How many institutions own SMBC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SMBC shares is 202, representing 54.96% of the company's common stock.

Who are the major shareholders selling Southern Missouri Bancorp, Inc. stock?

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC, in the last quarter, reduced its stake in SMBC by -3.33% restricting it's holding to 23.23 thousand shares of worth nearly $1.37M. TWO SIGMA INVESTMENTS, LP also lessened -27.41% of the SMBC shares from its portfolio, reducing its holding to 29.76 thousand shares of worth $1.76B. BANK OF NEW YORK MELLON CORP also shunned SMBC shares holding by -3.26% last quarter which brought its holding to 45.85 thousand shares worth $2.71M.

Investors who are buying SMBC stock?

As per its latest 13F filing, FRANKLIN RESOURCES INC increased its stake in SMBC by 32.18% in the last quarter. The institutional holder raised its holding to 33.12 thousand shares having worth more than $1.96M. BARCLAYS PLC also added 14.09% more shares of SMBC to its portfolio, raising its holding to 33.41 thousand shares of worth $1.98B. ACADIAN ASSET MANAGEMENT LLC also increased its SMBC shares holding by 69.22% which brought its holding to 41.06 thousand shares worth $2.43M.

SMBC's major insiders: who are they?

The insider with the most stakes in SMBC is Jones Daniel Lee , at the company. Additionally, SMBC stock is highly held by STEFFENS GREG A and Retired Director Young William E among others.

Did an insider recently sell SMBC stock?

Company executives, directors, and other insiders own 14.22% percent of Southern Missouri Bancorp, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which SMBC insiders have sold stock, totaling 1.5K shares. Insiders that have sold shares include YOUNG WILLIAM E, DORTON BRETT, and ROBISON DENNIS C.

Which insider recently purchased SMBC stock?

There have been 0 transaction(s) during the past 6-months in which Southern Missouri Bancorp, Inc. insiders have bought stock, totalling 0 shares

How much of SMBC does insiders own?

Around 93.55K Southern Missouri Bancorp, Inc. shares are held by insiders, which represents about 14.22% of SMBC stock.

Who is the insider with the largest stake?

SMBC , Jones Daniel Lee holds the largest portfolio of the company's shares. SMBC shares owned by Jones total nearly 280 thousand.

Which institution holds the most shares in SMBC?

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is the largest institutional owner in SMBC which holds 23.23 thousand shares worth $1.37M or 0.21% of the total SMBC shares outstanding followed by TWO SIGMA INVESTMENTS, LP with ownership of 29.76 thousand shares representing 0.27% of the SMBC ownership. FRANKLIN RESOURCES INC is the third largest stakeholder with 33.12 thousand shares or 0.3% of the ownership worth more than $1.96M.

Is Southern Missouri Bancorp, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SMBC is concerned, it is a stock which is optionable.

Is there a short position on SMBC's shares?

Number of SMBC shares short is 81.53K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SMBC shares are there?

As of today, 11.30M shares of SMBC are outstanding.

Is there many float in SMBC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SMBC has 9.58M shares in float.

SMBC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SMBC is 2.23.

Southern Missouri Bancorp (SMBC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.72

Short Percent Of Float0.86

Shares Outstanding11.30M

Shares Float9.58M

Shares Short81.53K

Short Ratio2.23

0.86%

Short % of Float

0.72%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

14.22% Percentage of Shares held by All Insiders

54.96% Percentage of Shares held by All Institutions

64.07% Percentage of Float held by Institutions

202

Number of Institutions Holding Shares

Institutional Ownership

About 54.96% of SMBC shares are held by financial institutions. BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is the top corporate investor, holding 23.23K shares valued at $1.37M. A 0.21% stake in Southern Missouri Bancorp, Inc. is owned by the company. TWO SIGMA INVESTMENTS, LP owns 29.76K shares valued at $1.76B, which translates its holding of 0.27% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	23.23K	1.37M	-800	-3.33%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	29.76K	1.76B	-11.24K	-27.41%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.3%	33.12K	1.96M	8.06K	+32.18%
Dec 31, 2025	BARCLAYS PLC	0.3%	33.41K	1.98B	4.13K	+14.09%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.37%	41.06K	2.43M	16.8K	+69.22%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.4%	44.6K	2.64B	18.05K	+68.01%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	45.85K	2.71M	-1.54K	-3.26%
Dec 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.5%	55.87K	3.3M	100	+0.18%
Dec 31, 2025	UBS GROUP AG	0.52%	58.17K	3.44B	-12.14K	-17.27%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.56%	62.36K	3.69M	52.51K	+533.18%
Dec 31, 2025	JPMORGAN CHASE & CO	0.63%	70.17K	4.15M	6.7K	+10.56%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.63%	70.6K	4.17B	33.05K	+88.04%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	77.94K	4.61M	-1.64K	-2.06%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.7%	78.16K	4.62B	22.53K	+40.50%
Dec 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.71%	79.31K	4.69M	0	0
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.74%	82.98K	4.91B	-17.74K	-17.62%
Dec 31, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.82%	91.03K	5.38M	37.83K	+71.09%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.83%	93.02K	5.5B	-20.72K	-18.22%
Dec 31, 2025	MORGAN STANLEY	0.92%	102.71K	6.07B	12.01K	+13.25%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.07%	230.97K	13.66B	-1.66K	-0.71%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.17%	242.22K	14.32M	-5.75K	-2.32%
Dec 31, 2025	STATE STREET CORP	2.47%	275.91K	16.31M	62.36K	+29.20%
Dec 31, 2025	CLAYTON FINANCIAL GROUP LLC	2.51%	280.42K	16.58M	280.42K	+100.00%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.85%	428.89K	25.36M	-3.57K	-0.83%
Dec 31, 2025	VANGUARD GROUP INC	5.64%	629.31K	37.2B	2.17K	+0.35%
Dec 31, 2025	BLACKROCK, INC.	8.38%	934.58K	55.25B	116.16K	+14.19%
Dec 31, 2025	CITADEL ADVISORS LLC	0.07%	8.17K	482.83M	-26.97K	-76.76%
Dec 31, 2025	ALPS ADVISORS INC	0.07%	8.27K	488.98K	71	+0.87%
Dec 31, 2025	FEDERATED HERMES, INC.	0.08%	8.64K	510.86K	7.2K	+499.65%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.08%	8.82K	521.44K	0	0
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.09%	9.93K	587.06K	9.93K	+100.00%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.1%	10.7K	632.58K	-800	-6.96%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.1%	10.82K	639.46K	3.53K	+48.43%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.1%	11.18K	660.96K	-91	-0.81%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	11.4K	674.15M	5.91K	+107.40%
Dec 31, 2025	RHUMBLINE ADVISERS	0.11%	12.11K	715.76M	-2.83K	-18.92%
Dec 31, 2025	HRT FINANCIAL LP	0.11%	12.4K	733K	-3.97K	-24.25%
Dec 31, 2025	MARSHALL WACE, LLP	0.11%	12.63K	746.57K	-8.41K	-39.98%
Dec 31, 2025	BALBOA WEALTH PARTNERS	0.12%	12.94K	765.18K	57	+0.44%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	14.81K	875K	9.25K	+166.53%
Dec 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.14%	15.39K	909.68K	0	0
Dec 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.16%	17.54K	1.04M	-9.32K	-34.69%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.17%	18.48K	1.09M	1.31K	+7.62%
Dec 31, 2025	NUVEEN, LLC	0.17%	18.89K	1.12B	-1.93K	-9.29%
Dec 31, 2025	SWISS NATIONAL BANK	0.17%	18.95K	1.12M	400	+2.16%
Dec 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.17%	19.48K	1.15M	19.48K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.2%	21.81K	1.29B	4.26K	+24.24%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.2%	22.3K	1.32M	-2.5K	-10.08%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.05%	5.54K	327K	550	+11.03%
Dec 31, 2025	SIMMONS BANK	0.05%	5.54K	327.53K	0	0
Dec 31, 2025	WELCH & FORBES LLC	0.05%	6.1K	360.57K	0	0
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.06%	6.16K	363.94K	0	0
Dec 31, 2025	CITIGROUP INC	0.06%	6.37K	376.6K	4.54K	+248.47%
Dec 31, 2025	IEQ CAPITAL, LLC	0.06%	7.11K	420.05K	7.11K	+100.00%
Dec 31, 2025	DEUTSCHE BANK AG\	0.07%	7.42K	438.61K	0	0
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.07%	7.88K	465.63K	-2.42K	-23.51%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0.09%	9.79K	578K	9.79K	+100.00%
Dec 31, 2025	PANAGORA ASSET MANAGEMENT INC	0.13%	13.98K	826.62K	13.98K	+100.00%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.9%	100.72K	5.29M	46.73K	+86.55%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.07%	232.63K	12.23M	1.97K	+0.85%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.21%	247.97K	13.03M	-4.66K	-1.85%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.45%	275.41K	14.48M	25.75K	+10.31%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.85%	432.46K	22.73M	4.04K	+0.94%
Sep 30, 2025	FMR LLC	5.19%	583.06K	30.65M	-280.65K	-32.49%
Sep 30, 2025	NUVEEN, LLC	0.19%	20.82K	1.09M	0	0
Sep 30, 2025	BLACKROCK, INC.	7.28%	818.42K	43.02M	44.49K	+5.75%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.1%	11.5K	604.44K	-355	-2.99%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.11%	12.89K	677.27K	56	+0.44%
Sep 30, 2025	INVESCO LTD.	0.13%	14.64K	769.53K	1.42K	+10.76%
Sep 30, 2025	ALGERT GLOBAL LLC	0.13%	14.76K	776K	14.76K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	14.93K	784.87K	-203	-1.34%
Sep 30, 2025	VANGUARD GROUP INC	5.58%	627.14K	32.96M	1.04K	+0.17%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.15%	17.17K	902.46K	2.24K	+15.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.56%	63.47K	3.34M	4.53K	+7.68%
Sep 30, 2025	UBS GROUP AG	0.63%	70.32K	3.7M	5.53K	+8.53%
Sep 30, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.71%	79.31K	4.17M	0	0
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.71%	79.59K	4.18M	1.11K	+1.42%
Sep 30, 2025	MORGAN STANLEY	0.81%	90.69K	4.77M	28.93K	+46.84%
Sep 30, 2025	NORTHERN TRUST CORP	0.86%	96.37K	5.07M	-661	-0.68%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.04%	4.99K	262K	2.39K	+92.03%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.05%	5.5K	288.98K	2.16K	+64.76%
Sep 30, 2025	SIMMONS BANK	0.05%	5.54K	291.18K	0	0
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	5.55K	291.6K	-482	-7.99%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	5.56K	292K	-7.6K	-57.77%
Sep 30, 2025	WELCH & FORBES LLC	0.05%	6.1K	320.56K	0	0
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.05%	6.16K	323.56K	0	0
Sep 30, 2025	INTEGRATED QUANTITATIVE INVESTMENTS LLC	0.06%	6.45K	338.96K	6.45K	+100.00%
Sep 30, 2025	SEMANTEON CAPITAL MANAGEMENT, LP	0.06%	6.7K	352.31K	6.7K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	7.29K	383.03K	1.19K	+19.42%
Sep 30, 2025	DEUTSCHE BANK AG\	0.07%	7.42K	389.94K	0	0
Sep 30, 2025	ALPS ADVISORS INC	0.07%	8.2K	430.99K	8.2K	+100.00%
Sep 30, 2025	BTC CAPITAL MANAGEMENT, INC.	0.08%	8.66K	454.96K	-2.14K	-19.79%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.08%	8.82K	463.58K	-430	-4.65%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.08%	9.46K	496.96K	-650	-6.43%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.1%	11.27K	592.4K	11.27K	+100.00%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.15%	16.35K	859.36K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.15%	16.37K	860K	16.37K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.16%	17.56K	922.8K	2.64K	+17.71%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.22%	24.27K	1.28M	-5.4K	-18.20%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.22%	24.8K	1.3M	2K	+8.77%
Sep 30, 2025	CREATIVE PLANNING	0.22%	24.8K	1.3M	4.91K	+24.68%
Sep 30, 2025	BARCLAYS PLC	0.26%	29.29K	1.54M	-1.52K	-4.93%
Sep 30, 2025	CITADEL ADVISORS LLC	0.31%	35.14K	1.85M	28.56K	+433.98%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.42%	47.4K	2.49M	597	+1.28%
Sep 30, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.47%	53.21K	2.8M	4.64K	+9.56%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.48%	53.7K	2.82M	21.22K	+65.36%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.49%	55.63K	2.92M	28.04K	+101.61%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.5%	55.77K	2.93M	-63.42K	-53.21%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.01%	113.73K	5.98M	4.1K	+3.74%
Sep 30, 2025	STATE STREET CORP	1.9%	213.55K	11.22M	1.35K	+0.63%
Sep 30, 2025	FJ CAPITAL MANAGEMENT LLC	2.68%	300.94K	15.82M	18K	+6.36%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.37%	41.3K	2.17M	2.18K	+5.58%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.28%	31.84K	1.67M	801	+2.58%
Sep 30, 2025	RAFFLES ASSOCIATES LP	2.04%	229.09K	12.04M	-163	-0.07%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	41K	2.15M	24.69K	+151.40%
Sep 30, 2025	FIRST FINANCIAL BANKSHARES INC	0.14%	15.39K	808.74K	0	0
Sep 30, 2025	HSBC HOLDINGS PLC	0.14%	16.04K	843.59K	1.92K	+13.59%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.16%	18.37K	965.53K	-1.2K	-6.13%
Sep 30, 2025	SWISS NATIONAL BANK	0.17%	18.55K	975.15K	0	0
Sep 30, 2025	MARSHALL WACE, LLP	0.19%	21.04K	1.11M	12K	+132.79%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	22.2K	1.17M	1.35K	+6.47%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.21%	23.46K	1.23M	9.88K	+72.79%
Sep 30, 2025	JANE STREET GROUP, LLC	0.21%	23.72K	1.25M	13.8K	+139.01%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	24.03K	1.26M	-900	-3.61%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.22%	25.06K	1.32M	-54.47K	-68.49%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.24%	26.54K	1.4M	1.93K	+7.82%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.24%	26.86K	1.41M	-446	-1.63%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.32%	35.51K	1.87M	-1.98K	-5.28%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.33%	37.54K	1.97M	1.93K	+5.41%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.15%	16.31K	893.3K	2.63K	+19.20%
Jun 30, 2025	BLACKROCK, INC.	6.88%	773.93K	42.4M	6.76K	+0.88%
Jun 30, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.71%	79.31K	4.34M	0	0
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.15%	16.35K	895.65K	1.96K	+13.63%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.09%	9.88K	541.23K	4.29K	+76.74%
Jun 30, 2025	MARSHALL WACE, LLP	0.08%	9.04K	495.1K	9.04K	+100.00%
Jun 30, 2025	QUEST PARTNERS LLC	0.07%	8.4K	460.32K	8.4K	+840,200.00%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.07%	7.82K	428.6K	3.89K	+98.93%
Jun 30, 2025	VOLEON CAPITAL MANAGEMENT LP	0.06%	7.13K	390.8K	2.24K	+45.68%
Jun 30, 2025	SIMMONS BANK	0.05%	5.54K	303.48K	0	0
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0%	83	4.55K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	72	3.93K	0	0
Jun 30, 2025	COVESTOR LTD	0%	28	2K	-4	-12.50%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	12	658	5	+71.43%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	9	493	9	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	13.16K	721K	9.06K	+221.21%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-4.43K	-100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-118	-100.00%
Jun 30, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.43%	48.57K	2.66M	22	+0.05%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.21%	23.1K	1.27M	15.58K	+207.07%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.2%	22.8K	1.25M	-1.2K	-5.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.13%	15.14K	829.14K	518	+3.54%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.25%	252.63K	13.84M	-4.79K	-1.86%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.05%	230.66K	12.64M	10.8K	+4.91%
Jun 30, 2025	FMR LLC	7.68%	863.71K	47.31M	-283	-0.03%
Jun 30, 2025	MORGAN STANLEY	0.55%	61.76K	3.38B	5.4K	+9.58%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.11%	11.86K	649.42K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	1.7K	93.13K	1.7K	+100.00%
Jun 30, 2025	TRUE WEALTH DESIGN, LLC	0%	17	932	14	+466.67%
Jun 30, 2025	FIRST FINANCIAL BANKSHARES INC	0.14%	15.39K	842.9K	0	0
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.13%	14.93K	817.7K	4.7K	+45.97%
Jun 30, 2025	BTC CAPITAL MANAGEMENT, INC.	0.1%	10.79K	591.19K	0	0
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.09%	10.11K	553.55K	-1.51K	-12.96%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.09%	9.78K	535.75M	0	0
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.08%	8.94K	489.62M	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.06%	6.88K	377M	-2.74K	-28.48%
Jun 30, 2025		0.19%	20.82K	1.14M	-4.14K	-16.58%
Jun 30, 2025	WELCH & FORBES LLC	0.05%	6.1K	334.1K	0	0
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	5.3K	290.06K	-386	-6.79%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	5.26K	288.31K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	5.25K	288K	-656	-11.11%
Jun 30, 2025	ENTERPRISE FINANCIAL SERVICES CORP	0.04%	4.8K	262.83K	0	0
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	4.37K	239.5K	-1.54K	-26.04%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.03%	3.34K	182.8M	98	+3.03%
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.01%	808	44.26K	808	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	587	32.17K	587	+100.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0%	343	19K	0	0
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	257	14.08K	93	+56.71%
Jun 30, 2025	GAMMA INVESTING LLC	0%	188	10.3K	100	+113.64%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.13%	14.92K	817.1K	4.29K	+40.43%
Jun 30, 2025	HSBC HOLDINGS PLC	0.13%	14.12K	772.16K	6.09K	+75.76%
Jun 30, 2025	INVESCO LTD.	0.12%	13.22K	724.14K	-1.9K	-12.57%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.22%	249.66K	13.68M	19.78K	+8.60%
Jun 30, 2025	RAFFLES ASSOCIATES LP	2.04%	229.25K	12.56M	0	0
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.06%	119.19K	6.53M	11.5K	+10.68%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.35%	39.11K	2.14M	19.18K	+96.18%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.29%	32.47K	1.78M	14.79K	+83.63%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	24.93K	1.37M	-900	-3.48%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.22%	24.62K	1.35M	2.07K	+9.19%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	12.16K	665.85K	8	+0.07%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.19%	20.85K	1.14M	470	+2.31%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.18%	20.7K	1.13M	0	0
Jun 30, 2025	CREATIVE PLANNING	0.18%	19.89K	1.09M	8.74K	+78.38%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.17%	19.57K	1.07M	0	0
Jun 30, 2025	SWISS NATIONAL BANK	0.17%	18.55K	1.02M	0	0
Jun 30, 2025	SQUAREPOINT OPS LLC	0.16%	18.18K	995.9K	18.18K	+100.00%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.11%	12.83K	702.85K	55	+0.43%
Jun 30, 2025	VANGUARD GROUP INC	5.57%	626.1K	34.3M	16.46K	+2.70%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	27.59K	1.51B	-8.49K	-23.52%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.12%	13.58K	743.8M	473	+3.61%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.81%	428.43K	23.47M	13.7K	+3.30%
Jun 30, 2025	FJ CAPITAL MANAGEMENT LLC	2.52%	282.94K	15.5M	-69.16K	-19.64%
Jun 30, 2025	STATE STREET CORP	1.89%	212.21K	11.62M	4.49K	+2.16%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.98%	109.63K	6.01M	9.8K	+9.82%
Jun 30, 2025	NORTHERN TRUST CORP	0.86%	97.04K	5.32M	2.96K	+3.15%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.71%	79.53K	4.36M	-20.69K	-20.64%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	78.47K	4.3M	-4.98K	-5.96%
Jun 30, 2025	UBS GROUP AG	0.58%	64.79K	3.55M	58.71K	+965.08%
Jun 30, 2025	JPMORGAN CHASE & CO	0.52%	58.94K	3.23M	-9.14K	-13.42%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.48%	53.99K	2.96M	7.52K	+16.18%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.42%	46.8K	2.56M	889	+1.94%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.33%	37.49K	2.05M	1.68K	+4.70%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.32%	35.62K	1.95M	2.07K	+6.17%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.28%	31.04K	1.7M	0	0
Jun 30, 2025	BARCLAYS PLC	0.27%	30.81K	1.69M	8.47K	+37.95%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.26%	29.66K	1.62M	-481	-1.60%
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.24%	27.31K	1.5M	0	0
Jun 30, 2025	NUVEEN, LLC	0.19%	20.82K	1.14M	-4.14K	-16.58%
Mar 31, 2025	RAFFLES ASSOCIATES LP	2.04%	229.25K	11.93M	163	+0.07%
Mar 31, 2025	STATE STREET CORP	1.85%	207.72K	10.81M	2.77K	+1.35%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.96%	107.69K	5.6M	41.77K	+63.36%
Mar 31, 2025	FMR LLC	7.69%	863.99K	44.94M	56.83K	+7.04%
Mar 31, 2025	BLACKROCK, INC.	6.83%	767.17K	39.91M	-9.86K	-1.27%
Mar 31, 2025	VANGUARD GROUP INC	5.42%	609.64K	31.71M	12.36K	+2.07%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.69%	414.73K	21.57M	16.97K	+4.27%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.89%	100.21K	5.21M	-9.45K	-8.62%
Mar 31, 2025	MORGAN STANLEY	0.5%	56.36K	2.93M	387	+0.69%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	45.91K	2.39M	-9	-0.02%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.89%	99.83K	5.19M	7.4K	+8.01%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.12%	13.11K	681.72K	2.47K	+23.23%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	13.68K	711.63K	-1.54K	-10.10%
Mar 31, 2025	JANE STREET GROUP, LLC	0.13%	14.23K	740.25K	14.23K	+100.00%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.24%	27.31K	1.42M	-25.68K	-48.46%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.27%	30.15K	1.57M	-2.67K	-8.14%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.96%	219.86K	11.44M	4.32K	+2.00%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.05%	229.89K	11.96M	21.79K	+10.47%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.11%	11.86K	616.7K	-1	-0.01%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	12.15K	631.89K	7.39K	+155.30%
Mar 31, 2025	BARCLAYS PLC	0.2%	22.33K	1.16M	-4.93K	-18.07%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.2%	22.55K	1.17M	1.7K	+8.17%
Mar 31, 2025	NORTHERN TRUST CORP	0.84%	94.08K	4.89M	-4.52K	-4.58%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.74%	83.45K	4.34M	-8.07K	-8.82%
Mar 31, 2025	CREATIVE PLANNING	0.1%	11.15K	580.08K	2.81K	+33.61%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.13%	14.39K	748.52K	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.13%	14.62K	760.42K	-661	-4.33%
Mar 31, 2025	INVESCO LTD.	0.13%	15.12K	786.49K	-1.3K	-7.89%
Mar 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.14%	15.39K	800.43K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	17.68K	919.87K	4.83K	+37.56%
Mar 31, 2025	SWISS NATIONAL BANK	0.17%	18.55K	965.13K	-400	-2.11%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.28%	31.04K	1.61M	0	0
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.3%	33.55K	1.75M	1.7K	+5.34%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.32%	35.81K	1.86M	-551	-1.52%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.32%	36.08K	1.88M	-7.55K	-17.31%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	46.47K	2.42M	13.5K	+40.96%
Mar 31, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.43%	48.54K	2.53M	1.07K	+2.25%
Mar 31, 2025	JPMORGAN CHASE & CO	0.61%	68.08K	3.54M	-17.95K	-20.87%
Mar 31, 2025	SIENA CAPITAL PARTNERS GP, LLC	0.71%	79.31K	4.13M	0	0
Mar 31, 2025	FJ CAPITAL MANAGEMENT LLC	3.13%	352.11K	18.32M	-12.6K	-3.45%
Mar 31, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	11.61K	603.95K	-1.74K	-13.03%
Mar 31, 2025	MARTINGALE ASSET MANAGEMENT L P	0.17%	19.57K	1.02M	-760	-3.74%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.18%	19.94K	1.04M	16.4K	+462.87%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.18%	20.38K	1.06M	1.49K	+7.88%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.18%	20.7K	1.08M	12.6K	+155.56%
Mar 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.23%	25.83K	1.34M	-1.11K	-4.11%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.21%	24K	1.25M	-300	-1.23%
Mar 31, 2025		0.22%	24.96K	1.3M	24.96K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.29%	257.42K	13.39M	1.67K	+0.65%
Mar 31, 2025	BALBOA WEALTH PARTNERS	0.11%	12.78K	664.54K	-3.57K	-21.83%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.05%	118.02K	5.16M	28.39K	+31.68%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3%	338.23K	14.78M	19.45K	+6.10%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	4.18K	183K	5	+0.12%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.04%	4.68K	204.48K	-40	-0.85%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.04%	4.7K	205.35K	0	0
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.04%	4.75K	207.49K	2.21K	+86.82%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	4.88K	213.26K	4.88K	+100.00%
Mar 31, 2024	ENTERPRISE FINANCIAL SERVICES CORP	0.05%	5.3K	231.58K	0	0
Mar 31, 2024	SIMMONS BANK	0.05%	5.54K	242.15K	0	0
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.06%	6.4K	279.74K	-723	-10.15%
Mar 31, 2024	WELCH & FORBES LLC	0.06%	6.97K	304.44K	-700	-9.13%
Mar 31, 2024	BLACKROCK INC.	6.02%	679.3K	29.69M	-27.36K	-3.87%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.07%	7.41K	323.89K	320	+4.51%
Mar 31, 2024	CREDIT SUISSE AG/	0.07%	8.03K	350.9K	915	+12.86%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.07%	8.19K	357.77K	0	0
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.08%	8.97K	391.95K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	9.61K	420.14K	-516	-5.09%
Mar 31, 2024	UMB BANK, N.A.	0.09%	9.75K	426.04K	0	0
Mar 31, 2024	UBS GROUP AG	0.1%	10.78K	470.98K	-151	-1.38%
Mar 31, 2024	SMITH, MOORE & CO.	0.1%	11.82K	516.8K	-2.47K	-17.28%
Mar 31, 2024	INDEPENDENT ADVISOR ALLIANCE	0.11%	11.86K	518.18K	0	0
Mar 31, 2024	CORNERCAP INVESTMENT COUNSEL INC	0.11%	12.56K	548.95K	12.56K	+100.00%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.11%	12.62K	551.58K	3.67K	+40.95%
Mar 31, 2024	RHUMBLINE ADVISERS	0.12%	14.08K	615.6K	447	+3.28%
Mar 31, 2024	FIRST FINANCIAL BANKSHARES INC	0.14%	15.39K	672.57K	0	0
Mar 31, 2024	BALBOA WEALTH PARTNERS	0.14%	16.18K	707K	245	+1.54%
Mar 31, 2024	JPMORGAN CHASE & CO	0.15%	16.81K	734.77K	7.09K	+72.98%
Mar 31, 2024	BTC CAPITAL MANAGEMENT, INC.	0.16%	18.34K	801.42K	18.34K	+100.00%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	0.17%	18.64K	813K	0	0
Mar 31, 2024	SWISS NATIONAL BANK	0.17%	18.95K	828.44K	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.2%	23.12K	1.01M	0	0
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	25.29K	1.11M	-665	-2.56%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.25%	28.7K	1.25M	1.23K	+4.46%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	29.96K	1.31M	-205	-0.68%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.28%	31.04K	1.36M	-14.26K	-31.48%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.29%	32.6K	1.42M	567	+1.77%
Mar 31, 2024	ACR ALPINE CAPITAL RESEARCH, LLC	0.43%	48.74K	2.13M	12.93K	+36.09%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.44%	49.14K	2.15M	-1.98K	-3.87%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.62%	70.19K	3.07M	-30	-0.04%
Mar 31, 2024	SIENA CAPITAL PARTNERS GP, LLC	0.7%	79.31K	3.47M	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.88%	99.53K	4.35M	13.7K	+15.96%
Mar 31, 2024	NORTHERN TRUST CORP	0.89%	100.61K	4.4M	-5.41K	-5.10%
Mar 31, 2024	STATE STREET CORP	1.63%	183.74K	8.03M	-4.39K	-2.34%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.89%	213.52K	9.33M	4.01K	+1.92%
Mar 31, 2024	MISSOURI TRUST & INVESTMENT CO	1.93%	217.64K	9.51M	-100	-0.05%
Mar 31, 2024	RAFFLES ASSOCIATES LP	2.12%	239.29K	10.46M	7K	+3.01%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	2.17%	245.13K	10.71M	-27.37K	-10.04%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.44%	274.99K	12.02M	-17.09K	-5.85%
Mar 31, 2024	FORVIS WEALTH ADVISORS, LLC	0.17%	19.71K	861.48K	19.71K	+100.00%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.19%	21.02K	918.65K	8.91K	+73.54%
Mar 31, 2024	INVESCO LTD.	0.2%	22.06K	964.33K	7.43K	+50.75%
Mar 31, 2024	MORGAN STANLEY	0.2%	22.46K	981.78K	-7.48K	-24.99%
Mar 31, 2024	FMR LLC	7.38%	832.91K	36.41M	22.73K	+2.81%
Mar 31, 2024	BARCLAYS PLC	0.15%	17.41K	761K	-6.4K	-26.87%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.16%	17.5K	764.93K	-400	-2.23%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.16%	17.7K	773.71K	1.23K	+7.44%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.16%	18K	786.78K	1K	+5.88%
Mar 31, 2024	VANGUARD GROUP INC	5.13%	578.82K	25.3M	3.82K	+0.66%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	5.36%	604.99K	26.44M	-3.27K	-0.54%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.4%	45.3K	2.42M	4.28K	+10.44%
Dec 31, 2023	ACR ALPINE CAPITAL RESEARCH, LLC	0.32%	35.81K	1.91M	1.23K	+3.55%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.28%	32.03K	1.71M	2.63K	+8.93%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	30.17K	1.61M	30.17K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.27%	29.95K	1.6M	15.88K	+112.89%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.24%	27.48K	1.47M	1.34K	+5.14%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	25.95K	1.39M	2.3K	+9.73%
Dec 31, 2023	BARCLAYS PLC	0.21%	23.81K	1.27M	11.67K	+96.22%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.2%	23.12K	1.23M	6.04K	+35.36%
Dec 31, 2023	SWISS NATIONAL BANK	0.17%	18.95K	1.01M	-2K	-9.55%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.17%	18.64K	995K	0	0
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.16%	17.9K	955.68K	6K	+50.42%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.16%	17.57K	937.96K	579	+3.41%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.08%	9.23K	492.84K	-271	-2.85%
Dec 31, 2023	JPMORGAN CHASE & CO	0.09%	9.72K	518.84K	3.86K	+65.75%
Dec 31, 2023	VANGUARD GROUP INC	5.09%	575K	30.7M	22.56K	+4.08%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.82%	318.78K	17.02M	13.01K	+4.26%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.59%	292.08K	15.59M	-11.24K	-3.70%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	2.41%	272.5K	14.55M	12.38K	+4.76%
Dec 31, 2023	RAFFLES ASSOCIATES LP	2.06%	232.29K	12.4M	0	0
Dec 31, 2023	MISSOURI TRUST & INVESTMENT CO	1.93%	217.74K	11.63M	0	0
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.15%	17K	907.63K	-2.28K	-11.83%
Dec 31, 2023	UMB BANK, N.A.	0.09%	9.75K	520.39K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.09%	9.76K	521K	1.42K	+16.96%
Dec 31, 2023	CITADEL ADVISORS LLC	0.09%	10.38K	553.98K	10.38K	+100.00%
Dec 31, 2023	FJ CAPITAL MANAGEMENT LLC	5.39%	608.26K	32.48M	-130.11K	-17.62%
Dec 31, 2023	BLACKROCK INC.	6.26%	706.66K	37.73M	86.25K	+13.90%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.15%	16.48K	879.65M	1.34K	+8.88%
Dec 31, 2023	BALBOA WEALTH PARTNERS	0.14%	15.93K	850.5K	0	0
Dec 31, 2023	FIRST FINANCIAL BANKSHARES INC	0.14%	15.39K	821.51K	15.39K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.13%	14.64K	781.36K	4.74K	+47.86%
Dec 31, 2023	SMITH, MOORE & CO.	0.13%	14.29K	763.07K	-679	-4.54%
Dec 31, 2023	RHUMBLINE ADVISERS	0.12%	13.64K	728.07K	648	+4.99%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.11%	12.11K	646.61K	12.11K	+100.00%
Dec 31, 2023	INDEPENDENT ADVISOR ALLIANCE	0.11%	11.86K	632.94K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.1%	11.58K	618.1K	4.13K	+55.52%
Dec 31, 2023	UBS GROUP AG	0.1%	10.93K	583.34K	4.95K	+82.77%
Dec 31, 2023	FMR LLC	7.18%	810.17K	43.26M	3.08K	+0.38%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.07%	8.19K	437K	1.82K	+28.59%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	10.13K	540.73K	-291	-2.79%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.08%	8.95K	478K	8.95K	+100.00%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.08%	8.97K	478.75K	-310	-3.34%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.86%	209.51K	11.19M	17.86K	+9.32%
Dec 31, 2023	STATE STREET CORP	1.67%	188.14K	10.04M	-13.1K	-6.51%
Dec 31, 2023	NORTHERN TRUST CORP	0.94%	106.02K	5.66M	7.18K	+7.26%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.79%	89.63K	4.79M	12.4K	+16.06%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.76%	85.83K	4.58M	100	+0.12%
Dec 31, 2023	SIENA CAPITAL PARTNERS GP, LLC	0.7%	79.31K	4.23M	0	0
Dec 31, 2023	FRANKLIN RESOURCES INC	0.62%	70.22K	3.75M	42	+0.06%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.45%	51.12K	2.73M	-79	-0.15%

Insiders

Among the SMBC insiders holding of 14.22% of the stake in company, JONES DANIEL LEE, , holds the largest shares of 280K. STEFFENS GREG A, , is the second largest SMBC insider with ownership of 217.28K shares. YOUNG WILLIAM E, Retired Director, stands third with possession of 93.55K shares of that stake.

Insiders	Designation	Shares Held
JONES DANIEL LEE		280K
STEFFENS GREG A		217.28K
YOUNG WILLIAM E	Retired Director	93.55K
SCHALK SAMMY A	director	84.36K
SMITH SAMUEL H	director	75.55K
TOOLEY DAVID J		50K
FUNKE MATTHEW T	PRESIDENT/CHIEF ADMIN OFFICER	43.45K
BLACK RONNIE D	director	22.69K
HRIBOVSEK WILLIAM D	EVP and Chief Lending Officer	21.83K
BAGBY DOUGLAS	director	21K
LOVE CHARLES R	director	15K
HECKER MARK E	EVP, Chief Credit Officer	10.63K
MOFFITT CHARLES R	director	3.5K
ROBISON DENNIS C	director	2.89K
WEISHAAR MARTIN	EVP, Chief Legal Officer	2.6K
DORTON BRETT	EVP-CHIEF STRATEGIES OFFICER	1.06K
DAVES LORA LEE	Chief Credit Administration	1K
CAPPS KIMBERLY A	Chief Operations Officer	170

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 20, 2025	YOUNG WILLIAM E	SALE	53.87	1.5K	80.8K	93.55K
Jul 29, 2025	DORTON BRETT	SALE	56.30	130	7.32K	1.06K
Jul 28, 2025	YOUNG WILLIAM E	SALE	56.30	10K	563K	94.99K
May 05, 2025	YOUNG WILLIAM E	SALE	53.23	3K	159.69K	42.65K
Mar 14, 2025	DORTON BRETT	SALE	53.30	450	23.99K	1.19K
Mar 06, 2025	ROBISON DENNIS C	SALE	54.66	2.83K	154.53K	2.89K
Feb 18, 2025	YOUNG WILLIAM E	SALE	59.87	652	39.04K	45.65K
Jan 30, 2025	BAGBY DOUGLAS	SALE	59.08	7K	413.56K	21K
Oct 31, 2024	YOUNG WILLIAM E	SALE	59.90	3K	179.7K	48.65K
Aug 23, 2024	LOVE CHARLES R	SALE	56.00	600	33.6K	15K
Aug 16, 2024	DORTON BRETT	SALE	53.86	260	14K	1.64K
Aug 08, 2024	YOUNG WILLIAM E	SALE	49.41	4.04K	199.74K	160K
Aug 07, 2024	YOUNG WILLIAM E	SALE	49.35	3.02K	149.23K	178.92K
Aug 06, 2024	YOUNG WILLIAM E	SALE	49.90	346	17.26K	198.92K
Aug 05, 2024	YOUNG WILLIAM E	SALE	50.80	504	25.6K	218.92K
Aug 02, 2024	YOUNG WILLIAM E	SALE	52.37	500	26.19K	223.92K
Aug 02, 2024	DORTON BRETT	SALE	52.28	240	12.55K	1.9K
Jun 12, 2024	YOUNG WILLIAM E	SALE	42.32	3.06K	129.68K	224.42K
Mar 14, 2024	SCHALK SAMMY A	SALE	42.01	8.09K	339.73K	84.36K
Mar 13, 2024	SCHALK SAMMY A	SALE	44.22	913	40.37K	93.44K
Feb 06, 2024	ROBISON DENNIS C	PURCHASE	41.69	180	7.5K	13.11K
Sep 12, 2023	ROBISON DENNIS C	PURCHASE	40.80	100	4.08K	4.81K
May 04, 2023	FUNKE MATTHEW T	PURCHASE	31.43	1K	31.43K	43.45K
Mar 14, 2023	DORTON BRETT	SALE	39.95	480	19.17K	1.54K
Mar 14, 2023	JONES DANIEL LEE	PURCHASE	39.51	5K	197.55K	280K
Mar 10, 2023	STEFFENS GREG A	PURCHASE	40.76	1K	40.76K	217.28K
Mar 09, 2023	JONES DANIEL LEE	PURCHASE	42.78	2.5K	106.74K	275K
Nov 28, 2022	DORTON BRETT	SALE	52.28	320	16.73K	1.52K
Apr 29, 2022	TOOLEY DAVID J	PURCHASE	42.38	4.5K	190.71K	50K
Apr 29, 2022	JONES DANIEL LEE	PURCHASE	42.06	1K	42.06K	272.51K
Apr 29, 2022	STEFFENS GREG A	PURCHASE	42.47	1K	42.47K	215.53K
Mar 08, 2022	DORTON BRETT	SALE	51.98	390	20.27K	1.94K
Nov 09, 2021	ROBISON DENNIS C	SALE	59.48	200	11.9K	12.67K
Oct 29, 2021	LOVE CHARLES R	SALE	52.16	900	46.94K	14.6K
Sep 09, 2020	SCHALK SAMMY A	PURCHASE	24.05	157	3.78K	93.16K
Sep 09, 2020	FUNKE MATTHEW T	PURCHASE	24.43	1.07K	26.18K	13.67K
Sep 08, 2020	FUNKE MATTHEW T	PURCHASE	24.48	1.07K	26.3K	12.6K
May 28, 2020	ROBISON DENNIS C	PURCHASE	26.19	200	5.24K	4.21K
May 26, 2020	WEISHAAR MARTIN	PURCHASE	24.81	2K	49.62K	2.6K
May 22, 2020	STEFFENS GREG A	PURCHASE	22.46	1.13K	25.4K	44.38K
May 22, 2020	BAGBY DOUGLAS	PURCHASE	22.28	500	11.14K	27K
May 22, 2020	HECKER MARK E	PURCHASE	21.93	2K	43.86K	10.63K
Mar 13, 2020	ROBISON DENNIS C	PURCHASE	26.30	127	3.34K	4.01K
Dec 15, 2017	HRIBOVSEK WILLIAM D	SALE	39.33	3.81K	150K	21.83K
Dec 13, 2017	ROBISON DENNIS C	SALE	39.04	4.78K	186.62K	13.38K
Dec 08, 2017	ROBISON DENNIS C	SALE	39.50	220	8.69K	18.16K
Dec 01, 2017	HRIBOVSEK WILLIAM D	SALE	39.00	2.56K	99.88K	25.64K
Nov 30, 2017	HRIBOVSEK WILLIAM D	SALE	40.19	1.87K	74.99K	28.21K
Nov 28, 2017	HRIBOVSEK WILLIAM D	SALE	39.23	1.91K	75K	30.07K
Aug 31, 2017	LOVE CHARLES R	SALE	32.17	800	25.74K	14K
Aug 28, 2017	HECKER MARK E	PURCHASE	32.77	185	6.06K	185
Aug 28, 2017	BAGBY DOUGLAS	SALE	32.37	1.6K	51.79K	25K
Aug 25, 2017	HECKER MARK E	PURCHASE	32.10	4	128.4	8
Aug 25, 2017	BAGBY DOUGLAS	SALE	31.55	900	28.4K	29.5K
Aug 24, 2017	HECKER MARK E	PURCHASE	31.65	4	126.6	4
Jun 15, 2017	ROBISON DENNIS C	SALE	33.20	9.4K	312.08K	2.39K
Mar 13, 2017	ROBISON DENNIS C	SALE	33.27	1.97K	65.41K	11.79K
Mar 10, 2017	ROBISON DENNIS C	SALE	33.25	234	7.78K	13.75K
Feb 16, 2017	ROBISON DENNIS C	SALE	35.45	1.16K	41.02K	13.99K
Nov 23, 2016	HRIBOVSEK WILLIAM D	SALE	29.00	1.6K	46.4K	33.4K
Nov 03, 2016	ROBISON DENNIS C	PURCHASE	24.71	11	271.81	5.14K
Aug 08, 2016	ROBISON DENNIS C	PURCHASE	24.14	131	3.16K	18.26K
Feb 04, 2016	ROBISON DENNIS C	PURCHASE	23.84	133	3.17K	18.13K
Nov 19, 2015	HRIBOVSEK WILLIAM D	SALE	23.02	1.4K	32.22K	35K
Nov 13, 2015	HRIBOVSEK WILLIAM D	SALE	23.01	1.6K	36.81K	36.4K
Aug 10, 2015	ROBISON DENNIS C	PURCHASE	19.10	169	3.23K	9.56K
Feb 03, 2015	ROBISON DENNIS C	PURCHASE	19.48	29	564.92	2.58K
Nov 18, 2014	HRIBOVSEK WILLIAM D	SALE	37.50	353	13.24K	19K
Nov 17, 2014	HRIBOVSEK WILLIAM D	SALE	37.50	292	10.95K	19.35K
Nov 14, 2014	HRIBOVSEK WILLIAM D	SALE	37.50	200	7.5K	19.65K
Nov 13, 2014	HRIBOVSEK WILLIAM D	SALE	23.01	1.6K	36.81K	17.4K
Nov 12, 2014	HRIBOVSEK WILLIAM D	SALE	37.50	100	3.75K	19.85K
Nov 11, 2014	HRIBOVSEK WILLIAM D	SALE	37.50	55	2.06K	19.95K
Nov 04, 2013	HRIBOVSEK WILLIAM D	SALE	30.75	500	15.38K	15K
Aug 12, 2013	CAPPS KIMBERLY A	PURCHASE	27.99	170	4.76K	170
Aug 02, 2013	HRIBOVSEK WILLIAM D	SALE	27.25	500	13.63K	15.5K
May 06, 2013	ROBISON DENNIS C	PURCHASE	25.99	22	571.78	2.55K
Nov 17, 2011	STEFFENS GREG A	PURCHASE	19.00	5K	95K	110.2K
Nov 17, 2011	SMITH SAMUEL H	PURCHASE	19.00	2K	38K	75.55K
Nov 17, 2011	HRIBOVSEK WILLIAM D	PURCHASE	19.00	500	9.5K	12K
Nov 17, 2011	MOFFITT CHARLES R	PURCHASE	19.00	500	9.5K	3.5K
Nov 17, 2011	DAVES LORA LEE	PURCHASE	19.00	500	9.5K	1K
Nov 17, 2011	CAPPS KIMBERLY A	PURCHASE	19.00	8.68K	165K	14.84K
Nov 17, 2011	ROBISON DENNIS C	PURCHASE	19.00	2K	38K	7.61K
Nov 17, 2011	BAGBY DOUGLAS	PURCHASE	19.00	400	7.6K	15.2K
Nov 17, 2011	SCHALK SAMMY A	PURCHASE	19.00	1K	19K	43.75K
Nov 17, 2011	FUNKE MATTHEW T	PURCHASE	19.00	2K	38K	4K
Nov 17, 2011	TOOLEY DAVID J	PURCHASE	19.00	5.3K	100.7K	15K
Nov 17, 2011	BLACK RONNIE D	PURCHASE	19.00	500	9.5K	22.69K
May 06, 2004	SCHALK SAMMY A	PURCHASE	15.30	400	6.12K	26.9K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES1.5K1

NET SHARES-1.5K1

SHARES HELD93.55K1

% NET SHARES-101.6%0%

Frequently Asked Questions