20 institutions reported holding $48.9M of AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF (SDSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Legacy Financial Strategies, LLC ($17.0M), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC ($5.8M), ENVESTNET ASSET MANAGEMENT INC ($4.7M), Networth Advisors, LLC ($3.8M), Nova Wealth Management, Inc. ($3.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Financial Strategies, LLC | $17.0M | 330,104 | Added |
| 2 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $5.8M | 113,854 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 92,083 | Trimmed |
| 4 | Networth Advisors, LLC | $3.8M | 74,529 | New |
| 5 | Nova Wealth Management, Inc. | $3.4M | 65,882 | Added |
| 6 | IFP Advisors, Inc | $3.3M | 63,809 | Added |
| 7 | Clearview Wealth Management LLC | $2.7M | 52,155 | Trimmed |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 47,278 | Added |
| 9 | AE Wealth Management LLC | $1.8M | 35,240 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.8M | 34,372 | Added |
| 11 | Kestra Advisory Services, LLC | $521,549 | 10,157 | Trimmed |
| 12 | REDW Wealth LLC | $510,881 | 9,949 | New |
| 13 | Weaver Consulting Group | $375,677 | 7,316 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $299,525 | 5,833 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $257,000 | 5,000 | New |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $227,686 | 4,434 | Hold |
| 17 | Allied Private Wealth LLC | $6,133 | 120 | New |
| 18 | JNBA Financial Advisors | $5,477 | 107 | Added |
| 19 | Quest 10 Wealth Builders, Inc. | $4,673 | 91 | New |
| 20 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30