CUSIP: 780910105 | US | Financial Services · Asset Management | Mid Cap | 648 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 743,968 | $12.7M | 1.5% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 573,423 | $9.8M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 513,739 | $8.8M | 2.9% | Yield | High | Arlington, VA | 2026-10-14 | |
| 461,960 | $7.7M | 1.2% | Value | Low | Overland Park, KS | 2026-11-03 | |
| 321,463 | $5.5M | 4.2% | ETF | Medium | Centennial, CO | 2026-10-13 | |
| 225,373 | $3.9M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 224,949 | $3.9M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 210,039 | $3.6M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 198,321 | $3.4M | 1.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 196,174 | $3.4M | 4.9% | Yield | High | New York, NY | 2026-11-04 | |
| 195,780 | $3.4M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 150,877 | $2.6M | 0.2% | Core | Low | New York, NY | 2026-11-02 | |
| 140,478 | $2.4K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 123,352 | $2.1M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 114,505 | $2.0M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 93,369 | $1.6M | 0.1% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 84,396 | $1.4M | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 79,118 | $1.4M | 0.1% | ETF | Low | Newburgh, NY | 2026-10-30 | |
| 76,897 | $1.3M | 0.4% | Growth | Low | West Deptford, NJ | 2026-10-21 | |
| 63,793 | $1.1M | 0.2% | Core | Very Low | Rocky Mount, NC | 2026-10-15 | |
| 60,851 | $1.0M | 0.2% | ETF | Low | Waverly, IA | 2026-10-13 | |
| 60,016 | $1.0M | 0.2% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 59,862 | $1.0M | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 56,290 | $964 | 0.0% | Value | Medium | Tulsa, OK | 2026-10-13 | |
| 55,000 | $942.2K | 0.2% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 51,232 | $877.6K | 0.1% | Deep Value | Low | Modesto, CA | 2026-10-30 | |
| 49,655 | $850.6K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 40,866 | $700.0K | 0.5% | ETF | Medium | Indianapolis, IN | 2026-10-09 | |
| 39,395 | $674.8K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 38,172 | $653.9K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 37,275 | $639 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 36,790 | $622.5K | 0.1% | Core | Very High | Leawood, KS | 2026-10-20 | |
| 36,629 | $627.5K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 35,803 | $613.3K | 0.5% | Yield | Low | Mclean, VA | 2026-11-04 | |
| 33,222 | $569.1K | 0.5% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 28,800 | $493.3K | 0.4% | GARP | Very Low | Venice, FL | 2026-10-19 | |
| 28,164 | $482.3K | 0.2% | Growth | Low | University Park, FL | 2026-10-09 | |
| 27,340 | $468.3K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 26,331 | $451.1K | 0.2% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 26,138 | $447.8K | 0.1% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 23,827 | $408.2K | 0.1% | Core | Low | Cincinnati, OH | 2026-10-28 | |
| 23,470 | $402.0K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-10-16 | |
| 23,374 | $400.4K | 0.1% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 22,005 | $376.9K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 22,003 | $376.9K | 0.0% | ETF | Very Low | Fullerton, CA | 2026-10-09 | |
| 21,282 | $363.7K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 19,981 | $342.3K | 0.1% | Momentum | Low | Nashville, TN | 2026-10-09 | |
| 18,237 | $312.4K | 0.1% | ETF | Low | Cleveland, OH | 2026-10-16 | |
| 18,068 | $309.5K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 18,011 | $308.5K | 0.1% | Core | Low | Henrico, VA | 2026-10-27 | |
| 16,740 | $286.8K | 0.1% | Growth | Low | Palm Desert, CA | 2026-10-20 | |
| 16,000 | $295.5K | 0.0% | ETF | Medium | Albany, NY | 2026-10-26 | |
| 15,695 | $268.9K | 0.1% | ETF | Very Low | Daytona Beach, FL | 2026-11-03 | |
| 15,527 | $266.0K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 14,864 | $254.6K | 0.1% | ETF | Low | Oakbrook Terrace, IL | 2026-10-21 | |
| 14,446 | $247.5K | 0.2% | ETF | Low | Ripon, CA | 2026-11-03 | |
| 13,638 | $233.6K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 13,451 | $230.4K | 0.1% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 12,517 | $214.4K | 0.1% | ETF | Low | Providence, RI | 2026-10-22 | |
| 12,175 | $208.6K | 0.0% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 12,089 | $207.1K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 11,573 | $198.3K | 0.0% | Core | Low | Norwich, VT | 2026-10-28 | |
| 10,957 | $187.7K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 10,842 | $185.7K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 10,840 | $182.2K | 0.0% | Index | Very Low | West Chester, PA | 2026-10-09 | |
| 10,682 | $183.0K | 0.1% | ETF | Very Low | Port Charlotte, FL | 2026-10-27 | |
| 10,253 | $175.6K | 0.0% | ETF | Very Low | Harrisonburg, VA | 2026-10-09 | |
| 10,217 | $175.0K | 0.0% | ETF | Very Low | Hanover, NH | 2026-10-23 | |
| 6,480 | $111.0K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 6,125 | $104.9K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 5,408 | $92.6K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 3,918 | $67.0K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 3,701 | $63.4K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 2,900 | $49.7K | 0.0% | Core | Very Low | Providence, RI | 2026-10-16 | |
| 2,808 | $48.1K | 0.0% | ETF | Low | Southfied, MI | 2026-10-26 | |
| 2,029 | $34.8K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 1,710 | $29.3K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 1,617 | $27.7K | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 1,373 | $23.5K | 0.0% | Core | Low | Auburn, IN | 2026-10-27 | |
| 1,236 | $21.2K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 963 | $16.5K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 624 | $10.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 500 | $8.6K | 0.0% | ETF | Low | Des Moines, IA | 2026-10-22 | |
| 480 | $8.2K | 0.0% | Growth | Very Low | Norwalk, IA | 2026-10-20 | |
| 403 | $6.9K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 363 | $6.2K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 337 | $5.8K | 0.0% | Growth | Low | Bloomington, IL | 2026-10-30 | |
| 325 | $5.6K | 0.0% | ETF | Very Low | Center Valley, PA | 2026-10-16 | |
| 207 | $4 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 203 | $3.5K | 0.0% | ETF | Very Low | Manhattan, KS | 2026-10-09 | |
| 161 | $2.8K | 0.0% | Growth | Medium | New London, NH | 2026-11-04 | |
| 137 | $2.3K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 107 | $1.8K | 0.0% | Core | Low | Spokane, WA | 2026-10-14 | |
| 55 | $943 | 0.0% | ETF | Very Low | Naperville, IL | 2026-10-23 | |
| 32 | $548 | 0.0% | ETF | Low | West Chester, PA | 2026-11-02 |