CUSIP: 84612U107 | 291 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 42,612,154 | $938.7M | 12.6% | Deep Value | Medium | Boston, MA | 2024-02-14 | |
| 5,354,289 | $118.0M | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 4,586,350 | $101.0M | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 3,994,900 | $88.0M | 4.5% | Deep Value | Very High | Palm Beach, FL | 2024-02-12 | |
| 3,342,867 | $73.6M | 32.9% | ETF | Low | Fort Collins, CO | 2024-02-12 | |
| 3,297,000 | $72.6M | 0.1% | Value | Medium | Hamilton, Denmark | 2024-02-13 | |
| 3,216,864 | $70.9M | 2.5% | Deep Value | Very High | Valhalla, NY | 2024-02-15 | |
| 2,940,423 | $64.8M | 6.4% | Deep Value | Very High | New York, NY | 2024-11-14 | |
| 2,443,712 | $49.2M | 9.8% | Deep Value | Very High | Zurich, Switzerland | 2024-02-13 | |
| 1,931,873 | $42.6M | 0.0% | Growth | Medium | Nashville, TN | 2024-02-14 | |
| 1,698,738 | $37.4M | 0.2% | Growth | Medium | Naperville, IL | 2024-01-31 | |
| 1,383,000 | $30.5M | 0.3% | Core | High | San Francisco, CA | 2024-02-14 | |
| 1,325,689 | $29.2M | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 1,311,448 | $28.9M | 4.6% | Growth | Medium | London, United Kingdom | 2024-02-13 | |
| 1,255,667 | $27.7M | 0.1% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 1,254,807 | $27.6M | 2.0% | Value | Very High | London, United Kingdom | 2024-02-14 | |
| 1,162,328 | $25.6M | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 1,118,571 | $24.6M | 0.0% | Core | Medium | New York, NY | 2024-05-14 | |
| 1,049,894 | $23.1M | 5.4% | Deep Value | Very High | New York, NY | 2024-02-14 | |
| 1,031,900 | $22.7K | 0.0% | Core | High | New York, NY | 2024-02-13 | |
| 1,030,941 | $22.7M | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 974,514 | $21.5M | 0.0% | Index | Low | Austin, TX | 2024-02-07 | |
| 963,207 | $21.2M | 0.0% | Core | Medium | Los Angeles, CA | 2024-02-13 | |
| 937,720 | $20.7M | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2024-02-14 | |
| 907,983 | $20.0M | 1.1% | Growth | Low | Tokyo, Mexico | 2024-02-02 | |
| 871,327 | $19.2K | 0.0% | Growth | Low | Boston, MA | 2024-02-13 | |
| 826,822 | $18.2M | 0.7% | Deep Value | Very High | Greenwich, CT | 2024-02-14 | |
| 739,842 | $16.3M | 0.1% | Value | Low | Rye, NY | 2024-02-13 | |
| 720,053 | $15.9M | 1.1% | Yield | High | Greenwich, CT | 2024-02-14 | |
| 687,870 | $15.2M | 0.9% | Core | Medium | Dallas, TX | 2024-02-14 | |
| 670,734 | $14.8M | 0.0% | Core | Low | Madison, WI | 2024-02-12 | |
| 664,296 | $14.6M | 0.0% | Core | Medium | London, United Kingdom | 2024-02-12 | |
| 626,000 | $13.8M | 8.2% | Yield | Very High | Dallas, TX | 2024-02-14 | |
| 616,062 | $13.6M | 0.0% | N/A | N/A | London, United Kingdom | 2024-02-14 | |
| 509,838 | $11.2M | 0.0% | Index | Very Low | Chicago, IL | 2024-02-13 | |
| 482,016 | $10.6M | 0.1% | Growth | Low | New York, NY | 2024-02-06 | |
| 472,964 | $10.4M | 0.0% | Index | Very Low | San Francisco, CA | 2024-02-06 | |
| 466,676 | $10.3M | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 458,311 | $10.1M | 0.0% | Growth | Low | Chicago, IL | 2024-02-14 | |
| 444,789 | $9.8M | 0.0% | GARP | High | London, United Kingdom | 2024-02-14 | |
| 406,918 | $9.0M | 1.3% | Yield | Very High | Dallas, TX | 2024-02-14 | |
| 395,042 | $8.7M | 0.1% | Core | High | Paris, India | 2024-02-13 | |
| 370,895 | $8.2M | 0.1% | Value | Low | Greenwich, CT | 2024-02-14 | |
| 335,400 | $7.4M | 2.4% | Yield | Very High | Westport, CT | 2024-02-13 | |
| 331,858 | $7.3K | 0.3% | ETF | Medium | Milwaukee, WI | 2024-02-13 | |
| 317,134 | $7.0M | 0.0% | Core | Medium | Boston, MA | 2024-02-13 | |
| 312,475 | $6.9M | 1.4% | Value | Very High | New York, NY | 2024-02-07 | |
| 304,900 | $6.7M | 1.3% | Momentum | Very High | Rye, NY | 2024-02-13 | |
| 300,000 | $6.6M | 0.1% | Value | Very High | Naples, FL | 2024-02-14 | |
| 294,355 | $6.5M | 0.0% | Core | Low | Seattle, WA | 2024-02-05 | |
| 261,167 | $5.8M | 0.0% | Core | Medium | London, United Kingdom | 2026-03-24 | |
| 222,904 | $4.9M | 0.0% | Core | Low | New York, NY | 2024-01-29 | |
| 218,756 | $4.8M | 0.0% | Core | Low | Charlotte, NC | 2024-02-14 | |
| 213,587 | $4.7M | 0.0% | N/A | N/A | Zurich, Switzerland | 2024-02-08 | |
| 203,080 | $4.5M | 1.7% | Value | Very High | Greenwich, CT | 2024-02-12 | |
| 184,600 | $4.1M | 1.5% | Growth | High | Boston, MA | 2024-02-14 | |
| 183,786 | $4.0M | 0.0% | Value | High | New York, NY | 2024-02-14 | |
| 183,000 | $4.0M | 0.0% | Core | Low | Columbus, OH | 2024-02-16 | |
| 166,117 | $3.7M | 0.0% | Growth | Low | Stockholm, Sweden | 2024-02-14 | |
| 157,482 | $3.5M | 0.0% | Core | Very High | New York, NY | 2024-02-14 | |
| 152,900 | $3.4M | 0.6% | Yield | Very High | Toronto, Australia | 2024-02-14 | |
| 150,000 | $3.3K | 0.0% | Deep Value | High | Hong Kong, South Korea | 2024-02-14 | |
| 140,136 | $3.1M | 0.0% | Core | Medium | Munich, Hong Kong | 2024-02-12 | |
| 131,755 | $2.9M | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 125,000 | $2.8M | 0.0% | GARP | High | Toronto, Australia | 2024-03-21 | |
| 117,349 | $2.6M | 0.2% | Deep Value | Very High | New York, NY | 2024-02-14 | |
| 105,425 | $2.3K | 4.2% | N/A | N/A | New York, NY | 2024-02-07 | |
| 100,000 | $2.2K | 0.0% | GARP | High | Toronto, Australia | 2024-02-06 | |
| 99,800 | $2.2M | 0.0% | Index | Very Low | Zurich, Switzerland | 2024-02-06 | |
| 95,600 | $2.1M | 0.0% | GARP | High | Paris, India | 2024-02-13 | |
| 92,954 | $2.0M | 0.3% | Deep Value | Very High | New York, NY | 2024-02-14 | |
| 91,213 | $2.0M | 0.0% | Deep Value | Very High | Chicago, IL | 2024-02-01 | |
| 89,087 | $2.0M | 1.5% | Deep Value | Very High | Stamford, CT | 2024-02-12 | |
| 88,639 | $2.0M | 0.1% | Momentum | Very High | Chicago, IL | 2024-02-14 | |
| 83,794 | $1.8M | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 83,033 | $1.8K | 0.0% | GARP | Very High | New York, NY | 2024-02-09 | |
| 80,000 | $1.8M | 0.0% | Growth | High | Tokyo, Mexico | 2024-03-27 | |
| 76,955 | $1.7M | 0.0% | Growth | Low | Atlanta, GA | 2024-02-13 | |
| 76,450 | $1.7M | 0.0% | Value | Very High | New York, NY | 2024-02-14 | |
| 72,148 | $1.6M | 0.0% | Index | Very Low | Boston, MA | 2024-02-08 | |
| 67,761 | $1.5M | 0.0% | Value | High | Edmonton, Abu Dhabi | 2024-02-12 | |
| 67,103 | $1.5M | 0.0% | Core | Low | Chicago, IL | 2024-02-14 | |
| 63,356 | $1.4M | 0.0% | Core | Medium | New York, NY | 2024-02-09 | |
| 61,122 | $1.3M | 0.4% | Yield | High | Chicago, IL | 2024-02-14 | |
| 60,252 | $1.3K | 0.0% | Growth | Very High | New York, NY | 2024-01-12 | |
| 60,000 | $1.3M | 0.0% | N/A | N/A | Brussels, Czech Republic | 2024-02-14 | |
| 58,119 | $1.3M | 0.1% | Deep Value | Very High | New York, NY | 2024-02-14 | |
| 58,062 | $1.3M | 0.0% | Growth | Low | New York, NY | 2024-02-14 | |
| 57,399 | $1.3M | 0.1% | Value | Very High | Englewood, NJ | 2024-02-05 | |
| 55,585 | $1.2M | 0.0% | Value | Medium | New York, NY | 2024-02-14 | |
| 54,208 | $1.2M | 0.0% | Index | Very Low | West Sacramento, CA | 2024-02-13 | |
| 51,900 | $1.1M | 0.1% | Deep Value | High | Chicago, IL | 2024-02-14 | |
| 50,000 | $1.1M | 1.6% | Yield | High | Stamford, CT | 2024-02-12 | |
| 50,000 | $1.1M | 0.4% | Growth | High | Toronto, South Africa | 2024-02-14 | |
| 48,479 | $1.1M | 0.0% | Index | Very Low | London, United Kingdom | 2025-05-29 | |
| 46,692 | $1.0K | 0.0% | Value | Very High | Singapore, Turkey | 2024-02-09 | |
| 46,622 | $1.0M | 0.1% | Value | High | New York, NY | 2024-02-14 | |
| 43,962 | $968.5K | 0.0% | Value | Medium | Boston, MA | 2024-02-07 | |
| 32,891 | $724.6K | 0.1% | Yield | Very High | New York, NY | 2024-02-13 | |
| 32,000 | $705.0K | 0.0% | Core | Very High | New York, NY | 2024-05-06 | |
| 30,835 | $679.3K | 0.0% | GARP | Medium | Kansas City, MO | 2024-02-13 | |
| 30,653 | $675.3K | 0.0% | Growth | Low | Overland Park, KS | 2024-02-14 | |
| 29,961 | $660.0K | 0.0% | N/A | N/A | Minneapolis, MN | 2024-01-29 | |
| 29,961 | $660.0K | 0.0% | Index | Low | Parsippany, NJ | 2024-01-25 | |
| 29,370 | $647.0K | 0.0% | Core | Low | Whippany, NJ | 2024-04-22 | |
| 29,370 | $647.0K | 0.0% | Core | Low | Whippany, NJ | 2024-04-22 | |
| 27,486 | $605.5K | 0.0% | Agg Growth | Very Low | New York, NY | 2024-02-28 | |
| 26,810 | $782.6K | 0.3% | Deep Value | Very High | Vancouver, UAE | 2024-02-14 | |
| 23,340 | $514.2K | 0.0% | Growth | Low | Seoul, Malaysia | 2024-01-24 | |
| 22,689 | $500.0K | 0.0% | Core | Low | Toronto, Australia | 2024-02-14 | |
| 22,430 | $494.1K | 0.0% | Growth | Low | Bethesda, MD | 2024-02-14 | |
| 22,163 | $488.3K | 0.0% | Yield | Low | New York, NY | 2024-02-14 | |
| 21,425 | $472.0K | 0.0% | Core | Medium | Newark, NJ | 2024-02-13 | |
| 21,257 | $468.3K | 0.0% | GARP | Medium | Toronto, Australia | 2024-02-13 | |
| 21,108 | $465.0K | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-02-14 | |
| 20,602 | $453.9K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 20,000 | $440.6K | 3.3% | Value | Very High | Davie, FL | 2024-01-31 | |
| 19,854 | $437.4K | 0.0% | Growth | Medium | Atlanta, GA | 2025-02-07 | |
| 19,331 | $425.9K | 0.0% | GARP | Very High | New York, NY | 2024-02-14 | |
| 18,500 | $407.6K | 0.2% | Core | Low | Savannah, GA | 2024-02-07 | |
| 18,440 | $406.2K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 17,801 | $392.2K | 0.6% | Deep Value | Very High | Chicago, IL | 2024-02-13 | |
| 15,000 | $330.5K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-01-23 | |
| 14,789 | $325.8K | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 14,550 | $320.5K | 0.0% | Index | Very Low | Tallahassee, FL | 2024-02-09 | |
| 14,500 | $319 | 0.0% | Growth | Low | Stockholm, Sweden | 2024-02-01 | |
| 14,164 | $312.0K | 0.0% | Index | Very Low | Phoenix, AZ | 2024-01-24 | |
| 13,843 | $305 | 0.0% | Growth | Medium | Baltimore, MD | 2024-02-16 | |
| 13,057 | $287.6K | 0.0% | Core | Medium | San Mateo, CA | 2024-02-09 | |
| 12,834 | $282.7K | 0.0% | Momentum | Low | Chicago, IL | 2024-02-12 | |
| 12,755 | $281.0K | 0.0% | Core | Low | Zurich, Switzerland | 2024-01-30 | |
| 12,741 | $280.7K | 0.0% | Core | Very High | New York, NY | 2024-02-15 | |
| 12,088 | $266.3K | 0.0% | Core | Very High | New York, NY | 2024-02-14 | |
| 11,616 | $255.9K | 0.0% | Agg Growth | Very High | Chicago, IL | 2024-02-13 | |
| 10,269 | $226.2K | 0.0% | GARP | Very High | New York, NY | 2024-02-13 | |
| 9,988 | $220.0K | 0.0% | Core | High | Los Angeles, CA | 2024-02-06 | |
| 9,345 | $205.9K | 0.0% | Value | Very High | Chicago, IL | 2024-10-21 | |
| 7,919 | $174 | 0.0% | Core | Very Low | New York, NY | 2024-02-06 | |
| 5,724 | $126.1K | 0.0% | Core | Low | Lincoln, NE | 2024-02-14 | |
| 5,226 | $115.1K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2024-03-22 | |
| 3,186 | $70.2K | 0.0% | ETF | Very Low | New York, NY | 2024-02-14 | |
| 1,753 | $38.6K | 0.0% | Value | Very High | Chicago, IL | 2024-02-14 | |
| 1,660 | $36.6K | 0.0% | Value | Very High | Chicago, IL | 2024-02-02 | |
| 1,530 | $33.7K | 0.0% | Yield | Medium | Boston, MA | 2024-02-08 | |
| 577 | $12.7K | 0.0% | ETF | Medium | Scottsdale, AZ | 2024-01-12 | |
| 550 | $12.1K | 0.0% | Growth | Low | Naples, FL | 2024-01-31 | |
| 152 | $3.3K | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 37 | $815 | 0.0% | Index | Very Low | St. Louis, MO | 2024-01-25 | |
| 26 | $573 | 0.0% | Core | Medium | Toronto, Ontario, Australia | 2024-02-13 | |
| 15 | $330 | 0.0% | Growth | Very Low | Calabasas, United Kingdom | 2024-02-01 | |
| 14 | $308 | 0.0% | Index | Low | San Francisco, CA | 2024-02-15 | |
| 13 | $286 | 0.0% | Core | Low | Springfield, MA | 2024-01-03 | |
| 7 | $0 | 0.0% | Value | High | London, United Kingdom | 2024-02-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |