CUSIP: 87167T201 | 48 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 401,100 | $75 | 0.0% | Core | High | New York, NY | 2024-05-13 | |
| 154,471 | $29.0K | 0.0% | Index | Very Low | Boston, MA | 2024-05-13 | |
| 83,544 | $15.7K | 0.0% | Core | Very High | Miami, FL | 2024-05-15 | |
| 83,409 | $15.6K | 0.0% | Value | Very High | New York, NY | 2024-05-15 | |
| 68,522 | $12.8K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-05-10 | |
| 20,950 | $3.9K | 0.0% | ETF | Medium | Sandy, UT | 2024-04-15 | |
| 20,100 | $3.8K | 0.0% | Index | Very Low | Boston, MA | 2024-05-15 | |
| 20,000 | $3.8K | 0.0% | ETF | Medium | St. Louis, MO | 2024-04-30 | |
| 17,500 | $3 | 0.0% | Core | Very Low | Fairhope, AL | 2024-05-03 | |
| 13,342 | $2.5K | 0.0% | Value | Very High | London, United Kingdom | 2024-05-13 | |
| 6,225 | $1.2K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-05-13 | |
| 3,448 | $654 | 0.0% | Index | Low | Scottsdale, AZ | 2024-05-10 | |
| 2,287 | $429 | 0.0% | Core | Low | New York, NY | 2024-10-17 | |
| 2,000 | $375 | 0.0% | ETF | Low | Coronado, CA | 2024-05-10 | |
| 732 | $137 | 0.0% | N/A | N/A | New York, NY | 2024-05-10 | |
| 591 | $0 | 0.0% | GARP | Medium | Boston, MA | 2024-05-10 | |
| 508 | $95 | 0.0% | Agg Growth | Low | New York, NY | 2025-05-15 | |
| 300 | $56 | 0.0% | Growth | Medium | Boca Raton, FL | 2024-04-24 | |
| 159 | $30 | 0.0% | Core | Low | San Francisco, CA | 2024-05-10 | |
| 118 | $0 | 0.0% | Core | Low | Toronto, Australia | 2024-11-05 | |
| 102 | $19 | 0.0% | GARP | Very High | New York, NY | 2024-05-15 | |
| 25 | $0 | 0.0% | Core | Medium | Toronto, Australia | 2024-05-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-05-01 |