CUSIP 831681820
AMERICAN FUNDS SMALLCAP
12 institutions · $2.0M total · 30,205 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLC | 26,635 | $1.7M | 88.18% | 2023-09-30 |
| 2 | Wall Street Access Asset Management, LLC | 817 | $61.7K | 2.70% | 2025-12-31 |
| 3 | ORG Wealth Partners, LLC | 846 | $55.1K | 2.80% | 2025-03-31 |
| 4 | ORG Partners LLC | 762 | $52.0K | 2.52% | 2024-06-30 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 418 | $29.0K | 1.38% | 2024-12-31 |
| 6 | VIMA LLC | 290 | $17.8K | 0.96% | 2024-03-31 |
| 7 | RICHARDSON FINANCIAL SERVICES INC. | 124 | $8.9K | 0.41% | 2025-12-31 |
| 8 | Eagle Bay Advisors LLC | 117 | $8.6K | 0.38% | 2024-09-30 |
| 9 | Livelsberger Financial Advisory | 72 | $4.9K | 0.23% | 2024-03-31 |
| 10 | Transce3nd, LLC | 60 | $4.8K | 0.19% | 2025-12-31 |
| 11 | RFP Financial Group LLC | 49 | $3.2K | 0.16% | 2023-09-30 |
| 12 | ADIRONDACK TRUST CO | 15 | $1.1K | 0.04% | 2025-12-31 |