SEC 13F Intelligence

SMBCSOUTHERN MO BANCORP INC

CUSIP 843380106 · Yahoo Finance ↗ · Google Finance ↗

Southern Mo Bancorp Inc (SMBC) has 146 institutional holders in Filings Flow’s 13F database, together reporting 6.18M shares worth $381M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
146
Q1 2026
Reported Value
$381M
Ticker
SMBC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 44Q4 ’18Q1 ’19: 45Q2 ’19: 45Q2 ’19Q3 ’19: 43Q2 ’21: 53Q2 ’21Q4 ’21: 72Q4 ’22: 70Q4 ’22Q4 ’25: 144Q1 ’26: 146Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $101MQ4 ’18Q1 ’19: $135MQ2 ’19: $138MQ2 ’19Q3 ’19: $149MQ2 ’21: $161MQ2 ’21Q4 ’21: $484MQ4 ’22: $89MQ4 ’22Q4 ’25: $348MQ1 ’26: $381MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RAFFLES ASSOCIATES LP$115M AUM12.36%$14M222.9KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM9.21%$18M280.4KQ1 2026OLDER
FJ Capital Management LLC$888M AUM1.46%$13M202.4KQ1 2026OLDER
Siena Capital Partners GP, LLC$385M AUM1.32%$5M79.3KQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM0.76%$4M60.5KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.17%$946,56814.8KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.16%$306,7844.8KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.14%$827,56412.9KQ1 2026OLDER
Odyssean, LLC$274M AUM0.13%$343,9975.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.09%$5M72.1KQ1 2026OLDER
ACR Alpine Capital Research, LLC$6.7B AUM0.09%$6M94.7KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.08%$345,8515.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.07%$238,6243.7KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.06%$685,94810.7KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$376,8906.4KQ4 2025OLDER
BTC Capital Management, Inc.$1.5B AUM0.03%$454,9598.7KQ3 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$10M154.8KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$400,5976.8KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.03%$1M18.8KQ1 2026OLDER
Simmons Bank$1.5B AUM0.02%$354,2285.5KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM0.02%$983,84515.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$1M16.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M46.1KQ2 2026
Voleon Capital Management LP$4.6B AUM0.02%$862,55113.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$15M239.0KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$660,96211.2KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$20M315.8KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$1M23.2KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M91.5KQ1 2026OLDER
Acropolis Investment Management, LLC$2.3B AUM0.01%$194,6983.0KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$264,1184.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M33.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$621,8819.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$684,60610.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$254,2164.3KQ4 2025OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.01%$1M17.5KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$28M440.8KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.00%$383,6406.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$632,6869.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$3M41.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.00%$226,0084.3KQ3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$37,546587Q1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$384,9196.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$217,3963.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M39.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$29,493387Q2 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M17.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$330,0675.6KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$4M58.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$215,2224.1KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$16,031305Q3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M84.5KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$248,3634.2KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$522,7108.2KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$513,3108.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M44.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$247,3843.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$364,0745.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$207,3343.5KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$979,05015.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$55,756872Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$51,664808Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M33.6KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$373,0905.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$167,0112.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$788,12412.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$313,7534.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$43,032673Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M47.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M16.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$17,450332Q3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$237,7284.5KQ3 2025OLDER
Quarry LP$558M AUM0.00%$7,094120Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$59M927.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M25.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M59.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$639,84810.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M235.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$552,5068.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M56.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$959,17215.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M19.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$6M93.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$5M77.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$28,901452Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$190,4133.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M19.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$596,9119.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$28M431.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$746,56912.6KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$255,6324.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$761,51611.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$18M281.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$560,8828.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$37M629.3KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M71.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$13,946183Q2 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$3M43.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$127,8802.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,79128Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$9M144.1KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$932,63514.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$255,3984.3KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$115,0921.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$884,48213.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$401,5436.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$284,1554.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$463,5017.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$294,5084.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$134,8492.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$267,2694.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$19,182300Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M102.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M19.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$21,420335Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M19.8KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$428,3986.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,02316Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M27.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M57.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$200,2993.4KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,59925Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$920,73614.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$386,9016.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$6,715105Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$578,1949.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$430,1886.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,45354Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$361,8105.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$474,3717.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$42,426718Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$7,993125Q2 2026
Invesco Ltd.$653.3B AUM0.00%$895,16114.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M25.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$2M34.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$520,0888.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$438,6936.9KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$1,94537Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,54071Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,87791Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$2,43038Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$482,8338.2KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$5128Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$41,433648Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$14,387225Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,21519Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4787.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$312,9815.3KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$412,9886.5KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1923Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$232,8243.6KQ2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$65,0911.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$63,6711.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5,24482Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,01947Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$641Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,85429Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,736121Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1282Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$36,000564Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$531Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$95915Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,24382Q2 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$1192Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$531Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.