CUSIP: 81750R102 | X1 | 470 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 21,889,432 | $15.3M | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 6,091,999 | $4.3M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-05-09 | |
| 1,762,157 | $1.2M | 0.0% | Index | Very Low | New York, NY | 2025-05-02 | |
| 1,618,772 | $1.1M | 0.0% | Index | Very Low | Boston, MA | 2025-05-13 | |
| 1,456,161 | $1.0M | 0.0% | Core | Medium | Zurich, Switzerland | 2025-05-13 | |
| 1,085,966 | $760.3K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-04-28 | |
| 834,107 | $584.0K | 0.0% | Index | Very Low | San Francisco, CA | 2025-09-15 | |
| 717,146 | $502.1K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-05-14 | |
| 500,748 | $350.6K | 0.0% | Index | Very Low | Boston, MA | 2025-05-15 | |
| 340,761 | $238.5K | 1.5% | Core | Medium | New York, NY | 2025-05-15 | |
| 301,564 | $211.1K | 0.0% | Index | Very Low | Chicago, IL | 2025-05-13 | |
| 250,000 | $175.0K | 0.0% | Deep Value | Medium | Houston, TX | 2025-05-15 | |
| 203,904 | $142.8K | 0.0% | Growth | Medium | San Diego, CA | 2025-05-15 | |
| 149,604 | $104.7K | 0.0% | Core | Low | New York, NY | 2025-05-15 | |
| 136,572 | $95.6K | 0.0% | Growth | Low | Atlanta, GA | 2025-05-12 | |
| 105,000 | $71.4K | 0.1% | Core | Low | Frankfort, IL | 2025-05-07 | |
| 95,137 | $66.6K | 0.0% | Index | Very Low | Fort Mill, SC | 2025-05-07 | |
| 74,629 | $52.2K | 0.0% | Core | Medium | New York, NY | 2025-06-27 | |
| 51,300 | $35.9K | 0.0% | GARP | Very High | New York, NY | 2025-05-15 | |
| 50,720 | $35.5K | 0.0% | Index | Very Low | Oakland, CA | 2025-05-14 | |
| 47,637 | $33.4K | 0.0% | Value | Very High | New York, NY | 2025-05-15 | |
| 45,179 | $31.6K | 0.0% | Growth | Very Low | Irving, TX | 2025-05-06 | |
| 38,471 | $26.9K | 0.0% | Core | Low | Austin, TX | 2025-05-14 | |
| 37,475 | $26.2K | 0.0% | Agg Growth | High | New York, NY | 2025-05-15 | |
| 36,494 | $25.5K | 0.0% | Value | Low | Boston, MA | 2025-05-15 | |
| 32,328 | $22.6K | 0.0% | Value | High | New York, NY | 2025-05-15 | |
| 29,550 | $20.7K | 0.0% | Core | Very High | New York, NY | 2025-05-15 | |
| 25,588 | $17.9K | 0.0% | Value | Very High | New York, NY | 2025-05-15 | |
| 22,707 | $15.9K | 0.0% | Value | Very High | Chicago, IL | 2025-05-14 | |
| 20,900 | $15 | 0.0% | Core | Medium | Chicago, IL | 2025-05-16 | |
| 20,000 | $14.0K | 0.0% | Core | Low | St. Louis, MO | 2025-05-14 | |
| 20,000 | $14 | 0.0% | Core | Low | Philadelphia, PA | 2025-04-17 | |
| 15,864 | $11 | 0.0% | Index | Low | Springfield, MA | 2025-05-14 | |
| 15,342 | $10.7K | 0.0% | Core | Medium | San Antonio, TX | 2025-05-02 | |
| 15,000 | $10.5K | 0.0% | Core | Very Low | Portland, ME | 2025-04-17 | |
| 15,000 | $10.5K | 0.0% | Core | Low | Marshall, MI | 2025-05-05 | |
| 13,000 | $9 | 0.0% | Core | Very Low | Bedminster, NJ | 2025-05-12 | |
| 11,598 | $8 | 0.0% | ETF | Low | Waltham, MA | 2025-05-09 | |
| 11,495 | $8.0K | 0.0% | ETF | Low | Santa Barbara, CA | 2025-04-17 | |
| 10,000 | $7.0K | 0.0% | ETF | Low | Waltham, MA | 2025-05-15 | |
| 10,000 | $7.0K | 0.0% | Core | Low | Memphis, TN | 2025-04-24 | |
| 7,800 | $5.5K | 0.0% | Core | Low | San Francisco, CA | 2025-05-13 | |
| 6,137 | $4.3K | 0.0% | Core | Medium | Paris, India | 2025-05-14 | |
| 5,954 | $4.2K | 0.0% | Core | Low | Charlotte, NC | 2025-05-15 | |
| 4,444 | $3.0K | 0.0% | Core | Low | Toronto, Australia | 2025-11-21 | |
| 1,593 | $1.1K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-17 | |
| 1,304 | $913 | 0.0% | Growth | Medium | New York, NY | 2025-05-12 | |
| 1,000 | $701 | 0.0% | ETF | Very Low | Boston, MA | 2025-04-24 | |
| 955 | $669 | 0.0% | Core | Low | Eagle, ID | 2025-04-23 | |
| 345 | $242 | 0.0% | N/A | N/A | Olney, MD | 2025-05-12 | |
| 215 | $151 | 0.0% | Core | Medium | New York, NY | 2025-05-12 | |
| 204 | $138 | 0.0% | Index | Low | San Francisco, CA | 2025-04-14 | |
| 200 | $140 | 0.0% | Index | Very Low | St. Louis, MO | 2025-04-30 | |
| 175 | $123 | 0.0% | Yield | Medium | Ft Lauderdale, FL | 2025-04-17 | |
| 160 | $112 | 0.0% | Index | Low | Scottsdale, AZ | 2025-05-12 | |
| 49 | $35 | 0.0% | Index | Low | Des Peres, MO | 2025-05-28 | |
| 48 | $34 | 0.0% | Core | Very High | Miami, FL | 2025-05-15 | |
| 30 | $21 | 0.0% | Growth | Low | South Pasadena, CA | 2025-05-02 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-05-14 |