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Disclosery

SDSI AMERICAN CENTY ETF TR

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SHORT DURTN STRG (fund)

42 managers (43 13F filers) reported a position in SDSI shares at 2026-06-30, 3,606,958 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
42
13F filers
43
New
9
Added
19
Reduced
12
Sold out
2
Shares held by filers
3,606,958

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,645,494$84.5M0.04%+168,70013F-HRTimelineGroup
Legacy Financial Strategies, LLC330,104$17M2.63%+325,38913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC326,523$16.8M<0.01%+86,46913F-HRTimelineGroup
Round Rock Advisors LLC324,038$16.6M2.14%+36,51613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC113,854$5.85M0.87%+32,29713F-HRTimeline
HighTower Advisors, LLC101,149$5.19M<0.01%-8,79013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,083$4.73M<0.01%-4,70913F-HRTimelineGroup
Networth Advisors, LLC74,529$3.83M2.22%new13F-HRTimeline
Nova Wealth Management, Inc.65,882$3.38M1.87%+47,35813F-HRTimeline
IFP Advisors, Inc63,809$3.28M0.06%+4,87613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding57,435$2.95M+31,797Timeline
Clearview Wealth Management LLC52,155$2.68M1.72%-2,43313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,448$2.33M<0.01%+23013F-HRTimelineGroup
Core Wealth Advisors, Inc.36,247$1.86M0.37%+7,90313F-HRTimeline
AE Wealth Management LLC35,240$1.81M0.01%+34,32613F-HRTimeline
Joseph P. Lucia & Associates, LLC31,412$1.61M0.49%+5,12413F-HRTimeline
Investment Advisory Group, LLC29,000$1.49M0.32%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,486$1.26M<0.01%-23713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,010$1.03M<0.01%-70713F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,186$882K<0.01%+3,64113F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,739$860K<0.01%+10,30413F-HRTimelineGroup
NewEdge Advisors, LLC16,581$851K<0.01%+5,70313F-HRTimeline
Medallion Wealth Advisors, LLC13,750$706K0.22%-40013F-HRTimeline
REDW Wealth LLC9,949$511K0.18%new13F-HRTimeline
Beacon Financial Advisory LLC9,103$467K0.09%+4,60813F-HRTimeline
Tandem Financial, LLC7,644$393K0.13%+70613F-HRTimeline
Peak Planning Group, LLC7,449$382K0.09%-3,02813F-HRTimeline
Weaver Consulting Group7,316$376K0.08%-1,00013F-HRTimeline
Farther Finance Advisors, LLC5,833$300K<0.01%-13,61413F-HRTimeline
Arax Advisory Partners5,402$277K<0.01%new13F-HRTimeline
Summit Financial, LLC5,350$275K<0.01%-1,66113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,000$257K<0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,434$228K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,467$127K<0.01%-27,19013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,228$114K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY587$30.1K<0.01%+113F-HRTimelineGroup
Lloyd Advisory Services, LLC.418$21.5K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG200$10.3K<0.01%new13F-HRTimelineGroup
Allied Private Wealth LLC120$6.13K<0.01%13F-HRTimeline
JNBA Financial Advisors107$5.48K<0.01%+213F-HRTimeline
Kingdom Financial Group LLC.106$5.44K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.91$4.67K<0.01%new13F-HRTimeline