CUSIP: 78163D100 | NYSE | Financial Services · Asset Management | Micro Cap | 244 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/AOCM Growth Holdings LLC | 7,029,668 | 16.6% | Unchanged | May 7, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 307,018 | $2.0M | 1.0% | ETF | Medium | Bloomington, MN | 2026-10-15 | |
| 185,261 | $1.2K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 150,467 | $996.1K | 0.0% | ETF | N/A | Mclean, VA | 2026-10-23 | |
| 100,625 | $666.1K | 0.0% | Core | Low | New York, NY | 2026-11-03 | |
| 92,214 | $610.5K | 0.0% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 70,585 | $467.3K | 0.5% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 62,306 | $412.5K | 0.3% | Growth | Medium | Golden, CO | 2026-10-19 | |
| 57,636 | $381.6K | 1.4% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 51,896 | $335.2K | 0.0% | Yield | Medium | Ft Lauderdale, FL | 2026-10-09 | |
| 37,815 | $250 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 28,105 | $186.1K | 0.0% | ETF | Low | Memphis, TN | 2026-10-13 | |
| 19,446 | $128.7K | 0.1% | Growth | Medium | Evanston, IL | 2026-10-20 | |
| 17,096 | $113.2K | 0.0% | Growth | Medium | Provo, UT | 2026-10-20 | |
| 16,785 | $111.1K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 | |
| 14,947 | $98.9K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 14,000 | $92.7K | 0.0% | ETF | Very Low | San Juan, PR | 2026-11-02 | |
| 13,840 | $91.6K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 12,660 | $84 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 10,000 | $66.2K | 0.0% | Growth | Low | San Francisco, CA | 2026-10-22 | |
| 2,588 | $17.1K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 1,062 | $7.0K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 913 | $6.0K | 0.0% | GARP | Very High | Reno, NV | 2026-10-09 | |
| 901 | $6.0K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 751 | $5.0K | 0.0% | ETF | Low | Murray, UT | 2026-10-28 | |
| 548 | $3.6K | 0.0% | Growth | Low | Owensboro, KY | 2026-10-26 | |
| 262 | $1.7K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 195 | $1.3K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 185 | $1.2K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 147 | $974 | 0.0% | ETF | Very Low | O'Fallon, IL | 2026-10-19 | |
| 129 | $854 | 0.0% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 81 | $535 | 0.0% | Core | Medium | Hilton Head Island, SC | 2026-10-23 | |
| 70 | $463 | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 37 | $245 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 3 | $20 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 1 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 |