SKWD · Skyward Specialty Insurance Group, Inc. · Shareholders & Ownership

$61.59 +0.19 (+0.31%)

Russell 2000 member Rebalance outlook locked

Market Cap

$2.74B

44.40M

Volume · Oct 21 457.29K Avg daily vol (3M) 413.87K

Every disclosed holder of SKWD 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 SKWD

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	248	39,804,155	89.66%	Yes
Insiders (Forms 3, 4, 5)	22	3,144,028	7.08%	Yes
13D/G-only blocks	1	1,919,639	4.32%	Yes
Remaining	—	471,329	-1.06%	Negative
Registered funds (N-PORT, not summed)	281	19,174,093	43.19%	No

Shares outstanding: 44,396,493, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 SKWD

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	3,677,399	8.28%	+348,611	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,077,853	2.43%	+123,034	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	253,198	0.57%	-65,993	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	141,511	0.32%	—	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	114,872	0.26%	-1,476	May 29, 2026	BlackRock Funds, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	76,498	0.17%	+18,135	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	2,888,699	6.51%	-5,708	Sep 30, 2026
2.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · May 31, 2026 Managed Portfolio Series, not summed	513,000	1.16%	+18,000	May 31, 2026	Managed Portfolio Series, not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,440,678	5.50%	+705,580	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,441,073	5.50%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	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	962,228	2.17%	+92,000	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
3.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	274,856	0.62%	+107,040	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
3.4	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	263,148	0.59%	+58,100	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
3.5	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	208,826	0.47%	+69,383	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
4	Hays James Charles Insider CIK 1757909 · May 5, 2026 Director, issuer-wide	2,151,709	4.85%	—	May 5, 2026	Director, issuer-wide
4.1	James Charles Hays 13G CIK 1757909 · Sep 30, 2024 Rule 13d-1(c), passive investor, not summed	2,809,269	6.33%	—	Sep 30, 2024	Rule 13d-1(c), passive investor, not summed
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,037,771	4.59%	+242,120	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,037,771	4.59%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	609,923	1.37%	+61,263	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
5.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	339,900	0.77%	+50,260	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
5.4	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	222,871	0.50%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
5.5	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	34,478	0.08%	+453	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
6	The Westaim Corporation 13G CIK 1108828 · Unknown · May 9, 2024 Rule 13d-1(d), exempt investor	1,919,639	4.32%	-5,060,000	May 9, 2024	Rule 13d-1(d), exempt investor
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,637,218	3.69%	-32,214	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,612,263	3.63%	+1,387,119	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	505,539	1.14%	—	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
8.2	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	122,051	0.27%	-2,152	May 31, 2026	Columbia Funds Series Trust II, not summed
8.3	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	98,064	0.22%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
8.4	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	56,414	0.13%	-5,180	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
8.5	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	35,764	0.08%	+1,938	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
9	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,274,445	2.87%	-54,904	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,231,835	2.77%	+256,808	Jun 30, 2026	carried, not yet filed for the newest quarter
11	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,211,771	2.73%	+257,282	Sep 30, 2026
11.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	216,452	0.49%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
11.2	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	168,999	0.38%	+10,900	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,167,197	2.63%	+116,520	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	167,320	0.38%	-3,500	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	41,500	0.09%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
12.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,800	0.03%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.4	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,805	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,060	0.00%	+130	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,165,337	2.62%	-5,578	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,062,442	2.39%	+64,147	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	2.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	946,293	2.13%	+225,814	May 31, 2026	American Century ETF Trust, not summed
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	918,168	2.07%	+63,379	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	182,159	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	149,625	0.34%	+6,343	Jul 31, 2026	Dimensional ETF Trust, not summed
17.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	115,582	0.26%	+1,582	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	101,418	0.23%	+5,314	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	79,235	0.18%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	719,988	1.62%	-111,390	Jun 30, 2026	carried, not yet filed for the newest quarter
19	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	700,202	1.58%	-131,176	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
20	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	645,526	1.45%	-119,385	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	253,000	0.57%	-99,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	620,878	1.40%	+79,600	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	113,126	0.25%	+17,376	May 31, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	65,414	0.15%	+21,145	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	14,334	0.03%	+1,894	Jul 31, 2026	Goldman Sachs Trust II, not summed
21.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,206	0.03%	-1,561	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,411	0.00%	+203	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	584,760	1.32%	-5,387	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	484,996	1.09%	-162,077	Jun 30, 2026	carried, not yet filed for the newest quarter
24	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	477,465	1.08%	+44,167	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	6,600	0.01%	+1,700	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
25	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	461,957	1.04%	+314,124	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	458,274	1.03%	+71,490	Jul 31, 2026	Fidelity Salem Street Trust, not summed
25.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	400,907	0.90%	+262,007	Jun 30, 2026	Fidelity Covington Trust, not summed
25.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	213,327	0.48%	+14,569	May 31, 2026	Fidelity Concord Street Trust, not summed
25.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	76,948	0.17%	+6,034	May 31, 2026	Fidelity Concord Street Trust, not summed
25.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	62,498	0.14%	+6,477	May 31, 2026	Fidelity Concord Street Trust, not summed
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,265	1.00%	-173,017	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,268	0.99%	-431,604	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	433,824	0.98%	-25,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	432,941	0.98%	-71,917	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	400,661	0.90%	+4,937	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,244	0.05%	+2,811	Jun 30, 2026	Northern Funds, not summed
30.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,688	0.03%	—	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,216	0.02%	+2,518	Jul 31, 2026	FlexShares Trust, not summed
30.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,640	0.01%	-132	Jun 30, 2026	Northern Funds, not summed
31	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,762	0.84%	-254,146	Jun 30, 2026	carried, not yet filed for the newest quarter
32	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	372,336	0.84%	+6,449	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	SBH SMALL CAP GROWTH FUND Fund S000043443 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	96,744	0.22%	-5,682	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
33	ASHFORD CAPITAL MANAGEMENT INC 13F CIK 897070 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	368,052	0.83%	-22,280	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	362,333	0.82%	-328,639	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	361,132	0.81%	+316,869	Jun 30, 2026	carried, not yet filed for the newest quarter
36	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	359,100	0.81%	+32,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	346,500	0.78%	+32,500	Jun 30, 2026	OBERWEIS FUNDS, not summed
37	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	352,907	0.79%	+58,842	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	134,468	0.30%	+26,478	Jul 31, 2026	abrdn Funds, not summed
37.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	3,733	0.01%	+196	Jul 31, 2026	abrdn Funds, not summed
38	Ibeson David Christopher Ben Insider CIK 2101244 · Feb 25, 2026 CEO - Apollo, issuer-wide	346,575	0.78%	0	Feb 25, 2026	CEO - Apollo, issuer-wide
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	325,948	0.73%	-19,918	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	197,743	0.45%	+14,786	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	101,973	0.23%	+15,941	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	26,713	0.06%	+4,345	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	23,292	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40	JNL Multi-Manager Small Cap Value Fund Fund S000001798 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	320,000	0.72%	-155,156	Jun 30, 2026	JNL Series Trust, not summed
41	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,239	0.71%	-673	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	66,576	0.15%	-2,593	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
42	Gillson Capital LP 13F CIK 1698055 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	311,537	0.70%	+30,237	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	310,630	0.70%	-26,108	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	307,345	0.69%	+68,192	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	79,858	0.18%	+13,737	Jun 30, 2026	ROYCE FUND, not summed
44.2	Royce Smaller-Companies Growth Fund Fund S000009517 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	22,500	0.05%	—	Jun 30, 2026	ROYCE FUND, not summed
45	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	304,125	0.69%	+71,799	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
46	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	300,050	0.68%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	266,150	0.60%	-135,749	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	192,972	0.43%	-39,390	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
47.2	Emerald Finance & Banking Innovation Fund Fund S000036389 · Registered fund · Jul 31, 2026 FINANCIAL INVESTORS TRUST, not summed	10,211	0.02%	0	Jul 31, 2026	FINANCIAL INVESTORS TRUST, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	265,299	0.60%	-15,436	Jun 30, 2026	carried, not yet filed for the newest quarter
49	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,608	0.57%	-20,456	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	249,311	0.56%	-12,577	Jul 31, 2026	Federated Hermes MDT Series, not summed

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

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Key facts CIK 1519449 CUSIP 830940102 13F (30d) 26 filings 25 filers Visit website Investor relations