SNDR · Schneider National, Inc. · Shareholders & Ownership

$31.09 +0.62 (+2.02%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.34B

175.30M

Volume · Oct 20 54.54K Avg daily vol (3M) 770.93K

Every disclosed holder of SNDR 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 SNDR

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)	345	69,767,161	39.80%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	6	196,753,455	112.24%	Yes
Remaining	—	91,219,717	-52.04%	Negative
Registered funds (N-PORT, not summed)	265	24,432,540	13.94%	No

Shares outstanding: 175,300,899, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 SNDR

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	Klimpel Joan D. 13G CIK 1701136 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	112,387,705	64.11%	-173,112	Dec 31, 2025	Rule 13d-1(d), exempt investor
2	Koller Therese A. 13D CIK 1701081 · Unknown · Jan 16, 2026	21,645,320	12.35%	+61,138	Jan 16, 2026
2.1	Koller Therese A. Insider CIK 1701081 · Jan 14, 2026 10% Owner, issuer-wide, not summed	3,847,550	2.19%	+61,138	Jan 14, 2026	10% Owner, issuer-wide, not summed
3	Zimmermann Kathleen M. 13D CIK 1701082 · Unknown · Jan 15, 2026	19,663,754	11.22%	+69,159	Jan 15, 2026
3.1	Zimmermann Kathleen M. Insider CIK 1701082 · Jan 14, 2026 Director, 10% Owner, issuer-wide, not summed	864,944	0.49%	—	Jan 14, 2026	Director, 10% Owner, issuer-wide, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,091,347	4.05%	+223,171	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,996,807	1.71%	+7,944	Jun 30, 2026	iShares Trust, not summed
4.2	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	428,186	0.24%	-58,379	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	211,335	0.12%	+35,718	Jun 30, 2026	iShares Trust, not summed
4.4	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	141,582	0.08%	-2,683	Jul 31, 2026	iShares Trust, not summed
4.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	111,273	0.06%	+5,995	Jun 30, 2026	iShares Trust, not summed
5	Blueprint Financial Advisors LLC 13F CIK 2054129 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,075,390	3.47%	-25,023	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Blueprint Investment Partners LLC 13F CIK 1794467 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,075,390	3.47%	-25,023	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Gannon Thomas A. 13G CIK 1699871 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	5,699,990	3.25%	-161,141	Dec 31, 2025	Rule 13d-1(d), exempt investor
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,141,299	2.93%	+126,158	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,205,180	0.69%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	750,587	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	606,036	0.35%	+1,344	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	520,584	0.30%	+4,592	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	353,910	0.20%	+6,163	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,767,845	1.58%	+298,118	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	161,557	0.09%	0	Jun 30, 2026	AQR Funds, not summed
9.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	60,446	0.03%	+34,911	Jun 30, 2026	AQR Funds, not summed
9.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	48,986	0.03%	0	Jun 30, 2026	AQR Funds, not summed
9.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	33,778	0.02%	-1	Jun 30, 2026	AQR Funds, not summed
9.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,106	0.00%	+4,686	Jun 30, 2026	AQR Funds, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,464,272	1.41%	-499,625	Jun 30, 2026	carried, not yet filed for the newest quarter
11	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,032,381	1.16%	-45,388	Jun 30, 2026	carried, not yet filed for the newest quarter
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,003,827	1.14%	+251,587	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,379	1.13%	-427,839	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,946,777	1.11%	-46,409	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,924,667	1.10%	+196,070	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,278,290	0.73%	+145,618	Jun 30, 2026	Manager Directed Portfolios, not summed
16	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	1,887,809	1.08%	-68,023	Sep 30, 2026
17	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,880,316	1.07%	-9,860	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	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	457,128	0.26%	+2,743	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.2	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	257,490	0.15%	-1,851	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.3	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	243,865	0.14%	-23,613	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	20,882	0.01%	-10,547	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,900	0.01%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18	Schneider Paul J. Insider CIK 1701588 · Sep 18, 2026 10% Owner, issuer-wide, not summed	1,710,589	0.98%	-3,000	Sep 18, 2026	10% Owner, issuer-wide, not summed
18.1	Schneider Paul J. 13D CIK 1701588 · Unknown · Jan 16, 2026	18,317,686	10.45%	-146,547	Jan 16, 2026
19	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,700,488	0.97%	+218,468	May 31, 2026	American Century ETF Trust, not summed
20	DePrey Mary P. Insider CIK 1701072 · May 27, 2026 Director, 10% Owner, issuer-wide, not summed	1,396,473	0.80%	-25,173	May 27, 2026	Director, 10% Owner, issuer-wide, not summed
20.1	DePrey Mary P. 13D CIK 1701072 · Unknown · Jan 16, 2026	19,039,000	10.86%	+38,581	Jan 16, 2026
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,323,064	0.75%	-654,353	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	207	0.00%	+191	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,320,666	0.75%	-437,845	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,219,072	0.70%	-13,283	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Rourke Mark B. Insider CIK 1699618 · Aug 4, 2026 Director, issuer-wide, not summed	1,164,630	0.66%	0	Aug 4, 2026	Director, issuer-wide, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,462	0.65%	+635,560	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	355,478	0.20%	—	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
25.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	251,175	0.14%	+14,724	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	130,807	0.07%	-7,855	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.4	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	56,209	0.03%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
25.5	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	30,169	0.02%	-1,831	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,076,383	0.61%	-211,701	Jun 30, 2026	carried, not yet filed for the newest quarter
27	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	979,426	0.56%	-25,205	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	950,182	0.54%	-327,421	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	922,613	0.53%	+25,153	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	850,607	0.49%	+39,324	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	839,935	0.48%	-22,847	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	339,048	0.19%	-6,667	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	238,786	0.14%	-3,706	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	95,159	0.05%	+4,937	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,347	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	26,799	0.02%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	SCHMIDT P J INVESTMENT MANAGEMENT INC 13F CIK 1008895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	814,249	0.46%	-19,760	Jun 30, 2026	carried, not yet filed for the newest quarter
33	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,292	0.41%	+468,422	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	695,968	0.40%	+106,927	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,790	0.39%	+117,507	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	602,074	0.34%	-211,320	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	571,226	0.33%	+12,368	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
38	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	562,380	0.32%	+284,163	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	260,000	0.15%	-3,019	May 31, 2026	Fidelity Concord Street Trust, not summed
38.2	Fidelity Disciplined Equity Fund Fund S000005451 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	250,200	0.14%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
38.3	Select Transportation Portfolio Fund S000007487 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	249,325	0.14%	+16,300	May 31, 2026	Fidelity Select Portfolios, not summed
38.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	194,991	0.11%	+24,766	Jul 31, 2026	Fidelity Salem Street Trust, not summed
38.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	95,652	0.05%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
39	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	555,580	0.32%	+350,085	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	669	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
39.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	521	0.00%	-70	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	533,686	0.30%	-1,245,925	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,388	0.00%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	526,043	0.30%	+36,403	Jun 30, 2026	carried, not yet filed for the newest quarter
42	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	487,880	0.28%	-23,008	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,000	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
42.2	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	2,470	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
42.3	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	521	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
42.4	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	400	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
42.5	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	246	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
43	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	465,378	0.27%	-94,173	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	134,903	0.08%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	70,192	0.04%	-5,815	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.3	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	57,825	0.03%	-1,209	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	17,952	0.01%	-718	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
43.5	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	12,613	0.01%	-396	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
44	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	454,987	0.26%	-70,195	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
45	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	402,629	0.23%	+110,460	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	78,559	0.04%	-57,602	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
45.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	56,547	0.03%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	23,051	0.01%	-389	Jul 31, 2026	NuShares ETF Trust, not summed
45.4	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,540	0.01%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,003	0.00%	—	Jun 30, 2026	TIAA Separate Account VA-1, not summed
46	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,887	0.23%	+188,579	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	389,611	0.22%	-1,888,109	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	136,493	0.08%	-90,259	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	47,760	0.03%	-57,590	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,419	0.00%	-17,985	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,111	0.00%	-2,661	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	349,319	0.20%	+349,319	Jun 30, 2026	carried, not yet filed for the newest quarter
49	GRUBBS ROBERT W Insider CIK 1217245 · Apr 29, 2025 Director, issuer-wide, not summed	332,522	0.19%	+7,835	Apr 29, 2025	Director, issuer-wide, not summed
50	Lighthouse Investment Partners, LLC 13F CIK 1600344 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	328,790	0.19%	+220,973	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1692063 CUSIP 80689H102 13F (30d) 42 filings 41 filers Investor relations