CUSIP: 78433H485 | NYSE | 67 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 231,425 | $11.6M | 0.2% | Core | Medium | Arden Hills, MN | 2026-10-08 | |
| 191,101 | $9.6M | 2.5% | Growth | Medium | Dallas, TX | 2026-10-27 | |
| 83,402 | $4.2M | 0.1% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 40,628 | $2.0M | 1.2% | Growth | High | Westport, CT | 2026-10-20 | |
| 35,272 | $1.8M | 0.6% | ETF | Medium | Chandler, AZ | 2026-11-03 | |
| 34,386 | $1.7M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 27,632 | $1.4M | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 16,933 | $850.2K | 0.1% | Core | Low | Scottsdale, AZ | 2026-11-03 | |
| 15,719 | $825.2K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 15,031 | $754.7K | 0.3% | ETF | Low | Franklin, TN | 2026-10-19 | |
| 13,730 | $689.4K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 10,873 | $546 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 10,574 | $535.7K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 10,000 | $502.1K | 0.2% | ETF | Low | Austin, TX | 2026-10-14 | |
| 9,089 | $456.4K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 7,980 | $410.4K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 7,980 | $410.4K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 7,678 | $385.5K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 6,500 | $326.4K | 0.1% | Growth | Medium | St. Louis, MO | 2026-10-22 | |
| 6,049 | $303.7K | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2026-10-15 | |
| 5,700 | $286.2K | 0.0% | ETF | Low | Charlotte, NC | 2026-10-22 | |
| 5,662 | $284.3K | 0.0% | ETF | Very Low | Wellesley, MA | 2026-10-19 | |
| 5,138 | $258.0K | 0.0% | Growth | Medium | Dallas, TX | 2026-10-20 | |
| 5,126 | $257.4K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 4,233 | $212.5K | 0.0% | Growth | Medium | Omaha, NE | 2026-10-15 | |
| 2,162 | $108.6K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 1,501 | $75.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 900 | $45.2K | 0.0% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 727 | $36.5K | 0.0% | Growth | Low | Saratoga Springs, NY | 2026-10-14 | |
| 500 | $25.1K | 0.0% | ETF | High | Needham, MA | 2026-10-09 | |
| 418 | $21.0K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 250 | $12.6K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 183 | $9.2K | 0.0% | ETF | Low | Santa Monica, CA | 2026-10-26 | |
| 109 | $5.5K | 0.0% | ETF | Medium | Burien, WA | 2026-10-21 | |
| 50 | $2.5K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 41 | $2.1K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 39 | $2.0K | 0.0% | Core | Low | Spokane, WA | 2026-10-14 |