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Business Summary
Filings
Ownership
Valuation
Ownership — SDHC
Institutional Holdings
Insider Transactions
US Institutional Ownership
83.7%
Institution
Shares
Value
Ownership %
Change
Filing Date
Conifer Management, L.L.C.
1.43M
$22.0M
17.10%
--
2026-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
974.3K
$15.0M
11.63%
-366.9K
2026-06-30
BECK MACK & OLIVER LLC
835.1K
$12.0M
9.96%
-15.5K
2026-06-30
WELLINGTON MANAGEMENT GROUP LLP
622.6K
$9.0M
7.43%
-136.2K
2026-06-30
WASATCH ADVISORS LP
531.2K
$8.0M
6.34%
-55.5K
2026-06-30
First Eagle Investment Management, LLC
404.3K
$6.0M
4.82%
+19.5K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
364.9K
$5.0M
4.35%
-31.8K
2026-06-30
BlackRock, Inc.
208.9K
$3.0M
2.49%
+49.2K
2026-06-30
MARSHALL WACE, LLP
163.9K
$2.0M
1.96%
+62.0K
2026-06-30
GILDER GAGNON HOWE & CO LLC
161.3K
$2.0M
1.92%
-21.4K
2026-06-30
D. E. Shaw & Co., Inc.
143.0K
$2.0M
1.71%
+64.6K
2026-06-30
WELLS FARGO & COMPANY/MN
117.5K
$1.0M
1.40%
-7.9K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
103.1K
$1.0M
1.23%
-5.3K
2026-06-30
JANE STREET GROUP, LLC
84.7K
$1.0M
1.01%
+2.6K
2026-06-30
Trexquant Investment LP
56.5K
--
0.67%
+40.6K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
54.0K
--
0.64%
+364
2026-06-30
JPMORGAN CHASE & CO
51.4K
--
0.61%
--
2026-06-30
UBS Group AG
47.6K
--
0.57%
-647
2026-06-30
GOLDMAN SACHS GROUP INC
46.6K
--
0.56%
+15.9K
2026-06-30
STATE STREET CORP
46.2K
--
0.55%
+3.1K
2026-06-30
Quent Capital, LLC
45.0K
--
0.54%
+15.0K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
43.3K
--
0.52%
+18.0K
2026-06-30
MORGAN STANLEY
32.8K
--
0.39%
+22.5K
2026-06-30
Verition Fund Management LLC
32.0K
--
0.38%
--
2026-06-30
Squarepoint Ops LLC
31.8K
--
0.38%
+8.6K
2026-06-30
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