CUSIP: 828174102 | NYSE | Financial Services · Asset Management | Micro Cap | 75 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 531,358 | $5.1M | 0.2% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 69,075 | $628.6K | 0.6% | Growth | Low | Buda, TX | 2026-10-26 | |
| 39,355 | $375.4K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 38,007 | $362.6K | 0.1% | ETF | Low | Augusta, GA | 2026-10-14 | |
| 31,463 | $300.2K | 0.3% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 30,797 | $293.8K | 0.0% | ETF | Low | Atlanta, GA | 2026-11-02 | |
| 28,426 | $271.2K | 0.1% | ETF | Low | Austin, TX | 2026-10-14 | |
| 26,233 | $239.2K | 0.0% | ETF | Medium | Concord, MA | 2026-11-03 | |
| 20,556 | $196.1K | 0.0% | ETF | Very Low | Harleysville, PA | 2026-10-23 | |
| 10,677 | $101.9K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 7,225 | $68.9K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 3,216 | $30.7K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 200 | $1.9K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 1 | $10 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |