Sonoco Products Company (SON) Ownership

58.92 ↓0.26 (-0.44%)
As of Market Close on October 5th, 2022.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sonoco Products Company (SON), owning a total of 10.6 million shares. Combined, the top 125 institutional holders of SON own 320.79% of the company with a total of 315.5 million shares.

In the latest ownership report, the top 125 institutional holders have increased their combined ownership of SON by 5.1 million shares, a 1.60% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc10.907%2.749%10,629,042284,3332021-12-31
BlackRock Inc10.894%-1.438%10,711,101-156,3032021-06-30
Vanguard Group Inc10.856%1.575%10,583,807164,1062022-03-31
Vanguard Group Inc10.831%-0.218%10,560,778-23,0292022-06-30
BlackRock Inc10.801%7.349%10,867,404743,9632021-03-31
Vanguard Group Inc10.692%1.668%10,419,701170,9572021-12-31
Vanguard Group Inc10.673%2.328%10,494,328238,7402021-06-30
Vanguard Group Inc10.423%-2.340%10,248,744-245,5842021-09-30
Vanguard Group Inc10.193%1.291%10,255,588130,6952021-03-31
State Street Corporation8.453%13.375%8,240,829972,1572022-03-31
State Street Corporation7.645%-9.541%7,454,603-786,2262022-06-30
State Street Corporation7.459%10.682%7,268,672701,5282021-12-31
American Century Companies Inc6.935%8.998%6,757,817557,8762021-12-31
State Street Corporation6.679%0.682%6,567,14444,4852021-09-30
State Street Corporation6.634%9.692%6,522,659576,2982021-06-30
American Century Companies Inc6.306%12.886%6,199,941707,7122021-09-30
State Street Corporation5.910%-3.316%5,946,361-203,9202021-03-31
American Century Companies Inc5.694%-17.856%5,551,135-1,206,6822022-03-31
American Century Companies Inc5.586%-1.783%5,492,229-99,6832021-06-30
American Century Companies Inc5.558%11.216%5,591,912563,9542021-03-31
American Century Companies Inc4.187%-26.461%4,082,235-1,468,9002022-06-30
Amvescap Plc.3.707%-3.341%3,729,794-128,9112021-03-31
Amvescap Plc.3.626%-4.412%3,565,251-164,5432021-06-30
Columbia Mgmt Investment Advisers, LLC3.331%0.589%3,246,38419,0172021-09-30
Ameriprise Financial Inc3.328%0.234%3,272,3737,6242021-09-30
Ameriprise Financial Inc3.320%1.766%3,264,74956,6562021-06-30
Ameriprise Financial Inc3.189%4.179%3,208,093128,6792021-03-31
Amvescap Plc.2.635%-27.318%2,591,289-973,9622021-09-30
Royal Bank of Canada2.523%1.871%2,459,74145,1832022-06-30
Royal Bank of Canada2.495%0.582%2,431,63514,0612021-12-31
Royal Bank of Canada2.477%-0.702%2,414,558-17,0772022-03-31
Royal Bank of Canada2.473%0.046%2,488,5801,1462021-03-31
Royal Bank of Canada2.459%1.614%2,417,57438,3872021-09-30
Royal Bank of Canada2.420%-4.396%2,379,187-109,3932021-06-30
Bank of America Corp2.411%1.021%2,370,57923,9602021-09-30
Bank of America Corp2.387%-0.595%2,346,619-14,0502021-06-30
Bank of America Corp2.346%11.154%2,360,669236,8822021-03-31
Bank of America Corp2.263%4.988%2,206,879104,8532022-06-30
Bank of America Corp2.156%7.221%2,102,026141,5622022-03-31
Victory Capital Management Inc.2.138%9.203%2,083,474175,5772021-12-31
Bank of America Corp2.012%-17.300%1,960,464-410,1152021-12-31
Victory Capital Management Inc.1.999%-6.451%1,949,063-134,4112022-03-31
Victory Capital Management Inc.1.952%3.078%1,919,66457,3132021-06-30
Victory Capital Management Inc.1.940%-0.613%1,907,897-11,7672021-09-30
Victory Capital Management Inc.1.937%-3.106%1,888,524-60,5392022-06-30
Dimensional Fund Advisors, Inc.1.884%1.764%1,836,70531,8392022-06-30
Dimensional Fund Advisors, Inc.1.851%8.304%1,804,866138,3822022-03-31
Victory Capital Management Inc.1.851%11.453%1,862,351191,3832021-03-31
Dimensional Fund Advisors, Inc.1.807%8.599%1,817,584143,9212021-03-31
Dimensional Fund Advisors, Inc.1.800%1.701%1,770,06529,6032021-09-30
Dimensional Fund Advisors, Inc.1.770%-4.243%1,740,462-77,1222021-06-30
Dimensional Fund Advisors, Inc.1.710%-5.852%1,666,484-103,5812021-12-31
Charles Schwab Investment Management Inc1.601%2.408%1,559,78736,6792021-12-31
Charles Schwab Investment Management Inc1.549%8.588%1,523,108120,4602021-09-30
Geode Capital Management, LLC1.452%9.459%1,427,838123,3832021-06-30
Charles Schwab Investment Management Inc1.427%11.493%1,402,648144,5832021-06-30
Bank of New York Mellon Corp1.391%2.481%1,367,18433,1042021-06-30
Geode Capital Management, LLC1.390%3.764%1,354,47349,1292021-12-31
Bank of New York Mellon Corp1.389%14.390%1,354,007170,3332022-06-30
Geode Capital Management, LLC1.382%-0.540%1,347,161-7,3122022-03-31
Geode Capital Management, LLC1.328%-8.579%1,305,344-122,4942021-09-30
Bank of New York Mellon Corp1.326%-1.972%1,334,080-26,8392021-03-31
Amvescap Plc.1.310%3.972%1,277,64648,8082022-06-30
Geode Capital Management, LLC1.309%-5.240%1,276,565-70,5962022-06-30
Impax Asset Management Group PLC1.299%11.121%1,265,842126,6892021-12-31
Impax Asset Management Group PLC1.298%-0.020%1,265,592-2502022-03-31
Geode Capital Management, LLC1.297%11.595%1,304,455135,5332020-12-31
Amvescap Plc.1.260%29.129%1,228,838277,1982022-03-31
Charles Schwab Investment Management Inc1.250%-16.876%1,258,065-255,4142021-03-31
First Trust Advisors L.P.1.248%-0.128%1,227,505-1,5722021-06-30
First Trust Advisors L.P.1.236%14.565%1,204,809153,1692022-06-30
First Trust Advisors L.P.1.222%20.090%1,229,077205,6152021-03-31
Bank of New York Mellon Corp1.215%-10.959%1,184,021-145,7302021-12-31
Bank of New York Mellon Corp1.214%-0.029%1,183,674-3472022-03-31
Northern Trust Corp1.204%37.099%1,183,352320,2152021-09-30
First Trust Advisors L.P.1.184%-5.172%1,164,017-63,4882021-09-30
Northern Trust Corp1.180%-2.848%1,149,645-33,7072021-12-31
Impax Asset Management Group PLC1.174%-9.575%1,144,417-121,1752022-06-30
Earnest Partners LLC1.162%9.319%1,133,15396,5942022-06-30
Impax Asset Management Group PLC1.159%6.807%1,139,15372,6022021-09-30
First Trust Advisors L.P.1.119%-6.301%1,090,677-73,3402021-12-31
Brown Advisory Holdings Inc1.087%55.404%1,059,542377,7442021-12-31
Impax Asset Management Group PLC1.085%10.899%1,066,551104,8182021-06-30
Brown Advisory Holdings Inc1.082%-0.420%1,055,097-4,4452022-03-31
First Trust Advisors L.P.1.079%-3.579%1,051,640-39,0372022-03-31
Brown Advisory Holdings Inc1.075%-0.625%1,048,503-6,5942022-06-30
Earnest Partners LLC1.063%2.172%1,036,55922,0392022-03-31
Earnest Partners LLC1.041%3.133%1,014,52030,8202021-12-31
Earnest Partners LLC1.000%8.276%983,70075,1922021-09-30
NORGES BANK0.985%-8.416%990,647-91,0362020-12-31
Amvescap Plc.0.977%-63.275%951,640-1,639,6492021-12-31
Fuller & Thaler Asset Management Inc0.976%15.313%951,435126,3472022-06-30
Impax Asset Management Group PLC0.956%41.598%961,733282,5332021-03-31
Earnest Partners LLC0.924%8.010%908,50867,3782021-06-30
Macquarie Group Ltd0.919%11.321%895,82091,1012021-12-31
Macquarie Group Ltd0.880%-4.279%857,491-38,3292022-03-31
Northern Trust Corp0.878%-1.348%863,137-11,7942021-06-30
Northern Trust Corp0.870%8.389%874,93167,7182021-03-31
Fuller & Thaler Asset Management Inc0.846%0.000%825,088825,0882022-03-31
Earnest Partners LLC0.836%54.059%841,130295,1502021-03-31
Mellon Investments Corporation0.820%5.738%806,07443,7402021-06-30
Macquarie Group Ltd0.818%11.035%804,71979,9782021-09-30
Northern Trust Corp0.802%-31.962%782,196-367,4492022-03-31
Millennium Management LLC0.760%52.468%741,292255,0982022-06-30
Mellon Investments Corporation0.758%0.569%762,3344,3152021-03-31
Northern Trust Corp0.751%-6.405%732,096-50,1002022-06-30
Millennium Management LLC0.745%726.518%725,881638,0572021-12-31
Macquarie Group Ltd0.737%19,876.300%724,741721,1132021-06-30
DePrince Race & Zollo Inc0.723%0.000%704,357704,3572022-03-31
Brown Advisory Holdings Inc0.693%-1.877%681,798-13,0422021-09-30
Brown Advisory Holdings Inc0.691%-0.942%694,840-6,6102021-03-31
Acadian Asset Management LLC0.688%113.980%670,403357,1012022-06-30
Poehling Capital Management Inc0.672%0.000%654,88002021-12-31
Poehling Capital Management Inc0.672%0.000%654,88002022-03-31
Poehling Capital Management Inc0.672%0.000%654,88002022-06-30
Poehling Capital Management Inc0.666%20,769.300%654,880651,7422021-09-30
Waddell & Reed Financial Inc0.657%19.631%661,431108,5372021-03-31
DePrince Race & Zollo Inc0.650%-9.984%634,032-70,3252022-06-30
Pictet Asset Management Ltd0.644%71.292%632,956263,4372021-06-30
Charles Schwab Investment Management Inc0.612%1.123%596,2686,6202022-06-30
Charles Schwab Investment Management Inc0.605%-62.197%589,648-970,1392022-03-31
Old Republic International Corp0.597%0.000%587,20002021-06-30
Old Republic International Corp0.597%0.000%587,20002021-09-30
Old Republic International Corp0.584%0.000%587,20002021-03-31
Silvercrest Asset Management Group LLC0.535%-1.190%526,455-6,3422021-09-30

Mutual Fund Ownership

SPDR® S&P Dividend ETF is the biggest individual fund holder of Sonoco Products Company (SON), owning a total of 5.3 million shares. Combined, the top 258 mutual fund holders of SON own 484.76% of the company with a total of 475.9 million shares.

In the latest ownership report, the top 258 mutual funds have increased their combined ownership of SON by 685 thousand shares, a 0.14% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P Dividend ETF5.420%0.000%5,284,12702022-04-29
SPDR® S&P Dividend ETF4.773%0.877%4,652,92340,4552022-03-31
SPDR® S&P Dividend ETF4.669%0.000%4,549,87402022-02-28
SPDR® S&P Dividend ETF4.453%-0.057%4,378,751-2,4982022-01-31
SPDR® S&P Dividend ETF4.435%0.167%4,324,4807,1882022-09-29
SPDR® S&P Dividend ETF4.424%0.108%4,313,3184,6402022-07-29
SPDR® S&P Dividend ETF4.353%0.028%4,244,1231,2022022-08-31
SPDR® S&P Dividend ETF4.297%-2.856%4,190,118-123,2002022-07-31
SPDR® S&P Dividend ETF4.114%0.145%4,010,5705,7902022-06-30
SPDR® S&P Dividend ETF4.108%0.194%4,004,7807,7582022-06-29
SPDR® S&P Dividend ETF4.093%0.093%4,024,7573,7382021-12-31
SPDR® S&P Dividend ETF4.090%0.000%4,021,01902021-12-30
SPDR® S&P Dividend ETF4.082%0.063%4,013,4492,5082021-11-30
SPDR® S&P Dividend ETF4.071%10.089%4,003,046366,8502021-10-31
SPDR® S&P Dividend ETF4.053%0.059%3,950,9822,3262022-05-31
SPDR® S&P Dividend ETF4.005%-26.101%3,904,907-1,379,2202022-04-30
SPDR® S&P Dividend ETF3.698%0.000%3,636,19602021-10-29
SPDR® S&P Dividend ETF3.501%0.000%3,442,19702021-08-31
SPDR® S&P Dividend ETF3.491%0.000%3,432,77002021-09-30
SPDR® S&P Dividend ETF3.488%-2.787%3,429,330-98,3002021-07-31
SPDR® S&P Dividend ETF3.369%0.000%3,389,76202021-06-30
SPDR® S&P Dividend ETF3.339%0.000%3,359,40802021-07-28
Vanguard Total Stock Mkt Idx Inv2.977%0.167%2,902,5544,8362022-08-31
Vanguard Total Stock Mkt Idx Inv2.972%0.465%2,897,71813,4182022-07-31
Vanguard Total Stock Mkt Idx Inv2.966%1.236%2,891,66335,3002022-05-31
Vanguard Total Stock Mkt Idx Inv2.959%-0.255%2,884,300-7,3632022-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.958%0.000%2,884,3002,884,3002022-06-30
iShares Core S&P Mid-Cap ETF2.935%0.000%2,861,56102022-08-31
Vanguard Total Stock Mkt Idx Inv2.930%0.504%2,856,36314,3282022-04-30
iShares Core S&P Mid-Cap ETF2.922%-0.059%2,849,328-1,6892022-09-29
Vanguard Total Stock Mkt Idx Inv2.915%0.912%2,842,03525,6722022-03-31
iShares Core S&P Mid-Cap ETF2.910%0.120%2,837,6843,4082022-07-29
Vanguard Total Stock Mkt Idx Inv2.902%0.114%2,853,5413,2512021-07-31
Vanguard Total Stock Mkt Idx Inv2.899%-0.108%2,850,462-3,0792021-08-31
iShares Core S&P Mid-Cap ETF2.898%0.081%2,825,2882,2882022-05-31
Vanguard Total Stock Mkt Idx Inv2.890%0.049%2,816,3631,3792022-02-28
iShares Core S&P Mid-Cap ETF2.883%0.385%2,811,15310,7922022-06-30
iShares Core S&P Mid-Cap ETF2.875%0.882%2,803,30924,5102022-04-28
iShares Core S&P Mid-Cap ETF2.872%0.000%2,800,36102022-06-29
iShares Core S&P Mid-Cap ETF2.872%-0.122%2,799,889-3,4202022-04-29
Vanguard Total Stock Mkt Idx Inv2.863%0.729%2,814,98420,3652022-01-31
iShares Core S&P Mid-Cap ETF2.855%0.041%2,783,0391,1322022-03-31
Vanguard Total Stock Mkt Idx Inv2.842%0.737%2,794,61920,4472021-12-31
Vanguard Total Stock Mkt Idx Inv2.833%0.300%2,850,2908,5142021-06-30
Vanguard Total Stock Mkt Idx Inv2.821%0.179%2,774,1724,9622021-11-30
iShares Core S&P Mid-Cap ETF2.820%0.041%2,748,4661,1262022-02-28
Vanguard Total Stock Mkt Idx Inv2.816%0.052%2,769,2101,4322021-10-31
Vanguard Total Stock Mkt Idx Inv2.815%-2.901%2,767,778-82,6842021-09-30
iShares Core S&P Mid-Cap ETF2.782%0.124%2,734,9543,3782022-01-31
iShares Core S&P Mid-Cap ETF2.764%0.041%2,718,0641,1262021-12-31
iShares Core S&P Mid-Cap ETF2.763%0.125%2,716,9383,3782021-12-29
iShares Core S&P Mid-Cap ETF2.754%0.000%2,707,67702021-07-30
iShares Core S&P Mid-Cap ETF2.749%0.107%2,703,3842,8902021-08-31
iShares Core S&P Mid-Cap ETF2.711%0.042%2,665,2301,1182021-11-30
iShares Core S&P Mid-Cap ETF2.698%-0.042%2,652,373-1,1182021-10-29
iShares Core S&P Mid-Cap ETF2.693%-0.043%2,709,405-1,1522021-06-30
iShares Core S&P Mid-Cap ETF2.689%0.000%2,705,94902021-07-28
iShares Core S&P Mid-Cap ETF2.676%0.000%2,631,49902021-09-30
iShares Select Dividend ETF2.606%0.175%2,540,8954,4422022-06-30
American Century Mid Cap Value Inv2.605%0.572%2,561,69614,5602021-12-31
American Century U.S. Mid Cap Value2.605%0.572%2,561,69614,5602021-12-31
iShares Select Dividend ETF2.604%0.138%2,538,9843,5082022-09-29
iShares Select Dividend ETF2.602%0.055%2,536,4531,3982022-06-29
iShares Select Dividend ETF2.593%-0.028%2,528,224-7022022-08-31
American Century Mid Cap Value Inv2.591%6.348%2,547,136152,0482021-09-30
American Century U.S. Mid Cap Value2.591%6.348%2,547,136152,0482021-09-30
iShares Select Dividend ETF2.588%0.306%2,523,1677,7002022-05-31
iShares Select Dividend ETF2.575%0.028%2,510,9357012022-07-29
Vanguard Small Cap Index2.556%0.260%2,512,8086,5202021-08-31
Vanguard Small Cap Index2.549%0.063%2,506,2881,5682021-07-31
American Century U.S. Mid Cap Value2.542%-3.253%2,478,366-83,3302022-03-31
Vanguard Small Cap Index2.536%0.190%2,472,6124,6782022-08-31
Vanguard Small Cap Index2.535%-0.206%2,469,967-5,1002022-02-28
Vanguard Small Cap Index2.534%0.099%2,470,3002,4352022-05-31
Vanguard Small Cap Index2.531%0.069%2,467,8651,7002022-04-30
Vanguard Small Cap Index2.531%0.208%2,467,9345,1332022-07-31
Vanguard Small Cap Index2.530%-0.154%2,466,165-3,8022022-03-31
Vanguard Small Cap Index2.526%-0.304%2,462,801-7,4992022-06-30
Vanguard Small Cap Index2.526%0.466%2,483,46711,5082021-12-31
American Century Mid Cap Value Inv2.519%-4.121%2,456,118-105,5782022-03-31
Vanguard Small Cap Index2.517%-0.338%2,475,067-8,4002022-01-31
iShares Select Dividend ETF2.514%0.200%2,451,3384,8932022-04-29
Vanguard Small Cap Index2.514%0.583%2,471,95914,3292021-11-30
iShares Select Dividend ETF2.509%0.057%2,446,4451,3982022-04-28
Columbia Dividend Income Inst2.505%1.335%2,463,09532,4482021-07-31
Columbia Dividend Income Inst2.505%0.000%2,463,09502021-08-31
Columbia Dividend Value2.505%1.335%2,463,09532,4482021-09-30
Columbia Dividend Income Inst2.505%0.000%2,463,09502021-09-30
Columbia Dividend Income Inst2.505%0.000%2,463,09502021-10-31
Vanguard Small Cap Index2.500%0.081%2,457,6302,0002021-10-31
Vanguard Small Cap Index2.498%-2.276%2,455,630-57,1782021-09-30
Vanguard Small Cap Index2.489%1.086%2,504,72026,9132021-06-30
iShares Select Dividend ETF2.436%0.145%2,374,9783,4452022-03-31
Columbia Dividend Value2.416%4.633%2,430,647107,6192021-03-31
Columbia Dividend Income Inst2.416%0.000%2,430,64702021-06-30
Columbia Dividend Value2.416%0.000%2,430,64702021-06-30
American Century Mid Cap Value Inv2.381%0.071%2,395,0881,6982021-06-30
American Century U.S. Mid Cap Value2.381%0.071%2,395,0881,6982021-06-30
Invesco - Diversified Dividend2.231%-1.155%2,244,186-26,2162021-03-31
Invesco Diversified Dividend A2.231%-1.155%2,244,186-26,2162021-03-31
iShares Select Dividend ETF2.211%0.000%2,154,43102022-02-28
Columbia Dividend Income Inst2.195%-12.359%2,158,683-304,4122021-11-30
iShares Select Dividend ETF2.157%-0.304%2,121,163-6,4702022-01-31
Invesco - Diversified Dividend2.135%-6.449%2,099,456-144,7302021-06-30
Invesco Diversified Dividend A2.135%-6.449%2,099,456-144,7302021-06-30
iShares Select Dividend ETF2.127%0.000%2,091,81102021-12-31
iShares Select Dividend ETF2.124%0.000%2,088,39502021-12-29
iShares Select Dividend ETF2.087%0.095%2,052,3101,9412021-11-30
iShares Select Dividend ETF2.055%0.032%2,020,9696452021-10-29
iShares Select Dividend ETF2.046%0.032%2,058,9356482021-06-30
iShares Select Dividend ETF2.033%0.000%1,999,29802021-08-31
iShares Select Dividend ETF2.032%0.000%1,997,60602021-09-30
iShares Select Dividend ETF2.015%0.000%1,981,36202021-07-30
iShares Select Dividend ETF1.969%-0.290%1,981,362-5,7652021-07-28
Invesco Diversified Dividend A1.724%-19.259%1,695,116-404,3402021-07-31
Invesco Diversified Dividend A1.724%0.000%1,695,11602021-08-31
Vanguard Small Cap Value Index Inv1.685%0.615%1,642,50010,0402022-08-31
Vanguard Small Cap Value Index Inv1.674%0.435%1,632,4607,0662022-07-31
Vanguard Small Cap Value Index Inv1.667%2.242%1,625,39435,6482022-06-30
Vanguard Small Cap Value Index Inv1.653%0.771%1,611,50312,3272022-03-31
American Century Mid Cap Value Inv1.653%-34.398%1,611,271-844,8472022-06-30
American Century U.S. Mid Cap Value1.653%-34.987%1,611,271-867,0952022-06-30
Vanguard Small Cap Value Index Inv1.650%-0.154%1,609,020-2,4832022-04-30
Vanguard Small Cap Value Index Inv1.641%0.307%1,599,1764,8952022-02-28
Vanguard Small Cap Value Index Inv1.631%-1.198%1,589,746-19,2742022-05-31
Vanguard Small Cap Value Index Inv1.621%1.533%1,594,28124,0692022-01-31
Vanguard Small Cap Value Index Inv1.597%0.663%1,570,21210,3442021-12-31
Vanguard Small Cap Value Index Inv1.587%-0.019%1,560,816-2982021-07-31
Vanguard Small Cap Value Index Inv1.586%0.865%1,559,86813,3772021-11-30
Vanguard Small Cap Value Index Inv1.585%-0.163%1,558,278-2,5382021-08-31
Vanguard Small Cap Value Index Inv1.573%0.841%1,546,49112,9042021-10-31
Vanguard Small Cap Value Index Inv1.560%-1.585%1,533,587-24,6912021-09-30
Vanguard Small Cap Value Index Inv1.552%3.470%1,561,11452,3582021-06-30
Victory Small Cap Value CIT (Net 75)1.531%9.051%1,504,900124,9002021-12-31
Victory Sycamore Small Company Opp R1.531%9.051%1,504,900124,9002021-12-31
Vanguard Extended Market Index Investor1.463%0.224%1,438,2723,2132021-08-31
Victory Small Cap Value CIT (Net 75)1.462%-5.309%1,425,000-79,9002022-03-31
Victory Sycamore Small Company Opp R1.462%-5.309%1,425,000-79,9002022-03-31
Vanguard Extended Market Index Investor1.460%1.399%1,435,05919,7942021-07-31
Invesco - Diversified Dividend1.454%-31.896%1,429,807-669,6492021-09-30
Invesco Diversified Dividend A1.454%-15.651%1,429,807-265,3092021-09-30
Vanguard Extended Market Index Investor1.407%-1.039%1,415,265-14,8532021-06-30
Victory Small Cap Value CIT (Net 75)1.405%-3.860%1,370,000-55,0002022-06-30
Victory Sycamore Small Company Opp R1.405%-3.860%1,370,000-55,0002022-06-30
Victory Small Cap Value CIT (Net 75)1.404%-1.075%1,380,000-15,0002021-09-30
Victory Sycamore Small Company Opp R1.404%-1.075%1,380,000-15,0002021-09-30
Victory Small Cap Value CIT (Net 75)1.387%0.000%1,395,00002021-06-30
Victory Sycamore Small Company Opp R1.387%0.000%1,395,00002021-06-30
Vanguard Extended Market Index Investor1.356%2.106%1,321,86727,2642022-07-31
Vanguard Extended Market Index Investor1.353%-0.182%1,319,464-2,4032022-08-31
Vanguard Extended Market Index Investor1.341%0.589%1,307,3927,6572022-03-31
Vanguard Extended Market Index Investor1.340%0.089%1,306,3841,1572022-05-31
Vanguard Extended Market Index Investor1.339%-0.166%1,305,227-2,1652022-04-30
Vanguard Extended Market Index Investor1.334%0.211%1,299,7352,7412022-02-28
Vanguard Extended Market Index Investor1.328%-0.902%1,294,603-11,7812022-06-30
Vanguard Extended Market Index Investor1.324%0.903%1,302,10511,6492021-12-31
Vanguard Extended Market Index Investor1.319%-0.393%1,296,994-5,1112022-01-31
Vanguard Extended Market Index Investor1.312%0.875%1,290,45611,1882021-11-30
Vanguard Extended Market Index Investor1.301%0.539%1,279,2686,8592021-10-31
Vanguard Extended Market Index Investor1.294%-11.532%1,272,409-165,8632021-09-30
Schwab US Dividend Equity ETF™1.173%0.204%1,143,3562,3222022-02-28
First Trust Value Line® Dividend ETF1.145%0.050%1,116,1455522022-06-29
First Trust Value Line® Dividend ETF1.145%0.000%1,116,14502022-06-30
First Trust Value Line® Dividend ETF1.124%0.000%1,095,53602022-05-31
First Trust Value Line® Dividend ETF1.104%0.116%1,085,6511,2602021-12-30
First Trust Value Line® Dividend ETF1.103%-0.195%1,075,512-2,1002022-09-29
First Trust Value Line® Dividend ETF1.102%-0.441%1,083,987-4,8062022-01-31
First Trust Value Line® Dividend ETF1.074%0.000%1,046,87402022-03-31
Schwab US Dividend Equity ETF™1.072%0.036%1,054,1603842022-01-31
First Trust Value Line® Dividend ETF1.063%-0.098%1,035,847-1,0202022-02-28
First Trust Value Line® Dividend ETF1.053%0.000%1,035,44002021-10-31
Schwab US Dividend Equity ETF™1.039%0.202%1,021,8312,0642021-11-30
First Trust Value Line® Dividend ETF1.038%0.049%1,011,9794922022-08-31
First Trust Value Line® Dividend ETF1.017%0.000%991,01902022-04-28
Schwab US Dividend Equity ETF™1.015%0.359%998,2243,5692021-10-29
Schwab US Dividend Equity ETF™1.012%0.155%995,2551,5362021-12-31
Schwab US Dividend Equity ETF™1.011%0.116%993,7191,1522021-12-30
First Trust Value Line® Dividend ETF1.003%0.000%978,36502022-07-31
First Trust Value Line® Dividend ETF0.994%-0.034%976,946-3282021-09-30
First Trust Value Line® Dividend ETF0.985%0.000%968,45402021-11-30
Schwab US Dividend Equity ETF™0.982%0.266%965,6302,5622021-09-30
First Trust Value Line® Dividend ETF0.974%0.000%957,47602021-08-31
American Century Focused Lg Cap Val Inv0.947%316.318%923,485701,6632022-03-31
SPDR® S&P US Dividend Aristocrats ETFDis0.947%8.596%923,28473,0832022-04-30
First Trust Value Line® Dividend ETF0.926%0.000%931,62102021-07-29
SPDR® S&P MIDCAP 400 ETF Trust0.922%-0.800%906,110-7,3072021-07-31
Fuller & Thaler Behavioral Sm-Cp Eq R60.918%13.152%894,731104,0002022-05-31
Fuller & Thaler Behavioral Small-Cap Eq0.918%15.222%894,731118,2002022-05-31
Fuller & Thaler Behavioral Sm-Cp Eq R60.918%0.000%894,73102022-06-30
Fuller & Thaler Behavioral Sm-Cp Eq R60.918%0.000%894,73102022-07-31
Fuller & Thaler Behavioral Small-Cap Eq0.918%0.000%894,73102022-07-31
Delaware Ivy Mid Cap Income Opps I0.916%0.000%892,87902022-02-28
Schwab US Dividend Equity ETF™0.916%0.042%900,2683752021-08-31
BNP Paribas Smart Food I Cap0.910%0.252%886,6832,2312022-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.909%-1.367%893,728-12,3822021-08-31
Ivy Mid Cap Income Opps Composite0.908%11.337%893,06090,9382021-12-31
Delaware Ivy Mid Cap Income Opps I0.908%0.000%892,87902021-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.908%-1.007%913,417-9,2942021-06-30
BNP Paribas Smart Food I Cap0.907%0.062%884,1835492022-01-31
BNP Paribas Smart Food I Cap0.907%0.019%884,4521692022-03-31
BNP Paribas Smart Food I Cap0.907%0.011%884,2831002022-02-28
Impax Sustainable Food Strategy Comp0.907%0.000%883,61302022-01-31
Impax Sustainable Food Strategy Comp0.906%0.000%883,61302022-02-28
Impax Sustainable Food Strategy Comp0.906%0.000%883,61302022-03-31
Impax Sustainable Food Strategy Comp0.906%0.000%883,61302022-04-30
Impax Sustainable Food Strategy Comp0.906%0.000%883,61302022-05-31
BNP Paribas Smart Food I Cap0.905%-0.476%882,461-4,2232022-05-31
BNP Paribas Smart Food I Cap0.899%16.720%884,161126,6542021-10-31
Impax Sustainable Food Strategy Comp0.899%16.738%883,613126,6942021-10-31
Impax Sustainable Food Strategy Comp0.899%0.000%883,61302021-11-30
BNP Paribas Smart Food I Cap0.899%0.039%883,6343452021-12-31
Impax Sustainable Food Strategy Comp0.899%0.000%883,61302021-12-31
BNP Paribas Smart Food I Cap0.898%-0.099%883,289-8732021-11-30
Schwab US Dividend Equity ETF™0.893%-0.043%878,268-3752021-07-30
SPDR® S&P US Dividend Aristocrats ETFDis0.893%3.164%870,67026,7062022-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.892%2.935%877,13525,0082021-12-31
First Trust Value Line® Dividend ETF0.884%0.051%889,4454502021-06-30
SPDR® S&P MIDCAP 400 ETF Trust0.878%1.046%855,5508,8532022-04-30
Delaware Ivy Mid Cap Income Opps I0.877%-4.293%854,552-38,3272022-03-31
Ivy Mid Cap Inc. Oppor. Model Port.0.877%776,765.000%854,552854,4422022-03-31
Ivy Mid Cap Income Opps Composite0.877%-4.312%854,552-38,5082022-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.876%-0.152%854,250-1,3002022-05-31
SPDR® S&P MIDCAP 400 ETF Trust0.874%-3.849%859,327-34,4012021-09-30
Schwab US Dividend Equity ETF™0.873%0.071%878,2686252021-07-28
SPDR® S&P US Dividend Aristocrats ETFDis0.872%6.204%850,20149,6662022-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.869%1.138%846,6979,5282022-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.868%-0.898%846,583-7,6672022-06-30
SPDR® S&P MIDCAP 400 ETF Trust0.867%0.196%852,1271,6672021-11-30
SPDR® S&P US Dividend Aristocrats ETFDis0.866%0.068%843,9645772022-07-31
SPDR® S&P MIDCAP 400 ETF Trust0.865%-0.346%843,651-2,9322022-07-31
SPDR® S&P US Dividend Aristocrats ETFDis0.865%4.556%843,38736,7472022-06-30
SPDR® S&P MIDCAP 400 ETF Trust0.865%-1.032%850,460-8,8672021-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.859%-0.690%837,831-5,8202022-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.859%-0.794%837,169-6,7042022-02-28
SPDR® S&P MIDCAP 400 ETF Trust0.858%-3.792%843,873-33,2622022-01-31
Schwab US Dividend Equity ETF™0.854%0.444%858,8973,7972021-06-30
American Century Focused Lg Cap Val Inv0.844%-10.907%822,762-100,7232022-06-30
SPDR® S&P US Dividend Aristocrats ETFDis0.827%-12.634%806,640-116,6442022-05-31
Delaware Ivy Mid Cap Income Opps I0.827%-5.625%806,482-48,0702022-04-30
SPDR® S&P US Dividend Aristocrats ETFDis0.822%16.522%800,535113,5112022-02-28
Ivy Mid Cap Income Opps Composite0.816%11.077%802,12279,9882021-09-30
Delaware Ivy Mid Cap Income Opps I0.816%0.000%801,95902021-09-30
BNP Paribas Smart Food I Cap0.813%-10.213%792,340-90,1212022-06-30
BNP Paribas Smart Food I Cap0.813%0.002%792,357172022-07-31
Impax Sustainable Food Strategy Comp0.810%-10.582%790,113-93,5002022-06-30
Impax Sustainable Food Strategy Comp0.810%0.000%790,11302022-07-31
American Century NT Focused Lg Cap Val G0.805%26.904%791,413167,7812021-12-31
BNP Paribas Smart Food I Cap0.770%0.010%757,141792021-07-31
Impax Sustainable Food Strategy Comp0.770%6.964%756,91949,2772021-06-30
Impax Sustainable Food Strategy Comp0.770%0.000%756,91902021-07-31
Impax Sustainable Food Strategy Comp0.770%0.000%756,91902021-08-31
BNP Paribas Smart Food I Cap0.769%-0.103%756,363-7782021-08-31
BNP Paribas Smart Food I Cap0.752%6.998%757,06249,5172021-06-30
iShares S&P Mid-Cap 400 Value ETF0.727%0.000%714,53502022-01-31
Ivy Mid Cap Income Opps Composite0.718%9.178%722,13460,7032021-06-30
Delaware Ivy Mid Cap Income Opps I0.718%0.000%721,98102021-06-30
iShares S&P Mid-Cap 400 Value ETF0.709%0.065%691,4944502022-03-31
SPDR® S&P US Dividend Aristocrats ETFDis0.705%2.159%687,02414,5212022-01-31

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chickenEggs

$SON hint hint this is when you buy a few

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