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CUSIP: 78470P622 | NYSE | 51 institutional holders

Quarters

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

Gradient Investments LLC921,530
0.3% of portfolio›$22.2M
Wealth Management Nebraska186,119
0.4% of portfolio›$4.5M
Breakwater Investment Management134,389
1.1% of portfolio›$3.2M
McMill Wealth Management88,787
0.5% of portfolio›$2.1M
Paladin Wealth, LLC42,712
0.6% of portfolio›$1.0M
Reflection Asset Management41,054
0.4% of portfolio›$987.2K
Wealth Preservation Advisors, LLC36,018
0.4% of portfolio›$866.2K
DWM Financial Group, Inc.26,325
0.5% of portfolio›$633.1K
Smart Wealth LLC23,826
0.1% of portfolio›$573.0K
Koshinski Asset Management, Inc.10,941
0.0% of portfolio›$263.1K
Beaumont Financial Advisors, LLC9,401
0.0% of portfolio›$226.1K
Zullo Investment Group, Inc.9,050
0.1% of portfolio›$217.6K
Ashton Thomas Private Wealth, LLC1,194
0.0% of portfolio›$28.7K
Pension & Wealth Management Advisors, Inc.1,155
0.0% of portfolio›$27.8K
Mather Group, Llc.364
0.0% of portfolio›$8.8K
Byrne Asset Management LLC100
0.0% of portfolio›$2.4K
Cape Investment Advisory, Inc.86
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Gradient Investments LLC
921,530$22.2M0.3%CoreMediumArden Hills, MN2026-10-08
Wealth Management Nebraska
186,119$4.5M0.4%ETFLowNorfolk, NE2026-10-26
Breakwater Investment Management
134,389$3.2M1.1%ETFLowSeattle, WA2026-10-20
McMill Wealth Management
88,787$2.1M0.5%Deep ValueHighNorfolk, NE2026-11-05
Paladin Wealth, LLC
42,712$1.0M0.6%CoreLowArden Hills, MN2026-10-23
Reflection Asset Management
41,054$987.2K0.4%GrowthMediumIsle Of Palms, SC2026-10-28
Wealth Preservation Advisors, LLC
36,018$866.2K0.4%CoreLowChattanooga, TN2026-11-05
DWM Financial Group, Inc.
26,325$633.1K0.5%ETFN/APalatine, IL2026-10-28
Smart Wealth LLC
23,826$573.0K0.1%ETFHighOmaha, NE2026-11-04
Koshinski Asset Management, Inc.
10,941$263.1K0.0%ETFLowDecatur, IL2026-10-29
Beaumont Financial Advisors, LLC
9,401$226.1K0.0%GrowthMediumNeedham, MA2026-10-22
Zullo Investment Group, Inc.
9,050$217.6K0.1%GrowthVery LowScranton, PA2026-10-20
Ashton Thomas Private Wealth, LLC
1,194$28.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Pension & Wealth Management Advisors, Inc.
1,155$27.8K0.0%ETFLowWaltham, MA2026-10-16
Mather Group, Llc.
364$8.8K0.0%ETFMediumChicago, IL2026-10-14
Byrne Asset Management LLC
100$2.4K0.0%CoreLowKingston, NJ2026-10-06
Cape Investment Advisory, Inc.
86$2.1K0.0%ETFLowMcdonough, GA2026-10-13