CUSIP: 84862C203 | 72 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,365,599 | $222.3K | 0.0% | Index | Low | Rockford, IL | 2025-01-27 | |
| 1,257,887 | $202.5K | 0.0% | N/A | N/A | Valley Forge, PA | 2025-02-11 | |
| 352,799 | $56.8K | 0.0% | Index | Very Low | Boston, MA | 2025-02-12 | |
| 252,509 | $40.7K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-02-14 | |
| 193,500 | $31.2K | 0.0% | Core | High | New York, NY | 2025-02-13 | |
| 146,016 | $24 | 0.0% | GARP | Very High | New York, NY | 2025-02-11 | |
| 86,761 | $14.0K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-02-14 | |
| 85,900 | $13.8K | 0.0% | Index | Very Low | Boston, MA | 2025-02-14 | |
| 84,376 | $13.6K | 0.0% | Core | Very High | New York, NY | 2025-02-14 | |
| 69,062 | $11.1K | 0.0% | Core | Very High | Miami, FL | 2025-02-14 | |
| 62,000 | $10.0K | 0.0% | ETF | Medium | Rochester, NY | 2025-02-18 | |
| 60,000 | $9.7K | 0.0% | Core | Low | Sanibel, FL | 2025-01-15 | |
| 60,000 | $9.7K | 0.0% | Core | Low | Plymouth, MN | 2025-03-17 | |
| 57,852 | $9 | 0.0% | GARP | Very High | New York, NY | 2025-02-14 | |
| 57,538 | $9.3K | 0.0% | Index | Very Low | Chicago, IL | 2025-02-14 | |
| 52,086 | $8 | 0.0% | ETF | Low | Fairfield, IA | 2025-02-14 | |
| 46,000 | $7 | 0.0% | ETF | Low | Waltham, MA | 2025-02-10 | |
| 33,249 | $5.4K | 0.0% | Core | Low | Providence, RI | 2025-01-22 | |
| 30,201 | $4.9K | 0.0% | Value | Very High | London, United Kingdom | 2025-02-13 | |
| 22,350 | $3.6K | 0.0% | Core | Very High | New York, NY | 2025-02-14 | |
| 19,305 | $3.1K | 0.0% | Value | Very High | Chicago, IL | 2025-05-14 | |
| 16,101 | $2.6K | 0.0% | Value | Very High | New York, NY | 2025-02-14 | |
| 14,138 | $2.3K | 0.0% | GARP | Very High | New York, NY | 2025-02-13 | |
| 11,709 | $1.9K | 0.0% | Core | Low | New York, NY | 2025-02-04 | |
| 11,307 | $1 | 0.0% | GARP | Very High | Chicago, IL | 2025-02-11 | |
| 10,000 | $1.6K | 0.0% | GARP | Low | Lake Oswego, OR | 2025-03-18 | |
| 4,464 | $719 | 0.0% | ETF | Medium | Chicago, IL | 2025-01-27 | |
| 3,945 | $635 | 0.0% | N/A | N/A | Cedar Rapids, IA | 2026-10-29 | |
| 2,900 | $467 | 0.0% | Growth | Low | Tokyo, Mexico | 2025-02-06 | |
| 2,113 | $340 | 0.0% | Index | Very Low | New York, NY | 2025-02-07 | |
| 1,250 | $200 | 0.0% | Index | Low | Scottsdale, AZ | 2025-06-06 | |
| 667 | $108 | 0.0% | ETF | Very Low | Dallas, TX | 2025-02-12 | |
| 387 | $62 | 0.0% | Core | Low | Charlotte, NC | 2025-02-14 | |
| 123 | $20 | 0.0% | Growth | Medium | New York, NY | 2025-02-12 | |
| 3 | $0 | 0.0% | Index | Very Low | Milwaukee, WI | 2025-02-11 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-02-13 |