CUSIP: 780915104 | US | Financial Services · Asset Management | Small Cap | 371 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13D/ASaba Capital Management, L.P. | 3,786,726 | 7.1% | +533,750 | Aug 4, 2026 | 3,346,703 sh (Jun 30, 2026) |
| 13G/AMorgan Stanley with Morgan Stanley Smith Barney LLC | 2,558,877 | 4.8% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,282,575 | $17.2M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 1,174,350 | $15.8M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 911,139 | $12.2M | 9.8% | Yield | Low | Mclean, VA | 2026-11-04 | |
| 700,377 | $9.4M | 1.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 566,878 | $7.6M | 0.3% | ETF | Medium | Boston, MA | 2026-10-26 | |
| 468,805 | $6.3M | 4.8% | GARP | Very Low | Venice, FL | 2026-10-19 | |
| 344,409 | $4.6M | 0.7% | Deep Value | Low | Modesto, CA | 2026-10-30 | |
| 282,819 | $3.8M | 5.5% | Yield | High | New York, NY | 2026-11-04 | |
| 233,299 | $3.1M | 1.0% | Yield | High | Arlington, VA | 2026-10-14 | |
| 210,187 | $2.7M | 0.4% | Value | Low | Overland Park, KS | 2026-11-03 | |
| 195,776 | $2.6M | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 | |
| 121,032 | $1.6M | 0.2% | Yield | High | Chicago, IL | 2026-11-05 | |
| 107,947 | $1.5M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 97,111 | $1.3M | 0.1% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 66,152 | $889 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 64,752 | $832.1K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 64,752 | $832.1K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 62,866 | $844.9K | 0.0% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 49,366 | $663.5K | 0.0% | Growth | Medium | Indianapolis, IN | 2026-10-08 | |
| 49,010 | $658.7K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 45,505 | $611.6K | 0.5% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 39,719 | $533.8K | 0.5% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 31,430 | $422.4K | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 | |
| 30,404 | $408.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 25,558 | $343.5K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 24,919 | $334.9K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 23,002 | $309.1K | 0.2% | Yield | Very Low | Stockton, CA | 2026-10-09 | |
| 17,934 | $241 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 17,127 | $230.2K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 16,492 | $221.7K | 0.0% | ETF | Very Low | Fullerton, CA | 2026-10-09 | |
| 15,877 | $213.4K | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-13 | |
| 14,211 | $191.0K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 13,896 | $186.8K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 13,642 | $179.9K | 0.0% | Index | Very Low | West Chester, PA | 2026-10-09 | |
| 13,398 | $180.1K | 0.0% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 12,202 | $164.0K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 11,919 | $160.2K | 0.0% | Core | Medium | St. George, UT | 2026-10-28 | |
| 3,250 | $43.7K | 0.0% | ETF | Low | Providence, RI | 2026-10-22 | |
| 2,281 | $31.0K | 0.0% | Deep Value | Medium | Saint Louis, MO | 2026-10-15 | |
| 1,522 | $20.5K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 1,324 | $17.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 740 | $9.9K | 0.0% | Deep Value | Medium | Bellevue, WA | 2026-10-30 | |
| 677 | $9.9K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 190 | $2.6K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 173 | $2.3K | 0.0% | Core | Low | Spokane, WA | 2026-10-14 | |
| 61 | $820 | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 4 | $54 | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |