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American Century Short Duration Strategic Income ETF (SDSI) Institutional Ownership

American Century Short Duration Strategic Income ETF logo
$51.27 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for American Century Short Duration Strategic Income ETF (NASDAQ:SDSI)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$38.28M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$771.70K
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SDSI Institutional Buying and Selling by Quarter

American Century Short Duration Strategic Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Core Wealth Advisors Inc.28,344$1.45M0.3%+143.2%0.756%
4/30/2026 Kestra Advisory Services LLC11,265$578K0.0%-19.0%0.304%
4/28/2026 Beacon Financial Advisory LLC4,495$231K0.1%N/A0.121%
4/20/2026 Kestra Private Wealth Services LLC14,373$737K0.0%+26.9%0.388%
4/15/2026 Nations Financial Group Inc. IA ADV4,434$227K0.0%N/A0.120%
3/17/2026 Rockefeller Capital Management L.P.19,283$995K0.0%+22.4%0.584%
2/17/2026 Osaic Holdings Inc.34,681$1.79M0.0%-9.4%1.051%
2/13/2026 Kestra Advisory Services LLC13,908$717K0.0%+7.5%0.421%
2/13/2026 Peak Planning Group LLC10,397$536K0.2%N/A0.315%
2/13/2026 Summit Financial LLC11,086$572K0.0%-28.1%0.336%
2/12/2026 Jane Street Group LLC42,507$2.19M0.0%+66.6%1.288%
2/12/2026 Steward Partners Investment Advisory LLC2,464$127K0.0%N/A0.075%
2/10/2026 Weaver Consulting Group8,316$429K0.1%+13.7%0.252%
2/6/2026 Prevail Innovative Wealth Advisors LLC82,967$4.28M0.8%+107.9%2.514%
2/6/2026 IFP Advisors Inc43,951$2.27M0.1%+55.8%1.332%
2/6/2026 HighTower Advisors LLC151,391$7.81M0.0%+18.0%4.588%
1/29/2026 Kestra Private Wealth Services LLC11,330$584K0.0%N/A0.354%
1/28/2026 Joseph P. Lucia & Associates LLC26,085$1.35M0.5%-2.2%0.815%
1/27/2026 Round Rock Advisors LLC237,893$12.27M1.8%+42.2%7.434%
1/23/2026 Investment Advisory Group LLC16,500$851K0.2%N/A0.516%
1/14/2026 Nova Wealth Management Inc.13,953$720K0.5%+305.6%0.450%
12/2/2025 IFP Advisors Inc28,203$1.46M0.0%+28.7%1.175%
11/17/2025 Citadel Advisors LLC33,330$1.72M0.0%+1.5%1.389%
11/13/2025 Prevail Innovative Wealth Advisors LLC39,910$2.06M0.4%+77.8%1.663%
11/12/2025 American Century Companies Inc.940,051$48.61M0.0%+67.2%39.169%
11/12/2025 Weaver Consulting Group7,316$378K0.1%+37.6%0.305%
11/7/2025 HighTower Advisors LLC128,293$6.63M0.0%+4.6%5.346%
11/5/2025 Envestnet Asset Management Inc.79,017$4.09M0.0%+56.8%3.292%
10/7/2025 Nova Wealth Management Inc.3,440$178K0.1%+7,544.4%0.150%
9/4/2025 Osaic Holdings Inc.40,053$2.06M0.0%+63.8%2.503%
8/15/2025 Prevail Innovative Wealth Advisors LLC22,447$1.16M0.3%+9.5%1.403%
8/14/2025 Jane Street Group LLC20,188$1.04M0.0%+242.2%1.262%
8/1/2025 Envestnet Asset Management Inc.50,400$2.60M0.0%-5.5%3.150%
7/29/2025 Joseph P. Lucia & Associates LLC26,726$1.38M0.6%+70.6%1.670%
7/24/2025 IFP Advisors Inc21,908$1.13M0.0%-3.9%1.369%
7/21/2025 Ameritas Advisory Services LLC1,741$90K0.0%N/A0.109%
5/19/2025Jane Street Group LLC5,900$303K0.0%-57.1%0.393%
5/14/2025Joseph P. Lucia & Associates LLC15,668$804K0.4%+60.1%1.045%
5/13/2025HighTower Advisors LLC126,819$6.51M0.0%-28.5%8.455%
5/5/2025IFP Advisors Inc22,791$1.17M0.0%+48.6%1.519%
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5/2/2025Prevail Innovative Wealth Advisors LLC20,508$1.05M0.3%N/A1.367%
4/29/2025Envestnet Asset Management Inc.53,336$2.74M0.0%+17.8%3.556%
4/22/2025Cambridge Investment Research Advisors Inc.6,875$353K0.0%-59.3%0.458%
4/11/2025Unique Wealth LLC9,131$469K0.1%-39.5%0.589%
2/14/2025Jane Street Group LLC13,737$699K0.0%+34.9%0.947%
2/13/2025Envestnet Asset Management Inc.45,278$2.30M0.0%+46.0%3.123%
2/12/2025JPMorgan Chase & Co.1,116$57K0.0%N/A0.077%
2/11/2025TAP Consulting LLC30,550$1.55M0.3%N/A2.107%
2/7/2025HighTower Advisors LLC177,447$9.03M0.0%N/A12.238%
2/4/2025IFP Advisors Inc15,342$780K0.0%+40.6%1.058%
1/28/2025Tandem Financial LLC2,479$126K0.1%N/A0.171%
1/24/2025U.S. Capital Wealth Advisors LLC5,931$302K0.0%+27.5%0.424%
1/22/2025Joseph P. Lucia & Associates LLC9,789$498K0.2%N/A0.699%
1/13/2025Unique Wealth LLC15,090$767K0.2%+45.3%1.078%
11/15/2024Jane Street Group LLC10,185$529K0.0%-78.8%0.783%
10/3/2024Unique Wealth LLC10,388$539K0.1%-55.0%0.989%
8/19/2024B. Riley Wealth Advisors Inc.4,166$212K0.0%N/A0.397%
8/14/2024Bank of Montreal Can15,750$803K0.0%N/A1.500%
8/8/2024American Century Companies Inc.562,268$28.62M0.0%+131.7%53.549%
7/26/2024Cambridge Investment Research Advisors Inc.33,290$1.70M0.0%+67.1%3.170%
7/19/2024Unique Wealth LLC23,063$1.17M0.3%-2.4%2.196%
4/16/2024Weaver Consulting Group5,442$277K0.1%+14.8%0.907%
4/11/2024Unique Wealth LLC23,639$1.20M0.3%N/A3.940%
2/14/2024Visionary Wealth Advisors116,792$5.94M0.4%-27.4%16.685%
11/30/2023American Century Companies Inc.337,670$17.01M0.0%-8.1%48.239%
11/13/2023Visionary Wealth Advisors160,900$8.11M0.7%+22.1%22.986%
10/24/2023Cambridge Investment Research Advisors Inc.37,856$1.91M0.0%+11.0%5.408%
8/11/2023Visionary Wealth Advisors131,792$6.66M0.5%+624.3%20.276%
7/19/2023Weaver Consulting Group4,642$235K0.1%N/A0.714%
7/13/2023Cambridge Investment Research Advisors Inc.34,098$1.72M0.0%N/A5.246%
2/13/2023American Century Companies Inc.582,615$29.53M0.0%N/A89.633%


SDSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of American Century Short Duration Strategic Income ETF. The most heavily invested institutionals were American Century Companies Inc. ($48.61M), Round Rock Advisors LLC ($12.27M), HighTower Advisors LLC ($7.81M), Prevail Innovative Wealth Advisors LLC ($4.28M), Envestnet Asset Management Inc. ($4.09M), IFP Advisors Inc ($2.27M), and Jane Street Group LLC ($2.19M).Learn more on American Century Short Duration Strategic Income ETF's institutional investors.

Of the 30 institutional investors that purchased American Century Short Duration Strategic Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($697.38K), HighTower Advisors LLC ($206.23K), Prevail Innovative Wealth Advisors LLC ($82.97K), Round Rock Advisors LLC ($70.61K), Envestnet Asset Management Inc. ($50.94K), Jane Street Group LLC ($34.84K), and IFP Advisors Inc ($33.93K).

Institutional investors have bought a total of 741,244 shares in the last 24 months. This purchase volume represents approximately $38.28M in transactions.

The following institutional investors have sold American Century Short Duration Strategic Income ETF stock in the last 24 months: Summit Financial LLC ($4.33K), Osaic Holdings Inc. ($3.60K), Envestnet Asset Management Inc. ($2.94K), Kestra Advisory Services LLC ($2.64K), IFP Advisors Inc ($883.00), and Joseph P. Lucia & Associates LLC ($589.00).

Institutional investors have sold a total of 14,982 shares in the last 24 months. This volume of shares sold represents approximately $771.70K in transactions.



This page (NASDAQ:SDSI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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