
American Century Short Duration Strategic Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 20 institutional investors hold shares in this ETF, with total holdings valued at $83.4M. AMERICAN CENTURY COMPANIES INC is the largest holder with a position valued at $48.6M.
Overview of institutional ownership in SDSI as of Q3 2025
Institutions with the largest positions in SDSI as of Q3 2025
| Institution | Position Value |
|---|---|
A AMERICAN CENTURY COMPANIES INC Institution | $48.6M 0.02% of portfolio |
Round Rock Advisors, LLC RIA/Wealth | $8.6M 1.37% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $6.6M 0.01% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $4.1M 0.00% of portfolio |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | $2.1M 0.40% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.0M 0.00% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.7M 0.00% of portfolio |
IFP Advisors, Inc RIA/Wealth | $1.5M 0.04% of portfolio |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | $1.4M 0.52% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.3M 0.00% of portfolio |
Institutional buying and selling activity for SDSI in Q3 2025
| Institution | Net Bought |
|---|---|
A AMERICAN CENTURY COMPANIES INC Institution | +$19.5M +377.8K shares |
Round Rock Advisors, LLC RIA/Wealth | +$8.6M +167.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.5M +28.6K shares |
GOLDMAN SACHS GROUP INC Institution | +$956.8K +18.5K shares |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | +$902.9K +17.5K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$814.9K +15.8K shares |
Summit Financial, LLC RIA/Wealth | +$796.9K +15.4K shares |
IFP Advisors, Inc RIA/Wealth | +$325.5K +6.3K shares |
HighTower Advisors, LLC RIA/Wealth | +$293.7K +5.7K shares |
J JANE STREET GROUP, LLC Institution | +$275.0K +5.3K shares |
| Institution | Net Sold |
|---|---|
Ballast, Inc. RIA/Wealth | −$1.4M −26.7K shares |
UBS Group AG Institution | −$193.9K −3.8K shares |
A Advisor Group Holdings, Inc. Institution | −$91.3K −1.8K shares |
Ameritas Advisory Services, LLC RIA/Wealth | −$89.7K −1.7K shares |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | −$2.7K −52.0 shares |
Institutions that initiated new positions or completely exited SDSI in Q3 2025
| Institution | Position Value |
|---|---|
Round Rock Advisors, LLC RIA/Wealth | $8.6M 167.3K shares |
GOLDMAN SACHS GROUP INC Institution | $956.8K 18.5K shares |
Rockefeller Capital Management L.P. Long Only Manager | $814.9K 15.8K shares |
Summit Financial, LLC RIA/Wealth | $796.9K 15.4K shares |
Core Wealth Advisors, Inc. RIA/Wealth | $271.3K 5.2K shares |
JNBA Financial Advisors RIA/Wealth | $5.3K 103.0 shares |
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $1.4M 26.7K shares |
UBS Group AG Institution | $193.9K 3.8K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $89.7K 1.7K shares |
Institutions with the largest Call and Put options positions in SDSI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SDSI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Round Rock Advisors, LLC RIA/Wealth | 1.37% $8.6M |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.52% $1.4M |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.40% $2.1M |
Nova Wealth Management, Inc. RIA/Wealth | 0.13% $177.9K |
W Weaver Consulting Group RIA/Wealth | 0.10% $378.3K |
Core Wealth Advisors, Inc. RIA/Wealth | 0.07% $271.3K |
IFP Advisors, Inc RIA/Wealth | 0.04% $1.5M |
A AMERICAN CENTURY COMPANIES INC Institution | 0.02% $48.6M |
Summit Financial, LLC RIA/Wealth | 0.01% $796.9K |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | 0.01% $301.5K |
Discover hedge funds investing in SDSI


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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