CUSIP: 808644207 | 29 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 990,412 | $5.3M | 0.2% | Value | Medium | Larkspur, CA | 2024-02-14 | |
| 278,560 | $1.5M | 0.6% | Deep Value | High | Mill Valley, CA | 2024-02-14 | |
| 169,696 | $906.2K | 0.0% | Core | Low | Seattle, WA | 2024-02-05 | |
| 160,367 | $856.4K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 160,364 | $856.3K | 0.0% | Agg Growth | Very Low | Mountain View, CA | 2024-02-09 | |
| 117,295 | $626.4K | 0.1% | Deep Value | Low | London, United Kingdom | 2024-02-14 | |
| 88,319 | $471.6K | 0.0% | Core | Very High | Chicago, IL | 2024-02-14 | |
| 67,631 | $361.2K | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 45,000 | $240.3K | 0.0% | Deep Value | Low | Palo Alto, CA | 2024-02-14 | |
| 39,657 | $211.8K | 0.0% | Value | Medium | Boston, MA | 2024-02-07 | |
| 37,844 | $202.1K | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 33,779 | $180.4K | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 29,725 | $158.7K | 0.0% | Growth | Low | San Diego, CA | 2024-01-16 | |
| 22,284 | $119.0K | 0.0% | Yield | Medium | Park City, UT | 2024-02-14 | |
| 18,414 | $98.3K | 0.0% | Value | High | Greenwich, CT | 2024-02-14 | |
| 17,145 | $92 | 0.0% | Core | High | New York, NY | 2024-02-13 | |
| 10,144 | $54.2K | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 9,197 | $48 | 0.0% | GARP | Medium | Boston, MA | 2024-02-13 | |
| 6,835 | $36.5K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 1,077 | $5.8K | 0.0% | Core | Low | Lincoln, NE | 2024-02-02 | |
| 500 | $2.7K | 0.0% | GARP | Very High | New York, NY | 2024-02-13 | |
| 466 | $2.5K | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 350 | $1.9K | 0.0% | Growth | Very Low | New York, NY | 2024-01-02 | |
| 295 | $1.6K | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 209 | $1.1K | 0.0% | Core | Low | Salt Lake City, UT | 2024-01-26 | |
| 107 | $572 | 0.0% | Core | Low | Charlotte, NC | 2024-02-14 | |
| 35 | $187 | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 7 | $37 | 0.0% | Core | Medium | New York, NY | 2024-02-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |