SDSI

Amer Cent SH Dur Strat IncETF$51.20 0.04%
UnclassifiedUSCUSIP 025072257· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
28
+5 QoQ
13F Value (tracked)
$137.2M
13F Moves · latest Q
7 added
2 trimmed
Recent Filings
0

Price & smart-money activity

$51.20 0.04%4Y +2.1%
$49.81$50.38$50.95$51.53$52.1020222023202420252026222355372
Hover for who · click for detailEnd-of-day closing prices52w $51.03 – $51.84

Top institutional holders

28 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1AMERICAN CENTURY COMPANIES INC
$75.7M
1.5M
+7.9%
Added · +108K sh
Q1 2026
2Round Rock Advisors LLC
$14.7M
288K
+21%
Added · +50K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$12.3M
240K
+389%
Added · +191K sh
Q1 2026
4HighTower Advisors, LLC
$5.6M
110K
−27%
Reduced · −41K sh
Q1 2026
5ENVESTNET ASSET MANAGEMENT INC
$5.0M
97K
+4.9%
Added · +5K sh
Q1 2026
6Nova Wealth Management, Inc.
$3.4M
66K
+256%
Added · +47K sh
Q2 2026
7IFP Advisors, Inc
$3.3M
64K
+8.3%
Added · +5K sh
Q2 2026
8Clearview Wealth Management LLC
$2.7M
52K
−4.5%
Reduced · −2K sh
Q2 2026
9GOLDMAN SACHS GROUP INC
$2.3M
45K
+144%
Added · +27K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$1.5M
30K
−14%
Reduced · −5K sh
Q1 2026
11Core Wealth Advisors, Inc.
$1.5M
28K
+143%
Added · +17K sh
Q1 2026
12Joseph P. Lucia & Associates, LLC
$1.3M
26K
+0.8%
Added · +203 sh
Q1 2026
13Rockefeller Capital Management L.P.
$1.3M
25K
+28%
Added · +5K sh
Q1 2026
14JANE STREET GROUP, LLC
$1.1M
21K
−51%
Reduced · −22K sh
Q1 2026
15Farther Finance Advisors, LLC
$997K
19K
New
+19K sh
Q1 2026
16KESTRA PRIVATE WEALTH SERVICES, LLC
$737K
14K
+27%
Added · +3K sh
Q1 2026
17Kestra Advisory Services, LLC
$578K
11K
−19%
Reduced · −3K sh
Q1 2026
18NewEdge Advisors, LLC
$558K
11K
New
+11K sh
Q1 2026
19Peak Planning Group, LLC
$537K
10K
+0.8%
Added · +80 sh
Q1 2026
20Weaver Consulting Group
$427K
8K
Held
Q1 2026
21Steward Partners Investment Advisory, LLC
$386K
8K
+206%
Added · +5K sh
Q1 2026
22Summit Financial, LLC
$360K
7K
−37%
Reduced · −4K sh
Q1 2026
23CITADEL ADVISORS LLC
$330K
6K
−81%
Reduced · −27K sh
Q1 2026
24U.S. Capital Wealth Advisors, LLC
$292K
6K
Held
Q1 2026
25NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$227K
4K
New
+4K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Funds that own SDSI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA10 funds$7.3B
APPLE INCAAPL10 funds$6.1B
ISHARES CORE S&P 500 ETFIVV10 funds$5.3B
MICROSOFT CORPMSFT10 funds$4.6B
AMAZON.COM INCAMZN10 funds$4.6B
SS SPDR S&P 500 ETF TRUST-USSPY10 funds$3.4B
BROADCOM INCAVGO10 funds$2.9B
META PLATFORMS INC-CLASS AMETA10 funds$2.6B
JPMORGAN CHASE & COJPM10 funds$2.6B
ALPHABET INC-CL CGOOG10 funds$2.2B
TAIWAN SEMICONDUCTOR-SP ADRTSM10 funds$1.9B
MICRON TECHNOLOGY INCMU10 funds$1.9B

Ranked by how many of SDSI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

27 funds+20 since Q3 2024
01427Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $134.7M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SDSI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SDSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SDSI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SDSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.