SDSI Institutional Ownership & Shareholders
AMER CENT SH DUR STRAT INC (SDSI) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $192.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
American Century Companies Inc is currently the largest disclosed institutional shareholder of SDSI tracked by InsiderSet, reporting ownership valued at approximately $84.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $83.40M, representing an estimated loss of -1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed SDSI value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Legacy Financial Strategies, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in AMER CENT SH DUR STRAT INC (SDSI).
This page ranks the largest institutional SDSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$192.65M
Largest Holder
American Century Companies Inc
Largest Position
$84.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.04% | 1,645,494 | $84,496,117 | $83,401,863 | -$1,094,254 | -1.30% | |
| Legacy Financial Strategies, Llc | 2.79% | 339,439 | $17,155,233 | $17,204,466 | +$49,233 | +0.29% | |
| Raymond James Financial Inc | 0.00% | 326,523 | $16,766,957 | $16,549,818 | -$217,139 | -1.30% | |
| Round Rock Advisors Llc | 2.14% | 324,038 | $16,639,351 | $16,423,866 | -$215,485 | -1.30% | |
| Simplicity Wealth,Llc | 0.29% | 194,775 | $9,843,929 | $9,872,171 | +$28,242 | +0.29% | |
| Kestra Private Wealth Services, Llc | 0.06% | 103,021 | $5,206,698 | $5,221,619 | +$14,921 | +0.29% | |
| Prevail Innovative Wealth Advisors, Llc | 0.61% | 94,312 | $4,758,069 | $4,780,204 | +$22,135 | +0.47% | |
| Envestnet Asset Management Inc | 0.00% | 92,083 | $4,728,470 | $4,667,227 | -$61,243 | -1.30% | |
| Ifp Advisors, Inc | 0.07% | 83,015 | $4,195,578 | $4,207,615 | +$12,037 | +0.29% | |
| Networth Advisors, Llc | 2.22% | 74,529 | $3,827,064 | $3,777,502 | -$49,562 | -1.30% | |
| Nova Wealth Management, Inc. | 1.87% | 65,882 | $3,383,064 | $3,339,229 | -$43,835 | -1.30% | |
| Clearview Wealth Management Llc | 2.11% | 55,586 | $2,809,314 | $2,817,376 | +$8,062 | +0.29% | |
| Goldman Sachs Group Inc | 0.00% | 45,448 | $2,333,755 | $2,303,532 | -$30,223 | -1.30% | |
| Redw Wealth Llc | 0.73% | 39,678 | $2,005,326 | $2,011,079 | +$5,753 | +0.29% | |
| Core Wealth Advisors, Inc. | 0.37% | 36,247 | $1,861,284 | $1,837,179 | -$24,105 | -1.30% | |
| Investment Advisory Group, Llc | 0.32% | 29,000 | $1,489,150 | $1,469,865 | -$19,285 | -1.30% | |
| Joseph P. Lucia & Associates, Llc | 0.42% | 28,810 | $1,456,057 | $1,460,235 | +$4,178 | +0.29% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,486 | $1,257,356 | $1,241,073 | -$16,283 | -1.30% | |
| Jane Street Group, Llc | 0.00% | 20,010 | $1,027,514 | $1,014,207 | -$13,307 | -1.30% | |
| Citadel Advisors Llc | 0.00% | 16,739 | $859,548 | $848,416 | -$11,132 | -1.30% | |
| Newedge Advisors, Llc | 0.00% | 16,581 | $851,448 | $840,408 | -$11,040 | -1.30% | |
| Medallion Wealth Advisors, Llc | 0.22% | 13,750 | $706,062 | $696,919 | -$9,143 | -1.29% | |
| Beacon Financial Advisory Llc | 0.12% | 12,360 | $624,691 | $626,467 | +$1,776 | +0.28% | |
| Apollon Wealth Management, Llc | 0.01% | 11,466 | $579,492 | $581,154 | +$1,662 | +0.29% | |
| Kestra Advisory Services, Llc | 0.00% | 9,222 | $466,103 | $467,417 | +$1,314 | +0.28% | |
| Tandem Financial, Llc | 0.13% | 7,644 | $392,520 | $387,436 | -$5,084 | -1.30% | |
| Peak Planning Group, Llc | 0.09% | 7,449 | $382,498 | $377,553 | -$4,945 | -1.29% | |
| Weaver Consulting Group | 0.07% | 7,316 | $369,751 | $370,811 | +$1,060 | +0.29% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 5,692 | $291,937 | $288,499 | -$3,438 | -1.18% | |
| Arax Advisory Partners | 0.00% | 5,402 | $277,393 | $273,800 | -$3,593 | -1.30% | |
| Summit Financial, Llc | 0.00% | 5,350 | $274,702 | $271,165 | -$3,537 | -1.29% | |
| Creative Planning | 0.00% | 5,345 | $270,136 | $270,911 | +$775 | +0.29% | |
| Farther Finance Advisors, Llc | 0.00% | 5,291 | $267,407 | $268,174 | +$767 | +0.29% | |
| Truist Financial Corp | 0.00% | 5,058 | $255,656 | $256,365 | +$709 | +0.28% | |
| Nations Financial Group Inc | 0.01% | 4,434 | $227,686 | $224,737 | -$2,949 | -1.30% | |
| Osaic Holdings, Inc. | 0.00% | 2,467 | $126,680 | $125,040 | -$1,640 | -1.29% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,228 | $114,416 | $112,926 | -$1,490 | -1.30% | |
| Morgan Stanley | 0.00% | 587 | $30,143 | $29,752 | -$391 | -1.30% | |
| Lloyd Advisory Services, Llc. | 0.01% | 343 | $17,350 | $17,385 | +$35 | +0.20% | |
| Ubs Group Ag | 0.00% | 200 | $10,270 | $10,137 | -$133 | -1.30% | |
| Jnba Financial Advisors | 0.00% | 107 | $5,477 | $5,423 | -$54 | -0.98% | |
| Kingdom Financial Group Llc. | 0.00% | 106 | $5,443 | $5,373 | -$70 | -1.29% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 91 | $4,599 | $4,612 | +$13 | +0.29% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,086 | $864 | $866,004 | +$865,140 | +100131.93% |
Frequently asked questions about SDSI
Who are the largest institutional holders of SDSI?
The largest institutional holders of SDSI reported in the latest SEC Form 13F filings include American Century Companies Inc, Legacy Financial Strategies, Llc, Raymond James Financial Inc, Round Rock Advisors Llc, and Simplicity Wealth,Llc. InsiderSet ranks institutional holders by their latest reported SDSI position.
What is SDSI institutional ownership?
This page tracks SDSI positions reported by institutional investment managers through SEC Form 13F. AMER CENT SH DUR STRAT INC (SDSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDSI?
InsiderSet currently tracks 44 institutional managers reporting SDSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDSI shareholders.
How much SDSI stock do institutions own?
Institutional investment managers disclosed approximately $192.65M in SDSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDSI institutional ownership last updated?
The latest SDSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SDSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDSI position after the reporting date.
Are institutions buying or selling SDSI?
Institutional buying and selling can be analyzed by comparing SDSI positions across consecutive 13F reporting periods. InsiderSet's SDSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDSI ownership changes.
How has SDSI institutional ownership changed over time?
InsiderSet tracks SDSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.