CUSIP: 80405P107 | 128 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 6,440,000 | $4.5M | 3.9% | Yield | Medium | Zionsville, IN | 2023-04-14 | |
| 5,914,252 | $4.1M | 0.1% | Core | High | Boston, MA | 2023-05-15 | |
| 2,294,095 | $1.6M | 0.1% | Deep Value | Low | Timonium, MD | 2023-05-15 | |
| 920,517 | $643.0K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-07-14 | |
| 414,344 | $289.4K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 319,742 | $223.3K | 0.1% | Core | Medium | New York, NY | 2023-05-15 | |
| 297,129 | $207.5K | 0.0% | Value | High | New York, NY | 2023-05-15 | |
| 275,069 | $191 | 0.0% | GARP | Medium | Boston, MA | 2023-05-11 | |
| 274,000 | $191.4K | 0.0% | Growth | High | New York, NY | 2023-05-15 | |
| 177,900 | $124.3K | 0.1% | GARP | Medium | Kai Tak, South Korea | 2023-05-12 | |
| 164,500 | $115 | 0.0% | Core | High | New York, NY | 2023-05-12 | |
| 136,059 | $95.0K | 0.0% | Deep Value | Very High | Dallas, TX | 2023-05-15 | |
| 133,256 | $93.1K | 0.0% | N/A | N/A | New York, NY | 2023-05-12 | |
| 120,300 | $84.0K | 0.0% | Deep Value | Medium | Houston, TX | 2023-05-15 | |
| 78,551 | $54.9K | 0.0% | ETF | Very Low | Minneapolis, MN | 2023-05-01 | |
| 62,236 | $43.5K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 46,187 | $32 | 0.0% | Growth | Very High | New York, NY | 2023-04-12 | |
| 42,193 | $29.5K | 0.0% | Index | Very Low | Chicago, IL | 2023-05-15 | |
| 36,592 | $25.5K | 0.0% | Core | Low | Charlotte, NC | 2023-05-12 | |
| 21,864 | $15 | 0.0% | Core | Very High | Chicago, IL | 2023-04-27 | |
| 16,000 | $11.2K | 0.0% | Index | Low | Scottsdale, AZ | 2023-05-12 | |
| 15,841 | $11.1K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-30 | |
| 15,000 | $10.5K | 0.0% | Momentum | Low | Chicago, IL | 2023-05-12 | |
| 11,968 | $8.4K | 0.0% | Value | Very High | New York, NY | 2023-05-15 | |
| 8,280 | $6 | 0.0% | GARP | Very High | New York, NY | 2023-05-09 | |
| 7,932 | $5.5K | 0.0% | Core | Low | New York, NY | 2023-05-15 | |
| 5,397 | $3.8K | 0.0% | Core | Very High | Miami, FL | 2023-05-15 | |
| 1,815 | $1.3K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-05-12 | |
| 445 | $311 | 0.0% | Value | Very High | Chicago, IL | 2023-05-12 | |
| 185 | $130 | 0.0% | Core | Low | San Francisco, CA | 2023-05-12 | |
| 8 | $6 | 0.0% | Core | Medium | New York, NY | 2023-05-11 | |
| 0 | $0 | 0.0% | Core | Medium | Johnson City, TN | 2023-05-15 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-05-15 |