SHEN · Shenandoah Telecommunications Co · Shareholders & Ownership

$10.03 -0.12 (-1.13%) Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$560.41M

55.32M

Volume · Oct 27 421.11K Avg daily vol (3M) 764.19K

Every disclosed holder of SHEN 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 SHEN

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)	182	39,084,515	70.65%	Yes
Insiders (Forms 3, 4, 5)	19	2,805,682	5.07%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	13,431,804	24.28%	Rest
Registered funds (N-PORT, not summed)	205	20,491,351	37.04%	No

Shares outstanding: 55,322,001, 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 SHEN

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	GCM Grosvenor Holdings, LLC 13F CIK 1939480 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,116,050	7.44%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	GCM Grosvenor Inc. Insider CIK 1819796 · Jun 8, 2026 Director, issuer-wide, not summed	4,116,050	7.44%	0	Jun 8, 2026	Director, issuer-wide, not summed
3	GCM Investments GP, LLC 13D CIK 1743984 · Unknown · Jun 8, 2026 Item 4 purpose: Control or board seats not summed	4,116,050	7.44%	+15,675	Jun 8, 2026	not summed
4	BlackRock, Inc. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,810,952	6.89%	-3,282,820	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,089,344	12.81%	+111,628	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,766,988	5.00%	+34,037	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,273,207	2.30%	+44,987	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	467,641	0.85%	+32,913	Jun 30, 2026	iShares Trust, not summed
4.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	396,570	0.72%	-47,583	Jun 30, 2026	iShares Trust, not summed
5	ECP ControlCo, LLC 13F CIK 1707921 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,457,105	6.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	ECP ControlCo, LLC Insider CIK 1707921 · Sep 11, 2025 10% Owner, issuer-wide, not summed	3,457,105	6.25%	+15,344	Sep 11, 2025	10% Owner, issuer-wide, not summed
6	ECP Fiber Holdings GP, LLC Insider CIK 2032452 · Sep 11, 2025 10% Owner, issuer-wide, not summed	3,457,105	6.25%	+15,344	Sep 11, 2025	10% Owner, issuer-wide, not summed
7	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,868,476	5.19%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,613,975	4.73%	+142,761	Jun 30, 2026	carried, not yet filed for the newest quarter
7.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	590,070	1.07%	+71,003	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	312,173	0.56%	+36,976	Jul 31, 2026	Dimensional ETF Trust, not summed
7.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	242,470	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	223,343	0.40%	-34,821	Jul 31, 2026	Dimensional ETF Trust, not summed
8	SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 13F CIK 807985 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,616,797	4.73%	-323,499	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 13G CIK 807985 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,616,797	4.73%	-323,499	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8.2	Longleaf Partners Small Cap Fund Fund S000009312 · Registered fund · Jun 30, 2026 Longleaf Partners Funds Trust, not summed	2,612,640	4.72%	-323,287	Jun 30, 2026	Longleaf Partners Funds Trust, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,149,556	3.89%	+190,114	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	420,183	0.76%	+3,980	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S&P(R) Telecom ETF Fund S000012323 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	252,115	0.46%	+107,223	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	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	245,281	0.44%	+7,534	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,550	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	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	9,787	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	FRENCH CHRISTOPHER E Insider CIK 1120042 · Mar 2, 2026 Executive Chairman, issuer-wide	2,078,708	3.76%	-2,249	Mar 2, 2026	Executive Chairman, issuer-wide
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,058,869	3.72%	-120,143	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,472,897	2.66%	-148,500	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,478	2.59%	+254,525	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,298,399	2.35%	+44,447	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,099,980	1.99%	+171,706	May 31, 2026	American Century ETF Trust, not summed
16	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,882	1.65%	+31,018	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	731,426	1.32%	-461,783	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	718,217	1.30%	-69,280	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	219,140	0.40%	-30,457	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	215,134	0.39%	-1,968	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	122,421	0.22%	+11,798	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	57,218	0.10%	-9,760	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	34,187	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19	Broad Run Investment Management, LLC 13F CIK 1568621 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	658,567	1.19%	-219,697	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	647,035	1.17%	+3,237	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	643,093	1.16%	+606,574	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	298,333	0.54%	—	Jun 30, 2026	ROYCE FUND, not summed
22	Hennessy Focus Fund Fund S000038529 · Registered fund · Jul 31, 2026 Hennessy Funds Trust, not summed	642,993	1.16%	-153,744	Jul 31, 2026	Hennessy Funds Trust, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	535,240	0.97%	+30,849	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	513,525	0.93%	+27,070	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,589	0.05%	+1,610	Jun 30, 2026	Northern Funds, not summed
24.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,592	0.01%	-265	Jun 30, 2026	Northern Funds, not summed
25	COOPER INVESTORS PTY LTD 13F CIK 1561728 · Unknown · Sep 30, 2026	469,934	0.85%	-460,209	Sep 30, 2026
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	393,553	0.71%	+15,888	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	130,000	0.24%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	333,994	0.60%	-59,627	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	378	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	303,280	0.55%	-561	Jun 30, 2026	carried, not yet filed for the newest quarter
29	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	270,000	0.49%	0	Jun 30, 2026	EQ Advisors Trust, not summed
30	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	270,000	0.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	267,990	0.48%	+4,039	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,553	0.48%	+15,888	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	263,553	0.48%	+15,888	Jun 30, 2026	EA Series Trust, not summed
33	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	260,860	0.47%	+8,877	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	256,018	0.46%	-277	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	15,434	0.03%	—	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
34.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	15,233	0.03%	+4,785	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	222,010	0.40%	+310	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	33,831	0.06%	-1,984	Jul 31, 2026	Principal Funds, Inc, not summed
35.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,333	0.01%	+1,682	Jul 31, 2026	Principal Funds, Inc, not summed
36	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	204,115	0.37%	-376,652	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	88,073	0.16%	+1,519	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
36.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	40,992	0.07%	-2,791	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
36.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	27,356	0.05%	-9,322	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
36.4	Invesco S&P SmallCap Utilities & Communication Services ETF Fund S000028295 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,852	0.01%	+219	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
36.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,531	0.01%	-633	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37	VANGUARD COMMUNICATION SERVICES INDEX FUND Fund S000004443 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	184,994	0.33%	-248	May 31, 2026	VANGUARD WORLD FUND, not summed
38	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	179,254	0.32%	+158,407	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	175,255	0.32%	+69,641	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	66,988	0.12%	+5,456	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,972	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
39.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	17,065	0.03%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
39.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,561	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
39.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	869	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	173,330	0.31%	-26,200	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	78,000	0.14%	-32,000	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
40.2	Gabelli Global Content & Connectivity Fund Fund S000001067 · Registered fund · Jun 30, 2026 GAMCO Global Series Funds, Inc, not summed	39,000	0.07%	0	Jun 30, 2026	GAMCO Global Series Funds, Inc, not summed
40.3	The Gabelli Asset Fund Fund S000001087 · Registered fund · Jun 30, 2026 Gabelli Asset Fund, not summed	7,000	0.01%	+1,800	Jun 30, 2026	Gabelli Asset Fund, not summed
40.4	Gabelli Global Mini Mites Fund Fund S000063160 · Registered fund · Jun 30, 2026 GAMCO Global Series Funds, Inc, not summed	400	0.00%	0	Jun 30, 2026	GAMCO Global Series Funds, Inc, not summed
41	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,876	0.31%	+66,073	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Whitebark Investors LP 13F CIK 2042091 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	167,153	0.30%	-559,292	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	159,603	0.29%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	157,729	0.29%	-5,274	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	156,980	0.28%	+870	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,208	0.26%	+15,796	Jun 30, 2026	carried, not yet filed for the newest quarter
47	McKay Edward H Insider CIK 1494886 · Jul 31, 2026 President & CEO, issuer-wide	136,007	0.25%	+2,000	Jul 31, 2026	President & CEO, issuer-wide
48	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,725	0.22%	-20,636	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RWA WEALTH PARTNERS, LLC 13F CIK 1544576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,474	0.22%	+9	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	102,015	0.18%	-3,229	Jun 30, 2026	carried, not yet filed for the newest quarter

32 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 354963 CUSIP 82312B106 13F (30d) 21 filings 21 filers Visit website Investor relations