Sonos Inc (SONO) Ownership

13.79 ↓0.11 (-0.79%)
As of October 3, 2022, 9:37am EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Sonos Inc (SONO), owning a total of 13.7 million shares. Combined, the top 125 institutional holders of SONO own 298.18% of the company with a total of 377.9 million shares.

In the latest ownership report, the top 125 institutional holders have increased their combined ownership of SONO by 55.7 million shares, a 12.84% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.783%0.866%13,721,872117,7592022-06-30
Vanguard Group Inc10.638%16.567%13,604,1131,933,4852022-03-31
BlackRock Inc9.878%20.784%12,604,9392,169,0382021-12-31
BlackRock Inc9.538%2.522%11,995,748295,0622021-06-30
BlackRock Inc9.391%103.100%11,700,6865,939,6252021-03-31
Vanguard Group Inc9.153%3.263%11,635,778367,7042021-09-30
Vanguard Group Inc9.146%0.300%11,670,62834,8502021-12-31
Vanguard Group Inc8.959%2.759%11,268,074302,5582021-06-30
Vanguard Group Inc8.801%15.722%10,965,5161,489,7882021-03-31
Coliseum Capital Management LLC4.269%36.506%5,432,4201,452,8132022-06-30
Lord, Abbett & Co LLC4.112%99.548%5,123,2402,555,8182021-03-31
Morgan Stanley - Brokerage Accounts3.841%18.840%4,912,327778,7672022-03-31
American Century Companies Inc3.648%42.947%4,664,7491,401,4672022-03-31
Morgan Stanley - Brokerage Accounts3.602%10.656%4,579,470441,0102021-09-30
American Century Companies Inc3.544%-3.333%4,509,283-155,4662022-06-30
Lord, Abbett & Co LLC3.411%-16.264%4,290,014-833,2262021-06-30
State Street Corporation3.382%3.039%4,303,510126,9222022-06-30
Morgan Stanley - Brokerage Accounts3.291%46.752%4,138,4601,318,4162021-06-30
State Street Corporation3.266%76.656%4,176,5881,812,3402022-03-31
Thrivent Financial For Lutherans3.246%28.520%4,126,024915,6042021-09-30
Morgan Stanley - Brokerage Accounts3.239%-9.737%4,133,560-445,9102021-12-31
Thrivent Financial For Lutherans3.205%7.077%4,078,674269,5632022-06-30
Coliseum Capital Management LLC3.112%0.000%3,979,6073,979,6072022-03-31
Thrivent Financial For Lutherans3.103%-4.047%3,959,035-166,9892021-12-31
Franklin Resources Inc3.056%4.213%3,888,919157,2092022-06-30
Thrivent Financial For Lutherans2.979%-3.787%3,809,111-149,9242022-03-31
Franklin Resources Inc2.918%24.567%3,731,710735,9742022-03-31
Lord, Abbett & Co LLC2.848%-15.616%3,620,067-669,9472021-09-30
JPMorgan Chase & Co2.820%29.028%3,584,454806,4052021-09-30
JPMorgan Chase & Co2.787%-0.799%3,555,832-28,6222021-12-31
JPMorgan Chase & Co2.778%-0.078%3,553,044-2,7882022-03-31
JPMorgan Chase & Co2.750%-1.522%3,498,967-54,0772022-06-30
American Century Companies Inc2.557%236.176%3,263,2822,292,5762021-12-31
Thrivent Financial For Lutherans2.553%0.000%3,210,4203,210,4202021-06-30
Trigran Investments Inc2.399%13.699%3,067,357369,5702022-06-30
Scopia Management Inc2.376%66.315%3,023,2091,205,4492022-06-30
Franklin Resources Inc2.348%51.055%2,995,7361,012,5222021-12-31
Morgan Stanley - Brokerage Accounts2.263%-28.137%2,820,044-1,104,1322021-03-31
JPMorgan Chase & Co2.209%32.708%2,778,049684,6892021-06-30
Trigran Investments Inc2.110%55.104%2,697,787958,4472022-03-31
Citadel Advisors Llc2.048%-33.770%2,551,343-1,300,9182021-03-31
Lord, Abbett & Co LLC2.027%-28.542%2,586,837-1,033,2302021-12-31
Millennium Management LLC2.006%243.848%2,559,8451,815,3762021-12-31
Two Sigma Advisers, LLC1.928%8.727%2,424,400194,6002021-06-30
Renaissance Technologies Corp1.902%3.931%2,392,05390,4832021-06-30
Two Sigma Investments LLC1.898%23.749%2,365,004453,8682021-03-31
HS Management Partners, LLC1.880%3.667%2,404,70485,0542022-03-31
State Street Corporation1.853%1.946%2,364,24845,1352021-12-31
Renaissance Technologies Corp1.847%-34.110%2,301,570-1,191,4832021-03-31
State Street Corporation1.824%2.639%2,319,11359,6272021-09-30
HS Management Partners, LLC1.818%0.000%2,319,6502,319,6502021-12-31
D. E. Shaw & Co LP1.813%19.643%2,304,729378,3842021-09-30
State Street Corporation1.797%2.091%2,259,48646,2792021-06-30
Two Sigma Advisers, LLC1.790%40.637%2,229,800644,3002021-03-31
Antipodes Partners Limited1.785%14.637%2,271,784290,0692022-06-30
State Street Corporation1.776%37.892%2,213,207608,1772021-03-31
Geode Capital Management, LLC1.774%7.072%2,268,110149,8072022-03-31
Scopia Management Inc1.770%83.474%2,258,1021,027,3512021-12-31
Geode Capital Management, LLC1.766%-0.936%2,246,878-21,2322022-06-30
JPMorgan Chase & Co1.680%1,024.460%2,093,3601,907,1952021-03-31
Geode Capital Management, LLC1.660%1.632%2,118,30334,0182021-12-31
Geode Capital Management, LLC1.640%10.749%2,084,285202,3012021-09-30
Two Sigma Investments LLC1.630%-13.322%2,049,943-315,0612021-06-30
Bank of America Corp1.618%27.939%2,068,949451,8162022-03-31
Amvescap Plc.1.597%6.522%2,031,623124,3822022-06-30
Antipodes Partners Limited1.595%48.291%2,035,277662,7902021-12-31
Deutsche Bank AG1.585%201.234%1,993,6341,331,8112021-06-30
Nuveen Asset Management, LLC1.560%8.148%1,943,881146,4472021-03-31
Franklin Resources Inc1.560%9.054%1,983,214164,6502021-09-30
Antipodes Partners Limited1.550%-2.632%1,981,715-53,5622022-03-31
D. E. Shaw & Co LP1.536%16.356%1,913,364268,9532021-03-31
D. E. Shaw & Co LP1.532%0.678%1,926,34512,9812021-06-30
Newbrook Capital Advisors LP1.520%8.159%1,939,061146,2692021-12-31
Nuveen Asset Management, LLC1.507%-2.523%1,894,839-49,0422021-06-30
Geode Capital Management, LLC1.496%39.159%1,881,984529,5852021-06-30
Amvescap Plc.1.491%8.088%1,907,241142,7152022-03-31
Citadel Advisors Llc1.487%-26.701%1,870,116-681,2272021-06-30
Lord, Abbett & Co LLC1.461%-27.762%1,868,671-718,1662022-03-31
Franklin Resources Inc1.446%47.908%1,818,564589,0422021-06-30
Amvescap Plc.1.441%2,513.090%1,831,5671,761,4752021-09-30
Scopia Management Inc1.421%-19.501%1,817,760-440,3422022-03-31
Newbrook Capital Advisors LP1.410%0.000%1,792,7921,792,7922021-09-30
Amvescap Plc.1.383%-3.660%1,764,526-67,0412021-12-31
Trigran Investments Inc1.363%5,281.620%1,739,3401,707,0202021-12-31
Principal Financial Group Inc1.317%361.077%1,683,9421,318,7232022-03-31
Hawk Ridge Management LLC1.311%98.422%1,667,844827,2902022-06-30
FMR Inc1.275%182.285%1,588,1941,025,5732021-03-31
Nuveen Asset Management, LLC1.273%-14.239%1,625,030-269,8092021-09-30
Bank of America Corp1.267%7.876%1,617,133118,0612021-12-31
FMR Inc1.230%16.059%1,563,874216,3972021-09-30
Bank of America Corp1.179%17.861%1,499,072227,1772021-09-30
Bank of America Corp1.178%-27.530%1,499,369-569,5802022-06-30
Bank of America Corp1.174%6.604%1,462,71190,6082021-03-31
Bank of New York Mellon Corp1.170%3.647%1,488,91352,3922022-06-30
Citadel Advisors Llc1.163%-20.939%1,478,528-391,5882021-09-30
Antipodes Partners Limited1.157%130.577%1,455,581824,3032021-06-30
Aristotle Capital Boston, LLC1.145%21.399%1,457,330256,8832022-06-30
Dimensional Fund Advisors, Inc.1.126%26.839%1,432,971303,2162022-06-30
Bank of New York Mellon Corp1.123%173.268%1,436,521910,8382022-03-31
Sandler Capital Management1.122%0.000%1,397,8101,397,8102021-03-31
Geode Capital Management, LLC1.085%11.092%1,352,399135,0332020-12-31
Acadian Asset Management LLC1.083%68.082%1,349,109546,4602021-03-31
Antipodes Partners Limited1.080%-5.709%1,372,487-83,0942021-09-30
Hawk Ridge Management LLC1.079%-54.764%1,344,753-1,628,0202021-03-31
Deutsche Bank AG1.079%-31.226%1,371,099-622,5352021-09-30
FMR Inc1.071%-15.157%1,347,477-240,7172021-06-30
Stonehill Capital Management LLC1.071%0.000%1,367,2491,367,2492021-12-31
Hawk Ridge Management LLC1.069%0.000%1,344,75302021-06-30
Northern Trust Corp1.038%6.943%1,327,31286,1692022-03-31
Northern Trust Corp1.035%-0.753%1,317,314-9,9982022-06-30
Northern Trust Corp1.034%26.220%1,288,856267,7382021-03-31
Deutsche Bank AG1.032%26.970%1,320,024280,3892022-03-31
Principal Financial Group Inc1.014%-23.373%1,290,363-393,5792022-06-30
Bank of America Corp1.011%-13.045%1,271,895-190,8162021-06-30
Northern Trust Corp0.992%-0.026%1,260,762-3212021-09-30
Trigran Investments Inc0.990%-52.246%1,233,431-1,349,4772021-03-31
Franklin Resources Inc0.978%4.206%1,229,52249,6232021-03-31
Northern Trust Corp0.973%-1.556%1,241,143-19,6192021-12-31
Hawk Ridge Management LLC0.971%-8.227%1,234,119-110,6342021-09-30
Scopia Management Inc0.968%0.000%1,230,7511,230,7512021-09-30
Goldman Sachs Group Inc0.957%-2.065%1,203,233-25,3672021-03-31
Shannon River Fund Management LLC0.950%41.756%1,211,962357,0002021-12-31
Aristotle Capital Boston, LLC0.943%18.039%1,200,447183,4522022-03-31
FMR Inc0.848%-30.808%1,082,080-481,7942021-12-31
Susquehanna International Group, LLP0.845%14.244%1,074,726133,9962021-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Sonos Inc (SONO), owning a total of 9.4 million shares. Combined, the top 286 mutual fund holders of SONO own 417.25% of the company with a total of 530.3 million shares.

In the latest ownership report, the top 286 mutual funds have increased their combined ownership of SONO by 22.8 million shares, a 4.12% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.376%0.251%9,385,54923,4552022-08-31
iShares Core S&P Small-Cap ETF7.327%0.049%9,370,0504,6142022-07-29
iShares Core S&P Small-Cap ETF7.296%0.000%9,284,83602022-09-29
iShares Core S&P Small-Cap ETF7.176%-0.025%9,156,756-2,2652022-04-28
iShares Core S&P Small-Cap ETF7.170%-0.083%9,149,206-7,5502022-04-29
iShares Core S&P Small-Cap ETF7.166%-0.048%9,143,901-4,4222022-03-31
iShares Core S&P Small-Cap ETF7.087%1.532%9,062,835136,7562022-06-30
iShares Core S&P Small-Cap ETF7.021%0.120%8,979,21510,7522022-05-31
iShares Core S&P Small-Cap ETF6.980%0.017%8,926,0791,5282022-06-29
American Century Ultra® Inv3.122%10.827%3,992,000390,0002022-06-30
American Century US Premier Lg Cp Gr3.122%10.827%3,992,000390,0002022-06-30
Vanguard Total Stock Mkt Idx Inv3.043%6.149%3,882,904224,9212022-02-28
Vanguard Total Stock Mkt Idx Inv2.973%0.244%3,783,6349,1992022-08-31
Vanguard Total Stock Mkt Idx Inv2.966%0.036%3,774,4351,3672022-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.965%0.000%3,773,0683,773,0682022-06-30
Vanguard Total Stock Mkt Idx Inv2.950%1.599%3,773,06859,3832022-06-30
Vanguard Total Stock Mkt Idx Inv2.904%0.894%3,713,68532,8872022-05-31
Vanguard Total Stock Mkt Idx Inv2.878%0.838%3,680,79830,5912022-04-30
Vanguard Total Stock Mkt Idx Inv2.867%1.193%3,657,98343,1372022-01-31
Vanguard Total Stock Mkt Idx Inv2.861%-5.993%3,650,207-232,6972022-03-31
Vanguard Total Stock Mkt Idx Inv2.832%1.902%3,614,84667,4682021-12-31
American Century Ultra® Inv2.823%66.759%3,602,0001,442,0002022-03-31
American Century US Premier Lg Cp Gr2.823%66.759%3,602,0001,442,0002022-03-31
Vanguard Total Stock Mkt Idx Inv2.821%3.365%3,514,436114,4212021-06-30
Vanguard Total Stock Mkt Idx Inv2.813%0.074%3,537,2972,6262021-10-31
Vanguard Total Stock Mkt Idx Inv2.810%0.532%3,534,67118,7172021-09-30
Vanguard Total Stock Mkt Idx Inv2.800%0.194%3,521,2606,8242021-07-31
Vanguard Total Stock Mkt Idx Inv2.796%-0.151%3,515,954-5,3062021-08-31
Vanguard Total Stock Mkt Idx Inv2.790%0.285%3,547,37810,0812021-11-30
Vanguard Small Cap Index2.552%0.222%3,247,4437,1852022-08-31
Vanguard Small Cap Index2.546%0.184%3,240,2585,9642022-07-31
Vanguard Small Cap Index2.529%0.942%3,234,29430,1922022-06-30
Vanguard Small Cap Index2.513%1.410%3,207,20744,6002021-12-31
Vanguard Small Cap Index2.507%0.247%3,199,1537,8902022-03-31
Vanguard Small Cap Index2.506%-0.282%3,198,157-9,0502022-01-31
Vanguard Small Cap Index2.505%0.017%3,204,1025592022-05-31
Vanguard Small Cap Index2.505%0.137%3,203,5434,3902022-04-30
Vanguard Small Cap Index2.501%-0.216%3,191,263-6,8942022-02-28
Vanguard Small Cap Index2.498%0.378%3,142,23711,8402021-10-31
Vanguard Small Cap Index2.489%0.672%3,130,39720,8902021-09-30
Vanguard Small Cap Index2.488%0.648%3,162,60720,3702021-11-30
Vanguard Small Cap Index2.488%4.879%3,099,344144,1772021-06-30
Vanguard Small Cap Index2.472%0.245%3,109,5077,5952021-08-31
Vanguard Small Cap Index2.466%0.083%3,101,9122,5682021-07-31
iShares Russell 2000 ETF2.273%1.621%2,906,83946,3662022-06-29
iShares Russell 2000 ETF2.268%-0.230%2,900,147-6,6922022-06-30
iShares Russell 2000 ETF2.265%-0.314%2,890,570-9,1012022-03-31
iShares Russell 2000 ETF2.246%0.170%2,871,6994,8802022-05-31
iShares Russell 2000 ETF2.242%-0.016%2,849,763-4522021-11-30
iShares Russell 2000 ETF2.241%0.458%2,860,15613,0412022-04-28
Franklin Technology A Acc USD2.239%21.018%2,849,500494,9002022-08-31
iShares Russell 2000 ETF2.222%0.308%2,794,5098,5882021-10-29
iShares Russell 2000 ETF2.214%-1.233%2,824,897-35,2592022-04-29
iShares Russell 2000 ETF2.211%-0.247%2,781,181-6,8852021-08-31
iShares Russell 2000 ETF2.205%-0.414%2,803,412-11,6482021-12-29
iShares Russell 2000 ETF2.203%-0.723%2,744,439-19,9762021-06-30
iShares Russell 2000 ETF2.194%-1.012%2,792,419-28,5562022-09-29
iShares Russell 2000 ETF2.191%0.064%2,785,9401,7922021-12-31
iShares Russell 2000 ETF2.181%0.279%2,742,4657,6162021-09-30
iShares Russell 2000 ETF2.177%-0.157%2,770,639-4,3562022-08-31
iShares Russell 2000 ETF2.168%0.087%2,773,0592,4202022-07-29
iShares Russell 2000 ETF2.157%-0.698%2,712,659-19,0682021-07-30
iShares Russell 2000 ETF2.142%-0.592%2,733,602-16,2722022-02-28
iShares Russell 2000 ETF2.134%-1.022%2,733,524-28,2242022-01-31
Lord Abbett Developing Growth A2.059%-1.144%2,565,548-29,6832021-05-31
Lord Abbett Developing Growth A2.025%-0.724%2,546,980-18,5682021-06-30
Lord Abbett Developing Growth A2.006%-0.954%2,522,679-24,3012021-07-31
Lord Abbett Developing Growth A1.973%-1.626%2,481,667-41,0122021-08-31
Franklin Technology A Acc USD1.850%0.000%2,354,60002022-07-31
Franklin Technology A Acc USD1.845%0.000%2,354,60002022-01-31
Franklin Technology A Acc USD1.845%0.000%2,354,60002022-02-28
Franklin Technology A Acc USD1.845%0.000%2,354,60002022-03-31
Franklin Technology A Acc USD1.845%45.805%2,354,600739,7002021-12-31
Franklin Technology A Acc USD1.841%0.000%2,354,60002022-04-30
Franklin Technology A Acc USD1.841%0.000%2,354,60002022-05-31
Franklin Technology A Acc USD1.841%0.000%2,354,60002022-06-30
American Century Ultra® Inv1.692%0.000%2,160,0002,160,0002021-12-31
American Century US Premier Lg Cp Gr1.692%0.000%2,160,0002,160,0002021-12-31
Vanguard Small Cap Growth Index Inv1.577%1.863%1,964,80035,9252021-06-30
Vanguard Small Cap Growth Index Inv1.573%0.620%1,977,90512,1952021-09-30
Vanguard Small Cap Growth Index Inv1.572%-0.037%1,977,166-7392021-10-31
Vanguard Small Cap Growth Index Inv1.563%0.198%1,965,7103,8822021-08-31
Vanguard Small Cap Growth Index Inv1.561%0.748%1,992,34414,7872021-12-31
Vanguard Small Cap Growth Index Inv1.560%-0.151%1,961,828-2,9722021-07-31
Vanguard Small Cap Growth Index Inv1.556%0.020%1,977,5573912021-11-30
Vanguard Small Cap Growth Index Inv1.549%0.154%1,976,0753,0412022-02-28
Vanguard Small Cap Growth Index Inv1.546%-0.969%1,973,034-19,3102022-01-31
Lord Abbett Developing Growth A1.540%-21.959%1,936,730-544,9372021-09-30
Vanguard Small Cap Growth Index Inv1.530%1.330%1,956,23225,6812022-05-31
JPMorgan Small Cap Growth A1.518%26.718%1,908,604402,4242021-07-31
Vanguard Small Cap Growth Index Inv1.514%0.937%1,925,90717,8742022-08-31
Vanguard Small Cap Growth Index Inv1.513%-2.266%1,931,292-44,7832022-03-31
Vanguard Small Cap Growth Index Inv1.510%-0.038%1,930,551-7412022-04-30
Vanguard Small Cap Growth Index Inv1.499%-0.189%1,908,033-3,6172022-07-31
Vanguard Small Cap Growth Index Inv1.495%-2.279%1,911,650-44,5822022-06-30
JPMorgan Small Cap Growth A1.494%-1.535%1,879,303-29,3012021-08-31
JPMorgan Small Cap Growth A1.494%0.000%1,879,30302021-09-30
JPMorgan Small Cap Growth A1.463%-1.029%1,859,965-19,3382021-10-31
JPMorgan Small Cap Growth A1.463%0.000%1,859,96502021-11-30
JPMorgan Small Cap Growth A1.432%3.794%1,830,95766,9292022-05-31
JPMorgan Small Cap Growth A1.421%-0.772%1,816,824-14,1332022-06-30
JPMorgan Small Cap Growth A1.405%-3.222%1,800,045-59,9202021-12-31
JPMorgan Small Cap Growth A1.403%-0.540%1,790,329-9,7162022-01-31
JPMorgan Small Cap Growth A1.392%-0.766%1,776,623-13,7062022-02-28
JPMorgan Small Cap Growth A1.392%0.000%1,776,62302022-03-31
JPMorgan Small Cap Growth A1.387%-2.850%1,765,053-51,7712022-07-31
JPMorgan Small Cap Growth A1.379%-0.709%1,764,028-12,5952022-04-30
Vanguard Extended Market Index Investor1.345%0.820%1,712,09913,9192022-08-31
Vanguard Extended Market Index Investor1.335%0.496%1,698,1808,3772022-07-31
Vanguard Extended Market Index Investor1.321%1.166%1,689,80319,4772022-06-30
Vanguard Extended Market Index Investor1.306%0.508%1,670,3268,4392022-05-31
Vanguard Extended Market Index Investor1.305%1.043%1,664,79817,1782022-03-31
Vanguard Extended Market Index Investor1.304%0.171%1,640,5592,8052021-10-31
Vanguard Extended Market Index Investor1.302%16.552%1,637,754232,5832021-09-30
Vanguard Extended Market Index Investor1.300%0.735%1,652,62412,0652021-11-30
Vanguard Extended Market Index Investor1.300%-0.175%1,661,887-2,9112022-04-30
Vanguard Extended Market Index Investor1.292%-0.194%1,649,413-3,2112021-12-31
Vanguard Extended Market Index Investor1.291%0.592%1,647,6209,6912022-02-28
Vanguard Extended Market Index Investor1.284%-0.696%1,637,929-11,4842022-01-31
Franklin Technology A Acc USD1.270%20.291%1,614,900272,4002021-11-30
Thrivent Mid Cap Stock A1.269%2.839%1,619,78344,7132022-01-31
Thrivent Mid Cap Stock A1.269%0.000%1,619,78302022-02-28
Thrivent Mid Cap Stock A1.268%6.559%1,613,70999,3332022-06-30
Thrivent Mid Cap Stock A1.239%1.858%1,575,07028,7352021-10-31
Thrivent Mid Cap Stock A1.234%0.000%1,575,07002021-12-31
Lord Abbett Developing Growth A1.231%-19.193%1,565,018-371,7122021-10-31
Thrivent Mid Cap Stock A1.229%0.000%1,575,07002021-11-30
JPMorgan Small Cap Growth A1.223%12.620%1,523,503170,7182021-05-31
Lord Abbett Developing Growth A1.219%-0.999%1,549,391-15,6272021-11-30
Thrivent Mid Cap Stock A1.216%2.332%1,546,33535,2412021-09-30
Thrivent Mid Cap Stock A1.202%45.184%1,511,094470,2832021-07-31
Thrivent Mid Cap Stock A1.202%0.000%1,511,09402021-08-31
JPMorgan Small Cap Growth A1.198%-1.137%1,506,180-17,3232021-06-30
Thrivent Mid Cap Stock A1.184%3.349%1,514,37649,0732022-05-31
Thrivent Mid Cap Stock A1.146%-9.537%1,465,303-154,4802022-03-31
Thrivent Mid Cap Stock A1.146%0.000%1,465,30302022-04-30
Vanguard Extended Market Index Investor1.124%4.356%1,400,71258,4642021-06-30
Vanguard Extended Market Index Investor1.123%0.838%1,412,45511,7432021-07-31
Vanguard Extended Market Index Investor1.117%-0.516%1,405,171-7,2842021-08-31
Franklin Technology A Acc USD1.067%23.562%1,342,500256,0002021-08-31
Franklin Technology A Acc USD1.067%0.000%1,342,50002021-09-30
Franklin Technology A Acc USD1.067%0.000%1,342,50002021-10-31
Lord Abbett Developing Growth A1.016%0.901%1,296,55411,5772022-03-31
Lord Abbett Developing Growth A1.007%10.047%1,284,977117,3142022-02-28
OBAM N.V. Classic0.967%0.000%1,230,50002022-06-30
OBAM N.V. Classic0.967%0.000%1,230,50002022-07-31
OBAM N.V. - Classic0.964%11.056%1,230,500122,5002022-03-31
OBAM N.V. - Classic0.962%0.000%1,230,50002022-04-30
OBAM N.V. - Classic0.962%0.000%1,230,50002022-05-31
OBAM N.V. - Classic0.962%0.000%1,230,50002022-06-30
iShares S&P Small-Cap 600 Value ETF0.948%0.000%1,212,92202022-06-29
iShares S&P Small-Cap 600 Value ETF0.947%-0.121%1,211,454-1,4682022-06-30
Thrivent Mid Cap Stock0.930%41.302%1,170,104342,0182021-07-31
Thrivent Mid Cap Stock0.930%0.000%1,170,10402021-08-31
Vanguard Tax-Managed Small Cap Adm0.929%0.000%1,181,84902022-07-31
Vanguard Tax-Managed Small Cap Adm0.929%0.000%1,181,84902022-08-31
Lord Abbett Developing Growth A0.926%-23.431%1,186,359-363,0322021-12-31
Vanguard Tax-Managed Small Cap Adm0.924%3.721%1,181,84942,4002022-05-31
Vanguard Tax-Managed Small Cap Adm0.924%0.000%1,181,84902022-06-30
Thrivent Mid Cap Stock0.920%0.000%1,170,10402021-09-30
Lord Abbett Developing Growth A0.915%-1.576%1,167,663-18,6962022-01-31
Thrivent Mid Cap Stock0.908%-1.400%1,153,721-16,3832021-10-31
Vanguard Tax-Managed Small Cap Adm0.893%0.000%1,139,4491,139,4492022-03-31
Vanguard Tax-Managed Small Cap Adm0.891%0.000%1,139,44902022-04-30
iShares S&P Small-Cap 600 Value ETF0.889%0.323%1,136,3143,6552022-05-31
Franklin Technology A Acc USD0.872%0.000%1,086,50002021-06-30
OBAM N.V. - Classic0.868%38.673%1,108,000309,0002022-02-28
iShares Russell 2000 Growth ETF0.866%-0.115%1,106,872-1,2752022-05-31
Franklin Technology A Acc USD0.864%0.000%1,086,50002021-07-31
iShares Russell 2000 Growth ETF0.835%0.000%1,065,93902022-03-31
Thrivent Mid Cap Stock0.835%0.000%1,065,75102021-12-31
iShares S&P Small-Cap 600 Value ETF0.834%-0.132%1,064,318-1,4022022-03-31
Thrivent Mid Cap Stock0.832%-7.625%1,065,751-87,9702021-11-30
Thrivent Mid Cap Stock A0.828%0.000%1,040,8111,040,8112021-05-31
Thrivent Mid Cap Stock A0.828%0.000%1,040,81102021-06-30
iShares Russell 2000 Growth ETF0.821%0.000%1,047,30002022-04-28
iShares Russell 2000 Growth ETF0.821%0.000%1,047,30002022-04-29
BlackRock Global Allocation Instl0.819%103.820%1,019,865519,4902021-04-30
BlackRock Global Allocation Instl0.811%0.000%1,019,86502021-07-31
Franklin Small Cap Growth Adv0.803%32.865%1,022,000252,8002022-08-31
Thrivent Mid Cap Stock0.800%-4.195%1,021,038-44,7132022-01-31
Thrivent Mid Cap Stock0.800%0.000%1,021,03802022-02-28
iShares S&P Small-Cap 600 Value ETF0.792%0.156%1,007,9221,5702022-08-31
Thrivent Mid Cap Stock0.789%4.428%1,003,63042,5582022-06-30
iShares Russell 2000 Growth ETF0.788%0.119%1,001,8561,1862021-12-29
iShares Russell 2000 Growth ETF0.786%-0.117%1,005,459-1,1752022-07-29
iShares Russell 2000 Growth ETF0.785%0.000%998,29802021-12-31
iShares Russell 2000 Growth ETF0.782%0.580%999,6115,7602022-06-30
iShares Russell 2000 Growth ETF0.778%-0.120%989,695-1,1872022-08-31
iShares Russell 2000 Growth ETF0.777%-0.231%993,851-2,3042022-06-29
iShares Russell 2000 Growth ETF0.773%0.126%962,8831,2082021-06-30
iShares Russell 2000 Growth ETF0.771%0.000%981,63502022-09-29
iShares Russell 2000 Growth ETF0.768%0.486%980,5084,7442022-02-28
Fidelity® Small Cap Index0.765%0.321%978,6003,1292022-05-31
iShares Russell 2000 Growth ETF0.764%0.252%960,4672,4162021-07-30
Fidelity® Small Cap Index0.763%0.239%975,4712,3242022-04-30
iShares Russell 2000 Growth ETF0.762%0.000%958,57202021-08-31
Fidelity® Small Cap Index0.761%7.257%973,14765,8422022-03-31
iShares S&P Small-Cap 600 Value ETF0.760%-0.075%971,255-7242022-07-29
iShares Russell 2000 Growth ETF0.759%0.248%954,9882,3602021-09-30
Fidelity® Small Cap Index0.757%0.734%963,8077,0222022-07-31
Lord Abbett Developing Growth A0.757%-25.324%968,220-328,3342022-04-30
Fidelity® Small Cap Index0.752%-2.229%956,785-21,8152022-06-30
Thrivent Mid Cap Stock0.752%2.237%961,07221,0252022-05-31
iShares S&P Small-Cap 600 Value ETF0.751%-0.375%958,417-3,6052022-04-28
iShares Russell 2000 Growth ETF0.751%0.000%954,67502021-11-30
iShares S&P Small-Cap 600 Value ETF0.751%-0.075%957,696-7212022-04-29
iShares Russell 2000 Growth ETF0.750%0.000%943,60802021-10-29
iShares Russell 2000 Growth ETF0.746%-0.124%955,602-1,1862022-01-31
Thrivent Mid Cap Stock0.735%-7.932%940,047-80,9912022-03-31
Thrivent Mid Cap Stock0.735%0.000%940,04702022-04-30
BlackRock Strategic Income Opps Instl0.722%27.346%908,352195,0582021-03-31
BlackRock Strategic Income Opps Instl0.720%-0.255%906,037-2,3152021-04-30
iShares S&P Small-Cap 600 Value ETF0.716%-0.084%911,397-7652022-09-29
BlackRock Strategic Income Opps Instl0.714%0.000%906,03702021-05-31
BlackRock Strategic Income Opps Instl0.713%0.000%906,03702021-06-30
Fidelity® Small Cap Index0.712%1.812%895,48015,9382021-05-31
Fidelity® Small Cap Index0.711%3.603%907,30531,5552022-02-28
BlackRock Strategic Income Opps Instl0.710%0.000%906,03702021-07-31
Fidelity® Small Cap Index0.707%0.742%889,7116,5552021-08-31
Fidelity® Small Cap Index0.702%1.086%883,1569,4882021-07-31
Fidelity® Small Cap Index0.695%-2.436%873,668-21,8122021-06-30
Fidelity® Small Cap Index0.689%0.676%875,5005,8762021-10-31
Fidelity® Small Cap Index0.686%1.488%875,75012,8432022-01-31
Fidelity® Small Cap Index0.684%-2.258%869,624-20,0872021-09-30
Fidelity® Small Cap Index0.679%-0.715%869,241-6,2592021-11-30
Fidelity® Small Cap Index0.676%-0.729%862,907-6,3342021-12-31
iShares S&P Small-Cap 600 Growth ETF0.674%-0.198%857,024-1,7042022-08-31
Thrivent Mid Cap Stock0.658%0.000%828,086828,0862021-05-31
Thrivent Mid Cap Stock0.658%0.000%828,08602021-06-30
iShares S&P Small-Cap 600 Growth ETF0.644%0.517%823,8714,2352022-07-29
Invesco Small Cap Growth A0.631%0.000%793,287793,2872021-09-30
OBAM N.V. - Classic0.624%64.742%799,000314,0002021-12-31
Invesco Small Cap Growth A0.612%0.000%780,79602022-03-31
Invesco Small Cap Growth A0.611%0.000%780,79602022-06-30
Invesco Small Cap Growth A0.609%-1.575%780,796-12,4912021-12-31
Franklin Small Cap Growth Adv0.605%0.000%769,20002022-07-31
Franklin Small Cap Growth Adv0.602%10.201%769,20071,2002022-05-31
Franklin Small Cap Growth Adv0.602%0.000%769,20002022-06-30
Franklin US Small Cap Growth Equity0.602%20.792%769,200132,4002022-06-30
Lord Abbett & Co. Small to Mid Value0.585%17.129%728,250106,5002021-03-31
BlackRock Global Allocation Instl0.581%2.386%741,53417,2822022-01-31
iShares S&P Small-Cap 600 Growth ETF0.580%0.000%741,86302022-05-31
iShares S&P Small-Cap 600 Growth ETF0.575%0.000%734,83602022-06-30
Fidelity® Small Cap Growth0.573%0.000%720,59202021-05-31
iShares S&P Small-Cap 600 Growth ETF0.571%0.000%727,98202022-03-31
BlackRock Global Allocation Instl0.570%-28.986%724,252-295,6132021-10-31
BlackRock Strategic Income Opps Instl0.568%-19.948%725,300-180,7372021-08-31
BlackRock Strategic Income Opps Instl0.567%62.809%713,294275,1762021-02-28
Lord Abbett Value Opportunities I0.567%-2.999%706,410-21,8402021-05-31
BGF Global Allocation A20.550%0.000%691,116691,1162021-06-30
BGF Global Allocation A20.550%0.000%691,11602021-07-31
BGF Global Allocation A20.531%1.881%667,75912,3302021-04-30
BGF Global Allocation A20.531%0.000%667,75902021-05-31
BGF Global Allocation A20.526%109.709%655,429342,8872021-03-31
Fidelity® Extended Market Index0.516%0.000%658,03902022-01-31
Fidelity® Extended Market Index0.514%2.735%658,03917,5202021-12-31
Lord Abbett Value Opportunities I0.508%1.963%639,01012,3002021-08-31
Lord Abbett & Co. Small to Mid Value0.508%1.963%639,01012,3002021-09-30
Lord Abbett Value Opportunities I0.508%0.000%639,01002021-09-30
Fidelity® Extended Market Index0.504%0.938%640,5195,9532021-11-30
Lord Abbett Value Opportunities I0.503%0.000%639,01002021-10-31
Fidelity® Extended Market Index0.499%2.655%634,56616,4122021-10-31
Franklin Small Cap Growth Adv0.499%0.000%636,800636,8002022-01-31
Franklin Small Cap Growth Adv0.499%0.000%636,80002022-02-28
Lord Abbett & Co. Small to Mid Value0.498%-13.943%626,710-101,5402021-06-30
Lord Abbett Value Opportunities I0.498%-11.282%626,710-79,7002021-06-30
Lord Abbett Value Opportunities I0.498%0.000%626,71002021-07-31
Fidelity® Small Cap Growth0.494%35.340%632,666165,2002021-11-30
Fidelity® Extended Market Index0.492%15.147%618,15481,3142021-09-30
Templeton Global Smaller Comp A0.464%0.000%578,60002021-06-30
American Century Small Cap Growth Inv0.461%0.000%574,452574,4522021-06-30
American Century U.S. Small Cap Growth0.461%0.000%574,452574,4522021-06-30
Templeton Global Smaller Comp A0.460%0.000%578,60002021-07-31
Templeton Global Smaller Comp A0.460%0.000%578,60002021-08-31
Templeton Global Smaller Comp A0.460%0.000%578,60002021-09-30
American Century Small Cap Growth Inv0.457%0.000%574,45202021-09-30
American Century U.S. Small Cap Growth0.457%0.000%574,45202021-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.457%4.973%580,46627,5002021-12-31
Templeton Global Smaller Comp A0.456%0.000%578,60002021-10-31
Templeton Global Smaller Comp A0.455%0.000%578,60002021-11-30
Lord Abbett Value Opportunities I0.455%-9.530%578,110-60,9002021-11-30
Fidelity® Small Cap Index0.438%3.911%545,20820,5212021-01-31
CREF Stock R10.434%-0.636%540,603-3,4582021-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.430%-9.339%535,866-55,2002021-06-30
Fidelity® Blue Chip Growth0.424%0.000%527,94802021-05-31

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a

$SONO Pack it up boys.

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mezzymez2

$SONO id rather have a dip then rip than a gap and crap

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