AMERICAN CENTY ETF TR (SDSI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
42
Reporting holders
$184.3M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $84.5M | 1,645,494 | 0.04% | 15q | +11.4%+$8.7M |
| Legacy Financial Strategies, LLC | $17.0M | 330,104 | 2.63% | 2q | +6901.1%+$16.7M |
| RAYMOND JAMES FINANCIAL INC | $16.8M | 326,523 | 0.00% | 3q | +36.0%+$4.4M |
| Round Rock Advisors LLC | $16.6M | 324,038 | 2.14% | 4q | +12.7%+$1.9M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $5.8M | 113,854 | 0.87% | 6q | +39.6%+$1.7M |
| HighTower Advisors, LLC | $5.2M | 101,149 | 0.01% | 7q | -8.0%-$451.4K |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 92,083 | 0.00% | 10q | -4.9%-$241.8K |
| Networth Advisors, LLC | $3.8M | 74,529 | 2.22% | new | NEW |
| Nova Wealth Management, Inc. | $3.4M | 65,882 | 1.87% | 5q | +255.7%+$2.4M |
| IFP Advisors, Inc | $3.3M | 63,809 | 0.06% | 9q | +8.3%+$250.4K |
| Clearview Wealth Management LLC | $2.7M | 52,155 | 1.72% | 2q | -4.5%-$124.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 47,278 | 0.03% | 3q | +228.9%+$1.7M |
| GOLDMAN SACHS GROUP INC | $2.3M | 45,448 | 0.00% | 4q | +0.5%+$11.8K |
| Core Wealth Advisors, Inc. | $1.9M | 36,247 | 0.37% | 4q | +27.9%+$405.8K |
| AE Wealth Management LLC | $1.8M | 35,240 | 0.01% | 2q | +3755.6%+$1.8M |
| Joseph P. Lucia & Associates, LLC | $1.6M | 31,412 | 0.49% | 7q | +19.5%+$263.1K |
| Investment Advisory Group, LLC | $1.5M | 29,000 | 0.32% | 3q | HELD |
| Rockefeller Capital Management L.P. | $1.3M | 24,486 | 0.00% | 4q | -1.0%-$12.2K |
| JANE STREET GROUP, LLC | $1.0M | 20,010 | 0.00% | 5q | -3.4%-$36.3K |
| CITADEL ADVISORS LLC | $859.5K | 16,739 | 0.00% | 5q | +160.1%+$529.1K |
| NewEdge Advisors, LLC | $851.4K | 16,581 | 0.00% | 2q | +52.4%+$292.9K |
| Medallion Wealth Advisors, LLC | $706.1K | 13,750 | 0.22% | 7q | -2.8%-$20.5K |
| Kestra Advisory Services, LLC | $521.5K | 10,157 | 0.00% | 7q | -9.8%-$56.9K |
| REDW Wealth LLC | $510.9K | 9,949 | 0.18% | new | NEW |
| Beacon Financial Advisory LLC | $467.4K | 9,103 | 0.09% | 2q | +102.5%+$236.6K |
| Tandem Financial, LLC | $392.5K | 7,644 | 0.12% | 2q | +10.2%+$36.3K |
| Peak Planning Group, LLC | $382.5K | 7,449 | 0.09% | 3q | -28.9%-$155.5K |
| Weaver Consulting Group | $375.7K | 7,316 | 0.08% | 13q | -12.0%-$51.4K |
| Farther Finance Advisors, LLC | $299.5K | 5,833 | 0.00% | 2q | -70.0%-$699.1K |
| Arax Advisory Partners | $277.4K | 5,402 | 0.00% | new | NEW |
| Summit Financial, LLC | $274.7K | 5,350 | 0.00% | 4q | -23.7%-$85.3K |
| TRUIST FINANCIAL CORP | $257.0K | 5,000 | 0.00% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $227.7K | 4,434 | 0.01% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $126.7K | 2,467 | 0.00% | 12q | -91.7%-$1.4M |
| PNC Financial Services Group, Inc. | $114.4K | 2,228 | 0.00% | new | NEW |
| MORGAN STANLEY | $30.1K | 587 | 0.00% | 3q | HELD |
| Lloyd Advisory Services, LLC. | $21.5K | 418 | 0.01% | new | NEW |
| UBS Group AG | $10.3K | 200 | 0.00% | new | NEW |
| Allied Private Wealth LLC | $6.1K | 120 | 0.00% | new | FIRST |
| JNBA Financial Advisors | $5.5K | 107 | 0.00% | 4q | +1.9% |
| Kingdom Financial Group LLC. | $5.4K | 106 | 0.00% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $4.7K | 91 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.8K | 34,372 | 0.00% | 13q | +153.8%+$1.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | $184.3M | 3,589,772 | 9 | 17 | 12 | 0.0% |
| Q1 2026 | 34 | $141.3M | 2,755,546 | 7 | 14 | 8 | 0.0% |
| Q4 2025 | 26 | $119.8M | 2,322,458 | 6 | 14 | 4 | 0.0% |
| Q3 2025 | 20 | $83.1M | 1,606,377 | 6 | 11 | 1 | 0.0% |
| Q2 2025 | 16 | $48.5M | 941,513 | 5 | 5 | 3 | 0.0% |
| Q1 2025 | 12 | $44.4M | 865,935 | 1 | 5 | 4 | 0.0% |
| Q4 2024 | 16 | $46.7M | 916,331 | 6 | 6 | 0 | 0.0% |
| Q3 2024 | 9 | $34.2M | 659,320 | 1 | 3 | 3 | 0.0% |
| Q2 2024 | 12 | $36.2M | 710,620 | 5 | 2 | 5 | 0.0% |
| Q1 2024 | 8 | $18.4M | 360,664 | 3 | 2 | 3 | 0.0% |
| Q4 2023 | 9 | $30.9M | 608,285 | 2 | 2 | 3 | 0.0% |
| Q3 2023 | 6 | $27.5M | 545,692 | 3 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $25.5M | 538,147 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $31.4M | 611,725 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $29.9M | 590,376 | 3 | 0 | 0 | 0.0% |