CUSIP: 786CVR308 | 37 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 287,936 | $9 | 0.0% | Index | Very Low | Boston, MA | 2018-05-02 | |
| 285,155 | $0 | 0.0% | Core | High | Los Angeles, CA | 2018-04-27 | |
| 135,947 | $0 | 0.0% | N/A | N/A | New York, NY | 2018-05-14 | |
| 83,481 | $4.1K | 0.0% | Growth | Medium | Scottsdale, AZ | 2018-05-14 | |
| 35,086 | $0 | 0.0% | GARP | Medium | Houston, TX | 2018-04-16 | |
| 34,800 | $2 | 0.0% | GARP | Low | Frankfort, KY | 2018-05-11 | |
| 27,935 | $1 | 0.0% | Core | Very Low | Santa Fe, NM | 2018-04-25 | |
| 14,353 | $35 | 0.0% | Deep Value | Low | Chicago, IL | 2018-05-04 | |
| 10,450 | $1 | 0.0% | N/A | N/A | Lisle, IL | 2018-04-18 | |
| 10,246 | $0 | 0.0% | Core | Low | Portland, OR | 2018-04-09 | |
| 10,000 | $0 | 0.0% | N/A | N/A | Philadelphia, PA | 2018-05-14 | |
| 4,247 | $0 | 0.0% | Core | Very Low | Boston, MA | 2018-05-14 | |
| 1,900 | $1 | 0.0% | ETF | Medium | Denver, CO | 2018-04-26 | |
| 1,020 | $0 | 0.0% | Growth | Low | Columbus, OH | 2018-04-30 | |
| 547 | $0 | 0.0% | N/A | N/A | Boulder, CO | 2021-09-13 | |
| 150 | $0 | 0.0% | N/A | N/A | Cincinnati, OH | 2018-04-25 | |
| 150 | $0 | 0.0% | Core | Very Low | Cincinnati, OH | 2024-02-13 |