SXI · Standex International Corp/De/ · Shareholders & Ownership

$268.32 +7.70 (+2.95%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.16B

12.12M

Volume · Oct 21 40.26K Avg daily vol (3M) 131.85K

Every disclosed holder of SXI 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 SXI

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)	326	12,413,091	102.42%	Yes
Insiders (Forms 3, 4, 5)	17	218,886	1.81%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	512,512	-4.23%	Negative
Registered funds (N-PORT, not summed)	317	7,071,416	58.35%	No

Shares outstanding: 12,119,465, 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 SXI

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	1,789,694	14.77%	+59,144	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	729,893	6.02%	+2,288	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	316,794	2.61%	+22,675	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	112,419	0.93%	+32,293	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	108,870	0.90%	+4,311	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	22,418	0.19%	+2,769	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	754,585	6.23%	+12,093	Jun 30, 2026	carried, not yet filed for the newest quarter
3	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	700,580	5.78%	-145,675	Sep 30, 2026
3.1	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	700,580	5.78%	-145,675	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	221,876	1.83%	-148,281	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.3	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	92,479	0.76%	-34,241	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.4	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	60,346	0.50%	-3,109	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.5	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	27,617	0.23%	-6,849	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	555,171	4.58%	+333,385	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,252	4.50%	+1,626	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	532,221	4.39%	+33,860	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	111,522	0.92%	+1,870	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	69,512	0.57%	+5,603	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF Fund S000063361 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	18,325	0.15%	+12,099	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,105	0.12%	-3,425	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	7,550	0.06%	-1,700	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
7	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	499,695	4.12%	-295,605	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	330,412	2.73%	-163,698	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
7.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	4,539	0.04%	+39	May 31, 2026	Neuberger Berman ETF Trust, not summed
8	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	419,075	3.46%	-54,952	Jun 30, 2026	carried, not yet filed for the newest quarter
9	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,879	3.26%	+173,492	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	39,866	0.33%	—	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
9.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	18,091	0.15%	-1,196	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
9.3	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	10,908	0.09%	+570	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
9.4	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	7,730	0.06%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
9.5	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	296	0.00%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	384,520	3.17%	-2,284	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,677	2.60%	+66,074	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,636	2.60%	+15,773	Jun 30, 2026	carried, not yet filed for the newest quarter
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	310,532	2.56%	-8,377	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	66,322	0.55%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,731	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	41,108	0.34%	+972	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	25,671	0.21%	+2,231	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	18,209	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	310,519	2.56%	+135,041	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	12	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	277,962	2.29%	-1,191	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	268,200	2.21%	-2,202	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	255,700	2.11%	+255,700	Jun 30, 2026	carried, not yet filed for the newest quarter
18	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,689	1.99%	-73,715	Jun 30, 2026	carried, not yet filed for the newest quarter
19	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,250	1.80%	-76,640	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,182	1.64%	+1,170	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	182,675	1.51%	+92,520	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	447	0.00%	+15	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	181,130	1.49%	+54,302	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	34,085	0.28%	+7,744	May 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,146	0.11%	+4,030	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,272	0.09%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
22.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	5,533	0.05%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
22.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	2,653	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	176,003	1.45%	-1,937	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Voya Small Cap Growth Fund Fund S000075515 · Registered fund · May 31, 2026 Voya Equity Trust, not summed	165,459	1.37%	+1,857	May 31, 2026	Voya Equity Trust, not summed
25	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	160,333	1.32%	+30,931	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,753	1.32%	-63,344	Jun 30, 2026	carried, not yet filed for the newest quarter
27	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	159,568	1.32%	-28,147	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	152,322	1.26%	-16,658	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,156	0.05%	+559	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,484	0.02%	-70	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	171	0.00%	+8	Jul 31, 2026	FlexShares Trust, not summed
29	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	150,325	1.24%	+135,882	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	133,098	1.10%	+14,196	Jul 31, 2026	Fidelity Salem Street Trust, not summed
29.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	95,340	0.79%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
29.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	62,653	0.52%	-431	May 31, 2026	Fidelity Concord Street Trust, not summed
29.4	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	49,460	0.41%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
29.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	22,960	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,053	1.24%	-1,934	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	58,441	0.48%	-545	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,575	0.24%	+3,199	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	24,240	0.20%	-3,847	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	7,193	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,037	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	138,912	1.15%	+3,886	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	133,841	1.10%	+33,713	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	74,664	0.62%	+15,117	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.2	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	24,294	0.20%	+14,236	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,212	0.10%	-1,212	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.4	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,338	0.06%	-444	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,253	0.04%	-970	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	129,695	1.07%	+26,081	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	61,358	0.51%	+13,158	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	7,728	0.06%	+1,441	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
33.3	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	5,007	0.04%	+1,580	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
34	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	115,673	0.95%	-44,286	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	104,823	0.86%	-1,720	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,198	0.84%	+83,666	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	90,204	0.74%	+89,216	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	43,725	0.36%	—	Jun 30, 2026	Putnam Funds Trust, not summed
37.2	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	693	0.01%	-33	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
37.3	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	671	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
38	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	88,878	0.73%	-16,186	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	4,796	0.04%	-1,312	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
38.2	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	4,412	0.04%	-3,144	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
38.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,929	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
38.4	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	1,819	0.02%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
38.5	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	878	0.01%	-374	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
39	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,037	0.73%	-80,426	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	46,000	0.38%	-35,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
40	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,866	0.73%	-760	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	50,452	0.42%	+1,626	Jun 30, 2026	Thrivent ETF Trust, not summed
40.2	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	7,956	0.07%	-133	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
40.3	THRIVENT SMALL CAP GROWTH PORTFOLIO Fund S000061813 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	5,867	0.05%	-249	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
40.4	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	4,830	0.04%	-26	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
40.5	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	3,452	0.03%	0	Jul 31, 2026	Thrivent Mutual Funds, not summed
41	Dunbar David A. Insider CIK 1595316 · Aug 31, 2026 Director, President/CEO/Chairman, issuer-wide	87,278	0.72%	-13,000	Aug 31, 2026	Director, President/CEO/Chairman, issuer-wide
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	87,097	0.72%	+4,031	Jun 30, 2026	carried, not yet filed for the newest quarter
43	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	86,622	0.71%	+64,125	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	85,285	0.70%	-8,922	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,066	0.68%	+6,148	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	5,030	0.04%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
46	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	76,646	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	75,541	0.62%	-12,685	Jun 30, 2026	carried, not yet filed for the newest quarter
48	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,008	0.61%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	73,861	0.61%	+73,861	Jun 30, 2026	carried, not yet filed for the newest quarter
50	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	70,500	0.58%	0	Jun 30, 2026	EQ Advisors Trust, not summed

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Key facts CIK 310354 CUSIP 854231107 13F (30d) 34 filings 34 filers Visit website Investor relations