SLVM · Sylvamo Corp · Shareholders & Ownership

$32.45 -0.17 (-0.52%) At close · Oct 27 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.29B

39.76M

Volume · Oct 27 421.39K Avg daily vol (3M) 303.83K

Every disclosed holder of SLVM 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 SLVM

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)	334	39,617,368	99.64%	Yes
Insiders (Forms 3, 4, 5)	20	655,409	1.65%	Yes
13D/G-only blocks	2	8,461,062	21.28%	Yes
Remaining	—	8,973,596	-22.57%	Negative
Registered funds (N-PORT, not summed)	285	14,798,024	37.22%	No

Shares outstanding: 39,760,243, 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 SLVM

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	ACR Group Paper Holdings LP 13D CIK 1923083 · Unknown · Nov 5, 2025 Item 4 purpose: Other	6,312,454	15.88%	—	Nov 5, 2025
2	Atlas FRM LLC 13F CIK 1879898 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,312,454	15.88%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,541,150	13.94%	+60,247	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,011,389	5.06%	+25,797	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	870,111	2.19%	+47,560	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	314,566	0.79%	+105,056	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Global Timber & Forestry ETF Fund S000022500 · Registered fund · Jun 30, 2026 iShares Trust, not summed	301,355	0.76%	-11,049	Jun 30, 2026	iShares Trust, not summed
3.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	287,238	0.72%	-35,958	Jun 30, 2026	iShares Trust, not summed
4	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,517,545	6.33%	+132,114	Jun 30, 2026	carried, not yet filed for the newest quarter
5	NOMURA HOLDINGS INC 13F CIK 1163653 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,150,000	5.41%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Millennium Management LLC 13G CIK 1319244 · Unknown · Nov 18, 2025 Rule 13d-1(c), passive investor	2,148,608	5.40%	—	Nov 18, 2025	Rule 13d-1(c), passive investor
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,801,120	4.53%	+260,296	Jun 30, 2026	carried, not yet filed for the newest quarter
8	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,586,335	3.99%	-8,035	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	54,100	0.14%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
8.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	5,500	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
8.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	5,100	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,554,145	3.91%	+191,671	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	180,353	0.45%	+35,416	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	170,653	0.43%	+25,826	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	158,159	0.40%	+5,068	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	157,504	0.40%	+1,481	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	139,826	0.35%	+5,871	Jul 31, 2026	Dimensional ETF Trust, not summed
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,494,033	3.76%	+206,970	May 31, 2026	American Century ETF Trust, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,447,478	3.64%	-61,791	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,389,749	3.50%	+69,299	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	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	306,055	0.77%	+1,207	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	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	177,743	0.45%	+5,472	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF Fund S000052050 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	15,921	0.04%	+1,369	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
12.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,000	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.5	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	6,755	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,004,333	2.53%	-75,900	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	965,700	2.43%	-54,412	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	905,711	2.28%	+57,457	Jun 30, 2026	carried, not yet filed for the newest quarter
16	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	891,135	2.24%	-12,099	Jun 30, 2026	carried, not yet filed for the newest quarter
17	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	609,086	1.53%	+110,755	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	76,487	0.19%	+18,238	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
17.2	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	24,753	0.06%	-1,369	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
18	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,357	1.50%	+121,515	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Royce Small-Cap Special Equity Fund Fund S000009513 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	514,000	1.29%	+125,000	Jun 30, 2026	ROYCE FUND, not summed
18.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	18,228	0.05%	0	Jun 30, 2026	ROYCE FUND, 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	569,645	1.43%	-43,332	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	210,142	0.53%	-19,140	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	158,955	0.40%	-974	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	82,590	0.21%	+9,450	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	54,862	0.14%	-6,106	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,840	0.07%	+5,654	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	528,782	1.33%	-17,945	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	168	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	506,147	1.27%	+69,195	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	297,757	0.75%	+23,073	Jun 30, 2026	PIMCO Equity Series, not summed
21.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,104	0.00%	+144	Jun 30, 2026	PIMCO Equity Series, not summed
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	475,188	1.20%	+6,254	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Fourth Sail Capital LP 13F CIK 1803158 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	466,904	1.17%	+39,394	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Rokos Capital Management LLP 13F CIK 1666335 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	448,997	1.13%	+193,326	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	385,697	0.97%	+15,644	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,881	0.96%	+359,687	Jun 30, 2026	carried, not yet filed for the newest quarter
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	379,378	0.95%	+17,324	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,152	0.04%	+1,402	Jun 30, 2026	Northern Funds, not summed
27.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,898	0.01%	-1,878	Jul 31, 2026	FlexShares Trust, not summed
27.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,049	0.01%	-116	Jun 30, 2026	Northern Funds, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	360,839	0.91%	+93,829	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,600	0.02%	-2,232	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
28.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,663	0.00%	+1,354	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29	Jain Global LLC 13F CIK 2024579 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,529	0.85%	-648,803	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	337,477	0.85%	-958	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.75%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	257,388	0.65%	+15,167	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Cambria Investment Management, L.P. 13F CIK 1529389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,964	0.61%	+11,792	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Cambria Shareholder Yield ETF Fund S000037634 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	237,196	0.60%	+13,112	Jul 31, 2026	Cambria ETF Trust, not summed
33.2	Cambria Micro and SmallCap Shareholder Yield ETF Fund S000083494 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	8,138	0.02%	+2,978	Jul 31, 2026	Cambria ETF Trust, not summed
34	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	232,073	0.58%	-6,152	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	78,398	0.20%	-7,500	Jun 30, 2026	Bridgeway Funds, Inc., not summed
35	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	230,748	0.58%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	220,214	0.55%	+840	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,893	0.51%	-10,620	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	85,746	0.22%	+8,368	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.2	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	22,099	0.06%	+762	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	19,912	0.05%	+858	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	16,602	0.04%	+285	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.5	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,589	0.04%	+791	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,287	0.45%	+39,590	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	46,600	0.12%	+15,400	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	171,186	0.43%	+754	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	161,324	0.41%	+143	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,620	0.08%	+8,441	Jul 31, 2026	Principal Funds, Inc, not summed
40.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	24,591	0.06%	-1,423	Jul 31, 2026	Principal Funds, Inc, not summed
41	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	153,675	0.39%	+1,073	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	153,675	0.39%	+1,348	Jun 30, 2026	EA Series Trust, not summed
42	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	152,629	0.38%	+16,024	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	115,388	0.29%	+33,209	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	31,614	0.08%	+10,920	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.3	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,468	0.01%	+2,269	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.4	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	4,858	0.01%	+921	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
43	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,359	0.37%	-8,483	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	102,345	0.26%	+4,364	Jun 30, 2026	Victory Portfolios II, not summed
43.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	31,421	0.08%	0	Jul 31, 2026	Victory Portfolios III, not summed
43.3	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	8,338	0.02%	0	May 31, 2026	Victory Portfolios III, not summed
43.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	3,803	0.01%	+68	Jul 31, 2026	Victory Portfolios III, not summed
43.5	Victory Cornerstone Aggressive Fund Fund S000037226 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	1,364	0.00%	+92	May 31, 2026	Victory Portfolios III, not summed
44	Rock Point Advisors, LLC 13F CIK 1301540 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,583	0.35%	+57,544	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	139,162	0.35%	-85,037	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SIMS JOHN V Insider CIK 1677089 · Mar 1, 2026 Director, CEO & President, issuer-wide	138,279	0.35%	+48,099	Mar 1, 2026	Director, CEO & President, issuer-wide
47	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	135,796	0.34%	-630	Jun 30, 2026	WisdomTree Trust, not summed
48	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	133,132	0.33%	+4,996	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	132,528	0.33%	+2,874	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	129,953	0.33%	-63,248	Jun 30, 2026	carried, not yet filed for the newest quarter

42 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.

Showing 1–50 of 498 holders

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Key facts CIK 1856485 CUSIP 871332102 13F (30d) 74 filings 74 filers Visit website Investor relations