Institutional Ownership
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CUSIP 82889N798INTMD TERM TRSRYTYAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
30
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | True Wealth Design, LLC | 902.4K | $11.85M |
| 2 | Heck Capital Advisors, LLC | 365.6K | $4.80M |
| 3 | Magnolia Private Wealth, LLC | 438.1K | $4.15M |
| 4 | Stapp Wealth Management, Pllc | 216.4K | $2.84M |
| 5 | Continuum Advisory, LLC | 155.1K | $2.04M |
| 6 | Ae Wealth Management LLC | 151.3K | $1.99M |
| 7 | Private Client Services, LLC | 83.9K | $1.10M |
| 8 | Whalen Wealth Management Inc. | 63.7K | $836.9K |
| 9 | Hilltop Holdings Inc. | 58.3K | $765.7K |
| 10 | Inspire Advisors, LLC | 54.9K | $721.1K |