Mega
CITADEL ADVISORS LLC
SDSI
1
$859,547
100.00%
16,739
—
+10,304
+160.1%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mega
AMERICAN CENTURY COMPANIES INC
SDSI
1
$75,743,287
8812.00%
1,476,794
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Small
Round Rock Advisors LLC
SDSI
$14,746,715
1715.64%
287,522
—
Sold Out
Shares
2026-05-15
Mega
RAYMOND JAMES FINANCIAL INC
SDSI
3
$12,312,128
1432.40%
240,054
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Large
HighTower Advisors, LLC
SDSI
$5,638,661
656.00%
109,939
—
Sold Out
Shares
2026-05-05
Mega
ENVESTNET ASSET MANAGEMENT INC
SDSI
$4,964,364
577.56%
96,792
—
Sold Out
Shares
2026-05-04
Small
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
SDSI
$4,182,976
486.65%
81,557
—
Sold Out
Shares
2026-04-30
Mid
IFP Advisors, Inc
SDSI
$3,022,614
351.65%
58,933
—
Sold Out
Shares
2026-04-13
Micro
Clearview Wealth Management LLC
SDSI
$2,799,763
325.73%
54,588
—
Sold Out
Shares
2026-05-15
Mega
GOLDMAN SACHS GROUP INC
SDSI
1
$2,319,186
269.81%
45,218
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
GOLDMAN SACHS & CO. LLC
45,218
$2,319,186
100.0%
Defined
Large
OSAIC HOLDINGS, INC.
SDSI
2
$1,521,077
176.96%
29,657
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
27,303
$1,400,343
92.1%
Defined
Osaic Advisory Services, LLC
2,354
$120,734
7.9%
Defined
Small
Investment Advisory Group, LLC
SDSI
$1,487,381
173.04%
29,000
—
Sold Out
Shares
2026-04-22
Micro
Core Wealth Advisors, Inc.
SDSI
$1,453,735
169.13%
28,344
—
Sold Out
Shares
2026-05-18
Micro
Joseph P. Lucia & Associates, LLC
SDSI
$1,348,285
156.86%
26,288
—
Sold Out
Shares
2026-05-15
Large
Rockefeller Capital Management L.P.
SDSI
1
$1,268,017
147.52%
24,723
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
24,723
$1,268,017
100.0%
Defined
Mega
JANE STREET GROUP, LLC
SDSI
1
$1,062,554
123.62%
20,717
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
20,717
$1,062,554
100.0%
Defined
Mid
Farther Finance Advisors, LLC
SDSI
$997,417
116.04%
19,447
—
Sold Out
Shares
2026-04-07
Micro
Nova Wealth Management, Inc.
SDSI
$950,077
110.53%
18,524
—
Sold Out
Shares
2026-04-14
Mid
KESTRA PRIVATE WEALTH SERVICES, LLC
SDSI
$737,176
85.76%
14,373
—
Sold Out
Shares
2026-04-20
Small
Medallion Wealth Advisors, LLC
SDSI
$725,736
84.43%
14,150
—
Sold Out
Shares
2026-04-24
Large
Cambridge Investment Research Advisors, Inc.
SDSI
$694,709
80.82%
13,545
—
Sold Out
Shares
2026-04-30
Large
Kestra Advisory Services, LLC
SDSI
$577,770
67.22%
11,265
—
Sold Out
Shares
2026-04-30
Small
Peak Planning Group, LLC
SDSI
$537,354
62.52%
10,477
—
Sold Out
Shares
2026-04-22
Small
Weaver Consulting Group
SDSI
$426,519
49.62%
8,316
—
Sold Out
Shares
2026-05-15
Large
Steward Partners Investment Advisory, LLC
SDSI
$386,154
44.93%
7,529
—
Sold Out
Shares
2026-05-08
Mid
Summit Financial, LLC
SDSI
$359,587
41.83%
7,011
—
Sold Out
Shares
2026-05-15
Small
Tandem Financial, LLC
SDSI
$355,843
41.40%
6,938
—
Sold Out
Shares
2026-05-08
Mid
U.S. Capital Wealth Advisors, LLC
SDSI
$291,936
33.96%
5,692
—
Sold Out
Shares
2026-04-07
Small
Legacy Financial Strategies, LLC
SDSI
$241,827
28.13%
4,715
—
Sold Out
Shares
2026-05-01
Small
Beacon Financial Advisory LLC
SDSI
$230,544
26.82%
4,495
—
Sold Out
Shares
2026-04-27
Mid
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
SDSI
$227,415
26.46%
4,434
—
Sold Out
Shares
2026-04-15
Large
AE Wealth Management LLC
SDSI
$46,878
5.45%
914
—
Sold Out
Shares
2026-05-13
Mega
MORGAN STANLEY
SDSI
1
$30,055
3.50%
586
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
586
$30,055
100.0%
Defined
Large
NewEdge Advisors, LLC
SDSI
$10,878
1.27%
10,878
—
Sold Out
Shares
2026-05-18
Small
JNBA Financial Advisors
SDSI
$5,385
0.63%
105
—
Sold Out
Shares
2026-04-23
Micro
Ascentis Independent Advisors
SDSI
$718
0.08%
14
—
Sold Out
Shares
2026-04-28
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