CUSIP: 78518H202 | US | Financial Services · Asset Management | Micro Cap | 218 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 842,416 | $5.1M | 0.6% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 216,211 | $1.3M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 180,668 | $1.1K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 171,566 | $1.0M | 0.5% | ETF | Very Low | Austin, TX | 2026-11-02 | |
| 153,273 | $921.2K | 0.3% | Yield | High | Arlington, VA | 2026-10-14 | |
| 120,690 | $704.8K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 101,726 | $611.4K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 95,281 | $572.6K | 0.2% | Core | High | Denver, CO | 2026-10-28 | |
| 65,556 | $394.0K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 63,395 | $381.0K | 0.0% | Yield | High | Chicago, IL | 2026-11-05 | |
| 44,999 | $270.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 43,789 | $263 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 35,487 | $213.3K | 0.2% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 28,430 | $166.6K | 0.0% | Growth | Medium | Atlanta, GA | 2026-10-13 | |
| 27,014 | $162.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 26,733 | $160.7K | 0.0% | ETF | Medium | Boston, MA | 2026-10-26 | |
| 25,723 | $154.6K | 0.1% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 20,255 | $121.7K | 0.0% | ETF | High | Jacksonville, FL | 2026-10-08 | |
| 18,400 | $110.6K | 0.1% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 17,105 | $102.8K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 15,380 | $92.4K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 13,752 | $82.6K | 0.0% | ETF | Low | Greenwood Village, CO | 2026-11-05 | |
| 12,523 | $75.3K | 0.0% | ETF | Medium | Westlake Village, CA | 2026-10-15 | |
| 11,648 | $70.0K | 0.0% | Core | Low | New York, NY | 2026-10-13 | |
| 11,532 | $69.3K | 0.0% | ETF | Very Low | Peterborough, NH | 2026-10-13 | |
| 9,083 | $54.6K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 6,203 | $37.3K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 3,803 | $22.9K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 3,057 | $18.4K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,870 | $11.2K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 1,622 | $10 | 0.0% | ETF | Low | Shaker Heights, OH | 2026-10-27 | |
| 1,000 | $6.0K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 600 | $3.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 500 | $3.0K | 0.0% | Core | Very Low | Danville, KY | 2026-10-15 | |
| 350 | $2.1K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |