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CUSIP: 84858T772 | NYSE | 271 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

J.Safra Asset Management Corp1,030,866
1.9% of portfolio›$43.2M
Patten & Patten Inc310,780
0.7% of portfolio›$13.0M
Allen Investment Management, LLC219,011
0.1% of portfolio›$9.2M
Trek Financial, LLC218,772
0.4% of portfolio›$9.2M
Viewpoint Investment Partners Corp62,439
0.9% of portfolio›$2.8M
Prospera Financial Services Inc52,694
0.0% of portfolio›$2.1M
Pilgrim Partners Asia Pte Ltd52,100
0.4% of portfolio›$2.2M
Commonwealth Equity Services, LLC46,145
0.0% of portfolio›$1.9M
Oppenheimer & Co Inc43,181
0.0% of portfolio›$1.8M
Pekin Hardy Strauss, Inc.32,145
0.1% of portfolio›$1.3M
Citizens Financial Group Inc31,471
0.0% of portfolio›$1.3M
Bluesphere Advisors LLC30,960
0.4% of portfolio›$1.3M
Bright Futures Wealth Management, Llc.29,481
0.9% of portfolio›$1.2M
James Investment Research, Inc.27,476
0.1% of portfolio›$1.2M
Financial Security Advisor, Inc.23,333
0.2% of portfolio›$977.4K
Cambridge Investment Research Advisors, Inc.21,933
0.0% of portfolio›$919
Terra Nova Asset Management LLC21,662
0.6% of portfolio›$907.4K
Creative Planning20,822
0.0% of portfolio›$872.2K
McAdam, LLC20,326
0.0% of portfolio›$851.5K
Laurel Wealth Advisors LLC20,030
0.1% of portfolio›$839.1K
Bank Julius Baer & Co. Ltd, Zurich18,675
0.0% of portfolio›$787.3K
Truist Financial Corp17,847
0.0% of portfolio›$747.6K
Raab & Moskowitz Asset Management LLC16,841
0.1% of portfolio›$705.5K
Nvwm, LLC15,834
0.1% of portfolio›$663.3K
TD Waterhouse Canada Inc.14,771
0.0% of portfolio›$610.7K
PW Nova Financial Services LLC12,884
0.1% of portfolio›$539.7K
Whalen Wealth Management Inc.12,732
0.2% of portfolio›$533.3K
Dynamic Advisor Solutions LLC12,323
0.0% of portfolio›$516.2K
BFI Infinity Ltd.10,030
0.2% of portfolio›$420.2K
Spinnaker Investment Group, LLC9,764
0.1% of portfolio›$409.0K
Joseph P. Lucia & Associates, LLC9,427
0.1% of portfolio›$394.9K
PFG Advisors9,175
0.0% of portfolio›$384.3K
Foresight Capital Management Advisors, Inc.8,273
0.2% of portfolio›$346.5K
Kestra Advisory Services, LLC8,250
0.0% of portfolio›$345.6K
Vontobel Holding Ltd.8,144
0.0% of portfolio›$341.2K
Magnolia Capital Management LTD7,745
0.0% of portfolio›$324
StoneX Group Inc.7,591
0.0% of portfolio›$324.3K
IFP Advisors, Inc7,552
0.0% of portfolio›$316.4K
Clear Creek Financial Management, LLC6,845
0.0% of portfolio›$286.7K
Simon Quick Advisors, LLC6,011
0.0% of portfolio›$251.8K
MGO One Seven LLC5,784
0.0% of portfolio›$242.3K
J. Safra Sarasin Holding AG5,365
0.0% of portfolio›$224.8K
Spire Wealth Management5,050
0.0% of portfolio›$211.5K
Park Avenue Securities LLC4,795
0.0% of portfolio›$201
Kingdom Financial Group Llc.3,868
0.0% of portfolio›$162.0K
Intesa Sanpaolo Wealth Management2,100
0.0% of portfolio›$88.0K
Farther Finance Advisors, LLC2,033
0.0% of portfolio›$85.2K
Compass Financial Management LLC1,247
0.0% of portfolio›$52.2K
Activest Wealth Management768
0.0% of portfolio›$32.2K
Roxbury Financial LLC654
0.0% of portfolio›$27.4K
Guardian Partners Inc.600
0.0% of portfolio›$25.1K
Country Trust Bank600
0.0% of portfolio›$25.1K
NBT Bank, N.A.543
0.0% of portfolio›$22.7K
Avion Wealth537
0.0% of portfolio›$22
Costello Asset Management, Inc500
0.0% of portfolio›$20.9K
Center for Financial Planning, Inc.363
0.0% of portfolio›$15.2K
Hazlett, Burt & Watson, Inc.182
0.0% of portfolio›$8
St. Johns Investment Management Company, LLC168
0.0% of portfolio›$7.0K
Nfsg Corp150
0.0% of portfolio›$6.3K
Assetmark, Inc140
0.0% of portfolio›$5.9K
SJS Investment Consulting Inc.140
0.0% of portfolio›$5.9K
Physician Wealth Advisors, Inc.127
0.0% of portfolio›$5.3K
Evermay Wealth Management LLC107
0.0% of portfolio›$4.5K
Markowski Investments82
0.0% of portfolio›$3.4K
Atlantic Edge Private Wealth Management, LLC75
0.0% of portfolio›$3.1K
Investors Research Corp70
0.0% of portfolio›$2.9K
Evolution Wealth Management Inc.51
0.0% of portfolio›$2.1K
Financial Network Wealth Advisors LLC51
0.0% of portfolio›$2.1K
Ashurst Perkins Coie Trust Co31
0.0% of portfolio›$1.3K
Tradewinds Capital Management, LLC25
0.0% of portfolio›$1.0K
Trust Co20
0.0% of portfolio›$838
Nemes Rush Group LLC12
0.0% of portfolio›$503
Toth Financial Advisory Corp11
0.0% of portfolio›$461
Trust Co of Toledo NA6
0.0% of portfolio›$251
StyleTurnoverLocationFiled
J.Safra Asset Management Corp
1,030,866$43.2M1.9%ETFLowNew York, NY2026-11-03
Patten & Patten Inc
310,780$13.0M0.7%CoreLowChattanooga, TN2026-10-26
Allen Investment Management, LLC
219,011$9.2M0.1%MomentumMediumNew York, NY2026-11-03
Trek Financial, LLC
218,772$9.2M0.4%ETFHighScottsdale, AZ2026-10-29
Viewpoint Investment Partners Corp
62,439$2.8M0.9%ValueMediumCalgary, Abu Dhabi2026-10-26
Prospera Financial Services Inc
52,694$2.1M0.0%CoreMediumDallas, TX2026-11-04
Pilgrim Partners Asia Pte Ltd
52,100$2.2M0.4%ETFMediumSingapore, Turkey2026-10-29
Commonwealth Equity Services, LLC
46,145$1.9M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
43,181$1.8M0.0%CoreLowNew York, NY2026-10-26
Pekin Hardy Strauss, Inc.
32,145$1.3M0.1%ValueMediumChicago, IL2026-11-02
Citizens Financial Group Inc
31,471$1.3M0.0%GrowthLowProvidence, RI2026-10-23
Bluesphere Advisors LLC
30,960$1.3M0.4%ETFLowEast Norriton, PA2026-10-19
Bright Futures Wealth Management, Llc.
29,481$1.2M0.9%CoreHighWebster, Ny 14580, NY2026-10-23
James Investment Research, Inc.
27,476$1.2M0.1%CoreLowAlpha, OH2026-10-22
Financial Security Advisor, Inc.
23,333$977.4K0.2%CoreLowVirginia Beach, VA2026-11-03
Cambridge Investment Research Advisors, Inc.
21,933$9190.0%ETFLowFairfield, IA2026-11-02
Terra Nova Asset Management LLC
21,662$907.4K0.6%MomentumMediumNew York, NY2026-10-13
Creative Planning
20,822$872.2K0.0%IndexVery LowOverland Park, KS2026-11-02
McAdam, LLC
20,326$851.5K0.0%ETFLowPhiladelphia, PA2026-10-21
Laurel Wealth Advisors LLC
20,030$839.1K0.1%CoreVery LowCharlotte, NC2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
18,675$787.3K0.0%GrowthMediumZurich, Switzerland2026-10-29
Truist Financial Corp
17,847$747.6K0.0%CoreLowCharlotte, NC2026-10-30
Raab & Moskowitz Asset Management LLC
16,841$705.5K0.1%CoreLowChatham, NJ2026-11-02
Nvwm, LLC
15,834$663.3K0.1%GrowthMediumYardley, PA2026-10-14
TD Waterhouse Canada Inc.
14,771$610.7K0.0%CoreLowToronto, Australia2026-10-16
PW Nova Financial Services LLC
12,884$539.7K0.1%ETFLowNewtown, PA2026-10-15
Whalen Wealth Management Inc.
12,732$533.3K0.2%GrowthHighLas Vegas, NV2026-10-08
Dynamic Advisor Solutions LLC
12,323$516.2K0.0%ETFLowPhoenix, AZ2026-10-13
BFI Infinity Ltd.
10,030$420.2K0.2%ETFHighZurich, Switzerland2026-10-16
Spinnaker Investment Group, LLC
9,764$409.0K0.1%ETFLowNewport Beach, CA2026-10-13
Joseph P. Lucia & Associates, LLC
9,427$394.9K0.1%ETFVery LowYorktown Heights, NY2026-10-30
PFG Advisors
9,175$384.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Foresight Capital Management Advisors, Inc.
8,273$346.5K0.2%CoreMediumSaline, MI2026-10-27
Kestra Advisory Services, LLC
8,250$345.6K0.0%CoreLowAustin, TX2026-11-02
Vontobel Holding Ltd.
8,144$341.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Magnolia Capital Management LTD
7,745$3240.0%GrowthVery LowCold Spring, NY2026-10-09
StoneX Group Inc.
7,591$324.3K0.0%ETFMediumNew York, NY2026-11-03
IFP Advisors, Inc
7,552$316.4K0.0%GrowthLowTampa, FL2026-10-16
Clear Creek Financial Management, LLC
6,845$286.7K0.0%ETFMediumSilverdale, WA2026-10-28
Simon Quick Advisors, LLC
6,011$251.8K0.0%ETFLowMorristown, NJ2026-10-26
MGO One Seven LLC
5,784$242.3K0.0%GrowthLowBeachwood, OH2026-10-28
J. Safra Sarasin Holding AG
5,365$224.8K0.0%CoreMediumBasel, Switzerland2026-10-26
Spire Wealth Management
5,050$211.5K0.0%GrowthMediumMclean, VA2026-10-30
Park Avenue Securities LLC
4,795$2010.0%ETFMediumNew York, NY2026-10-26
Kingdom Financial Group Llc.
3,868$162.0K0.0%ETFMediumPeoria, AZ2026-11-04
Intesa Sanpaolo Wealth Management
2,100$88.0K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Farther Finance Advisors, LLC
2,033$85.2K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
1,247$52.2K0.0%CoreN/ATampa, FL2026-10-30
Activest Wealth Management
768$32.2K0.0%ETFLowAventura, FL2026-10-15
Roxbury Financial LLC
654$27.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Guardian Partners Inc.
600$25.1K0.0%ValueMediumToronto, South Africa2026-10-21
Country Trust Bank
600$25.1K0.0%GrowthLowBloomington, IL2026-10-30
NBT Bank, N.A.
543$22.7K0.0%CoreLowNorwich, NY2026-10-21
Avion Wealth
537$220.0%ETFLowThe Woodlands, TX2026-11-04
Costello Asset Management, Inc
500$20.9K0.0%CoreLowFeasterville, PA2026-10-30
Center for Financial Planning, Inc.
363$15.2K0.0%ETFLowSouthfied, MI2026-10-26
Hazlett, Burt & Watson, Inc.
182$80.0%CoreVery LowWheeling, WV2026-11-04
St. Johns Investment Management Company, LLC
168$7.0K0.0%CoreVery LowJacksonville, FL2026-10-30
Nfsg Corp
150$6.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Assetmark, Inc
140$5.9K0.0%ETFLowConcord, CA2026-10-21
SJS Investment Consulting Inc.
140$5.9K0.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
127$5.3K0.0%ETFMediumMidvale, UT2026-10-20
Evermay Wealth Management LLC
107$4.5K0.0%ETFLowArlington, VA2026-11-05
Markowski Investments
82$3.4K0.0%ETFN/ATampa, FL2026-10-30
Atlantic Edge Private Wealth Management, LLC
75$3.1K0.0%CoreLowJacksonville, FL2026-10-20
Investors Research Corp
70$2.9K0.0%ETFLowAtlanta, GA2026-10-07
Evolution Wealth Management Inc.
51$2.1K0.0%ETFMediumFort Myers, FL2026-10-28
Financial Network Wealth Advisors LLC
51$2.1K0.0%ETFLowMurray, UT2026-10-28
Ashurst Perkins Coie Trust Co
31$1.3K0.0%CoreVery LowSeattle, WA2026-10-15
Tradewinds Capital Management, LLC
25$1.0K0.0%ETFVery HighBellingham, WA2026-10-23
Trust Co
20$8380.0%ETFVery LowManhattan, KS2026-10-09
Nemes Rush Group LLC
12$5030.0%CoreVery LowNovi, MI2026-11-04
Toth Financial Advisory Corp
11$4610.0%CoreLowLeesburg, VA2026-10-08
Trust Co of Toledo NA
6$2510.0%GrowthVery LowHolland, OH2026-10-16