Institutional shares held 929,816
0 calls
0 puts
Total value of holdings $79.5M
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in SDG

Top Purchases

Q4 2025
Aspiriant, LLC Shares Held: 19K ($1.62M)
Q4 2025
Bond & Devick Financial Network, Inc. Shares Held: 3.17K ($271K)
Q4 2025
Wolff Wiese Magana LLC Shares Held: 16 ($1.37K)
Q3 2025
Jane Street Group, LLC Shares Held: 28.4K ($2.43M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 11K ($945K)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 10.3K ($882K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 15.1K ($1.3M)
Q4 2025
Regatta Capital Group, LLC Shares Held: 7.27K ($622K)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 5.93K ($507K)
Q4 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 6.97K ($596K)

About SDG

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