CUSIP: 84763A108 | 568 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 20,000,000 | $19.2M | 0.3% | GARP | High | New York, NY | 2023-08-14 | |
| 8,580,357 | $8.2M | 0.0% | N/A | N/A | Valley Forge, PA | 2023-08-14 | |
| 4,881,037 | $4.7M | 0.1% | Value | High | St Louis, MO | 2023-08-14 | |
| 3,482,697 | $3.3M | 0.0% | N/A | N/A | New York, NY | 2023-08-11 | |
| 2,906,092 | $2.8K | 0.0% | GARP | Medium | Boston, MA | 2023-08-07 | |
| 2,329,817 | $2.2M | 0.1% | N/A | N/A | New York, NY | 2023-08-14 | |
| 1,783,701 | $1.7M | 0.0% | Index | Very Low | Boston, MA | 2023-08-11 | |
| 1,417,567 | $1.4K | 0.0% | Core | High | New York, NY | 2023-08-11 | |
| 1,378,422 | $1.3M | 0.0% | Growth | Low | New York, NY | 2023-08-07 | |
| 1,107,825 | $1.1M | 0.0% | Core | Low | New York, NY | 2023-08-14 | |
| 1,063,056 | $1.0M | 0.7% | GARP | High | Montreal, Quebec, South Africa | 2023-08-09 | |
| 1,045,155 | $1.0K | 0.1% | GARP | Very High | Toronto, Australia | 2023-08-14 | |
| 975,600 | $936.6K | 0.2% | Core | Low | Bethesda, MD | 2023-07-31 | |
| 800,000 | $768 | 0.0% | Deep Value | High | Gulf Breeze, FL | 2023-08-04 | |
| 750,465 | $720.4K | 0.8% | Yield | Medium | Mercer Island, WA | 2023-08-15 | |
| 612,969 | $588.5K | 0.0% | Index | Very Low | Boston, MA | 2023-08-14 | |
| 508,304 | $488.0K | 0.1% | Growth | Very High | Redondo Beach, CA | 2023-08-14 | |
| 505,024 | $485 | 0.0% | Deep Value | Medium | Richmond, VA | 2023-08-10 | |
| 389,142 | $373.6K | 0.0% | Index | Low | Minneapolis, MN | 2023-08-10 | |
| 389,020 | $373.5K | 0.0% | Core | Very High | New York, NY | 2023-08-14 | |
| 371,752 | $356.8K | 0.0% | Index | Low | Austin, TX | 2023-08-09 | |
| 365,931 | $351.3K | 0.0% | Core | Low | San Francisco, CA | 2023-08-15 | |
| 333,220 | $424 | 0.1% | Deep Value | Very High | Vancouver, UAE | 2023-08-11 | |
| 311,003 | $298.6K | 0.0% | Index | Very Low | Chicago, IL | 2023-08-11 | |
| 243,555 | $233.8K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-08-11 | |
| 191,359 | $183.7K | 0.0% | Core | Very High | New York, NY | 2023-08-14 | |
| 157,908 | $152 | 0.0% | GARP | Very High | New York, NY | 2023-07-27 | |
| 146,061 | $140.2K | 0.1% | Core | Very High | Boston, MA | 2023-08-11 | |
| 144,593 | $138.8K | 0.0% | Value | Very High | London, United Kingdom | 2023-08-14 | |
| 143,186 | $137 | 0.0% | Core | Low | Philadelphia, PA | 2023-07-26 | |
| 114,670 | $110.1K | 0.0% | N/A | N/A | Boston, MA | 2023-08-10 | |
| 103,000 | $98.9K | 0.0% | Growth | Very Low | Tucson, AZ | 2023-08-10 | |
| 100,000 | $96.0K | 0.0% | Core | High | Zurich, Switzerland | 2026-03-11 | |
| 97,803 | $93.9K | 0.0% | Core | Low | Charlotte, NC | 2023-08-14 | |
| 88,774 | $85.2K | 0.0% | Index | Low | Scottsdale, AZ | 2023-08-21 | |
| 88,504 | $85.0K | 0.0% | Core | Low | New York, NY | 2023-08-03 | |
| 83,012 | $79.7K | 0.0% | Core | Medium | San Mateo, CA | 2023-08-11 | |
| 68,632 | $65.9K | 0.0% | Value | Very High | Chicago, IL | 2023-08-09 | |
| 64,122 | $61.6K | 0.0% | Value | Very High | London, United Kingdom | 2023-08-14 | |
| 51,109 | $49.1K | 0.0% | ETF | Very High | New York, NY | 2023-08-16 | |
| 46,889 | $45.0K | 0.0% | Deep Value | Very High | New York, NY | 2023-08-14 | |
| 42,193 | $41 | 0.0% | GARP | High | Boston, MA | 2023-08-14 | |
| 38,200 | $36.7K | 0.0% | Growth | Very Low | Indianapolis, IN | 2023-08-08 | |
| 28,324 | $27.2K | 0.0% | Value | Very High | New York, NY | 2023-08-14 | |
| 28,305 | $28 | 0.0% | Growth | Medium | Baltimore, MD | 2023-08-14 | |
| 20,812 | $20.0K | 0.0% | Growth | Very Low | St. Petersburg, FL | 2023-07-25 | |
| 20,199 | $19.4K | 0.0% | Core | Low | Cleveland, OH | 2023-07-17 | |
| 20,024 | $19.2K | 0.0% | Core | Medium | San Antonio, TX | 2023-07-27 | |
| 19,106 | $18.3K | 0.0% | Core | Medium | New York, NY | 2024-05-14 | |
| 16,432 | $15.8K | 0.0% | Index | Very Low | Overland Park, KS | 2023-07-21 | |
| 15,000 | $14.4K | 0.0% | Growth | Low | Los Angeles, CA | 2023-08-09 | |
| 14,000 | $13.4K | 0.0% | Index | Low | San Francisco, CA | 2024-05-20 | |
| 13,890 | $14.3K | 0.0% | ETF | Very Low | Beachwood, OH | 2023-08-15 | |
| 12,941 | $12.4K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 12,547 | $12 | 0.0% | Core | Very High | Chicago, IL | 2023-08-04 | |
| 10,003 | $9.6K | 0.0% | ETF | Medium | Phoenix, AZ | 2023-07-19 | |
| 10,000 | $9.6K | 0.0% | ETF | Medium | Las Vegas, NV | 2023-07-20 | |
| 10,000 | $9.6K | 0.0% | ETF | Low | Santa Barbara, CA | 2023-08-04 | |
| 10,000 | $9.6K | 0.0% | GARP | Low | Los Angeles, CA | 2025-12-08 | |
| 10,000 | $9.6K | 0.0% | Growth | Very Low | Westport, CT | 2023-08-08 | |
| 5,148 | $5 | 0.0% | ETF | Low | Edina, MN | 2023-08-14 | |
| 3,924 | $3.8K | 0.0% | Growth | Medium | New York, NY | 2023-08-11 | |
| 3,725 | $3.6K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-08-11 | |
| 3,600 | $3.5K | 0.0% | Index | Very Low | Boston, MA | 2023-08-08 | |
| 2,500 | $2.4K | 0.0% | ETF | Low | West Chester, PA | 2023-07-28 | |
| 2,250 | $2.2K | 0.0% | Core | Low | Stamford, CT | 2023-08-14 | |
| 1,759 | $1.7K | 0.0% | GARP | Very High | New York, NY | 2023-08-14 | |
| 1,600 | $1.5K | 0.0% | Value | Medium | Levis, Austria | 2024-08-15 | |
| 1,390 | $1.3K | 0.0% | Index | Low | Folsom, CA | 2023-07-18 | |
| 800 | $768 | 0.0% | ETF | Low | Newburgh, NY | 2023-08-08 | |
| 200 | $192 | 0.0% | Core | Low | Kansas City, MO | 2023-07-25 | |
| 184 | $177 | 0.0% | Core | Medium | Paris, India | 2023-08-09 | |
| 100 | $96 | 0.0% | Core | Very High | Miami, FL | 2023-08-14 | |
| 12 | $0 | 0.0% | Growth | Very Low | Omaha, NE | 2023-08-03 | |
| 4 | $0 | 0.0% | Core | Low | Toronto, Australia | 2023-08-14 | |
| 1 | $1 | 0.0% | Growth | Very Low | Calabasas, United Kingdom | 2023-07-31 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-08-10 |