Institutional Holders (2026 Q2)
325 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SXI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ophir Asset Management Pty Ltd | 5.83% | 198,182 | $70.9M |
| 2 | Wasatch Advisors LP | 1.98% | 846,255 | $302.7M |
| 3 | Leeward Investments, LLC - MA | 1.70% | 104,823 | $37.5M |
| 4 | Amitell Capital Pte Ltd | 1.46% | 4,478 | $1.6M |
| 5 | White Pine Capital LLC | 1.25% | 14,781 | $5.3M |
| 6 | Future Fund LLC | 1.24% | 12,063 | $4.3M |
| 7 | Copeland Capital Management, LLC | 1.22% | 166,193 | $59.4M |
| 8 | Pflug Koory, LLC | 1.18% | 8,281 | $3.0M |
| 9 | Champlain Investment Partners, LLC | 0.81% | 88,037 | $31.5M |
| 10 | Westwood Holdings Group Inc | 0.59% | 218,250 | $78.1M |
| 11 | Silvercrest Asset Management Group LLC | 0.56% | 240,689 | $86.1M |
| 12 | Wealthstar Advisors, LLC | 0.55% | 5,319 | $1.9M |
| 13 | MeadowBrook Investment Advisors LLC | 0.53% | 1,875 | $671K |
| 14 | Emerald Investment Advisers, LLC | 0.48% | 20,101 | $7.2M |
| 15 | Barrow Hanley Mewhinney & Strauss LLC | 0.45% | 419,075 | $149.9M |
| 16 | Kennedy Capital Management LLC | 0.41% | 64,850 | $23.2M |
| 17 | Wilmington Savings Fund Society, FSB | 0.39% | 48,319 | $17.3M |
| 18 | Segall Bryant & Hamill, LLC | 0.35% | 82,066 | $29.4M |
| 19 | Crawford Investment Counsel Inc | 0.32% | 53,244 | $19.0M |
| 20 | apricus wealth, LLC | 0.30% | 1,735 | $621K |
| 21 | Frontier Capital Management Co LLC | 0.25% | 73,861 | $26.4M |
| 22 | Gamco Investors, INC. Et Al | 0.24% | 74,008 | $26.5M |
| 23 | J. Goldman & Co LP | 0.23% | 25,376 | $9.1M |
| 24 | Hummer Financial Advisory Services Inc | 0.21% | 900 | $322K |
| 25 | Knights of Columbus Asset Advisors LLC | 0.20% | 11,377 | $4.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|