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CUSIP: 78470P200 | NYSE | 207 institutional holders

Quarters

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

Spinnaker Investment Group, LLC150,549
1.1% of portfolio›$7.0M
Great Lakes Retirement, Inc.104,107
0.4% of portfolio›$4.8M
Lineweaver Wealth Advisors, LLC63,594
0.3% of portfolio›$2.9M
Journey Advisory Group, LLC61,686
0.2% of portfolio›$2.9M
Kestra Advisory Services, LLC49,733
0.0% of portfolio›$2.3M
Assetmark, Inc43,665
0.0% of portfolio›$2.0M
Wealthcare Advisory Partners LLC42,039
0.0% of portfolio›$1.9M
Walser Wealth Management Company, A Ltd Liability Co35,876
0.7% of portfolio›$1.7M
Global Assets Advisory, LLC34,908
0.4% of portfolio›$1.6M
Ashton Thomas Private Wealth, LLC34,679
0.0% of portfolio›$1.6M
Independent Wealth Network Inc.30,111
0.4% of portfolio›$1.4M
Focus Financial Network, Inc.28,159
0.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC23,870
0.0% of portfolio›$1.1M
Paragon Capital Management Inc20,617
0.7% of portfolio›$955.4K
StoneX Group Inc.14,321
0.0% of portfolio›$663.6K
Commonwealth Equity Services, LLC12,751
0.0% of portfolio›$590.9K
Visionary Horizons, LLC8,615
0.2% of portfolio›$399.3K
Greatmark Investment Partners, Inc.8,500
0.0% of portfolio›$393.9K
Wealth Enhancement Advisory Services, LLC8,072
0.0% of portfolio›$372.9K
XY Planning Network, Inc.7,126
0.0% of portfolio›$330.2K
Fifth Third Bancorp5,822
0.0% of portfolio›$269.8K
Trilogy Capital Inc.5,776
0.0% of portfolio›$267.6K
Larson Financial Group LLC2,433
0.0% of portfolio›$112.7K
Bangor Savings Bank2,255
0.0% of portfolio›$104.5K
Pacific Center for Financial Services1,733
0.0% of portfolio›$80.3K
Root Financial Partners, LLC1,669
0.0% of portfolio›$77.3K
Private Trust Co NA1,297
0.0% of portfolio›$60.1K
Valley National Advisers Inc1,180
0.0% of portfolio›$54.7K
Capital Advisors, Ltd. LLC863
0.0% of portfolio›$40
Planning Strategies Inc.336
0.0% of portfolio›$15.6K
Kingdom Financial Group Llc.148
0.0% of portfolio›$6.9K
TD Private Client Wealth LLC52
0.0% of portfolio›$2.4K
CoreCap Advisors, LLC2
0.0% of portfolio›$93
StyleTurnoverLocationFiled
Spinnaker Investment Group, LLC
150,549$7.0M1.1%ETFLowNewport Beach, CA2026-10-13
Great Lakes Retirement, Inc.
104,107$4.8M0.4%GrowthLowSandusky, OH2026-10-26
Lineweaver Wealth Advisors, LLC
63,594$2.9M0.3%ETFLowValley View, OH2026-10-13
Journey Advisory Group, LLC
61,686$2.9M0.2%CoreMediumCovington, KY2026-11-04
Kestra Advisory Services, LLC
49,733$2.3M0.0%CoreLowAustin, TX2026-11-02
Assetmark, Inc
43,665$2.0M0.0%ETFLowConcord, CA2026-10-21
Wealthcare Advisory Partners LLC
42,039$1.9M0.0%ETFLowWest Chester, PA2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
35,876$1.7M0.7%GrowthHighTampa, FL2026-10-15
Global Assets Advisory, LLC
34,908$1.6M0.4%GrowthHighOrlando, FL2026-10-28
Ashton Thomas Private Wealth, LLC
34,679$1.6M0.0%CoreMediumScottsdale, AZ2026-11-03
Independent Wealth Network Inc.
30,111$1.4M0.4%ETFMediumUrbandale, IA2026-10-19
Focus Financial Network, Inc.
28,159$1.3M0.0%ETFLowMinneapolis, MN2026-10-14
Kestra Private Wealth Services, LLC
23,870$1.1M0.0%GrowthLowAustin, TX2026-10-30
Paragon Capital Management Inc
20,617$955.4K0.7%CoreMediumProvo, UT2026-10-15
StoneX Group Inc.
14,321$663.6K0.0%ETFMediumNew York, NY2026-11-03
Commonwealth Equity Services, LLC
12,751$590.9K0.0%ETFLowWaltham, MA2026-11-02
Visionary Horizons, LLC
8,615$399.3K0.2%ETFLowKnoxville, TN2026-10-22
Greatmark Investment Partners, Inc.
8,500$393.9K0.0%ValueVery LowColumbus, GA2026-10-28
Wealth Enhancement Advisory Services, LLC
8,072$372.9K0.0%CoreLowPlymouth, MN2026-10-13
XY Planning Network, Inc.
7,126$330.2K0.0%ETFLowBozeman, MT2026-10-14
Fifth Third Bancorp
5,822$269.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Trilogy Capital Inc.
5,776$267.6K0.0%ETFMediumIrvine, CA2026-10-20
Larson Financial Group LLC
2,433$112.7K0.0%GrowthLowSt Louis, MO2026-11-05
Bangor Savings Bank
2,255$104.5K0.0%ETFLowBangor, ME2026-10-06
Pacific Center for Financial Services
1,733$80.3K0.0%ETFMediumDanville, CA2026-10-15
Root Financial Partners, LLC
1,669$77.3K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
1,297$60.1K0.0%CoreLowCleveland, OH2026-10-20
Valley National Advisers Inc
1,180$54.7K0.0%ETFLowBethlehem, PA2026-10-23
Capital Advisors, Ltd. LLC
863$400.0%ETFLowShaker Heights, OH2026-10-27
Planning Strategies Inc.
336$15.6K0.0%ETFN/ALancaster, PA2026-10-02
Kingdom Financial Group Llc.
148$6.9K0.0%ETFMediumPeoria, AZ2026-11-04
TD Private Client Wealth LLC
52$2.4K0.0%ETFLowNew York, NY2026-10-28
CoreCap Advisors, LLC
2$930.0%ETFMediumSouthfield, MI2026-10-08