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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,304+160.1%16,739$859.55KQ2 2026Sep 02, 2026
Raymond James Financial IncBuy+86,469+36.0%326,523$16.77MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-27,190-91.7%2,467$126.68KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+7,600+123.6%13,750$706.06KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-707-3.4%20,010$1.03MQ2 2026Aug 14, 2026
Tandem Financial, LlcBuy+706+10.2%7,644$392.52KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+230+0.5%45,448$2.33MQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Sell-237-1.0%24,486$1.26MQ2 2026Aug 13, 2026
Ubs Group AgBuy+200200$10.27KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+0.2%587$30.14KQ2 2026Aug 13, 2026
American Century Companies IncBuy+168,700+11.4%1,645,494$84.50MQ2 2026Aug 12, 2026
Round Rock Advisors LlcBuy+36,516+12.7%324,038$16.64MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+5,703+52.4%16,581$851.45KQ2 2026Aug 12, 2026
Peak Planning Group, LlcSell-3,028-28.9%7,449$382.50KQ2 2026Aug 12, 2026
Summit Financial, LlcSell-1,661-23.7%5,350$274.70KQ2 2026Aug 12, 2026
Core Wealth Advisors, Inc.Buy+7,903+27.9%36,247$1.86MQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+5,4025,402$277.39KQ2 2026Aug 10, 2026
Joseph P. Lucia & Associates, LlcBuy+5,124+19.5%31,412$1.61MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+2,2282,228$114.42KQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+418418$21.46KQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+106106$5.44KQ2 2026Aug 07, 2026
Beacon Financial Advisory LlcBuy+4,608+102.5%9,103$467.44KQ2 2026Aug 05, 2026
Envestnet Asset Management IncSell-4,709-4.9%92,083$4.73MQ2 2026Aug 03, 2026
Redw Wealth LlcBuy+9,9499,949$510.88KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+3,641+26.9%17,186$882.00Q2 2026Jul 30, 2026
Weaver Consulting GroupSell-1,000-12.0%7,316$375.68KQ2 2026Jul 29, 2026
Kestra Private Wealth Services, LlcBuy+32,905+228.9%47,278$2.43MQ2 2026Jul 28, 2026
Truist Financial CorpBuy+5,0005,000$257.00KQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcSell-1,108-9.8%10,157$521.55KQ2 2026Jul 28, 2026
Quest 10 Wealth Builders, Inc.Buy+9191$4.67KQ2 2026Jul 24, 2026
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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.