Amer Cent SH DUR Strat Inc (SDSI)

CUSIP: 025072257 | NYSE | 61 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Legacy Financial Strategies, LLC339,439

2.8% of portfolio$17.2M

Simplicity Wealth,LLC194,775

0.3% of portfolio$9.8M

Kestra Private Wealth Services, LLC103,021

0.1% of portfolio$5.2M

Prevail Innovative Wealth Advisors, LLC94,312

0.6% of portfolio$4.8M

IFP Advisors, Inc83,015

0.1% of portfolio$4.2M

Networth Advisors, LLC75,663

2.2% of portfolio$3.8M

Clearview Wealth Management LLC55,586

2.1% of portfolio$2.8M

Redw Wealth LLC39,678

0.7% of portfolio$2.0M

Creative Financial Designs Inc38,276

0.1% of portfolio$1.9M

Joseph P. Lucia & Associates, LLC28,810

0.4% of portfolio$1.5M

Cambridge Investment Research Advisors, Inc.17,086

0.0% of portfolio$864.0K

Beacon Financial Advisory LLC12,360

0.1% of portfolio$624.7K

Apollon Wealth Management, LLC11,466

0.0% of portfolio$579.5K

Kestra Advisory Services, LLC9,222

0.0% of portfolio$466.1K

Weaver Consulting Group7,316

0.1% of portfolio$369.8K

Creative Planning5,345

0.0% of portfolio$270.1K

Farther Finance Advisors, LLC5,291

0.0% of portfolio$267.4K

Truist Financial Corp5,058

0.0% of portfolio$255.7K

J.W. Cole Advisors, Inc.4,566

0.0% of portfolio$230.8K

Lloyd Advisory Services, Llc.343

0.0% of portfolio$17.4K

Jnba Financial Advisors108

0.0% of portfolio$5.5K

Kingdom Financial Group Llc.107

0.0% of portfolio$5.4K

Quest 10 Wealth Builders, Inc.91

0.0% of portfolio$4.6K

				Style	Turnover	Location	Filed
Legacy Financial Strategies, LLC	339,439	$17.2M	2.8%	ETF	Low	Overland Park, KS	2026-10-15
Simplicity Wealth,LLC	194,775	$9.8M	0.3%	ETF	Low	Summit, NJ	2026-10-23
Kestra Private Wealth Services, LLC	103,021	$5.2M	0.1%	Growth	Low	Austin, TX	2026-10-30
Prevail Innovative Wealth Advisors, LLC	94,312	$4.8M	0.6%	Core	Very High	Leawood, KS	2026-10-20
IFP Advisors, Inc	83,015	$4.2M	0.1%	Growth	Low	Tampa, FL	2026-10-16
Networth Advisors, LLC	75,663	$3.8M	2.2%	ETF	Medium	Canonsburg, PA	2026-11-03
Clearview Wealth Management LLC	55,586	$2.8M	2.1%	ETF	Low	Irvine, CA	2026-10-16
Redw Wealth LLC	39,678	$2.0M	0.7%	ETF	Low	Albuquerque, NM	2026-11-02
Creative Financial Designs Inc	38,276	$1.9M	0.1%	ETF	Medium	Kokomo, IN	2026-11-04
Joseph P. Lucia & Associates, LLC	28,810	$1.5M	0.4%	ETF	Very Low	Yorktown Heights, NY	2026-10-30
Cambridge Investment Research Advisors, Inc.	17,086	$864.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Beacon Financial Advisory LLC	12,360	$624.7K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
Apollon Wealth Management, LLC	11,466	$579.5K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Kestra Advisory Services, LLC	9,222	$466.1K	0.0%	Core	Low	Austin, TX	2026-11-02
Weaver Consulting Group	7,316	$369.8K	0.1%	ETF	Low	Huntington Beach, CA	2026-10-07
Creative Planning	5,345	$270.1K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Farther Finance Advisors, LLC	5,291	$267.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Truist Financial Corp	5,058	$255.7K	0.0%	Core	Low	Charlotte, NC	2026-10-30
J.W. Cole Advisors, Inc.	4,566	$230.8K	0.0%	Index	Low	Tampa, FL	2026-11-05
Lloyd Advisory Services, Llc.	343	$17.4K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Jnba Financial Advisors	108	$5.5K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Kingdom Financial Group Llc.	107	$5.4K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Quest 10 Wealth Builders, Inc.	91	$4.6K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02