CUSIP: 79400X107 | 69 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,353,373 | $264 | 0.0% | N/A | N/A | Valley Forge, PA | 2022-11-14 | |
| 634,261 | $124 | 0.0% | Core | High | New York, NY | 2022-11-14 | |
| 413,135 | $80 | 0.0% | Index | Very Low | Boston, MA | 2022-11-14 | |
| 310,000 | $60 | 0.0% | Growth | High | New York, NY | 2022-11-14 | |
| 142,552 | $28 | 0.0% | Index | Very Low | Boston, MA | 2022-11-15 | |
| 115,683 | $23 | 0.0% | Core | Very High | New York, NY | 2022-11-14 | |
| 89,000 | $17 | 0.0% | GARP | Medium | Guaynabo, PR | 2022-11-04 | |
| 65,022 | $13 | 0.0% | Index | Very Low | Chicago, IL | 2022-11-14 | |
| 60,000 | $12 | 0.0% | Agg Growth | Low | New York, NY | 2022-11-15 | |
| 40,848 | $8 | 0.0% | Core | Medium | Zurich, Switzerland | 2022-11-10 | |
| 39,746 | $8 | 0.0% | Growth | Very Low | San Francisco, CA | 2022-11-14 | |
| 34,700 | $6 | 0.0% | Index | Low | Scottsdale, AZ | 2022-11-14 | |
| 32,050 | $6 | 0.0% | ETF | Very Low | Middleton, WI | 2022-11-14 | |
| 24,089 | $5 | 0.0% | GARP | Very High | New York, NY | 2022-11-10 | |
| 21,289 | $4 | 0.0% | ETF | Low | Fairfield, IA | 2022-10-17 | |
| 12,369 | $2 | 0.0% | ETF | Low | Waltham, MA | 2022-11-14 | |
| 12,187 | $2 | 0.0% | Value | Very High | New York, NY | 2022-11-14 | |
| 10,023 | $2 | 0.0% | Index | Very Low | Fort Mill, SC | 2022-11-14 | |
| 1,502 | $0 | 0.0% | Core | Low | New York, NY | 2022-11-14 | |
| 1,197 | $0 | 0.0% | N/A | N/A | New York, NY | 2022-11-14 | |
| 350 | $0 | 0.0% | Core | Low | San Francisco, CA | 2022-11-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2022-11-15 |