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On this page, we present all of the funds holding SDG from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SDG, with a link to that fund's top holdings. The next columns
indicate the amount of SDG stock held by each of the funds holding SDG, followed by the SDG position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 112 funds holding SDG within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC
(or by any of the other funds holding SDG), click the fund name in the "Holder" column of the funds-holding-SDG table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 CWM LLC | 379,511 | $29,871 | 03/31/2024 | | SDG | 379,511 | $29,871 | 03/31/2024 | | Jane Street Group LLC | 170,078 | $13,785 | 12/31/2023 | | SDG | 170,078 | $13,785 | 12/31/2023 | | Mission Wealth Management LP | 135,776 | $11,005 | 12/31/2023 | | SDG | 135,776 | $11,005 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 103,907 | $8,179 | 03/31/2024 | | SDG | 103,907 | $8,179 | 03/31/2024 | | Financial Gravity Asset Management Inc. | 73,663 | $5,970 | 12/31/2023 | | SDG | 73,663 | $5,970 | 12/31/2023 | | Bank of America Corp DE | 57,850 | $4,689 | 12/31/2023 | | SDG | 57,850 | $4,689 | 12/31/2023 | | Susquehanna International Group LLP | 56,114 | $4,548 | 12/31/2023 | | SDG | 56,114 | $4,548 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 55,719 | $4,386 | 03/31/2024 | | SDG | 55,719 | $4,386 | 03/31/2024 | | Commonwealth Equity Services LLC | 50,659 | $4,106 | 12/31/2023 | | SDG | 50,659 | $4,106 | 12/31/2023 | | Royal Bank of Canada | 44,001 | $3,566 | 12/31/2023 | | SDG | 44,001 | $3,566 | 12/31/2023 | | Citigroup Inc. | 40,223 | $3,260 | 12/31/2023 | | SDG | 40,223 | $3,260 | 12/31/2023 | | Advisor Group Holdings Inc. | 39,034 | $3,164 | 12/31/2023 | | SDG | 39,034 | $3,164 | 12/31/2023 | | Citadel Advisors LLC | 32,568 | $2,640 | 12/31/2023 | | SDG | 32,568 | $2,640 | 12/31/2023 | | Bank of Montreal Can | 30,681 | $2,491 | 12/31/2023 | | SDG | 30,681 | $2,491 | 12/31/2023 | | Hsbc Holdings PLC | 28,100 | $2,278 | 12/31/2023 | | SDG | 28,100 | $2,278 | 12/31/2023 | | LPL Financial LLC | 25,540 | $2,070 | 12/31/2023 | | SDG | 25,540 | $2,070 | 12/31/2023 | | Aspiriant LLC | 23,305 | $1,834 | 03/31/2024 | | SDG | 23,305 | $1,834 | 03/31/2024 | | Foster Dykema Cabot & Partners LLC | 21,654 | $1,755 | 12/31/2023 | | SDG | 21,654 | $1,755 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 20,162 | $1,634 | 12/31/2023 | | SDG | 20,162 | $1,634 | 12/31/2023 | | UBS Group AG | 19,351 | $1,568 | 12/31/2023 | | SDG | 19,351 | $1,568 | 12/31/2023 | | JPMorgan Chase & Co. | 18,632 | $1,510 | 12/31/2023 | | SDG | 18,632 | $1,510 | 12/31/2023 | | Berkshire Bank | 17,859 | $1,406 | 03/31/2024 | | SDG | 17,859 | $1,406 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 16,568 | $1,343 | 12/31/2023 | | SDG | 16,568 | $1,343 | 12/31/2023 | | Regatta Capital Group LLC | 14,418 | $1,135 | 03/31/2024 | | SDG | 14,418 | $1,135 | 03/31/2024 | | Envestnet Asset Management Inc. | 13,225 | $1,072 | 12/31/2023 | | SDG | 13,225 | $1,072 | 12/31/2023 | | Mariner LLC | 13,165 | $1,067 | 12/31/2023 | | SDG | 13,165 | $1,067 | 12/31/2023 | | Bond & Devick Financial Network Inc. | 12,772 | $1,005 | 03/31/2024 | | SDG | 12,772 | $1,005 | 03/31/2024 | | Halbert Hargrove Global Advisors LLC | 12,581 | $990 | 03/31/2024 | | SDG | 12,581 | $990 | 03/31/2024 | | Morgan Stanley | 12,170 | $986 | 12/31/2023 | | SDG | 12,170 | $986 | 12/31/2023 | | Money Design Co. Ltd. | 12,334 | $971 | 03/31/2024 | | SDG | 12,334 | $971 | 03/31/2024 | | Ameriprise Financial Inc. | 11,167 | $905 | 12/31/2023 | | SDG | 11,167 | $905 | 12/31/2023 | | Claro Advisors LLC | 10,932 | $860 | 03/31/2024 | | SDG | 10,932 | $860 | 03/31/2024 | | Janney Montgomery Scott LLC | 10,466 | $848 | 12/31/2023 | | SDG | 10,466 | $848 | 12/31/2023 | | Vontobel Holding Ltd. | 10,304 | $835 | 12/31/2023 | | SDG | 10,304 | $835 | 12/31/2023 | | Annapolis Financial Services LLC | 10,400 | $819 | 03/31/2024 | | SDG | 10,400 | $819 | 03/31/2024 | | Leonard Rickey Investment Advisors P.L.L.C. | 9,561 | $753 | 03/31/2024 | | SDG | 9,561 | $753 | 03/31/2024 | | Tolleson Wealth Management Inc. | 8,980 | $728 | 12/31/2023 | | SDG | 8,980 | $728 | 12/31/2023 | | The PNC Financial Services Group Inc. | 8,614 | $698 | 12/31/2023 | | SDG | 8,614 | $698 | 12/31/2023 | | Congress Wealth Management LLC DE | 8,583 | $676 | 03/31/2024 | | SDG | 8,583 | $676 | 03/31/2024 | | Evergreen Wealth Solutions LLC | 7,150 | $580 | 12/31/2023 | | SDG | 7,150 | $580 | 12/31/2023 | | WFA Asset Management Corp | 7,242 | $570 | 03/31/2024 | | SDG | 7,242 | $570 | 03/31/2024 | | Creative Planning | 7,034 | $570 | 12/31/2023 | | SDG | 7,034 | $570 | 12/31/2023 | | Whelan Financial | 7,155 | $563 | 03/31/2024 | | SDG | 7,155 | $563 | 03/31/2024 | | Harel Insurance Investments & Financial Services Ltd. | 6,936 | $562 | 12/31/2023 | | SDG | 6,936 | $562 | 12/31/2023 | | Richard Bernstein Advisors LLC | 6,684 | $542 | 12/31/2023 | | SDG | 6,684 | $542 | 12/31/2023 | | Advisory Services Network LLC | 6,654 | $539 | 12/31/2023 | | SDG | 6,654 | $539 | 12/31/2023 | | Ausdal Financial Partners Inc. | 6,520 | $513 | 03/31/2024 | | SDG | 6,520 | $513 | 03/31/2024 | | Tradition Wealth Management LLC | 5,933 | $481 | 12/31/2023 | | SDG | 5,933 | $481 | 12/31/2023 | | Ameritas Advisory Services LLC | 5,689 | $461 | 12/31/2023 | | SDG | 5,689 | $461 | 12/31/2023 | | US Bancorp DE | 5,630 | $456 | 12/31/2023 | | SDG | 5,630 | $456 | 12/31/2023 | | Levy Wealth Management Group LLC | 5,496 | $445 | 03/31/2024 | | SDG | 5,496 | $445 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 5,524 | $435 | 03/31/2024 | | SDG | 5,524 | $435 | 03/31/2024 | | Warren Street Wealth Advisors LLC | 5,126 | $415 | 12/31/2023 | | SDG | 5,126 | $415 | 12/31/2023 | | Cetera Advisor Networks LLC | 5,101 | $413 | 12/31/2023 | | SDG | 5,101 | $413 | 12/31/2023 | | Merriman Wealth Management LLC | 5,003 | $405 | 12/31/2023 | | SDG | 5,003 | $405 | 12/31/2023 | | Allworth Financial LP | 5,107 | $402 | 03/31/2024 | | SDG | 5,107 | $402 | 03/31/2024 | | Assetmark Inc. | 4,947 | $401 | 12/31/2023 | | SDG | 4,947 | $401 | 12/31/2023 | | Brio Consultants LLC | 4,938 | $400 | 12/31/2023 | | SDG | 4,938 | $400 | 12/31/2023 | | First Horizon Advisors Inc. | 4,678 | $368 | 03/31/2024 | | SDG | 4,678 | $368 | 03/31/2024 | | Cedar Brook Financial Partners LLC | 4,426 | $348 | 03/31/2024 | | SDG | 4,426 | $348 | 03/31/2024 | | RSM US Wealth Management LLC | 4,279 | $347 | 12/31/2023 | | SDG | 4,279 | $347 | 12/31/2023 | | Stratos Wealth Partners LTD. | 4,242 | $334 | 03/31/2024 | | SDG | 4,242 | $334 | 03/31/2024 | | KilterHowling LLC | 4,171 | $317 | 12/31/2023 | | SDG | 4,171 | $317 | 12/31/2023 | | Rathbone Brothers plc | 3,769 | $305 | 12/31/2023 | | SDG | 3,769 | $305 | 12/31/2023 | | Integrated Wealth Concepts LLC | 3,660 | $297 | 12/31/2023 | | SDG | 3,660 | $297 | 12/31/2023 | | Lido Advisors LLC | 3,568 | $289 | 12/31/2023 | | SDG | 3,568 | $289 | 12/31/2023 | | One Capital Management LLC | 3,457 | $280 | 12/31/2023 | | SDG | 3,457 | $280 | 12/31/2023 | | PFG Investments LLC | 3,500 | $275 | 03/31/2024 | | SDG | 3,500 | $275 | 03/31/2024 | | First Heartland Consultants Inc. | 3,380 | $274 | 12/31/2023 | | SDG | 3,380 | $274 | 12/31/2023 | | Kestra Advisory Services LLC | 3,384 | $274 | 12/31/2023 | | SDG | 3,384 | $274 | 12/31/2023 | | Raymond James & Associates | 3,369 | $265 | 03/31/2024 | | SDG | 3,369 | $265 | 03/31/2024 | | Oppenheimer Asset Management Inc. | 3,274 | $265 | 12/31/2023 | | SDG | 3,274 | $265 | 12/31/2023 | | Private Advisor Group LLC | 3,182 | $258 | 12/31/2023 | | SDG | 3,182 | $258 | 12/31/2023 | | Eaton Financial Holdings Company LLC | 3,244 | $255 | 03/31/2024 | | SDG | 3,244 | $255 | 03/31/2024 | | PFG Advisors | 2,721 | $221 | 12/31/2023 | | SDG | 2,721 | $221 | 12/31/2023 | | Kingsview Wealth Management LLC | 2,672 | $217 | 12/31/2023 | | SDG | 2,672 | $217 | 12/31/2023 | | Cetera Investment Advisers | 2,535 | $205 | 12/31/2023 | | SDG | 2,535 | $205 | 12/31/2023 | | Ameraudi Asset Management Inc. | 2,500 | $203 | 12/31/2023 | | SDG | 2,500 | $203 | 12/31/2023 | | Concord Wealth Partners | 1,368 | $111 | 12/31/2023 | | SDG | 1,368 | $111 | 12/31/2023 | | Tanglewood Legacy Advisors LLC | 1,400 | $110 | 03/31/2024 | | SDG | 1,400 | $110 | 03/31/2024 | | LFA Lugano Financial Advisors SA | 1,250 | $101 | 12/31/2023 | | SDG | 1,250 | $101 | 12/31/2023 | | RFP Financial Group LLC | 1,112 | $90 | 12/31/2023 | | SDG | 1,112 | $90 | 12/31/2023 | | Principal Securities Inc. | 965 | $78 | 12/31/2023 | | SDG | 965 | $78 | 12/31/2023 | | Dunhill Financial LLC | 897 | $73 | 12/31/2023 | | SDG | 897 | $73 | 12/31/2023 | | Hobbs Group Advisors LLC | 730 | $59 | 12/31/2023 | | SDG | 730 | $59 | 12/31/2023 | | Financial Perspectives Inc | 621 | $49 | 03/31/2024 | | SDG | 621 | $49 | 03/31/2024 | | Capital Analysts LLC | 516 | $42 | 12/31/2023 | | SDG | 516 | $42 | 12/31/2023 | | JTC Employer Solutions Trusteee Ltd | 508 | $40 | 03/31/2024 | | SDG | 508 | $40 | 03/31/2024 | | C M Bidwell & Associates Ltd. | 470 | $38 | 12/31/2023 | | SDG | 470 | $38 | 12/31/2023 | | Harbour Investments Inc. | 442 | $36 | 12/31/2023 | | SDG | 442 | $36 | 12/31/2023 | | Qube Research & Technologies Ltd | 349 | $28 | 12/31/2023 | | SDG | 349 | $28 | 12/31/2023 | | Mascoma Wealth Management LLC | 326 | $26 | 12/31/2023 | | SDG | 326 | $26 | 12/31/2023 | | Financial Advisory Service Inc. | 303 | $25 | 12/31/2023 | | SDG | 303 | $25 | 12/31/2023 | | FMR LLC | 299 | $24 | 12/31/2023 | | SDG | 299 | $24 | 12/31/2023 | | Proequities Inc. | 300 | $24 | 12/31/2023 | | SDG | 300 | $24 | 12/31/2023 | | Security National Bank | 250 | $20 | 03/31/2024 | | SDG | 250 | $20 | 03/31/2024 | | 4Thought Financial Group Inc. | 238 | $19 | 03/31/2024 | | SDG | 238 | $19 | 03/31/2024 | | Geneos Wealth Management Inc. | 240 | $19 | 12/31/2023 | | SDG | 240 | $19 | 12/31/2023 | | Spire Wealth Management | 178 | $14 | 03/31/2024 | | SDG | 178 | $14 | 03/31/2024 | | Tower Research Capital LLC TRC | 163 | $13 | 12/31/2023 | | SDG | 163 | $13 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 161 | $13 | 12/31/2023 | | SDG | 161 | $13 | 12/31/2023 | | Front Row Advisors LLC | 150 | $12 | 12/31/2023 | | SDG | 150 | $12 | 12/31/2023 | | Joseph Group Capital Management | 126 | $10 | 12/31/2023 | | SDG | 126 | $10 | 12/31/2023 | | National Bank of Canada FI | 113 | $9 | 12/31/2023 | | SDG | 113 | $9 | 12/31/2023 | | Financial Connections Group Inc. | 100 | $8 | 12/31/2023 | | SDG | 100 | $8 | 12/31/2023 | | Sunbelt Securities Inc. | 54 | $4 | 03/31/2024 | | SDG | 54 | $4 | 03/31/2024 | | Centerpoint Advisors LLC | 33 | $3 | 12/31/2023 | | SDG | 33 | $3 | 12/31/2023 | | Rise Advisors LLC | 31 | $2 | 03/31/2024 | | SDG | 31 | $2 | 03/31/2024 | | First Command Advisory Services Inc. | 22 | $2 | 12/31/2023 | | SDG | 22 | $2 | 12/31/2023 | | Global Retirement Partners LLC | 4 | $0 | 03/31/2024 | | SDG | 4 | $0 | 03/31/2024 | | Hexagon Capital Partners LLC | 1 | $0 | 03/31/2024 | | SDG | 1 | $0 | 03/31/2024 | | Huntington National Bank | 1 | $0 | 12/31/2023 | | SDG | 1 | $0 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 1 | $0 | 12/31/2023 | | SDG | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SDG
See Details: Top 10 Hedge Funds Holding SDG
Also See: SDG Holdings Changes
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