CUSIP 831681770
AMERICAN FUNDS SMALLCAP
9 institutions · $526.3K total · 18,084 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 3,618 | $268.2K | 20.00% | 2025-06-30 |
| 2 | Wall Street Access Asset Management, LLC | 1,446 | $108.5K | 7.99% | 2025-12-31 |
| 3 | Vermillion Wealth Management, Inc. | 1,144 | $88.0K | 6.32% | 2025-09-30 |
| 4 | ORG Partners LLC | 729 | $49.5K | 4.03% | 2024-06-30 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 98 | $7.1K | 0.54% | 2024-12-31 |
| 6 | ORG Wealth Partners, LLC | 43 | $2.8K | 0.23% | 2025-03-31 |
| 7 | MFA Wealth Advisors, LLC | 25 | $1.7K | 0.13% | 2024-06-30 |
| 8 | ROTHSCHILD INVESTMENT CORP /IL | 10,963 | $662 | 60.62% | 2023-12-31 |
| 9 | RE Dickinson Investment Advisors, LLC | 18 | $1 | 0.09% | 2023-09-30 |