CUSIP: 834251100 | UR | 141 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 824,803 | $16.8K | 0.1% | Value | Very High | New York, NY | 2021-11-15 | |
| 731,484 | $14.9K | 0.0% | N/A | N/A | New York, NY | 2021-11-09 | |
| 619,757 | $12.6K | 0.0% | N/A | N/A | Valley Forge, PA | 2021-11-12 | |
| 568,309 | $11.6K | 0.0% | Value | Very High | Toronto, Australia | 2021-11-15 | |
| 493,596 | $10.1K | 0.0% | Core | Very High | New York, NY | 2021-11-15 | |
| 373,004 | $7.6K | 1.2% | Momentum | Very High | Chicago, IL | 2021-11-15 | |
| 316,100 | $6.4K | 0.2% | Deep Value | Very High | Palm Beach, FL | 2021-11-10 | |
| 239,086 | $4.9K | 0.0% | Growth | Medium | Strassen, Netherlands | 2021-11-09 | |
| 231,380 | $4.7K | 0.0% | Core | Low | New York, NY | 2021-11-15 | |
| 193,146 | $3.9K | 0.0% | N/A | N/A | Cos Cob, CT | 2021-11-15 | |
| 186,759 | $3.8K | 0.0% | Index | Very Low | Boston, MA | 2021-11-12 | |
| 148,614 | $3.0K | 0.0% | Value | Low | Rye, NY | 2021-11-12 | |
| 148,508 | $3.0K | 0.0% | Core | Low | Charlotte, NC | 2021-11-15 | |
| 145,421 | $3.0K | 0.0% | Core | Medium | New York, NY | 2022-01-20 | |
| 143,844 | $2.9K | 0.0% | Index | Very Low | Boston, MA | 2021-11-15 | |
| 142,328 | $2.9K | 0.0% | Index | Very Low | Chicago, IL | 2021-11-15 | |
| 137,656 | $2.8K | 0.0% | Core | Medium | New York, NY | 2021-11-10 | |
| 133,796 | $2.7K | 0.1% | Deep Value | Very High | Stamford, CT | 2021-11-09 | |
| 115,241 | $2.3K | 0.0% | Yield | High | Greenwich, CT | 2021-11-15 | |
| 106,793 | $2.2K | 0.0% | GARP | High | London, United Kingdom | 2021-11-15 | |
| 106,157 | $2.2K | 0.0% | Core | Medium | London, United Kingdom | 2021-11-09 | |
| 105,000 | $2.1K | 0.0% | N/A | N/A | New York, NY | 2021-11-15 | |
| 96,182 | $2.0K | 0.0% | Momentum | Very High | Rye, NY | 2021-11-12 | |
| 85,205 | $1.7K | 0.0% | Growth | Medium | New York, NY | 2021-11-12 | |
| 81,857 | $1.7K | 0.0% | N/A | N/A | Rye Brook, NY | 2021-11-10 | |
| 77,564 | $1.6K | 0.0% | Value | Very High | London, United Kingdom | 2021-11-12 | |
| 75,000 | $1.5K | 0.6% | Core | High | Austin, TX | 2021-11-09 | |
| 75,000 | $1.5K | 0.3% | Yield | Very High | New York, NY | 2021-11-12 | |
| 70,175 | $1.4K | 0.1% | Momentum | Very High | Paris, India | 2021-10-14 | |
| 66,721 | $1.4K | 0.0% | Yield | Very High | Westport, CT | 2021-11-12 | |
| 64,908 | $1.3K | 0.0% | N/A | N/A | New York, NY | 2022-04-21 | |
| 64,316 | $1.3K | 0.0% | Core | Low | Chicago, IL | 2021-11-15 | |
| 56,000 | $1.1K | 0.0% | Core | Low | Madison, WI | 2021-11-12 | |
| 54,643 | $1.1K | 0.0% | Core | Low | Westborough, MA | 2021-11-08 | |
| 48,216 | $982 | 0.0% | Growth | High | New York, NY | 2021-11-01 | |
| 36,647 | $746 | 0.0% | Value | Very High | Jupiter, FL | 2021-11-15 | |
| 36,600 | $745 | 0.0% | Core | Medium | Zurich, Switzerland | 2021-11-12 | |
| 34,500 | $703 | 0.0% | Deep Value | Medium | Toronto, Australia | 2021-11-17 | |
| 31,332 | $638 | 0.0% | Value | High | Greenwich, CT | 2021-11-15 | |
| 29,988 | $611 | 0.0% | Core | Low | New York, NY | 2021-11-18 | |
| 29,714 | $605 | 0.0% | Index | Very Low | San Francisco, CA | 2021-11-16 | |
| 28,200 | $574 | 0.0% | Deep Value | Very High | Chicago, IL | 2021-11-12 | |
| 26,600 | $542 | 0.0% | Growth | Medium | Nashville, TN | 2021-11-10 | |
| 26,137 | $532 | 0.0% | Momentum | High | Amsterdam, Philippines | 2021-11-17 | |
| 25,000 | $509 | 0.0% | Growth | Low | Stockholm, Sweden | 2021-11-10 | |
| 23,343 | $489 | 0.0% | Growth | Low | Chicago, IL | 2021-11-12 | |
| 21,300 | $433 | 0.0% | Core | Medium | Columbus, OH | 2021-10-22 | |
| 13,213 | $269 | 0.0% | Value | Low | Greenwich, CT | 2021-11-12 | |
| 10,674 | $217 | 0.0% | N/A | N/A | Seattle, WA | 2021-11-15 | |
| 9,182 | $187 | 0.1% | Deep Value | Very High | Chicago, IL | 2021-11-12 | |
| 8,994 | $183 | 0.0% | Index | Low | Albany, NY | 2021-11-02 | |
| 8,420 | $171 | 0.0% | Core | Medium | Zurich, Switzerland | 2021-11-15 | |
| 6,828 | $139 | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2021-11-04 | |
| 6,382 | $130 | 0.0% | Agg Growth | Very Low | New York, NY | 2021-11-19 | |
| 6,320 | $129 | 0.0% | Index | Very Low | West Sacramento, CA | 2021-11-15 | |
| 6,100 | $124 | 0.0% | Index | Low | Scottsdale, AZ | 2021-11-05 | |
| 5,000 | $102 | 0.0% | N/A | N/A | Chicago, IL | 2021-10-12 | |
| 4,494 | $91.5K | 0.0% | Core | Low | Whippany, NJ | 2024-05-17 | |
| 3,400 | $69.2K | 0.0% | ETF | Very Low | New York, NY | 2023-06-21 | |
| 3,228 | $65 | 0.0% | Core | Low | Toronto, Australia | 2021-11-15 | |
| 1,921 | $39.1K | 0.0% | Core | Medium | Paris, India | 2021-11-16 | |
| 1,206 | $25 | 0.0% | Index | Very Low | London, United Kingdom | 2021-11-15 | |
| 1,000 | $20 | 0.0% | Core | Medium | Berkeley, CA | 2021-11-12 | |
| 727 | $15 | 0.0% | Core | Low | Lincoln, NE | 2021-11-15 | |
| 559 | $11 | 0.0% | Core | Low | San Francisco, CA | 2021-11-15 | |
| 400 | $8 | 0.0% | Index | Low | Raleigh, NC | 2021-11-16 | |
| 397 | $8 | 0.0% | GARP | Very High | New York, NY | 2021-11-15 | |
| 242 | $5 | 0.0% | Index | Low | San Francisco, CA | 2021-11-02 | |
| 150 | $3 | 0.0% | ETF | Low | Tucson, AZ | 2021-10-29 | |
| 13 | $0 | 0.0% | Growth | Medium | Boston, MA | 2022-02-14 | |
| 11 | $0 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2021-11-05 | |
| 10 | $0 | 0.0% | ETF | Low | New York, NY | 2021-10-19 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2021-11-09 |