How many institutions own SFBS 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 SFBS shares is 426, representing 75.37% of the company's common stock.

Who are the major shareholders selling ServisFirst Bancshares, Inc. stock?

CREATIVE PLANNING, in the last quarter, reduced its stake in SFBS by -5.5% restricting it's holding to 232.21 thousand shares of worth nearly $16.67M. RHUMBLINE ADVISERS also lessened -0.48% of the SFBS shares from its portfolio, reducing its holding to 139.98 thousand shares of worth $10.05M. MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC also shunned SFBS shares holding by -2.52% last quarter which brought its holding to 149.07 thousand shares worth $10.70M.

Investors who are buying SFBS stock?

As per its latest 13F filing, WAVERLY ADVISORS, LLC increased its stake in SFBS by 1.82% in the last quarter. The institutional holder raised its holding to 159.78 thousand shares having worth more than $11.47M. PRINCIPAL FINANCIAL GROUP INC also added 0.18% more shares of SFBS to its portfolio, raising its holding to 1.02 million shares of worth $73.11M. BRAGG FINANCIAL ADVISORS, INC also increased its SFBS shares holding by 0.04% which brought its holding to 420.38 thousand shares worth $30.18M.

SFBS's major insiders: who are they?

The insider with the most stakes in SFBS is Fuller Michael D. , director at the company. Additionally, SFBS stock is highly held by Chairman, President, & CEO BROUGHTON THOMAS A and director Smith Hatton C.V. among others.

Did an insider recently sell SFBS stock?

Company executives, directors, and other insiders own 6.55% percent of ServisFirst Bancshares, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which SFBS insiders have sold stock, totaling 42K shares. Insiders that have sold shares include CASHIO J. RICHARD, BROUGHTON THOMAS A, and METTLER CHRISTOPHER J.

Which insider recently purchased SFBS stock?

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

How much of SFBS does insiders own?

Around 397.83K ServisFirst Bancshares, Inc. shares are held by insiders, which represents about 6.55% of SFBS stock.

Who is the insider with the largest stake?

SFBS director, Fuller Michael D. holds the largest portfolio of the company's shares. SFBS shares owned by Fuller total nearly 789.94 thousand.

Which institution holds the most shares in SFBS?

CREATIVE PLANNING is the largest institutional owner in SFBS which holds 232.21 thousand shares worth $16.67M or 0.42% of the total SFBS shares outstanding followed by RHUMBLINE ADVISERS with ownership of 139.98 thousand shares representing 0.26% of the SFBS ownership. MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC is the third largest stakeholder with 149.07 thousand shares or 0.27% of the ownership worth more than $10.70M.

Is ServisFirst Bancshares, 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 SFBS is concerned, it is a stock which is optionable.

Is there a short position on SFBS's shares?

Number of SFBS shares short is 3.39M. 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 SFBS shares are there?

As of today, 54.62M shares of SFBS are outstanding.

Is there many float in SFBS 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, SFBS has 50.45M shares in float.

SFBS 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 SFBS is 14.88.

ServisFirst Bancshares (SFBS) 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 Shares6.2

Short Percent Of Float8.99

Shares Outstanding54.62M

Shares Float50.45M

Shares Short3.39M

Short Ratio14.88

8.99%

Short % of Float

6.2%

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

6.55% Percentage of Shares held by All Insiders

75.37% Percentage of Shares held by All Institutions

80.66% Percentage of Float held by Institutions

426

Number of Institutions Holding Shares

Institutional Ownership

About 75.37% of SFBS shares are held by financial institutions. CREATIVE PLANNING is the top corporate investor, holding 232.21K shares valued at $16.67M. A 0.42% stake in ServisFirst Bancshares, Inc. is owned by the company. RHUMBLINE ADVISERS owns 139.98K shares valued at $10.05M, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CREATIVE PLANNING	0.42%	232.21K	16.67M	-13.52K	-5.50%
Dec 31, 2025	RHUMBLINE ADVISERS	0.26%	139.98K	10.05M	-677	-0.48%
Dec 31, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.27%	149.07K	10.7M	-3.86K	-2.52%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.29%	159.78K	11.47M	2.86K	+1.82%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	173.95K	12.49M	-22.03K	-11.24%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	198.39K	14.24M	-26.41K	-11.75%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.86%	1.02M	73.11M	1.8K	+0.18%
Dec 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.77%	420.38K	30.18M	181	+0.04%
Dec 31, 2025	EDGESTREAM PARTNERS, L.P.	0.09%	47.54K	3.41M	47.54K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.99%	543.24K	39M	3K	+0.55%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.22%	119.08K	8.55M	4.01K	+3.48%
Dec 31, 2025	WELCH GROUP, LLC	1.84%	1M	72.04M	19.73K	+2.01%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.06%	1.12M	80.67M	1.86K	+0.17%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	1.18M	84.61M	-3.3K	-0.28%
Dec 31, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	2.87%	1.57M	112.63M	-1.13M	-41.81%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.88%	1.57M	112.86M	-363.61K	-18.78%
Dec 31, 2025	STATE STREET CORP	4.51%	2.46M	176.89M	82.91K	+3.48%
Dec 31, 2025	VANGUARD GROUP INC	11.13%	6.08M	436.62M	196.25K	+3.33%
Dec 31, 2025	BLACKROCK, INC.	13.61%	7.44M	534.17M	123.3K	+1.69%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.13%	72.32K	5.19M	-2.48K	-3.31%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.14%	75.56K	5.42M	-1.33K	-1.72%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.14%	76.23K	5.47M	65.35K	+600.47%
Dec 31, 2025	MITCHELL MCLEOD PUGH & WILLIAMS INC	0.14%	78.06K	6.69M	-815	-1.03%
Dec 31, 2025	JANE STREET GROUP, LLC	0.14%	78.33K	5.62B	30.31K	+63.13%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	82.43K	5.92M	-54.13K	-39.64%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.15%	83.52K	6M	1.96K	+2.41%
Dec 31, 2025	CITADEL ADVISORS LLC	0.34%	183.58K	13.18M	147.24K	+405.19%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.47%	259.62K	18.64M	185.57K	+250.60%
Dec 31, 2025	BARCLAYS PLC	0.17%	93.51K	6.71M	12.4K	+15.28%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.18%	96.44K	6.92M	71.02K	+279.33%
Dec 31, 2025	INVESCO LTD.	0.23%	124.94K	8.97M	4.26K	+3.53%
Dec 31, 2025	SEI INVESTMENTS CO	0.26%	139.39K	10.01M	-96.5K	-40.91%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.76%	416.13K	29.87M	-19.65K	-4.51%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.77%	419.74K	30.13M	419.74K	+100.00%
Dec 31, 2025	DEPRINCE RACE & ZOLLO INC	0.98%	536.2K	38.49M	21.99K	+4.28%
Dec 31, 2025	FIRST TRUST ADVISORS LP	1.05%	571.85K	41.05M	43.84K	+8.30%
Dec 31, 2025	NORTHERN TRUST CORP	1.08%	589.79K	42.34M	-32.49K	-5.22%
Dec 31, 2025	NORGES BANK	1.22%	667.33K	47.91M	667.33K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.25%	681.08K	48.89M	131.61K	+23.95%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.34%	733.62K	52.67M	-262.85K	-26.38%
Dec 31, 2025	DAVIS ASSET MANAGEMENT, L.P.	1.6%	875.38K	62.84M	111.81K	+14.64%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	90.85K	6.52M	-4.42K	-4.64%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	90.32K	6.48M	7.33K	+8.83%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	91.5K	6.57M	-24.57K	-21.17%
Dec 31, 2025	JACOBS ASSET MANAGEMENT, LLC	0.18%	100K	7.18M	100K	+100.00%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	102.37K	7.35M	1.8K	+1.79%
Dec 31, 2025	JPMORGAN CHASE & CO	1.97%	1.08M	77.51M	117.46K	+12.21%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.77%	418.8K	30.07M	-2.78K	-0.66%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.68%	919.51K	66.01M	919.21K	+307,426.76%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.19%	105.52K	7.58M	93.99K	+814.64%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.65%	352.63K	25.32M	-13.44K	-3.67%
Dec 31, 2025	WASATCH ADVISORS LP	0.88%	481.86K	34.59M	-185.93K	-27.84%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	47.58K	3.42M	1.88K	+4.10%
Dec 31, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.09%	49.49K	3.55M	49.49K	+100.00%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.1%	55.27K	3.97M	55.27K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.1%	56.44K	4.05M	15.4K	+37.53%
Dec 31, 2025	TRUEWEALTH ADVISORS, LLC	0.12%	65.46K	4.7M	-100	-0.15%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.24%	129.39K	9.3M	-4.36K	-3.26%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.19%	102.71K	7.37M	44.24K	+75.65%
Dec 31, 2025	LOOMIS SAYLES & CO L P	0.21%	113.48K	8.15M	113.48K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.21%	116.18K	8.34M	-2.73K	-2.30%
Dec 31, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.22%	120K	8.61M	0	0
Dec 31, 2025	UBS GROUP AG	0.24%	133.14K	9.56M	29.7K	+28.71%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.09%	50.49K	4.07M	-1.86K	-3.55%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.11%	61.82K	4.98M	20.25K	+48.72%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.12%	64.04K	5.16M	1.28K	+2.04%
Sep 30, 2025	TRUEWEALTH ADVISORS, LLC	0.12%	65.56K	5.28M	0	0
Sep 30, 2025	MITCHELL MCLEOD PUGH & WILLIAMS INC	0.14%	78.88K	5.62M	-37	-0.05%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.15%	81.56K	6.57M	3.7K	+4.75%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	97.59K	7.86M	-9.83K	-9.15%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.14%	76.89K	6.19M	-1.14K	-1.47%
Sep 30, 2025	UBS GROUP AG	0.19%	103.44K	8.33M	-67.47K	-39.48%
Sep 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.22%	120K	9.66M	0	0
Sep 30, 2025	INVESCO LTD.	0.22%	120.69K	9.72M	-159	-0.13%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.24%	133.75K	10.79M	-5.9K	-4.23%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.67%	366.08K	29.48M	-86.87K	-19.18%
Sep 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.77%	420.2K	33.84M	580	+0.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	421.59K	33.95M	104.12K	+32.80%
Sep 30, 2025	STATE STREET CORP	4.36%	2.38M	191.75M	-15.33K	-0.64%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.97%	528.01K	42.52M	201.31K	+61.62%
Sep 30, 2025	NORTHERN TRUST CORP	1.14%	622.28K	50.11M	-5.5K	-0.88%
Sep 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	1.4%	763.56K	61.49M	0	0
Sep 30, 2025	STONEGATE INVESTMENT GROUP, LLC	1.68%	919.7K	74.06M	-17.97K	-1.92%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	95.27K	7.67M	0	0
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	100.57K	8.1M	1.5K	+1.51%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	136.56K	11M	-13.47K	-8.98%
Sep 30, 2025	RHUMBLINE ADVISERS	0.26%	140.66K	11.33M	-625	-0.44%
Sep 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.28%	152.92K	12.31M	-400	-0.26%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.29%	156.92K	12.64M	-1.38K	-0.87%
Sep 30, 2025	CEREDEX VALUE ADVISORS LLC	0.31%	167.75K	13.51M	-17.55K	-9.47%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.36%	195.98K	15.78M	24.67K	+14.40%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	224.8K	18.1M	10.62K	+4.96%
Sep 30, 2025	SEI INVESTMENTS CO	0.43%	235.89K	19M	17.82K	+8.17%
Sep 30, 2025	CREATIVE PLANNING	0.45%	245.73K	19.79M	2.68K	+1.10%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.8%	435.78K	35.09M	-8.91K	-2.00%
Sep 30, 2025	DEPRINCE RACE & ZOLLO INC	0.94%	514.2K	41.41M	48.99K	+10.53%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.99%	540.25K	43.51M	6.01K	+1.12%
Sep 30, 2025	WASATCH ADVISORS LP	1.22%	667.78K	53.78M	160.47K	+31.63%
Sep 30, 2025	WELCH GROUP, LLC	1.8%	983.78K	79.22M	9.62K	+0.99%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.82%	996.47K	80.25M	-66.67K	-6.27%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.86%	1.02M	81.86M	-41K	-3.88%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.05%	1.12M	90.34M	-461	-0.04%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	1.18M	95.17M	3.92K	+0.33%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.54%	1.94M	155.88M	-201.15K	-9.41%
Sep 30, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	4.93%	2.7M	217.13M	129.73K	+5.05%
Sep 30, 2025	VANGUARD GROUP INC	10.77%	5.89M	473.98M	-62.11K	-1.04%
Sep 30, 2025	BLACKROCK, INC.	13.39%	7.32M	589.27M	-297.41K	-3.91%
Sep 30, 2025	BARCLAYS PLC	0.15%	81.11K	6.53M	-36.27K	-30.90%
Sep 30, 2025	JPMORGAN CHASE & CO	1.76%	962.16K	77.48M	199.77K	+26.20%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	66.16K	5.33M	154	+0.23%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	74.8K	6.02M	-3.63K	-4.63%
Sep 30, 2025	NUVEEN, LLC	0.22%	118.91K	9.58M	-13.8K	-10.40%
Sep 30, 2025	JARISLOWSKY, FRASER LTD	0.55%	303.12K	24.41M	-3.07K	-1.00%
Sep 30, 2025	MORGAN STANLEY	1.01%	549.47K	44.25M	-93.42K	-14.53%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.21%	115.07K	9.27M	13.32K	+13.10%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.15%	81.99K	6.6M	60.52K	+281.94%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	83K	6.68M	-62.71K	-43.04%
Sep 30, 2025	FEDERATED HERMES, INC.	0.17%	92.38K	7.44M	22.94K	+33.03%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	116.07K	9.35M	1.02K	+0.88%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.17%	91.14K	7.53M	838	+0.93%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	33.22K	2.68M	-251	-0.75%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.06%	33.44K	2.69M	18.76K	+127.80%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	34.19K	2.75M	143	+0.42%
Sep 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.06%	35.48K	2.86M	-3.05K	-7.91%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	37.87K	3.04M	-2.09K	-5.22%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.07%	38.73K	3.12M	2.97K	+8.29%
Sep 30, 2025	CITIGROUP INC	0.07%	40.2K	3.24M	-30.4K	-43.06%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	41.23K	3.32M	4.44K	+12.06%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.08%	45.7K	3.68M	-6.75K	-12.87%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	49.88K	4.02M	-2.17K	-4.17%
Jun 30, 2025	STONEGATE INVESTMENT GROUP, LLC	1.72%	937.67K	72.68M	-1.45K	-0.15%
Jun 30, 2025	BLACKROCK, INC.	13.93%	7.61M	590.22M	-204.9K	-2.62%
Jun 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	1.4%	763.56K	59.18M	0	0
Jun 30, 2025	CEREDEX VALUE ADVISORS LLC	0.34%	185.3K	14.36M	15.75K	+9.29%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.1%	52.45K	4.07M	27.02K	+106.25%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.08%	44.98K	3.49M	11.08K	+32.69%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.07%	35.76K	2.77M	303	+0.85%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.06%	35.09K	2.72M	-2.3K	-6.15%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.06%	33.93K	2.63M	-29.32K	-46.36%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.06%	32.92K	2.55M	0	0
Jun 30, 2025	BESSEMER GROUP INC	0.04%	23.37K	1.81M	1.41K	+6.41%
Jun 30, 2025	KEEL POINT, LLC	0.04%	22.51K	1.74M	75	+0.33%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	100.23K	7.77M	12.22K	+13.88%
Jun 30, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	4.7%	2.57M	198.93M	349.18K	+15.75%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.91%	2.14M	165.63M	-212.89K	-9.06%
Jun 30, 2025	MORGAN STANLEY	1.18%	642.89K	49.83M	878	+0.14%
Jun 30, 2025	DEPRINCE RACE & ZOLLO INC	0.85%	465.21K	36.06M	96.1K	+26.04%
Jun 30, 2025	BRAGG FINANCIAL ADVISORS, INC	0.77%	419.62K	32.52M	1.9K	+0.45%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.06%	33.48K	2.59M	-7.01K	-17.30%
Jun 30, 2025	EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	0.06%	32.95K	2.55M	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.06%	31.99K	2.48M	302	+0.95%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0.06%	31.35K	2.43M	-2.2K	-6.56%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.06%	31.31K	2.43M	-241	-0.76%
Jun 30, 2025	M&T BANK CORP	0.06%	30.83K	2.39M	-1.02K	-3.19%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	28.3K	2.19M	-1.9K	-6.29%
Jun 30, 2025	ILLINOIS MUNICIPAL RETIREMENT FUND	0.05%	26.9K	2.09M	-1.37K	-4.84%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.05%	25.63K	1.99M	3.56K	+16.15%
Jun 30, 2025	LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM	0.04%	23.5K	1.82M	-100	-0.42%
Jun 30, 2025	ROYAL BANK OF CANADA	0.2%	107.42K	8.33M	90.6K	+538.81%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.11%	62.76K	4.86M	830	+1.34%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.05%	26K	2.02M	0	0
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	95.27K	7.38M	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.14%	78.03K	6.05M	-1.05K	-1.33%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.13%	72.25K	5.6B	41.51K	+135.05%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	66.01K	5.12B	23	+0.03%
Jun 30, 2025	TRUEWEALTH ADVISORS, LLC	0.12%	65.56K	5.08M	7	+0.01%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	48.11K	3.73B	24.22K	+101.39%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	47.87K	3.71B	40	+0.08%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	45.93K	3.56M	-72	-0.16%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.08%	44.26K	3.43M	44.26K	+100.00%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.07%	38.53K	2.99M	25.48K	+195.32%
Jun 30, 2025	QUEST PARTNERS LLC	0.07%	38.34K	2.97M	26.35K	+219.56%
Jun 30, 2025	JACOBS ASSET MANAGEMENT, LLC	0.07%	36.78K	2.85M	23.85K	+184.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	30.77K	2.38M	-266	-0.86%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.05%	29.93K	2.32M	2.11K	+7.58%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.05%	1.12M	86.99M	-2.72K	-0.24%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	1.94%	1.06M	82.4M	-9.48K	-0.88%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.93%	1.06M	81.97M	679	+0.06%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	1.32%	722.95K	17.01M	612.8K	+556.32%
Jun 30, 2025	JARISLOWSKY, FRASER LTD	0.56%	306.18K	23.73M	4.04K	+1.34%
Jun 30, 2025	CREATIVE PLANNING	0.44%	243.05K	18.84M	-91	-0.04%
Jun 30, 2025	SEI INVESTMENTS CO	0.4%	218.07K	16.9M	43.45K	+24.88%
Jun 30, 2025	WELCH GROUP, LLC	1.78%	974.16K	75.51M	-27	0.00%
Jun 30, 2025	JPMORGAN CHASE & CO	1.39%	762.39K	59.09M	47.93K	+6.71%
Jun 30, 2025	NORTHERN TRUST CORP	1.15%	627.78K	48.66M	4.54K	+0.73%
Jun 30, 2025	NORGES BANK	1.12%	610.36K	47.31M	610.36K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.98%	534.24K	41.41M	-5.24K	-0.97%
Jun 30, 2025	WASATCH ADVISORS LP	0.93%	507.32K	39.32M	56.66K	+12.57%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.83%	452.94K	35.11M	63.97K	+16.45%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.81%	444.69K	34.47M	-11.19K	-2.45%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.6%	326.7K	25.32M	228.19K	+231.63%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.58%	317.47K	24.61M	17.8K	+5.94%
Jun 30, 2025	STATE STREET CORP	4.38%	2.4M	185.75M	-80.24K	-3.24%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.15%	1.18M	91.29M	-3.99K	-0.34%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.31%	171.31K	13.28M	12.05K	+7.57%
Jun 30, 2025	UBS GROUP AG	0.31%	170.91K	13.25M	87.82K	+105.70%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.29%	158.3K	12.27M	12.26K	+8.40%
Jun 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.28%	153.32K	11.88M	429	+0.28%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	150.03K	11.63M	-14.38K	-8.75%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	145.7K	11.29M	42.78K	+41.57%
Jun 30, 2025	RHUMBLINE ADVISERS	0.26%	141.28K	10.95M	3.26K	+2.36%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	139.65K	10.82M	1.15K	+0.83%
Jun 30, 2025		0.24%	132.7K	10.29M	-21.37K	-13.87%
Jun 30, 2025	INVESCO LTD.	0.22%	120.85K	9.37M	-15.15K	-11.14%
Jun 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.22%	120K	9.3M	0	0
Jun 30, 2025	BARCLAYS PLC	0.21%	117.38K	9.1M	36.69K	+45.46%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	115.05K	8.92M	35.2K	+44.08%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.19%	101.74K	7.89M	-8.51K	-7.72%
Jun 30, 2025	SWISS NATIONAL BANK	0.18%	99.07K	7.68M	-1.4K	-1.39%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	83.1K	6.44M	722	+0.88%
Jun 30, 2025	MITCHELL MCLEOD PUGH & WILLIAMS INC	0.14%	78.92K	6.12M	0	0
Jun 30, 2025	VANGUARD GROUP INC	10.88%	5.95M	461.01M	45.57K	+0.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	214.18K	16.6M	497	+0.23%
Jun 30, 2025	NUVEEN, LLC	0.24%	132.7K	10.29M	-21.37K	-13.87%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.25%	138.5K	11.44M	-3.89K	-2.73%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	146.44K	12.1M	75.8K	+107.30%
Mar 31, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.28%	152.89K	12.63M	-81	-0.05%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.29%	159.25K	13.15M	34.21K	+27.36%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	164.41K	13.58M	11.19K	+7.31%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	88.01K	7.27M	16.75K	+23.50%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	84.9K	7.01M	-8.58K	-9.18%
Mar 31, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	4.07%	2.22M	183.15M	904.45K	+68.89%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.17%	1.18M	97.63M	31.5K	+2.74%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.06%	1.12M	92.92M	-24.18K	-2.10%
Mar 31, 2025	RHUMBLINE ADVISERS	0.25%	138.02K	11.4M	-4.92K	-3.44%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	1.97%	1.07M	88.6M	214.88K	+25.05%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.99%	539.48K	44.56M	18.42K	+3.53%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.84%	455.88K	37.66M	-8.53K	-1.84%
Mar 31, 2025	DEPRINCE RACE & ZOLLO INC	0.68%	369.11K	30.49M	-100.27K	-21.36%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.31%	2.35M	194.09M	-128.06K	-5.17%
Mar 31, 2025	JARISLOWSKY, FRASER LTD	0.55%	302.15K	24.96M	-14.53K	-4.59%
Mar 31, 2025	SEI INVESTMENTS CO	0.32%	174.63K	14.42M	61.38K	+54.21%
Mar 31, 2025	MORGAN STANLEY	1.18%	642.01K	53.03M	-43.41K	-6.33%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	82.37K	6.8M	42.31K	+105.61%
Mar 31, 2025	UBS GROUP AG	0.15%	83.09K	6.86M	-4.73K	-5.39%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.17%	90.04K	7.44M	-4.12K	-4.38%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	102.92K	8.5M	6.77K	+7.04%
Mar 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.2%	110.15K	2.25M	110.15K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.2%	110.25K	9.11M	-6.48K	-5.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	213.68K	17.65M	-18.07K	-7.80%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	299.67K	24.75M	-159.14K	-34.69%
Mar 31, 2025		0.28%	154.07K	12.73M	154.07K	+100.00%
Mar 31, 2025	CREATIVE PLANNING	0.45%	243.14K	20.08M	180.45K	+287.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.71%	388.97K	32.13M	16.77K	+4.51%
Mar 31, 2025	BRAGG FINANCIAL ADVISORS, INC	0.77%	417.72K	34.5M	5.75K	+1.40%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.27%	146.03K	12.06M	-716	-0.49%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	95.27K	7.87M	0	0
Mar 31, 2025	WASATCH ADVISORS LP	0.83%	450.65K	37.22M	-182.36K	-28.81%
Mar 31, 2025	NORTHERN TRUST CORP	1.14%	623.24K	51.48M	-8.82K	-1.40%
Mar 31, 2025	CEREDEX VALUE ADVISORS LLC	0.31%	169.55K	14M	30K	+21.50%
Mar 31, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.22%	120K	9.91M	0	0
Mar 31, 2025	INVESCO LTD.	0.25%	135.99K	11.23M	-3.07K	-2.21%
Mar 31, 2025	DAVIS ASSET MANAGEMENT, L.P.	1.4%	763.56K	63.07M	0	0
Mar 31, 2025	STONEGATE INVESTMENT GROUP, LLC	1.72%	939.12K	77.57M	-8.25K	-0.87%
Mar 31, 2025	WELCH GROUP, LLC	1.79%	974.19K	79.82M	-61.44K	-5.93%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.94%	1.06M	87.3M	3.41K	+0.32%
Mar 31, 2025	JPMORGAN CHASE & CO	1.31%	714.47K	59.01M	-140.95K	-16.48%
Mar 31, 2025	BLACKROCK, INC.	14.35%	7.82M	645.91M	-102.83K	-1.30%
Mar 31, 2025	STATE STREET CORP	4.54%	2.48M	204.57M	-171.67K	-6.48%
Mar 31, 2025	VANGUARD GROUP INC	10.83%	5.9M	487.52M	187.72K	+3.28%
Mar 31, 2025	CITIGROUP INC	0.17%	90.55K	7.48M	-3.22K	-3.43%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	96.07K	7.94M	96.07K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.18%	98.52K	8.14M	-11.66K	-10.58%
Mar 31, 2025	SWISS NATIONAL BANK	0.18%	100.47K	8.3M	-1.4K	-1.37%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	101.87K	6.76M	0	0
Mar 31, 2024	BARCLAYS PLC	0.13%	72.77K	4.83M	-34.35K	-32.07%
Mar 31, 2024	GRATUS CAPITAL LLC	0.2%	110.55K	7.34M	40.55K	+57.93%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.21%	114.57K	7.6M	1.64K	+1.46%
Mar 31, 2024	INVESCO LTD.	0.21%	116.19K	7.71M	14.49K	+14.25%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	0.22%	120K	7.96M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.24%	128.54K	8.53M	107.06K	+498.60%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.25%	136.09K	9.03M	-3.02K	-2.17%
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.08%	42.64K	2.83M	-5.83K	-12.03%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.08%	42.88K	2.85M	574	+1.36%
Mar 31, 2024	ARLINGTON TRUST CO LLC	0.08%	42.95K	2.85M	225	+0.53%
Mar 31, 2024	UBS GROUP AG	0.08%	42.96K	2.85M	-12.34K	-22.32%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	44.26K	2.93M	5.03K	+12.81%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.08%	44.94K	2.98M	-4.31K	-8.75%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.08%	45.12K	2.99M	3.85K	+9.34%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	47.79K	3.17M	-175	-0.36%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	0.09%	51.17K	3.4M	-13.8K	-21.24%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	51.61K	3.42M	978	+1.93%
Mar 31, 2024	BRAGG FINANCIAL ADVISORS, INC	0.75%	408.56K	27.11M	214	+0.05%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.77%	417.74K	27.72M	14.71K	+3.65%
Mar 31, 2024	WELCH GROUP, LLC	2.34%	1.27M	84.56M	-25.2K	-1.94%
Mar 31, 2024	JPMORGAN CHASE & CO	2.77%	1.51M	100.05M	-12.5K	-0.82%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	5.91%	3.22M	213.7M	-36.75K	-1.13%
Mar 31, 2024	VANGUARD GROUP INC	10.48%	5.7M	378.23M	221.51K	+4.04%
Mar 31, 2024	BLACKROCK INC.	14.25%	7.75M	514.53M	-78.89K	-1.01%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.1%	55K	3.65M	-1.47K	-2.61%
Mar 31, 2024	CITADEL ADVISORS LLC	0.1%	55.59K	3.69M	49.59K	+826.50%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.18%	97.87K	6.49M	3.22K	+3.40%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.18%	100.43K	6.66M	-1.24K	-1.22%
Mar 31, 2024	LEAVELL INVESTMENT MANAGEMENT, INC.	0.19%	101.87K	6.79M	350	+0.34%
Mar 31, 2024	STATE STREET CORP	4.15%	2.26M	150.68M	-66.36K	-2.85%
Mar 31, 2024	SEI INVESTMENTS CO	0.19%	101.87K	6.76M	-1.02K	-0.99%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.19%	105.58K	7.01M	9.22K	+9.57%
Mar 31, 2024	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.2%	110.16K	7.31M	75.07K	+213.90%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.26%	142.29K	9.44M	-4.71K	-3.20%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.28%	150.29K	9.97M	358	+0.24%
Mar 31, 2024	RHUMBLINE ADVISERS	0.28%	151.77K	10.07M	72	+0.05%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.4%	219.97K	14.6M	1.22K	+0.56%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.6%	325.8K	21.62M	-64.02K	-16.42%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.66%	361.21K	23.97M	30.93K	+9.36%
Mar 31, 2024	JARISLOWSKY, FRASER LTD	0.73%	398.34K	26.43M	134.68K	+51.08%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.86%	465.35K	30.88M	-20.16K	-4.15%
Mar 31, 2024	NORTHERN TRUST CORP	1.11%	606.63K	40.26M	-12.92K	-2.09%
Mar 31, 2024	MORGAN STANLEY	1.12%	607.66K	40.32M	-23.27K	-3.69%
Mar 31, 2024	DAVIS ASSET MANAGEMENT, L.P.	1.51%	823.56K	54.65M	0	0
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	1.63%	886.34K	58.82M	-26.43K	-2.90%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.02%	1.1M	72.78M	35.07K	+3.30%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.2%	1.19M	79.28M	58.04K	+5.11%
Mar 31, 2024	CHAMPLAIN INVESTMENT PARTNERS, LLC	2.64%	1.44M	95.48M	364.72K	+33.95%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.12%	62.78K	4.17M	-2.7K	-4.12%
Mar 31, 2024	CITIGROUP INC	0.12%	63.28K	4.2M	3.6K	+6.03%
Mar 31, 2024	TRUEWEALTH ADVISORS, LLC	0.12%	65.83K	4.37M	7	+0.01%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.13%	70.7K	4.69M	127	+0.18%
Mar 31, 2024	STONEGATE INVESTMENT GROUP, LLC	0.1%	52.03K	3.45M	-257	-0.49%
Mar 31, 2024	MITCHELL MCLEOD PUGH & WILLIAMS INC	0.15%	81.55K	5.41M	-1.38K	-1.67%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.24%	129.53K	8.6M	-12.39K	-8.73%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.26%	140.95K	9.34M	1.71K	+1.23%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.28%	152.43K	10.11M	-2.77K	-1.78%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.34%	187.23K	12.42M	2.38K	+1.28%
Mar 31, 2024	WASATCH ADVISORS LP	1.34%	729.51K	48.41M	-107.68K	-12.86%
Dec 31, 2023	SWISS NATIONAL BANK	0.19%	101.87K	6.79M	-11.5K	-10.14%
Dec 31, 2023	INVESCO LTD.	0.19%	101.7K	6.78M	-8.36K	-7.60%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	101.67K	6.77M	41.13K	+67.93%
Dec 31, 2023	LEAVELL INVESTMENT MANAGEMENT, INC.	0.19%	101.52K	6.8M	-1.27K	-1.23%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.18%	96.36K	6.42M	-2.98K	-3.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.17%	94.65K	6.31M	28.86K	+43.87%
Dec 31, 2023	MITCHELL MCLEOD PUGH & WILLIAMS INC	0.15%	82.93K	5.53M	-67	-0.08%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.13%	70.57K	4.7M	-279	-0.39%
Dec 31, 2023	GRATUS CAPITAL LLC	0.13%	70K	4.66M	0	0
Dec 31, 2023	TRUEWEALTH ADVISORS, LLC	0.12%	65.82K	4.39M	7	+0.01%
Dec 31, 2023	MORGAN STANLEY	1.16%	630.93K	42.04M	66.13K	+11.71%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.12%	65.48K	4.36M	900	+1.39%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	0.12%	64.97K	4.33M	-8.1K	-11.08%
Dec 31, 2023	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.11%	61.28K	4.08M	-27.35K	-30.86%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.11%	58.52K	3.9M	-770	-1.30%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.1%	56.47K	3.76M	-1.12K	-1.94%
Dec 31, 2023	BLACKROCK INC.	14.36%	7.83M	521.88M	318.96K	+4.25%
Dec 31, 2023	VANGUARD GROUP INC	10.05%	5.48M	365.01M	47.89K	+0.88%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	5.97%	3.26M	217.02M	-185.24K	-5.38%
Dec 31, 2023	STATE STREET CORP	4.27%	2.33M	155.72M	204.89K	+9.66%
Dec 31, 2023	JPMORGAN CHASE & CO	2.79%	1.52M	101.29M	-61.34K	-3.88%
Dec 31, 2023	WELCH GROUP, LLC	2.38%	1.3M	86.58M	-2.48K	-0.19%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.08%	1.14M	75.74M	47.46K	+4.36%
Dec 31, 2023	CHAMPLAIN INVESTMENT PARTNERS, LLC	1.97%	1.07M	71.57M	84.88K	+8.58%
Dec 31, 2023	CITIGROUP INC	0.11%	59.68K	3.98M	24.84K	+71.28%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.95%	1.06M	70.74M	48.82K	+4.82%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	1.67%	912.77K	60.82M	-32.07K	-3.39%
Dec 31, 2023	WASATCH ADVISORS LP	1.54%	837.19K	55.78M	40.87K	+5.13%
Dec 31, 2023	DAVIS ASSET MANAGEMENT, L.P.	1.51%	823.56K	54.87M	-80K	-8.85%
Dec 31, 2023	NORTHERN TRUST CORP	1.14%	619.56K	41.28M	11.78K	+1.94%
Dec 31, 2023	NORGES BANK	0.99%	541.84K	36.1M	541.84K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.89%	485.51K	32.35M	-16.09K	-3.21%
Dec 31, 2023	BRAGG FINANCIAL ADVISORS, INC	0.75%	408.34K	27.21M	1.39K	+0.34%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.74%	403.03K	26.85M	14.74K	+3.80%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.71%	389.82K	25.98M	56.63K	+17.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.61%	330.28K	22.01M	-39.22K	-10.62%
Dec 31, 2023	JARISLOWSKY, FRASER LTD	0.48%	263.66K	17.57M	-6.98K	-2.58%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.4%	218.76K	14.58M	53.84K	+32.65%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.34%	184.85K	12.32M	-3.96K	-2.10%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.28%	155.19K	10.34M	-1.2K	-0.77%
Dec 31, 2023	RHUMBLINE ADVISERS	0.28%	151.7K	10.11M	3.4K	+2.29%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.27%	149.93K	9.99M	536	+0.36%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.27%	147K	9.8M	-14.57K	-9.02%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.26%	141.92K	9.46M	-3.95K	-2.71%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.26%	139.24K	9.28M	-919	-0.66%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.26%	139.11K	9.27M	-58.34K	-29.55%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	0.22%	120K	8M	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.21%	112.92K	7.52M	-10.02K	-8.15%
Dec 31, 2023	BARCLAYS PLC	0.2%	107.12K	7.14M	41.74K	+63.83%
Dec 31, 2023	SEI INVESTMENTS CO	0.19%	102.89K	6.86M	-1K	-0.96%

Insiders

Among the SFBS insiders holding of 6.55% of the stake in company, FULLER MICHAEL D., director, holds the largest shares of 789.94K. BROUGHTON THOMAS A, Chairman, President, & CEO, is the second largest SFBS insider with ownership of 592.59K shares. SMITH HATTON C.V., director, stands third with possession of 419.66K shares of that stake.

Insiders	Designation	Shares Held
FULLER MICHAEL D.	director	789.94K
BROUGHTON THOMAS A	Chairman, President, & CEO	592.59K
SMITH HATTON C.V.	director	419.66K
CASHIO J. RICHARD	director	397.83K
FOSHEE WILLIAM M	CFO, EVP	265.75K
BARKER G. CARLTON	EVP, Regional CEO	92.62K
LAMAR W BIBB JR	Regional CEO, EVP	73.81K
KATTOS ANDREW N	EVP, Regional CEO	60.95K
RUSHING RODNEY ELDON	COO, EVP	60K
MCKINNEY REX D	EVP/Regional CEO	45.27K
TUDER IRMA LOYA	director	43.22K
METTLER CHRISTOPHER J	director	17.44K
POUNCEY CLARENCE C. III	COO & EVP	15.13K
ABBOTT HENRY FULBROOK	Chief Credit Officer, SVP	8.5K
VIEIRA BRADFORD ALAN	EVP, Regional CEO	8.5K
TROUCHE THOMAS G.	EVP, Regional CEO	8.23K
HOLLOWAY ELIZABETH BUGG	director	4.17K
FILLER JAMES J	director	2.5K
MORRIS BUFORD HARRISON III	EVP, Regional CEO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 24, 2026	CASHIO J. RICHARD	SALE	74.50	42K	3.13M	397.83K
Aug 22, 2025	BROUGHTON THOMAS A	SALE	87.99	22.21K	1.95M	592.59K
Feb 13, 2025	METTLER CHRISTOPHER J	SALE	88.68	18K	1.6M	17.44K
Feb 10, 2025	CASHIO J. RICHARD	SALE	91.52	1.59K	145.43K	443.54K
Dec 24, 2024	METTLER CHRISTOPHER J	SALE	86.50	1.5K	129.75K	3.51K
Dec 20, 2024	METTLER CHRISTOPHER J	SALE	87.14	1.81K	157.29K	5.01K
Dec 19, 2024	METTLER CHRISTOPHER J	SALE	85.54	1K	85.54K	6.81K
Dec 18, 2024	METTLER CHRISTOPHER J	SALE	93.00	2.5K	232.5K	7.81K
Dec 11, 2024	METTLER CHRISTOPHER J	SALE	96.25	4K	385K	10.31K
Dec 10, 2024	METTLER CHRISTOPHER J	SALE	96.25	556	53.52K	14.31K
Nov 21, 2024	METTLER CHRISTOPHER J	SALE	94.20	3.35K	315.95K	14.87K
Oct 24, 2024	ABBOTT HENRY FULBROOK	SALE	85.20	982	83.66K	8.5K
Sep 19, 2024	RUSHING RODNEY ELDON	SALE	84.56	16K	1.35M	60K
Sep 18, 2024	RUSHING RODNEY ELDON	SALE	80.96	24K	1.94M	76K
Dec 04, 2023	RUSHING RODNEY ELDON	SALE	56.17	5.5K	308.94K	304.82K
May 31, 2023	HOLLOWAY ELIZABETH BUGG	PURCHASE	40.78	1.28K	52.04K	4.17K
May 04, 2023	BROUGHTON THOMAS A	PURCHASE	44.60	2.78K	123.77K	2.78K
Apr 21, 2023	TUDER IRMA LOYA	PURCHASE	50.65	1K	50.65K	43.22K
Apr 20, 2023	BROUGHTON THOMAS A	PURCHASE	49.95	3K	149.85K	259.69K
Apr 20, 2023	SMITH HATTON C.V.	PURCHASE	49.47	2.02K	99.93K	419.66K
Mar 14, 2023	BROUGHTON THOMAS A	PURCHASE	57.73	152	8.77K	55.14K
Mar 14, 2023	FILLER JAMES J	PURCHASE	55.99	2.5K	139.98K	2.5K
Oct 21, 2022	BROUGHTON THOMAS A	PURCHASE	69.97	196	13.71K	54.99K
Aug 16, 2022	FOSHEE WILLIAM M	SALE	92.89	3K	278.67K	265.75K
Jun 10, 2022	TUDER IRMA LOYA	PURCHASE	76.60	2K	153.2K	42.22K
Jun 10, 2022	BROUGHTON THOMAS A	PURCHASE	76.23	1K	76.23K	251.53K
Jun 06, 2022	CASHIO J. RICHARD	SALE	82.13	1.45K	119.42K	448.05K
Dec 10, 2021	ABBOTT HENRY FULBROOK	SALE	80.61	477	38.45K	7.49K
Nov 08, 2021	FOSHEE WILLIAM M	SALE	85.10	32K	2.72M	267.71K
Jun 14, 2021	CASHIO J. RICHARD	SALE	68.84	600	41.3K	448.87K
Jun 03, 2021	FOSHEE WILLIAM M	SALE	69.03	7K	483.21K	301.71K
Apr 27, 2021	FOSHEE WILLIAM M	SALE	63.81	3K	191.43K	308.71K
Apr 26, 2021	CASHIO J. RICHARD	SALE	64.58	4.4K	284.15K	449.47K
Apr 22, 2021	SMITH HATTON C.V.	SALE	61.80	22K	1.36M	416.05K
Mar 16, 2021	CASHIO J. RICHARD	SALE	59.19	35K	2.07M	453.05K
Mar 12, 2021	CASHIO J. RICHARD	SALE	58.26	6.08K	354.22K	102K
Mar 11, 2021	CASHIO J. RICHARD	SALE	57.08	37.41K	2.14M	108.08K
Mar 10, 2021	CASHIO J. RICHARD	SALE	56.91	38.51K	2.19M	145.49K
Dec 16, 2020	KATTOS ANDREW N	SALE	41.51	18K	747.18K	60.95K
Dec 15, 2020	BARKER G. CARLTON	SALE	41.29	7.75K	319.83K	92.62K
Dec 14, 2020	BARKER G. CARLTON	SALE	41.25	2.25K	92.98K	100.37K
Dec 09, 2020	POUNCEY CLARENCE C. III	SALE	40.50	2K	81K	15.13K
Dec 08, 2020	POUNCEY CLARENCE C. III	SALE	40.02	1K	40.02K	17.13K
Dec 07, 2020	POUNCEY CLARENCE C. III	SALE	39.48	666	26.3K	18.13K
Dec 04, 2020	MORRIS BUFORD HARRISON III	SALE	39.10	18	703.8	0
Dec 03, 2020	POUNCEY CLARENCE C. III	SALE	38.95	330	12.85K	18.8K
Dec 02, 2020	POUNCEY CLARENCE C. III	SALE	38.95	4	155.8	19.13K
Dec 02, 2020	MCKINNEY REX D	SALE	38.59	5K	192.95K	45.27K
Nov 24, 2020	LAMAR W BIBB JR	SALE	40.24	5K	201.2K	73.81K
Nov 13, 2020	TROUCHE THOMAS G.	SALE	37.54	4.12K	154.7K	8.23K
Nov 10, 2020	BARKER G. CARLTON	SALE	40.00	15K	600K	102.62K
Aug 14, 2020	FOSHEE WILLIAM M	SALE	38.42	3.29K	126.56K	310.73K
Aug 13, 2020	FOSHEE WILLIAM M	SALE	38.10	3.61K	137.39K	314.02K
Aug 12, 2020	FOSHEE WILLIAM M	SALE	39.78	100	3.98K	317.63K
Aug 11, 2020	CASHIO J. RICHARD	SALE	39.27	2.19K	86K	488.05K
Aug 11, 2020	KATTOS ANDREW N	SALE	39.31	13.5K	530.69K	79.83K
Aug 10, 2020	KATTOS ANDREW N	SALE	38.62	6.5K	251.03K	93.33K
Aug 10, 2020	CASHIO J. RICHARD	SALE	39.04	1.41K	55.05K	490.24K
Jul 23, 2020	FOSHEE WILLIAM M	SALE	37.49	6.7K	251.18K	319.13K
Jun 05, 2020	KATTOS ANDREW N	SALE	38.71	6.25K	241.78K	99.83K
Jun 04, 2020	KATTOS ANDREW N	SALE	36.61	13.75K	503.53K	106.08K
Apr 29, 2020	LAMAR W BIBB JR	SALE	36.00	10K	360K	78.81K
Mar 17, 2020	METTLER CHRISTOPHER J	PURCHASE	22.69	5K	113.45K	20.09K
Mar 16, 2020	METTLER CHRISTOPHER J	PURCHASE	25.97	14.8K	384.36K	15.09K
Mar 12, 2020	MCKINNEY REX D	PURCHASE	25.95	1.5K	38.93K	50.27K
Mar 11, 2020	TUDER IRMA LOYA	PURCHASE	28.95	5.17K	149.73K	29.75K
Feb 20, 2020	LAMAR W BIBB JR	SALE	40.00	9.26K	370.52K	62.49K
Feb 19, 2020	LAMAR W BIBB JR	SALE	40.01	737	29.49K	71.75K
Feb 07, 2020	CASHIO J. RICHARD	SALE	39.17	6.2K	242.85K	494.2K
Oct 24, 2019	LAMAR W BIBB JR	SALE	34.65	11K	381.15K	58.65K
Oct 24, 2019	FOSHEE WILLIAM M	SALE	34.63	2K	69.26K	327.33K
Sep 16, 2019	MORRIS BUFORD HARRISON III	SALE	33.94	15K	509.1K	115.36K
Sep 03, 2019	FILLER JAMES J	PURCHASE	29.44	2K	58.88K	1.37M
Aug 29, 2019	BROUGHTON THOMAS A	PURCHASE	30.79	1.5K	46.19K	1M
Aug 28, 2019	FILLER JAMES J	PURCHASE	29.65	1.5K	44.48K	1.37M
Aug 22, 2019	KATTOS ANDREW N	PURCHASE	30.75	834	25.65K	121.83K
Jul 18, 2019	VIEIRA BRADFORD ALAN	SALE	33.20	16.48K	547.27K	8.5K
Feb 21, 2019	MORRIS BUFORD HARRISON III	SALE	36.00	10K	360K	131.46K
Dec 14, 2018	TUDER IRMA LOYA	PURCHASE	34.48	2.9K	99.99K	38.7K
Dec 10, 2018	TROUCHE THOMAS G.	PURCHASE	34.88	275	9.59K	2.35K
Oct 23, 2018	BROUGHTON THOMAS A	PURCHASE	35.34	250	8.83K	54.79K
Sep 14, 2018	LAMAR W BIBB JR	SALE	41.00	4.5K	184.42K	54.47K
Sep 10, 2018	LAMAR W BIBB JR	SALE	42.90	502	21.54K	58.96K
Aug 24, 2018	KATTOS ANDREW N	SALE	43.27	25K	1.08M	121K
Aug 21, 2018	CASHIO J. RICHARD	SALE	43.73	35.37K	1.55M	486.82K
Aug 20, 2018	CASHIO J. RICHARD	SALE	43.22	7.71K	333.01K	522.19K
Aug 01, 2018	FOSHEE WILLIAM M	SALE	42.35	12.03K	509.64K	277.47K
May 14, 2018	FULLER MICHAEL D.	SALE	42.57	60K	2.55M	789.94K
May 09, 2018	KATTOS ANDREW N	SALE	43.12	20.7K	892.66K	146K
May 08, 2018	LAMAR W BIBB JR	SALE	42.75	10K	427.5K	38K
May 08, 2018	KATTOS ANDREW N	SALE	43.00	4.3K	184.91K	166.7K
Apr 30, 2018	MCKINNEY REX D	SALE	42.39	25K	1.06M	12.34K
Apr 20, 2018	VIEIRA BRADFORD ALAN	SALE	42.95	7.5K	322.13K	26.5K
Mar 07, 2018	BARKER G. CARLTON	SALE	43.25	10K	432.5K	116.46K
Feb 05, 2018	FULLER MICHAEL D.	SALE	42.23	20K	844.6K	849.94K
Nov 29, 2017	BARKER G. CARLTON	SALE	42.25	10K	422.5K	126.46K
Oct 25, 2017	FOSHEE WILLIAM M	SALE	40.70	18K	732.6K	289.5K
Oct 19, 2017	MCKINNEY REX D	SALE	40.68	33K	1.34M	37.34K
Sep 14, 2017	VIEIRA BRADFORD ALAN	SALE	34.38	3.75K	128.93K	33.75K
Sep 14, 2017	KATTOS ANDREW N	SALE	34.31	23.89K	819.53K	172K
Sep 13, 2017	KATTOS ANDREW N	SALE	34.60	34.11K	1.18M	195.89K
Sep 08, 2017	FILLER JAMES J	PURCHASE	32.79	3.55K	116.27K	1.31M
Aug 21, 2017	MCKINNEY REX D	SALE	33.52	35K	1.17M	70.34K
Aug 18, 2017	MCKINNEY REX D	SALE	33.58	40K	1.34M	105.34K
May 23, 2017	TROUCHE THOMAS G.	PURCHASE	35.04	285	9.99K	2.08K
May 11, 2017	BROUGHTON THOMAS A	PURCHASE	37.06	250	9.27K	7.27K
May 10, 2017	FULLER MICHAEL D.	PURCHASE	37.61	84	3.16K	410.05K
May 04, 2017	LAMAR W BIBB JR	SALE	38.78	28K	1.09M	48K
Mar 17, 2017	FULLER MICHAEL D.	PURCHASE	39.35	2.5K	98.38K	409.97K
Feb 14, 2017	POUNCEY CLARENCE C. III	SALE	41.92	8.87K	371.66K	19.13K
May 04, 2014	LAMAR W BIBB JR	SALE	38.78	28K	1.09M	48K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES42K1

NET SHARES-42K1

SHARES HELD397.83K1

% NET SHARES-110.56%0%

Frequently Asked Questions