AI Holders Summary · Q2 2026

67 institutions reported SDHC in Q2 2026. Conifer Management, L.L.C. leads at 21.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Conifer Management, L.L.C.

CIK 0001773994

$22M1.4M3.67%Q2 2026 02

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$15M974K0.05%Q2 2026 03

BECK MACK & OLIVER LLC

CIK 0000010742

$13M835K0.25%Q2 2026 04

First Eagle Investment Management, LLC

CIK 0001325447

$13M809K0.01%Q2 2026 05

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$10M623K0.00%Q2 2026 06

WASATCH ADVISORS LP

CIK 0000814133

$8M531K0.05%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M365K0.00%Q2 2026 08

BlackRock, Inc.

CIK 0002012383

$3M209K0.00%Q2 2026 09

MARSHALL WACE, LLP

CIK 0001318757

$3M164K0.00%Q2 2026 10

GILDER GAGNON HOWE & CO LLC

CIK 0000902464

$3M161K0.03%Q2 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M118K0.00%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M103K0.00%Q2 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M82K0.00%Q1 2026 14

Trexquant Investment LP

CIK 0001633445

$878K56K0.01%Q2 2026 15

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$840K54K0.00%Q2 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$770K51K0.00%Q2 2026 17

UBS Group AG

CIK 0001610520

$740K48K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$724K47K0.00%Q2 2026 19

STATE STREET CORP

CIK 0000093751

$718K46K0.00%Q2 2026 20

Covey Capital Advisors, LLC

CIK 0001568891

$705K36K0.76%Q2 2025

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