SDSI — AMER CENT SH DUR STRAT INC
As of Q2 2026, 5 SEC-registered investment managers reported holding SDSI (AMER CENT SH DUR STRAT INC) in their latest 13F filings, with a combined reported value of $3.35M across 65.20K shares. That is +24.8% by share count (+12.96K shares) versus the previous quarter, while reported value moved +25.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 45.45K | $2.33M | 0.00% | Add |
| Citadel Advisors history | 16.74K | $859.55K | 0.00% | Add |
| PNC Financial Services history | 2.23K | $114.42K | 0.00% | New |
| Morgan Stanley history | 587 | $30.14K | 0.00% | Hold |
| UBS Group AG history | 200 | $10.27K | 0.00% | New |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 45.22K | $2.32M | 0.00% | Add |
| Citadel Advisors history | 6.43K | $330.05K | 0.00% | Reduce |
| Morgan Stanley history | 586 | $30.05K | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 33.28K | $1.72M | 0.00% | Hold |
| Goldman Sachs Group history | 18.50K | $954.49K | 0.00% | Hold |
| Morgan Stanley history | 586 | $30.23K | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 33.33K | $1.72M | 0.00% | Add |
| Goldman Sachs Group history | 18.50K | $956.80K | 0.00% | New |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 32.83K | $1.69M | 0.00% | New |
| UBS Group AG history | 3.77K | $193.90K | 0.00% | New |
Q4 2024 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.12K | $56.76K | 0.00% | New |
| UBS Group AG history | 595 | $30.26K | 0.00% | New |
New Positions (Q2 2026)
- PNC Financial Services 2.23K sh · $114.42K
- UBS Group AG 200 sh · $10.27K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 45.45K | 45.22K | 18.50K | 18.50K | — | — | — | — | — | — |
| Citadel Advisors | 16.74K | 6.43K | 33.28K | 33.33K | 32.83K | — | 7.81K | 8.19K | — | — |
| PNC Financial Services | 2.23K | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 587 | 586 | 586 | — | — | — | — | — | — | — |
| UBS Group AG | 200 | — | — | — | 3.77K | 595 | 13 | — | 144 | 69 |
| JPMorgan Chase & Co | — | — | — | — | — | 1.12K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details