CUSIP: 872340104 | US | Financial Services · Asset Management | Micro Cap | 303 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/ASIT Investment Associates Inc | 24,026,295 | 37.7% | New 5%+ stake | Oct 30, 2026 | No 13F filer matched |
| 13G/AFocus Partners Wealth | 0 | 0.0% | No shares held | Aug 31, 2026 | 62d ahead of 13F (2,605,913 sh) · −2,605,913 |
| 13G/ASit Investment Associates, Inc. | 20,744,061 | 32.6% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| 13G/AThe Charger Corporation | 2,473,949 | 3.9% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 4,652,246 | $20.0M | 12.7% | ETF | Low | Mt. Pleasant, SC | 2026-10-07 | |
| 1,030,526 | $4.4M | 0.4% | GARP | Low | Hood River, OR | 2026-10-13 | |
| 834,352 | $3.6M | 0.6% | Core | Very Low | Milwaukee, WI | 2026-10-08 | |
| 766,114 | $3.3M | 1.6% | Deep Value | Medium | Bellevue, WA | 2026-10-30 | |
| 388,084 | $1.7M | 1.3% | GARP | Very Low | Venice, FL | 2026-10-19 | |
| 314,258 | $1.4M | 0.6% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 61,097 | $262.7K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 52,228 | $224.6K | 0.0% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 41,952 | $180.4K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 33,231 | $142.9K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 32,747 | $140.8K | 0.0% | Growth | Medium | Akron, IA | 2026-10-15 | |
| 31,212 | $134.2K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 23,318 | $100.3K | 0.0% | Yield | Low | Irvine, CA | 2026-11-04 | |
| 19,388 | $81.8K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 18,476 | $79.4K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 18,421 | $78.8K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 10,484 | $45.1K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 7,898 | $34.0K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 3,008 | $12.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 2,511 | $10.8K | 0.0% | Yield | Low | Carlsbad, CA | 2026-10-30 | |
| 1,645 | $7.1K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 1,061 | $4.6K | 0.0% | ETF | Medium | Fort Myers, FL | 2026-10-28 | |
| 219 | $942 | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 |