ServisFirst Bancshares, Inc. - SFBS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Showing first 300 of 356 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 7,733,810 670,907 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,437,080 298,166 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,650,366 229,919 0.01% 0.01% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,320,653 201,316 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,298,464 112,663 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,197,156 103,856 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,075,666 93,314 0.29% 0.29% 7 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,019,555 89,083 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 986,044 85,540 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 04, 2026
Welch Group, LLC History No change 959,733 83,256 2.84% 2.84% 10 0 0.0% Q2 2026 Jul 23, 2026
Davis Asset Management, L.P. History No change 910,376 78,975 2.0% 2.0% 11 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 884,393 76,721 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 846,160 73,404 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 671,061 58,214 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
Copeland Capital Management, LLC History Added to 1,436,928 57,448 1.32% 1.31% 15 +699,425 94.84% Q3 2026 Oct 13, 2026
NORGES BANK History No change 652,928 56,641 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History No change 586,868 50,911 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 577,649 50,111 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 573,221 49,726 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 519,730 45,086 1.21% 1.21% 20 0 0.0% Q2 2026 Aug 12, 2026
WASATCH ADVISORS LP History Added to 942,343 37,674 0.28% 0.31% 21 +403,723 74.96% Q3 2026 Oct 13, 2026
1832 Asset Management L.P. History No change 430,235 37,322 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 412,576 35,790 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 362,963 31,487 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 306,346 26,575 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 305,031 26,461 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 293,592 25,469 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 286,557 24,858 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 274,495 23,812 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 272,023 23,597 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 267,292 23,187 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN CENTURY COMPANIES INC History No change 244,419 21,203 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 205,188 17,800 0.0% 0.0% 33 0 0.0% Q2 2026 Sep 23, 2026
D. E. Shaw & Co., Inc. History No change 203,011 17,611 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 176,919 15,347 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 172,755 14,986 0.04% 0.04% 36 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 165,284 14,338 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 152,464 13,226 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 142,209 12,336 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 136,457 11,837 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 135,602 11,763 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 131,915 11,445 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 122,870 10,658 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 11, 2026
JACOBS ASSET MANAGEMENT, LLC History No change 115,000 9,976 6.28% 6.28% 44 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 115,173 9,975 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 111,249 9,650 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 109,392 9,489 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 105,917 9,188 0.0% 0.0% 48 0 0.0% Q2 2026 Sep 02, 2026
Swiss National Bank History No change 104,268 9,045 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 99,748 8,653 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 94,398 8,189 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 90,945 7,889 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 90,874 7,883 0.29% 0.29% 53 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 90,632 7,862 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 90,559 7,855 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 86,044 7,464 0.06% 0.06% 56 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 78,083 6,773 0.83% 0.83% 57 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 73,928 6,413 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History No change 72,451 6,285 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 71,283 6,184 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 64,203 5,569 0.07% 0.07% 61 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 66,284 5,290 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 10, 2026
TrueWealth Advisors, LLC History Added to 130,926 5,234 1.18% 1.28% 63 +65,463 100.0% Q3 2026 Oct 08, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 59,770 5,185 0.17% 0.17% 64 0 0.0% Q2 2026 Jul 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 59,511 5,162 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 68,802 5,010 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 53,938 4,679 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 53,796 4,667 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 53,141 4,609 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History No change 52,797 4,580 0.14% 0.14% 70 0 0.0% Q2 2026 Aug 11, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 52,431 4,548 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 51,115 4,434 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 51,108 4,433 0.07% 0.07% 73 0 0.0% Q2 2026 Aug 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 49,170 4,265 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 46,598 4,042 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 03, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 99,312 3,970 0.07% 0.07% 76 +49,355 98.79% Q3 2026 Oct 13, 2026
LPL Financial LLC History No change 44,569 3,866 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 44,526 3,862 0.04% 0.04% 78 0 0.0% Q2 2026 Jul 21, 2026
CANADA LIFE ASSURANCE Co History No change 42,785 3,711 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 42,434 3,681 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 39,588 3,435 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 38,624 3,350 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 37,255 3,231 0.21% 0.21% 83 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 37,152 3,222 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 36,406 3,158 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 36,359 3,154 0.04% 0.04% 86 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 36,247 3,144 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
Odyssean, LLC History No change 36,082 3,130 0.51% 0.51% 88 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 35,681 3,095 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 35,537 3,082 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Watchman Group, Inc. History No change 34,939 3,030 0.68% 0.68% 91 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 34,210 2,955 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 33,969 2,946 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 33,753 2,928 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 06, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 32,950 2,858 0.34% 0.34% 95 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 31,341 2,718 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 10, 2026
MetLife Investment Management, LLC History No change 30,537 2,649 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 28,437 2,466 0.0% 0.0% 98 0 0.0% Q2 2026 Sep 09, 2026
BARCLAYS PLC History No change 28,005 2,429 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 27,611 2,395 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 26,968 2,339 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 26,000 2,255 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History No change 25,807 2,238 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 25,565 2,217 0.22% 0.22% 104 0 0.0% Q2 2026 Jul 13, 2026
Quantinno Capital Management LP History No change 25,468 2,209 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 25,272 2,192 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 05, 2026
Holocene Advisors, LP History No change 25,017 2,170 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 24,965 2,165 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 24,834 2,154 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 24,177 2,097 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 23,797 2,064 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 23,373 2,027 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 22,755 1,974 0.12% 0.12% 113 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 22,095 1,916 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History No change 22,000 1,908 0.03% 0.03% 115 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 21,550 1,869 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 21,418 1,858 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 20,952 1,817 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 29, 2026
Daiwa Securities Group Inc. History No change 20,438 1,772 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 31, 2026
Vest Financial, LLC History No change 19,870 1,723 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 24, 2026
State of New Jersey Common Pension Fund D History No change 19,754 1,713 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Global Advisers, LLC History No change 19,633 1,703 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 18,899 1,638 0.02% 0.02% 123 0 0.0% Q2 2026 Jul 20, 2026
PMC FIG Opportunities LLC History No change 18,772 1,628 2.6% 2.6% 124 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 18,530 1,607 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 29, 2026
Avidian Wealth Enterprises, LLC History Added to 39,587 1,582 0.04% 0.05% 126 +19,792 99.98% Q3 2026 Oct 08, 2026
M&T BANK CORP History No change 18,185 1,577 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 04, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 18,062 1,566 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 10, 2026
MILLENNIUM MANAGEMENT LLC History No change 17,868 1,550 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 16,781 1,455 0.09% 0.09% 130 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 16,572 1,437 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 16,204 1,405 0.05% 0.05% 132 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 16,011 1,388 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 15,900 1,379 0.22% 0.22% 134 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 15,667 1,359 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,486 1,343 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 23, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 14,962 1,298 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 14,917 1,294 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 13, 2026
Smith Thornton Advisors LLC History No change 15,155 1,286 0.57% 0.57% 139 0 0.0% Q2 2026 Jul 14, 2026
Arizona State Retirement System History No change 14,329 1,243 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 07, 2026
Oakworth Capital, Inc. History No change 14,233 1,234 0.06% 0.06% 141 0 0.0% Q2 2026 Jul 22, 2026
Vanguard Investments Australia, Ltd. History No change 14,056 1,219 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History No change 13,886 1,204 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 11, 2026
AMALGAMATED BANK History No change 13,569 1,177 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 23, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 13,549 1,175 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 13,439 1,165 0.01% 0.01% 146 0 0.0% Q2 2026 Jul 16, 2026
Handelsbanken Fonder AB History No change 13,323 1,156 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 10, 2026
KLP KAPITALFORVALTNING AS History No change 12,900 1,119 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Atom Investors LP History No change 12,886 1,117 0.1% 0.1% 149 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 12,585 1,092 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 12,550 1,088 0.1% 0.1% 151 0 0.0% Q2 2026 Jul 13, 2026
OSAIC HOLDINGS, INC. History No change 12,482 1,082 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,410 1,076 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 11,925 1,034 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 17, 2026
Navigate Wealth Management, LLC History No change 11,774 1,023 0.63% 0.63% 155 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 11,504 997 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 19, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 11,435 991 0.01% 0.01% 157 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 11,408 989 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,390 988 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 11,322 982 0.24% 0.24% 160 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 11,294 979 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 11,179 969 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 10,621 944 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 27, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 10,208 886 0.06% 0.06% 164 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 10,115 877 0.03% 0.03% 165 0 0.0% Q2 2026 Jul 24, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 10,110 877 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,079 874 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 9,917 860 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Everstar Asset Management, LLC History No change 9,908 859 0.41% 0.41% 169 0 0.0% Q2 2026 Aug 03, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 9,832 852 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 9,718 843 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 9,684 840 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 17, 2026
Neuberger Berman Group LLC History No change 9,443 818 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 20,883 806 0.0% 0.0% 175 +11,393 120.05% Q3 2026 Oct 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 9,297 806 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 17, 2026
Arcus Capital Partners, LLC History No change 9,217 799 0.33% 0.33% 176 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 9,050 785 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
Luken Investment Analytics, LLC History No change 8,851 767 0.27% 0.27% 178 0 0.0% Q2 2026 Jul 28, 2026
FMR LLC History No change 8,810 764 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
Aviso Financial Inc. History No change 8,514 738 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 8,500 737 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 25, 2026
&PARTNERS History No change 8,471 734 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 8,470 734 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 8,406 729 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 05, 2026
CIBC Bancorp USA Inc. History No change 8,320 721 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
Sunburst Financial Group, LLC History Added to 17,684 707 0.11% 0.12% 186 +8,842 100.0% Q3 2026 Oct 08, 2026
Arlington Trust Co LLC History No change 8,100 702 0.06% 0.06% 187 0 0.0% Q2 2026 Jul 07, 2026
Equitable Holdings, Inc. History No change 8,073 700 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 17, 2026
Angel Oak Capital Advisors, LLC History No change 8,000 694 0.88% 0.88% 189 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 7,787 675 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 12, 2026
BCR Wealth Strategies, LLC History No change 7,761 673 0.19% 0.19% 191 0 0.0% Q2 2026 Jul 31, 2026
IEQ CAPITAL, LLC History No change 7,576 657 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 7,558 655 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 7,463 647 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 7,320 635 0.01% 0.01% 195 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 7,320 635 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 7,297 633 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,148 632 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 6,961 603 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 6,847 593 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY TRUST CO History No change 6,476 561 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 6,433 558 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History No change 6,416 556 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,350 550 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 6,221 539 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 07, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 6,200 537 0.17% 0.17% 206 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Advisors, LLC History No change 6,143 532 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 6,000 520 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 05, 2026
Schonfeld Strategic Advisors LLC History No change 5,838 506 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 5,698 494 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 5,510 478 0.07% 0.07% 211 0 0.0% Q2 2026 Aug 07, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 5,424 470 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 5,332 462 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,313 460 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 23, 2026
XPONANCE LLC History No change 5,218 452 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 5,025 435 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 5,000 433 0.01% 0.01% 217 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 4,987 433 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 4,956 430 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 12, 2026
Abel Hall, LLC History No change 4,789 415 0.07% 0.07% 220 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Investment Partners, Inc. History No change 4,765 413 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 4,630 401 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,411 382 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 4,279 371 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 03, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 4,191 363 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 4,157 360 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 03, 2026
Entropy Technologies, LP History No change 4,099 355 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History No change 3,888 337 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,803 330 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 3,812 330 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 3,790 328 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,712 322 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 3,656 317 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 3,574 310 0.0% 0.0% 234 0 0.0% Q2 2026 Sep 08, 2026
Snowden Capital Advisors LLC History No change 3,496 303 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 3,501 303 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 27, 2026
Swiss Life Asset Management Ltd History No change 3,396 294 0.0% 0.0% 237 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History No change 3,389 293 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 13, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 7,230 289 0.07% 0.08% 240 +3,615 100.0% Q3 2026 Oct 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 3,334 289 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 04, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 3,258 282 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 11, 2026
Crossmark Global Holdings, Inc. History No change 3,262 282 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 16, 2026
RFG Advisory, LLC History No change 3,233 280 0.0% 0.0% 243 0 0.0% Q2 2026 Jul 15, 2026
Amundi History No change 3,210 278 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History No change 3,189 276 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 03, 2026
Ensign Peak Advisors, Inc History No change 3,092 268 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
Fairvoy Private Wealth, LLC History No change 3,100 268 0.05% 0.05% 247 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 3,049 264 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 20, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 3,028 262 0.04% 0.04% 249 0 0.0% Q2 2026 Aug 07, 2026
LifeSteps Financial, Inc. History No change 3,000 260 0.12% 0.12% 250 0 0.0% Q2 2026 Jul 17, 2026
State of Wyoming History No change 2,983 258 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,927 253 0.0% 0.0% 252 0 0.0% Q2 2026 Sep 23, 2026
STRS OHIO History No change 2,800 242 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 30, 2026
NWAM LLC History No change 2,742 237 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 23, 2026
Vident Advisory, LLC History No change 2,681 232 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 2,652 230 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,642 229 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 29, 2026
Advisors Capital Management, LLC History No change 2,480 215 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 2,426 210 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 2,417 209 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 11, 2026
Resolute Wealth Strategies, LLC History No change 2,390 207 0.08% 0.08% 261 0 0.0% Q2 2026 Aug 12, 2026
71 West Capital Partners History No change 2,390 207 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 04, 2026
HBK Sorce Advisory LLC History No change 2,243 202 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 2,154 186 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,668 144 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 1,633 142 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 3,438 137 0.0% 0.0% 267 +1,960 132.61% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,551 134 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 1,259 109 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 1,239 107 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,189 103 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 1,126 97 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 23, 2026
Quantbot Technologies LP History No change 1,093 94 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 2,248 89 0.01% 0.0% 274 +1,962 686.01% Q3 2026 Oct 01, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 865 75 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 736 63 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 679 59 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History No change 661 57 0.03% 0.03% 278 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 606 53 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 609 53 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 513 45 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 499 43 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 482 41 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 20, 2026
Optiver Holding B.V. History No change 464 40 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 455 39 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 939 37 0.0% 0.0% 286 +449 91.63% Q3 2026 Oct 08, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 388 33 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 362 31 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 367 31 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Kemnay Advisory Services Inc. History No change 357 30 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 331 28 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 253 22 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History No change 234 20 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Planning Group LLC History No change 239 20 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 224 19 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 222 19 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 198 17 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 165 14 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History No change 159 13 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 148 12 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 11, 2026