CUSIP: 82933R308 | 29 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 372,000 | $7.2M | 0.5% | Growth | Medium | San Diego, CA | 2025-02-14 | |
| 166,162 | $3.2M | 0.1% | Yield | Medium | New York, NY | 2025-02-14 | |
| 156,254 | $3.0M | 0.0% | Core | Medium | Zurich, Switzerland | 2025-02-14 | |
| 126,630 | $2.5M | 1.1% | Deep Value | Very Low | Chicago, IL | 2025-02-14 | |
| 83,671 | $1.6M | 1.3% | Value | High | The Woodlands, TX | 2025-02-13 | |
| 70,653 | $1.4M | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 62,418 | $1.2M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-02-11 | |
| 17,990 | $349.8K | 0.0% | Index | Very Low | Boston, MA | 2025-02-12 | |
| 17,607 | $342.1K | 0.0% | Index | Low | Chicago, IL | 2025-02-07 | |
| 15,165 | $294.7K | 0.0% | Index | Very Low | New York, NY | 2025-02-07 | |
| 10,561 | $205.2K | 0.1% | GARP | Low | Charlotte, NC | 2025-02-13 | |
| 2,105 | $59.3K | 0.0% | Deep Value | Very High | Vancouver, UAE | 2025-02-14 | |
| 1,944 | $38.1K | 0.0% | Growth | Medium | New York, NY | 2025-02-12 | |
| 1,896 | $36.8K | 0.0% | Core | Low | New York, NY | 2025-05-15 | |
| 1,189 | $23.1K | 0.0% | GARP | Very High | New York, NY | 2025-02-13 | |
| 409 | $7.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-19 | |
| 369 | $7.2K | 0.0% | Core | Low | Charlotte, NC | 2025-02-14 | |
| 67 | $1.0K | 0.0% | Core | Low | Toronto, Australia | 2025-02-14 | |
| 34 | $661 | 0.0% | Core | Medium | Paris, India | 2025-02-14 | |
| 5 | $97 | 0.0% | ETF | Low | Madison, WI | 2025-02-10 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-02-13 |