SKYW · Skywest Inc · Shareholders & Ownership

$79.91 -2.50 (-3.03%) At close · Nov 5 Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.02B

38.03M

Volume · Nov 5 408.93K Avg daily vol (3M) 319.66K

Every disclosed holder of SKYW 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 SKYW

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)	357	36,399,409	95.70%	Yes
Insiders (Forms 3, 4, 5)	12	736,420	1.94%	Yes
13D/G-only blocks	1	315,888	0.83%	Yes
Remaining	—	582,440	1.53%	Rest
Registered funds (N-PORT, not summed)	344	23,261,973	61.16%	No

Shares outstanding: 38,034,157, 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 SKYW

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	6,871,338	18.07%	+137,546	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,389,475	6.28%	-18,628	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,029,251	2.71%	+35,140	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	379,586	1.00%	+30,498	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	231,864	0.61%	+21,310	Aug 31, 2026	BlackRock Funds, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,967	0.58%	+6,443	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,973,046	7.82%	-19,610	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,598,936	6.83%	+32,619	Sep 30, 2026
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	572,572	1.51%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	334,813	0.88%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	290,207	0.76%	+1,713	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	222,024	0.58%	+9,847	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	185,529	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,252,482	5.92%	+326,895	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,252,482	5.92%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	2,215,041	5.82%	+318,087	Aug 31, 2026	American Century ETF Trust, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,756,056	4.62%	+2,085	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	580,641	1.53%	+36,800	Jul 31, 2026	Fidelity Capital Trust, not summed
6.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	438,069	1.15%	+37,729	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.3	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	326,559	0.86%	-38,700	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	287,856	0.76%	+65,502	Jun 30, 2026	Fidelity Covington Trust, not summed
6.5	Fidelity Advisor Small Cap Fund Fund S000005115 · Registered fund · Aug 31, 2026 Fidelity Advisor Series I, not summed	277,000	0.73%	+46,800	Aug 31, 2026	Fidelity Advisor Series I, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,753,749	4.61%	-18,702	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,657,633	4.36%	+85,612	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	365,096	0.96%	+2,167	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	139,299	0.37%	+8,082	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	106,111	0.28%	+32,067	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	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	77,808	0.20%	-1,475	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,303	0.04%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,257,674	3.31%	-24,856	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,171,725	3.08%	-10,609	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,119,251	2.94%	-15,200	Jun 30, 2026	Capitol Series Trust, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,086,963	2.86%	+45,031	Jun 30, 2026	carried, not yet filed for the newest quarter
13	SW Investment Management LLC 13F CIK 1824821 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	2.63%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	909,898	2.39%	-21,731	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	721,233	1.90%	-25,369	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	99,864	0.26%	+87,440	Jul 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	64,589	0.17%	+12,006	Aug 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	59,382	0.16%	+38,053	Jul 31, 2026	Goldman Sachs Trust, not summed
15.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	13,500	0.04%	+743	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	12,599	0.03%	+1,522	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	576,174	1.51%	-17,109	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	571,348	1.50%	-11,822	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	189,151	0.50%	-3,785	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	135,574	0.36%	+8,142	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	97,380	0.26%	+8,729	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	35,405	0.09%	+1,415	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,620	0.07%	+2,223	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	536,456	1.41%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	534,574	1.41%	+9,488	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	28	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	532,743	1.40%	+15,665	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	96,350	0.25%	+1,650	Jun 30, 2026	Victory Portfolios, not summed
20.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	29,286	0.08%	-247	Jun 30, 2026	Victory Portfolios, not summed
20.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	15,600	0.04%	-2,383	Jul 31, 2026	Victory Portfolios III, not summed
20.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,506	0.01%	-23	Jul 31, 2026	Victory Portfolios III, not summed
21	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	495,927	1.30%	+138,155	Sep 30, 2026
21.1	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	23,562	0.06%	+12,084	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
21.2	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	11,431	0.03%	+4,092	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	473,381	1.24%	+22,979	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,335	0.05%	+1,708	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,645	0.04%	0	Jun 30, 2026	Northern Funds, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,129	0.02%	-203	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,952	0.02%	-440	Jul 31, 2026	FlexShares Trust, not summed
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	471,830	1.24%	-31,960	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	455,145	1.20%	+8,372	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	428,164	1.13%	+118,145	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	204,940	0.54%	-4,060	Jul 31, 2026	TIAA-CREF Funds, not summed
25.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	99,340	0.26%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
25.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	51,748	0.14%	+4,306	Jul 31, 2026	TIAA-CREF Funds, not summed
25.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	40,517	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
25.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	4,267	0.01%	-106	Jun 30, 2026	TIAA-CREF Life Funds, not summed
26	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	383,799	1.01%	-8,700	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	330,800	0.87%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
27	Childs Russell A Insider CIK 1393687 · Jul 28, 2026 Director, PRESIDENT & CEO, issuer-wide	358,892	0.94%	-50,500	Jul 28, 2026	Director, PRESIDENT & CEO, issuer-wide
28	Kopernik Global Investors, LLC 13G CIK 1599814 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 31, 2023	315,888	0.83%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 31, 2023
29	U S GLOBAL INVESTORS INC 13F CIK 754811 · Registered investment adviser · Sep 30, 2026	305,130	0.80%	-27,957	Sep 30, 2026
29.1	U.S. Global Jets ETF Fund S000048544 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	333,087	0.88%	+75,494	Jun 30, 2026	ETF Series Solutions, not summed
30	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	270,691	0.71%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	270,309	0.71%	-13,360	Sep 30, 2026
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,496	0.00%	+108	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,156	0.70%	-51,400	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	263,785	0.69%	+3,534	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	244,181	0.64%	+80,169	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	229,754	0.60%	+21,829	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
36	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	220,415	0.58%	+7,169	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	197,996	0.52%	-18,063	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	185,584	0.49%	-6,102	Sep 30, 2026
38.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	29,221	0.08%	-2,302	Jul 31, 2026	Principal Funds, Inc, not summed
38.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,652	0.01%	+1,341	Jul 31, 2026	Principal Funds, Inc, not summed
39	Owl Creek Asset Management, L.P. 13F CIK 1313756 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,793	0.48%	-142,539	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bandera Partners LLC 13F CIK 1399386 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,107	0.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	175,214	0.46%	+7,696	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	First Trust Nasdaq Transportation ETF Fund S000053948 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	112,488	0.30%	+9,562	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
41.2	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	52,002	0.14%	+14,573	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	17,564	0.05%	+2,485	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,712	0.01%	+1,220	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42	Creative Planning 13F CIK 1540235 · Registered investment adviser · Sep 30, 2026	171,733	0.45%	+42,024	Sep 30, 2026
43	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	171,322	0.45%	-650	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	26,600	0.07%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
44	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,607	0.44%	+6,237	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	56,864	0.15%	-3,003	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
44.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	16,107	0.04%	+4,751	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
44.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	65	0.00%	-1	Jun 30, 2026	Columbia ETF Trust I, not summed
45	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,015	0.44%	+6,269	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	134,854	0.35%	-23,770	Aug 31, 2026	MFS Series Trust X, not summed
46	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	162,123	0.43%	-13,678	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Public Sector Pension Investment Board 13F CIK 1396318 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	159,028	0.42%	-7,301	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	155,771	0.41%	+146,326	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	154,041	0.41%	+19,667	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	71,085	0.19%	+21,369	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	356	0.00%	+68	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	144,188	0.38%	+17,025	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 793733 CUSIP 830879102 13F (30d) 145 filings 119 filers Visit website Investor relations