AMER CENT SH DUR STRAT INC (SDSI) Institutional Shareholders
AMER CENT SH DUR STRAT INC (SDSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $177.62M in SDSI holdings during the latest filing period.
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 $83.41M, representing an estimated loss of -1.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% 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
41
Total Reported Value
$177.62M
Largest Holder
American Century Companies Inc
Largest Position
$84.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $83,409,926 | -$1,086,191 | -1.29% | |
| Legacy Financial Strategies, Llc | 2.63% | 330,104 | $16,950,833 | $16,732,939 | -$217,894 | -1.29% | |
| Raymond James Financial Inc | 0.00% | 326,523 | $16,766,957 | $16,551,418 | -$215,539 | -1.29% | |
| Round Rock Advisors Llc | 2.14% | 324,038 | $16,639,351 | $16,425,454 | -$213,897 | -1.29% | |
| Prevail Innovative Wealth Advisors, Llc | 0.87% | 113,854 | $5,846,403 | $5,771,248 | -$75,155 | -1.29% | |
| Envestnet Asset Management Inc | 0.00% | 92,083 | $4,728,470 | $4,667,678 | -$60,792 | -1.29% | |
| Networth Advisors, Llc | 2.22% | 74,529 | $3,827,064 | $3,777,868 | -$49,196 | -1.29% | |
| Nova Wealth Management, Inc. | 1.87% | 65,882 | $3,383,064 | $3,339,552 | -$43,512 | -1.29% | |
| Ifp Advisors, Inc | 0.06% | 63,809 | $3,276,592 | $3,234,472 | -$42,120 | -1.29% | |
| Clearview Wealth Management Llc | 1.72% | 52,155 | $2,678,159 | $2,643,732 | -$34,427 | -1.29% | |
| Kestra Private Wealth Services, Llc | 0.03% | 47,278 | $2,427,737 | $2,396,517 | -$31,220 | -1.29% | |
| Goldman Sachs Group Inc | 0.00% | 45,448 | $2,333,755 | $2,303,755 | -$30,000 | -1.29% | |
| Core Wealth Advisors, Inc. | 0.37% | 36,247 | $1,861,284 | $1,837,357 | -$23,927 | -1.29% | |
| Joseph P. Lucia & Associates, Llc | 0.49% | 31,412 | $1,613,006 | $1,592,271 | -$20,735 | -1.29% | |
| Investment Advisory Group, Llc | 0.32% | 29,000 | $1,489,150 | $1,470,007 | -$19,143 | -1.29% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,486 | $1,257,356 | $1,241,193 | -$16,163 | -1.29% | |
| Jane Street Group, Llc | 0.00% | 20,010 | $1,027,514 | $1,014,305 | -$13,209 | -1.29% | |
| Citadel Advisors Llc | 0.00% | 16,739 | $859,548 | $848,498 | -$11,050 | -1.29% | |
| Newedge Advisors, Llc | 0.00% | 16,581 | $851,448 | $840,489 | -$10,959 | -1.29% | |
| Medallion Wealth Advisors, Llc | 0.22% | 13,750 | $706,062 | $696,986 | -$9,076 | -1.29% | |
| Kestra Advisory Services, Llc | 0.00% | 10,157 | $521,549 | $514,857 | -$6,692 | -1.28% | |
| Redw Wealth Llc | 0.18% | 9,949 | $510,881 | $504,314 | -$6,567 | -1.29% | |
| Beacon Financial Advisory Llc | 0.09% | 9,103 | $467,439 | $461,430 | -$6,009 | -1.29% | |
| Tandem Financial, Llc | 0.13% | 7,644 | $392,520 | $387,474 | -$5,046 | -1.29% | |
| Peak Planning Group, Llc | 0.09% | 7,449 | $382,498 | $377,589 | -$4,909 | -1.28% | |
| Weaver Consulting Group | 0.08% | 7,316 | $375,677 | $370,847 | -$4,830 | -1.29% | |
| Farther Finance Advisors, Llc | 0.00% | 5,833 | $299,525 | $295,674 | -$3,851 | -1.29% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 5,692 | $291,937 | $288,527 | -$3,410 | -1.17% | |
| Arax Advisory Partners | 0.00% | 5,402 | $277,393 | $273,827 | -$3,566 | -1.29% | |
| Summit Financial, Llc | 0.00% | 5,350 | $274,702 | $271,191 | -$3,511 | -1.28% | |
| Truist Financial Corp | 0.00% | 5,000 | $257,000 | $253,450 | -$3,551 | -1.38% | |
| Nations Financial Group Inc | 0.01% | 4,434 | $227,686 | $224,759 | -$2,927 | -1.29% | |
| Osaic Holdings, Inc. | 0.00% | 2,467 | $126,680 | $125,052 | -$1,628 | -1.29% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,228 | $114,416 | $112,937 | -$1,479 | -1.29% | |
| Morgan Stanley | 0.00% | 587 | $30,143 | $29,755 | -$388 | -1.29% | |
| Lloyd Advisory Services, Llc. | 0.01% | 418 | $21,464 | $21,188 | -$276 | -1.28% | |
| Ubs Group Ag | 0.00% | 200 | $10,270 | $10,138 | -$132 | -1.29% | |
| Jnba Financial Advisors | 0.00% | 107 | $5,477 | $5,424 | -$53 | -0.97% | |
| Kingdom Financial Group Llc. | 0.00% | 106 | $5,443 | $5,373 | -$70 | -1.28% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 91 | $4,673 | $4,613 | -$60 | -1.29% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,186 | $882 | $871,157 | +$870,275 | +98670.59% |
Frequently asked questions about SDSI
Who owns the most SDSI stock?
The largest holders of SDSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMER CENT SH DUR STRAT INC (SDSI).
Is SDSI widely held by superinvestors?
Many widely followed stocks like SDSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.