AMER CENT SH DUR STRAT INC SDSI
$51.40
+0.1% 52w: $49.02 – $51.42
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data49.0250.2251.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
35
+9 QoQ
13F value
$141.6M
+18.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SDSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 1.5M | $75.7M | 0.0% | +7.9% |
| Round Rock Advisors LLC | Wealth advisor | 287.5K | $14.7M | 2.3% | +20.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 240.1K | $12.3M | 0.0% | +389.2% |
| HighTower Advisors, LLC | Diversified mechanical | 109.9K | $5.6M | 0.0% | -27.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 96.8K | $5.0M | 0.0% | +4.9% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 81.6K | $4.2M | 0.7% | -1.7% |
| IFP Advisors, Inc | Wealth advisor | 58.9K | $3.0M | 0.1% | +34.1% |
| Clearview Wealth Management LLC | Wealth advisor | 54.6K | $2.8M | 2.0% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 45.2K | $2.3M | 0.0% | +144.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 29.7K | $1.5M | 0.0% | -14.5% |
| Investment Advisory Group, LLC | Wealth advisor | 29.0K | $1.5M | 0.4% | +75.8% |
| Core Wealth Advisors, Inc. | Wealth advisor | 28.3K | $1.5M | 0.3% | +143.2% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 26.3K | $1.3M | 0.5% | +0.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 24.7K | $1.3M | 0.0% | +28.2% |
| JANE STREET GROUP, LLC | Market maker | 20.7K | $1.1M | 0.0% | -51.3% |
| Farther Finance Advisors, LLC | Wealth advisor | 19.4K | $997K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 14.4K | $737K | 0.0% | +26.9% |
| Medallion Wealth Advisors, LLC | Wealth advisor | 14.2K | $726K | 0.2% | -13.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.5K | $695K | 0.0% | -12.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 11.3K | $578K | 0.0% | -19.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 10.9K | $558K | 0.0% | New |
| Peak Planning Group, LLC | Wealth advisor | 10.5K | $537K | 0.1% | +0.8% |
| Weaver Consulting Group | Wealth advisor | 8.3K | $427K | 0.1% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 7.5K | $386K | 0.0% | +205.6% |
| Summit Financial, LLC | Wealth advisor | 7.0K | $360K | 0.0% | -36.8% |
| Tandem Financial, LLC | Wealth advisor | 6.9K | $356K | 0.1% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 6.4K | $330K | 0.0% | -80.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 5.7K | $292K | 0.0% | Held |
| Legacy Financial Strategies, LLC | Wealth advisor | 4.7K | $242K | 0.0% | New |
| Beacon Financial Advisory LLC | Wealth advisor | 4.5K | $231K | 0.1% | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 4.4K | $227K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 914 | $47K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 586 | $30K | 0.0% | Held |
| JNBA Financial Advisors | Wealth advisor | 105 | $5K | 0.0% | Held |
| Ascentis Independent Advisors | Other | 14 | $718 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.