Vault-13

AMERICAN CENTY ETF TR SDSI

SHORT DURTN STRG · ETP · CUSIP 025072257

42 institutional holders +7 vs Q1 2026
3,558,2623.6m shares reported held*
$182.7mreported value*
9 new 18 added 12 reduced 2 sold out net bought ≈ $41.2m (+802.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $51.35.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 22: 4Q1 23: 4Q2 23: 5Q3 23: 8Q4 23: 11Q1 24: 10Q2 24: 14Q3 24: 11Q4 24: 18Q1 25: 14Q2 25: 17Q3 25: 20Q4 25: 26Q1 26: 35Q2 26: 4242Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 20224
Q1 20234
Q2 20235
Q3 20238
Q4 202311
Q1 202410
Q2 202414
Q3 202411
Q4 202418
Q1 202514
Q2 202517
Q3 202520
Q4 202526
Q1 202635
Q2 202642

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 5 bought or addedQ3 24: 8 cut or sold outQ4 24: 12 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 9 cut or sold outQ2 25: 12 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 4 cut or sold outQ4 25: 19 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 9 cut or sold outQ2 26: 27 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202458
Q4 2024122
Q1 202579
Q2 2025124
Q3 2025184
Q4 2025196
Q1 2026219
Q2 20262714

Biggest buyers

Legacy Financial Strategies, LLC Added +325,389+325.4k
AMERICAN CENTURY COMPANIES INC Added +168,700+168.7k
RAYMOND JAMES FINANCIAL INC Added +86,469+86.5k
Networth Advisors, LLC New +74,529+74.5k
Round Rock Advisors LLC Added +36,516+36.5k
AE Wealth Management LLC Added +34,326+34.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +32,905+32.9k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Added +32,297+32.3k
Cambridge Investment Research Advisors, Inc. Added +20,827+20.8k
CITADEL ADVISORS LLC Added +10,304+10.3k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -27,190-27.2k
Farther Finance Advisors, LLC Reduced -13,614-13.6k
HighTower Advisors, LLC Reduced -8,790-8.8k
Steward Partners Investment Advisory, LLC Sold out -7,529-7.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -4,709-4.7k
Peak Planning Group, LLC Reduced -3,028-3.0k
Clearview Wealth Management LLC Reduced -2,433-2.4k
Summit Financial, LLC Reduced -1,661-1.7k
Kestra Advisory Services, LLC Reduced -1,108-1.1k
Weaver Consulting Group Reduced -1,000-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,645,4941.6m $84.5m $84.5m 0.04% Added +168.7k +168,700
2 Legacy Financial Strategies, LLC 2.63% of their portfolio OVERLAND PARK, KS 330,104330.1k $17.0m $17.0m 2.63% Added +325.4k +325,389
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 326,523326.5k $16.8m $16.8m 0.00% Added +86.5k +86,469
4 Round Rock Advisors LLC 2.14% of their portfolio WILTON, CT 324,038324.0k $16.6m $16.6m 2.14% Added +36.5k +36,516
5 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.87% of their portfolio LEAWOOD, KS 113,854113.9k $5.8m $5.8m 0.87% Added +32.3k +32,297
6 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 101,149101.1k $5.2m $5.2m 0.00% Reduced -8.8k -8,790
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 92,08392.1k $4.7m $4.7m 0.00% Reduced -4.7k -4,709
8 Networth Advisors, LLC 2.22% of their portfolio CANONSBURG, PA 74,52974.5k $3.8m $3.8m 2.22% New
9 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 63,80963.8k $3.3m $3.3m 0.06% Added +4.9k +4,876
10 Clearview Wealth Management LLC 1.72% of their portfolio IRVINE, CA 52,15552.2k $2.7m $2.7m 1.72% Reduced -2.4k -2,433
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 47,27847.3k $2.4m $2.4m 0.03% Added +32.9k +32,905
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 45,44845.4k $2.3m $2.3m 0.00% Added +230 +230
13 Core Wealth Advisors, Inc. 0.37% of their portfolio LAKELAND, FL 36,24736.2k $1.9m $1.9m 0.37% Added +7.9k +7,903
14 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 35,24035.2k $1.8m $1.8m 0.01% Added +34.3k +34,326
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,37234.4k $1.8m $1.8m 0.00% Added +20.8k +20,827
16 Joseph P. Lucia & Associates, LLC 0.49% of their portfolio Yorktown Heights, NY 31,41231.4k $1.6m $1.6m 0.49% Added +5.1k +5,124
17 Investment Advisory Group, LLC 0.32% of their portfolio HANOVER, MA 29,00029.0k $1.5m $1.5m 0.32% Unchanged
18 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,48624.5k $1.3m $1.3m 0.00% Reduced -237 -237
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,01020.0k $1.0m $1.0m 0.00% Reduced -707 -707
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,73916.7k $859.5k $859.5k 0.00% Added +10.3k +10,304
21 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 16,58116.6k $851.4k $851.4k 0.00% Added +5.7k +5,703
22 Medallion Wealth Advisors, LLC 0.22% of their portfolio FARMINGTON, CT 13,75013.8k $706.1k $706.1k 0.22% Reduced -400 -400
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,15710.2k $521.5k $521.5k 0.00% Reduced -1.1k -1,108
24 REDW Wealth LLC 0.18% of their portfolio ALBUQUERQUE, NM 9,9499.9k $510.9k $510.9k 0.18% New
25 Beacon Financial Advisory LLC 0.09% of their portfolio CLEVELAND, OH 9,1039.1k $467.4k $467.4k 0.09% Added +4.6k +4,608
26 Tandem Financial, LLC 0.13% of their portfolio GREENWOOD VILLAGE, CO 7,6447.6k $392.5k $392.5k 0.13% Added +706 +706
27 Peak Planning Group, LLC 0.09% of their portfolio CENTENNIAL, CO 7,4497.4k $382.5k $382.5k 0.09% Reduced -3.0k -3,028
28 Weaver Consulting Group 0.08% of their portfolio HUNTINGTON BEACH, CA 7,3167.3k $375.7k $375.7k 0.08% Reduced -1.0k -1,000
29 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,8335.8k $299.5k $299.5k 0.00% Reduced -13.6k -13,614
30 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,4025.4k $277.4k $277.4k 0.00% New
31 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 5,3505.3k $274.7k $274.7k 0.00% Reduced -1.7k -1,661
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,0005.0k $257.0k $257.0k 0.00% New
33 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 4,4344.4k $227.7k $227.7k 0.01% Unchanged
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,4672.5k $126.7k $126.7k 0.00% Reduced -27.2k -27,190
35 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,2282.2k $114.4k $114.4k 0.00% New
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 587587 $30.1k $30.1k 0.00% Added +1 +1
37 Lloyd Advisory Services, LLC. 0.01% of their portfolio SUWANEE, GA 418418 $21.5k $21.5k 0.01% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 200200 $10.3k $10.3k 0.00% New
39 Allied Private Wealth LLC 0.00% of their portfolio BOCA RATON, FL 120120 $6.1k $6.1k 0.00% First filing
40 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 107107 $5.5k $5.5k 0.00% Added +2 +2
41 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 106106 $5.4k $5.4k 0.00% New
42 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 9191 $4.7k $4.7k 0.00% New