CUSIP: 843878307 | VG | 141 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 792,326 | $28.8M | 16.5% | Yield | Medium | Cleveland, OH | 2025-07-30 | |
| 774,046 | $28.2M | 1.1% | Deep Value | Low | Sausalito, CA | 2025-08-13 | |
| 584,931 | $21.3M | 0.0% | Index | Very Low | New York, NY | 2025-08-12 | |
| 439,766 | $16.0M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-08-11 | |
| 382,380 | $13.9M | 2.1% | Deep Value | Low | Chicago, IL | 2025-08-14 | |
| 324,357 | $11.8M | 0.0% | Growth | Medium | Nashville, TN | 2025-08-14 | |
| 188,233 | $6.8M | 0.0% | Index | Very Low | Boston, MA | 2025-08-08 | |
| 143,044 | $5.2M | 0.5% | Deep Value | Medium | Naples, FL | 2025-08-14 | |
| 131,949 | $4.8M | 0.0% | Index | Very Low | Boston, MA | 2025-08-14 | |
| 124,484 | $4.5M | 0.0% | Index | Low | Austin, TX | 2025-08-12 | |
| 115,841 | $4.2M | 0.1% | Value | High | St Louis, MO | 2025-08-13 | |
| 102,686 | $3.7M | 0.0% | Index | Low | Birmingham, AL | 2025-08-14 | |
| 92,053 | $3.3M | 0.0% | Core | Very High | New York, NY | 2025-08-14 | |
| 79,170 | $2.9M | 0.2% | Deep Value | Very High | Paris France, India | 2025-08-07 | |
| 77,908 | $2.8M | 0.7% | Core | Very High | Chadds Ford, PA | 2025-08-12 | |
| 76,216 | $2.8M | 0.3% | Yield | Very High | Paris, India | 2025-08-08 | |
| 75,000 | $2.7M | 1.3% | GARP | Medium | Key Largo, FL | 2025-08-14 | |
| 75,000 | $2.7M | 0.1% | Core | Medium | Chicago, IL | 2025-08-14 | |
| 59,978 | $2.2M | 0.0% | Index | Very Low | Chicago, IL | 2025-08-13 | |
| 59,384 | $2.2M | 0.0% | Core | Low | St. Louis, MO | 2025-08-14 | |
| 51,000 | $1.9M | 0.6% | Yield | Very High | Westport, CT | 2025-08-13 | |
| 49,600 | $1.8M | 0.0% | Core | High | New York, NY | 2025-08-13 | |
| 46,451 | $1.7M | 1.2% | Deep Value | Very High | Chicago, IL | 2025-08-07 | |
| 42,827 | $1.6M | 0.0% | GARP | Medium | Kansas City, MO | 2025-08-12 | |
| 42,568 | $1.5M | 2.0% | Deep Value | Medium | Walnut Creek, CA | 2025-10-17 | |
| 35,616 | $1.3M | 0.0% | Core | Low | New York, NY | 2025-08-05 | |
| 32,264 | $1.2M | 0.0% | Value | High | New York, NY | 2025-08-14 | |
| 31,849 | $1.2M | 0.0% | Growth | Medium | New York, NY | 2025-08-12 | |
| 30,190 | $1.1M | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-08-14 | |
| 27,775 | $1.0M | 0.1% | Growth | Low | Marietta, GA | 2025-07-22 | |
| 27,408 | $996.8K | 0.1% | Deep Value | Very High | New York, NY | 2025-08-14 | |
| 24,436 | $888.7K | 0.0% | Index | Very Low | San Francisco, CA | 2025-08-12 | |
| 20,327 | $739.3K | 0.0% | Core | Medium | London, United Kingdom | 2026-02-27 | |
| 18,952 | $689.3K | 0.0% | Core | Very High | Miami, FL | 2025-08-14 | |
| 18,234 | $663.2K | 0.3% | Value | Low | Sausalito, CA | 2025-07-11 | |
| 17,200 | $625.6K | 0.0% | Growth | High | New York, NY | 2025-08-14 | |
| 17,029 | $619.3K | 0.0% | Core | Low | Charlotte, NC | 2025-08-14 | |
| 13,982 | $508.5K | 0.0% | Core | Low | Charlotte, NC | 2025-08-12 | |
| 13,500 | $491.0K | 0.0% | Growth | Medium | Foster City, CA | 2025-08-08 | |
| 10,135 | $368.6K | 0.0% | Core | High | Los Angeles, CA | 2025-08-07 | |
| 10,025 | $364.6K | 0.0% | ETF | Medium | Birmingham, AL | 2025-07-28 | |
| 9,968 | $362.9K | 0.0% | Core | Medium | London, United Kingdom | 2025-08-13 | |
| 9,934 | $361.3K | 0.0% | Value | Very High | London, United Kingdom | 2025-08-14 | |
| 9,857 | $358.5K | 0.0% | Index | Very Low | Independence, OH | 2025-08-12 | |
| 9,740 | $354 | 0.0% | ETF | Medium | Birmingham, AL | 2025-08-06 | |
| 9,514 | $346.0K | 0.0% | Index | Very Low | Boston, MA | 2025-08-12 | |
| 9,479 | $344.8K | 0.1% | Agg Growth | N/A | Singapore, Turkey | 2025-08-14 | |
| 9,041 | $328.8K | 0.0% | Value | Medium | Greenwich, CT | 2025-08-14 | |
| 8,488 | $308.7K | 0.0% | Core | Medium | New York, NY | 2025-08-14 | |
| 7,807 | $283.9K | 0.0% | Deep Value | Medium | Houston, TX | 2025-08-14 | |
| 7,807 | $283.9K | 0.0% | Value | Medium | Newtown Square, PA | 2025-08-11 | |
| 7,204 | $262.0K | 0.0% | Deep Value | Very High | New York, NY | 2025-08-14 | |
| 6,213 | $226.0K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2025-08-12 | |
| 6,182 | $224.8K | 0.0% | Core | Very Low | Birmingham, AL | 2025-07-25 | |
| 5,685 | $206.8K | 0.0% | GARP | High | Boston, MA | 2025-08-13 | |
| 5,665 | $206.0K | 0.0% | Core | Low | Nashville, TN | 2025-07-23 | |
| 5,426 | $197.4K | 0.0% | Core | Low | San Francisco, CA | 2025-08-14 | |
| 5,173 | $188.1K | 0.0% | Core | Low | New York, NY | 2025-08-14 | |
| 4,802 | $175.0K | 0.0% | Core | Low | Toronto, Australia | 2025-11-21 | |
| 4,685 | $170.4K | 0.0% | Core | Low | Whippany, NJ | 2025-08-13 | |
| 4,630 | $168.4K | 0.0% | Core | Low | Causeway Bay, South Korea | 2025-08-14 | |
| 3,964 | $144.2K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 3,266 | $118.5K | 0.0% | Index | Very Low | London, United Kingdom | 2025-08-12 | |
| 2,891 | $105 | 0.0% | Core | Medium | New York, NY | 2025-08-14 | |
| 1,675 | $60.9K | 0.0% | Index | Very Low | Trenton, NJ | 2025-08-08 | |
| 1,000 | $36.4K | 0.0% | ETF | Low | Southfied, MI | 2025-08-04 | |
| 1,000 | $36.4K | 0.0% | Growth | Very Low | Memphis, TN | 2025-08-06 | |
| 863 | $31.4K | 0.0% | Core | Low | Lincoln, NE | 2025-08-12 | |
| 790 | $28.7K | 0.0% | GARP | Very High | New York, NY | 2025-08-15 | |
| 777 | $28.3K | 0.0% | ETF | Low | Brentwood, TN | 2025-07-24 | |
| 731 | $26.6K | 0.0% | Core | Medium | New York, NY | 2025-08-11 | |
| 693 | $25 | 0.0% | Growth | Very Low | Omaha, NE | 2025-07-25 | |
| 638 | $23.2K | 0.0% | Growth | Low | Stockholm, Sweden | 2025-08-13 | |
| 604 | $22.0K | 0.0% | Index | Very Low | West Sacramento, CA | 2025-08-14 | |
| 585 | $21.3K | 0.0% | ETF | Low | Atlanta, GA | 2025-07-07 | |
| 570 | $20.7K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-08-14 | |
| 456 | $16.6K | 0.0% | Value | High | Stamford, CT | 2025-08-14 | |
| 326 | $11.9K | 0.0% | Growth | Medium | Boston, MA | 2025-08-14 | |
| 109 | $4 | 0.0% | Value | High | Chicago, IL | 2025-07-09 | |
| 43 | $2 | 0.0% | Value | High | London, United Kingdom | 2025-08-11 | |
| 42 | $1.5K | 0.0% | Index | Very Low | Foster City, CA | 2025-07-14 | |
| 14 | $509 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-05-21 | |
| 12 | $582 | 0.0% | Growth | Low | Tampa, FL | 2025-07-24 | |
| 8 | $291 | 0.0% | Core | Medium | Birmingham, AL | 2025-08-13 | |
| 7 | $255 | 0.0% | Index | Very Low | St. Louis, MO | 2025-07-31 | |
| 5 | $182 | 0.0% | Index | Low | Chicago, IL | 2025-08-11 | |
| 4 | $145 | 0.0% | Index | Low | Minneapolis, MN | 2025-07-24 | |
| 2 | $73 | 0.0% | Index | Low | Scottsdale, AZ | 2025-09-04 | |
| 1 | $36 | 0.0% | Index | Low | San Francisco, CA | 2025-07-11 | |
| 1 | $37 | 0.0% | Index | Low | Folsom, CA | 2025-08-07 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-08-12 |