CUSIP: 78397T103 | NASDAQ | 75 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 9,178,282 | $6.3M | 0.1% | Agg Growth | Medium | New York, NY | 2024-02-14 | |
| 9,178,282 | $6.3M | 0.2% | Core | Medium | San Francisco, CA | 2024-02-14 | |
| 4,584,571 | $3.2M | 0.1% | Deep Value | Medium | New York, NY | 2024-02-14 | |
| 996,132 | $684.8K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 807,535 | $555 | 0.0% | Core | Very Low | Sioux Falls, SD | 2024-01-17 | |
| 506,513 | $348.2K | 0.0% | Index | Low | Englewood, NJ | 2024-02-14 | |
| 356,364 | $245.1K | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 277,777 | $191.0K | 0.0% | Core | Low | New York, NY | 2024-02-13 | |
| 192,027 | $132.0K | 0.0% | Yield | Very Low | Fort Collins, CO | 2024-02-06 | |
| 88,000 | $60.5K | 0.0% | Index | Low | Austin, TX | 2024-02-14 | |
| 81,241 | $55.9K | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 69,000 | $47.4K | 0.0% | Growth | Low | Overland Park, KS | 2024-02-14 | |
| 63,100 | $43 | 0.0% | Core | High | New York, NY | 2024-02-13 | |
| 52,643 | $36.2K | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 52,296 | $36 | 0.0% | Core | Very Low | Bedminster, NJ | 2024-02-13 | |
| 51,891 | $35.7K | 0.0% | ETF | Medium | Jackson, TN | 2024-02-05 | |
| 47,518 | $32.7K | 0.0% | Index | Very Low | Overland Park, KS | 2024-02-14 | |
| 46,373 | $31.9K | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 44,476 | $30.6K | 0.0% | Index | Very Low | Chicago, IL | 2024-02-13 | |
| 16,719 | $11.5K | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 16,238 | $11.2K | 0.0% | Index | Very Low | San Francisco, CA | 2024-02-06 | |
| 15,235 | $10.5K | 0.0% | GARP | Very High | New York, NY | 2024-02-13 | |
| 13,750 | $9.5K | 0.0% | ETF | Very Low | Deerfield, IL | 2024-02-02 | |
| 12,823 | $9 | 0.0% | ETF | Low | Waltham, MA | 2024-02-06 | |
| 11,506 | $7.9K | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 10,000 | $6.9K | 0.0% | Value | Very Low | South Bend, IN | 2024-02-08 | |
| 10,000 | $6.9K | 0.0% | Core | Low | Milwaukee, WI | 2024-02-14 | |
| 5,435 | $6.5K | 0.0% | Deep Value | Very Low | Sioux Falls, SD | 2024-02-14 | |
| 5,030 | $3.5K | 0.0% | Growth | Low | Indianapolis, IN | 2024-02-14 | |
| 3,620 | $2.5K | 0.0% | ETF | High | San Diego, CA | 2024-02-14 | |
| 2,000 | $1.4K | 0.0% | Core | Low | Eagan, MN | 2024-02-08 | |
| 951 | $654 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 500 | $344 | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 343 | $236 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 294 | $202 | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 145 | $100 | 0.0% | Core | Low | New Orleans, LA | 2024-02-13 | |
| 69 | $47 | 0.0% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 68 | $0 | 0.0% | Core | Low | Toronto, Australia | 2024-02-14 | |
| 54 | $38 | 0.0% | Core | Low | Charlotte, NC | 2024-02-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |