Southern Missouri Bancorp Inc (SMBC) Ownership

53.54 ↑0.00 (0.00%)
As of August 9, 2022, 3:59pm EST.

Institutional Ownership

FJ Capital Management LLC is the biggest individual institutional holder of Southern Missouri Bancorp Inc (SMBC), owning a total of 707 thousand shares. Combined, the top 105 institutional holders of SMBC own 217.99% of the company with a total of 19.6 million shares.

In the latest ownership report, the top 105 institutional holders have increased their combined ownership of SMBC by 471 thousand shares, a 2.35% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FJ Capital Management LLC7.939%-0.014%707,000-1002021-06-30
FJ Capital Management LLC7.915%0.014%707,1001002021-03-31
BlackRock Inc7.679%7.573%686,06448,2972021-03-31
BlackRock Inc7.408%-3.843%659,698-26,3662021-06-30
BlackRock Inc7.187%-3.208%639,309-21,1862021-12-31
FMR Inc6.842%5.310%608,62030,6882021-12-31
FMR Inc6.724%2.840%625,90617,2862022-03-31
FMR Inc6.502%64.630%577,932226,8822021-09-30
Vanguard Group Inc4.680%19.578%415,93868,1002021-09-30
Vanguard Group Inc4.383%5.495%407,98621,2512022-03-31
Vanguard Group Inc4.348%-7.021%386,735-29,2032021-12-31
Manufacturers Life Insurance Co4.009%0.866%356,6323,0602021-12-31
Manufacturers Life Insurance Co3.978%0.030%353,5721072021-09-30
Manufacturers Life Insurance Co3.969%3.283%353,46511,2342021-06-30
FJ Capital Management LLC3.949%-50.354%351,000-356,0002021-09-30
FJ Capital Management LLC3.946%0.000%351,00002021-12-31
FMR Inc3.942%98.614%351,050174,3002021-06-30
Vanguard Group Inc3.906%11.595%347,83836,1402021-06-30
Manufacturers Life Insurance Co3.847%0.411%358,0971,4652022-03-31
Manufacturers Life Insurance Co3.831%0.507%342,2311,7262021-03-31
FJ Capital Management LLC3.764%0.087%351,3043042022-03-31
Vanguard Group Inc3.489%0.630%311,6981,9512021-03-31
Jacobs Asset Management, LLC3.452%-19.836%308,422-76,3162021-03-31
Epoch Investment Partners Inc3.165%44.452%294,61890,6622022-03-31
Dimensional Fund Advisors, Inc.2.637%0.522%234,5311,2172021-12-31
Dimensional Fund Advisors, Inc.2.625%1.502%233,3143,4522021-09-30
Raffles Associates LP2.614%0.000%232,29202021-09-30
Raffles Associates LP2.611%0.000%232,29202021-12-31
Raffles Associates LP2.609%0.000%232,29202021-06-30
Raffles Associates LP2.600%0.000%232,29202021-03-31
Dimensional Fund Advisors, Inc.2.590%3.065%241,7207,1892022-03-31
Dimensional Fund Advisors, Inc.2.588%-0.846%231,250-1,9732021-03-31
Dimensional Fund Advisors, Inc.2.581%-0.600%229,862-1,3882021-06-30
Jacobs Asset Management, LLC2.537%-26.749%225,923-82,4992021-06-30
Raffles Associates LP2.496%0.000%232,29202022-03-31
Missouri Trust & Investment Co2.425%0.000%215,733215,7332021-12-31
Missouri Trust & Investment Co2.318%0.000%215,73302022-03-31
Epoch Investment Partners Inc2.293%0.000%203,956203,9562021-12-31
Royce & Associates, LP2.256%17.901%201,51630,5962021-03-31
Royce & Associates, LP2.001%-11.595%178,151-23,3652021-06-30
FMR Inc1.978%52.431%176,75060,7962021-03-31
Jacobs Asset Management, LLC1.726%-32.091%153,423-72,5002021-09-30
State Street Corporation1.663%3.311%147,8114,7372021-09-30
State Street Corporation1.655%10.268%154,05514,3452022-03-31
State Street Corporation1.607%1.573%143,0742,2152021-06-30
State Street Corporation1.577%-6.375%140,859-9,5912021-03-31
State Street Corporation1.571%-5.481%139,710-8,1012021-12-31
Royce & Associates, LP1.554%-22.483%138,098-40,0532021-09-30
Renaissance Technologies Corp1.501%2.255%133,4772,9432021-12-31
Renaissance Technologies Corp1.469%17.774%130,53419,7002021-09-30
Geode Capital Management, LLC1.435%7.056%133,5838,8042022-03-31
Geode Capital Management, LLC1.403%1.544%124,7791,8972021-12-31
Geode Capital Management, LLC1.383%0.020%122,882242021-09-30
Geode Capital Management, LLC1.380%11.685%122,85812,8542021-06-30
Renaissance Technologies Corp1.345%-16.205%120,191-23,2432021-03-31
Renaissance Technologies Corp1.332%-7.141%123,946-9,5312022-03-31
Renaissance Technologies Corp1.245%-7.785%110,834-9,3572021-06-30
Geode Capital Management, LLC1.231%0.093%110,0041022020-12-31
Northern Trust Corp1.020%-21.175%91,101-24,4722021-03-31
Hya Advisors, Inc1.010%0.388%89,8653472022-03-31
Northern Trust Corp1.008%-1.492%89,742-1,3592021-06-30
Hya Advisors, Inc1.006%0.355%89,5183172021-12-31
Hya Advisors, Inc1.004%0.431%89,2013832021-09-30
Hya Advisors, Inc0.997%0.355%88,8183142021-06-30
Hya Advisors, Inc0.991%0.422%88,5043722021-03-31
Hya Advisors, Inc0.970%0.418%90,2413762022-06-30
Northern Trust Corp0.968%-4.183%85,988-3,7542021-09-30
Northern Trust Corp0.943%-2.481%83,855-2,1332021-12-31
Franklin Resources Inc0.913%-0.087%81,134-712021-09-30
Franklin Resources Inc0.912%0.067%81,205542021-06-30
Franklin Resources Inc0.908%0.044%81,151362021-03-31
Franklin Resources Inc0.866%-5.044%77,042-4,0922021-12-31
Northern Trust Corp0.866%-3.929%80,560-3,2952022-03-31
Franklin Resources Inc0.828%0.014%77,053112022-03-31
Hotchkis & Wiley Capital Management LLC0.684%2.985%61,0701,7702021-03-31
Hotchkis & Wiley Capital Management LLC0.672%-1.965%59,870-1,2002021-06-30
Royce & Associates, LP0.668%-56.951%59,450-78,6482021-12-31
Acadian Asset Management LLC0.643%22.799%57,16310,6132021-09-30
Jacobs Asset Management, LLC0.633%-63.305%56,299-97,1242021-12-31
Bank of New York Mellon Corp0.624%-1.435%55,700-8112021-03-31
Bank of New York Mellon Corp0.613%-2.915%54,547-1,6382021-12-31
Bank of New York Mellon Corp0.612%-2.124%54,517-1,1832021-06-30
Hotchkis & Wiley Capital Management LLC0.608%-9.704%54,060-5,8102021-09-30
Bank of New York Mellon Corp0.598%1.984%55,6291,0822022-03-31
Siena Capital Management, LLC0.570%0.000%50,69102021-09-30
Siena Capital Management, LLC0.570%0.000%50,69102021-12-31
Siena Capital Management, LLC0.569%0.000%50,69102021-06-30
Siena Capital Management, LLC0.567%0.000%50,69102021-03-31
Siena Capital Management, LLC0.545%0.000%50,69102022-03-31
Acadian Asset Management LLC0.523%165.848%46,55029,0402021-06-30
Barclays PLC0.444%189.522%39,51425,8662021-12-31
BlackRock Advisors (UK) Ltd0.425%189.522%39,51425,8662021-12-31
Mellon Investments Corporation0.414%0.428%36,8371572021-06-30
Nuveen Asset Management, LLC0.413%-5.917%36,923-2,3222021-03-31
Mellon Investments Corporation0.411%-2.496%36,680-9392021-03-31
Acadian Asset Management LLC0.391%17.784%36,3675,4912022-03-31
Assenagon Asset Management SA0.373%96.918%34,69517,0762022-03-31
Mellon Investments Corporation0.369%-0.216%32,778-712021-12-31
Acadian Asset Management LLC0.347%-45.986%30,876-26,2872021-12-31
American Century Companies Inc0.337%28.536%31,3686,9642022-03-31
Goldman Sachs Group Inc0.327%0.000%29,19729,1972021-03-31
Nuveen Asset Management, LLC0.306%0.995%28,2332782022-03-31
Bridgeway Capital Management, LLC0.285%0.000%25,30002021-09-30
Moors & Cabot Inc0.281%0.000%25,00025,0002021-09-30
Morgan Stanley - Brokerage Accounts0.277%105.706%24,62312,6532021-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Southern Missouri Bancorp Inc (SMBC), owning a total of 327 thousand shares. Combined, the top 257 mutual fund holders of SMBC own 259.75% of the company with a total of 23.4 million shares.

In the latest ownership report, the top 257 mutual funds have increased their combined ownership of SMBC by 464 thousand shares, a 1.95% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.668%50.358%326,646109,4002021-08-31
Vanguard Total Stock Mkt Idx Inv3.090%-16.021%274,314-52,3322021-09-30
Vanguard Total Stock Mkt Idx Inv2.849%-7.796%252,929-21,3852021-10-31
Vanguard Total Stock Mkt Idx Inv2.846%0.000%252,92902021-11-30
Vanguard Total Stock Mkt Idx Inv2.742%-3.639%243,725-9,2042021-12-31
Vanguard Total Stock Mkt Idx Inv2.668%-2.810%236,876-6,8492022-01-31
Vanguard Total Stock Mkt Idx Inv2.607%-2.113%231,871-5,0052022-02-28
Vanguard Total Stock Mkt Idx Inv2.449%-6.064%217,810-14,0612022-03-31
Vanguard Total Stock Mkt Idx Inv2.440%4.293%217,2468,9432021-07-31
Vanguard Total Stock Mkt Idx Inv2.340%0.000%217,81002022-05-31
Vanguard Total Stock Mkt Idx Inv2.340%0.000%217,81002022-06-30
Vanguard Total Stock Mkt Idx Inv2.334%0.000%217,81002022-04-30
Vanguard Total Stock Mkt Idx Inv2.332%16.692%208,30329,7962021-06-30
JHancock Regional Bank A2.280%0.000%202,81302021-08-31
JHancock Regional Bank A2.278%0.000%202,81302021-06-30
JHancock Regional Bank A2.278%0.000%202,81302021-07-31
JHancock Regional Bank A2.270%0.000%202,81302021-05-31
JHancock Regional Bank A2.252%-1.405%199,964-2,8492021-09-30
JHancock Regional Bank A2.250%0.000%199,96402021-10-31
JHancock Regional Bank A2.250%0.000%199,96402021-11-30
JHancock Regional Bank A2.216%-1.589%196,786-3,1782021-12-31
JHancock Regional Bank A2.212%0.000%196,78602022-01-31
JHancock Regional Bank A2.212%0.000%196,78602022-02-28
iShares Russell 2000 ETF2.139%-0.100%190,469-1902021-08-31
Fidelity® Small Cap Stock2.132%20.605%189,44632,3662021-10-31
iShares Russell 2000 ETF2.123%-0.714%189,667-1,3642021-06-30
JHancock Regional Bank A2.114%0.000%196,78602022-04-30
JHancock Regional Bank A2.109%0.000%196,78602022-03-31
iShares Russell 2000 ETF2.106%-0.690%187,497-1,3022021-07-30
JHancock Regional Bank A2.097%-0.818%195,176-1,6102022-05-31
iShares Russell 2000 ETF2.093%-0.016%186,034-302021-11-30
iShares Russell 2000 ETF2.089%0.351%186,0716512021-07-28
iShares Russell 2000 ETF2.076%-0.421%184,504-7802021-12-29
iShares Russell 2000 ETF2.063%0.066%183,3341202021-12-31
iShares Russell 2000 ETF2.032%0.306%180,4285512021-10-29
iShares Russell 2000 ETF2.024%-1.040%179,898-1,8902022-01-31
iShares Russell 2000 ETF2.005%0.277%178,3694932021-09-30
iShares Russell 2000 ETF2.005%-0.950%178,372-1,7112022-03-30
iShares Russell 2000 ETF2.003%-0.583%178,198-1,0442022-02-28
iShares Russell 2000 ETF1.999%-0.309%177,821-5512022-03-31
Fidelity® Small Cap Stock1.964%3.430%174,8805,8002021-05-31
Fidelity® Small Cap Stock1.964%0.000%174,88002021-06-30
Fidelity® Low-Priced Stock1.960%-0.051%180,873-932022-05-31
Fidelity® Low-Priced Stock1.944%17.702%180,96627,2162022-04-30
Fidelity® Small Cap Stock1.938%-9.066%172,271-17,1752021-11-30
Fidelity® Small Cap Stock1.936%0.000%171,88002021-08-31
Fidelity® Small Cap Stock1.932%-1.716%171,880-3,0002021-07-31
iShares Russell 2000 ETF1.924%1.596%179,0742,8132022-06-29
iShares Russell 2000 ETF1.919%-0.227%178,668-4062022-06-30
iShares Russell 2000 ETF1.866%0.167%173,6512902022-05-31
iShares Russell 2000 ETF1.862%0.757%173,7321,3052022-04-27
iShares Russell 2000 ETF1.847%-1.213%172,398-2,1172022-04-29
iShares Russell 2000 ETF1.831%0.089%168,9091502022-07-29
Fidelity® Small Cap Stock1.767%-8.611%157,080-14,8002021-09-30
Fidelity® Low-Priced Stock1.685%7.072%149,8929,9002022-01-31
Fidelity® Low-Priced Stock1.652%2.775%153,7504,1522022-03-31
Fidelity® Small Cap Stock1.612%-16.752%143,413-28,8582021-12-31
Fidelity® Low-Priced Stock1.603%-0.196%149,598-2942022-02-28
Fidelity® Low-Priced Stock1.574%3.886%139,9925,2362021-12-31
Fidelity® Small Cap Stock1.567%-2.789%139,413-4,0002022-01-31
Fidelity® Low-Priced Stock1.516%0.000%134,75602021-11-30
Fidelity® Low-Priced Stock1.516%19.778%134,75622,2512021-09-30
Fidelity® Low-Priced Stock1.516%0.000%134,75602021-10-31
Fidelity® Small Cap Stock1.498%0.000%139,41302022-03-31
Fidelity® Small Cap Stock1.494%0.000%139,41302022-02-28
Fidelity® Low-Priced Stock1.267%9.904%112,50510,1382021-08-31
Fidelity® Small Cap Stock1.224%0.000%109,380109,3802021-01-31
JH Financial Opportunities1.194%0.000%105,98002021-09-30
JH Financial Opportunities1.194%0.000%105,98002021-12-31
JH Financial Opportunities1.192%0.000%105,98002021-10-31
JH Financial Opportunities1.192%0.000%105,98002021-11-30
JH Financial Opportunities1.192%0.000%105,98002021-08-31
JH Financial Opportunities1.191%0.000%105,98002022-01-31
JH Financial Opportunities1.191%0.000%105,98002022-02-28
JH Financial Opportunities1.190%0.000%105,98002021-06-30
JH Financial Opportunities1.190%0.000%105,98002021-07-31
JH Financial Opportunities1.186%0.000%105,98002021-05-31
United US Equity Small Cap Pool Class A1.173%39.189%104,32229,3722021-12-31
Fidelity® Low-Priced Stock1.151%32.314%102,36725,0002021-07-31
JH Financial Opportunities1.139%0.000%105,98002022-04-30
JH Financial Opportunities1.139%0.000%105,98002022-05-31
JH Financial Opportunities1.136%0.000%105,98002022-03-31
Vanguard Extended Market Index Investor1.125%1.009%100,0941,0002022-03-31
Vanguard Extended Market Index Investor1.114%1.019%99,0941,0002022-02-28
Vanguard Extended Market Index Investor1.105%1.448%98,0941,4002022-01-31
Vanguard Extended Market Index Investor1.099%2.207%102,3032,2092022-05-31
Vanguard Extended Market Index Investor1.099%0.000%102,30302022-06-30
Vanguard Extended Market Index Investor1.093%0.414%97,1364002021-11-30
Vanguard Extended Market Index Investor1.090%-0.168%96,736-1632021-09-30
Vanguard Extended Market Index Investor1.090%0.000%96,73602021-10-31
Vanguard Extended Market Index Investor1.088%0.000%96,89902021-07-31
Vanguard Extended Market Index Investor1.088%0.000%96,89902021-08-31
Vanguard Extended Market Index Investor1.088%-0.455%96,694-4422021-12-31
Vanguard Extended Market Index Investor1.085%0.000%96,89902021-06-30
Vanguard Extended Market Index Investor1.073%0.000%100,09402022-04-30
iShares Russell 2000 Value ETF1.044%-0.246%93,306-2302021-06-30
Royce Capital Small-Cap Inv1.024%-13.388%91,509-14,1452021-06-30
iShares Russell 2000 Value ETF1.009%-0.205%89,810-1842021-07-28
iShares Russell 2000 Value ETF1.009%0.000%89,81002021-07-30
iShares Russell 2000 Value ETF1.000%0.000%89,07402021-08-31
iShares Russell 2000 Value ETF0.962%0.000%85,52402021-09-30
iShares Russell 2000 Value ETF0.955%0.000%84,82002021-10-29
iShares Russell 2000 Value ETF0.953%0.000%84,68802021-12-29
iShares Russell 2000 Value ETF0.953%0.000%84,68802021-12-31
iShares Russell 2000 Value ETF0.948%0.000%84,24802021-11-30
iShares Russell 2000 Value ETF0.944%0.000%83,89602022-01-31
iShares Russell 2000 Value ETF0.919%0.000%81,78402022-02-28
Franklin MicroCap Value A0.911%0.000%80,90002021-10-31
Franklin MicroCap Value A0.910%0.000%80,90002021-09-30
Franklin MicroCap Value A0.909%0.000%80,90002021-07-31
Franklin MicroCap Value A0.909%0.000%80,90002021-08-31
Franklin MicroCap Value A0.906%0.000%80,90002021-06-30
Fidelity Global Intrinsic Value Cl F50.899%0.000%80,00002021-12-31
iShares Russell 2000 Value ETF0.898%-0.494%79,848-3962022-03-30
iShares Russell 2000 Value ETF0.898%0.000%79,84802022-03-31
Royce Capital Small-Cap Inv0.877%-14.743%78,018-13,4912021-09-30
Fidelity® Low-Priced Stock0.869%0.000%77,36777,3672021-06-30
Franklin MicroCap Value A0.865%0.000%76,80002022-01-31
Fidelity Global Intrinsic Value Cl F50.865%0.625%80,5005002022-03-31
Franklin MicroCap Value A0.864%-5.068%76,800-4,1002021-11-30
Franklin MicroCap Value A0.864%0.000%76,80002021-12-31
Franklin MicroCap Value A0.863%0.000%76,80002022-02-28
Franklin MicroCap Value A0.863%0.000%76,80002022-03-31
United US Equity Small Cap Corp Cl OF0.860%40.842%76,50122,1842021-12-31
iShares Russell 2000 Value ETF0.859%0.000%79,98102022-06-29
iShares Russell 2000 Value ETF0.859%0.000%79,98102022-06-30
iShares Russell 2000 Value ETF0.856%0.000%79,02102022-07-29
Fidelity Global Intrinsic Value Cl F50.844%58.298%75,00027,6212021-09-30
Franklin MicroCap Value A0.832%0.000%76,80002022-06-30
Franklin MicroCap Value A0.825%0.000%76,80002022-05-31
Franklin MicroCap Value A0.823%0.000%76,80002022-04-30
iShares Russell 2000 Value ETF0.809%-0.579%75,536-4402022-04-27
iShares Russell 2000 Value ETF0.807%-0.291%75,316-2202022-04-29
iShares Russell 2000 Value ETF0.790%0.000%73,51202022-05-31
Fidelity® Small Cap Index0.631%0.000%56,01902021-08-31
Fidelity® Small Cap Index0.630%0.968%56,0195372021-07-31
Fidelity® Small Cap Index0.627%3.599%55,7271,9362021-11-30
Fidelity® Small Cap Index0.623%3.303%55,4821,7742021-06-30
Fidelity® Small Cap Index0.621%1.157%57,3396562022-05-31
Fidelity® Small Cap Index0.619%1.800%55,0979742022-01-31
Fidelity® Small Cap Index0.609%0.000%56,68302022-03-31
Fidelity® Small Cap Index0.609%0.000%56,68302022-04-30
Fidelity® Small Cap Index0.608%-2.878%54,123-1,6042021-12-31
Fidelity® Small Cap Index0.607%2.879%56,6831,5862022-02-28
Fidelity® Small Cap Index0.605%-3.977%53,791-2,2282021-09-30
Fidelity® Small Cap Index0.605%0.000%53,79102021-10-31
Fidelity® Small Cap Index0.603%0.000%53,70802021-05-31
Royce Pennsylvania Mutual Invmt0.583%-9.691%52,093-5,5902021-06-30
Fidelity® Small Cap Index0.532%0.000%47,54202021-01-31
Vanguard Dividend Appreciation ETF0.519%0.000%46,18546,1852022-03-31
DFA US Small Cap I0.507%1.848%46,7938492022-06-30
Vanguard Dividend Appreciation ETF0.503%0.442%46,8232062022-06-30
Vanguard Dividend Appreciation ETF0.501%0.557%46,6172582022-05-31
Vanguard Dividend Appreciation ETF0.497%0.377%46,3591742022-04-30
DFA US Small Cap I0.494%5.113%45,9442,2352022-05-31
DFA US Small Cap I0.478%0.000%42,43502021-12-31
DFA US Small Cap I0.477%0.832%42,4353502021-10-31
DFA US Small Cap I0.477%0.000%42,43502021-11-30
DFA US Small Cap I0.477%0.000%42,43502022-01-31
DFA US Small Cap I0.477%0.000%42,43502022-02-28
DFA US Small Cap I0.474%1.716%42,0857102021-09-30
DFA US Micro Cap I0.474%0.000%42,03802021-09-30
DFA US Micro Cap I0.473%0.000%42,03802021-10-31
DFA US Micro Cap I0.473%0.000%42,03802021-11-30
DFA US Micro Cap I0.473%0.000%42,03802021-12-31
DFA US Micro Cap I0.473%0.000%42,03802021-08-31
DFA US Micro Cap I0.473%0.000%42,03802022-01-31
DFA US Micro Cap I0.473%0.000%42,03802022-02-28
Fidelity® Extended Market Index0.472%9.233%43,5743,6832022-06-30
DFA US Micro Cap I0.472%1.940%42,0388002021-06-30
DFA US Micro Cap I0.472%0.000%42,03802021-07-31
DFA US Small Cap I0.470%0.000%43,70902022-04-30
DFA US Small Cap I0.468%3.002%43,7091,2742022-03-31
DFA US Small Cap I0.465%2.287%41,3759252021-08-31
DFA US Micro Cap I0.462%0.000%41,23802021-05-31
DFA US Micro Cap I0.456%0.000%42,03802022-06-30
DFA US Small Cap I0.454%3.023%40,4501,1872021-07-31
DFA US Micro Cap I0.452%0.000%42,03802022-04-30
DFA US Micro Cap I0.452%0.000%42,03802022-05-31
DFA US Micro Cap I0.450%0.000%42,03802022-03-31
Fidelity® Extended Market Index0.448%3.934%39,8911,5102022-01-31
Fidelity® Extended Market Index0.448%0.000%39,89102022-02-28
DFA US Small Cap I0.441%2.120%39,2638152021-06-30
Fidelity® Extended Market Index0.433%3.608%38,4801,3402021-09-30
Fidelity® Extended Market Index0.433%0.000%38,48002021-10-31
Fidelity® Extended Market Index0.432%0.000%38,38102021-12-31
Fidelity® Extended Market Index0.432%-0.257%38,381-992021-11-30
DFA US Small Cap I0.430%0.000%38,44802021-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.430%0.000%38,14402021-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.430%0.000%38,14402022-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.429%0.000%38,14402021-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.429%0.000%38,14402021-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.429%0.000%38,14402021-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.429%0.000%38,14402022-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.429%0.000%38,14402022-03-31
Fidelity® Extended Market Index0.429%0.000%39,89102022-04-30
Fidelity® Extended Market Index0.429%0.000%39,89102022-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.428%0.000%38,14402021-07-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.428%0.000%38,14402021-08-31
Fidelity® Extended Market Index0.427%0.000%39,89102022-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.427%0.000%38,14402021-06-30
DFA US Targeted Value I0.424%12.227%39,0734,2572022-06-30
Fidelity® Extended Market Index0.418%0.000%37,14002021-08-31
Fidelity® Extended Market Index0.417%6.005%37,1402,1042021-06-30
Fidelity® Extended Market Index0.417%0.000%37,14002021-07-31
Royce Capital Small-Cap Inv0.416%681.433%38,38433,4722022-06-30
BSF Americas Div Eq Abs Ret A2 USD0.414%0.000%36,80636,8062021-10-31
BSF Americas Div Eq Abs Ret A2 USD0.414%0.000%36,80602021-11-30
Manulife US Bank Equity Mother Fund0.414%35.036%36,8009,5482021-07-20
State St Russell Sm/Mid Cp® Indx NL Cl C0.410%0.000%38,14402022-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.410%0.000%38,14402022-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.409%0.000%38,14402022-04-30
Royce Capital Small-Cap Inv0.408%-53.581%36,215-41,8032021-12-31
Avantis® U.S. Small Cap Value ETF0.399%0.000%36,81402022-07-29
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002021-09-30
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002021-10-31
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002021-11-30
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002021-12-31
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002021-08-31
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002022-01-31
Strategic Advisers® Fidelity US TtlStk0.394%0.000%35,00002022-02-28
Strategic Advisers® Fidelity US TtlStk0.393%16.667%35,0005,0002021-07-31
Fidelity® Extended Market Index0.392%0.000%35,03602021-05-31
Avantis® U.S. Small Cap Value ETF0.389%0.000%36,18802022-06-29
Avantis® U.S. Small Cap Value ETF0.389%0.000%36,18802022-06-30
Strategic Advisers® Fidelity US TtlStk0.376%0.000%35,00002022-04-30
Strategic Advisers® Fidelity US TtlStk0.376%0.000%35,00002022-05-31
Strategic Advisers® Fidelity US TtlStk0.375%0.000%35,00002022-03-31
Royce Small-Cap Value Service0.375%-9.463%33,486-3,5002021-06-30
DFA US Targeted Value I0.374%0.744%34,8162572022-05-31
DFA US Targeted Value I0.371%1.519%34,5595172022-04-30
DFA US Targeted Value I0.371%0.000%32,93202021-09-30
DFA US Targeted Value I0.371%0.000%32,93202021-12-31
DFA US Targeted Value I0.371%0.000%32,93202021-10-31
DFA US Targeted Value I0.371%0.000%32,93202021-11-30
DFA US Targeted Value I0.370%0.000%32,93202021-08-31
DFA US Targeted Value I0.370%0.000%32,93202022-01-31
DFA US Targeted Value I0.370%5.785%32,9321,8012021-06-30
DFA US Targeted Value I0.370%0.000%32,93202021-07-31
Fidelity Global Intrinsic Val CN Cl F0.369%-0.352%32,844-1162021-12-31
DFA US Targeted Value I0.365%1.673%34,0425602022-03-31
DFA US Targeted Value I0.359%1.670%33,4825502022-02-28
Royce Pennsylvania Mutual Invmt0.356%-39.309%31,616-20,4772021-09-30
State St Russell Sm Cap® Indx NL Cl C0.353%1.594%31,2954912022-01-31
DFA US Targeted Value I0.349%2.089%31,1316372021-05-31
State St Russell Sm Cap® Indx NL Cl C0.347%0.000%30,80402021-10-31
State St Russell Sm Cap® Indx NL Cl C0.347%0.000%30,80402021-11-30
State St Russell Sm Cap® Indx NL Cl C0.347%0.000%30,80402021-12-31
State St Russell Sm Cap® Indx NL Cl C0.346%0.000%30,80402021-09-30
State St Russell Sm Cap® Indx NL Cl C0.346%0.000%30,80402021-07-31
State St Russell Sm Cap® Indx NL Cl C0.346%0.000%30,80402021-08-31
State St Russell Sm Cap® Indx NL Cl C0.345%0.000%30,80402021-06-30
Fidelity Global Intrinsic Val CN Cl F0.340%56.362%30,19210,8832021-09-30
Strategic Advisers® Fidelity US TtlStk0.337%0.000%30,00002021-06-30
Strategic Advisers® Fidelity US TtlStk0.336%366.853%30,00023,5742021-05-31
NT R2000 Value Index Fund - NL0.316%0.000%28,10202021-09-30
NT R2000 Value Index Fund - NL0.315%-0.365%28,102-1032021-06-30

Discussions

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rikutarii3

$SMBC I'll say it again slowwwllyyyy! Better stocks to short by far

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micmic

$SMBC it's going down??

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leahmccourt

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

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