SONO · Sonos Inc · Shareholders & Ownership

$17.71 +0.24 (+1.35%) At close · Oct 22

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.07B

118.29M

Volume · Oct 22 895.97K Avg daily vol (3M) 1.83M

Every disclosed holder of SONO 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 SONO

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)	307	119,190,418	100.76%	Yes
Insiders (Forms 3, 4, 5)	18	3,384,656	2.86%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,281,095	-3.62%	Negative
Registered funds (N-PORT, not summed)	295	48,292,457	40.82%	No

Shares outstanding: 118,293,979, 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 SONO

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	18,334,625	15.50%	+679,084	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	7,178,769	6.07%	-74,815	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,157,797	2.67%	+230,204	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,069,278	0.90%	+24,259	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,055,785	0.89%	+159,406	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	227,291	0.19%	+33,312	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	Coliseum Capital Management, LLC 13D CIK 1409751 · Registered investment adviser · Jul 28, 2026 Item 4 purpose: Passive investment not summed	18,070,762	15.28%	0	Jul 28, 2026	not summed
2.1	Coliseum Capital Management, LLC Insider CIK 1409751 · Mar 17, 2026 Director, 10% Owner, issuer-wide, not summed	36,002,604	30.43%	+818,920	Mar 17, 2026	Director, 10% Owner, issuer-wide, not summed
2.2	Coliseum Capital Management, LLC 13F CIK 1409751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,070,762	15.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,188,024	7.77%	+464,215	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,152,963	4.36%	-65,740	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,787,998	4.05%	+197,054	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	1,095,002	0.93%	+4,557	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	676,143	0.57%	+38,452	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	42,030	0.04%	+1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	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	25,519	0.02%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	5,102	0.00%	+612	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,573,150	3.02%	-87,795	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,311,063	2.80%	+3,700	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,149,527	2.66%	+166,883	Jun 30, 2026	carried, not yet filed for the newest quarter
9	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,099,455	2.62%	+70,270	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Trigran Investments, Inc. 13F CIK 1336800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,862,915	2.42%	+373,752	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,592,937	2.19%	-53,803	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,583,211	2.18%	+198,781	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	518,919	0.44%	+1,600	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	396,701	0.34%	+2,275	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	388,717	0.33%	+1,727	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	276,077	0.23%	+64,931	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	138,531	0.12%	+250	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,432,051	2.06%	+28,808	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	242	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,144,032	1.81%	+240,927	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,863,293	1.58%	+187,432	Jun 30, 2026	Fidelity Covington Trust, not summed
14.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,327,745	1.12%	+149,097	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	624,075	0.53%	-4,638	May 31, 2026	Fidelity Concord Street Trust, not summed
14.4	VIP Disciplined Small Cap Portfolio Fund S000007725 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	258,024	0.22%	+50,352	Jun 30, 2026	Variable Insurance Products Fund II, not summed
14.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	226,986	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,952,909	1.65%	-43,890	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	579,204	0.49%	-9,062	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	474,660	0.40%	-58,300	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	295,497	0.25%	+32,818	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	198,478	0.17%	-25,826	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	126,415	0.11%	+409	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F CIK 1278678 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,919,406	1.62%	-35,160	Jun 30, 2026	carried, not yet filed for the newest quarter
17	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,501,814	1.27%	+617,930	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,488,736	1.26%	+10,469	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,461,738	1.24%	+410,826	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	35,079	0.03%	—	Jun 30, 2026	AQR Funds, not summed
20	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,414,017	1.20%	+260,175	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	914,553	0.77%	+106,727	Jun 30, 2026	PIMCO Equity Series, not summed
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,400,797	1.18%	+37,140	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	700,800	0.59%	+89,930	Jul 31, 2026	TIAA-CREF Funds, not summed
21.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	390,420	0.33%	+28,053	Jun 30, 2026	College Retirement Equities Fund, not summed
21.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	160,437	0.14%	+22,999	Jul 31, 2026	TIAA-CREF Funds, not summed
21.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	99,573	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	14,561	0.01%	+1,797	Jun 30, 2026	TIAA-CREF Life Funds, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,367,207	1.16%	+17,189	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,709	1.13%	+136,425	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	98,032	0.08%	+10,538	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	7,521	0.01%	+4,623	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,326,786	1.12%	+19,927	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,640	1.11%	+45,657	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,535	0.05%	+7,081	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,447	0.01%	-298	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	850	0.00%	+40	Jul 31, 2026	FlexShares Trust, not summed
26	Engine Capital Management, LP 13F CIK 1665590 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,256,060	1.06%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,236,050	1.04%	+635,979	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,178,815	1.00%	+245,750	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
29	Spence Patrick Insider CIK 1743317 · Nov 15, 2024 Director, issuer-wide	1,080,643	0.91%	+20,116	Nov 15, 2024	Director, issuer-wide
30	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,055,926	0.89%	+346,922	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	947,402	0.80%	+261,217	Jul 31, 2026	First Eagle Funds, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	968,361	0.82%	-219,066	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Crestwood Capital Management, L.P. 13F CIK 1468395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	935,812	0.79%	-234,188	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	846,309	0.72%	+17,477	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	840,668	0.71%	-204,620	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	827,800	0.70%	-878,701	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	763,434	0.65%	+763,434	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	686,002	0.58%	+12,240	Jun 30, 2026	carried, not yet filed for the newest quarter
38	OP Asset Management Ltd 13F CIK 2097005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	676,323	0.57%	-100,811	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	663,121	0.56%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
40	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	625,188	0.53%	-115,939	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	613,808	0.52%	+22,020	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	606,783	0.51%	+315,380	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	600,460	0.51%	+114,767	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
44	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	594,818	0.50%	+67,875	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	223,215	0.19%	-47,661	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	113,097	0.10%	+27,706	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.3	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	33,808	0.03%	+20,607	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
44.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,191	0.02%	+806	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.5	Invesco S&P SmallCap Consumer Discretionary ETF Fund S000028294 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	11,706	0.01%	-2,551	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	582,147	0.49%	-8,527	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	87,772	0.07%	-7,238	Jul 31, 2026	Principal Funds, Inc, not summed
45.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,912	0.01%	+3,018	Jul 31, 2026	Principal Funds, Inc, not summed
45.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	598	0.00%	+256	Jul 31, 2026	Principal Funds, Inc, not summed
46	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	571,710	0.48%	+22,498	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	269,979	0.23%	-1,110	Jun 30, 2026	ROYCE FUND, not summed
47	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	546,765	0.46%	-77,724	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	538,510	0.46%	+42,340	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Lazarus Edward P Insider CIK 1610766 · Aug 14, 2026 Chief Legal & Bus Dev Officer, issuer-wide	497,356	0.42%	+21,669	Aug 14, 2026	Chief Legal & Bus Dev Officer, issuer-wide
50	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	484,530	0.41%	+129,628	Jun 30, 2026	carried, not yet filed for the newest quarter

52 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.

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Key facts CIK 1314727 CUSIP 83570H108 13F (30d) 38 filings 37 filers Visit website Investor relations