CUSIP: 828359109 | NYSE | Financial Services · Asset Management | Micro Cap | 289 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/AEquinox Partners Investment Management LLC | 805,365 | 10.3% | +114,624 | Oct 14, 2026 | Not yet in a 13F |
| 13D/AEquinox Partners, L.P. | 690,741 | 8.8% | New 5%+ stake | Oct 8, 2026 | No 13F filer matched |
| 13G/ABlackRock Portfolio Management LLC | 360,144 | 4.7% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 165,557 | $1.7M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 110,000 | $1.2M | 0.1% | Core | Low | Chicago, IL | 2026-10-27 | |
| 31,650 | $334 | 0.0% | Growth | Low | Boston, MA | 2026-10-30 | |
| 20,507 | $216.6K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 10,600 | $112 | 0.0% | Core | Medium | New York, NY | 2026-10-20 | |
| 3,743 | $39.5K | 0.0% | Growth | Low | Seoul, Malaysia | 2026-11-03 | |
| 826 | $8.7K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 594 | $6.3K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 435 | $5 | 0.0% | Value | High | Chicago, IL | 2026-10-22 | |
| 309 | $3.3K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 212 | $2.2K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 211 | $2.2K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 139 | $1.5K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 133 | $1.4K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 125 | $1.3K | 0.0% | Core | Very Low | Portsmouth, NH | 2026-10-21 | |
| 123 | $1.3K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 58 | $613 | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 48 | $507 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 45 | $476 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 38 | $401 | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 26 | $275 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 25 | $264 | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 18 | $191 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 11 | $116 | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 9 | $0 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 2 | $21 | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 1 | $11 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 |