Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
271 institutional managers reported holding SXI for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 62%. 34 opened new positions; 30 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 1.73M | 14.35% | $443.8M | added +0.8% | ≤2013 |
| Vanguard Group | 1.39M | 11.51% | $356.0M | added +1% | ≤2013 |
| Wasatch Advisors LP | 1.32M | 10.92% | $337.8M | trimmed -3.8% | 2024 Q1 |
| Neuberger Berman Group LLC | 795.3k | 6.59% | $203.9M | trimmed -1.8% | 2020 Q2 |
| State Street | 498.4k | 4.13% | $127.8M | added +2.6% | ≤2013 |
| Barrow Hanley Mewhinney & Strauss LLC | 474.0k | 3.93% | $121.6M | added +20.7% | 2021 Q3 |
| Dimensional Fund Advisors | 318.9k | 2.64% | $81.8M | trimmed -10% | ≤2013 |
| Silvercrest Asset Management Group LLC | 314.4k | 2.61% | $80.6M | trimmed -14% | 2014 Q2 |
| Geode Capital | 298.9k | 2.48% | $76.6M | added +6.1% | ≤2013 |
| Westwood Holdings Group INC | 294.9k | 2.44% | $75.6M | trimmed -8.5% | 2025 Q3 |
| Voya Investment Management LLC | 270.4k | 2.24% | $69.3M | added +35.8% | ≤2013 |
| Capital Research Global Investors | 248.6k | 2.06% | $63.8M | opened | 2026 Q1 |
| Copeland Capital Management, LLC | 240.8k | 2.00% | $61.7M | trimmed -2.1% | 2015 Q4 |
| T. Rowe Price Investment Management, INC. | 223.1k | 1.85% | $57.2M | added +661.9% | 2025 Q3 |
| Ameriprise Financial INC | 221.4k | 1.83% | $56.8M | added +47.1% | ≤2013 |
| Ophir Asset Management Pty LTD (focused) | 197.0k | 1.63% | $50.5M | opened | 2026 Q1 |
| Morgan Stanley | 175.5k | 1.46% | $45.0M | unchanged | ≤2013 |
| Northern Trust | 169.0k | 1.40% | $43.3M | unchanged | ≤2013 |
| Champlain Investment Partners, LLC | 168.5k | 1.40% | $43.2M | trimmed -27.6% | ≤2013 |
| Raymond James Financial INC | 160.0k | 1.33% | $41.0M | trimmed -12.7% | 2020 Q4 |
| Charles Schwab Investment Management | 152.0k | 1.26% | $39.0M | unchanged | ≤2013 |
| Goldman Sachs | 126.8k | 1.05% | $32.5M | trimmed -17.3% | ≤2013 |
| UBS | 118.2k | 0.98% | $30.3M | added +2.6% | ≤2013 |
| Leeward Investments, LLC - MA | 106.5k | 0.88% | $27.3M | trimmed -1.9% | 2022 Q1 |
| SEI Investments CO | 105.1k | 0.87% | $26.9M | added +4.5% | 2019 Q4 |
| Allspring Global Investments Holdings, LLC | 103.6k | 0.86% | $26.6M | trimmed -33.4% | 2021 Q4 |
| Invesco | 100.1k | 0.83% | $25.7M | added +64.4% | ≤2013 |
| Envestnet Asset Management INC | 94.2k | 0.78% | $24.2M | added +4.9% | 2018 Q4 |
| BNY Mellon | 90.2k | 0.75% | $23.1M | trimmed -2.2% | ≤2013 |
| Kennedy Capital Management LLC | 89.2k | 0.74% | $22.9M | trimmed -7% | 2025 Q3 |
| Thrivent Financial for Lutherans | 88.6k | 0.73% | $22.7M | added +59.6% | 2025 Q3 |
| Handelsbanken Fonder AB | 85.1k | 0.71% | $21.8M | trimmed -41.3% | 2021 Q2 |
| Gamco Investors, INC. et al | 74.0k | 0.61% | $19.0M | trimmed -1.4% | ≤2013 |
| Driehaus Capital Management LLC | 71.8k | 0.59% | $18.4M | trimmed -17% | 2025 Q3 |
| Nomura Asset Management International INC. | 68.3k | 0.57% | $17.5M | added +16.7% | 2025 Q4 |
| Principal Financial Group INC | 60.6k | 0.50% | $15.5M | added +2% | ≤2013 |
| Crawford Investment Counsel INC | 58.5k | 0.48% | $15.0M | trimmed -2.2% | 2020 Q2 |
| Anchor Capital Management Company, LLC (focused) | 56.2k | 0.47% | $14.4M | trimmed -26.4% | 2025 Q1 |
| Wilmington Savings Fund Society, FSB | 49.6k | 0.41% | $12.7M | trimmed -5% | ≤2013 |
| GAMCO (Gabelli) | 44.2k | 0.37% | $11.3M | trimmed -0.7% | ≤2013 |
| Public Sector Pension Investment Board | 43.3k | 0.36% | $11.1M | added +3.3% | ≤2013 |
| Bank OF America CORP /DE/ | 35.6k | 0.29% | $9.1M | added +8.8% | ≤2013 |
| J. Goldman & CO LP | 34.2k | 0.28% | $8.8M | opened | 2026 Q1 |
| Rhumbline Advisers | 33.0k | 0.27% | $8.5M | added +1.4% | ≤2013 |
| Lord, Abbett & CO. LLC | 30.3k | 0.25% | $7.8M | trimmed -20.4% | 2025 Q3 |
| Legal & General Group PLC | 29.2k | 0.24% | $7.5M | trimmed -6.7% | 2014 Q3 |
| First Trust Advisors LP | 27.0k | 0.22% | $6.9M | trimmed -15.1% | 2023 Q2 |
| ProShare Advisors LLC | 26.6k | 0.22% | $6.8M | trimmed -0.8% | 2020 Q2 |
| Nuveen | 25.0k | 0.21% | $6.4M | added +3.7% | 2019 Q2 |
| Mitsubishi UFJ Asset Management CO., LTD. | 24.6k | 0.20% | $6.3M | added +37.3% | 2018 Q3 |
Largest 50 of 271 shown; the full ranked, searchable register is at boothcheck.com/holders/SXI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.