CUSIP: 82657L107 | 109 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 10,370,369 | $9.6M | 0.4% | Deep Value | Very Low | Cambridge, MA | 2023-05-15 | |
| 1,485,185 | $1.4M | 0.0% | Core | Medium | Toronto Ontario, Australia | 2023-05-15 | |
| 1,054,600 | $980.9K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 1,049,169 | $975.8K | 0.0% | N/A | N/A | New York, NY | 2023-05-12 | |
| 884,920 | $823.1K | 0.0% | Core | Medium | Bellevue, WA | 2023-05-12 | |
| 740,740 | $689.0K | 0.2% | Yield | High | Boston, MA | 2023-05-15 | |
| 509,629 | $474.0K | 0.0% | Core | Low | Madison, WI | 2023-05-15 | |
| 300,912 | $279.9K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-07-14 | |
| 278,520 | $259 | 0.0% | Core | Very High | New York, NY | 2023-05-15 | |
| 246,829 | $229.6K | 0.0% | Core | Low | New York, NY | 2023-05-15 | |
| 143,400 | $133.4K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-05-16 | |
| 125,000 | $116.3K | 0.0% | Deep Value | Medium | Houston, TX | 2023-05-15 | |
| 96,732 | $90 | 0.0% | Core | High | New York, NY | 2023-05-12 | |
| 96,499 | $89.8K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 66,666 | $62.0K | 0.0% | ETF | Low | Boston, MA | 2023-05-15 | |
| 41,300 | $38.4K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 31,542 | $29.3K | 0.0% | Core | Very High | New York, NY | 2023-05-16 | |
| 28,598 | $26.6K | 0.0% | Core | Medium | New York, NY | 2024-05-14 | |
| 27,596 | $26 | 0.0% | GARP | Very High | New York, NY | 2023-05-01 | |
| 25,640 | $23.8K | 0.0% | Agg Growth | Very High | Folly Beach, SC | 2023-05-08 | |
| 25,555 | $23.8K | 0.0% | Agg Growth | Very Low | Kirkland, WA | 2023-04-11 | |
| 24,089 | $22.4K | 0.0% | Index | Very Low | Chicago, IL | 2023-05-15 | |
| 22,400 | $20.8K | 0.0% | N/A | N/A | St Petersburg, FL | 2023-04-14 | |
| 13,417 | $12 | 0.0% | GARP | Very High | New York, NY | 2023-05-09 | |
| 8,872 | $8.3K | 0.0% | Core | Low | Charlotte, NC | 2023-05-12 | |
| 2,343 | $2.2K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-30 | |
| 1,277 | $1.2K | 0.0% | Core | Medium | Pittsburgh, PA | 2023-05-08 | |
| 708 | $658 | 0.0% | Core | Medium | Zurich, Switzerland | 2023-05-12 | |
| 103 | $96 | 0.0% | Core | Low | San Francisco, CA | 2023-05-12 | |
| 100 | $93 | 0.0% | Index | Low | Scottsdale, AZ | 2023-05-12 | |
| 40 | $38 | 0.0% | ETF | Low | Meriden, CT | 2023-05-04 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-05-15 |