CUSIP: 87911K100 | US | Financial Services · Asset Management | Small Cap | 295 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/AFirst Trust Portfolios L.P. | 3,551,582 | 11.3% | New 5%+ stake | Sep 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 417,366 | $7.8M | 0.3% | ETF | Medium | Boston, MA | 2026-10-26 | |
| 416,022 | $7.8M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 166,324 | $3.3M | 0.5% | Core | Low | Cincinnati, OH | 2026-11-03 | |
| 147,263 | $2.8M | 0.3% | Core | Low | Federal Way, WA | 2026-11-03 | |
| 105,642 | $2.0M | 0.2% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 86,156 | $1.6M | 0.1% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 72,865 | $1.4M | 0.1% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 24,774 | $463.3K | 0.5% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 23,418 | $437.9K | 0.4% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 22,537 | $421.4K | 0.1% | Growth | Medium | Louisville, KY | 2026-10-26 | |
| 19,335 | $362 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 19,294 | $360.8K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 18,477 | $345.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 18,247 | $341 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 17,804 | $332.9K | 0.3% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 13,234 | $247.5K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 13,223 | $247.3K | 0.0% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 12,933 | $241.8K | 0.0% | ETF | Medium | Rochester, NY | 2026-10-26 | |
| 12,301 | $214.4K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 12,252 | $229.1K | 0.0% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 10,700 | $200.1K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 3,513 | $65.7K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 2,811 | $52.6K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 2,128 | $39.8K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,972 | $36.9K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,143 | $21.4K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 1,124 | $21.0K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,000 | $18.7K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 719 | $13.4K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 572 | $10.7K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 534 | $10.0K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 265 | $5.0K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 135 | $2.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 130 | $2.4K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 105 | $2.0K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 32 | $598 | 0.0% | Core | Low | Toronto, Australia | 2026-10-27 | |
| 3 | $57 | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 0 | $0 | 0.0% | ETF | Very High | San Diego, CA | 2026-10-22 |