Who owns SXI (SXI)
Which tracked institutional funds hold SXI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SXI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SXI is one-sided between 2025-Q4 and 2026-Q1: 88 added or opened and 27 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SXI’s largest tracked holder by dollar value, WASATCH ADVISORS LP, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SXI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 285 tracked filers holding SXI, 137 increased or opened the position and 123 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SXI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- VANGUARD PORTFOLIO MANAGEMENT LLC$189M
- VANGUARD CAPITAL MANAGEMENT LLC$139M
- Capital Research Global Investors$63M
- Ophir Asset Management Pty Ltd$50M
- VANGUARD FIDUCIARY TRUST CO$21M
- J. Goldman & Co LP$9M
Full exits 6
- VANGUARD GROUP INC$277M
- ExodusPoint Capital Management, LP$2M
- Trexquant Investment LP$2M
- Heck Capital Advisors, LLC$2M
- COMERICA BANK$851K
- Quantbot Technologies LP$786K
Largest adds
- T. Rowe Price Investment Management, Inc.$50M
- WASATCH ADVISORS LP$38M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$35M
- NEUBERGER BERMAN GROUP LLC$27M
- VOYA INVESTMENT MANAGEMENT LLC$26M
- AMERIPRISE FINANCIAL INC$24M
Largest trims
- BlackRock, Inc.$54M
- Handelsbanken Fonder AB$10M
- Allspring Global Investments Holdings, LLC$8M
- Champlain Investment Partners, LLC$8M
- JANE STREET GROUP, LLC$4M
- BARCLAYS PLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WASATCH ADVISORS LP trimmed | 1,317,226 | $336M | 10.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,253,713 | $320M | 9.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 795,300 | $203M | 6.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 742,492 | $189M | 5.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 543,626 | $139M | 4.2% | 2026-Q1 |
| STATE STREET CORP added | 498,361 | $127M | 3.8% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 474,027 | $121M | 3.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 318,909 | $81M | 2.5% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 314,404 | $80M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 298,863 | $76M | 2.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 294,890 | $75M | 2.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 270,402 | $69M | 2.1% | 2026-Q1 |
| Capital Research Global Investors new | 248,603 | $63M | 1.9% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 240,792 | $61M | 1.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 223,097 | $57M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 221,387 | $56M | 1.7% | 2026-Q1 |
| Ophir Asset Management Pty Ltd new | 197,012 | $50M | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 175,478 | $45M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 168,980 | $43M | 1.3% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 168,463 | $43M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 159,959 | $40M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 151,987 | $39M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 126,828 | $32M | 1.0% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 106,543 | $27M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 103,614 | $27M | 0.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 105,064 | $27M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 94,207 | $24M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 90,282 | $23M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 90,155 | $23M | 0.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 89,177 | $23M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 88,626 | $23M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 88,226 | $22M | 0.7% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 85,100 | $22M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 83,066 | $21M | 0.6% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 75,918 | $19M | 0.6% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 74,008 | $19M | 0.6% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 71,823 | $18M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 68,338 | $17M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 59,171 | $15M | 0.5% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 58,514 | $15M | 0.5% | 2026-Q1 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC trimmed | 56,214 | $14M | 0.4% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 49,604 | $13M | 0.4% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 44,200 | $11M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 43,343 | $11M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 35,630 | $9M | 0.3% | 2026-Q1 |
| J. Goldman & Co LP new | 34,158 | $9M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 34,266 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 32,965 | $8M | 0.3% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 30,339 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 29,924 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 29,240 | $7M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 26,994 | $7M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 26,583 | $7M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 25,026 | $6M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 24,624 | $6M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 24,335 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 24,000 | $6M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 22,497 | $6M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 22,157 | $6M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 20,902 | $5M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 20,334 | $5M | 0.2% | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG added | 19,607 | $5M | 0.2% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 19,534 | $5M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 18,787 | $5M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 17,532 | $4M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 17,331 | $4M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 15,598 | $4M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 15,138 | $4M | 0.1% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 14,970 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 14,604 | $4M | 0.1% | 2026-Q1 |
| FMR LLC added | 14,443 | $4M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 13,900 | $4M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 13,704 | $3M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 13,611 | $3M | 0.1% | 2026-Q1 |
| WHITE PINE CAPITAL LLC trimmed | 13,486 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 13,449 | $3M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 12,194 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 14,150 | $3M | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 11,825 | $3M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 11,681 | $3M | 0.1% | 2026-Q1 |
| Future Fund LLC new | 11,343 | $3M | 0.1% | 2026-Q1 |
| One Capital Management, LLC new | 11,343 | $3M | 0.1% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 11,318 | $3M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 17,603 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 10,708 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 9,778 | $2M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 9,115 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 9,039 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 8,981 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 8,798 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 8,749 | $2M | 0.1% | 2026-Q1 |
| Pflug Koory, LLC | 8,640 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 8,138 | $2M | 0.1% | 2026-Q1 |
| 1ST SOURCE BANK added | 8,126 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,274,527 | $277M | 8.4% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 139,427 | $23M | 0.7% | 2025-Q1 stale |
| MACQUARIE GROUP LTD added | 39,238 | $8M | 0.3% | 2025-Q3 stale |
| Advantage Alpha Capital Partners LP trimmed | 17,066 | $4M | 0.1% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 12,895 | $3M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 9,497 | $2M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.