CUSIP: 81811M100 | UR | 81 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,273,510 | $15.9K | 0.8% | Deep Value | High | St Louis, MO | 2021-11-12 | |
| 496,647 | $6.2K | 0.0% | N/A | N/A | Valley Forge, PA | 2021-11-12 | |
| 339,116 | $4.2K | 0.0% | Growth | Low | Greenwich, CT | 2021-11-12 | |
| 332,920 | $4.2K | 1.9% | Deep Value | Very High | Chicago, IL | 2021-11-12 | |
| 233,180 | $2.9K | 0.0% | Yield | Very High | Westport, CT | 2021-11-12 | |
| 230,000 | $2.9K | 0.0% | Deep Value | Low | Chicago, IL | 2021-11-12 | |
| 223,044 | $2.8K | 0.0% | Growth | Medium | Nashville, TN | 2021-11-10 | |
| 210,000 | $2.6K | 0.0% | Deep Value | High | Mclean, VA | 2021-11-12 | |
| 173,828 | $2.2K | 0.0% | Core | Very High | Chadds Ford, PA | 2021-11-15 | |
| 132,385 | $1.7K | 0.0% | Value | Very High | New York, NY | 2021-11-15 | |
| 106,958 | $1.3K | 0.0% | Deep Value | High | Chicago, IL | 2021-11-15 | |
| 96,291 | $1.2K | 0.0% | Index | Low | Austin, TX | 2021-11-12 | |
| 87,033 | $1.1K | 0.0% | GARP | Low | New York, NY | 2021-11-12 | |
| 86,816 | $1.1K | 0.0% | Index | Very Low | Boston, MA | 2021-11-12 | |
| 70,000 | $876 | 0.0% | Momentum | Very High | Rye, NY | 2021-11-12 | |
| 65,000 | $814 | 0.0% | Deep Value | Medium | Houston, TX | 2021-11-15 | |
| 49,387 | $618 | 0.0% | Index | Very Low | Overland Park, KS | 2021-11-10 | |
| 37,313 | $467 | 0.0% | ETF | Low | Waltham, MA | 2021-10-29 | |
| 28,695 | $359 | 0.0% | N/A | N/A | New York, NY | 2021-11-09 | |
| 24,010 | $301 | 0.0% | GARP | Medium | Kansas City, MO | 2021-11-10 | |
| 21,719 | $272 | 0.0% | Index | Very Low | Chicago, IL | 2021-11-15 | |
| 21,685 | $271 | 0.0% | Yield | Very Low | Bala Cynwyd, PA | 2021-11-04 | |
| 18,741 | $235 | 0.0% | Growth | High | Columbus, IN | 2021-10-21 | |
| 17,516 | $220 | 0.0% | Core | Low | Charlotte, NC | 2021-11-15 | |
| 15,861 | $199 | 0.0% | Growth | Very Low | St. Petersburg, FL | 2021-11-02 | |
| 14,700 | $184 | 0.0% | Index | Very Low | Boston, MA | 2021-11-15 | |
| 14,500 | $182 | 0.0% | Core | High | New York, NY | 2021-11-12 | |
| 11,200 | $140 | 0.0% | Core | Low | Philadelphia, PA | 2021-10-29 | |
| 10,000 | $125 | 0.0% | Index | Low | Chicago, IL | 2021-11-12 | |
| 3,493 | $43 | 0.0% | Index | Low | Scottsdale, AZ | 2021-11-05 | |
| 1,600 | $20 | 0.0% | Core | Low | San Francisco, CA | 2021-11-15 | |
| 1,501 | $19 | 0.0% | Core | Low | New York, NY | 2021-11-15 | |
| 750 | $9 | 0.0% | Agg Growth | Very Low | Annapolis, MD | 2021-11-09 | |
| 483 | $8 | 0.0% | Deep Value | Very High | Vancouver, UAE | 2021-11-15 | |
| 147 | $2 | 0.0% | Core | Medium | Zurich, Switzerland | 2021-11-15 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2021-11-09 |