AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 0.04% | 0.04% | #17 | $84.5M | 1.6M | $75.7M | 1.5M | +168,700+11.42% | Add | |
| Legacy Financial Strategies, LLC | 2.63% | 0.04% | #1 | $17.0M | 330,104 | $241,828 | 4,715 | +325,389+6,901.15% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #23 | $16.8M | 326,523 | $12.3M | 240,054 | +86,469+36.02% | Add | |
| Round Rock Advisors LLC | 2.14% | 2.26% | #3 | $16.6M | 324,038 | $14.7M | 287,522 | +36,516+12.70% | Add | |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.87% | 0.7% | #6 | $5.8M | 113,854 | $4.2M | 81,557 | +32,297+39.60% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #22 | $5.2M | 101,149 | $5.6M | 109,939 | -8,790-8.00% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #34 | $4.7M | 92,083 | $5.0M | 96,792 | -4,709-4.87% | Reduce | |
| Networth Advisors, LLC | 2.22% | — | #2 | $3.8M | 74,529 | $0 | 0 | +74,529 | New Buy | |
| Nova Wealth Management, Inc. | 1.87% | 0.62% | #4 | $3.4M | 65,882 | $950,077 | 18,524 | +47,358+255.66% | Add | |
| IFP Advisors, Inc | 0.06% | 0.06% | #16 | $3.3M | 63,809 | $3.0M | 58,933 | +4,876+8.27% | Add | |
| Clearview Wealth Management LLC | 1.72% | 1.98% | #5 | $2.7M | 52,155 | $2.8M | 54,588 | -2,433-4.46% | Reduce | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.03% | 0.01% | #18 | $2.4M | 47,278 | $737,179 | 14,373 | +32,905+228.94% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #37 | $2.3M | 45,448 | $2.3M | 45,218 | +230+0.51% | Add | |
| Core Wealth Advisors, Inc. | 0.37% | 0.35% | #8 | $1.9M | 36,247 | $1.5M | 28,344 | +7,903+27.88% | Add | |
| AE Wealth Management LLC | 0.01% | <0.01% | #20 | $1.8M | 35,240 | $46,878 | 914 | +34,326+3,755.58% | Add | |
| Joseph P. Lucia & Associates, LLC | 0.49% | 0.48% | #7 | $1.6M | 31,412 | $1.3M | 26,288 | +5,124+19.49% | Add | |
| Investment Advisory Group, LLC | 0.32% | 0.38% | #9 | $1.5M | 29,000 | $1.5M | 29,000 | 00.00% | Unchanged | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #30 | $1.3M | 24,486 | $1.3M | 24,723 | -237-0.96% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #41 | $1.0M | 20,010 | $1.1M | 20,717 | -707-3.41% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #29 | $882,501 | 17,186 | $695,000 | 13,545 | +3,641+26.88% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #39 | $859,548 | 16,739 | $330,045 | 6,435 | +10,304+160.12% | Add | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #27 | $851,448 | 16,581 | $557,919 | 10,878 | +5,703+52.43% | Add | |
| Medallion Wealth Advisors, LLC | 0.22% | 0.24% | #10 | $706,062 | 13,750 | $725,740 | 14,150 | -400-2.83% | Reduce | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #32 | $521,549 | 10,157 | $577,779 | 11,265 | -1,108-9.84% | Reduce | |
| REDW Wealth LLC | 0.18% | — | #11 | $510,881 | 9,949 | $0 | 0 | +9,949 | New Buy | |
| Beacon Financial Advisory LLC | 0.09% | 0.05% | #13 | $467,439 | 9,103 | $230,544 | 4,495 | +4,608+102.51% | Add | |
| Tandem Financial, LLC | 0.12% | 0.11% | #12 | $392,520 | 7,644 | $355,844 | 6,938 | +706+10.18% | Add | |
| Peak Planning Group, LLC | 0.09% | — | #14 | $382,498 | 7,449 | $0 | 0 | +7,449 | New Buy | |
| Weaver Consulting Group | 0.08% | 0.1% | #15 | $375,677 | 7,316 | $426,519 | 8,316 | -1,000-12.03% | Reduce | |
| Farther Finance Advisors, LLC | <0.01% | 0.01% | #28 | $299,525 | 5,833 | $997,242 | 19,447 | -13,614-70.01% | Reduce | |
| Arax Advisory Partners | <0.01% | — | #31 | $277,393 | 5,402 | $0 | 0 | +5,402 | New Buy | |
| Summit Financial, LLC | <0.01% | <0.01% | #26 | $274,702 | 5,350 | $359,584 | 7,011 | -1,661-23.69% | Reduce | |
| TRUIST FINANCIAL CORP | <0.01% | — | #36 | $257,000 | 5,000 | $0 | 0 | +5,000 | New Buy | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.01% | 0.01% | #19 | $227,686 | 4,434 | $227,415 | 4,434 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #38 | $126,680 | 2,467 | $1.5M | 29,657 | -27,190-91.68% | Reduce | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | — | #42 | $114,416 | 2,228 | $0 | 0 | +2,228 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #43 | $30,143 | 587 | $0 | 0 | +587 | New Buy | |
| Lloyd Advisory Services, LLC. | 0.01% | — | #21 | $21,464 | 418 | $0 | 0 | +418 | New Buy | |
| UBS Group AG | <0.01% | — | #44 | $10,270 | 200 | $0 | 0 | +200 | New Buy | |
| Allied Private Wealth LLC | <0.01% | — | #24 | $6,133 | 120 | $0 | 0 | +120 | New Buy | |
| JNBA Financial Advisors | <0.01% | <0.01% | #35 | $5,477 | 107 | $5,409 | 105 | +2+1.90% | Add | |
| Kingdom Financial Group LLC. | <0.01% | — | #33 | $5,443 | 106 | $0 | 0 | +106 | New Buy | |
| Quest 10 Wealth Builders, Inc. | <0.01% | — | #25 | $4,673 | 91 | $0 | 0 | +91 | New Buy | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #40 | $718 | 14 | $718 | 14 | 00.00% | Unchanged |