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Amer Cent SH DUR Strat Inc (SDSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy Financial Strategies, LLC
INCREASED
Shares339,439 from 330,104
Change+9,335 (+3%)
Value$17.2M (+$204.4K)
Filed 2026-10-15
Simplicity Wealth,LLC
NEW
Shares194,775
Change+194,775
Value$9.8M
Filed 2026-10-23
LPL Financial LLC
NEW
Shares107,467
Change+107,467
Value$5.4M
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares103,021 from 47,278
Change+55,743 (+118%)
Value$5.2M (+$2.8M)
Filed 2026-11-06
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares94,312 from 113,854
Change-19,542 (-17%)
Value$4.8M (-$1.1M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares83,015 from 63,809
Change+19,206 (+30%)
Value$4.2M (+$919.0K)
Filed 2026-10-16
Networth Advisors, LLC
INCREASED
Shares75,663 from 74,529
Change+1,134 (+2%)
Value$3.8M (-$3.1K)
Filed 2026-11-03
Clearview Wealth Management LLC
INCREASED
Shares55,586 from 52,155
Change+3,431 (+7%)
Value$2.8M (+$131.2K)
Filed 2026-10-16
IronOak Wealth Llc.
NEW
Shares47,412
Change+47,412
Value$2.4M
Filed 2026-11-06
Redw Wealth LLC
INCREASED
Shares39,678 from 9,949
Change+29,729 (+299%)
Value$2.0M (+$1.5M)
Filed 2026-11-02
Creative Financial Designs Inc
NEW
Shares38,276
Change+38,276
Value$1.9M
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED
Shares28,810 from 31,412
Change-2,602 (-8%)
Value$1.5M (-$156.9K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,086 from 17,186
Change-100 (-1%)
Value$864.0K (-$18.0K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares12,360 from 9,103
Change+3,257 (+36%)
Value$624.7K (+$157.3K)
Filed 2026-10-16
Apollon Wealth Management, LLC
NEW
Shares11,466
Change+11,466
Value$579.5K
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares9,222 from 10,157
Change-935 (-9%)
Value$466.1K (-$55.4K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares7,796 from 2,228
Change+5,568 (+250%)
Value$394.0K (+$279.6K)
Filed 2026-11-06
Weaver Consulting Group
UNCHANGED
Shares7,316 from 7,316
Change0 (0%)
Value$369.8K (-$5.9K)
Filed 2026-10-07
Creative Planning
NEW
Shares5,345
Change+5,345
Value$270.1K
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares5,291 from 5,833
Change-542 (-9%)
Value$267.4K (-$32.1K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares5,058 from 5,000
Change+58 (+1%)
Value$255.7K (-$1.3K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
NEW
Shares4,566
Change+4,566
Value$230.8K
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares343 from 418
Change-75 (-18%)
Value$17.4K (-$4.1K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares108 from 107
Change+1 (+1%)
Value$5.5K (-$23)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$5.4K (-$23)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$4.6K (-$74)
Filed 2026-11-02
Nations Financial Group Inc,
CLOSED
Shares0 from 4,434
Change-4,434 (-100%)
Value$0 (-$227.7K)
Filed 2026-11-05
American Century Companies Inc
N/A
Shares— from 1,645,494
Change-1,645,494 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 326,523
Change-326,523 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 324,038
Change-324,038 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 101,149
Change-101,149 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 92,083
Change-92,083 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 65,882
Change-65,882 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 45,448
Change-45,448 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 36,247
Change-36,247 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,240
Change-35,240 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,486
Change-24,486 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,010
Change-20,010 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,739
Change-16,739 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,581
Change-16,581 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,449
Change-7,449 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 587
Change-587 (-100%)
Value—
UBS Group AG
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Status
Legacy Financial Strategies, LLC
INCREASED339,439330,104+9,335+3%$17.0M$17.2M+$204.4K2026-10-15
Simplicity Wealth,LLC
NEW194,775—+194,775——$9.8M—2026-10-23
LPL Financial LLC
NEW107,467—+107,467——$5.4M—2026-11-06
Kestra Private Wealth Services, LLC
INCREASED103,02147,278+55,743+118%$2.4M$5.2M+$2.8M2026-11-06
Prevail Innovative Wealth Advisors, LLC
DECREASED94,312113,854-19,542-17%$5.8M$4.8M-$1.1M2026-10-20
IFP Advisors, Inc
INCREASED83,01563,809+19,206+30%$3.3M$4.2M+$919.0K2026-10-16
Networth Advisors, LLC
INCREASED75,66374,529+1,134+2%$3.8M$3.8M-$3.1K2026-11-03
Clearview Wealth Management LLC
INCREASED55,58652,155+3,431+7%$2.7M$2.8M+$131.2K2026-10-16
IronOak Wealth Llc.
NEW47,412—+47,412——$2.4M—2026-11-06
Redw Wealth LLC
INCREASED39,6789,949+29,729+299%$510.9K$2.0M+$1.5M2026-11-02
Creative Financial Designs Inc
NEW38,276—+38,276——$1.9M—2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED28,81031,412-2,602-8%$1.6M$1.5M-$156.9K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED17,08617,186-100-1%$882.0K$864.0K-$18.0K2026-11-02
Beacon Financial Advisory LLC
INCREASED12,3609,103+3,257+36%$467.4K$624.7K+$157.3K2026-10-16
Apollon Wealth Management, LLC
NEW11,466—+11,466——$579.5K—2026-10-23
Kestra Advisory Services, LLC
DECREASED9,22210,157-935-9%$521.5K$466.1K-$55.4K2026-11-02
PNC Financial Services Group, Inc.
INCREASED7,7962,228+5,568+250%$114.4K$394.0K+$279.6K2026-11-06
Weaver Consulting Group
UNCHANGED7,3167,31600%$375.7K$369.8K-$5.9K2026-10-07
Creative Planning
NEW5,345—+5,345——$270.1K—2026-11-02
Farther Finance Advisors, LLC
DECREASED5,2915,833-542-9%$299.5K$267.4K-$32.1K2026-10-08
Truist Financial Corp
INCREASED5,0585,000+58+1%$257.0K$255.7K-$1.3K2026-10-30
J.W. Cole Advisors, Inc.
NEW4,566—+4,566——$230.8K—2026-11-05
Lloyd Advisory Services, Llc.
DECREASED343418-75-18%$21.5K$17.4K-$4.1K2026-11-02
Jnba Financial Advisors
INCREASED108107+1+1%$5.5K$5.5K-$232026-11-03
Kingdom Financial Group Llc.
INCREASED107106+1+1%$5.4K$5.4K-$232026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED919100%$4.7K$4.6K-$742026-11-02
Nations Financial Group Inc,
CLOSED04,434-4,434-100%$227.7K$0-$227.7K2026-11-05
American Century Companies Inc
N/A—1,645,494-1,645,494-100%$84.5M———
Raymond James Financial Inc
N/A—326,523-326,523-100%$16.8M———
Round Rock Advisors LLC
N/A—324,038-324,038-100%$16.6M———
HighTower Advisors, LLC
N/A—101,149-101,149-100%$5.2M———
Envestnet Asset Management Inc
N/A—92,083-92,083-100%$4.7M———
Nova Wealth Management, Inc.
N/A—65,882-65,882-100%$3.4M———
Goldman Sachs Group Inc
N/A—45,448-45,448-100%$2.3M———
Core Wealth Advisors, Inc.
N/A—36,247-36,247-100%$1.9M———
AE Wealth Management LLC
N/A—35,240-35,240-100%$1.8M———
Investment Advisory Group, LLC
N/A—29,000-29,000-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—24,486-24,486-100%$1.3M———
Jane Street Group, LLC
N/A—20,010-20,010-100%$1.0M———
Citadel Advisors LLC
N/A—16,739-16,739-100%$859.5K———
NewEdge Advisors, LLC
N/A—16,581-16,581-100%$851.4K———
Medallion Wealth Advisors, LLC
N/A—13,750-13,750-100%$706.1K———
Tandem Financial, LLC
N/A—7,644-7,644-100%$392.5K———
Peak Planning Group, LLC
N/A—7,449-7,449-100%$382.5K———
Arax Advisory Partners
N/A—5,402-5,402-100%$277.4K———
Summit Financial, LLC
N/A—5,350-5,350-100%$274.7K———
Osaic Holdings, Inc.
N/A—2,467-2,467-100%$126.7K———
Morgan Stanley
N/A—587-587-100%$30.1K———
UBS Group AG
N/A—200-200-100%$10.3K———
Allied Private Wealth LLC
N/A—120-120-100%$6.1K———
Showing 50 of 50 institutions