Sotherly Hotels Inc (SOHO) Ownership

2.81 ↑0.10 (3.51%)
As of August 17, 2022, 12:19pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Sotherly Hotels Inc (SOHO), owning a total of 731 thousand shares. Combined, the top 107 institutional holders of SOHO own 75.07% of the company with a total of 12.6 million shares.

In the latest ownership report, the top 107 institutional holders have increased their combined ownership of SOHO by 1 million shares, a 7.05% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc4.817%0.000%730,99002021-03-31
Thompson Davis & Co Inc4.301%3.451%779,34225,9972022-03-31
Thompson Davis & Co Inc4.273%0.000%753,345753,3452021-12-31
Vanguard Group Inc3.535%-19.155%590,969-140,0212021-06-30
Vanguard Group Inc3.535%0.000%590,96902021-09-30
Vanguard Group Inc3.528%4.115%615,28624,3172021-12-31
Vanguard Group Inc3.339%-1.681%604,941-10,3452022-03-31
Spc Financial Inc2.672%-0.491%405,500-2,0002021-03-31
Spc Financial Inc2.672%0.000%405,50002021-06-30
Spc Financial Inc2.426%0.000%405,50002021-09-30
Spc Financial Inc2.325%0.000%405,50002021-12-31
Spc Financial Inc2.238%0.000%405,50002022-03-31
CIBC World Markets Inc.1.708%0.000%259,11402021-03-31
Renaissance Technologies Corp1.553%-6.801%235,715-17,2002021-03-31
CIBC World Markets Inc.1.550%0.000%259,11402021-06-30
Bard Associates Inc1.514%6.711%274,28617,2502022-03-31
Bard Associates Inc1.474%8.506%257,03620,1502021-12-31
Bard Associates Inc1.417%8.558%236,88618,6752021-09-30
LSV Asset Management1.325%0.000%201,00202021-03-31
Bard Associates Inc1.305%20.986%218,21137,8502021-06-30
LSV Asset Management1.202%0.000%201,00202021-06-30
Bard Associates Inc1.189%2.851%180,3615,0002021-03-31
LSV Asset Management1.155%0.000%201,00202021-09-30
LSV Asset Management1.153%0.000%201,00202021-12-31
LSV Asset Management1.076%-3.035%194,902-6,1002022-03-31
Renaissance Technologies Corp0.817%-42.066%136,559-99,1562021-06-30
Dimensional Fund Advisors, Inc.0.740%0.000%112,32702021-03-31
Dimensional Fund Advisors, Inc.0.672%0.000%112,32702021-06-30
Dimensional Fund Advisors, Inc.0.672%0.000%112,32702021-09-30
Dimensional Fund Advisors, Inc.0.644%0.000%112,32702021-12-31
Dimensional Fund Advisors, Inc.0.620%0.023%112,353262022-03-31
Geode Capital Management, LLC0.536%5.011%89,5644,2742021-09-30
Geode Capital Management, LLC0.514%0.000%89,56402021-12-31
Geode Capital Management, LLC0.510%44.662%85,29026,3322021-06-30
Geode Capital Management, LLC0.494%0.000%89,56402022-03-31
PSI Advisors, LLC0.415%90.304%75,17035,6702022-03-31
Squarepoint Ops LLC0.410%61.922%68,54826,2142021-06-30
Geode Capital Management, LLC0.389%-18.716%58,958-13,5752020-12-31
Squarepoint Ops LLC0.335%-18.298%56,005-12,5432021-09-30
BlackRock Inc0.329%-23.478%49,920-15,3162021-03-31
Renaissance Technologies Corp0.318%13.251%55,5096,4952021-12-31
BlackRock Inc0.302%1.172%50,5055852021-06-30
Bank of New York Mellon Corp0.289%-7.154%43,880-3,3812021-03-31
BlackRock Inc0.287%5.664%50,0372,6822021-12-31
Renaissance Technologies Corp0.282%-64.108%49,014-87,5452021-09-30
Squarepoint Ops LLC0.279%-4.196%42,334-1,8542021-03-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.278%22.731%46,4348,6002021-09-30
Prime Capital Investment Advisors, LLC0.272%0.000%45,41145,4112021-06-30
Renaissance Technologies Corp0.267%-12.839%48,382-7,1272022-03-31
Citadel Advisors Llc0.250%0.000%41,83541,8352021-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.250%5.851%45,2282,5002022-03-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.245%-7.981%42,728-3,7062021-12-31
Golden State Equity Partners0.230%0.000%38,50038,5002021-09-30
Bank of New York Mellon Corp0.229%-12.596%38,353-5,5272021-06-30
Morgan Stanley - Brokerage Accounts0.228%163.296%41,36925,6572022-03-31
PSI Advisors, LLC0.227%21.084%39,5006,8782021-12-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.226%90.398%37,83417,9632021-06-30
Bank of New York Mellon Corp0.220%0.000%38,35302021-12-31
Squarepoint Ops LLC0.213%-33.531%37,226-18,7792021-12-31
Bank of New York Mellon Corp0.212%0.000%38,35302022-03-31
Citadel Advisors Llc0.197%0.000%29,86329,8632021-03-31
PSI Advisors, LLC0.195%0.000%32,62232,6222021-09-30
Squarepoint Ops LLC0.183%-11.086%33,099-4,1272022-03-31
J.W. COLE ADVISORS, INC.0.173%10.993%31,3003,1002022-03-31
Moors & Cabot Inc0.172%0.000%30,00030,0002021-09-30
J.W. COLE ADVISORS, INC.0.166%-3.994%30,050-1,2502022-06-30
J.W. COLE ADVISORS, INC.0.162%0.000%28,20028,2002021-12-31
Northern Trust Corp0.157%-11.932%23,782-3,2222021-03-31
California Public Employees Retrmnt Sys0.153%0.000%23,20002021-03-31
Virtu Financial LLC0.147%0.000%26,60726,6072022-03-31
Northern Trust Corp0.142%0.000%23,78202021-06-30
Northern Trust Corp0.142%0.000%23,78202021-09-30
Northern Trust Corp0.136%-0.521%23,658-1242021-12-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.131%0.761%19,8711502021-03-31
Northern Trust Corp0.131%0.000%23,65802022-03-31
Tower Research Capital LLC0.127%13.974%23,0332,8242022-03-31
Tower Research Capital LLC0.127%11.107%21,1982,1192021-09-30
Tower Research Capital LLC0.116%-4.666%20,209-9892021-12-31
Tower Research Capital LLC0.114%0.000%19,07919,0792021-06-30
Citadel Advisors Llc0.096%0.000%17,32017,3202022-03-31
TWO SIGMA SECURITIES, LLC0.093%0.000%15,56415,5642021-06-30
Bollard Group LLC0.090%0.000%13,67902021-03-31
Morgan Stanley - Brokerage Accounts0.090%59.173%15,7125,8412021-12-31
Virtu Financial LLC0.088%-48.533%13,275-12,5182021-03-31
Advisor Group Holdings, Inc.0.085%-25.153%12,870-4,3252021-03-31
Bollard Group LLC0.082%0.000%13,67902021-06-30
Bollard Group LLC0.082%0.000%13,67902021-09-30
Two Sigma Investments LLC0.081%0.000%13,48713,4872021-06-30
Bollard Group LLC0.078%0.000%13,67902021-12-31
Advisor Group Holdings, Inc.0.077%0.000%12,87002021-06-30
Bollard Group LLC0.076%0.000%13,67902022-03-31
Stifel Financial Corp0.066%0.000%10,00002021-03-31
Morgan Stanley - Brokerage Accounts0.065%4.429%9,8084162021-03-31
Stifel Financial Corp0.060%0.000%10,00002021-06-30
Stifel Financial Corp0.060%0.000%10,00002021-09-30
Morgan Stanley - Brokerage Accounts0.059%0.910%9,871892021-09-30
Morgan Stanley - Brokerage Accounts0.059%-0.265%9,782-262021-06-30
State Street Corporation0.059%0.000%10,60310,6032022-03-31
Advisor Group Holdings, Inc.0.045%-41.764%7,495-5,3752021-09-30
Advisor Group Holdings, Inc.0.043%0.000%7,49502021-12-31
Barclays PLC0.037%0.000%5,5915,5912021-03-31
Lowe fs, LLC0.032%0.000%5,29102021-06-30
Nisa Investment Advisors, L.L.C.0.029%0.000%4,85202021-06-30
Nisa Investment Advisors, L.L.C.0.028%0.000%4,85202021-09-30
Nisa Investment Advisors, L.L.C.0.028%0.000%4,85202021-12-31
Nisa Investment Advisors, L.L.C.0.027%0.000%4,85202022-03-31
UBS Group AG0.011%-49.869%1,906-1,8962021-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Sotherly Hotels Inc (SOHO), owning a total of 338 thousand shares. Combined, the top 228 mutual fund holders of SOHO own 67.35% of the company with a total of 11.5 million shares.

In the latest ownership report, the top 228 mutual funds have decreased their combined ownership of SOHO by 138 thousand shares, a 1.18% decrease 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 Inv2.224%-36.296%337,518-192,3002021-06-30
Vanguard Total Stock Mkt Idx Inv2.021%0.101%337,8593412021-09-30
Vanguard Total Stock Mkt Idx Inv2.021%0.000%337,85902021-10-31
Vanguard Total Stock Mkt Idx Inv2.021%0.000%337,85902021-11-30
Vanguard Total Stock Mkt Idx Inv2.019%0.000%337,51802021-07-31
Vanguard Total Stock Mkt Idx Inv2.019%0.000%337,51802021-08-31
Vanguard Total Stock Mkt Idx Inv1.941%0.000%337,85902021-12-31
Vanguard Total Stock Mkt Idx Inv1.937%0.000%337,85902022-01-31
Vanguard Total Stock Mkt Idx Inv1.937%0.000%337,85902022-02-28
Vanguard Total Stock Mkt Idx Inv1.893%0.000%337,85902022-03-31
Vanguard Total Stock Mkt Idx Inv1.865%0.000%337,85902022-04-30
Vanguard Total Stock Mkt Idx Inv1.865%0.000%337,85902022-05-31
Vanguard Total Stock Mkt Idx Inv1.865%0.000%337,85902022-06-30
Vanguard Extended Market Index Investor1.444%3.642%219,1437,7002021-06-30
Vanguard Extended Market Index Investor1.311%0.000%219,14302021-07-31
Vanguard Extended Market Index Investor1.311%0.000%219,14302021-08-31
Vanguard Extended Market Index Investor1.309%-0.156%218,802-3412021-09-30
Vanguard Extended Market Index Investor1.309%0.000%218,80202021-10-31
Vanguard Extended Market Index Investor1.309%0.000%218,80202021-11-30
Vanguard Extended Market Index Investor1.252%-0.358%218,019-7832021-12-31
Vanguard Extended Market Index Investor1.250%0.000%218,01902022-01-31
Vanguard Extended Market Index Investor1.250%0.000%218,01902022-02-28
Vanguard Extended Market Index Investor1.222%0.000%218,01902022-03-31
Vanguard Extended Market Index Investor1.203%0.000%218,01902022-04-30
Vanguard Extended Market Index Investor1.203%0.000%218,01902022-05-31
Vanguard Extended Market Index Investor1.203%0.000%218,01902022-06-30
DFA Real Estate Securities I0.681%0.000%103,27102021-05-31
DFA Real Estate Securities I0.681%0.000%103,27102021-06-30
DFA Real Estate Securities I0.618%0.000%103,27102021-07-31
DFA Real Estate Securities I0.618%0.000%103,27102021-08-31
DFA Real Estate Securities I0.618%0.000%103,27102021-09-30
DFA Real Estate Securities I0.618%0.000%103,27102021-10-31
DFA Real Estate Securities I0.593%0.000%103,27102021-11-30
DFA Real Estate Securities I0.592%0.000%103,27102021-12-31
DFA Real Estate Securities I0.592%0.000%103,27102022-01-31
DFA Real Estate Securities I0.586%0.000%103,27102022-02-28
DFA Real Estate Securities I0.570%0.000%103,27102022-03-31
DFA Real Estate Securities I0.570%0.000%103,27102022-04-30
DFA Real Estate Securities I0.570%0.000%103,27102022-05-31
DFA Real Estate Securities I0.570%0.000%103,27102022-06-30
Fidelity® Extended Market Index0.446%12.093%67,6947,3032021-06-30
Fidelity® Extended Market Index0.405%0.000%67,69402021-07-31
Fidelity® Extended Market Index0.405%0.000%67,69402021-08-31
Fidelity® Extended Market Index0.405%0.000%67,69402021-09-30
Fidelity® Extended Market Index0.405%0.000%67,69402021-10-31
Fidelity® Extended Market Index0.398%46.006%60,39119,0292021-05-31
Fidelity® Extended Market Index0.388%-0.257%67,520-1742021-11-30
Fidelity® Extended Market Index0.387%0.000%67,52002021-12-31
Fidelity® Extended Market Index0.387%0.000%67,52002022-01-31
Fidelity® Extended Market Index0.383%0.000%67,52002022-02-28
Fidelity® Extended Market Index0.373%0.000%67,52002022-03-31
Fidelity® Extended Market Index0.373%0.000%67,52002022-04-30
Fidelity® Extended Market Index0.373%0.000%67,52002022-05-31
Fidelity® Extended Market Index0.373%0.000%67,52002022-06-30
iShares Micro-Cap ETF0.247%0.000%37,50002021-06-30
iShares Micro-Cap ETF0.208%0.000%34,81502021-11-30
iShares Micro-Cap ETF0.207%0.000%34,61902021-10-29
iShares Micro-Cap ETF0.204%0.000%34,03102021-09-30
iShares Micro-Cap ETF0.201%0.000%35,01102021-12-29
iShares Micro-Cap ETF0.201%0.000%35,01102021-12-31
iShares Micro-Cap ETF0.199%0.000%30,13402021-07-30
iShares Micro-Cap ETF0.196%-0.569%34,227-1962022-01-31
iShares Micro-Cap ETF0.194%0.000%33,83502022-02-28
iShares Micro-Cap ETF0.189%0.000%33,24702022-03-31
iShares Micro-Cap ETF0.182%0.000%33,05102022-04-28
iShares Micro-Cap ETF0.182%0.000%33,05102022-04-29
iShares Micro-Cap ETF0.182%0.000%33,05102022-05-31
iShares Micro-Cap ETF0.180%0.000%32,65902022-06-29
iShares Micro-Cap ETF0.180%0.000%32,65902022-06-30
iShares Micro-Cap ETF0.178%0.000%32,26702022-07-29
iShares Micro-Cap ETF0.176%0.000%29,45802021-08-31
Vanguard U.S. Eq Idx £ Acc0.156%1,251.870%27,10525,1002021-12-31
Vanguard U.S. Eq Idx £ Acc0.155%0.000%27,10502022-01-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.125%0.000%18,95702021-06-30
Vanguard U.S. Eq Idx £ Acc0.115%-26.268%19,985-7,1202022-02-28
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.113%0.000%18,95702021-07-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.113%0.000%18,95702021-08-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.113%0.000%18,95702021-09-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.113%0.000%18,95702021-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.113%0.000%18,95702021-11-30
Vanguard U.S. Eq Idx £ Acc0.112%0.000%19,98502022-03-31
Vanguard U.S. Eq Idx £ Acc0.111%0.420%20,069842022-05-31
Vanguard U.S. Eq Idx £ Acc0.110%0.000%19,98502022-04-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.109%0.000%18,95702021-12-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.109%0.000%18,95702022-01-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.109%0.000%18,95702022-02-28
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.106%0.000%18,95702022-03-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.105%0.000%18,95702022-04-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.105%0.000%18,95702022-05-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.105%0.000%18,95702022-06-30
Fidelity® Series Total Market Index0.094%0.000%14,23302021-05-31
Fidelity® Series Total Market Index0.094%0.000%14,23302021-06-30
Fidelity® Series Total Market Index0.085%0.000%14,23302021-07-31
Fidelity® Series Total Market Index0.085%0.000%14,23302021-08-31
Fidelity® Series Total Market Index0.085%0.000%14,23302021-09-30
Fidelity® Series Total Market Index0.085%0.000%14,23302021-10-31
Fidelity® Series Total Market Index0.082%0.000%14,23302021-11-30
Fidelity® Series Total Market Index0.082%0.000%14,23302021-12-31
Fidelity® Series Total Market Index0.082%0.000%14,23302022-01-31
Fidelity® Series Total Market Index0.081%0.000%14,23302022-02-28
Fidelity® Series Total Market Index0.079%0.000%14,23302022-03-31
Fidelity® Series Total Market Index0.079%0.000%14,23302022-04-30
Fidelity® Series Total Market Index0.079%0.000%14,23302022-05-31
Fidelity® Series Total Market Index0.079%0.000%14,23302022-06-30
Northern Trust Extended Eq Market Idx0.070%0.000%10,58602021-06-30
NT Ext Equity Mkt Idx Fd - L0.070%0.000%10,58602021-06-30
Vanguard Balanced Index Inv0.067%0.000%10,12102021-06-30
iShares Core S&P Total US Stock Mkt ETF0.064%0.130%11,522152022-06-30
iShares Core S&P Total US Stock Mkt ETF0.064%-0.716%11,507-832022-06-29
Northern Trust Extended Eq Market Idx0.063%0.000%10,58602021-09-30
NT Ext Equity Mkt Idx Fd - L0.063%0.000%10,58602021-09-30
iShares Core S&P Total US Stock Mkt ETF0.062%0.000%11,30602022-07-29
NT Ext Equity Mkt Idx Fd - L0.061%0.000%10,58602021-12-31
Northern Trust Extended Eq Market Idx0.061%0.000%10,58602021-12-31
Vanguard Balanced Index Inv0.061%0.000%10,12102021-07-31
Vanguard Balanced Index Inv0.061%0.000%10,12102021-08-31
Vanguard Balanced Index Inv0.061%0.000%10,12102021-09-30
Vanguard Balanced Index Inv0.061%0.000%10,12102021-10-31
Vanguard Balanced Index Inv0.061%0.000%10,12102021-11-30
iShares Core S&P Total US Stock Mkt ETF0.060%0.000%9,04702021-07-30
NT Ext Equity Mkt Idx Fd - L0.059%0.000%10,58602022-03-31
iShares Core S&P Total US Stock Mkt ETF0.059%0.019%10,71022022-05-27
iShares Core S&P Total US Stock Mkt ETF0.059%0.047%10,68552022-04-29
iShares Core S&P Total US Stock Mkt ETF0.059%0.000%10,68002022-04-28
Northern Trust Extended Eq Market Idx0.058%0.000%10,58602022-03-31
Northern Trust Extended Eq Market Idx0.058%0.000%10,58602022-06-30
NT Ext Equity Mkt Idx Fd - L0.058%0.000%10,58602022-06-30
iShares Core S&P Total US Stock Mkt ETF0.058%0.045%8,81542021-06-30
Vanguard Balanced Index Inv0.058%0.000%10,12102021-12-31
Vanguard Balanced Index Inv0.058%0.000%10,12102022-01-31
Vanguard Balanced Index Inv0.058%0.000%10,12102022-02-28
Vanguard Balanced Index Inv0.057%0.000%10,12102022-03-31
Vanguard Balanced Index Inv0.056%0.000%10,12102022-04-30
Vanguard Balanced Index Inv0.056%0.000%10,12102022-05-31
Vanguard Balanced Index Inv0.056%0.000%10,12102022-06-30
iShares Core S&P Total US Stock Mkt ETF0.056%0.000%9,29802021-11-30
iShares Core S&P Total US Stock Mkt ETF0.056%0.000%9,28402021-10-29
iShares Core S&P Total US Stock Mkt ETF0.055%0.000%9,55102022-01-31
iShares Core S&P Total US Stock Mkt ETF0.055%0.000%9,13402021-09-30
iShares Core S&P Total US Stock Mkt ETF0.054%-0.743%9,491-712022-02-28
iShares Core S&P Total US Stock Mkt ETF0.054%0.000%9,56802022-03-31
iShares Core S&P Total US Stock Mkt ETF0.054%0.117%9,431112021-12-29
iShares Core S&P Total US Stock Mkt ETF0.054%0.021%9,43322021-12-31
iShares Core S&P Total US Stock Mkt ETF0.054%0.000%9,03202021-08-31
Vanguard U.S. Eq Idx £ Acc0.048%-56.625%8,705-11,3642022-06-30
NT Ext Equity Mkt Idx Fd - NL0.045%0.000%6,89502021-06-30
SSgA U.S. Extended Market Index Class I0.043%0.000%6,4786,4782021-06-30
State St US Extended Mkt Indx NL Cl C0.043%0.000%6,47802021-06-30
State St US Extended Mkt Indx NL Cl C0.043%0.000%6,47802021-07-31
NT Ext Equity Mkt Idx Fd - NL0.041%0.000%6,89502021-09-30
NT Ext Equity Mkt Idx Fd - NL0.040%0.000%6,89502021-12-31
State St US Extended Mkt Indx NL Cl C0.039%0.000%6,47802021-08-31
SSgA U.S. Extended Market Index Class I0.039%0.000%6,47802021-09-30
State St US Extended Mkt Indx NL Cl C0.039%0.000%6,47802021-09-30
State St US Extended Mkt Indx NL Cl C0.039%0.000%6,47802021-10-31
State St US Extended Mkt Indx NL Cl C0.039%0.000%6,47802021-11-30
NT Ext Equity Mkt Idx Fd - NL0.039%0.000%6,89502022-03-31
NT Ext Equity Mkt Idx Fd - NL0.038%0.000%6,89502022-06-30
SSgA U.S. Extended Market Index Class I0.037%0.000%6,47802021-12-31
State St US Extended Mkt Indx NL Cl C0.037%0.000%6,47802021-12-31
State St US Extended Mkt Indx NL Cl C0.037%0.000%6,47802022-01-31
State St US Extended Mkt Indx NL Cl C0.037%0.000%6,47802022-02-28
State St US Extended Mkt Indx NL Cl C0.036%0.000%6,47802022-03-31
SSgA U.S. Extended Market Index Class I0.036%0.000%6,47802022-03-31
State St US Extended Mkt Indx NL Cl C0.036%0.000%6,47802022-04-30
State St US Extended Mkt Indx NL Cl C0.036%0.000%6,47802022-05-31
SSgA U.S. Extended Market Index Class I0.036%0.000%6,47802022-06-30
State St US Extended Mkt Indx NL Cl C0.036%0.000%6,47802022-06-30
State St US Extended Mkt Indx NL Cl C0.036%0.000%6,47802022-07-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.034%20.000%5,1548592021-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.031%1.353%5,242702021-09-30
NT Ext Equity Mkt Idx Fd - DC - NL - T20.030%6.856%5,4863522022-06-30
NT Ext Equity Mkt Idx Fd - DC - NL - T20.029%-2.747%5,098-1442021-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.029%0.706%5,134362022-03-31
Fidelity® NASDAQ Composite Index®0.026%0.000%4,2744,2742021-09-30
Fidelity® NASDAQ Composite Index®0.026%0.000%4,27402021-10-31
Spartan Total Market Index Pool E0.025%121.602%4,4832,4602022-06-30
Fidelity® NASDAQ Composite Index®0.025%0.000%4,27402021-11-30
Fidelity® NASDAQ Composite Index®0.025%0.000%4,27402021-12-31
Fidelity® NASDAQ Composite Index®0.025%0.000%4,27402022-01-31
Fidelity® NASDAQ Composite Index®0.024%0.000%4,27402022-02-28
Fidelity® NASDAQ Composite Index®0.024%0.000%4,27402022-03-31
Fidelity® NASDAQ Composite Index®0.024%0.000%4,27402022-04-30
Fidelity® NASDAQ Composite Index®0.024%0.000%4,27402022-05-31
Fidelity® NASDAQ Composite Index®0.024%0.000%4,27402022-06-30
The Vanguard Total Stock Market Index0.021%0.000%3,22502021-06-30
SA Real Estate Securities Investor0.021%0.000%3,11102021-06-30
SA Real Estate Securities Investor0.021%0.000%3,11102021-07-31
1290 VT Micro Cap K0.020%54.763%3,0381,0752021-06-30
The Vanguard Total Stock Market Index0.019%0.000%3,22502021-07-31
The Vanguard Total Stock Market Index0.019%0.000%3,22502021-08-31
The Vanguard Total Stock Market Index0.019%0.000%3,22502021-09-30
The Vanguard Total Stock Market Index0.019%0.000%3,22502021-10-31
The Vanguard Total Stock Market Index0.019%0.000%3,22502021-11-30
SA Real Estate Securities Investor0.019%0.000%3,11102021-08-31
SA Real Estate Securities Investor0.019%0.000%3,11102021-09-30
SA Real Estate Securities Investor0.019%0.000%3,11102021-10-31
SA Real Estate Securities Investor0.019%0.000%3,11102021-11-30
The Vanguard Total Stock Market Index0.019%0.000%3,22502021-12-31
The Vanguard Total Stock Market Index0.019%0.000%3,22502022-01-31
The Vanguard Total Stock Market Index0.019%0.000%3,22502022-02-28
1290 VT Micro Cap K0.018%0.000%3,03802021-07-31
1290 VT Micro Cap K0.018%0.000%3,03802021-08-31
1290 VT Micro Cap K0.018%0.000%3,03802021-09-30
1290 VT Micro Cap K0.018%0.000%3,03802021-10-31
SA Real Estate Securities Investor0.018%0.000%3,11102021-12-31
SA Real Estate Securities Investor0.018%0.000%3,11102022-01-31
SA Real Estate Securities Investor0.018%0.000%3,11102022-02-28
1290 VT Micro Cap K0.018%0.000%3,03802021-11-30
1290 VT Micro Cap K0.017%0.000%3,03802021-12-31
SA Real Estate Securities Investor0.017%0.000%3,11102022-03-31
SA Real Estate Securities Investor0.017%0.000%3,11102022-04-30
SA Real Estate Securities Investor0.017%0.000%3,11102022-05-31
SA Real Estate Securities Investor0.017%0.000%3,11102022-06-30
SA Real Estate Securities Investor0.017%0.000%3,11102022-07-31
Northern Small Cap Core K0.015%0.000%2,33402021-06-30
1290 VT Micro Cap K0.015%-13.792%2,619-4192022-01-31
1290 VT Micro Cap K0.015%0.000%2,61902022-02-28
USAA Extended Market Index0.015%-2.116%2,221-482021-03-31
1290 VT Micro Cap K0.015%0.000%2,61902022-03-31
1290 VT Micro Cap K0.015%0.000%2,61902022-04-30
1290 VT Micro Cap K0.015%0.000%2,61902022-05-31
USAA Extended Market Index0.014%-2.026%2,176-452021-06-30
Northern Small Cap Core K0.014%0.000%2,33402021-09-30
USAA Extended Market Index0.014%6.066%2,3081322021-09-30
Northern Small Cap Core K0.013%0.000%2,33402021-12-31
Dimensional Global Core Equity A0.013%0.000%2,00202021-05-31
Vanguard U.S. Eq Idx £ Acc0.013%0.000%2,00502021-06-30

Discussions

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Clean_Teoth

$SOHO Chill out and chill some more. It's all temporary.

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Modok

$SOHO wow! I sold too early

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wsb_pro

$SOHO used to this fuckery!! Not leaving no chance !

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