AMER CENT SH DUR STRAT INC (SDSI) Institutional Ownership Changes & 13F Activity
AMER CENT SH DUR STRAT INC (SDSI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include American Century Companies Inc, Raymond James Financial Inc, Round Rock Advisors Llc, Kestra Private Wealth Services, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +10,304 | +160.1% | 16,739 | $859.55K | Q2 2026 | Sep 02, 2026 |
| Raymond James Financial Inc | Buy | +86,469 | +36.0% | 326,523 | $16.77M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -27,190 | -91.7% | 2,467 | $126.68K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +7,600 | +123.6% | 13,750 | $706.06K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -707 | -3.4% | 20,010 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Buy | +706 | +10.2% | 7,644 | $392.52K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +230 | +0.5% | 45,448 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -237 | -1.0% | 24,486 | $1.26M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +200 | — | 200 | $10.27K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +0.2% | 587 | $30.14K | Q2 2026 | Aug 13, 2026 |
| American Century Companies Inc | Buy | +168,700 | +11.4% | 1,645,494 | $84.50M | Q2 2026 | Aug 12, 2026 |
| Round Rock Advisors Llc | Buy | +36,516 | +12.7% | 324,038 | $16.64M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +5,703 | +52.4% | 16,581 | $851.45K | Q2 2026 | Aug 12, 2026 |
| Peak Planning Group, Llc | Sell | -3,028 | -28.9% | 7,449 | $382.50K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -1,661 | -23.7% | 5,350 | $274.70K | Q2 2026 | Aug 12, 2026 |
| Core Wealth Advisors, Inc. | Buy | +7,903 | +27.9% | 36,247 | $1.86M | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +5,402 | — | 5,402 | $277.39K | Q2 2026 | Aug 10, 2026 |
| Joseph P. Lucia & Associates, Llc | Buy | +5,124 | +19.5% | 31,412 | $1.61M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +2,228 | — | 2,228 | $114.42K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +418 | — | 418 | $21.46K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +106 | — | 106 | $5.44K | Q2 2026 | Aug 07, 2026 |
| Beacon Financial Advisory Llc | Buy | +4,608 | +102.5% | 9,103 | $467.44K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -4,709 | -4.9% | 92,083 | $4.73M | Q2 2026 | Aug 03, 2026 |
| Redw Wealth Llc | Buy | +9,949 | — | 9,949 | $510.88K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +3,641 | +26.9% | 17,186 | $882.00 | Q2 2026 | Jul 30, 2026 |
| Weaver Consulting Group | Sell | -1,000 | -12.0% | 7,316 | $375.68K | Q2 2026 | Jul 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +32,905 | +228.9% | 47,278 | $2.43M | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Buy | +5,000 | — | 5,000 | $257.00K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -1,108 | -9.8% | 10,157 | $521.55K | Q2 2026 | Jul 28, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +91 | — | 91 | $4.67K | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about SDSI activity
Which institutional owners are buying SDSI?
Institutional owners buying SDSI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SDSI activity?
"Buy" means an investor increased their reported position in SDSI compared to the prior reporting period. This reflects growing exposure to AMER CENT SH DUR STRAT INC (SDSI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SDSI increasing?
Institutional interest in SDSI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.