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STA STR SP S&P NOR AN Res-Ui (NANR)

CUSIP: 78463X152 | NYSE | 309 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Capital Wealth Management, LLC367,207
7.0% of portfolio›$30.8M
Cornerstone Planning Group LLC200,269
2.2% of portfolio›$17.4M
XML Financial, LLC135,082
0.8% of portfolio›$11.3M
Schmidt P J Investment Management Inc98,216
1.3% of portfolio›$8.2M
CFS Investment Advisory Services, LLC94,701
0.5% of portfolio›$8.1M
Fiduciary Alliance LLC74,002
0.5% of portfolio›$6.2M
Hollow Brook Wealth Management LLC53,642
0.8% of portfolio›$4.5M
Certified Advisory Corp39,440
0.3% of portfolio›$3.3M
International Assets Investment Management, LLC27,612
0.1% of portfolio›$2.3M
Westwind Capital27,143
0.0% of portfolio›$2.3K
D.A. Davidson & Co.24,592
0.0% of portfolio›$2.1M
Plan Group Financial, LLC22,353
0.4% of portfolio›$2.0M
Armstrong Advisory Group, Inc15,995
0.1% of portfolio›$1.3M
Aaron Wealth Advisors LLC15,484
0.1% of portfolio›$1.3M
Virtue Capital Management, LLC14,176
0.2% of portfolio›$1.2M
Focus Financial Network, Inc.13,870
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.10,415
0.0% of portfolio›$872
Independent Financial Group, LLC9,810
0.0% of portfolio›$821.8K
Founders Financial Securities LLC8,170
0.0% of portfolio›$684.4K
MGO One Seven LLC5,103
0.0% of portfolio›$427.5K
RFG Advisory, LLC4,619
0.0% of portfolio›$386.9K
Planning Strategies Inc.4,394
0.2% of portfolio›$368.1K
First Heartland Consultants, Inc.4,287
0.0% of portfolio›$359.1K
Atria Investments, Inc4,230
0.0% of portfolio›$354.3K
Commonwealth Equity Services, LLC4,041
0.0% of portfolio›$338.5K
Assetmark, Inc3,943
0.0% of portfolio›$330.3K
Cooper Financial Group3,494
0.0% of portfolio›$292.7K
Landmark Wealth Management, LLC3,352
0.1% of portfolio›$280.8K
Tempus Wealth Planning, LLC3,177
0.1% of portfolio›$266.1K
Mezzasalma Advisors, LLC3,177
0.1% of portfolio›$266.1K
DiNuzzo Private Wealth, Inc.2,880
0.0% of portfolio›$241.3K
Wealth Enhancement Advisory Services, LLC2,823
0.0% of portfolio›$243.6K
XY Planning Network, Inc.2,560
0.0% of portfolio›$214.5K
Mather Group, Llc.1,654
0.0% of portfolio›$138.6K
Lanark Financial, Inc.1,207
0.0% of portfolio›$101.1K
Cape Investment Advisory, Inc.965
0.0% of portfolio›$80.8K
Root Financial Partners, LLC833
0.0% of portfolio›$69.8K
Triumph Capital Management755
0.0% of portfolio›$63.2K
Jnba Financial Advisors723
0.0% of portfolio›$60.6K
Wolff Wiese Magana LLC608
0.0% of portfolio›$50.9K
Parallel Advisors, LLC566
0.0% of portfolio›$47.4K
IFP Advisors, Inc480
0.0% of portfolio›$40.2K
Creative Financial Designs Inc456
0.0% of portfolio›$38.2K
CoreCap Advisors, LLC451
0.0% of portfolio›$37.8K
Compass Financial Management LLC309
0.0% of portfolio›$25.9K
Farther Finance Advisors, LLC252
0.0% of portfolio›$21.1K
Private Trust Co NA223
0.0% of portfolio›$18.7K
Blue Trust, Inc.200
0.0% of portfolio›$16.8K
Signature Equity Partners, LLC200
0.0% of portfolio›$16.8K
Evermay Wealth Management LLC192
0.0% of portfolio›$16.1K
United Financial Planning Group LLC125
0.0% of portfolio›$10.5K
Key FInancial Inc116
0.0% of portfolio›$9.7K
AlphaCore Capital LLC92
0.0% of portfolio›$7.7K
Concord Wealth Partners89
0.0% of portfolio›$7.5K
Ashton Thomas Private Wealth, LLC55
0.0% of portfolio›$4.6K
Valley National Advisers Inc50
0.0% of portfolio›$4.2K
Foresight Capital Management Advisors, Inc.36
0.0% of portfolio›$3.0K
Balentine LLC29
0.0% of portfolio›$2.4K
Cassaday & Co Wealth Management LLC28
0.0% of portfolio›$2.3K
CX Institutional21
0.0% of portfolio›$2
MTM Investment Management, LLC13
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Capital Wealth Management, LLC
367,207$30.8M7.0%ETFVery LowW. Warwick, RI2026-10-27
Cornerstone Planning Group LLC
200,269$17.4M2.2%ETFMediumFairfield, NJ2026-10-16
XML Financial, LLC
135,082$11.3M0.8%ETFLowBethesda, MD2026-10-29
Schmidt P J Investment Management Inc
98,216$8.2M1.3%GrowthVery LowCedarburg, WI2026-11-02
CFS Investment Advisory Services, LLC
94,701$8.1M0.5%ETFMediumTotowa, NJ2026-10-19
Fiduciary Alliance LLC
74,002$6.2M0.5%CoreMediumGreenville, SC2026-10-13
Hollow Brook Wealth Management LLC
53,642$4.5M0.8%CoreLowKatonah, NY2026-10-29
Certified Advisory Corp
39,440$3.3M0.3%ETFLowAltamonte Springs, FL2026-10-29
International Assets Investment Management, LLC
27,612$2.3M0.1%CoreVery HighOrlando, FL2026-11-02
Westwind Capital
27,143$2.3K0.0%MomentumHighLas Cruces, NM2026-10-08
D.A. Davidson & Co.
24,592$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Plan Group Financial, LLC
22,353$2.0M0.4%ETFMediumOklahoma City, OK2026-10-22
Armstrong Advisory Group, Inc
15,995$1.3M0.1%ETFHighNeedham, MA2026-10-09
Aaron Wealth Advisors LLC
15,484$1.3M0.1%GrowthMediumChicago, IL2026-10-13
Virtue Capital Management, LLC
14,176$1.2M0.2%GrowthHighBrentwood, TN2026-10-29
Focus Financial Network, Inc.
13,870$1.2M0.0%ETFLowMinneapolis, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
10,415$8720.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
9,810$821.8K0.0%GrowthLowSan Diego, CA2026-10-13
Founders Financial Securities LLC
8,170$684.4K0.0%ETFMediumTowson, MD2026-10-28
MGO One Seven LLC
5,103$427.5K0.0%GrowthLowBeachwood, OH2026-10-28
RFG Advisory, LLC
4,619$386.9K0.0%ETFMediumBirmingham, AL2026-11-03
Planning Strategies Inc.
4,394$368.1K0.2%ETFN/ALancaster, PA2026-10-02
First Heartland Consultants, Inc.
4,287$359.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
4,230$354.3K0.0%CoreMediumCharlotte, NC2026-10-15
Commonwealth Equity Services, LLC
4,041$338.5K0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
3,943$330.3K0.0%ETFLowConcord, CA2026-10-21
Cooper Financial Group
3,494$292.7K0.0%GrowthMediumIrvine, CA2026-10-07
Landmark Wealth Management, LLC
3,352$280.8K0.1%ETFVery LowMelville, NY2026-11-03
Tempus Wealth Planning, LLC
3,177$266.1K0.1%ETFMediumIrvine, CA2026-10-14
Mezzasalma Advisors, LLC
3,177$266.1K0.1%GrowthLowTinton Falls, NJ2026-10-14
DiNuzzo Private Wealth, Inc.
2,880$241.3K0.0%ETFLowBeaver, PA2026-10-16
Wealth Enhancement Advisory Services, LLC
2,823$243.6K0.0%CoreLowPlymouth, MN2026-10-13
XY Planning Network, Inc.
2,560$214.5K0.0%ETFLowBozeman, MT2026-10-14
Mather Group, Llc.
1,654$138.6K0.0%ETFMediumChicago, IL2026-10-14
Lanark Financial, Inc.
1,207$101.1K0.0%CoreMediumBirmingham, AL2026-10-26
Cape Investment Advisory, Inc.
965$80.8K0.0%ETFLowMcdonough, GA2026-10-13
Root Financial Partners, LLC
833$69.8K0.0%ETFMediumEncinitas, CA2026-10-21
Triumph Capital Management
755$63.2K0.0%ETFMediumDenver, CO2026-10-14
Jnba Financial Advisors
723$60.6K0.0%ETFMediumBloomington, MN2026-11-03
Wolff Wiese Magana LLC
608$50.9K0.0%GrowthLowCarslbad, CA2026-10-15
Parallel Advisors, LLC
566$47.4K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
480$40.2K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
456$38.2K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
451$37.8K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
309$25.9K0.0%CoreN/ATampa, FL2026-10-30
Farther Finance Advisors, LLC
252$21.1K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
223$18.7K0.0%CoreLowCleveland, OH2026-10-20
Blue Trust, Inc.
200$16.8K0.0%ETFLowBrentwood, TN2026-10-15
Signature Equity Partners, LLC
200$16.8K0.0%GrowthMediumColumbus, OH2026-10-29
Evermay Wealth Management LLC
192$16.1K0.0%ETFLowArlington, VA2026-11-05
United Financial Planning Group LLC
125$10.5K0.0%ETFHighHauppauge, NY2026-11-04
Key FInancial Inc
116$9.7K0.0%ETFLowWest Chester, PA2026-11-02
AlphaCore Capital LLC
92$7.7K0.0%ETFLowLa Jolla, CA2026-11-04
Concord Wealth Partners
89$7.5K0.0%GrowthLowAbingdon, VA2026-11-02
Ashton Thomas Private Wealth, LLC
55$4.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Valley National Advisers Inc
50$4.2K0.0%ETFLowBethlehem, PA2026-10-23
Foresight Capital Management Advisors, Inc.
36$3.0K0.0%CoreMediumSaline, MI2026-10-27
Balentine LLC
29$2.4K0.0%ETFLowAtlanta, GA2026-11-03
Cassaday & Co Wealth Management LLC
28$2.3K0.0%ETFVery LowMclean, VA2026-10-27
CX Institutional
21$20.0%CoreMediumAuburn, IN2026-10-02
MTM Investment Management, LLC
13$1.1K0.0%CoreVery LowSpartanburg, SC2026-10-30