CUSIP: 78464A441 | 51 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,291,968 | $32.8K | 0.3% | Agg Growth | Very Low | San Francisco, CA | 2019-09-25 | |
| 666,040 | $16.9K | 0.0% | Core | Low | New York, NY | 2016-08-12 | |
| 150,593 | $3.8K | 0.1% | GARP | Medium | Geneva 73, Switzerland | 2016-08-10 | |
| 150,593 | $3.8K | 0.0% | Core | Medium | Geneva 73, Switzerland | 2016-08-10 | |
| 141,462 | $3.6K | 0.0% | Core | Low | Toronto, Australia | 2016-08-24 | |
| 133,010 | $3.4K | 0.0% | Core | Medium | Zurich, Switzerland | 2016-08-12 | |
| 110,730 | $2.8K | 0.0% | Core | Low | Charlotte, NC | 2016-08-15 | |
| 74,290 | $1.9K | 0.0% | Growth | Low | South Pasadena, CA | 2016-07-28 | |
| 36,327 | $922 | 0.0% | Growth | High | Bala Cynwyd, PA | 2016-08-15 | |
| 33,092 | $840 | 0.0% | Core | Low | San Francisco, CA | 2016-08-11 | |
| 26,021 | $660 | 0.0% | N/A | N/A | Waltham, MA | 2016-08-04 | |
| 22,341 | $569 | 0.0% | Index | Very Low | Fort Mill, SC | 2016-08-15 | |
| 16,996 | $431 | 0.0% | Core | Low | Omaha, NE | 2016-08-09 | |
| 12,772 | $324 | 0.0% | ETF | Low | Santa Monica, CA | 2016-07-29 | |
| 11,106 | $282 | 0.0% | N/A | N/A | Chesterfield, MO | 2016-08-15 | |
| 10,820 | $275 | 0.0% | N/A | N/A | Westport, CT | 2016-07-21 | |
| 10,500 | $266 | 0.0% | Core | Low | Chicago, IL | 2016-07-12 | |
| 9,336 | $237 | 0.0% | N/A | N/A | Santa Barbara, CA | 2016-08-04 | |
| 9,250 | $235 | 0.0% | Core | Very High | New York, NY | 2016-08-15 | |
| 7,400 | $188 | 0.0% | Core | Medium | New York, NY | 2016-08-12 | |
| 5,342 | $136 | 0.0% | ETF | Medium | Los Angeles, CA | 2016-08-09 | |
| 4,289 | $109 | 0.0% | Growth | Low | Tampa, FL | 2019-06-03 | |
| 3,600 | $91 | 0.0% | N/A | N/A | Phoenix, AZ | 2016-08-12 | |
| 3,308 | $84 | 0.0% | Index | Very Low | Overland Park, KS | 2016-07-12 | |
| 2,414 | $61 | 0.0% | N/A | N/A | New York, NY | 2016-07-25 | |
| 2,290 | $58 | 0.0% | Growth | Low | San Francisco, CA | 2016-08-19 | |
| 250 | $6 | 0.0% | ETF | Low | Irvine, CA | 2016-08-12 | |
| 1 | $0 | 0.0% | GARP | Very High | San Francisco, CA | 2016-08-15 |