SBSI · Southside Bancshares Inc · Shareholders & Ownership

$31.58 -0.19 (-0.60%) Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$941.04M

29.81M

Volume · Oct 28 64.2K Avg daily vol (3M) 130.06K

Every disclosed holder of SBSI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SBSI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	198	17,003,178	57.04%	Yes
Insiders (Forms 3, 4, 5)	30	1,639,060	5.50%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	11,165,742	37.46%	Rest
Registered funds (N-PORT, not summed)	232	9,816,710	32.93%	No

Shares outstanding: 29,807,980, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SBSI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,271,247	14.33%	+69,751	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,685,282	5.65%	+1,129	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	759,263	2.55%	+52,930	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	251,102	0.84%	+3,156	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	240,093	0.81%	-32,850	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	54,468	0.18%	+6,337	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,406,812	4.72%	+22,067	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	209,559	0.70%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	167,944	0.56%	+222	Jul 31, 2026	Dimensional ETF Trust, not summed
2.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	147,461	0.49%	+6,907	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	132,858	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	108,839	0.37%	+13	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,328,182	4.46%	+34,564	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	258,522	0.87%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	150,223	0.50%	+4,607	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	143,418	0.48%	-16,042	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	21,683	0.07%	-6,311	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,555	0.04%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,248,193	4.19%	+11,072	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	897,062	3.01%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	737,957	2.48%	+16,543	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BUIE HERBERT C Insider CIK 941796 · Dec 4, 2025 Director, issuer-wide	657,128	2.20%	+1,807	Dec 4, 2025	Director, issuer-wide
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	630,384	2.11%	+41,333	Jun 30, 2026	carried, not yet filed for the newest quarter
9	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	419,146	1.41%	-21,000	Jun 30, 2026	carried, not yet filed for the newest quarter
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,385	1.21%	-29,482	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	133,196	0.45%	-1,261	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	81,227	0.27%	-14,565	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	70,435	0.24%	+7,280	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,414	0.07%	-3,940	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	17,464	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
11	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,461	1.17%	-46,359	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	342,761	1.15%	+23,535	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,175	0.06%	0	Jun 30, 2026	Northern Funds, not summed
12.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,724	0.05%	+908	Jun 30, 2026	Northern Funds, not summed
12.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,156	0.02%	+304	Jul 31, 2026	FlexShares Trust, not summed
12.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,001	0.01%	-143	Jun 30, 2026	Northern Funds, not summed
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	338,886	1.14%	-4,440	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	323,162	1.08%	+8,347	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	261,818	0.88%	+10,054	Jun 30, 2026	carried, not yet filed for the newest quarter
16	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	257,180	0.86%	-3,748	Jun 30, 2026	carried, not yet filed for the newest quarter
17	SHANDS HILLIARD J Insider CIK 1721957 · Sep 3, 2026 Director, issuer-wide	256,648	0.86%	+14	Sep 3, 2026	Director, issuer-wide
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	256,437	0.86%	+2,521	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	134,479	0.45%	+10,912	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	60,721	0.20%	-2,353	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,370	0.06%	-1,644	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	15,639	0.05%	+539	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,538	0.02%	+163	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	255,209	0.86%	-100,195	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,277	0.15%	-33,674	Jul 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	7,523	0.03%	-79	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
19.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,772	0.02%	+4,451	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
20	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	236,997	0.80%	-2,515	May 31, 2026	American Century ETF Trust, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	229,982	0.77%	-54,909	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	13	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	206,150	0.69%	+1,400	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	51,800	0.17%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	188,629	0.63%	+35,446	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,404	0.02%	—	Jun 30, 2026	AQR Funds, not summed
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	188,255	0.63%	+9,493	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	175,617	0.59%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	162,584	0.55%	-14,674	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,664	0.51%	+7,566	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	43,800	0.15%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
28	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	148,695	0.50%	+5,292	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
29	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,700	0.50%	+74,971	Jun 30, 2026	carried, not yet filed for the newest quarter
30	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	135,423	0.45%	-419	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,930	0.11%	+700	Jul 31, 2026	Principal Funds, Inc, not summed
30.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	20,604	0.07%	-1,357	Jul 31, 2026	Principal Funds, Inc, not summed
30.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	330	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	129,163	0.43%	+3,824	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,629	0.40%	+5,497	Jun 30, 2026	carried, not yet filed for the newest quarter
33	THIRD AVENUE MANAGEMENT LLC 13F CIK 1099281 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,879	0.39%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Third Avenue Small-Cap Value Fund Fund S000001465 · Registered fund · Jul 31, 2026 Third Avenue Trust, not summed	116,879	0.39%	0	Jul 31, 2026	Third Avenue Trust, not summed
34	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	113,411	0.38%	+13,113	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	107,864	0.36%	+7,566	Jun 30, 2026	EA Series Trust, not summed
34.2	Sequoia Global Value ETF Fund S000082843 · Registered fund · May 29, 2026 EA Series Trust, not summed	5,552	0.02%	—	May 29, 2026	EA Series Trust, not summed
35	GIBSON LEE R Insider CIK 1217142 · Sep 3, 2026 Director, issuer-wide	99,476	0.33%	+97	Sep 3, 2026	Director, issuer-wide
36	BOSWORTH MICHAEL J Insider CIK 1695880 · Mar 5, 2026 Director, issuer-wide	99,079	0.33%	+24	Mar 5, 2026	Director, issuer-wide
37	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	97,253	0.33%	+17	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
38	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	95,826	0.32%	-4,085	Jun 30, 2026	carried, not yet filed for the newest quarter
39	State of New Jersey Common Pension Fund D 13F CIK 1483066 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	92,388	0.31%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	86,335	0.29%	+24,670	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	35,004	0.12%	+2,005	Jul 31, 2026	TIAA-CREF Funds, not summed
40.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	24,768	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
40.3	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	432	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	328	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
41	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,790	0.28%	-10,273	Jun 30, 2026	carried, not yet filed for the newest quarter
42	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	77,958	0.26%	-13,430	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,486	0.25%	+17,015	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	12,890	0.04%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
43.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,394	0.01%	+924	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44	Parkway Wealth Management Group, LLC 13F CIK 2065679 · Unknown · Sep 30, 2026	73,339	0.25%	-770	Sep 30, 2026
45	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,308	0.24%	+1,349	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	41,707	0.14%	-3,279	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
46	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,585	0.24%	-9,987	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Polaris Capital Management, LLC 13F CIK 1316926 · Registered investment adviser · Sep 30, 2026	70,158	0.24%	0	Sep 30, 2026
47.1	Pear tree polaris small cap fund Fund S000009493 · Registered fund · Jun 30, 2026 Pear Tree Funds, not summed	70,158	0.24%	+7,215	Jun 30, 2026	Pear Tree Funds, not summed
48	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	69,317	0.23%	+5,379	Jun 30, 2026	WisdomTree Trust, not summed
49	KESTREL INVESTMENT MANAGEMENT CORP 13F CIK 917579 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,000	0.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	68,270	0.23%	+10,227	Jun 30, 2026	carried, not yet filed for the newest quarter

38 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 705432 CUSIP 84470P109 13F (30d) 50 filings 46 filers Visit website Investor relations