CUSIP: 84861D103 | 164 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 951,182 | $25.0K | 0.0% | N/A | N/A | New York, NY | 2022-05-12 | |
| 634,114 | $16.7K | 0.0% | N/A | N/A | Valley Forge, PA | 2022-05-13 | |
| 596,349 | $15.7K | 1.5% | Momentum | Very High | Chicago, IL | 2022-05-16 | |
| 374,798 | $9.9K | 0.0% | Deep Value | Low | Chicago, IL | 2022-05-11 | |
| 349,421 | $9.2K | 0.1% | GARP | Medium | Key Largo, FL | 2022-05-16 | |
| 329,058 | $8.6K | 0.0% | Index | Low | Austin, TX | 2022-05-13 | |
| 265,434 | $7.0K | 0.0% | Core | Very High | Miami, FL | 2022-05-16 | |
| 265,380 | $7.0K | 0.0% | Growth | Medium | Nashville, TN | 2022-05-13 | |
| 233,210 | $6.1K | 0.0% | Index | Very Low | Boston, MA | 2022-05-13 | |
| 233,097 | $6.1K | 0.0% | Index | Very Low | Boston, MA | 2022-05-16 | |
| 212,829 | $5.6K | 0.0% | Value | High | Greenwich, CT | 2022-06-02 | |
| 212,710 | $5.6K | 0.0% | Value | Very High | New York, NY | 2022-05-16 | |
| 199,378 | $5.2K | 0.0% | GARP | High | Paris, India | 2022-05-13 | |
| 190,015 | $5.0M | 0.8% | ETF | Very Low | Houston, TX | 2024-04-05 | |
| 165,198 | $4.3K | 0.0% | Core | Very High | New York, NY | 2022-05-16 | |
| 148,079 | $3.9K | 0.0% | Index | Very Low | Chicago, IL | 2022-05-13 | |
| 128,354 | $3.4K | 0.0% | N/A | N/A | New York, NY | 2022-05-13 | |
| 103,868 | $2.7K | 0.0% | Deep Value | High | Chicago, IL | 2022-05-16 | |
| 103,100 | $2.7K | 0.0% | Deep Value | Medium | Houston, TX | 2022-05-16 | |
| 89,370 | $2.3K | 0.0% | Core | Medium | Boston, MA | 2022-05-12 | |
| 71,613 | $1.9K | 0.0% | Core | Low | New York, NY | 2022-05-11 | |
| 70,100 | $1.8K | 0.0% | Yield | Very High | Toronto, Australia | 2022-05-12 | |
| 69,000 | $1.8K | 0.0% | Core | High | New York, NY | 2022-05-13 | |
| 66,700 | $1.8K | 0.0% | Growth | High | New York, NY | 2022-05-16 | |
| 64,764 | $1.7K | 0.0% | Growth | Very High | New York, NY | 2022-05-12 | |
| 64,661 | $1.7K | 0.0% | Core | Medium | New York, NY | 2022-05-16 | |
| 62,936 | $1.7K | 0.0% | Growth | High | Bala Cynwyd, PA | 2022-05-16 | |
| 59,578 | $1.6K | 0.0% | Growth | Medium | Houston, TX | 2022-05-16 | |
| 55,943 | $1.5K | 0.0% | Yield | Very Low | Bala Cynwyd, PA | 2022-05-11 | |
| 54,100 | $1.4K | 0.9% | Value | Very Low | New York, NY | 2022-05-06 | |
| 53,998 | $1.4K | 0.0% | Value | Very High | London, United Kingdom | 2022-05-09 | |
| 50,000 | $1.3K | 0.0% | Value | Very High | New York, NY | 2022-05-13 | |
| 48,335 | $1.3K | 0.0% | ETF | Low | San Antonio, TX | 2022-04-27 | |
| 45,723 | $1.2K | 0.0% | Core | Low | St. Louis, MO | 2022-05-13 | |
| 45,585 | $1.2K | 0.0% | Value | High | New York, NY | 2022-05-16 | |
| 42,435 | $1.2K | 0.0% | Growth | Low | Chicago, IL | 2022-05-16 | |
| 42,278 | $1.1K | 0.0% | GARP | High | New York, NY | 2022-05-16 | |
| 41,200 | $1.1K | 0.0% | Deep Value | Medium | Chicago, IL | 2022-05-12 | |
| 40,000 | $1.1K | 0.0% | Index | Low | Nashville, TN | 2022-05-11 | |
| 40,000 | $1.1K | 0.0% | Growth | Low | Stockholm, Sweden | 2022-05-11 | |
| 39,297 | $1.0K | 0.0% | Core | Low | Seattle, WA | 2022-05-05 | |
| 29,120 | $765 | 0.0% | ETF | Low | Irving, TX | 2022-05-16 | |
| 28,915 | $759 | 0.0% | Core | Low | New York, NY | 2022-10-27 | |
| 27,622 | $726 | 0.0% | Yield | Medium | New York, NY | 2022-05-03 | |
| 21,800 | $573 | 0.0% | Momentum | Very High | Rye, NY | 2022-05-18 | |
| 21,678 | $570 | 0.0% | N/A | N/A | Wayzata, MN | 2022-04-22 | |
| 20,306 | $534 | 0.0% | ETF | Low | Fairfield, IA | 2022-05-12 | |
| 17,110 | $450 | 0.0% | Core | Low | Toronto, Australia | 2022-05-16 | |
| 15,750 | $414 | 0.0% | Index | Low | Chicago, IL | 2022-05-12 | |
| 15,647 | $411 | 0.0% | Index | Very Low | Boston, MA | 2022-05-12 | |
| 14,219 | $373 | 0.0% | Growth | Low | Atlanta, GA | 2022-05-16 | |
| 13,161 | $346 | 0.0% | Growth | Medium | New York, NY | 2022-05-11 | |
| 11,000 | $289 | 0.0% | Momentum | Medium | Austin, TX | 2022-05-13 | |
| 8,913 | $234 | 0.0% | Growth | Very Low | St. Petersburg, FL | 2022-05-11 | |
| 8,490 | $223 | 0.0% | Index | Low | Albany, NY | 2022-07-01 | |
| 8,333 | $219 | 0.0% | ETF | Low | Houston, TX | 2022-05-17 | |
| 8,128 | $214 | 0.0% | GARP | Medium | Minneapolis, MN | 2022-05-13 | |
| 8,049 | $212 | 0.0% | N/A | N/A | Seattle, WA | 2022-05-16 | |
| 7,285 | $191.5K | 0.0% | Core | Low | Whippany, NJ | 2024-05-10 | |
| 7,285 | $191.5K | 0.0% | Core | Low | Whippany, NJ | 2024-05-10 | |
| 7,025 | $185 | 0.0% | Core | Medium | London, United Kingdom | 2022-05-16 | |
| 6,953 | $183 | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2022-05-13 | |
| 6,909 | $181 | 0.0% | Index | Low | Scottsdale, AZ | 2022-05-04 | |
| 6,360 | $167 | 0.0% | Agg Growth | Very Low | New York, NY | 2022-05-13 | |
| 6,200 | $204 | 0.1% | Deep Value | Very High | Vancouver, UAE | 2022-05-17 | |
| 5,513 | $145 | 0.0% | Index | Very Low | West Sacramento, CA | 2022-05-16 | |
| 3,482 | $91 | 0.0% | Core | Medium | Zurich, Switzerland | 2022-05-16 | |
| 2,656 | $70 | 0.0% | Core | Low | San Francisco, CA | 2022-05-16 | |
| 2,310 | $60.7K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 2,155 | $56.6K | 0.0% | Core | Medium | Paris, India | 2022-05-18 | |
| 1,549 | $41 | 0.0% | N/A | N/A | New York, NY | 2022-05-16 | |
| 1,549 | $41 | 0.0% | Core | Very Low | New York, NY | 2022-08-25 | |
| 1,176 | $31 | 0.0% | Core | Low | Lincoln, NE | 2022-05-13 | |
| 1,028 | $27 | 0.0% | Index | Very Low | London, United Kingdom | 2022-05-16 | |
| 866 | $22.8K | 0.0% | ETF | Very Low | New York, NY | 2023-06-20 | |
| 866 | $22.8K | 0.0% | ETF | Very Low | New York, NY | 2023-06-20 | |
| 699 | $18 | 0.0% | Core | Medium | New York, NY | 2022-05-12 | |
| 599 | $16 | 0.0% | Value | Very Low | Rogers, AR | 2022-04-13 | |
| 345 | $9 | 0.0% | ETF | Low | The Woodlands, TX | 2022-05-04 | |
| 219 | $6 | 0.0% | GARP | Very High | New York, NY | 2022-05-12 | |
| 174 | $5 | 0.0% | Index | Low | Atlanta, GA | 2022-05-02 | |
| 23 | $1 | 0.0% | Growth | Very Low | Calabasas, United Kingdom | 2022-04-21 | |
| 23 | $1 | 0.0% | Core | Low | Cincinnati, OH | 2022-05-06 | |
| 20 | $1 | 0.0% | Index | Low | San Francisco, CA | 2022-04-28 | |
| 1 | $0 | 0.0% | Core | Medium | Toronto, Ontario, Australia | 2022-05-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2022-05-09 |