CUSIP: 795226109 | 112 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 236,314 | $5.6M | 0.0% | N/A | N/A | Valley Forge, PA | 2023-08-14 | |
| 226,716 | $5.4M | 0.7% | Deep Value | High | Mclean, VA | 2023-08-11 | |
| 195,058 | $4.6M | 0.0% | Growth | Medium | Nashville, TN | 2023-08-15 | |
| 170,765 | $4.0M | 0.1% | Value | Very High | New York, NY | 2023-08-14 | |
| 83,209 | $2.0M | 0.0% | Index | Low | Austin, TX | 2023-08-09 | |
| 66,073 | $1.6M | 0.0% | N/A | N/A | New York, NY | 2023-08-11 | |
| 60,558 | $1.4M | 0.4% | Yield | Very High | Westport, CT | 2023-08-11 | |
| 51,346 | $1.2M | 0.0% | Index | Very Low | Boston, MA | 2023-08-11 | |
| 41,669 | $987.1K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-08-11 | |
| 27,477 | $650.9K | 0.0% | Core | Low | St. Louis, MO | 2023-08-14 | |
| 27,296 | $647.0K | 0.0% | Index | Low | Chicago, IL | 2023-08-14 | |
| 26,387 | $625.1K | 0.0% | Core | Low | New York, NY | 2023-08-03 | |
| 24,784 | $587.1K | 0.0% | Index | Very Low | Boston, MA | 2023-08-14 | |
| 22,793 | $540 | 0.0% | Deep Value | Low | Chicago, IL | 2023-08-11 | |
| 22,425 | $531.2K | 0.0% | Core | Low | New York, NY | 2023-08-14 | |
| 19,900 | $471.4K | 0.0% | N/A | N/A | New York, NY | 2023-08-14 | |
| 16,494 | $390.7K | 0.4% | Value | Medium | New York, NY | 2023-07-24 | |
| 13,042 | $309 | 0.0% | ETF | Low | Waltham, MA | 2023-08-10 | |
| 12,262 | $290 | 0.0% | Deep Value | Medium | Chicago, IL | 2023-08-02 | |
| 12,200 | $289.0K | 0.0% | Core | Medium | New York, NY | 2023-08-11 | |
| 12,107 | $286.8K | 0.1% | Core | Very High | Chadds Ford, PA | 2023-11-08 | |
| 11,190 | $265.1K | 0.0% | Core | Low | Charlotte, NC | 2023-08-14 | |
| 10,641 | $252.1K | 0.3% | Deep Value | Very High | Chicago, IL | 2023-08-14 | |
| 9,956 | $235.9K | 0.0% | ETF | Low | Omaha, NE | 2023-07-31 | |
| 9,631 | $228.2K | 0.0% | Index | Very Low | Chicago, IL | 2023-08-11 | |
| 9,129 | $216 | 0.0% | Core | Medium | London, United Kingdom | 2023-09-20 | |
| 8,628 | $204.4K | 0.0% | Core | Low | New York, NY | 2023-08-14 | |
| 6,464 | $153.1K | 0.0% | ETF | Low | Newburgh, NY | 2023-08-08 | |
| 4,016 | $95.1K | 0.0% | ETF | Very Low | Southfield, MI | 2023-08-07 | |
| 3,081 | $73.0K | 0.0% | Core | Low | Toronto, Australia | 2023-08-14 | |
| 2,300 | $54 | 0.0% | Core | Very Low | West Hartford, CT | 2023-08-16 | |
| 2,138 | $51 | 0.0% | Growth | Very Low | Cold Spring, NY | 2023-08-03 | |
| 1,598 | $38 | 0.0% | ETF | Low | San Francisco, CA | 2023-08-22 | |
| 1,151 | $27.3K | 0.0% | Yield | Medium | Boston, MA | 2023-08-04 | |
| 759 | $18.0K | 0.0% | Core | Low | San Francisco, CA | 2023-08-15 | |
| 537 | $12.7K | 0.0% | GARP | Very High | New York, NY | 2023-08-14 | |
| 500 | $11.8K | 0.0% | Growth | Low | Venice, FL | 2025-10-01 | |
| 300 | $7.1K | 0.0% | Index | Very Low | Boston, MA | 2023-08-08 | |
| 26 | $616 | 0.0% | Growth | Medium | New York, NY | 2023-08-11 | |
| 4 | $95 | 0.0% | Core | Medium | Zurich, Switzerland | 2023-08-11 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-08-10 |