ETF Holders

Who owns SDSI?

Bond

American Century Short Duration Strategic Income ETF · American Century

43 institutions reported holding SDSI, worth $186.1M, in Form 13F filings for June 30, 2026.

13F holders
43
Institutional value
$186.1M
Change from prior quarter
+31.3%
+$44.4M, with price moves
New and sold-out firms
10 / 2
19 added, 12 trimmed

Top 10 institutional holders of SDSI

FirmLocationValueSharesChange
American Century Companies Inc.Kansas City, MO$84.5M1,645,494+168,700 shares
Legacy Financial Strategies, LLCOverland Park, KS$17.0M330,104+325,389 shares
Raymond James Financial Inc.St. Petersburg, FL$16.8M326,523+86,469 shares
Round Rock Advisors LLCWilton, CT$16.6M324,038+36,516 shares
Prevail Innovative Wealth Advisors, LLCLeawood, KS$5.8M113,854+32,297 shares
HighTower Advisors, LLCChicago, IL$5.2M101,149−8,790 shares
Envestnet Asset Management Inc.Berwyn, PA$4.7M92,083−4,709 shares
Networth Advisors, LLCCanonsburg, PA$3.8M74,529New position
Nova Wealth Management, Inc.Bonita Springs, FL$3.4M65,882+47,358 shares
IFP Advisors, IncTampa, FL$3.3M63,809+4,876 shares
33 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SDSI?

43 institutional managers reported holding SDSI in Form 13F filings for June 30, 2026, worth $186.1M in total. The largest reported position was held by American Century Companies Inc., at $84.5M.

Did institutions buy or sell SDSI last quarter?

Reported 13F value rose 31.3% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SDSI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.