CUSIP: 87911L108 | US | Financial Services · Asset Management | Small Cap | 278 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 272,804 | $3.6M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 262,034 | $3.4M | 0.1% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 213,621 | $2.8M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 134,634 | $1.7M | 0.1% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 107,679 | $1.4M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 68,574 | $894 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 57,476 | $749.5K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 54,913 | $716.1K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 49,940 | $651.2K | 0.2% | ETF | Medium | Toms River, NJ | 2026-10-20 | |
| 42,609 | $555.6K | 0.1% | Core | Low | Billings, MT | 2026-10-27 | |
| 39,695 | $517.6K | 0.1% | Growth | Low | Boston, MA | 2026-10-23 | |
| 33,944 | $442.6K | 0.1% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 33,335 | $435 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 30,809 | $401.8K | 0.0% | Growth | Low | Austin, TX | 2026-11-06 | |
| 29,362 | $382.9K | 0.4% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 22,253 | $290.2K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 20,000 | $260.8K | 0.2% | Growth | Medium | Denver, CO | 2026-10-16 | |
| 19,000 | $247.8K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 17,176 | $224.0K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 15,785 | $205.8K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 15,526 | $202.5K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 15,000 | $195.6K | 0.0% | Core | Medium | La Crosse, WI | 2026-10-27 | |
| 14,333 | $186.9K | 0.0% | Growth | Low | Denver, CO | 2026-11-06 | |
| 14,223 | $185.5K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 13,540 | $176.6K | 0.0% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 10,900 | $142.1K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 10,072 | $131.3K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 | |
| 9,075 | $118.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 3,325 | $43.4K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 3,000 | $39.1K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 1,559 | $20.3K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 1,403 | $18.3K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 1,192 | $15.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 970 | $12.6K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 840 | $11.0K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 650 | $8.5K | 0.0% | ETF | Medium | Denver, CO | 2026-10-28 | |
| 213 | $2.8K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 125 | $1.6K | 0.0% | Core | Low | Leesburg, VA | 2026-10-08 | |
| 38 | $515 | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 5 | $66 | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 |