AI Holders Summary · Q4 2025

58 institutions reported SDHC in Q4 2025. Conifer Management, L.L.C. leads at 24.1% 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

$24M1.4M3.98%Q4 2025 02

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$17M1.3M0.05%Q1 2026 03

BECK MACK & OLIVER LLC

CIK 0000010742

$11M851K0.22%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$10M759K0.00%Q1 2026 05

WASATCH ADVISORS LP

CIK 0000814133

$8M531K0.05%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$5M397K0.00%Q1 2026 07

First Eagle Investment Management, LLC

CIK 0001325447

$5M385K0.01%Q1 2026 08

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$4M322K0.00%Q1 2026 09

FEDERATED HERMES, INC.

CIK 0001056288

$3M259K0.01%Q1 2026 10

GILDER GAGNON HOWE & CO LLC

CIK 0000902464

$2M183K0.03%Q1 2026 11

BlackRock, Inc.

CIK 0002012383

$2M160K0.00%Q1 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M125K0.00%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M108K0.00%Q1 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M82K0.00%Q1 2026 15

Covey Capital Advisors, LLC

CIK 0001568891

$705K36K0.76%Q2 2025 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$687K54K0.00%Q1 2026 17

SEI INVESTMENTS CO

CIK 0000350894

$679K53K0.00%Q1 2026 18

UBS Group AG

CIK 0001610520

$618K48K0.00%Q1 2026 19

D. E. Shaw & Co., Inc.

CIK 0001009207

$558K33K0.00%Q4 2025 20

STATE STREET CORP

CIK 0000093751

$552K43K0.00%Q1 2026

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