Comfort Systems USA Inc (FIX) Ownership

108.44 ↑4.05 (3.88%)
As of Market Close on August 12th, 2022.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Comfort Systems USA Inc (FIX), owning a total of 5.7 million shares. Combined, the top 105 institutional holders of FIX own 305.17% of the company with a total of 110.2 million shares.

In the latest ownership report, the top 105 institutional holders have increased their combined ownership of FIX by 2.6 million shares, a 2.30% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.688%4.540%5,692,525247,2312021-03-31
BlackRock Inc15.260%1.909%5,487,085102,8012021-12-31
BlackRock Inc14.953%-4.634%5,428,709-263,8162021-06-30
Vanguard Group Inc10.388%0.874%3,723,52032,2642022-03-31
Vanguard Group Inc10.292%0.439%3,709,31216,2102021-09-30
Vanguard Group Inc10.266%-0.487%3,691,256-18,0562021-12-31
Vanguard Group Inc10.172%1.740%3,693,10263,1502021-06-30
Vanguard Group Inc10.004%2.527%3,629,95289,4512021-03-31
Capital World Investors6.520%32.301%2,336,939570,5602022-03-31
Capital World Investors4.913%16.096%1,766,379244,9002021-12-31
Capital World Investors4.222%0.000%1,521,47902021-09-30
River Road Asset Management, LLC4.204%-1.846%1,525,341-28,6802021-03-31
Capital World Investors4.191%20.249%1,521,479256,2002021-06-30
Dimensional Fund Advisors, Inc.3.964%-3.762%1,438,276-56,2162021-03-31
Dimensional Fund Advisors, Inc.3.940%-0.012%1,419,870-1722021-09-30
Dimensional Fund Advisors, Inc.3.911%-1.268%1,420,042-18,2342021-06-30
River Road Asset Management, LLC3.849%1.798%1,387,07824,5012021-09-30
Dimensional Fund Advisors, Inc.3.830%-3.018%1,377,015-42,8552021-12-31
Dimensional Fund Advisors, Inc.3.808%-0.499%1,370,143-6,8722022-03-31
River Road Asset Management, LLC3.799%1.089%1,367,14114,7262022-03-31
River Road Asset Management, LLC3.761%-2.499%1,352,415-34,6632021-12-31
River Road Asset Management, LLC3.753%-10.671%1,362,577-162,7642021-06-30
Capital World Investors3.487%0.000%1,265,2791,265,2792021-03-31
FMR Inc3.460%-0.033%1,255,450-4142021-03-31
State Street Corporation3.263%3.396%1,169,61738,4142022-03-31
State Street Corporation3.153%-0.578%1,136,212-6,6092021-09-30
State Street Corporation3.148%4.292%1,142,82147,0332021-06-30
State Street Corporation3.146%-0.441%1,131,203-5,0092021-12-31
State Street Corporation3.020%0.737%1,095,7888,0172021-03-31
FMR Inc2.480%-28.282%900,387-355,0632021-06-30
Neumeier Investment Counsel LLC2.395%-0.378%869,163-3,3002021-03-31
FMR Inc2.386%6.547%857,99652,7192021-12-31
Neumeier Investment Counsel LLC2.374%-0.832%861,928-7,2352021-06-30
Neumeier Investment Counsel LLC2.283%-0.040%820,698-3302021-12-31
Neumeier Investment Counsel LLC2.278%-4.745%821,028-40,9002021-09-30
FMR Inc2.234%-10.563%805,277-95,1102021-09-30
HHG PLC2.109%-7.674%765,094-63,5912021-03-31
Neumeier Investment Counsel LLC2.056%-9.868%739,713-80,9852022-03-31
Nuveen Asset Management, LLC2.000%26.046%716,977148,1572022-03-31
Westwood Holdings Group Inc1.998%5.786%716,10239,1652022-03-31
Victory Capital Management Inc.1.970%17.564%706,010105,4772022-03-31
Nuveen Asset Management, LLC1.946%-5.018%706,038-37,3002021-03-31
Westwood Holdings Group Inc1.881%2.437%676,93716,1042021-12-31
HHG PLC1.860%0.120%668,8487982021-12-31
HHG PLC1.855%-0.612%664,753-4,0952022-03-31
HHG PLC1.854%-0.183%668,050-1,2242021-09-30
Westwood Holdings Group Inc1.846%0.630%670,2474,1932021-06-30
HHG PLC1.844%-12.524%669,274-95,8202021-06-30
Westwood Holdings Group Inc1.836%-5.571%666,054-39,2922021-03-31
Westwood Holdings Group Inc1.834%-1.405%660,833-9,4142021-09-30
GW&K Investment Management, LLC1.790%2.390%641,53714,9722022-03-31
T. Rowe Price Associates, Inc.1.782%0.415%647,0462,6762021-06-30
T. Rowe Price Associates, Inc.1.776%-0.730%644,370-4,7382021-03-31
Fuller & Thaler Asset Management Inc1.769%-0.207%634,014-1,3142022-03-31
Fuller & Thaler Asset Management Inc1.767%4.040%635,32824,6682021-12-31
GW&K Investment Management, LLC1.743%6.196%626,56536,5552021-12-31
FMR Inc1.727%-27.836%619,168-238,8282022-03-31
Fuller & Thaler Asset Management Inc1.694%18.125%610,66093,6972021-09-30
Geode Capital Management, LLC1.693%0.367%607,0152,2212022-03-31
Brown Advisory Holdings Inc1.688%5.047%605,16529,0762022-03-31
Geode Capital Management, LLC1.682%0.656%604,7943,9412021-12-31
Federated Hermes Inc1.670%-0.106%600,501-6352021-12-31
Victory Capital Management Inc.1.670%167.107%600,533375,7042021-12-31
Federated Hermes Inc1.668%-0.001%601,136-82021-09-30
T. Rowe Price Associates, Inc.1.668%-7.111%601,032-46,0142021-09-30
Geode Capital Management, LLC1.667%0.100%600,8536012021-09-30
Nuveen Asset Management, LLC1.658%-14.737%601,992-104,0462021-06-30
Federated Hermes Inc1.657%0.105%601,1456312021-03-31
Federated Hermes Inc1.656%0.000%601,144-12021-06-30
Geode Capital Management, LLC1.653%11.575%600,25262,2732021-06-30
T. Rowe Price Associates, Inc.1.652%1.656%594,4649,6822022-03-31
GW&K Investment Management, LLC1.637%28.750%590,010131,7482021-09-30
T. Rowe Price Associates, Inc.1.626%-2.704%584,782-16,2502021-12-31
Robeco Institutional Asset Mgmt BV1.626%15.460%590,00079,0002021-03-31
Brown Advisory Holdings Inc1.602%3.761%576,08920,8832021-12-31
Nuveen Asset Management, LLC1.582%-5.510%568,820-33,1722021-09-30
Lord, Abbett & Co LLC1.574%90.372%566,455268,9032022-03-31
NORGES BANK1.567%-28.455%568,534-226,1162020-12-31
Brown Advisory Holdings Inc1.541%1.363%555,2067,4662021-09-30
Principal Financial Group Inc1.529%1.849%554,92610,0722021-06-30
Brown Advisory Holdings Inc1.510%-17.499%547,740-116,1812021-03-31
Principal Financial Group Inc1.502%-8.952%544,854-53,5692021-03-31
Federated Hermes Inc1.484%-11.407%532,000-68,5012022-03-31
Geode Capital Management, LLC1.483%2.620%537,97913,7352020-12-31
JPMorgan Chase & Co1.457%26.859%528,877111,9742021-06-30
Fuller & Thaler Asset Management Inc1.424%13.982%516,96363,4152021-06-30
Principal Financial Group Inc1.417%-7.985%510,615-44,3112021-09-30
Royce & Associates, LP1.410%103.620%511,779260,4392021-03-31
Amvescap Plc.1.403%22.004%504,57691,0042021-12-31
Bank of New York Mellon Corp1.402%0.951%508,5854,7932021-03-31
Schroder Investment Management Group1.391%-49.423%505,067-493,5392021-03-31
Principal Financial Group Inc1.357%-0.066%486,580-3192022-03-31
Principal Financial Group Inc1.354%-4.645%486,899-23,7162021-12-31
Bank of New York Mellon Corp1.351%-3.543%490,565-18,0202021-06-30
Sam Sustainable Asset Management Ltd1.293%137.755%465,880269,9302021-09-30
GW&K Investment Management, LLC1.262%711.442%458,262401,7872021-06-30
Robeco Institutional Asset Mgmt BV1.259%-23.083%453,810-136,1902021-09-30
Bordeaux Wealth Advisors LLC1.254%0.000%451,16602021-12-31
Bordeaux Wealth Advisors LLC1.252%0.581%451,1662,6072021-09-30
Fuller & Thaler Asset Management Inc1.249%-20.665%453,548-118,1372021-03-31
Bordeaux Wealth Advisors LLC1.236%0.930%448,5594,1332021-06-30
Systematic Financial Management LP1.234%1.744%444,8147,6242021-09-30
Capital Research Global Investors1.177%5.225%420,90020,9002022-03-31
JPMorgan Chase & Co1.173%1.551%421,9396,4442021-12-31
Northern Trust Corp1.148%-1.292%413,027-5,4052021-12-31

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Comfort Systems USA Inc (FIX), owning a total of 2.7 million shares. Combined, the top 234 mutual fund holders of FIX own 464.36% of the company with a total of 167.4 million shares.

In the latest ownership report, the top 234 mutual funds have increased their combined ownership of FIX by 3.3 million shares, a 1.91% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds SMALLCAP World A7.473%0.000%2,673,73902022-06-30
American Funds SMALLCAP World A7.440%23.420%2,673,739507,3602022-03-31
iShares Core S&P Small-Cap ETF7.365%0.048%2,634,8771,2722022-07-29
iShares Core S&P Small-Cap ETF7.187%-0.025%2,586,192-6362022-04-28
iShares Core S&P Small-Cap ETF7.181%-0.082%2,584,072-2,1202022-04-29
iShares Core S&P Small-Cap ETF7.168%-0.049%2,577,396-1,2602022-03-31
iShares Core S&P Small-Cap ETF7.111%1.504%2,549,07837,7692022-06-30
iShares Core S&P Small-Cap ETF7.088%0.242%2,548,6286,1482022-02-28
iShares Core S&P Small-Cap ETF7.044%0.118%2,524,9432,9822022-05-31
iShares Core S&P Small-Cap ETF7.034%-0.076%2,535,250-1,9182022-01-31
iShares Core S&P Small-Cap ETF7.009%0.050%2,525,9931,2722021-12-31
iShares Core S&P Small-Cap ETF7.006%0.017%2,511,3094222022-06-29
iShares Core S&P Small-Cap ETF6.995%0.185%2,521,1174,6422021-12-29
iShares Core S&P Small-Cap ETF6.848%-0.216%2,467,936-5,3502021-11-30
iShares Core S&P Small-Cap ETF6.789%0.026%2,446,8926392021-10-29
iShares Core S&P Small-Cap ETF6.750%0.039%2,449,2929652021-06-30
iShares Core S&P Small-Cap ETF6.683%0.875%2,426,25021,0372021-07-30
iShares Core S&P Small-Cap ETF6.674%0.016%2,423,1363902021-08-31
iShares Core S&P Small-Cap ETF6.657%0.080%2,416,7691,9202021-09-30
iShares Core S&P Small-Cap ETF6.625%0.040%2,405,2139652021-07-28
American Funds SMALLCAP World A6.011%12.745%2,166,379244,9002021-12-31
American Funds SMALLCAP World A5.296%51.862%1,921,479656,2002021-06-30
American Funds SMALLCAP World A5.293%0.000%1,921,47902021-09-30
Vanguard Total Stock Mkt Idx Inv2.974%5.226%1,065,94952,9392022-06-30
Vanguard Total Stock Mkt Idx Inv2.826%1.512%1,013,01015,0852022-05-31
Vanguard Total Stock Mkt Idx Inv2.773%0.171%997,9251,7032022-04-30
Vanguard Total Stock Mkt Idx Inv2.772%0.945%996,2229,3272022-03-31
Vanguard Total Stock Mkt Idx Inv2.750%0.395%990,9493,8952021-11-30
Vanguard Total Stock Mkt Idx Inv2.745%0.089%986,8958772022-02-28
Vanguard Total Stock Mkt Idx Inv2.739%0.087%987,0548622021-10-31
Vanguard Total Stock Mkt Idx Inv2.736%0.638%986,1926,2492021-09-30
Vanguard Total Stock Mkt Idx Inv2.736%1.357%986,01813,1982022-01-31
Vanguard Total Stock Mkt Idx Inv2.704%0.241%981,7452,3592021-07-31
Vanguard Total Stock Mkt Idx Inv2.699%-0.184%979,943-1,8022021-08-31
Vanguard Total Stock Mkt Idx Inv2.699%-1.830%972,820-18,1292021-12-31
Vanguard Total Stock Mkt Idx Inv2.699%0.554%979,3865,3952021-06-30
Vanguard Small Cap Index2.534%5.869%908,42350,3632022-06-30
Vanguard Small Cap Index2.404%0.760%866,5746,5402021-11-30
Vanguard Small Cap Index2.395%-0.400%863,110-3,4642021-12-31
Vanguard Small Cap Index2.394%0.151%858,0601,2902022-05-31
Vanguard Small Cap Index2.391%-0.148%861,835-1,2752022-01-31
Vanguard Small Cap Index2.390%-0.299%859,260-2,5752022-02-28
Vanguard Small Cap Index2.386%0.447%860,0343,8252021-10-31
Vanguard Small Cap Index2.385%-0.261%857,015-2,2452022-03-31
Vanguard Small Cap Index2.381%-0.029%856,770-2452022-04-30
Vanguard Small Cap Index2.376%-0.508%856,209-4,3702021-09-30
Vanguard Small Cap Index2.370%0.455%860,5793,9002021-08-31
Vanguard Small Cap Index2.361%0.538%856,7194,5852021-06-30
Vanguard Small Cap Index2.360%-0.005%856,679-402021-07-31
iShares Russell 2000 ETF2.356%-0.016%849,140-1352021-11-30
Fuller & Thaler Small-Cap Value2.345%0.000%851,024851,0242020-09-30
iShares Russell 2000 ETF2.302%-0.415%829,801-3,4582021-12-29
iShares Russell 2000 ETF2.292%0.307%826,0532,5272021-10-29
iShares Russell 2000 ETF2.288%0.065%824,6145322021-12-31
iShares Russell 2000 ETF2.256%-0.159%818,875-1,3072021-08-31
iShares Russell 2000 ETF2.251%-0.593%809,291-4,8242022-02-28
iShares Russell 2000 ETF2.245%-1.025%809,053-8,3792022-01-31
iShares Russell 2000 ETF2.240%0.279%813,2582,2612021-09-30
iShares Russell 2000 ETF2.237%-0.721%811,725-5,8962021-06-30
iShares Russell 2000 ETF2.227%-0.315%800,914-2,5272022-03-31
iShares Russell 2000 ETF2.224%1.620%797,15112,7072022-06-29
iShares Russell 2000 ETF2.221%-0.193%806,412-1,5612021-07-30
iShares Russell 2000 ETF2.219%-0.230%795,317-1,8342022-06-30
iShares Russell 2000 ETF2.218%0.170%794,9331,3502022-05-31
iShares Russell 2000 ETF2.203%0.459%792,6913,6182022-04-28
iShares Russell 2000 ETF2.193%0.355%796,1812,8142021-07-28
iShares Russell 2000 ETF2.176%-1.234%782,909-9,7822022-04-29
iShares Russell 2000 ETF2.132%0.087%762,8096652022-07-29
Janus Henderson Small Cap Value L1.987%-7.837%721,005-61,3092021-03-31
Fidelity® Series Small Cap Opps1.908%-2.355%692,430-16,7002021-01-31
Janus Henderson Small Cap Value L1.721%0.000%619,36202022-03-31
Janus Henderson Small Cap Value L1.719%0.000%619,36202021-09-30
Janus Henderson Small Cap Value L1.719%0.000%619,36202021-12-31
Janus Henderson Small Cap Value L1.706%-14.097%619,362-101,6432021-06-30
Janus Henderson Small Cap Value L1.680%-2.965%601,000-18,3622022-06-30
Federated Hermes Kaufmann Small Cap A1.665%0.000%600,00002021-09-30
Federated Hermes Kaufmann Small Cap Grow1.665%0.000%600,00002021-09-30
Federated Hermes Kaufmann Small Cap A1.665%0.000%600,00002021-12-31
Federated Hermes Kaufmann Small Cap Grow1.665%0.000%600,00002021-12-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.657%4.405%597,33525,2002021-11-30
Fuller & Thaler Behavioral Small-Cap Eq1.657%4.405%597,33525,2002021-11-30
Fuller & Thaler Behavioral Small-Cap Eq1.657%0.000%595,58002022-02-28
Fuller & Thaler Behavioral Small-Cap Eq1.657%-0.254%594,070-1,5102022-03-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.657%0.000%594,07002022-04-30
Federated Hermes Kaufmann Small Cap A1.654%0.000%600,00002021-03-31
Federated Hermes Kaufmann Small Cap Grow1.654%0.000%600,00002021-03-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.653%0.000%594,07002022-02-28
Federated Hermes Kaufmann Small Cap A1.653%0.000%600,00002021-06-30
Federated Hermes Kaufmann Small Cap Grow1.653%0.000%600,00002021-06-30
Fuller & Thaler Behavioral Small-Cap Eq1.653%-0.294%595,580-1,7552021-12-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.652%0.000%594,07002022-01-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.651%0.000%594,07002022-03-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.648%-0.547%594,070-3,2652021-12-31
Fidelity® Series Small Cap Opps1.639%-4.121%595,097-25,5752021-05-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.587%18.137%572,13587,8372021-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.587%18.137%572,13587,8372021-09-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.587%0.000%572,13502021-10-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.542%0.000%551,57002022-06-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.539%-7.154%551,570-42,5002022-05-31
Fuller & Thaler Behavioral Small-Cap Eq1.539%-7.154%551,570-42,5002022-05-31
Victory Small Cap Value CIT (Net 75)1.509%3.846%540,00020,0002022-06-30
Victory Sycamore Small Company Opp R1.509%3.846%540,00020,0002022-06-30
Federated Hermes Kaufmann Small Cap A1.486%0.000%531,50002022-06-30
Federated Hermes Kaufmann Small Cap Grow1.486%0.000%531,50002022-06-30
Federated Hermes Kaufmann Small Cap A1.477%-11.417%531,500-68,5002022-03-31
Federated Hermes Kaufmann Small Cap Grow1.477%-11.417%531,500-68,5002022-03-31
Victory Small Cap Value CIT (Net 75)1.447%17.196%520,00076,3002022-03-31
Victory Sycamore Small Company Opp R1.447%17.196%520,00076,3002022-03-31
Vanguard Extended Market Index Investor1.416%0.328%514,0321,6802021-08-31
Vanguard Extended Market Index Investor1.411%1.999%512,35210,0392021-07-31
Vanguard Extended Market Index Investor1.384%-2.265%502,313-11,6402021-06-30
Vanguard Extended Market Index Investor1.363%0.179%491,3448762021-10-31
Vanguard Extended Market Index Investor1.361%-4.584%490,468-23,5642021-09-30
Vanguard Extended Market Index Investor1.350%-1.010%486,384-4,9602021-11-30
Fidelity® Series Small Cap Opps1.349%6.446%485,47229,4002022-02-28
Vanguard Extended Market Index Investor1.341%1.241%480,7075,8932022-06-30
Fidelity® Series Small Cap Opps1.334%0.770%484,4723,7002021-07-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.334%11.161%484,29848,6252021-06-30
Fuller & Thaler Behavioral Small-Cap Eq1.334%11.161%484,29848,6252021-06-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.334%0.000%484,29802021-07-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.334%0.000%484,29802021-08-31
Fuller & Thaler Behavioral Small-Cap Eq1.334%0.000%484,29802021-08-31
Fidelity® Series Small Cap Opps1.334%-0.764%480,772-3,7002021-08-31
Vanguard Extended Market Index Investor1.325%0.100%474,8144732022-05-31
Fidelity® Series Small Cap Opps1.324%-19.211%480,772-114,3252021-06-30
Vanguard Extended Market Index Investor1.322%0.678%475,2273,2012022-03-31
Vanguard Extended Market Index Investor1.322%-2.075%476,293-10,0912021-12-31
iShares S&P Small-Cap 600 Growth ETF1.319%0.517%471,8662,4252022-07-29
Vanguard Extended Market Index Investor1.318%-0.186%474,341-8862022-04-30
Vanguard Extended Market Index Investor1.313%0.162%472,0267652022-02-28
Vanguard Extended Market Index Investor1.308%-1.057%471,261-5,0322022-01-31
iShares S&P Small-Cap 600 Growth ETF1.302%0.000%472,58302021-09-30
iShares S&P Small-Cap 600 Growth ETF1.301%0.312%471,9171,4672021-06-30
Fidelity® Series Small Cap Opps1.300%-2.579%468,372-12,4002021-09-30
iShares S&P Small-Cap 600 Growth ETF1.297%0.000%470,93002021-08-31
Lord Abbett Developing Growth A1.293%0.000%462,44402022-06-30
Lord Abbett Developing Growth A1.290%0.000%462,44402022-04-30
Lord Abbett Developing Growth A1.290%0.000%462,44402022-05-31
iShares S&P Small-Cap 600 Growth ETF1.287%0.848%467,3093,9282021-07-30
Lord Abbett Developing Growth A1.285%25.909%462,44495,1602022-03-31
iShares S&P Small-Cap 600 Growth ETF1.276%-0.106%463,381-4912021-07-28
Fidelity® Series Small Cap Opps1.268%0.000%456,07202021-12-31
Fidelity® Series Small Cap Opps1.268%0.000%456,07202022-01-31
Fidelity® Series Small Cap Opps1.265%-2.626%456,072-12,3002021-10-31
Fidelity® Series Small Cap Opps1.265%0.000%456,07202021-11-30
RobecoSAM Sustainable Water B EUR1.259%15.768%453,81061,8102021-09-30
iShares S&P Small-Cap 600 Growth ETF1.241%0.000%447,14202021-10-29
iShares S&P Small-Cap 600 Growth ETF1.240%0.000%447,06002021-11-30
Victory Small Cap Value CIT (Net 75)1.231%184.788%443,700287,9002021-12-31
Victory Sycamore Small Company Opp R1.231%243.156%443,700314,4002021-12-31
T. Rowe Price QM US Small-Cap Gr Eq1.214%0.000%440,60002021-06-30
T. Rowe Price QM US Small-Cap Gr Eq1.201%-1.021%436,100-4,5002021-09-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.201%0.000%435,67302021-05-31
Fuller & Thaler Behavioral Small-Cap Eq1.201%2.905%435,67312,3002021-05-31
iShares S&P Small-Cap 600 Growth ETF1.193%0.000%427,57802022-05-31
T. Rowe Price QM US Small-Cap Gr Eq1.182%-0.212%423,000-9002022-06-30
T. Rowe Price QM US Small-Cap Gr Eq1.180%0.000%423,90002022-03-31
iShares S&P Small-Cap 600 Growth ETF1.177%0.000%423,35202022-04-28
iShares S&P Small-Cap 600 Growth ETF1.177%0.000%423,35202022-04-29
T. Rowe Price QM US Small-Cap Gr Eq1.176%-2.798%423,900-12,2002021-12-31
iShares S&P Small-Cap 600 Growth ETF1.174%0.000%420,78602022-06-29
iShares S&P Small-Cap 600 Growth ETF1.174%0.000%420,78602022-06-30
iShares S&P Small-Cap 600 Growth ETF1.168%0.000%420,08802022-02-28
iShares S&P Small-Cap 600 Growth ETF1.167%0.000%419,60502022-03-31
iShares S&P Small-Cap 600 Growth ETF1.161%0.415%418,2861,7282021-12-29
iShares S&P Small-Cap 600 Growth ETF1.157%-0.308%416,999-1,2872021-12-31
iShares S&P Small-Cap 600 Growth ETF1.157%0.411%416,8781,7072022-01-31
RobecoSAM Sustainable Water B EUR1.080%30.667%392,00092,0002021-08-31
Lord Abbett Developing Growth A1.022%17.318%367,28454,2162022-02-28
RobecoSAM Sustainable Water B EUR0.934%0.000%334,00002022-06-30
RobecoSAM Sustainable Water B EUR0.932%5.653%334,00017,8722022-05-31
RobecoSAM Sustainable Water B EUR0.918%3.125%330,00010,0002022-01-31
RobecoSAM Sustainable Water B EUR0.918%0.000%330,00002022-02-28
RobecoSAM Sustainable Water B EUR0.917%0.000%330,00002022-03-31
Brown Advisory Sm-Cp Fundamental Val Inv0.907%0.781%325,8242,5242022-03-31
Brown Advisory Sm-Cp Fundamental Val Inv0.906%0.000%325,82402022-04-30
DFA US Small Cap I0.905%0.000%326,04902021-09-30
DFA US Small Cap I0.905%0.000%326,04902021-10-31
Vanguard Tax-Managed Small Cap Adm0.901%0.000%322,84702022-05-31
Vanguard Tax-Managed Small Cap Adm0.901%0.000%322,84702022-06-30
Brown Advisory Sm-Cp Fundamental Val Inv0.899%0.335%323,3001,0782022-02-28
DFA US Small Cap I0.899%0.000%326,04902021-05-31
Vanguard Tax-Managed Small Cap Adm0.898%0.000%322,84702022-03-31
DFA US Small Cap I0.898%0.000%326,04902021-06-30
DFA US Small Cap I0.898%0.000%326,04902021-07-31
DFA US Small Cap I0.898%0.000%326,04902021-08-31
Vanguard Tax-Managed Small Cap Adm0.898%1.509%322,8474,8002022-02-28
Vanguard Tax-Managed Small Cap Adm0.897%0.000%322,84702022-04-30
Brown Advisory Sm-Cp Fundamental Val Inv0.896%-1.451%321,096-4,7282022-05-31
Brown Advisory Small-Cap Fdmtl Val Inv0.896%-1.451%321,096-4,7282022-05-31
Brown Advisory Sm-Cp Fundamental Val Inv0.894%2.141%322,2226,7552022-01-31
Brown Advisory Small-Cap Fdmtl Val Inv0.891%-0.746%318,702-2,3942022-06-30
RobecoSAM Sustainable Water B EUR0.888%21.909%320,00057,5092021-12-31
Vanguard Tax-Managed Small Cap Adm0.883%0.000%318,04702021-10-31
Vanguard Tax-Managed Small Cap Adm0.883%0.000%318,04702021-11-30
Vanguard Tax-Managed Small Cap Adm0.883%0.000%318,04702021-12-31
Vanguard Tax-Managed Small Cap Adm0.883%0.000%318,04702022-01-31
Vanguard Tax-Managed Small Cap Adm0.882%0.000%318,04702021-09-30
RobecoSAM Sustainable Water B EUR0.882%-4.204%316,128-13,8722022-04-30
DFA US Small Cap I0.882%-2.524%317,821-8,2282021-11-30
DFA US Small Cap I0.879%-0.355%316,693-1,1282021-12-31
Vanguard Tax-Managed Small Cap Adm0.876%0.569%318,0471,8002021-08-31
Brown Advisory Sm-Cp Fundamental Val Inv0.875%0.830%315,4672,5982021-10-31
Brown Advisory Sm-Cp Fundamental Val Inv0.875%0.000%315,46702021-11-30
Brown Advisory Sm-Cp Fundamental Val Inv0.875%0.000%315,46702021-12-31
Vanguard Tax-Managed Small Cap Adm0.872%0.000%316,24702021-06-30
Vanguard Tax-Managed Small Cap Adm0.871%0.000%316,24702021-07-31
Lord Abbett Developing Growth A0.871%33.158%313,06877,9582022-01-31
Brown Advisory Sm-Cp Fundamental Val Inv0.862%0.352%312,8691,0962021-09-30
Brown Advisory Sm-Cp Fundamental Val Inv0.859%0.433%311,7731,3442021-08-31
iShares Russell 2000 Growth ETF0.857%-0.115%307,033-3542022-05-31
Brown Advisory Sm-Cp Fundamental Val Inv0.855%0.463%310,4291,4302021-07-31
Brown Advisory Sm-Cp Fundamental Val Inv0.852%0.000%308,99902021-06-30
Vanguard Small Cap Value Index Inv0.835%8.622%299,29823,7582022-06-30
DFA US Small Cap I0.834%0.000%299,10602022-05-31
DFA US Small Cap I0.832%-5.553%299,106-17,5872022-01-31
RobecoSAM Sustainable Water B EUR0.826%57.604%300,000109,6502021-07-31
iShares Russell 2000 Growth ETF0.824%0.119%297,0823522021-12-29
iShares Russell 2000 Growth ETF0.821%0.000%296,02602021-12-31
TIAA-CREF Quant Small-Cap Equity Instl0.807%-8.089%292,920-25,7802021-05-31
RobecoSAM Sustainable Water B EUR0.799%-33.333%290,000-145,0002021-05-31
iShares Russell 2000 Growth ETF0.786%0.000%283,34602021-11-30
iShares Russell 2000 Growth ETF0.785%0.252%285,1497182021-07-30
iShares Russell 2000 Growth ETF0.784%0.000%284,79002021-07-28
iShares Russell 2000 Growth ETF0.782%0.000%283,71302021-08-31
iShares Russell 2000 Growth ETF0.780%0.248%283,1767002021-09-30
iShares Russell 2000 Growth ETF0.773%0.000%278,73502021-10-29
RobecoSAM Sustainable Water B EUR0.766%-39.182%276,000-177,8102021-10-31
Vanguard Small Cap Value Index Inv0.759%0.151%273,3614122021-12-31
Vanguard Small Cap Value Index Inv0.757%0.869%272,9492,3522021-11-30
Vanguard Small Cap Growth Index Inv0.753%-0.215%271,536-5842021-11-30
Westwood Quality SmallCap Fund Inst0.753%0.106%273,2312892021-09-30
Westwood Quality SmallCap Fund Inst0.752%17.715%272,94241,0752021-06-30
DFA US Micro Cap I0.751%0.000%272,59802021-06-30

Discussions

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wsb_pro

$FIX the greatest stock of all time
will not bow to the shorts
oh yeah

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a

$FIX good support.....

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turkeyday33

$FIX I need a smoke after this trade

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thaddeus_knieght

$FIX the best advice has been no stop losses. Would have cost a fortune!!!

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