SIGI · Selective Insurance Group Inc · Shareholders & Ownership

$91.08 +1.64 (+1.83%) At close · Oct 21

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.33B

59.57M

Volume · Oct 21 652.06K Avg daily vol (3M) 477.56K

Every disclosed holder of SIGI 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 SIGI

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)	377	52,944,550	88.88%	Yes
Insiders (Forms 3, 4, 5)	22	538,063	0.90%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,086,506	10.22%	Rest
Registered funds (N-PORT, not summed)	414	28,911,737	48.53%	No

Shares outstanding: 59,569,119, 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 SIGI

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	7,778,138	13.06%	+278,988	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,049,698	3.44%	+60,504	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,565,682	2.63%	+85,147	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	575,800	0.97%	+511,546	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	300,324	0.50%	-5,886	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	112,436	0.19%	+14,641	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,495,978	5.87%	+36,728	Jun 30, 2026	carried, not yet filed for the newest quarter
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,345,130	5.62%	-591,528	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,345,130	5.62%	-714,417	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	363,156	0.61%	-114,621	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	241,916	0.41%	-28,329	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	47,293	0.08%	-16,681	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,114	0.05%	-13,520	Jun 30, 2026	AQR Funds, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,697,663	4.53%	+15,202	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,451,382	4.12%	+125,102	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	303,061	0.51%	+9,280	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	91,948	0.15%	-327	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	89,669	0.15%	-11,341	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,798	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	13,808	0.02%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,228,969	3.74%	+961,697	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	307,488	0.52%	—	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,941,671	3.26%	-559,560	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	666,349	1.12%	+71,093	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	307,144	0.52%	-10,681	May 31, 2026	Fidelity Concord Street Trust, not summed
7.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	283,870	0.48%	-21,200	Jul 31, 2026	Fidelity Capital Trust, not summed
7.4	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	190,972	0.32%	-36,400	Jul 31, 2026	Fidelity Securities Fund, not summed
7.5	Fidelity Advisor Small Cap Fund Fund S000005115 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	176,900	0.30%	0	May 31, 2026	Fidelity Advisor Series I, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,902,929	3.19%	-1,654	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,825,150	3.06%	+116,331	Jun 30, 2026	carried, not yet filed for the newest quarter
10	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,141	2.70%	+228,274	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	339,061	0.57%	-112,582	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
10.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	89,163	0.15%	+25,199	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
10.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	32,346	0.05%	+2,518	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
10.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	31,853	0.05%	-16,419	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,680	0.01%	-9,492	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,449,582	2.43%	+90,358	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	270,271	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	198,419	0.33%	+9,242	Jul 31, 2026	Dimensional ETF Trust, not summed
11.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	115,395	0.19%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
11.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	110,006	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	86,909	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,373,590	2.31%	-11,549	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,310,429	2.20%	+355,280	May 31, 2026	American Century ETF Trust, not summed
14	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,131,210	1.90%	+299,947	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	971,847	1.63%	-150,239	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	30	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	931,336	1.56%	+467,099	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	916,721	1.54%	+46,951	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	38,923	0.07%	+1,061	Jun 30, 2026	Northern Funds, not summed
17.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	30,815	0.05%	+3,084	Jun 30, 2026	Northern Funds, not summed
17.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	27,804	0.05%	—	Jun 30, 2026	Northern Funds, not summed
17.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,956	0.02%	+636	Jul 31, 2026	FlexShares Trust, not summed
17.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,787	0.01%	-194	Jun 30, 2026	Northern Funds, not summed
18	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	903,173	1.52%	-294,638	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	412,031	0.69%	-38,358	May 29, 2026	Delaware Group Equity Funds V, not summed
18.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	405,129	0.68%	+25,500	May 29, 2026	Delaware Group Equity Funds V, not summed
18.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	212,440	0.36%	+22,100	Jun 30, 2026	Delaware VIP Trust, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	892,649	1.50%	-1,104	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	288,239	0.48%	-5,486	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	162,675	0.27%	-637	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	157,879	0.27%	-12,756	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	148,111	0.25%	+16,018	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	46,909	0.08%	+4,839	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	869,769	1.46%	-12,414	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	795,272	1.34%	+795,272	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	764,284	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,202	1.16%	+133,878	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	407,620	0.68%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
23.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	116,787	0.20%	+23,304	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
23.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	21,540	0.04%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
23.4	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,431	0.01%	+317	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
23.5	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,757	0.00%	-337	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	686,396	1.15%	+16,650	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	658,666	1.11%	+55,702	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,833	0.02%	+539	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,735	0.01%	+1,675	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	2,250	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
25.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,056	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	653,775	1.10%	-105,347	Jun 30, 2026	carried, not yet filed for the newest quarter
27	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	600,650	1.01%	+51,055	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	588,462	0.99%	+168,356	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	534,470	0.90%	+50,463	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	490,237	0.82%	-293,994	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	350,690	0.59%	-118,679	Jun 30, 2026	Janus Investment Fund, not summed
30.2	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	73,758	0.12%	-84,814	Jun 30, 2026	Janus Investment Fund, not summed
30.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	21,979	0.04%	-6,339	Jun 30, 2026	Janus Aspen Series, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	489,452	0.82%	+6,568	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,231	0.00%	+55	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	460,650	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
33	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,285	0.77%	+436,121	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	330,000	0.55%	—	Jun 30, 2026	Victory Portfolios, not summed
33.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,858	0.01%	+44	Jul 31, 2026	Victory Portfolios III, not summed
33.3	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	2,042	0.00%	-184	May 31, 2026	Victory Portfolios III, not summed
34	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	453,220	0.76%	-23,312	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	227,888	0.38%	-23,134	May 31, 2026	MFS SERIES TRUST XIII, not summed
34.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	111,565	0.19%	-5,745	May 31, 2026	MFS SERIES TRUST I, not summed
34.3	MFS Core Equity Portfolio Fund S000002656 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	5,069	0.01%	-124	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
34.4	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	4,256	0.01%	+128	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
34.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	3,945	0.01%	-242	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
35	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	419,315	0.70%	+419,315	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	403,358	0.68%	-22,105	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,524	0.67%	-18,341	Jun 30, 2026	carried, not yet filed for the newest quarter
38	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	396,116	0.67%	+191,577	Sep 30, 2026
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	390,214	0.66%	-94,899	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	133,892	0.22%	-20,879	Jun 30, 2026	Carillon Series Trust, not summed
39.2	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	48,254	0.08%	-1,121	Jun 30, 2026	Carillon Series Trust, not summed
39.3	Carillon Chartwell Small Cap Value Fund Fund S000075964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	9,408	0.02%	+2,337	Jun 30, 2026	Carillon Series Trust, not summed
40	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	355,719	0.60%	-374,029	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	353,194	0.59%	+12,688	Jun 30, 2026	carried, not yet filed for the newest quarter
42	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	346,778	0.58%	+346,778	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,986	0.57%	+11,490	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	338,745	0.57%	+1,171	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
45	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	336,056	0.56%	+11,377	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	93,533	0.16%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	79,682	0.13%	+7,236	Jul 31, 2026	TIAA-CREF Funds, not summed
45.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	75,930	0.13%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
45.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	50,740	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	9,485	0.02%	-131	Jul 31, 2026	NuShares ETF Trust, not summed
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	314,118	0.53%	+8,990	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	DWS Small Cap Core Fund Fund S000005709 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	250,000	0.42%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
46.2	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	9,464	0.02%	+1,046	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46.3	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	81	0.00%	-28	May 29, 2026	DBX ETF Trust, not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	309,075	0.52%	+7,622	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	295,962	0.50%	+111,005	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	292,525	0.49%	-77,894	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	135,334	0.23%	-2,180	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
49.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	574	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	292,179	0.49%	+66,100	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	72,991	0.12%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.2	Invesco KBW Property & Casualty Insurance ETF Fund S000030363 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	45,180	0.08%	-1,587	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	32,800	0.06%	+2,313	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.4	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	26,592	0.04%	+134	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	14,192	0.02%	+855	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed

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

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Key facts CIK 230557 CUSIP 816300107 13F (30d) 72 filings 54 filers Visit website Investor relations