SMID — Institutional owners (13F)

56 filers · $94.8M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
THOMPSON DAVIS & CO., INC. $52,899,451 1,824,119 55.80% Shares
VANGUARD GROUP INC $8,170,722 224,841 8.62% Shares
NEEDHAM INVESTMENT MANAGEMENT LLC $6,525,000 225,000 6.88% Shares
BlackRock, Inc. $5,696,673 196,437 6.01% Shares
VANGUARD CAPITAL MANAGEMENT LLC $3,982,628 137,332 4.20% Shares
GEODE CAPITAL MANAGEMENT, LLC $2,603,124 89,742 2.75% Shares
BARD ASSOCIATES INC $2,316,375 79,875 2.44% Shares
RBF Capital, LLC $2,151,800 74,200 2.27% Shares
RICE HALL JAMES & ASSOCIATES, LLC $1,565,391 53,979 1.65% Shares
DIMENSIONAL FUND ADVISORS LP $1,466,475 50,555 1.55% Shares
STATE STREET CORP $1,325,677 45,713 1.40% Shares
VANGUARD FIDUCIARY TRUST CO $871,276 30,044 0.92% Shares
NORTHERN TRUST CORP $749,476 25,844 0.79% Shares
MORGAN STANLEY $663,607 22,883 0.70% Shares
Topline Capital Management, LLC $580,348 20,012 0.61% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $561,817 19,373 0.59% Shares
INTRUST BANK NA $350,842 12,098 0.37% Shares
Bank of New York Mellon Corp $325,438 11,222 0.34% Shares
Waverly Advisors, LLC $290,116 10,004 0.31% Shares
GOLDMAN SACHS GROUP INC $258,158 8,902 0.27% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $253,054 8,726 0.27% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $205,465 7,085 0.22% Shares
UBS Group AG $190,878 6,582 0.20% Shares
CALDWELL SUTTER CAPITAL, INC. $94,888 3,272 0.10% Shares
WELLS FARGO & COMPANY/MN $75,835 2,615 0.08% Shares
JPMORGAN CHASE & CO $63,822 2,162 0.07% Shares
NEW YORK STATE COMMON RETIREMENT FUND $62,669 2,161 0.07% Shares
DEUTSCHE BANK AG\ $58,319 2,011 0.06% Shares
Vanguard Global Advisers, LLC $57,855 1,995 0.06% Shares
RHUMBLINE ADVISERS $56,347 1,943 0.06% Shares
ROYAL BANK OF CANADA $52,000 1,758 0.05% Shares
BNP PARIBAS FINANCIAL MARKETS $39,933 1,377 0.04% Shares
CITIGROUP INC $38,135 1,315 0.04% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $37,439 1,291 0.04% Shares
CWM, LLC $34,612 1,064 0.04% Shares
Police & Firemen's Retirement System of New Jersey $30,160 1,040 0.03% Shares
Russell Investments Group, Ltd. $27,057 933 0.03% Shares
Tower Research Capital LLC (TRC) $16,153 557 0.02% Shares
BARCLAYS PLC $11,774 406 0.01% Shares
ADIRONDACK TRUST CO $9,570 330 0.01% Shares
Legal & General Group Plc $7,250 250 0.01% Shares
GAMMA Investing LLC $6,670 230 0.01% Shares
Ameritas Investment Partners, Inc. $6,612 228 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $6,118 200 0.01% Shares
OSAIC HOLDINGS, INC. $3,132 108 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,914 66 0.00% Shares
FMR LLC $1,455 50 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,131 39 0.00% Shares
HERITAGE INVESTORS MANAGEMENT CORP $1,110 38,268 0.00% Shares
Optiver Holding B.V. $870 30 0.00% Shares
Arax Advisory Partners $290 10 0.00% Shares
Sterling Capital Management LLC $290 10 0.00% Shares
ROTHSCHILD INVESTMENT LLC $29 1 0.00% Shares
Allworth Financial LP $29 1 0.00% Shares
Essential Partners LLC $29 1 0.00% Shares
Farther Finance Advisors, LLC $29 1 0.00% Shares