Ticker: SDFI CUSIP: 00039J848 Class: SHORT DURATION I
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Wagner Wealth Management, LLC | 3,280 | $117 |
| Kestra Advisory Services, LLC | 3,867 | $138 |
| Global Retirement Partners, LLC | 774 | $28 |
| AMERIFLEX GROUP, INC. | 141 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 3,141,863 | 3,609,493 | +467,630 (+14.9%) |
| LPL Financial LLC | 213,714 | 254,724 | +41,010 (+19.2%) |
| JANE STREET GROUP, LLC | 48,510 | 74,065 | +25,555 (+52.7%) |
| OSAIC HOLDINGS, INC. | 9,264 | 11,504 | +2,240 (+24.2%) |
| UBS Group AG | 93 | 260 | +167 (+179.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CITADEL ADVISORS LLC | 42,943 | 29,058 | -13,885 (-32.3%) |
| Merit Financial Group, LLC | 9,086 | 7,906 | -1,180 (-13.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 12,267 | 11,914 | -353 (-2.9%) |