CUSIP: 78435P105 | NYSE | Financial Services · Credit Services | Mid Cap | 501 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13D/ACharles Youakim with Cerro Gordo LLC | 13,413,162 | 39.6% | −1,486,301 | Sep 2, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 788,475 | $85.2M | 3.7% | ETF | Low | Edina, MN | 2026-11-03 | |
| 477,202 | $51.6M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 235,662 | $25.5M | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 190,224 | $20.6M | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 | |
| 31,500 | $3.4M | 0.7% | Yield | Very High | Ellicott City, MD | 2026-11-02 | |
| 18,426 | $2.0M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 18,318 | $2.0M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 15,942 | $1.7K | 0.0% | Core | Very Low | Albany, NY | 2026-10-22 | |
| 14,870 | $1.6M | 0.1% | Growth | Medium | Milwaukee, WI | 2026-10-22 | |
| 14,528 | $1.6M | 0.0% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 12,399 | $1.3M | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 | |
| 11,860 | $1.3M | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 11,750 | $1.4M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 11,667 | $1.3K | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 11,012 | $1.2M | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 9,989 | $1.1M | 0.0% | Core | Low | Trenton, NJ | 2026-11-05 | |
| 9,200 | $994.0K | 0.0% | Core | Medium | Richmond, VA | 2026-10-28 | |
| 7,300 | $788.7K | 0.0% | Index | Low | Baton Rouge, LA | 2026-10-20 | |
| 6,378 | $1.1M | 0.4% | Core | Medium | Burr Ridge, IL | 2026-10-13 | |
| 5,439 | $587.6K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 5,406 | $584.1K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 5,201 | $570.6K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 4,771 | $515.5K | 0.0% | Yield | Low | Denver, CO | 2026-11-03 | |
| 4,734 | $511.5K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 4,431 | $479 | 0.0% | Core | Very Low | New York, NY | 2026-10-23 | |
| 4,424 | $478.0K | 0.1% | Agg Growth | Very Low | Indianapolis, IN | 2026-10-19 | |
| 4,342 | $469.1K | 0.0% | Index | Very Low | Bloomfield Hills, MI | 2026-10-22 | |
| 4,181 | $451.7K | 0.0% | Growth | Medium | Helsinki, Hungary | 2026-11-05 | |
| 4,046 | $437.1K | 0.0% | Core | Low | Harrisburg, PA | 2026-11-03 | |
| 3,950 | $426.8K | 0.3% | Momentum | Medium | Forest, VA | 2026-10-28 | |
| 3,841 | $415.0K | 0.0% | Deep Value | Very High | San Diego, CA | 2026-10-16 | |
| 3,838 | $414.7K | 0.0% | Index | Very Low | Tigard, OR | 2026-10-30 | |
| 3,780 | $408.4K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 2,875 | $338.5K | 0.1% | Core | Low | Akron, OH | 2026-10-20 | |
| 2,805 | $303.1K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 2,703 | $292.0K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 2,300 | $248.5K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 | |
| 2,278 | $246.1K | 0.2% | Growth | Medium | Champaign, IL | 2026-10-19 | |
| 2,272 | $245.4K | 0.1% | GARP | Very High | Reno, NV | 2026-10-09 | |
| 2,258 | $244.0K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 2,249 | $243.0K | 0.1% | Growth | Low | Seattle, WA | 2026-10-26 | |
| 2,162 | $232 | 0.0% | Core | Low | Frankfurt, Hong Kong | 2026-10-27 | |
| 2,110 | $228.0K | 0.0% | Index | Low | New York, NY | 2026-10-29 | |
| 2,065 | $223 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 1,959 | $211.7K | 0.0% | Index | Low | New York, NY | 2026-10-23 | |
| 1,127 | $121.8K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 1,061 | $114.6K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 1,043 | $112.7K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 | |
| 666 | $72.0K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 546 | $59.0K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 474 | $51 | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 | |
| 381 | $41.2K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 344 | $37.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 300 | $32.4K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 300 | $32.4K | 0.0% | Core | Low | Leesburg, VA | 2026-10-08 | |
| 296 | $32.0K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 266 | $28.7K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 262 | $28.3K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 250 | $27.0K | 0.0% | Growth | Low | Smithtown, NY | 2026-11-02 | |
| 224 | $24.2K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 200 | $21.6K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 161 | $17 | 0.0% | Value | High | Chicago, IL | 2026-10-22 | |
| 148 | $16.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 147 | $15.9K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 117 | $12.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 84 | $9.1K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 72 | $7.8K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 70 | $7.6K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 57 | $6 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 | |
| 48 | $5.2K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 38 | $4.1K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 27 | $2.9K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 27 | $2.9K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 26 | $2.8K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 23 | $2.5K | 0.0% | ETF | Very High | Ada, MI | 2026-10-16 | |
| 23 | $2.5K | 0.0% | Growth | Medium | Palm Beach Gardens, FL | 2026-10-19 | |
| 20 | $2.2K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 16 | $1.7K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 16 | $1.7K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 16 | $1.7K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 10 | $1.1K | 0.0% | Growth | Low | Morristown, NJ | 2026-10-13 | |
| 8 | $865 | 0.0% | ETF | Very Low | Minneapolis, MN | 2026-10-09 | |
| 8 | $865 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 7 | $937 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 5 | $540 | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 4 | $433 | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 4 | $432 | 0.0% | Growth | N/A | Kansas City, MO | 2026-10-19 | |
| 3 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 3 | $325 | 0.0% | Growth | Low | Denver, CO | 2026-10-09 | |
| 3 | $325 | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 2 | $216 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 2 | $216 | 0.0% | ETF | Very Low | Lake Oswego, OR | 2026-10-15 | |
| 1 | $108 | 0.0% | ETF | Very Low | Boca Raton, FL | 2026-10-15 | |
| 1 | $108 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 1 | $109 | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 1 | $108 | 0.0% | ETF | Low | San Diego, CA | 2026-10-28 | |
| 1 | $109 | 0.0% | ETF | Very Low | Franklin, TN | 2026-10-26 | |
| 1 | $110 | 0.0% | ETF | Very Low | Mesa, AZ | 2026-10-27 |