SDCI

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$28.95

+0.44 (+1.54%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SDCI · 2026-Q1 methodology → sources →

92 holders

% of shares outstanding held

—

Shares held (13F)

9,716,285

Reporting holders

Top holders

largest 92 of 92 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	3EDGE Asset Management, LP	2,225,2462.2M	$61M	—	NEW
2	SMI Advisory Services, LLC	854,711854,711	$24M	—	—
3	Orion Porfolio Solutions, LLC	622,362622,362	$17M	—	ADD 4%
4	Proficio Capital Partners LLC	449,720449,720	$12M	—	NEW
5	Maltin Wealth Management, Inc.	428,775428,775	$12M	—	ADD 4%
6	OSAIC HOLDINGS, INC.	399,503399,503	$11M	—	ADD 54%
7	Peak Financial Management, Inc.	377,422377,422	$10M	—	ADD 3%
8	RAYMOND JAMES FINANCIAL INC	365,357365,357	$10M	—	ADD 17%
9	Empirical Asset Management, LLC	355,968355,968	$10M	—	ADD 68%
10	MORGAN STANLEY	333,567333,567	$9M	—	ADD 6798%
11	ABLE Financial Group, LLC	219,407219,407	$6M	—	ADD 95%
12	BKM Wealth Management, LLC	173,197173,197	$5M	—	TRIM -6%
13	WESCAP Management Group, Inc.	169,742169,742	$5M	—	NEW
14	Midwest Professional Planners, LTD.	150,516150,516	$4M	—	ADD 12%
15	Cambridge Investment Research Advisors, Inc.	133,754133,754	$4M	—	ADD 347%
16	ENVESTNET ASSET MANAGEMENT INC	119,690119,690	$3M	—	ADD 20%
17	Atria Investments, Inc	116,377116,377	$3M	—	NEW
18	Mariner, LLC	113,315113,315	$3M	—	NEW
19	WBI INVESTMENTS, LLC	108,361108,361	$3M	—	NEW
20	STIFEL FINANCIAL CORP	102,341102,341	$3M	—	—
21	&PARTNERS	98,13098,130	$3M	—	TRIM -14%
22	Cambria Investment Management, L.P.	98,31398,313	$3M	—	ADD 4%
23	MML INVESTORS SERVICES, LLC	94,73694,736	$3M	—	ADD 13%
24	Stratos Investment Management, LLC	93,56293,562	$3M	—	NEW
25	Focus Financial Network, Inc.	93,20793,207	$3M	—	—
26	TRUE Private Wealth Advisors	83,63683,636	$2M	—	NEW
27	MATHER GROUP, LLC.	62,36062,360	$2M	—	NEW
28	Prosperitas Financial LLC	59,89859,898	$2M	—	NEW
29	Apollon Wealth Management, LLC	56,93156,931	$2M	—	—
30	EverSource Wealth Advisors, LLC	56,49556,495	$2M	—	NEW
31	Moors & Cabot, Inc.	52,34252,342	$1M	—	—
32	Maridea Wealth Management LLC	52,26052,260	$1M	—	NEW
33	Alhambra Investment Management LLC	49,39549,395	$1M	—	ADD 41%
34	Ashton Thomas Private Wealth, LLC	47,05447,054	$1M	—	ADD 6%
35	Portside Wealth Group, LLC	44,84144,841	$1M	—	NEW
36	LPL Financial LLC	43,66443,664	$1M	—	ADD 4%
37	Summit Financial, LLC	38,88038,880	$1M	—	NEW
38	HM PAYSON & CO	38,81138,811	$1M	—	TRIM -13%
39	Cornerstone Wealth, LLC/TN	33,76833,768	$949,894	—	NEW
40	STOCK YARDS BANK & TRUST CO	33,68133,681	$917,470	—	—
41	PRINCIPAL SECURITIES, INC.	32,88732,887	$895,842	—	TRIM -15%
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,80531,805	$874,013	—	ADD 15%
43	Alliance Wealth Advisors, LLC /UT	30,32630,326	$826,080	—	NEW
44	CERTIOR FINANCIAL GROUP, LLC	29,95429,954	$815,947	—	NEW
45	CREATIVE FINANCIAL DESIGNS INC /ADV	29,57329,573	$805,569	—	ADD 15%
46	Wick Capital Partners, LLC	28,75428,754	$783,259	—	TRIM -4%
47	Cetera Investment Advisers	27,91027,910	$760,277	—	TRIM -4%
48	Sovereign Financial Group, Inc.	27,63227,632	$752,696	—	—
49	Thrivent Financial for Lutherans	25,27125,271	$688,000	—	ADD 24%
50	WT Wealth Management	24,53124,531	$668,224	—	—
51	Advisory Services Network, LLC	23,75723,757	$647,129	—	—
52	WESTBOURNE INVESTMENTS, INC.	22,21622,216	$605,164	—	ADD 6%
53	Quantinno Capital Management LP	21,26521,265	$579,259	—	ADD 47%
54	Advisor Resource Council	20,23020,230	$551,065	—	ADD 5%
55	KESTRA PRIVATE WEALTH SERVICES, LLC	19,87219,872	$541,320	—	—
56	Cerity Partners LLC	19,82519,825	$540,033	—	NEW
57	HighTower Advisors, LLC	17,63817,638	$480,463	—	ADD 17%
58	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17,60017,600	$479,424	—	NEW
59	Brookwood Investment Group LLC	17,34217,342	$472,396	—	NEW
60	COMMONWEALTH EQUITY SERVICES, LLC	16,68716,687	$454,550	—	ADD 5%
61	BANK OF MONTREAL /CAN/	15,79115,791	$430,147	—	ADD 28%
62	Steward Partners Investment Advisory, LLC	13,73813,738	$374,223	—	ADD 527%
63	Matrix Trust Co	13,23913,239	$361,000	—	NEW
64	Wallace Advisory Group, LLC	12,40112,401	$337,803	—	NEW
65	SIMPLEX TRADING, LLC	12,25412,254	$333,798	—	NEW
66	Sharp Wealth Advisory, LLC	12,25012,250	$333,690	—	TRIM -31%
67	Private Advisor Group, LLC	12,04212,042	$328,024	—	NEW
68	RICHARDS, MERRILL & PETERSON, INC.	10,75010,750	$292,830	—	—
69	Envision Financial Transparency, LLC	10,06110,061	$274,000	—	NEW
70	INDEPENDENT FINANCIAL GROUP, LLC	9,3759,375	$255,367	—	NEW
71	Ausdal Financial Partners, Inc.	9,0739,073	$247,154	—	TRIM -3%
72	K.J. Harrison & Partners Inc	8,7828,782	$239,222	—	NEW
73	IFP Advisors, Inc	8,7008,700	$236,988	—	ADD 98%
74	Financial Network Wealth Advisors LLC	7,7617,761	$211,410	—	NEW
75	MISSION WEALTH MANAGEMENT, LP	7,6007,600	$207,024	—	NEW
76	NBC SECURITIES, INC.	3,5953,595	$97,927	—	—
77	HARBOUR INVESTMENTS, INC.	2,7432,743	$74,719	—	NEW
78	Blue Trust, Inc.	1,9841,984	$54,044	—	TRIM -9%
79	Legacy Wealth Managment, LLC/ID	1,5161,516	$41,296	—	NEW
80	WELLS FARGO & COMPANY/MN	1,4541,454	$39,608	—	ADD 288%
81	CWM, LLC	1,1811,181	$32,170	—	NEW
82	Ares Financial Consulting, LLC	650650	$17,570	—	NEW
83	Abound Wealth Management	530530	$14,438	—	NEW
84	Geneos Wealth Management Inc.	500500	$13,620	—	TRIM -50%
85	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	429429	$11,686	—	NEW
86	JPMORGAN CHASE & CO	314314	$8,579	—	—
87	Clearstead Advisors, LLC	295295	$8,036	—	—
88	US BANCORP \DE\	250250	$6,810	—	NEW
89	EVOLUTION WEALTH MANAGEMENT INC.	214214	$5,829	—	—
90	Smartleaf Asset Management LLC	200200	$5,464	—	NEW
91	Vision Retirement, LLC	140140	$3,814	—	NEW
92	ASSETMARK, INC	103103	$2,806	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

3EDGE Asset Management, LP

—

2.2M

$61M

SMI Advisory Services, LLC

—

905K

845K

823K

841K

855K

$24M

Orion Porfolio Solutions, LLC

29K

409K

396K

376K

601K

622K

$17M

Proficio Capital Partners LLC

—

450K

$12M

Maltin Wealth Management, Inc.

—

256K

299K

306K

411K

429K

$12M

OSAIC HOLDINGS, INC.

47K

79K

227K

243K

260K

400K

$11M

Peak Financial Management, Inc.

—

234K

347K

366K

377K

$10M

RAYMOND JAMES FINANCIAL INC

—

12K

313K

365K

$10M

Empirical Asset Management, LLC

—

161K

212K

356K

$10M

MORGAN STANLEY

334K

$9M

ABLE Financial Group, LLC

—

95K

97K

112K

219K

$6M

BKM Wealth Management, LLC

—

226K

184K

173K

$5M

WESCAP Management Group, Inc.

—

170K

$5M

Midwest Professional Planners, LTD.

—

71K

134K

151K

$4M

Cambridge Investment Research Advisors, Inc.

—

15K

30K

134K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	92	9,716,285	—	$265M
2025-Q4	58	4,850,018	—	$108M
2025-Q3	51	3,897,506	—	$89M
2025-Q2	38	2,969,699	—	$64M
2025-Q1	28	2,609,834	—	$54M
2024-Q4	17	659,479	—	$13M
2024-Q3	13	564,593	—	$11M
2024-Q2	16	643,115	—	$12M
2024-Q1	14	329,483	—	$6M
2023-Q4	17	346,020	—	$6M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SDCI · 2026-Q1 methodology → sources →

92 holders

% of shares outstanding held

—

Shares held (13F)

9,716,285

Reporting holders

Top holders

largest 92 of 92 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	3EDGE Asset Management, LP	2,225,2462.2M	$61M	—	NEW
2	SMI Advisory Services, LLC	854,711854,711	$24M	—	—
3	Orion Porfolio Solutions, LLC	622,362622,362	$17M	—	ADD 4%
4	Proficio Capital Partners LLC	449,720449,720	$12M	—	NEW
5	Maltin Wealth Management, Inc.	428,775428,775	$12M	—	ADD 4%
6	OSAIC HOLDINGS, INC.	399,503399,503	$11M	—	ADD 54%
7	Peak Financial Management, Inc.	377,422377,422	$10M	—	ADD 3%
8	RAYMOND JAMES FINANCIAL INC	365,357365,357	$10M	—	ADD 17%
9	Empirical Asset Management, LLC	355,968355,968	$10M	—	ADD 68%
10	MORGAN STANLEY	333,567333,567	$9M	—	ADD 6798%
11	ABLE Financial Group, LLC	219,407219,407	$6M	—	ADD 95%
12	BKM Wealth Management, LLC	173,197173,197	$5M	—	TRIM -6%
13	WESCAP Management Group, Inc.	169,742169,742	$5M	—	NEW
14	Midwest Professional Planners, LTD.	150,516150,516	$4M	—	ADD 12%
15	Cambridge Investment Research Advisors, Inc.	133,754133,754	$4M	—	ADD 347%
16	ENVESTNET ASSET MANAGEMENT INC	119,690119,690	$3M	—	ADD 20%
17	Atria Investments, Inc	116,377116,377	$3M	—	NEW
18	Mariner, LLC	113,315113,315	$3M	—	NEW
19	WBI INVESTMENTS, LLC	108,361108,361	$3M	—	NEW
20	STIFEL FINANCIAL CORP	102,341102,341	$3M	—	—
21	&PARTNERS	98,13098,130	$3M	—	TRIM -14%
22	Cambria Investment Management, L.P.	98,31398,313	$3M	—	ADD 4%
23	MML INVESTORS SERVICES, LLC	94,73694,736	$3M	—	ADD 13%
24	Stratos Investment Management, LLC	93,56293,562	$3M	—	NEW
25	Focus Financial Network, Inc.	93,20793,207	$3M	—	—
26	TRUE Private Wealth Advisors	83,63683,636	$2M	—	NEW
27	MATHER GROUP, LLC.	62,36062,360	$2M	—	NEW
28	Prosperitas Financial LLC	59,89859,898	$2M	—	NEW
29	Apollon Wealth Management, LLC	56,93156,931	$2M	—	—
30	EverSource Wealth Advisors, LLC	56,49556,495	$2M	—	NEW
31	Moors & Cabot, Inc.	52,34252,342	$1M	—	—
32	Maridea Wealth Management LLC	52,26052,260	$1M	—	NEW
33	Alhambra Investment Management LLC	49,39549,395	$1M	—	ADD 41%
34	Ashton Thomas Private Wealth, LLC	47,05447,054	$1M	—	ADD 6%
35	Portside Wealth Group, LLC	44,84144,841	$1M	—	NEW
36	LPL Financial LLC	43,66443,664	$1M	—	ADD 4%
37	Summit Financial, LLC	38,88038,880	$1M	—	NEW
38	HM PAYSON & CO	38,81138,811	$1M	—	TRIM -13%
39	Cornerstone Wealth, LLC/TN	33,76833,768	$949,894	—	NEW
40	STOCK YARDS BANK & TRUST CO	33,68133,681	$917,470	—	—
41	PRINCIPAL SECURITIES, INC.	32,88732,887	$895,842	—	TRIM -15%
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,80531,805	$874,013	—	ADD 15%
43	Alliance Wealth Advisors, LLC /UT	30,32630,326	$826,080	—	NEW
44	CERTIOR FINANCIAL GROUP, LLC	29,95429,954	$815,947	—	NEW
45	CREATIVE FINANCIAL DESIGNS INC /ADV	29,57329,573	$805,569	—	ADD 15%
46	Wick Capital Partners, LLC	28,75428,754	$783,259	—	TRIM -4%
47	Cetera Investment Advisers	27,91027,910	$760,277	—	TRIM -4%
48	Sovereign Financial Group, Inc.	27,63227,632	$752,696	—	—
49	Thrivent Financial for Lutherans	25,27125,271	$688,000	—	ADD 24%
50	WT Wealth Management	24,53124,531	$668,224	—	—
51	Advisory Services Network, LLC	23,75723,757	$647,129	—	—
52	WESTBOURNE INVESTMENTS, INC.	22,21622,216	$605,164	—	ADD 6%
53	Quantinno Capital Management LP	21,26521,265	$579,259	—	ADD 47%
54	Advisor Resource Council	20,23020,230	$551,065	—	ADD 5%
55	KESTRA PRIVATE WEALTH SERVICES, LLC	19,87219,872	$541,320	—	—
56	Cerity Partners LLC	19,82519,825	$540,033	—	NEW
57	HighTower Advisors, LLC	17,63817,638	$480,463	—	ADD 17%
58	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17,60017,600	$479,424	—	NEW
59	Brookwood Investment Group LLC	17,34217,342	$472,396	—	NEW
60	COMMONWEALTH EQUITY SERVICES, LLC	16,68716,687	$454,550	—	ADD 5%
61	BANK OF MONTREAL /CAN/	15,79115,791	$430,147	—	ADD 28%
62	Steward Partners Investment Advisory, LLC	13,73813,738	$374,223	—	ADD 527%
63	Matrix Trust Co	13,23913,239	$361,000	—	NEW
64	Wallace Advisory Group, LLC	12,40112,401	$337,803	—	NEW
65	SIMPLEX TRADING, LLC	12,25412,254	$333,798	—	NEW
66	Sharp Wealth Advisory, LLC	12,25012,250	$333,690	—	TRIM -31%
67	Private Advisor Group, LLC	12,04212,042	$328,024	—	NEW
68	RICHARDS, MERRILL & PETERSON, INC.	10,75010,750	$292,830	—	—
69	Envision Financial Transparency, LLC	10,06110,061	$274,000	—	NEW
70	INDEPENDENT FINANCIAL GROUP, LLC	9,3759,375	$255,367	—	NEW
71	Ausdal Financial Partners, Inc.	9,0739,073	$247,154	—	TRIM -3%
72	K.J. Harrison & Partners Inc	8,7828,782	$239,222	—	NEW
73	IFP Advisors, Inc	8,7008,700	$236,988	—	ADD 98%
74	Financial Network Wealth Advisors LLC	7,7617,761	$211,410	—	NEW
75	MISSION WEALTH MANAGEMENT, LP	7,6007,600	$207,024	—	NEW
76	NBC SECURITIES, INC.	3,5953,595	$97,927	—	—
77	HARBOUR INVESTMENTS, INC.	2,7432,743	$74,719	—	NEW
78	Blue Trust, Inc.	1,9841,984	$54,044	—	TRIM -9%
79	Legacy Wealth Managment, LLC/ID	1,5161,516	$41,296	—	NEW
80	WELLS FARGO & COMPANY/MN	1,4541,454	$39,608	—	ADD 288%
81	CWM, LLC	1,1811,181	$32,170	—	NEW
82	Ares Financial Consulting, LLC	650650	$17,570	—	NEW
83	Abound Wealth Management	530530	$14,438	—	NEW
84	Geneos Wealth Management Inc.	500500	$13,620	—	TRIM -50%
85	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	429429	$11,686	—	NEW
86	JPMORGAN CHASE & CO	314314	$8,579	—	—
87	Clearstead Advisors, LLC	295295	$8,036	—	—
88	US BANCORP \DE\	250250	$6,810	—	NEW
89	EVOLUTION WEALTH MANAGEMENT INC.	214214	$5,829	—	—
90	Smartleaf Asset Management LLC	200200	$5,464	—	NEW
91	Vision Retirement, LLC	140140	$3,814	—	NEW
92	ASSETMARK, INC	103103	$2,806	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

3EDGE Asset Management, LP

—

2.2M

$61M

SMI Advisory Services, LLC

—

905K

845K

823K

841K

855K

$24M

Orion Porfolio Solutions, LLC

29K

409K

396K

376K

601K

622K

$17M

Proficio Capital Partners LLC

—

450K

$12M

Maltin Wealth Management, Inc.

—

256K

299K

306K

411K

429K

$12M

OSAIC HOLDINGS, INC.

47K

79K

227K

243K

260K

400K

$11M

Peak Financial Management, Inc.

—

234K

347K

366K

377K

$10M

RAYMOND JAMES FINANCIAL INC

—

12K

313K

365K

$10M

Empirical Asset Management, LLC

—

161K

212K

356K

$10M

MORGAN STANLEY

334K

$9M

ABLE Financial Group, LLC

—

95K

97K

112K

219K

$6M

BKM Wealth Management, LLC

—

226K

184K

173K

$5M

WESCAP Management Group, Inc.

—

170K

$5M

Midwest Professional Planners, LTD.

—

71K

134K

151K

$4M

Cambridge Investment Research Advisors, Inc.

—

15K

30K

134K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	92	9,716,285	—	$265M
2025-Q4	58	4,850,018	—	$108M
2025-Q3	51	3,897,506	—	$89M
2025-Q2	38	2,969,699	—	$64M
2025-Q1	28	2,609,834	—	$54M
2024-Q4	17	659,479	—	$13M
2024-Q3	13	564,593	—	$11M
2024-Q2	16	643,115	—	$12M
2024-Q1	14	329,483	—	$6M
2023-Q4	17	346,020	—	$6M

Short interest has its own tab now — open SI →

SDCI☆

Institutional ownership· 13F filers holding SDCI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SDCI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SDCI