CUSIP: 78418A604 | 26 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 702,000 | $450.7K | 0.8% | Growth | Very High | Miami Beach, FL | 2025-08-14 | |
| 89,144 | $57.5K | 0.0% | N/A | N/A | Valley Forge, PA | 2025-08-11 | |
| 65,386 | $42 | 0.0% | GARP | Very High | New York, NY | 2025-08-14 | |
| 52,129 | $33.6K | 0.0% | Index | Very Low | Boston, MA | 2025-08-08 | |
| 50,561 | $32.6K | 0.0% | Value | Very High | London, United Kingdom | 2025-08-12 | |
| 42,834 | $27.5K | 0.0% | Core | High | New York, NY | 2025-08-13 | |
| 31,121 | $20.0K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-08-14 | |
| 30,470 | $19.7K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-08-14 | |
| 22,401 | $14.4K | 0.0% | ETF | Medium | New York, NY | 2025-08-13 | |
| 22,000 | $14.1K | 0.0% | Growth | Very Low | Irving, TX | 2025-08-08 | |
| 13,633 | $8.7K | 0.0% | Value | Very High | New York, NY | 2025-08-14 | |
| 10,368 | $7 | 0.0% | GARP | Very High | New York, NY | 2025-08-12 | |
| 6,926 | $4.4K | 0.0% | Index | Very Low | New York, NY | 2025-08-12 | |
| 4,103 | $2.6K | 0.0% | GARP | Very High | New York, NY | 2025-08-15 | |
| 1,383 | $887 | 0.0% | Core | Low | New York, NY | 2025-08-14 | |
| 59 | $37 | 0.0% | Core | Low | Charlotte, NC | 2025-08-14 | |
| 19 | $12 | 0.0% | Value | Very High | Chicago, IL | 2025-08-14 | |
| 2 | $1 | 0.0% | Growth | Low | Copenhagen V, Greece | 2025-12-18 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-08-12 |