SON · Sonoco Products Co · Shareholders & Ownership

$50.83 +1.03 (+2.07%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.92B

98.87M

Volume · Oct 20 1.83M Avg daily vol (3M) 1.09M

Every disclosed holder of SON 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 SON

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)	514	97,800,415	98.92%	Yes
Insiders (Forms 3, 4, 5)	14	1,137,711	1.15%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	69,437	-0.07%	Negative
Registered funds (N-PORT, not summed)	366	42,859,052	43.35%	No

Shares outstanding: 98,868,689, 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 SON

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	11,659,564	11.79%	+267,887	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,380,316	3.42%	+114,716	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,007,058	2.03%	-20,670	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	495,328	0.50%	-6,165	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	402,277	0.41%	+26,522	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Mid-Cap Value Fund Fund S000002541 · Registered fund · Jul 31, 2026 BlackRock Mid-Cap Value Series, Inc., not summed	270,177	0.27%	-7,532	Jul 31, 2026	BlackRock Mid-Cap Value Series, Inc., not summed
2	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,454,604	5.52%	-459,184	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,312,842	5.37%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,860,602	4.92%	+929,422	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	896,539	0.91%	+154,237	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	717,151	0.73%	+238,979	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	578,217	0.58%	+163,233	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	463,932	0.47%	+155,721	Jul 31, 2026	Dimensional ETF Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,802,275	4.86%	+23,817	Jun 30, 2026	carried, not yet filed for the newest quarter
5	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,648,027	4.70%	+2,561,528	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	108,800	0.11%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
5.2	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	88,270	0.09%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
5.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	7,660	0.01%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
5.4	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	4,300	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
5.5	LSV Global Managed Volatility Fund Fund S000045799 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	900	0.00%	+200	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,462,538	4.51%	+21,317	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,415,449	4.47%	+195,730	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	966,009	0.98%	+83,446	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	500,454	0.51%	+18,146	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	151,901	0.15%	+365	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	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	47,365	0.05%	+3,997	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	33,978	0.03%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	3,842,548	3.89%	+44,600	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
9	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,637,407	3.68%	+324,769	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,135,950	3.17%	-8,960	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,829,098	2.86%	+242,710	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,268,240	2.29%	-6,239	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,062,827	2.09%	+805,521	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	660,046	0.67%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco Dividend Income Fund Fund S000000161 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	410,222	0.41%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
13.3	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	385,726	0.39%	+112,031	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	188,880	0.19%	-30,379	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	80,278	0.08%	+405	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,001,317	2.02%	+1,050,983	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	769,800	0.78%	-70,400	May 31, 2026	Fidelity Financial Trust, not summed
14.2	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	535,200	0.54%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
14.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	510,891	0.52%	-4,002	May 31, 2026	Fidelity Concord Street Trust, not summed
14.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	371,169	0.38%	+6,479	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	186,468	0.19%	+2,133	May 31, 2026	Fidelity Concord Street Trust, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,981,942	2.00%	+22,943	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,801,709	1.82%	-260,296	Jun 30, 2026	carried, not yet filed for the newest quarter
17	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,570,560	1.59%	+73,452	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	106,447	0.11%	+97,884	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.2	SIIT U.S. MANAGED VOLATILITY FUND Fund S000013605 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	37,300	0.04%	+11,200	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.3	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	32,300	0.03%	+1,200	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.4	SIIT GLOBAL MANAGED VOLATILITY FUND Fund S000050969 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	29,600	0.03%	—	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.5	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	14,421	0.01%	-400	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,436,340	1.45%	-12,075	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,268,448	1.28%	+457,773	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	143	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,251,012	1.27%	-356,406	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	771	0.00%	0	Jun 30, 2026	AQR Funds, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,953	1.23%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,166	1.21%	+41,739	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	621,143	0.63%	-33,645	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
22.2	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	200,336	0.20%	+19,517	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
22.3	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	147,477	0.15%	+9,347	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
22.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	73,115	0.07%	-10,987	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
22.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,000	0.02%	+460	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,170,817	1.18%	+1,170,817	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Rubric Capital Management LP 13F CIK 1687509 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,562	1.16%	+1,143,562	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	1,133,459	1.15%	+32,543	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,102,076	1.11%	-4,959	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	473,047	0.48%	-6,703	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	266,541	0.27%	+36	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	142,242	0.14%	-7,873	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	71,841	0.07%	+1,189	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	59,822	0.06%	+2,500	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,078,855	1.09%	-38,063	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,761	0.00%	+213	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	999,247	1.01%	+3,508	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	932,572	0.94%	+493,250	Jun 30, 2026	carried, not yet filed for the newest quarter
30	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	838,146	0.85%	-17,601	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	827,647	0.84%	+279	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	64,313	0.07%	+2,560	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,064	0.02%	-1,878	Jul 31, 2026	FlexShares Trust, not summed
32	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	797,114	0.81%	-12,628	Jun 30, 2026	carried, not yet filed for the newest quarter
33	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	760,718	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
33.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	16,114	0.02%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
33.2	Nuveen S&P 500 Buy-Write Income Fund Fund · Registered fund · Dec 31, 2025 Nuveen S&P 500 Buy-Write Income Fund, not summed	5,718	0.01%	—	Dec 31, 2025	Nuveen S&P 500 Buy-Write Income Fund, not summed
34	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	729,656	0.74%	+127,785	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Clearstead Advisors, LLC 13F CIK 842775 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,027	0.70%	+693,004	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	664,560	0.67%	+260,930	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Brandes Small Cap Value Fund Fund S000084888 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	296,963	0.30%	+123,690	Jun 30, 2026	Datum One Series Trust, not summed
36.2	Brandes U.S. Small-Mid Cap Value ETF Fund S000081643 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	27,824	0.03%	+72	Jun 30, 2026	2023 ETF Series Trust, not summed
37	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	650,305	0.66%	-21,293	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	624,933	0.63%	+12,647	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	576,233	0.58%	-155,855	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	576,090	0.58%	-110,181	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Coker R. Howard Insider CIK 1455696 · Aug 7, 2026 President & CEO, issuer-wide	560,465	0.57%	0	Aug 7, 2026	President & CEO, issuer-wide
42	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	560,434	0.57%	-540,390	Jun 30, 2026	Capitol Series Trust, not summed
43	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	503,046	0.51%	-139,917	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	44,400	0.04%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
43.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,375	0.00%	+1,352	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
43.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,321	0.00%	-90	May 31, 2026	Goldman Sachs ETF Trust, not summed
44	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	476,431	0.48%	+89,840	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	467,565	0.47%	-66,929	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	463,956	0.47%	-68,006	May 31, 2026	ProShares Trust, not summed
45.2	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	3,408	0.00%	+119	May 31, 2026	ProShares Trust, not summed
45.3	ProShares Russell U.S. Dividend Growers ETF Fund S000066433 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,302	0.00%	-276	May 31, 2026	ProShares Trust, not summed
45.4	ProShares UltraPro MidCap400 Fund S000024920 · Registered fund · May 31, 2026 ProShares Trust, not summed	476	0.00%	-112	May 31, 2026	ProShares Trust, not summed
46	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	448,864	0.45%	-12,595	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Invenomic Capital Management LP 13F CIK 1769456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,219	0.44%	-1,506	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Invenomic Fund Fund S000057713 · Registered fund · Jul 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	297,809	0.30%	+35,876	Jul 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
48	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	428,387	0.43%	+88,341	Jun 30, 2026	carried, not yet filed for the newest quarter
49	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,949	0.43%	-1,214	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nomura Mid Cap Income Opportunities Fund Fund S000046881 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	371,502	0.38%	-31,866	Jun 30, 2026	IVY FUNDS, not summed
49.2	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	53,167	0.05%	+4,067	Jun 30, 2026	Optimum Fund Trust, not summed
50	Charter Oak Advisors LP 13F CIK 2022905 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	413,487	0.42%	-23,800	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 91767 CUSIP 835495102 13F (30d) 76 filings 76 filers Visit website Investor relations