Institutional Ownership SSD (NYSE) - Simpson Manufacturing Com...

Institutional Ownership Insights: Discover SSD Holdings. Gain a Comprehensive Overview of Funds and Institutions.

Institutions
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Valid Date Name Percent
of SSD shares
Percent
of Portfolio
Number of Shares
that are hold
Change
(in shares)
Change
(in Percent)
2023-09-30 Dimensional Fund Advisors, Inc. 2.349% 0.049% 1002554 22046 2.25%
2023-09-30 Conestoga Capital Advisors, LLC 3.215% 3.531% 1371850 -12598 -0.91%
2023-09-30 Burgundy Asset Management Ltd 1.331% 1.044% 567768 8437 1.51%
2023-09-30 Bank of New York Mellon Corp 1.152% 0.016% 491649 -6330 -1.27%
2023-06-30 Federated Hermes Inc 1.156% 0.170% 493462 -80729 -14.06%
2023-06-30 Fiduciary Management, Inc. of Milwaukee 2.047% 1.222% 873637 50854 6.18%
2023-06-30 FMR Inc 1.657% 0.008% 707164 -327084 -31.63%
2023-06-30 Geode Capital Management, LLC 1.977% 0.014% 843747 39547 4.92%
2023-06-30 JPMorgan Chase & Co 4.026% 0.026% 1717803 -139616 -7.52%
2023-06-30 Kayne Anderson Rudnick Investment Management LLC 10.833% 1.799% 4622533 3460 0.07%
2023-06-30 Morgan Stanley - Brokerage Accounts 1.319% 0.008% 562621 28160 5.27%
2023-06-30 Northern Trust Corp 1.788% 0.020% 763037 -16188 -2.08%
2023-06-30 State Street Corporation 3.302% 0.010% 1409122 11773 0.84%
2023-06-30 Vanguard Group Inc 9.753% 0.014% 4161728 -830 -0.02%
2023-06-30 Wells Fargo & Co 1.379% 0.023% 588416 8792 1.52%
2023-06-30 Dimensional Fund Advisors, Inc. 2.298% 0.043% 980508 20159 2.10%
2023-06-30 Ariel Investments, LLC 1.141% 0.639% 487072 -142347 -22.62%
2023-06-30 Ameriprise Financial Inc 2.345% 0.043% 1000486 -211049 -17.42%
2023-06-30 BlackRock Inc 11.720% 0.019% 5001431 90786 1.85%
2023-06-30 Bank of New York Mellon Corp 1.167% 0.015% 497979 21893 4.60%
2023-06-30 Burgundy Asset Management Ltd 1.311% 0.911% 559331 15184 2.79%
2023-06-30 Allspring Global Investments Holdings, LLC 1.541% 0.146% 657532 -87333 -11.72%
2023-06-30 Capital Research & Mgmt Co - Division 3 3.264% 0.047% 1392738 - -
2023-06-30 Conestoga Capital Advisors, LLC 3.244% 3.044% 1384448 4600 0.33%
2023-03-31 State Street Corporation 3.275% 0.009% 1397349 40293 2.97%
2023-03-31 Wells Fargo & Co 1.358% 0.018% 579624 10144 1.78%
2023-03-31 Ameriprise Financial Inc 2.839% 0.044% 1211535 74599 6.56%
2023-03-31 Morgan Stanley - Brokerage Accounts 1.253% 0.006% 534461 16561 3.20%
2023-03-31 Kayne Anderson Rudnick Investment Management LLC 10.824% 1.489% 4619073 118070 2.62%
2023-03-31 BlackRock Inc 11.508% 0.016% 4910645 -90263 -1.80%
2023-03-31 JPMorgan Chase & Co 4.353% 0.025% 1857419 59800 3.33%
2023-03-31 Geode Capital Management, LLC 1.885% 0.012% 804200 36206 4.71%
2023-03-31 FMR Inc 1.212% 0.005% 517124 11466 2.27%
2023-03-31 Federated Hermes Inc 1.346% 0.158% 574191 -19083 -3.22%
2023-03-31 Allspring Global Investments Holdings, LLC 1.746% 0.135% 744865 -81376 -9.85%

Funds

Valid Date Name Percent
of SSD shares
Percent
of Portfolio
Number of Shares
that are hold
Change
(in shares)
Change
(in Percent)
2023-10-31 iShares Russell 2000 ETF 2.308% 0.274% 984693 9802 1.01%
2023-10-31 iShares Russell 2000 Growth ETF 0.861% 0.563% 367563 1752 0.48%
2023-10-31 iShares Core S&P Mid-Cap ETF 3.089% 0.266% 1318191 472 0.04%
2023-09-30 Vanguard Small Cap Growth Index Inv 1.439% 0.317% 613913 -20730 -3.27%
2023-09-30 Vanguard Institutional Extnd Mkt Idx Tr 1.384% 0.103% 590372 172 0.03%
2023-09-30 SPDR® S&P MIDCAP 400 ETF Trust 0.819% 0.283% 349671 -7839 -2.19%
2023-09-30 Conestoga Small Cap Growth 0.806% 3.654% 344008 -16606 -4.60%
2023-09-30 JPMorgan Small Cap Growth A 0.938% 1.692% 400239 - -
2023-09-30 JPM US Small Cap Core-Composite 1.231% 1.517% 525376 -5082 -0.96%
2023-09-30 JPMorgan Small Cap Equity A 1.231% 1.516% 525376 -11850 -2.21%
2023-09-30 Conestoga Small Cap Investors 2.008% 3.673% 856790 - -
2023-09-30 American Funds Growth Fund of Amer A 1.604% 0.046% 684271 -2293 -0.33%
2023-09-30 Vanguard Total Stock Mkt Idx Inv 3.125% 0.015% 1333629 3629 0.27%
2023-09-30 American Funds SMALLCAP World A 1.541% 0.155% 657421 -41615 -5.95%
2023-09-30 Vanguard Small Cap Index 2.573% 0.138% 1098089 -12851 -1.16%
2023-09-30 Capital Group Growth Fnd of Amer Comp 1.604% 0.046% 684271 -2293 -0.33%
2023-09-29 iShares Russell 2000 Growth ETF 0.861% 0.585% 367563 - -
2023-09-29 iShares Core S&P Mid-Cap ETF 3.128% 0.283% 1334608 940 0.07%
2023-09-29 iShares Russell 2000 ETF 2.288% 0.286% 976226 -18083 -1.82%
2023-09-28 iShares Russell 2000 Growth ETF 0.861% 0.584% 367563 - -
2023-09-28 iShares Core S&P Mid-Cap ETF 3.125% 0.283% 1333668 - -
2023-09-27 iShares Russell 2000 ETF 2.364% 0.286% 1008674 16731 1.69%
2023-08-31 Vanguard Total Stock Mkt Idx Inv 3.117% 0.016% 1330000 -166 -0.01%
2023-08-31 JPMorgan Small Cap Growth A 0.938% 1.644% 400239 -2504 -0.62%
2023-08-31 Conestoga Small Cap Investors 2.008% 3.716% 856790 - -
2023-08-31 iShares Russell 2000 ETF 2.286% 0.286% 975647 -3549 -0.36%
2023-08-31 JPMorgan Small Cap Equity A 1.259% 1.527% 537226 6768 1.28%
2023-08-31 Vanguard Small Cap Index 2.603% 0.140% 1110940 4060 0.37%
2023-08-31 Vanguard Small Cap Growth Index Inv 1.487% 0.324% 634643 2214 0.35%
2023-08-31 Vanguard Institutional Extnd Mkt Idx Tr 1.383% 0.104% 590200 -839 -0.14%
2023-08-31 Fidelity® Small Cap Index 0.923% 0.285% 393967 10742 2.80%
2023-08-31 iShares Russell 2000 Growth ETF 0.844% 0.587% 360037 693 0.19%
2023-08-31 iShares Core S&P Mid-Cap ETF 3.224% 0.294% 1375768 -1823 -0.13%
2023-07-31 Vanguard Extended Market Index Investor 1.385% 0.098% 591039 358 0.06%
2023-07-31 Vanguard Small Cap Growth Index Inv 1.482% 0.306% 632429 2627 0.42%
2023-07-31 JPMorgan Small Cap Growth A 0.944% 1.541% 402743 -5224 -1.28%
2023-07-31 Vanguard Total Stock Mkt Idx Inv 3.117% 0.015% 1330166 -1738 -0.13%
2023-07-31 SPDR® S&P MIDCAP 400 ETF Trust 0.843% 0.284% 359639 -1319 -0.37%
2023-07-31 JPMorgan Small Cap Equity A 1.243% 1.408% 530458 - -
2023-07-31 Conestoga Small Cap Investors 2.008% 3.587% 856790 - -
2023-07-31 Fidelity® Small Cap Index 0.898% 0.267% 383225 5257 1.39%
2023-07-31 iShares Core S&P Mid-Cap ETF 3.195% 0.284% 1363310 6588 0.49%
2023-07-31 iShares Russell 2000 ETF 2.268% 0.267% 967893 -2856 -0.29%
2023-07-31 iShares Russell 2000 Growth ETF 0.850% 0.547% 362580 - -
2023-07-31 Vanguard Small Cap Index 2.594% 0.133% 1106880 4715 0.43%
2023-07-31 Fidelity® Series Small Cap Opps 0.812% 1.100% 346299 -14700 -4.07%
2023-06-30 Conestoga Small Cap Growth 0.845% 3.224% 360614 76854 27.08%
2023-06-30 Conestoga Small Cap Investors 2.008% 3.224% 856790 - -
2023-06-30 Capital Group Growth Fnd of Amer Comp 1.609% 0.041% 686564 - -
2023-06-30 American Funds SMALLCAP World A 1.638% 0.144% 699036 - -
2023-06-30 American Funds Growth Fund of Amer A 1.609% 0.041% 686564 - -
2023-06-30 Fidelity® Series Small Cap Opps 0.846% 1.005% 360999 47700 15.23%
2023-06-30 Virtus KAR Small-Cap Core I 1.949% 6.445% 831497 -30000 -3.48%
2023-06-30 Fidelity® Small Cap Index 0.886% 0.246% 377968 3122 0.83%
2023-06-30 FMI Common Stock Investor 0.888% 3.819% 379000 21000 5.87%
2023-06-30 JPM US Small Cap Core-Composite 1.243% 1.266% 530458 -134743 -20.26%
2023-06-30 JPMorgan Small Cap Growth A 0.956% 1.397% 407967 34428 9.22%
2023-06-30 JPMorgan Small Cap Equity A 1.243% 1.270% 530458 -29626 -5.29%
2023-05-31 Fidelity® Small Cap Index 0.878% 0.225% 374846 6128 1.66%
2023-03-31 Virtus KAR Small-Cap Core I 2.019% 5.506% 861497 -52000 -5.69%
2023-03-31 Vanguard Instl Ttl Stck Mkt Idx Tr 3.098% 0.012% 1322010 12242 0.93%