30, 26 | -289 | 0.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 12.61K | Jun 30, 26 | -785 | 0.05% |
| STIFEL FINANCIAL CORP | 12.26K | Jun 30, 26 | -43 | 0.05% |
| CITADEL ADVISORS LLC | 11.84K | Jun 30, 26 | +11.84K | 0.05% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 6.06K | Jun 30, 26 | +120 | 0.02% |
| Integrated Wealth Concepts LLC | 5.28K | Jun 30, 26 | +5.28K | 0.02% |
| IFP Advisors, Inc | 4.22K | Jun 30, 26 | +3.94K | 0.02% |
| Pioneer Family Office, LLC | 3.04K | Jun 30, 26 | -1.85K | 0.01% |
| Clear Street Group Inc. | 1.64K | Jun 30, 26 | +1.64K | 0.01% |
| Global Retirement Partners, LLC | 1.58K | Jun 30, 26 | +1.58K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 589 | Jun 30, 26 | +197 | 0.00% |
| Tower Research Capital LLC (TRC) | 403 | Jun 30, 26 | +403 | 0.00% |
| Farther Finance Advisors, LLC | 328 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 304 | Jun 30, 26 | -528 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 252 | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 223 | Jun 30, 26 | +86 | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 196 | Jun 30, 26 | -- | 0.00% |
| Y.D. More Investments Ltd | 97 | Jun 30, 26 | -- | 0.00% |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -17.25K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -95 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -19 | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -23.00K | -- |
| Cetera Investment Advisers | -- | Jun 30, 26 | -26.61K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -9.22K | -- |
| Catalina Capital Group, LLC | 25.37K | Mar 31, 26 | -- | 0.10% |
| CWM, LLC | 78 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 844 | Dec 31, 25 | -398 | 0.00% |
| AHL INVESTMENT MANAGEMENT, INC. | 120.62K | Sep 30, 25 | -166.68K | 0.49% |
| WINTRUST INVESTMENTS LLC | 1.07K | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 101.75K | Sep 30, 24 | +5.24K | 0.41% |
| Raymond James Financial Services Advisors, Inc. | 83.12K | Sep 30, 24 | -10.82K | 0.34% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -318.63K | -- |
| Cetera Advisors LLC | 12.88K | Mar 31, 24 | +12.88K | 0.05% |
| ADVISOR PARTNERS II, LLC | 262.69K | Sep 30, 23 | +262.69K | 1.06% |
| Hightower 6M Holding, LLC | 25.56K | Sep 30, 22 | -7.09K | 0.10% |
| MUFG Americas Holdings Corp | 2.50K | Sep 30, 22 | +2.50K | 0.01% |
| American Portfolios Advisors | 100 | Sep 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 518.11K | Mar 31, 22 | +255.53K | 2.10% |
| 6 Meridian | 32.73K | Dec 31, 21 | +32.73K | 0.13% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -42.86K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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