CUSIP: 82621J204 | 57 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,057,547 | $645.1K | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 325,570 | $198.6K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 104,017 | $63.5K | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 81,613 | $49.8K | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 81,016 | $49.4K | 0.0% | Agg Growth | Medium | New York, NY | 2024-02-14 | |
| 68,847 | $42.0K | 0.0% | Index | Low | Chicago, IL | 2024-02-12 | |
| 44,300 | $27.0K | 0.0% | Agg Growth | Very Low | Los Angeles, CA | 2024-06-10 | |
| 40,870 | $25 | 0.0% | Core | High | New York, NY | 2024-02-13 | |
| 37,841 | $23.1K | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 27,600 | $16.8K | 0.0% | Core | Low | Plymouth, MN | 2024-01-30 | |
| 27,217 | $16.6K | 0.0% | Index | Very Low | Overland Park, KS | 2024-02-14 | |
| 20,380 | $12.4K | 0.0% | Core | Low | New York, NY | 2024-02-13 | |
| 18,255 | $11.1K | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 18,000 | $11.0K | 0.0% | Core | Low | Chicago, IL | 2024-02-13 | |
| 15,892 | $10.3K | 0.0% | ETF | Low | Phoenix, AZ | 2024-01-10 | |
| 15,000 | $9.2K | 0.0% | ETF | Medium | Irvine, CA | 2024-01-18 | |
| 14,735 | $9.0K | 0.0% | Index | Very Low | Chicago, IL | 2024-02-13 | |
| 14,600 | $8.9K | 0.0% | ETF | Medium | Westlake Village, CA | 2024-01-26 | |
| 13,251 | $8 | 0.0% | GARP | Very High | New York, NY | 2024-02-09 | |
| 10,823 | $6.6K | 0.0% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 8,311 | $5.0K | 0.0% | Core | Low | Toronto, Australia | 2024-02-14 | |
| 1,185 | $723 | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 450 | $275 | 0.0% | ETF | Low | Des Moines, IA | 2024-05-10 | |
| 440 | $268 | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 133 | $82 | 0.0% | Core | Low | Charlotte, NC | 2024-02-14 | |
| 130 | $79 | 0.0% | ETF | Low | St. Paul, MN | 2024-01-23 | |
| 100 | $61 | 0.0% | Core | Medium | Arden Hills, MN | 2024-01-18 | |
| 93 | $57 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 68 | $42 | 0.0% | ETF | Low | Folsom, CA | 2024-01-24 | |
| 7 | $4 | 0.0% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |