DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN CENTY ETF TR (SDSI)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
43
Reporting holders
$186.1M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | 0.00% | 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 |
| Cambridge Investment Research Advisors, Inc. | $1.8M | 34,372 | 0.00% | 13q | +153.8%+$1.1M |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $40.6M | 803,560 | 2 | 4 | 2 | 0.0% |
| Q2 2026 | 43 | $186.1M | 3,624,144 | 9 | 18 | 12 | 0.0% |
| Q1 2026 | 36 | $142.6M | 2,779,969 | 8 | 14 | 9 | 0.0% |
| Q4 2025 | 27 | $120.6M | 2,337,965 | 6 | 14 | 5 | 0.0% |
| Q3 2025 | 21 | $84.1M | 1,627,439 | 6 | 12 | 1 | 0.0% |
| Q2 2025 | 17 | $49.5M | 961,366 | 5 | 6 | 3 | 0.0% |
| Q1 2025 | 13 | $44.8M | 872,810 | 1 | 5 | 5 | 0.0% |
| Q4 2024 | 17 | $47.5M | 933,205 | 6 | 6 | 1 | 0.0% |
| Q3 2024 | 10 | $35.9M | 692,593 | 1 | 3 | 3 | 0.0% |
| Q2 2024 | 13 | $37.9M | 743,910 | 5 | 3 | 5 | 0.0% |
| Q1 2024 | 9 | $19.4M | 380,592 | 3 | 3 | 3 | 0.0% |
| Q4 2023 | 10 | $31.6M | 622,087 | 2 | 2 | 4 | 0.0% |
| Q3 2023 | 7 | $29.4M | 583,548 | 3 | 3 | 1 | 0.0% |
| Q2 2023 | 4 | $27.2M | 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% |