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CUSIP: 78464A516 | NYSE | 802 institutional holders

Quarters

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

Creative Planning1,467,195
0.0% of portfolio›$31.1M
Gould Asset Management LLC760,536
2.6% of portfolio›$16.1M
Tectonic Advisors LLC744,825
0.7% of portfolio›$15.8M
Leuthold Group, LLC527,927
1.0% of portfolio›$11.2M
Walkner Condon Financial Advisors LLC487,029
1.1% of portfolio›$10.3M
Citigroup Inc473,792
0.0% of portfolio›$10.0M
Farther Finance Advisors, LLC448,827
0.1% of portfolio›$9.5M
LPL Financial LLC424,919
0.0% of portfolio›$9.0M
Net Worth Advisory Group401,238
2.1% of portfolio›$8.5M
Ackerman Capital Advisors, LLC312,192
1.3% of portfolio›$6.6M
NewSquare Capital LLC247,379
0.4% of portfolio›$5.2M
PNC Financial Services Group, Inc.234,869
0.0% of portfolio›$5.0M
Baron Financial Group, LLC177,376
1.8% of portfolio›$3.8M
MacKenzie Financial Corp173,005
0.0% of portfolio›$3.7M
Assetmark, Inc150,721
0.0% of portfolio›$3.2M
Upper Left Wealth Management, LLC149,456
1.6% of portfolio›$3.2M
Commonwealth Equity Services, LLC87,930
0.0% of portfolio›$1.9M
Auour Investments LLC82,688
0.5% of portfolio›$1.8M
CFG Wealth Management Services, Inc.68,314
1.3% of portfolio›$1.4M
Euro Pacific Asset Management, LLC55,884
0.1% of portfolio›$1.2M
Tennessee Valley Asset Management Partners49,726
0.1% of portfolio›$1.1M
AMG National Trust Bank43,942
0.0% of portfolio›$930.7K
Convergence Financial, LLC43,581
0.1% of portfolio›$923.0K
Fifth Third Securities, Inc.39,012
0.0% of portfolio›$826.3K
RFG Advisory, LLC34,350
0.0% of portfolio›$727.5K
Cambridge Investment Research Advisors, Inc.33,302
0.0% of portfolio›$705
Vontobel Holding Ltd.31,865
0.0% of portfolio›$674.9K
Concurrent Investment Advisors, LLC26,295
0.0% of portfolio›$556.9K
Covestor Ltd23,853
0.0% of portfolio›$505
Atria Investments, Inc23,682
0.0% of portfolio›$501.6K
First Heartland Consultants, Inc.22,968
0.0% of portfolio›$486.5K
Wealth Enhancement Advisory Services, LLC22,718
0.0% of portfolio›$481.8K
Fifth Third Bancorp20,017
0.0% of portfolio›$424.0K
Fisher Asset Management, LLC19,688
0.0% of portfolio›$417.0K
Eclectic Associates Inc18,627
0.0% of portfolio›$394.5K
Park Avenue Securities LLC15,693
0.0% of portfolio›$332
FSM Wealth Advisors, LLC14,700
0.0% of portfolio›$311.8K
Kestra Advisory Services, LLC14,314
0.0% of portfolio›$303.2K
4Thought Financial Group Inc.13,682
0.1% of portfolio›$289.8K
Post Resch Tallon Group Inc.11,793
0.2% of portfolio›$249.8K
Camelot Technology Advisors, Inc.11,712
0.2% of portfolio›$248.1K
Fiduciary Financial Group, LLC11,542
0.0% of portfolio›$244.5K
Clark Asset Management, LLC11,369
0.0% of portfolio›$240.8K
Choreo, LLC11,164
0.0% of portfolio›$236.5K
Prime Capital Investment Advisors, LLC10,330
0.0% of portfolio›$218.8K
Truist Financial Corp9,804
0.0% of portfolio›$207.6K
Realta Investment Advisors9,755
0.1% of portfolio›$206.6K
Eastern Bank9,125
0.0% of portfolio›$193.3K
Cullen T Bankers, Inc.7,228
0.0% of portfolio›$153.1K
Cape Investment Advisory, Inc.2,025
0.0% of portfolio›$42.9K
Gen-Wealth Partners Inc1,786
0.0% of portfolio›$37.8K
Richardson Financial Services Inc.1,640
0.0% of portfolio›$34.7K
Center for Financial Planning, Inc.1,403
0.0% of portfolio›$29.7K
United Financial Planning Group LLC1,382
0.0% of portfolio›$29.3K
Breakwater Investment Management1,349
0.0% of portfolio›$28.6K
United Community Bank1,280
0.0% of portfolio›$27.1K
Beacon Capital Management, Inc.1,252
0.0% of portfolio›$26.5K
Triumph Capital Management1,236
0.0% of portfolio›$26.2K
Angeles Wealth Management, LLC1,180
0.0% of portfolio›$25.0K
Allworth Financial LP1,047
0.0% of portfolio›$22.7K
Private Trust Co NA585
0.0% of portfolio›$12.4K
Lanark Financial, Inc.524
0.0% of portfolio›$11.1K
Creative Financial Designs Inc403
0.0% of portfolio›$8.5K
CoreCap Advisors, LLC396
0.0% of portfolio›$8.4K
Pinnacle Bancorp, Inc.300
0.0% of portfolio›$6.4K
SBI Securities Co., Ltd.280
0.0% of portfolio›$5.9K
EverSource Wealth Advisors, LLC262
0.0% of portfolio›$5.5K
Clearstead Advisors, LLC144
0.0% of portfolio›$3.1K
Concord Wealth Partners131
0.0% of portfolio›$2.8K
Capital Investment Advisory Services, LLC131
0.0% of portfolio›$2.8K
Wolff Wiese Magana LLC127
0.0% of portfolio›$2.7K
Buck Wealth Strategies, LLC72
0.0% of portfolio›$1.5K
Rossby Financial, LCC58
0.0% of portfolio›$1.2K
Physician Wealth Advisors, Inc.47
0.0% of portfolio›$996
Salomon & Ludwin, LLC32
0.0% of portfolio›$678
Larson Financial Group LLC29
0.0% of portfolio›$614
IFP Advisors, Inc26
0.0% of portfolio›$551
Evolution Wealth Management Inc.19
0.0% of portfolio›$402
Ashton Thomas Private Wealth, LLC7
0.0% of portfolio›$148
StyleTurnoverLocationFiled
Creative Planning
1,467,195$31.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Gould Asset Management LLC
760,536$16.1M2.6%ETFLowClaremont, CA2026-11-06
Tectonic Advisors LLC
744,825$15.8M0.7%YieldLowFrisco, TX2026-10-22
Leuthold Group, LLC
527,927$11.2M1.0%ValueMediumMinneapolis, MN2026-11-04
Walkner Condon Financial Advisors LLC
487,029$10.3M1.1%ETFLowVerona, WI2026-11-02
Citigroup Inc
473,792$10.0M0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
448,827$9.5M0.1%IndexLowSan Francisco, CA2026-10-08
LPL Financial LLC
424,919$9.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Net Worth Advisory Group
401,238$8.5M2.1%GARPMediumSandy, UT2026-10-20
Ackerman Capital Advisors, LLC
312,192$6.6M1.3%ETFLowDallas, TX2026-10-30
NewSquare Capital LLC
247,379$5.2M0.4%ETFMediumNewtown Square, PA2026-11-06
PNC Financial Services Group, Inc.
234,869$5.0M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Baron Financial Group, LLC
177,376$3.8M1.8%ETFVery LowFair Lawn, NJ2026-10-09
MacKenzie Financial Corp
173,005$3.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Assetmark, Inc
150,721$3.2M0.0%ETFLowConcord, CA2026-10-21
Upper Left Wealth Management, LLC
149,456$3.2M1.6%ETFMediumTampa, FL2026-10-14
Commonwealth Equity Services, LLC
87,930$1.9M0.0%ETFLowWaltham, MA2026-11-02
Auour Investments LLC
82,688$1.8M0.5%ETFLowWoburn, MA2026-10-28
CFG Wealth Management Services, Inc.
68,314$1.4M1.3%ETFLowIndianapolis, XX2026-10-21
Euro Pacific Asset Management, LLC
55,884$1.2M0.1%GARPLowDorado, PR2026-11-03
Tennessee Valley Asset Management Partners
49,726$1.1M0.1%ETFLowKnoxville, TN2026-11-03
AMG National Trust Bank
43,942$930.7K0.0%ETFLowGreenwood Village, CO2026-11-05
Convergence Financial, LLC
43,581$923.0K0.1%ETFMediumColumbia, MO2026-10-27
Fifth Third Securities, Inc.
39,012$826.3K0.0%ETFLowCincinnati, OH2026-10-21
RFG Advisory, LLC
34,350$727.5K0.0%ETFMediumBirmingham, AL2026-11-03
Cambridge Investment Research Advisors, Inc.
33,302$7050.0%ETFLowFairfield, IA2026-11-02
Vontobel Holding Ltd.
31,865$674.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Concurrent Investment Advisors, LLC
26,295$556.9K0.0%GrowthMediumTampa, FL2026-10-16
Covestor Ltd
23,853$5050.0%ValueHighLondon, United Kingdom2026-10-30
Atria Investments, Inc
23,682$501.6K0.0%CoreMediumCharlotte, NC2026-10-15
First Heartland Consultants, Inc.
22,968$486.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Wealth Enhancement Advisory Services, LLC
22,718$481.8K0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Bancorp
20,017$424.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Fisher Asset Management, LLC
19,688$417.0K0.0%CoreLowPlano, TX2026-11-06
Eclectic Associates Inc
18,627$394.5K0.0%ETFVery LowFullerton, CA2026-10-09
Park Avenue Securities LLC
15,693$3320.0%ETFMediumNew York, NY2026-10-26
FSM Wealth Advisors, LLC
14,700$311.8K0.0%ETFLowCleveland, OH2026-10-27
Kestra Advisory Services, LLC
14,314$303.2K0.0%CoreLowAustin, TX2026-11-02
4Thought Financial Group Inc.
13,682$289.8K0.1%ETFLowSyosset, NY2026-11-02
Post Resch Tallon Group Inc.
11,793$249.8K0.2%ETFLowPittsford, NY2026-10-09
Camelot Technology Advisors, Inc.
11,712$248.1K0.2%ETFLowSan Francisco, CA2026-10-09
Fiduciary Financial Group, LLC
11,542$244.5K0.0%ETFLowSan Rafael, CA2026-10-13
Clark Asset Management, LLC
11,369$240.8K0.0%ETFVery LowStratham, NH2026-10-19
Choreo, LLC
11,164$236.5K0.0%IndexLowRockford, IL2026-10-28
Prime Capital Investment Advisors, LLC
10,330$218.8K0.0%ETFLowOverland Park, KS2026-10-20
Truist Financial Corp
9,804$207.6K0.0%CoreLowCharlotte, NC2026-10-30
Realta Investment Advisors
9,755$206.6K0.1%GrowthMediumWilmington, DE2026-10-14
Eastern Bank
9,125$193.3K0.0%GrowthMediumBoston, MA2026-10-05
Cullen T Bankers, Inc.
7,228$153.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Cape Investment Advisory, Inc.
2,025$42.9K0.0%ETFLowMcdonough, GA2026-10-13
Gen-Wealth Partners Inc
1,786$37.8K0.0%CoreLowZeeland, MI2026-11-04
Richardson Financial Services Inc.
1,640$34.7K0.0%GrowthMediumMedway, MA2026-10-30
Center for Financial Planning, Inc.
1,403$29.7K0.0%ETFLowSouthfied, MI2026-10-26
United Financial Planning Group LLC
1,382$29.3K0.0%ETFHighHauppauge, NY2026-11-04
Breakwater Investment Management
1,349$28.6K0.0%ETFLowSeattle, WA2026-10-20
United Community Bank
1,280$27.1K0.0%CoreLowGreenville, SC2026-10-28
Beacon Capital Management, Inc.
1,252$26.5K0.0%ETFMediumDayton, OH2026-10-13
Triumph Capital Management
1,236$26.2K0.0%ETFMediumDenver, CO2026-10-14
Angeles Wealth Management, LLC
1,180$25.0K0.0%ETFLowSanta Monica, CA2026-10-26
Allworth Financial LP
1,047$22.7K0.0%IndexLowFolsom, CA2026-11-06
Private Trust Co NA
585$12.4K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
524$11.1K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
403$8.5K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
396$8.4K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Bancorp, Inc.
300$6.4K0.0%CoreVery LowBeatrice, NE2026-10-21
SBI Securities Co., Ltd.
280$5.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
262$5.5K0.0%CoreMediumBirmingham, AL2026-11-04
Clearstead Advisors, LLC
144$3.1K0.0%ETFLowCleveland, OH2026-11-06
Concord Wealth Partners
131$2.8K0.0%GrowthLowAbingdon, VA2026-11-02
Capital Investment Advisory Services, LLC
131$2.8K0.0%CoreMediumRaleigh, NC2026-10-30
Wolff Wiese Magana LLC
127$2.7K0.0%GrowthLowCarslbad, CA2026-10-15
Buck Wealth Strategies, LLC
72$1.5K0.0%ValueMediumDenver, CO2026-10-28
Rossby Financial, LCC
58$1.2K0.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Advisors, Inc.
47$9960.0%ETFMediumMidvale, UT2026-10-20
Salomon & Ludwin, LLC
32$6780.0%ETFVery LowRichmond, VA2026-10-29
Larson Financial Group LLC
29$6140.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
26$5510.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
19$4020.0%ETFMediumFort Myers, FL2026-10-28
Ashton Thomas Private Wealth, LLC
7$1480.0%CoreMediumScottsdale, AZ2026-11-03