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SDSI AMERICAN CENTY ETF TR

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SHORT DURTN STRG (fund)

14 managers (14 13F filers) reported a position in SDSI shares at 2025-03-31, 872,810 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
14
13F filers
14
New
1
Added
6
Reduced
5
Sold out
4
Shares held by filers
872,810

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC562,275$28.9M0.02%+113F-HRTimelineGroup
HighTower Advisors, LLC126,819$6.51M0.01%-50,62813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,336$2.74M<0.01%+8,05813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,447$1.25M<0.01%+3,02013F-HRTimelineGroup
IFP Advisors, Inc22,791$1.17M0.04%+7,44913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC20,508$1.05M0.28%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC15,668$804K0.37%+5,87913F-HRTimeline
Medallion Wealth Advisors, LLC12,620$645K0.29%+10,15013F-HRTimeline
UNIQUE WEALTH, LLC9,131$469K0.09%-5,95913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,217$370K<0.01%-29713F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,875$353K<0.01%-9,99913F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,831$299K0.01%-10013F-HRTimeline
Weaver Consulting Group5,292$272K0.08%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.