SDHY — Institutional owners (13F)

60 filers · $167.8M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $23,860,238 1,455,778 14.22% Shares
Atlas Wealth LLC $18,475,791 1,127,260 11.01% Shares
1607 Capital Partners, LLC $16,048,596 979,170 9.56% Shares
Focus Partners Wealth $12,258,131 747,903 7.31% Shares
Allspring Global Investments Holdings, LLC $10,087,799 615,485 6.01% Shares
WELLS FARGO & COMPANY/MN $9,077,577 553,848 5.41% Shares
UBS Group AG $8,856,205 540,342 5.28% Shares
Pathstone Holdings, LLC $8,030,381 489,956 4.79% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $7,409,886 452,098 4.42% Shares
Advisors Asset Management, Inc. $6,921,847 420,781 4.13% Shares
Almitas Capital LLC $5,977,007 364,674 3.56% Shares
Invesco Ltd. $4,818,545 293,993 2.87% Shares
RAYMOND JAMES FINANCIAL INC $3,335,939 203,535 1.99% Shares
ENVESTNET ASSET MANAGEMENT INC $2,931,506 178,859 1.75% Shares
RIVERBRIDGE PARTNERS LLC $2,699,661 164,714 1.61% Shares
Thomas J. Herzfeld Advisors, Inc. $2,264,574 138,168 1.35% Shares
LPL Financial LLC $2,024,667 123,531 1.21% Shares
AHL INVESTMENT MANAGEMENT, INC. $2,016,733 120,618 1.20% Shares
ROYAL BANK OF CANADA $1,901,000 115,980 1.13% Shares
Apollon Financial, LLC $1,862,362 113,628 1.11% Shares
OSAIC HOLDINGS, INC. $1,738,413 106,066 1.04% Shares
Closed-End Fund Advisors, Inc. $1,594,632 97,293 0.95% Shares
Logan Stone Capital, LLC $1,559,771 95,166 0.93% Shares
Carnegie Investment Counsel $1,487,671 90,767 0.89% Shares
Secure Asset Management, LLC $1,476,280 90,072 0.88% Shares
Aviance Capital Partners, LLC $1,363,143 83,169 0.81% Shares
EVOLVE PRIVATE WEALTH, LLC $1,162,051 70,900 0.69% Shares
OPPENHEIMER & CO INC $964,814 58,866 0.57% Shares
Shaker Financial Services, LLC $899,500 54,881 0.54% Shares
QUANTIFY CHAOS ADVISORS, LLC $736,598 44,942 0.44% Shares
Rockefeller Capital Management L.P. $597,409 36,449 0.36% Shares
RFG Advisory, LLC $455,978 27,820 0.27% Shares
Noble Wealth Management PBC $436,888 28,686 0.26% Shares
Catalina Capital Group, LLC $406,379 25,367 0.24% Shares
CHOREO, LLC $347,911 21,227 0.21% Shares
Steward Partners Investment Advisory, LLC $318,245 19,417 0.19% Shares
TWIN PEAKS WEALTH ADVISORS, LLC $282,107 17,212 0.17% Shares
Kestra Advisory Services, LLC $256,707 15,662 0.15% Shares
Balyasny Asset Management L.P. $206,662 12,609 0.12% Shares
STIFEL FINANCIAL CORP $200,876 12,256 0.12% Shares
CITADEL ADVISORS LLC $194,123 11,844 0.12% Shares
IFP Advisors, Inc $69,231 4,224 0.04% Shares
Pioneer Family Office, LLC $49,908 3,045 0.03% Shares
Clear Street Group Inc. $26,912 1,642 0.02% Shares
Global Retirement Partners, LLC $25,896 1,580 0.02% Shares
SIT INVESTMENT ASSOCIATES INC $14,219 867,536 0.01% Shares
COMERICA BANK $13,879 844 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $9,654 589 0.01% Shares
Y.D. More Investments Ltd $8,405 97 0.01% Shares
Tower Research Capital LLC (TRC) $6,605 403 0.00% Shares
Farther Finance Advisors, LLC $5,376 328 0.00% Shares
FIFTH THIRD BANCORP $4,990 304 0.00% Shares
COHEN & STEERS, INC. $4,465 272,450 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $4,092 252 0.00% Shares
WPG Advisers, LLC $3,655 223 0.00% Shares
Migdal Insurance & Financial Holdings Ltd. $3,212 196 0.00% Shares
HAZLETT, BURT & WATSON, INC. $2,787 170,370 0.00% Shares
CWM, LLC $1,250 78 0.00% Shares
Janney Montgomery Scott LLC $604 36,864 0.00% Shares
Cambridge Investment Research Advisors, Inc. $322 19,637 0.00% Shares