SEZL · Sezzle Inc. · Shareholders & Ownership

$149.43 -5.57 (-3.59%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.06B

33.78M

Volume · Nov 6 789.38K Avg daily vol (3M) 621.31K

Every disclosed holder of SEZL 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 SEZL

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)	315	14,923,307	44.17%	Yes
Insiders (Forms 3, 4, 5)	13	15,475,397	45.81%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,384,698	10.02%	Rest
Registered funds (N-PORT, not summed)	262	6,449,689	19.09%	No

Shares outstanding: 33,783,402, 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 SEZL

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	Charles Youakim 13D CIK 1864990 · Unknown · Sep 2, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	13,413,162	39.70%	-1,486,301	Sep 2, 2026	not summed
1.1	Youakim Charles Insider CIK 1864990 · Sep 2, 2026 Director, Executive Chairman and CEO, 10% Owner, issuer-wide	13,293,696	39.35%	-1,508,454	Sep 2, 2026	Director, Executive Chairman and CEO, 10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,543,246	7.53%	+5,289	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,013,056	3.00%	-11,341	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	421,139	1.25%	+19,908	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	151,470	0.45%	+30,123	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	151,267	0.45%	+4,174	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	38,910	0.12%	-659	Jul 31, 2026	iShares Trust, not summed
3	Divisadero Street Capital Management, LP 13F CIK 1901865 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,649,531	4.88%	+337,917	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Paradis Paul Insider CIK 1865019 · Aug 10, 2026 Director, Director & President, issuer-wide	1,127,174	3.34%	-7,110	Aug 10, 2026	Director, Director & President, issuer-wide
4.1	Paul Paradis 13D CIK 1865019 · Unknown · Nov 19, 2024 not summed	1,501,842	4.45%	-368,946	Nov 19, 2024	not summed
5	Accredited Investors Inc. 13F CIK 1518364 · Registered investment adviser · Sep 30, 2026	788,475	2.33%	-18,967	Sep 30, 2026
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	760,318	2.25%	-3,301	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	659,899	1.95%	+37,636	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	154,683	0.46%	-1,237	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,501	0.28%	+5,428	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,700	0.02%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,310	0.01%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	846	0.00%	+102	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
8	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	631,846	1.87%	+250,917	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	285,758	0.85%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
8.2	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	234,342	0.69%	+19,971	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
8.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	94,800	0.28%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
8.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,475	0.01%	+526	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	560,158	1.66%	+2,406	Sep 30, 2026
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	535,962	1.59%	-7,880	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	496,739	1.47%	+29,310	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	83	0.00%	+74	Jul 31, 2026	E Trade Trust, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	477,202	1.41%	+9,710	Sep 30, 2026
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	136,509	0.40%	+1,322	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	102,040	0.30%	+4,066	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	73,896	0.22%	+110	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	37,347	0.11%	+2,156	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	14,690	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	476,026	1.41%	+476,026	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	100,726	0.30%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	439,901	1.30%	+46,295	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	352,612	1.04%	+39,728	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Purcell Paul Martin Insider CIK 1864991 · Nov 26, 2024 Insider, issuer-wide	349,650	1.04%	-14,406	Nov 26, 2024	Insider, issuer-wide
17	Brading Lee Dickson Insider CIK 2109046 · Aug 10, 2026 Chief Financial Officer, issuer-wide	285,092	0.84%	-1,405	Aug 10, 2026	Chief Financial Officer, issuer-wide
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	271,181	0.80%	-54,882	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Sabzivand Amin Insider CIK 1964146 · Sep 21, 2026 Chief Operating Officer, issuer-wide	252,465	0.75%	-342	Sep 21, 2026	Chief Operating Officer, issuer-wide
20	CITIGROUP INC 13F CIK 831001 · Bank · Sep 30, 2026	235,662	0.70%	+82,368	Sep 30, 2026
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	221,625	0.66%	-28,948	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	18,973	0.06%	-2,758	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
21.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,803	0.03%	+5,809	Jul 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	5,836	0.02%	+1,849	Jul 31, 2026	Goldman Sachs Trust, not summed
21.4	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	2,142	0.01%	-725	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
21.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,524	0.00%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
22	ARDSLEY ADVISORY PARTNERS LP 13F CIK 900529 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,000	0.64%	-85,000	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	192,970	0.57%	+2,794	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	190,224	0.56%	-70,242	Sep 30, 2026
24.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	176,290	0.52%	+12,508	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
24.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,389	0.04%	-1,033	Jul 31, 2026	Principal Funds, Inc, not summed
24.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,416	0.00%	+499	Jul 31, 2026	Principal Funds, Inc, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	166,611	0.49%	+12,233	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,301	0.02%	+947	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,076	0.01%	-88	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	486	0.00%	+24	Jul 31, 2026	FlexShares Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,566	0.47%	+6,185	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	80,000	0.24%	-2,364	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,802	0.12%	+4,196	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,226	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	9,980	0.03%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	Portolan Capital Management, LLC 13F CIK 1350290 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	135,743	0.40%	+65,697	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	129,154	0.38%	+83,526	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	40,906	0.12%	-32,780	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	20,330	0.06%	-12,579	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,706	0.01%	-3,168	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.4	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,710	0.01%	+295	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
28.5	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	1,881	0.01%	+1,067	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	120,004	0.36%	+2,549	Jun 30, 2026	carried, not yet filed for the newest quarter
30	G2 Investment Partners Management LLC 13F CIK 1593404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,907	0.35%	-48,530	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	113,232	0.34%	+106,032	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	45,685	0.14%	—	Jul 31, 2026	Janus Detroit Street Trust, not summed
31.2	Janus Henderson Small Cap Growth Alpha ETF Fund S000052563 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	17,214	0.05%	—	Jul 31, 2026	Janus Detroit Street Trust, not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	113,151	0.33%	-10,768	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	49,389	0.15%	-38,609	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.2	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	26,354	0.08%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.3	Invesco Dorsey Wright Financial Momentum ETF Fund S000013102 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	13,067	0.04%	+502	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.4	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	11,475	0.03%	+410	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,209	0.02%	-2,025	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	107,402	0.32%	—	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	104,350	0.31%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,577	0.31%	+76,723	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Vident Advisory, LLC 13F CIK 1744347 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,919	0.29%	+17,868	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	97,727	0.29%	-791	Sep 30, 2026
37.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	648	0.00%	+48	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	93,978	0.28%	+10,421	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,924	0.28%	-23,772	Jun 30, 2026	carried, not yet filed for the newest quarter
40	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	92,265	0.27%	-979	Jun 30, 2026	carried, not yet filed for the newest quarter
41	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	91,739	0.27%	+82,620	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	86,919	0.26%	-26,038	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Vident U.S. Equity Strategy ETF Fund S000043147 · Registered fund · Aug 31, 2026 ETF Series Solutions, not summed	76,813	0.23%	+12,859	Aug 31, 2026	ETF Series Solutions, not summed
44	Applied Finance Explorer Fund Fund S000049148 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	75,346	0.22%	-10,000	Jul 31, 2026	World Funds Trust, not summed
45	Krause Justin Insider CIK 1866794 · Sep 21, 2026 SVP FINANCE AND CONTROLLER, issuer-wide	70,773	0.21%	-68	Sep 21, 2026	SVP FINANCE AND CONTROLLER, issuer-wide
46	Jefferies Financial Group Inc. 13F CIK 96223 · Holding company · Sep 30, 2026	62,100	0.18%	+62,100	Sep 30, 2026
47	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	61,679	0.18%	-1,159	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	60,487	0.18%	+1,307	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	NAVELLIER & ASSOCIATES INC 13F CIK 872163 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,076	0.17%	+5,737	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	57,725	0.17%	-3,388	Jun 30, 2026	carried, not yet filed for the newest quarter

27 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 1662991 CUSIP 78435P105 13F (30d) 133 filings 127 filers Visit website Investor relations