SDSI Institutional Ownership
American Century Short Duration Strategic Income ETF
1W: -0.0%
1M: -0.8%
3M: -1.4%
YTD: -1.6%
1Y: -0.8%
3Y: +13.9%
$50.55
-0.02 (-0.03%)
Weekly Expected Move ±0.3%
$50
$50
$51
$51
$51
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — SDSI
45
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
185M
Total Invested
10
New Positions
19
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | 1,645,494 | $83M | +168,700 | +11.4% | 15Q | SEC ↗ |
| 2 | Legacy Financial Strategies, LLC | 330,104 | $17M | +325,389 | +6901.1% | 2Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 326,523 | $17M | +86,469 | +36.0% | 3Q | SEC ↗ |
| 4 | Round Rock Advisors LLC | 324,038 | $16M | +36,516 | +12.7% | 4Q | SEC ↗ |
| 5 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 113,854 | $6M | +32,297 | +39.6% | 6Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 101,149 | $5M | -8,790 | -8.0% | 7Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 92,083 | $5M | -4,709 | -4.9% | 10Q | SEC ↗ |
| 8 | Networth Advisors, LLC NEW | 74,529 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Nova Wealth Management, Inc. | 65,882 | $3M | +47,358 | +255.7% | 5Q | SEC ↗ |
| 10 | IFP Advisors, Inc | 63,809 | $3M | +4,876 | +8.3% | 9Q | SEC ↗ |
| 11 | Clearview Wealth Management LLC | 52,155 | $3M | -2,433 | -4.5% | 2Q | SEC ↗ |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | 47,278 | $2M | +32,905 | +228.9% | 3Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 45,448 | $2M | +230 | +0.5% | 4Q | SEC ↗ |
| 14 | Core Wealth Advisors, Inc. | 36,247 | $2M | +7,903 | +27.9% | 4Q | SEC ↗ |
| 15 | AE Wealth Management LLC | 35,240 | $2M | +34,326 | +3755.6% | 2Q | SEC ↗ |
| 16 | Joseph P. Lucia & Associates, LLC | 31,412 | $2M | +5,124 | +19.5% | 7Q | SEC ↗ |
| 17 | Investment Advisory Group, LLC | 29,000 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 24,486 | $1M | -237 | -1.0% | 4Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 20,010 | $1M | -707 | -3.4% | 9Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 17,186 | $869K | +3,641 | +26.9% | 13Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 16,739 | $846K | +10,304 | +160.1% | 5Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 16,581 | $838K | +5,703 | +52.4% | 2Q | SEC ↗ |
| 23 | Medallion Wealth Advisors, LLC | 13,750 | $695K | -400 | -2.8% | 7Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 10,157 | $513K | -1,108 | -9.8% | 7Q | SEC ↗ |
| 25 | REDW Wealth LLC NEW | 9,949 | $503K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Beacon Financial Advisory LLC | 9,103 | $460K | +4,608 | +102.5% | 2Q | SEC ↗ |
| 27 | Tandem Financial, LLC | 7,644 | $386K | +706 | +10.2% | 2Q | SEC ↗ |
| 28 | Peak Planning Group, LLC | 7,449 | $377K | -3,028 | -28.9% | 3Q | SEC ↗ |
| 29 | Weaver Consulting Group | 7,316 | $370K | -1,000 | -12.0% | 13Q | SEC ↗ |
| 30 | Farther Finance Advisors, LLC | 5,833 | $295K | -13,614 | -70.0% | 2Q | SEC ↗ |
| 31 | U.S. Capital Wealth Advisors, LLC | 5,692 | $288K | — | +0.0% | 7Q | SEC ↗ |
| 32 | Arax Advisory Partners NEW | 5,402 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Summit Financial, LLC | 5,350 | $270K | -1,661 | -23.7% | 4Q | SEC ↗ |
| 34 | TRUIST FINANCIAL CORP NEW | 5,000 | $253K | — | +0.0% | 1Q | SEC ↗ |
| 35 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,434 | $224K | — | +0.0% | 2Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 2,467 | $125K | -27,190 | -91.7% | 12Q | SEC ↗ |
| 37 | PNC Financial Services Group, Inc. NEW | 2,228 | $113K | — | +0.0% | 1Q | SEC ↗ |
| 38 | MORGAN STANLEY | 587 | $30K | +1 | +0.2% | 3Q | SEC ↗ |
| 39 | Lloyd Advisory Services, LLC. NEW | 418 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 40 | UBS Group AG NEW | 200 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Allied Private Wealth LLC NEW | 120 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 42 | JNBA Financial Advisors | 107 | $5K | +2 | +1.9% | 4Q | SEC ↗ |
| 43 | Kingdom Financial Group LLC. NEW | 106 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Quest 10 Wealth Builders, Inc. NEW | 91 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Steward Partners Investment Advisory, | 0 | $0K | -7,529 | -100.0% | 2Q | SEC ↗ |
| 46 | Ascentis Independent Advisors | 0 | $0K | -14 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Networth Advisors, LLC | 74,529 | $4M |
| REDW Wealth LLC | 9,949 | $503K |
| Arax Advisory Partners | 5,402 | $273K |
| TRUIST FINANCIAL CORP | 5,000 | $253K |
| PNC Financial Services Group, Inc. | 2,228 | $113K |
| Lloyd Advisory Services, LLC. | 418 | $21K |
| UBS Group AG | 200 | $10K |
| Allied Private Wealth LLC | 120 | $6K |
| Kingdom Financial Group LLC. | 106 | $5K |
| Quest 10 Wealth Builders, Inc. | 91 | $5K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Steward Partners Investment Advisor | 7,529 | $381K |
| Ascentis Independent Advisors | 14 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Legacy Financial Strategies, LLC | +325,389 | +6901.1% | 330,104 |
| AMERICAN CENTURY COMPANIES INC | +168,700 | +11.4% | 1,645,494 |
| RAYMOND JAMES FINANCIAL INC | +86,469 | +36.0% | 326,523 |
| Nova Wealth Management, Inc. | +47,358 | +255.7% | 65,882 |
| Round Rock Advisors LLC | +36,516 | +12.7% | 324,038 |
| AE Wealth Management LLC | +34,326 | +3755.6% | 35,240 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +32,905 | +228.9% | 47,278 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | +32,297 | +39.6% | 113,854 |
| CITADEL ADVISORS LLC | +10,304 | +160.1% | 16,739 |
| Core Wealth Advisors, Inc. | +7,903 | +27.9% | 36,247 |
| NewEdge Advisors, LLC | +5,703 | +52.4% | 16,581 |
| Joseph P. Lucia & Associates, LLC | +5,124 | +19.5% | 31,412 |
| IFP Advisors, Inc | +4,876 | +8.3% | 63,809 |
| Beacon Financial Advisory LLC | +4,608 | +102.5% | 9,103 |
| Cambridge Investment Research Advis | +3,641 | +26.9% | 17,186 |
| Tandem Financial, LLC | +706 | +10.2% | 7,644 |
| GOLDMAN SACHS GROUP INC | +230 | +0.5% | 45,448 |
| JNBA Financial Advisors | +2 | +1.9% | 107 |
| MORGAN STANLEY | +1 | +0.2% | 587 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -27,190 | -91.7% | 2,467 |
| Farther Finance Advisors, LLC | -13,614 | -70.0% | 5,833 |
| HighTower Advisors, LLC | -8,790 | -8.0% | 101,149 |
| ENVESTNET ASSET MANAGEMENT INC | -4,709 | -4.9% | 92,083 |
| Peak Planning Group, LLC | -3,028 | -28.9% | 7,449 |
| Clearview Wealth Management LLC | -2,433 | -4.5% | 52,155 |
| Summit Financial, LLC | -1,661 | -23.7% | 5,350 |
| Kestra Advisory Services, LLC | -1,108 | -9.8% | 10,157 |
| Weaver Consulting Group | -1,000 | -12.0% | 7,316 |
| JANE STREET GROUP, LLC | -707 | -3.4% | 20,010 |
| Medallion Wealth Advisors, LLC | -400 | -2.8% | 13,750 |
| Rockefeller Capital Management L.P. | -237 | -1.0% | 24,486 |