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Southern Missouri Bancorp (SMBC)

CUSIP: 843380106 | NYSE | Financial Services · Banks - Regional | Small Cap | 310 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP490,771
0.0% of portfolio›$34.8M
Creative Planning79,811
0.0% of portfolio›$5.7M
ACR Alpine Capital Research, LLC62,528
0.1% of portfolio›$4.4M
Missouri Trust & Investment Co50,580
1.0% of portfolio›$3.6M
Principal Financial Group Inc34,854
0.0% of portfolio›$2.5M
Citigroup Inc17,413
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D15,837
0.0% of portfolio›$1.1M
DekaBank Deutsche Girozentrale15,083
0.0% of portfolio›$1.1K
Balboa Wealth Partners12,943
0.1% of portfolio›$917.6K
Y-Intercept (Hong Kong) Ltd8,123
0.0% of portfolio›$575.9K
Alps Advisors Inc7,917
0.0% of portfolio›$561.3K
Welch & Forbes LLC6,000
0.0% of portfolio›$425.4K
Enterprise Financial Services Corp4,798
0.1% of portfolio›$340.2K
Krilogy Financial LLC3,956
0.0% of portfolio›$278.7K
Wealth Enhancement Advisory Services, LLC3,865
0.0% of portfolio›$276.2K
Sterling Capital Management LLC3,778
0.0% of portfolio›$267.9K
Strs Ohio3,100
0.0% of portfolio›$219.8K
Acropolis Investment Management, LLC3,045
0.0% of portfolio›$215.9K
Swiss Life Asset Management Ltd2,920
0.0% of portfolio›$207.0K
Nisa Investment Advisors, LLC1,713
0.0% of portfolio›$121.5K
Private Trust Co NA587
0.0% of portfolio›$41.6K
State of Alaska, Department of Revenue456
0.0% of portfolio›$32
Signaturefd, LLC389
0.0% of portfolio›$27.6K
Versant Capital Management, Inc387
0.0% of portfolio›$27.4K
Fortitude Family Office, LLC208
0.0% of portfolio›$14.7K
Gamma Investing LLC188
0.0% of portfolio›$13.3K
Pension & Wealth Management Advisors, Inc.116
0.0% of portfolio›$8.2K
Parallel Advisors, LLC107
0.0% of portfolio›$7.6K
EverSource Wealth Advisors, LLC105
0.0% of portfolio›$7.4K
Farther Finance Advisors, LLC98
0.0% of portfolio›$6.9K
IFP Advisors, Inc83
0.0% of portfolio›$5.9K
SJS Investment Consulting Inc.69
0.0% of portfolio›$4.9K
Physician Wealth Advisors, Inc.65
0.0% of portfolio›$4.6K
Essential Partners LLC51
0.0% of portfolio›$3.6K
True Wealth Design, LLC28
0.0% of portfolio›$2.0K
Root Financial Partners, LLC19
0.0% of portfolio›$1.3K
Bare Financial Services, Inc16
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC16
0.0% of portfolio›$1.1K
GK Wealth Management LLC2
0.0% of portfolio›$142
Covestor Ltd2
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
490,771$34.8M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
79,811$5.7M0.0%IndexVery LowOverland Park, KS2026-11-02
ACR Alpine Capital Research, LLC
62,528$4.4M0.1%Deep ValueMediumSt. Louis, MO2026-11-02
Missouri Trust & Investment Co
50,580$3.6M1.0%CoreVery LowSpringfield, MO2026-11-04
Principal Financial Group Inc
34,854$2.5M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
17,413$1.2M0.0%CoreMediumNew York, NY2026-11-04
State of New Jersey Common Pension Fund D
15,837$1.1M0.0%CoreLowTrenton, NJ2026-11-05
DekaBank Deutsche Girozentrale
15,083$1.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Balboa Wealth Partners
12,943$917.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Y-Intercept (Hong Kong) Ltd
8,123$575.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Alps Advisors Inc
7,917$561.3K0.0%YieldLowDenver, CO2026-11-03
Welch & Forbes LLC
6,000$425.4K0.0%CoreVery LowBoston, MA2026-11-04
Enterprise Financial Services Corp
4,798$340.2K0.1%CoreVery LowClayton, MO2026-11-03
Krilogy Financial LLC
3,956$278.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Wealth Enhancement Advisory Services, LLC
3,865$276.2K0.0%CoreLowPlymouth, MN2026-10-13
Sterling Capital Management LLC
3,778$267.9K0.0%GARPMediumCharlotte, NC2026-10-22
Strs Ohio
3,100$219.8K0.0%CoreMediumColumbus, OH2026-10-30
Acropolis Investment Management, LLC
3,045$215.9K0.0%ETFLowSt. Louis, MO2026-10-08
Swiss Life Asset Management Ltd
2,920$207.0K0.0%CoreLowZurich, Switzerland2026-11-03
Nisa Investment Advisors, LLC
1,713$121.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Private Trust Co NA
587$41.6K0.0%CoreLowCleveland, OH2026-10-20
State of Alaska, Department of Revenue
456$320.0%CoreVery LowJuneau, AK2026-10-15
Signaturefd, LLC
389$27.6K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
387$27.4K0.0%GARPLowPhoenix, AZ2026-10-02
Fortitude Family Office, LLC
208$14.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Gamma Investing LLC
188$13.3K0.0%IndexVery LowFoster City, CA2026-10-08
Pension & Wealth Management Advisors, Inc.
116$8.2K0.0%ETFLowWaltham, MA2026-10-16
Parallel Advisors, LLC
107$7.6K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
105$7.4K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
98$6.9K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
83$5.9K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
69$4.9K0.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
65$4.6K0.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
51$3.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
28$2.0K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
19$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Bare Financial Services, Inc
16$1.1K0.0%ETFVery LowGap, PA2026-11-04
Provenance Wealth Advisors, LLC
16$1.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
GK Wealth Management LLC
2$1420.0%GARPVery HighReno, NV2026-10-09
Covestor Ltd
2$00.0%ValueHighLondon, United Kingdom2026-10-30