CUSIP: 84670702 | 316 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 658,180 | $95.1K | 0.2% | Core | Low | Montreal, Austria | 2016-11-08 | |
| 610,262 | $88.2K | 0.1% | N/A | N/A | Louisville, KY | 2016-10-25 | |
| 407,756 | $59.0K | 0.1% | N/A | N/A | London, United Kingdom | 2016-10-31 | |
| 289,929 | $41.9K | 9.9% | N/A | N/A | Cincinnati, OH | 2016-11-16 | |
| 172,481 | $24.9K | 0.1% | Growth | Very Low | Boston, MA | 2016-11-01 | |
| 158,886 | $23.0K | 1.5% | Value | Very Low | Atlanta, GA | 2016-11-01 | |
| 140,600 | $20.3K | 16.2% | N/A | N/A | Boston, MA | 2016-11-03 | |
| 137,664 | $19.9K | 0.0% | Momentum | Medium | New York, NY | 2016-11-29 | |
| 127,924 | $18.5K | 0.1% | Core | Low | Providence, RI | 2016-11-04 | |
| 123,987 | $17.9K | 0.0% | Core | Very Low | Walnut Creek, CA | 2016-11-14 | |
| 102,087 | $14.7K | 0.0% | Growth | Low | New York, NY | 2016-11-14 | |
| 94,982 | $13.7K | 0.1% | Core | Low | Centreville, VA | 2016-11-01 | |
| 93,998 | $13.6K | 1.6% | Value | Very Low | New York, NY | 2016-10-27 | |
| 92,008 | $13.3K | 0.4% | Deep Value | Low | Stockholm, Sweden | 2016-12-09 | |
| 78,728 | $11.4K | 4.3% | Value | Medium | Klampenborg, Greece | 2016-10-13 | |
| 74,040 | $10.7K | 0.2% | Growth | Low | Bethesda, MD | 2016-10-27 | |
| 73,540 | $10.6K | 0.0% | Deep Value | Medium | Jersey City, NJ | 2016-11-08 | |
| 71,755 | $10.4K | 0.0% | Core | High | London, United Kingdom | 2016-11-14 | |
| 67,747 | $9.8K | 0.1% | Growth | Low | Overland Park, KS | 2016-11-14 | |
| 58,800 | $8.5K | 0.2% | Value | Very Low | Omaha, NE | 2016-11-10 | |
| 54,191 | $7.8K | 0.0% | Value | Medium | Missoula, MT | 2016-11-14 | |
| 47,400 | $6.8K | 2.0% | Deep Value | Medium | West Lake Hills, TX | 2016-11-10 | |
| 46,862 | $6.8K | 0.1% | Core | Low | Grand Forks, ND | 2016-11-10 | |
| 45,985 | $6.6K | 0.1% | ETF | High | Portland, OR | 2016-11-23 | |
| 41,376 | $6.0K | 0.1% | Core | Medium | Tucson, AZ | 2016-10-25 | |
| 40,549 | $5.9K | 0.0% | ETF | Very Low | Lancaster, PA | 2016-10-21 | |
| 37,665 | $5.4K | 0.3% | N/A | N/A | Des Peres, MO | 2016-10-25 | |
| 35,605 | $5.1K | 0.1% | ETF | Very Low | Manhattan, KS | 2016-10-19 | |
| 30,417 | $4.4K | 0.2% | ETF | Medium | Dallas, TX | 2016-10-03 | |
| 25,285 | $3.7K | 0.0% | Core | Low | Concord, NH | 2016-10-14 | |
| 25,000 | $3.6K | 0.0% | Growth | Low | New York, NY | 2016-11-14 | |
| 23,822 | $3.4M | 0.4% | Core | Low | West Conshohocken, PA | 2016-10-27 | |
| 23,566 | $3.4K | 0.2% | ETF | Low | Edina, MN | 2016-11-14 | |
| 20,486 | $3.0K | 0.0% | N/A | N/A | Denver, CO | 2016-11-10 | |
| 18,786 | $3.0K | 0.2% | ETF | High | Downers Grove, IL | 2016-11-21 | |
| 18,335 | $2.6K | 0.1% | Core | Low | Cedar Rapids, IA | 2016-11-14 | |
| 18,042 | $2.6K | 0.0% | Core | Medium | Northfield, NJ | 2016-11-15 | |
| 17,745 | $2.6K | 0.0% | Value | Medium | Dallas, TX | 2016-11-15 | |
| 16,637 | $2.4K | 0.1% | N/A | N/A | Canton, OH | 2016-10-11 | |
| 16,371 | $2.4K | 0.0% | ETF | N/A | Denver, CO | 2016-10-12 | |
| 15,540 | $2.2K | 0.2% | ETF | Medium | Walnut Creek, CA | 2016-11-02 | |
| 15,040 | $2.2M | 1.2% | Momentum | Low | Tulsa, OK | 2016-10-07 | |
| 14,307 | $2.1K | 0.0% | N/A | N/A | Cincinnati, OH | 2016-11-10 | |
| 14,031 | $2.0K | 0.0% | GARP | Medium | Brookfield, WI | 2016-11-15 | |
| 13,608 | $2.0K | 0.0% | Core | Very Low | Radnor, PA | 2016-11-14 | |
| 12,564 | $1.8K | 0.0% | ETF | Low | Denver, CO | 2016-12-08 | |
| 11,290 | $1.6K | 2.6% | Yield | Medium | Burlington, Australia | 2016-11-14 | |
| 10,769 | $1.6K | 0.0% | N/A | N/A | New York, NY | 2016-11-15 | |
| 10,758 | $1.6K | 1.0% | N/A | N/A | San Francisco, CA | 2016-11-08 | |
| 10,305 | $1.5K | 0.0% | Growth | Very Low | Charlotte, NC | 2016-11-15 | |
| 10,223 | $1.5K | 0.0% | N/A | N/A | Wellesley, MA | 2016-11-01 | |
| 10,075 | $1.5K | 0.0% | Core | Very Low | Los Angeles, CA | 2016-10-17 | |
| 10,012 | $1.4K | 0.1% | ETF | Very Low | Vienna, VA | 2016-11-14 | |
| 9,456 | $1.4K | 0.0% | ETF | Very Low | Bridgeville, PA | 2016-11-14 | |
| 7,353 | $1.1K | 0.0% | ETF | Low | Bethlehem, PA | 2016-11-01 | |
| 7,202 | $1.0K | 0.6% | ETF | Very Low | Little Rock, AR | 2016-11-02 | |
| 7,000 | $1.0K | 0.0% | N/A | N/A | Hilversum, Philippines | 2016-10-31 | |
| 6,504 | $939.6K | 0.1% | Core | Very Low | New York, NY | 2016-11-14 | |
| 6,289 | $909 | 0.0% | ETF | Very Low | Stamford, CT | 2016-11-14 | |
| 5,837 | $843 | 0.0% | Core | Low | Atlanta, GA | 2016-11-14 | |
| 5,697 | $823 | 0.0% | ETF | Very Low | Walnut Creek, CA | 2016-10-05 | |
| 5,660 | $818 | 0.0% | N/A | N/A | Alexandria, VA | 2016-11-15 | |
| 5,463 | $790 | 0.0% | Index | Low | Glen Allen, VA | 2016-10-14 | |
| 5,450 | $787 | 0.0% | N/A | N/A | Leawood, KS | 2016-11-10 | |
| 5,406 | $781 | 0.0% | Agg Growth | Very Low | Springfield, MO | 2016-11-01 | |
| 5,346 | $772 | 0.0% | N/A | N/A | Dallas, TX | 2016-11-09 | |
| 5,283 | $763 | 0.1% | N/A | N/A | Sacramento, CA | 2016-11-14 | |
| 5,186 | $749 | 0.0% | N/A | N/A | Cleveland, OH | 2016-11-02 | |
| 5,098 | $737 | 0.1% | N/A | N/A | Bethesda, MD | 2016-11-08 | |
| 4,326 | $625 | 0.0% | N/A | N/A | Morristown, NJ | 2016-11-10 | |
| 4,090 | $590 | 0.1% | N/A | N/A | North Bethesda, MD | 2016-10-26 | |
| 4,079 | $589 | 0.0% | N/A | N/A | Needham, MA | 2016-10-26 | |
| 4,017 | $580 | 0.0% | GARP | High | Palm Beach Gardens, FL | 2016-11-10 | |
| 3,929 | $568 | 0.0% | ETF | Medium | Denver, CO | 2016-11-02 | |
| 3,598 | $519 | 0.2% | N/A | N/A | Wheeling, WV | 2016-10-25 | |
| 3,503 | $506 | 0.0% | ETF | Low | Huntsville, AL | 2016-11-15 | |
| 3,461 | $500 | 0.7% | N/A | N/A | Cleveland, OH | 2016-10-31 | |
| 3,342 | $483 | 0.0% | N/A | N/A | Santa Barbara, CA | 2016-10-25 | |
| 3,310 | $478 | 0.3% | ETF | Very Low | Norfolk, VA | 2016-11-07 | |
| 3,164 | $457 | 0.0% | ETF | Low | Walnut Creek, CA | 2016-10-17 | |
| 3,005 | $434 | 0.0% | Core | Low | Costa Mesa, CA | 2016-11-01 | |
| 2,800 | $405 | 0.4% | Core | Low | Rancho Santa Fe, CA | 2016-10-17 | |
| 2,672 | $386 | 0.0% | GARP | Medium | Paramus, NJ | 2016-11-09 | |
| 2,540 | $366 | 0.1% | N/A | N/A | Denver, CO | 2016-10-28 | |
| 2,506 | $362 | 0.0% | Index | Low | Birmingham, AL | 2016-10-27 | |
| 2,497 | $361 | 0.0% | N/A | N/A | Grand Rapids, MI | 2016-11-08 | |
| 2,411 | $348 | 0.0% | ETF | Very Low | Richmond, VA | 2016-10-13 | |
| 2,320 | $335 | 0.0% | ETF | Low | The Woodlands, TX | 2016-10-18 | |
| 2,280 | $329 | 0.0% | ETF | Low | St. Louis, MO | 2016-10-05 | |
| 2,205 | $319 | 0.0% | Core | High | Coeur D Alene, ID | 2016-11-14 | |
| 2,047 | $296 | 0.0% | N/A | N/A | Naples, FL | 2016-10-26 | |
| 1,773 | $257.0K | 0.1% | Momentum | Medium | Bedminster, NJ | 2016-11-07 | |
| 1,773 | $256 | 0.0% | Growth | Medium | Dallas, PA | 2016-11-10 | |
| 1,516 | $219 | 0.0% | N/A | N/A | Chicago, IL | 2016-11-14 | |
| 785 | $113 | 0.0% | N/A | N/A | Carmel, CA | 2016-11-09 | |
| 624 | $4.3K | 0.1% | ETF | Low | Boulder, CO | 2016-11-10 | |
| 585 | $85 | 0.0% | Agg Growth | Very Low | Menlo Park, CA | 2016-10-27 | |
| 480 | $69 | 0.0% | Agg Growth | High | Beverly Hills, CA | 2016-10-06 | |
| 412 | $60 | 0.0% | ETF | Very High | Rockville, MD | 2016-11-02 | |
| 135 | $20 | 0.0% | N/A | N/A | New York, NY | 2016-10-05 |