CUSIP: 83303Y105 | 95 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 55,424,435 | $477.8M | 73.2% | Deep Value | Very Low | San Francisco, CA | 2024-05-13 | |
| 7,537,800 | $65.0M | 5.2% | Agg Growth | Very Low | San Francisco, CA | 2024-05-15 | |
| 3,109,281 | $26.8M | 17.5% | GARP | Very Low | San Francisco, CA | 2024-05-15 | |
| 1,074,924 | $9.3M | 0.0% | N/A | N/A | New York, NY | 2024-05-10 | |
| 886,171 | $7.6M | 0.0% | N/A | N/A | Valley Forge, PA | 2024-05-10 | |
| 862,029 | $7.4M | 0.0% | Core | Medium | London, United Kingdom | 2024-05-14 | |
| 447,982 | $3.9M | 0.0% | Index | Very Low | Boston, MA | 2024-05-13 | |
| 331,054 | $2.9M | 0.0% | Index | Very Low | Boston, MA | 2024-05-15 | |
| 188,795 | $1.6M | 0.0% | Value | Medium | New York, NY | 2024-05-09 | |
| 150,011 | $1.3M | 0.0% | Index | Very Low | Chicago, IL | 2024-05-14 | |
| 143,609 | $1.2M | 0.0% | Index | Very Low | San Francisco, CA | 2024-05-09 | |
| 99,213 | $855.2K | 0.0% | Core | Low | New York, NY | 2024-04-25 | |
| 42,734 | $368.4K | 0.0% | Growth | Low | New York, NY | 2024-05-15 | |
| 41,916 | $361.3K | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 37,700 | $325.0K | 0.0% | Index | Very Low | Zurich, Switzerland | 2024-05-07 | |
| 36,061 | $310.8K | 0.0% | Growth | Low | Chicago, IL | 2024-05-13 | |
| 30,908 | $266.4K | 0.0% | N/A | N/A | Zurich, Switzerland | 2024-05-10 | |
| 28,695 | $247.4K | 0.0% | Core | Low | New York, NY | 2024-10-17 | |
| 28,138 | $242.5K | 0.0% | Index | Very Low | Boston, MA | 2024-05-09 | |
| 27,316 | $235.5K | 0.0% | Core | Very High | New York, NY | 2024-05-15 | |
| 21,717 | $187.2K | 0.0% | GARP | Low | Oaks, PA | 2024-05-07 | |
| 21,533 | $185.6K | 0.0% | Core | Very High | Miami, FL | 2024-05-15 | |
| 20,888 | $180.1K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-05-13 | |
| 19,104 | $164.7K | 0.0% | Index | Very Low | West Sacramento, CA | 2024-05-16 | |
| 16,699 | $143.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-24 | |
| 15,876 | $136.9K | 0.0% | Growth | Low | Atlanta, GA | 2024-05-14 | |
| 13,849 | $119.4K | 0.0% | Index | Very Low | London, United Kingdom | 2025-05-29 | |
| 12,446 | $107 | 0.0% | GARP | Very High | New York, NY | 2024-05-20 | |
| 11,827 | $101.9K | 0.0% | Growth | Medium | Redmond, WA | 2024-05-14 | |
| 9,186 | $79.2K | 0.0% | Core | Low | Whippany, NJ | 2024-05-14 | |
| 9,015 | $77.7K | 0.0% | Agg Growth | Very Low | New York, NY | 2024-05-13 | |
| 7,961 | $68.6K | 0.0% | Core | Low | San Francisco, CA | 2024-05-10 | |
| 6,925 | $59.7K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2025-06-02 | |
| 3,432 | $29.6K | 0.0% | Core | Medium | New York, NY | 2024-05-10 | |
| 1,860 | $16.0K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 1,470 | $12.7K | 0.0% | Index | Low | Scottsdale, AZ | 2024-05-10 | |
| 1,127 | $9.7K | 0.0% | ETF | Very Low | New York, NY | 2024-05-14 | |
| 1,018 | $8.8K | 0.0% | Core | Low | Lincoln, NE | 2024-05-13 | |
| 861 | $8.0K | 0.0% | Core | Low | Toronto, Australia | 2024-11-05 | |
| 753 | $6.5K | 0.0% | GARP | Very High | New York, NY | 2024-05-15 | |
| 631 | $5 | 0.0% | Core | Very Low | New York, NY | 2024-04-23 | |
| 535 | $4.6K | 0.0% | ETF | Low | Madison, WI | 2024-07-22 | |
| 292 | $2.5K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 263 | $2.3K | 0.0% | ETF | Low | Englewood, CO | 2024-05-03 | |
| 200 | $1.7K | 0.0% | Growth | Very Low | Detroit, MI | 2024-05-16 | |
| 44 | $0 | 0.0% | Core | Very High | Chicago, IL | 2024-04-25 | |
| 9 | $0 | 0.0% | Value | High | London, United Kingdom | 2024-05-10 | |
| 4 | $0 | 0.0% | Growth | Very Low | Omaha, NE | 2024-04-05 | |
| 2 | $17 | 0.0% | ETF | Medium | Omaha, NE | 2024-04-30 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-05-01 |