CUSIP: 85914M107 | NYSE | Financial Services · Asset Management | Mid Cap | 586 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 |
|---|---|---|---|---|---|
| 13G/AMillennium Management LLC with Integrated Core Strategies (US) LLC | 5,619,498 | 6.8% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| 13D/AJames Lim | 3,204,451 | 4.0% | −1,000,000 | Jan 13, 2026 | No 13F filer matched |
| 13D/AWaldo Robert with ARG Private Equity, LLC, Argo Holdings, LLC, Kaiser George B, +1 more | 3,687,708 | 4.3% | Newly reported | Jan 6, 2026 | No 13F filer matched |
| 13DJose A. Fernandez | 5,033,311 | 6.0% | New 5%+ stake | Sep 18, 2025 | No 13F filer matched |
| 13DThomas Keck | 4,299,538 | 5.2% | New 5%+ stake | Sep 18, 2025 | No 13F filer matched |
| 13D/AMichael I. McCabe with Scott W. Hart, Monte M. Brem, Jason P. Ment | 3,449,717 | 4.2% | Newly reported | Sep 18, 2025 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 936,744 | $40.7M | 0.3% | GARP | Medium | Salt Lake City, UT | 2026-10-13 | |
| 542,007 | $23.5M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 437,981 | $19.0M | 0.3% | Growth | Medium | New York, NY | 2026-11-03 | |
| 393,441 | $17.1M | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 | |
| 212,795 | $9.2M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 52,338 | $2.3K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 45,704 | $2.0M | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 38,300 | $1.7M | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 | |
| 35,100 | $1.5M | 0.0% | Index | Low | Baton Rouge, LA | 2026-10-20 | |
| 31,000 | $1.3M | 0.0% | Core | Low | Tulsa, OK | 2026-10-27 | |
| 29,150 | $1.3M | 0.0% | Yield | Low | Denver, CO | 2026-11-03 | |
| 26,761 | $1.2M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 26,039 | $1.1M | 0.0% | Core | Low | Trenton, NJ | 2026-11-05 | |
| 23,801 | $1.0K | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 21,545 | $935.1K | 0.0% | Index | Very Low | Bloomfield Hills, MI | 2026-10-22 | |
| 21,208 | $920 | 0.0% | Core | Very Low | New York, NY | 2026-10-23 | |
| 20,469 | $888.4K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 19,388 | $841.4K | 0.0% | Core | Low | Harrisburg, PA | 2026-11-03 | |
| 18,495 | $802.7K | 0.0% | Index | Very Low | Tigard, OR | 2026-10-30 | |
| 18,338 | $795.9K | 0.0% | Index | Very Low | Baltimore, MD | 2026-11-05 | |
| 17,573 | $762.7K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 15,600 | $677 | 0.0% | Core | Very Low | Albany, NY | 2026-10-22 | |
| 14,864 | $645.1K | 0.0% | Index | Very Low | Chiyoda-Ku, Tokyo, Mexico | 2026-10-29 | |
| 14,386 | $624.4K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 13,450 | $583.7K | 0.0% | Growth | Medium | Chiyoda-Ku,Tokyo, Mexico | 2026-10-29 | |
| 13,132 | $569.9K | 0.0% | Growth | Low | Dallas, TX | 2026-10-27 | |
| 12,988 | $563.7K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 12,160 | $533.9K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 11,571 | $502.2K | 0.0% | Core | Medium | Toronto Ontario, Australia | 2026-11-02 | |
| 11,161 | $484.4K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 10,970 | $476.1K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 10,480 | $452 | 0.0% | Core | Low | Frankfurt, Hong Kong | 2026-10-27 | |
| 9,452 | $410.2K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 9,389 | $407.5K | 0.0% | Index | Low | New York, NY | 2026-10-23 | |
| 8,815 | $382.6K | 0.0% | Core | Medium | New York, NY | 2026-10-27 | |
| 7,620 | $330.7K | 0.0% | Index | Very Low | Philadelphia, PA | 2026-11-03 | |
| 7,187 | $311.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 6,028 | $261.6K | 0.0% | Core | Low | Brooklyn, OH | 2026-11-04 | |
| 5,343 | $231.9K | 0.0% | Core | Low | Zurich, Switzerland | 2026-11-03 | |
| 5,184 | $225.0K | 0.0% | Value | Medium | New York, NY | 2026-11-02 | |
| 4,829 | $209.6K | 0.0% | Value | Very High | Hong Kong, South Korea | 2026-10-16 | |
| 2,608 | $113.2K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 2,537 | $110 | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 | |
| 2,040 | $88.5K | 0.0% | Growth | Low | Seoul, Malaysia | 2026-11-03 | |
| 1,616 | $70.1K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 1,504 | $64.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-04 | |
| 1,255 | $54.5K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,036 | $45.0K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 806 | $35.0K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 592 | $25.7K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 467 | $20.3K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 452 | $19.6K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 415 | $18.0K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 370 | $16.1K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 368 | $16.0K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 | |
| 244 | $10.6K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 223 | $9.7K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 200 | $8.7K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 191 | $8.3K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 132 | $5.7K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 118 | $5.1K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 100 | $4 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 84 | $3.6K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 72 | $3.1K | 0.0% | Growth | N/A | Kansas City, MO | 2026-10-19 | |
| 71 | $3.1K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 61 | $2.6K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 50 | $2.2K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 48 | $2.1K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 40 | $1.7K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 36 | $1.6K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 27 | $1.2K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 26 | $1.1K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 20 | $868 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 18 | $781 | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 17 | $737 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 15 | $651 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 13 | $565 | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 12 | $521 | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 11 | $478 | 0.0% | Growth | Low | Denver, CO | 2026-10-09 | |
| 11 | $477 | 0.0% | ETF | Very Low | Lake Oswego, OR | 2026-10-15 | |
| 10 | $434 | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 | |
| 7 | $304 | 0.0% | Core | Low | Jacksonville, FL | 2026-10-08 | |
| 5 | $217 | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 5 | $217 | 0.0% | ETF | Very Low | Boca Raton, FL | 2026-10-15 | |
| 4 | $174 | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 3 | $130 | 0.0% | ETF | Medium | Hunt Valley, MD | 2026-11-03 | |
| 3 | $131 | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 3 | $131 | 0.0% | ETF | Low | Beaver, PA | 2026-10-16 | |
| 3 | $131 | 0.0% | ETF | Very Low | Franklin, TN | 2026-10-26 | |
| 2 | $89 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 1 | $44 | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 |