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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.
About 91.46% of SFST shares are held by financial institutions. EJF CAPITAL LLC is the top corporate investor, holding 54.32K shares valued at $3.32M. A 0.59% stake in Southern First Bancshares, Inc. is owned by the company. CITADEL ADVISORS LLC owns 49.33K shares valued at $3.01M, which translates its holding of 0.54% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | EJF CAPITAL LLC | 0.59% | 54.32K | 3.32M | 54.32K | +100.00% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.54% | 49.33K | 3.01M | 49.33K | +100.00% |
| Jun 30, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.34% | 31.02K | 1.9M | 23.6K | +317.90% |
| Jun 30, 2026 | VOLEON CAPITAL MANAGEMENT LP | 0.32% | 29.73K | 1.82M | 29.73K | +100.00% |
| Jun 30, 2026 | ABACUS PLANNING GROUP, INC. | 0.32% | 29.24K | 1.79M | -1.14K | -3.74% |
| Jun 30, 2026 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.3% | 27.15K | 1.66M | 5.07K | +22.97% |
| Jun 30, 2026 | MARSHALL WACE, LLP | 0.27% | 21.69K | 1.33M | -2.91K | -11.82% |
| Jun 30, 2026 | QUANTINNO CAPITAL MANAGEMENT LP | 0.26% | 20.97K | 1.28M | 5.36K | +34.31% |
| Jun 30, 2026 | SHEETS SMITH WEALTH MANAGEMENT | 0.24% | 19.64K | 1.2M | 435 | +2.27% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.2% | 16.71K | 1.02M | 4.56K | +37.59% |
| Jun 30, 2026 | NUVEEN, LLC | 0.2% | 16.41K | 1M | 2.63K | +19.06% |
| Jun 30, 2026 | QUANTBOT TECHNOLOGIES LP | 0.2% | 16.23K | 991.59K | 15.67K | +2,782.59% |
| Jun 30, 2026 | FRANKLIN RESOURCES INC | 0.19% | 15.6K | 952.86K | 10.61K | +212.53% |
| Jun 30, 2026 | EAM INVESTORS, LLC | 0.17% | 13.95K | 852.47K | -7.52K | -35.03% |
| Jun 30, 2026 | MENDON CAPITAL ADVISORS CORP | 0.16% | 13.35K | 815.56K | 7.77K | +139.13% |
| Jun 30, 2026 | ASSENAGON ASSET MANAGEMENT S.A. | 0.16% | 12.95K | 791.25K | -11.55K | -47.13% |
| Jun 30, 2026 | CITIGROUP INC | 0.16% | 12.94K | 790.63K | 11.84K | +1,080.66% |
| Jun 30, 2026 | LEGATO CAPITAL MANAGEMENT LLC | 0.16% | 12.9K | 788.01K | 1.06K | +8.97% |
| Jun 30, 2026 | DE LISLE PARTNERS LLP | 0.15% | 12.59K | 769.86K | 0 | 0 |
| Jun 30, 2026 | STRS OHIO | 0.15% | 12K | 733.2K | 1.3K | +12.15% |
| Jun 30, 2026 | RHUMBLINE ADVISERS | 0.14% | 11.75K | 718.16K | 1.86K | +18.78% |
| Jun 30, 2026 | UBS GROUP AG | 0.14% | 11.64K | 711.33K | 8.45K | +264.27% |
| Jun 30, 2026 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.37% | 34.25K | 2.09M | 22.43K | +189.75% |
| Jun 30, 2026 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.14% | 11.08K | 676.99K | 11.08K | +100.00% |
| Jun 30, 2026 | CREATIVE PLANNING | 0.14% | 11.08K | 676.99K | 6.54K | +144.11% |
| Jun 30, 2026 | GODSEY & GIBB, INC | 0.14% | 11.06K | 675.77K | 0 | 0 |
| Jun 30, 2026 | GABELLI FUNDS LLC | 0.68% | 62.53K | 3.82M | 0 | 0 |
| Jun 30, 2026 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.12% | 9.99K | 613.61K | 539 | +5.70% |
| Jun 30, 2026 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.65% | 59.42K | 3.63M | 21.95K | +58.59% |
| Jun 30, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.64% | 59.18K | 3.62M | 8.09K | +15.83% |
| Jun 30, 2026 | WELLINGTON MANAGEMENT GROUP LLP | 0.54% | 49.47K | 3.02M | 49.47K | +100.00% |
| Jun 30, 2026 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.53% | 48.27K | 2.95M | -8.37K | -14.78% |
| Jun 30, 2026 | ACADIAN ASSET MANAGEMENT LLC | 0.49% | 44.88K | 2.74M | -79.7K | -63.97% |
| Jun 30, 2026 | ALGERT GLOBAL LLC | 0.45% | 41.11K | 2.51M | 7.1K | +20.88% |
| Jun 30, 2026 | BLACKROCK, INC. | 10.17% | 830.38K | 50.74M | 117.97K | +16.56% |
| Jun 30, 2026 | D. E. SHAW & CO., INC. | 0.44% | 40K | 2.44M | 24.66K | +160.74% |
| Jun 30, 2026 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.4% | 36.89K | 2.25M | -7.63K | -17.14% |
| Jun 30, 2026 | VICTORY CAPITAL MANAGEMENT INC | 0.32% | 29.74K | 1.82M | 29.74K | +100.00% |
| Jun 30, 2026 | FJ CAPITAL MANAGEMENT LLC | 9.71% | 892.22K | 54.51M | 85K | +10.53% |
| Jun 30, 2026 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.2% | 844.65K | 51.61M | 26.81K | +3.28% |
| Jun 30, 2026 | STATE STREET CORP | 4.07% | 373.52K | 22.82M | 205.56K | +122.38% |
| Jun 30, 2026 | AMERIPRISE FINANCIAL INC | 2.7% | 247.64K | 15.13M | -23.6K | -8.70% |
| Jun 30, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 2.58% | 237.05K | 14.49M | 56.82K | +31.53% |
| Jun 30, 2026 | RENAISSANCE TECHNOLOGIES LLC | 2.03% | 186.31K | 11.38M | 35.7K | +23.70% |
| Jun 30, 2026 | WALLEYE CAPITAL LLC | 1.96% | 179.99K | 11M | 179.99K | +100.00% |
| Jun 30, 2026 | BANC FUNDS CO LLC | 1.77% | 162.66K | 9.94M | -9K | -5.24% |
| Jun 30, 2026 | AMERICAN CENTURY COMPANIES INC | 1.72% | 157.86K | 9.65M | 8.44K | +5.65% |
| Jun 30, 2026 | MORGAN STANLEY | 1.37% | 126.04K | 7.7M | 41.44K | +48.98% |
| Jun 30, 2026 | MALTESE CAPITAL MANAGEMENT LLC | 1.33% | 122K | 7.45M | 86.97K | +248.31% |
| Jun 30, 2026 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.26% | 116.13K | 7.1M | 1K | +0.87% |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 1.16% | 106.93K | 6.53M | 41.02K | +62.24% |
| Jun 30, 2026 | ALLIANCEBERNSTEIN L.P. | 1.16% | 106.59K | 5.81M | 65.03K | +156.45% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 1.05% | 96.21K | 5.87M | 92.82K | +2,739.79% |
| Jun 30, 2026 | STIEVEN CAPITAL ADVISORS, L.P. | 1.02% | 94.11K | 5.75M | 94.11K | +100.00% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 1% | 91.97K | 5.62M | 73.77K | +405.28% |
| Jun 30, 2026 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.95% | 87.45K | 5.34M | 87.45K | +100.00% |
| Jun 30, 2026 | NORTHERN TRUST CORP | 0.93% | 85.79K | 5.24M | 14.7K | +20.68% |
| Jun 30, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0.84% | 77K | 4.7M | 23.71K | +44.48% |
| Jun 30, 2026 | AQR CAPITAL MANAGEMENT LLC | 0.83% | 76.43K | 4.67M | 49.75K | +186.43% |
| Jun 30, 2026 | ENDEAVOUR CAPITAL ADVISORS INC | 7.22% | 662.86K | 40.5M | 55.46K | +9.13% |
| Jun 30, 2026 | VANGUARD CAPITAL MANAGEMENT LLC | 4.28% | 392.79K | 24M | 47.9K | +13.89% |
| Jun 30, 2026 | DIMENSIONAL FUND ADVISORS LP | 4.22% | 387.86K | 23.7M | 7.49K | +1.97% |
| Jun 30, 2026 | GAMCO INVESTORS, INC. ET AL | 0.29% | 24K | 1.47M | -5.4K | -18.37% |
| Jun 30, 2026 | 0.93% | 76.29K | 4.66M | 31.55K | +70.49% | |
| Jun 30, 2026 | ZACKS INVESTMENT MANAGEMENT | 0.73% | 67.15K | 4.1M | 5.65K | +9.18% |
| Jun 30, 2026 | BANK OF NEW YORK MELLON CORP | 0.33% | 26.66K | 1.63M | 6.43K | +31.79% |
| Jun 30, 2026 | MILLENNIUM MANAGEMENT LLC | 0.72% | 66.49K | 4.06M | 53.38K | +407.42% |
| Jun 30, 2026 | TREXQUANT INVESTMENT LP | 0.72% | 66.32K | 4.05M | 44.06K | +197.91% |
| Jun 30, 2026 | EMPOWERED FUNDS, LLC | 0.32% | 29.23K | 1.79M | 1.99K | +7.29% |
| Jun 30, 2026 | XTX TOPCO LTD | 0.3% | 27.96K | 1.71M | 13.87K | +98.44% |
| Jun 30, 2026 | CAPTRUST FINANCIAL ADVISORS | 0.32% | 29.12K | 1.78M | 136 | +0.47% |
| Jun 30, 2026 | SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 0.3% | 27.15K | 1.66M | 27.15K | +100.00% |
| Jun 30, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC | 0.83% | 76.29K | 4.66M | 31.55K | +70.49% |
| Mar 31, 2026 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0.08% | 6.57K | 358.07K | 6.4K | +3,764.71% |
| Mar 31, 2026 | ABACUS PLANNING GROUP, INC. | 0.37% | 30.38K | 1.66M | -83 | -0.27% |
| Mar 31, 2026 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 10.02% | 817.84K | 44.57M | 33.1K | +4.22% |
| Mar 31, 2026 | FJ CAPITAL MANAGEMENT LLC | 9.89% | 807.22K | 43.99M | 0 | 0 |
| Mar 31, 2026 | MORGAN STANLEY | 1.04% | 84.6K | 4.61M | 30.55K | +56.52% |
| Mar 31, 2026 | XTX TOPCO LTD | 0.18% | 14.09K | 767.96K | 14.09K | +100.00% |
| Mar 31, 2026 | ACADIAN ASSET MANAGEMENT LLC | 1.53% | 124.59K | 6.79M | 35.8K | +40.33% |
| Mar 31, 2026 | AMERICAN CENTURY COMPANIES INC | 1.83% | 149.42K | 8.14M | 23.85K | +18.99% |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 1.85% | 150.61K | 8.21M | 22.7K | +17.75% |
| Mar 31, 2026 | STATE STREET CORP | 2.06% | 167.96K | 9.15M | 2.98K | +1.80% |
| Mar 31, 2026 | BANC FUNDS CO LLC | 2.1% | 171.66K | 9.36M | 0 | 0 |
| Mar 31, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 180.23K | 9.83M | 1.52K | +0.85% |
| Mar 31, 2026 | BLACKROCK, INC. | 8.73% | 712.41K | 38.83M | -9.42K | -1.31% |
| Mar 31, 2026 | TREXQUANT INVESTMENT LP | 0.27% | 22.26K | 1.21M | 1.48K | +7.11% |
| Mar 31, 2026 | D. E. SHAW & CO., INC. | 0.19% | 15.34K | 836.14K | -8.49K | -35.62% |
| Mar 31, 2026 | QUANTINNO CAPITAL MANAGEMENT LP | 0.19% | 15.62K | 851.02K | 5.54K | +54.99% |
| Mar 31, 2026 | SHEETS SMITH WEALTH MANAGEMENT | 0.24% | 19.2K | 1.05M | 2.88K | +17.66% |
| Mar 31, 2026 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 0.24% | 19.85K | 1.08M | 19.85K | +100.00% |
| Mar 31, 2026 | BANK OF NEW YORK MELLON CORP | 0.25% | 20.23K | 1.1M | -624 | -2.99% |
| Mar 31, 2026 | EMPOWERED FUNDS, LLC | 0.33% | 27.24K | 1.48M | 2.28K | +9.14% |
| Mar 31, 2026 | CAPTRUST FINANCIAL ADVISORS | 0.36% | 28.98K | 1.58M | 754 | +2.67% |
| Mar 31, 2026 | GAMCO INVESTORS, INC. ET AL | 0.36% | 29.4K | 1.6M | 0 | 0 |
| Mar 31, 2026 | ALGERT GLOBAL LLC | 0.42% | 34.01K | 1.85M | 34.01K | +100.00% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 0.43% | 34.71K | 1.89M | 20.67K | +147.32% |
| Mar 31, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0.65% | 53.29K | 2.9M | -60 | -0.11% |
| Mar 31, 2026 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.69% | 56.63K | 3.09M | 2.28K | +4.20% |
| Mar 31, 2026 | FRANKLIN RESOURCES INC | 0.06% | 4.99K | 271.96K | 0 | 0 |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.06% | 5.17K | 281.51K | -5.86K | -53.15% |
| Mar 31, 2026 | ELCO MANAGEMENT CO., LLC | 0.07% | 5.58K | 304.22K | 0 | 0 |
| Mar 31, 2026 | BRENDEL FINANCIAL ADVISORS LLC | 0.07% | 5.6K | 305.26K | 5.6K | +100.00% |
| Mar 31, 2026 | DEUTSCHE BANK AG\ | 0.07% | 5.82K | 317.19K | 2.79K | +92.21% |
| Mar 31, 2026 | PANAGORA ASSET MANAGEMENT INC | 0.07% | 6K | 327.22K | 0 | 0 |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.08% | 6.09K | 332.01K | -10.87K | -64.08% |
| Mar 31, 2026 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.08% | 6.59K | 358.94K | -13.76K | -67.62% |
| Mar 31, 2026 | COLONIAL TRUST ADVISORS | 0.08% | 6.61K | 360.25K | 1.82K | +38.11% |
| Mar 31, 2026 | WAGNER WEALTH MANAGEMENT, LLC | 0.09% | 7.28K | 396.98K | -480 | -6.18% |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.09% | 7.42K | 404.55K | 2.13K | +40.14% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.09% | 7.48K | 407K | 7.48K | +100.00% |
| Mar 31, 2026 | COLTON GROOME FINANCIAL ADVISORS, LLC | 0.1% | 7.68K | 418.29K | 0 | 0 |
| Mar 31, 2026 | SEACREST WEALTH MANAGEMENT, LLC | 0.1% | 7.99K | 435.35K | -50 | -0.62% |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.1% | 8.15K | 444.18K | -85 | -1.03% |
| Mar 31, 2026 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.12% | 9.45K | 556.31K | 159 | +1.71% |
| Mar 31, 2026 | RHUMBLINE ADVISERS | 0.12% | 9.9K | 539.33K | -245 | -2.42% |
| Mar 31, 2026 | INVESCO LTD. | 0.13% | 10.31K | 561.68K | -751 | -6.79% |
| Mar 31, 2026 | STRS OHIO | 0.13% | 10.7K | 583.15K | 0 | 0 |
| Mar 31, 2026 | GODSEY & GIBB, INC | 0.14% | 11.06K | 602.77K | -600 | -5.15% |
| Mar 31, 2026 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.15% | 11.82K | 644.14K | 5.26K | +80.28% |
| Mar 31, 2026 | LEGATO CAPITAL MANAGEMENT LLC | 0.15% | 11.84K | 645.01K | 11.84K | +100.00% |
| Mar 31, 2026 | DE LISLE PARTNERS LLP | 0.16% | 12.59K | 686.16K | 0 | 0 |
| Mar 31, 2026 | NUVEEN, LLC | 0.17% | 13.79K | 751.28K | -850 | -5.81% |
| Mar 31, 2026 | BARCLAYS PLC | 0.24% | 19.35K | 1.05M | -10.45K | -35.08% |
| Mar 31, 2026 | ASSENAGON ASSET MANAGEMENT S.A. | 0.3% | 24.5K | 1.33M | 11.55K | +89.15% |
| Mar 31, 2026 | MARSHALL WACE, LLP | 0.3% | 24.6K | 1.34M | -25.85K | -51.24% |
| Mar 31, 2026 | RHINO INVESTMENT PARTNERS, INC | 2.57% | 210.12K | 11.45M | 0 | 0 |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 3.37% | 271.24K | 14.78M | 3.5K | +1.31% |
| Mar 31, 2026 | ENDEAVOUR CAPITAL ADVISORS INC | 7.44% | 607.41K | 33.1M | 21.39K | +3.65% |
| Mar 31, 2026 | DIMENSIONAL FUND ADVISORS LP | 4.66% | 380.37K | 20.73M | 2.66K | +0.70% |
| Mar 31, 2026 | VANGUARD CAPITAL MANAGEMENT LLC | 4.22% | 344.89K | 18.8M | 344.89K | +100.00% |
| Mar 31, 2026 | 0.21% | 16.8K | 915.6K | -700 | -4.00% | |
| Mar 31, 2026 | STATE OF WISCONSIN INVESTMENT BOARD | 0.21% | 16.86K | 919.03K | 1.5K | +9.78% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.22% | 18.2K | 991.95K | 7.99K | +78.16% |
| Mar 31, 2026 | EAM INVESTORS, LLC | 0.26% | 21.48K | 1.17M | 0 | 0 |
| Mar 31, 2026 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | 22.08K | 1.2M | -269 | -1.20% |
| Mar 31, 2026 | AQR CAPITAL MANAGEMENT LLC | 0.33% | 26.68K | 1.45M | 3.65K | +15.84% |
| Mar 31, 2026 | MALTESE CAPITAL MANAGEMENT LLC | 0.43% | 35.03K | 1.91M | 6.38K | +22.28% |
| Mar 31, 2026 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.46% | 37.47K | 2.04M | 13.79K | +58.22% |
| Mar 31, 2026 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.46% | 37.8K | 2.06M | 37.8K | +100.00% |
| Mar 31, 2026 | ALLIANCEBERNSTEIN L.P. | 0.51% | 41.56K | 2.14M | -115.81K | -73.59% |
| Mar 31, 2026 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.55% | 44.53K | 2.43M | 11.07K | +33.07% |
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.63% | 51.09K | 2.78M | 51.09K | +100.00% |
| Mar 31, 2026 | ZACKS INVESTMENT MANAGEMENT | 0.75% | 61.5K | 3.35M | 4.51K | +7.92% |
| Mar 31, 2026 | GABELLI FUNDS LLC | 0.77% | 62.53K | 3.41M | 1.96K | +3.23% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.81% | 65.9K | 3.59M | -12.08K | -15.49% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.87% | 71.09K | 3.87M | 4.31K | +6.46% |
| Mar 31, 2026 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.41% | 115.13K | 6.27M | 115.13K | +100.00% |
| Dec 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.68% | 54.35K | 2.8M | 2.36K | +4.54% |
| Dec 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.29% | 23.68K | 1.22M | 13.32K | +128.47% |
| Dec 31, 2025 | D. E. SHAW & CO., INC. | 0.3% | 23.83K | 1.23M | 14.39K | +152.51% |
| Dec 31, 2025 | MALTESE CAPITAL MANAGEMENT LLC | 0.36% | 28.64K | 1.48M | 3.14K | +12.33% |
| Dec 31, 2025 | ZACKS INVESTMENT MANAGEMENT | 0.71% | 56.99K | 2.94M | 9.38K | +19.70% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.83% | 66.77K | 3.44M | -5.44K | -7.54% |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.96% | 157.38K | 8.11M | 0 | 0 |
| Dec 31, 2025 | RHINO INVESTMENT PARTNERS, INC | 2.61% | 210.12K | 10.83M | 0 | 0 |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 3.33% | 267.74K | 13.79M | -3.93K | -1.45% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 1.56% | 125.57K | 6.47M | 19.36K | +18.23% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.59% | 127.91K | 6.59M | 10.9K | +9.32% |
| Dec 31, 2025 | ASSENAGON ASSET MANAGEMENT S.A. | 0.16% | 12.95K | 667.18K | -1.57K | -10.80% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.97% | 77.98K | 4.02M | 7.88K | +11.24% |
| Dec 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 1.1% | 88.78K | 4.57M | 8.14K | +10.09% |
| Dec 31, 2025 | FOURTHSTONE LLC | 1.53% | 123.24K | 6.35M | -35.51K | -22.37% |
| Dec 31, 2025 | STATE STREET CORP | 2.05% | 164.99K | 8.5M | 4.3K | +2.68% |
| Dec 31, 2025 | GODSEY & GIBB, INC | 0.14% | 11.66K | 600.72K | 0 | 0 |
| Dec 31, 2025 | ELCO MANAGEMENT CO., LLC | 0.07% | 5.58K | 287.59K | 0 | 0 |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.07% | 5.88K | 302.73K | -1.88K | -24.28% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.22% | 178.71K | 9.21M | -894 | -0.50% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.7% | 377.71K | 19.46M | 2.33K | +0.62% |
| Dec 31, 2025 | VANGUARD GROUP INC | 5.43% | 437.01K | 22.51M | 5.2K | +1.20% |
| Dec 31, 2025 | ENDEAVOUR CAPITAL ADVISORS INC | 7.28% | 586.01K | 30.19M | 0 | 0 |
| Dec 31, 2025 | BLACKROCK, INC. | 8.97% | 721.83K | 37.19M | -5.38K | -0.74% |
| Dec 31, 2025 | FJ CAPITAL MANAGEMENT LLC | 10.03% | 807.22K | 41.59M | 0 | 0 |
| Dec 31, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.2% | 16.32K | 840.86K | 0 | 0 |
| Dec 31, 2025 | COLTON GROOME FINANCIAL ADVISORS, LLC | 0.1% | 7.68K | 395.42K | 0 | 0 |
| Dec 31, 2025 | TREXQUANT INVESTMENT LP | 0.26% | 20.78K | 1.07M | 12.22K | +142.63% |
| Dec 31, 2025 | WAGNER WEALTH MANAGEMENT, LLC | 0.1% | 7.76K | 400K | 0 | 0 |
| Dec 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.1% | 8.04K | 419.66K | -1.3K | -13.88% |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.1% | 8.24K | 424.27K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.11% | 9.16K | 472K | -226 | -2.41% |
| Dec 31, 2025 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.12% | 9.29K | 517.68K | -750 | -7.47% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.13% | 10.14K | 522.46M | -1.63K | -13.83% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.13% | 10.22K | 526.33M | 2.02K | +24.69% |
| Dec 31, 2025 | STRS OHIO | 0.13% | 10.7K | 551.26K | -2.1K | -16.41% |
| Dec 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.75% | 784.74K | 40.43M | -21.59K | -2.68% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.14% | 11.03K | 567.99K | 1.86K | +20.27% |
| Dec 31, 2025 | SENTINEL TRUST CO LBA | 0.09% | 7.1K | 366K | 0 | 0 |
| Dec 31, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.08% | 6.56K | 337.77K | 580 | +9.71% |
| Dec 31, 2025 | PANAGORA ASSET MANAGEMENT INC | 0.07% | 6K | 309.33K | -78 | -1.28% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.07% | 5.9K | 310.52K | -10.86K | -64.79% |
| Dec 31, 2025 | 0.22% | 17.5K | 901.6K | -500 | -2.78% | |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.21% | 16.96K | 873.88K | 1.4K | +8.97% |
| Dec 31, 2025 | DE LISLE PARTNERS LLP | 0.16% | 12.59K | 649.23K | 0 | 0 |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.14% | 11.19K | 576.3K | -3.74K | -25.08% |
| Dec 31, 2025 | GABELLI FUNDS LLC | 0.75% | 60.58K | 3.12M | 17.23K | +39.74% |
| Dec 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.66% | 53.35K | 2.75M | -6.41K | -10.72% |
| Dec 31, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.19% | 15.36K | 791.4K | 3.46K | +29.08% |
| Dec 31, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.25% | 20.34K | 893.78K | 5.24K | +34.66% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.26% | 20.85K | 1.07M | -1.86K | -8.20% |
| Dec 31, 2025 | EAM INVESTORS, LLC | 0.27% | 21.48K | 1.11M | 21.48K | +100.00% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.28% | 22.34K | 1.15M | -230 | -1.02% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.29% | 23.03K | 1.19M | 2.72K | +13.38% |
| Dec 31, 2025 | EMPOWERED FUNDS, LLC | 0.31% | 24.96K | 1.29M | 2.36K | +10.43% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.35% | 28.23K | 1.45M | -1.35K | -4.56% |
| Dec 31, 2025 | BANC FUNDS CO LLC | 2.13% | 171.66K | 8.84M | -34.22K | -16.62% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.17% | 14.03K | 722.98K | 14.03K | +100.00% |
| Dec 31, 2025 | NUVEEN, LLC | 0.18% | 14.64K | 754K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.19% | 15.2K | 783.16K | 3.13K | +25.94% |
| Dec 31, 2025 | SQUAREPOINT OPS LLC | 0.2% | 16.13K | 831.07K | 4.28K | +36.13% |
| Dec 31, 2025 | GAMCO INVESTORS, INC. ET AL | 0.37% | 29.4K | 1.51M | 3.9K | +15.29% |
| Dec 31, 2025 | BARCLAYS PLC | 0.37% | 29.8K | 1.54M | 1.15K | +4.02% |
| Dec 31, 2025 | ABACUS PLANNING GROUP, INC. | 0.38% | 30.46K | 1.57M | -665 | -2.14% |
| Dec 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.42% | 33.46K | 1.72M | 16.33K | +95.36% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.44% | 35.74K | 1.84M | 24.29K | +212.08% |
| Dec 31, 2025 | KOSS-OLINGER CONSULTING, LLC | 0.53% | 42.4K | 2.18M | 0 | 0 |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.63% | 50.45K | 2.6M | 34.47K | +215.61% |
| Dec 31, 2025 | MORGAN STANLEY | 0.67% | 54.05K | 2.78M | 4.74K | +9.62% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0.04% | 3.11K | 136.99K | 0 | 0 |
| Sep 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.29K | 189.45K | 0 | 0 |
| Sep 30, 2025 | COLONIAL TRUST ADVISORS | 0.06% | 4.85K | 213.89K | 0 | 0 |
| Sep 30, 2025 | JUMP FINANCIAL, LLC | 0.07% | 5.5K | 242.57K | 5.5K | +100.00% |
| Sep 30, 2025 | 0.22% | 18K | 794.16K | 18K | +100.00% | |
| Sep 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.93% | 806.33K | 35.58M | -2.11K | -0.26% |
| Sep 30, 2025 | BLACKROCK, INC. | 8.96% | 727.22K | 32.08M | -9.42K | -1.28% |
| Sep 30, 2025 | FJ CAPITAL MANAGEMENT LLC | 9.94% | 807.22K | 35.61M | 0 | 0 |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.25% | 20.32K | 896.3K | 10.84K | +114.34% |
| Sep 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.21% | 17.13K | 755.69K | 17.13K | +100.00% |
| Sep 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.2% | 16.32K | 720.08K | 224 | +1.39% |
| Sep 30, 2025 | NUVEEN, LLC | 0.18% | 14.64K | 645.7K | 0 | 0 |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.18% | 14.22K | 627.52K | 8.34K | +141.81% |
| Sep 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.15% | 11.9K | 525.03K | 2.6K | +27.96% |
| Sep 30, 2025 | ELCO MANAGEMENT CO., LLC | 0.07% | 5.58K | 246.28K | -1.37K | -19.67% |
| Sep 30, 2025 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.07% | 5.98K | 263.66M | 5.98K | +100.00% |
| Sep 30, 2025 | PANAGORA ASSET MANAGEMENT INC | 0.07% | 6.08K | 268.34K | 0 | 0 |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.08% | 6.62K | 291.9K | 6.62K | +100.00% |
| Sep 30, 2025 | SENTINEL TRUST CO LBA | 0.09% | 7.1K | 313K | 7.1K | +100.00% |
| Sep 30, 2025 | HILLSDALE INVESTMENT MANAGEMENT INC. | 0.09% | 7.17K | 316.34K | 7.17K | +100.00% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.44% | 117.01K | 5.16M | 20.6K | +21.37% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 1.94% | 157.38K | 6.94M | 0 | 0 |
| Sep 30, 2025 | STRS OHIO | 0.16% | 12.8K | 564.74K | -1.1K | -7.91% |
| Sep 30, 2025 | INVESCO LTD. | 0.17% | 13.79K | 608.55K | 1.37K | +11.01% |
| Sep 30, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.19% | 15.11K | 666.48K | 15.11K | +100.00% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.19% | 15.57K | 686.77K | 6.11K | +64.58% |
| Sep 30, 2025 | BANC FUNDS CO LLC | 2.54% | 205.87K | 9.08M | -80.83K | -28.19% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 179.61K | 7.93M | -977 | -0.54% |
| Sep 30, 2025 | COLTON GROOME FINANCIAL ADVISORS, LLC | 0.09% | 7.68K | 338.62K | 0 | 0 |
| Sep 30, 2025 | STATE STREET CORP | 1.98% | 160.68K | 7.09M | 774 | +0.48% |
| Sep 30, 2025 | RHINO INVESTMENT PARTNERS, INC | 2.59% | 210.12K | 9.27M | 0 | 0 |
| Sep 30, 2025 | KOSS-OLINGER CONSULTING, LLC | 0.52% | 42.4K | 1.61M | 0 | 0 |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.1% | 7.76K | 342.37K | 1.62K | +26.45% |
| Sep 30, 2025 | WAGNER WEALTH MANAGEMENT, LLC | 0.1% | 7.76K | 342.55K | -980 | -11.21% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.11% | 9.17K | 404.43K | 922 | +11.18% |
| Sep 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.12% | 9.33K | 403.04K | -9.74K | -51.06% |
| Sep 30, 2025 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.12% | 10.04K | 441.13K | -243 | -2.36% |
| Sep 30, 2025 | SQUAREPOINT OPS LLC | 0.15% | 11.85K | 522.82K | 2.39K | +25.30% |
| Sep 30, 2025 | ENDEAVOUR CAPITAL ADVISORS INC | 7.22% | 586.01K | 25.85M | -3K | -0.51% |
| Sep 30, 2025 | DE LISLE PARTNERS LLP | 0.16% | 12.59K | 555.95K | 0 | 0 |
| Sep 30, 2025 | MALTESE CAPITAL MANAGEMENT LLC | 0.31% | 25.5K | 1.13M | 25.5K | +100.00% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0.2% | 15.99K | 705.26K | 15.99K | +100.00% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.21% | 16.75K | 729.8K | 386 | +2.36% |
| Sep 30, 2025 | UBS GROUP AG | 0.15% | 12.07K | 532.53K | 5.22K | +76.20% |
| Sep 30, 2025 | EMPOWERED FUNDS, LLC | 0.28% | 22.6K | 997.16K | 2.43K | +12.04% |
| Sep 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.31% | 25.5K | 1.13M | 0 | 0 |
| Sep 30, 2025 | FOURTHSTONE LLC | 1.96% | 158.75K | 7M | 29.58K | +22.90% |
| Sep 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.36% | 29.58K | 1.3M | -1.61K | -5.17% |
| Sep 30, 2025 | GABELLI FUNDS LLC | 0.53% | 43.35K | 1.91M | 1.5K | +3.58% |
| Sep 30, 2025 | ZACKS INVESTMENT MANAGEMENT | 0.59% | 47.61K | 2.1M | 2.55K | +5.66% |
| Sep 30, 2025 | MORGAN STANLEY | 0.61% | 49.31K | 2.18M | -6.75K | -12.04% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.74% | 59.76K | 2.64M | 9.04K | +17.82% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 1.31% | 106.21K | 4.69M | 7.64K | +7.75% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.28% | 22.57K | 995.97K | 0 | 0 |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.86% | 70.1K | 3.09M | 11.79K | +20.21% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.89% | 72.22K | 3.19M | -2.35K | -3.15% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.03% | 2.19K | 96.4K | 805 | +58.33% |
| Sep 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.03% | 2.23K | 98.48K | 0 | 0 |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.76K | 121.9K | 0 | 0 |
| Sep 30, 2025 | VANGUARD GROUP INC | 5.32% | 431.81K | 19.05M | 10.74K | +2.55% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.62% | 375.38K | 16.56M | 5.32K | +1.44% |
| Sep 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.64% | 51.99K | 2.29M | -64 | -0.12% |
| Sep 30, 2025 | ABACUS PLANNING GROUP, INC. | 0.38% | 31.12K | 1.37M | 0 | 0 |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 3.35% | 271.67K | 11.99M | -8.14K | -2.91% |
| Sep 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.99% | 80.65K | 3.56M | 28.63K | +55.05% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.18% | 14.93K | 658.71K | 4.67K | +45.56% |
| Sep 30, 2025 | ASSENAGON ASSET MANAGEMENT S.A. | 0.18% | 14.52K | 640.53K | -16.47K | -53.14% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.18% | 14.52K | 640.45K | 14.52K | +100.00% |
| Sep 30, 2025 | BARCLAYS PLC | 0.35% | 28.65K | 1.26M | -2.45K | -7.87% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.28% | 22.72K | 1M | 627 | +2.84% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.15% | 11.77K | 519.24K | -316 | -2.61% |
| Sep 30, 2025 | GODSEY & GIBB, INC | 0.14% | 11.66K | 514.44K | 0 | 0 |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 10.36K | 457.26K | 10.36K | +100.00% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.12% | 9.48K | 360.45M | 9.48K | +100.00% |
| Jun 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.96% | 808.44K | 30.75M | 5.47K | +0.68% |
| Jun 30, 2025 | ABACUS PLANNING GROUP, INC. | 0.38% | 31.12K | 1.18M | 0 | 0 |
| Jun 30, 2025 | EMPOWERED FUNDS, LLC | 0.25% | 20.17K | 767.18K | 1.54K | +8.24% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 112 | 4.26K | -101 | -47.42% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 86 | 3.27K | 12 | +16.22% |
| Jun 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0% | 12 | 457 | 12 | +100.00% |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 2 | 77 | -11 | -84.62% |
| Jun 30, 2025 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0% | 0 | - | -1.19K | -100.00% |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 0 | - | -71 | -100.00% |
| Jun 30, 2025 | KOSS-OLINGER CONSULTING, LLC | 0.52% | 42.4K | 1.61M | 0 | 0 |
| Jun 30, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 0.44% | 35.98K | 1.37M | 1.87K | +5.49% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.4% | 32.72K | 1.24M | -2.19K | -6.28% |
| Jun 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.38% | 31.19K | 1.19M | 67 | +0.22% |
| Jun 30, 2025 | ASSENAGON ASSET MANAGEMENT S.A. | 0.38% | 30.98K | 1.18M | -12.32K | -28.45% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.28% | 22.57K | 858.49K | 898 | +4.14% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.27% | 22.09K | 840.12K | 1.03K | +4.87% |
| Jun 30, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.23% | 19.07K | 725.27K | -38.6K | -66.93% |
| Jun 30, 2025 | TETON ADVISORS, INC. | 0.22% | 18K | 684.54K | -3K | -14.29% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.2% | 16.37K | 653.9K | 16.37K | +100.00% |
| Jun 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.2% | 16.1K | 612.17K | 292 | +1.85% |
| Jun 30, 2025 | 0.18% | 14.64K | 556.57K | -4.08K | -21.80% | |
| Jun 30, 2025 | STRS OHIO | 0.17% | 13.9K | 528.62K | 300 | +2.21% |
| Jun 30, 2025 | DE LISLE PARTNERS LLP | 0.16% | 12.59K | 479.71K | 0 | 0 |
| Jun 30, 2025 | INVESCO LTD. | 0.15% | 12.43K | 472.52K | -2.49K | -16.71% |
| Jun 30, 2025 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.13% | 10.29K | 408.81K | 0 | 0 |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.13% | 10.26K | 390.07K | -2.2K | -17.65% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 10.19K | 387.53K | -3.15K | -23.58% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.12% | 9.46K | 359.69K | 268 | +2.92% |
| Jun 30, 2025 | GABELLI FUNDS LLC | 0.52% | 41.85K | 1.59M | 5.2K | +14.19% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.15% | 12.09K | 459.58K | 51 | +0.42% |
| Jun 30, 2025 | SQUAREPOINT OPS LLC | 0.12% | 9.46K | 359.65K | 9.46K | +100.00% |
| Jun 30, 2025 | FJ CAPITAL MANAGEMENT LLC | 9.94% | 807.22K | 30.7M | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.69% | 56.06K | 2.13B | 3.03K | +5.72% |
| Jun 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.64% | 52.01K | 1.98M | 0 | 0 |
| Jun 30, 2025 | ZACKS INVESTMENT MANAGEMENT | 0.56% | 45.06K | 1.71M | 45.06K | +100.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 35 | 1.33K | 35 | +100.00% |
| Jun 30, 2025 | BLACKROCK, INC. | 9.07% | 736.64K | 28.01M | -22.54K | -2.97% |
| Jun 30, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 438 | 16.66K | 0 | 0 |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 207 | 7.87K | 74 | +55.64% |
| Jun 30, 2025 | SMARTLEAF ASSET MANAGEMENT LLC | 0% | 62 | 2.36K | 51 | +463.64% |
| Jun 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.31% | 25.5K | 969.77K | 0 | 0 |
| Jun 30, 2025 | GODSEY & GIBB, INC | 0.14% | 11.66K | 443.43K | 0 | 0 |
| Jun 30, 2025 | WAGNER WEALTH MANAGEMENT, LLC | 0.11% | 8.74K | 332.53K | 438 | +5.27% |
| Jun 30, 2025 | ENDEAVOUR CAPITAL ADVISORS INC | 7.25% | 589.02K | 22.4M | 0 | 0 |
| Jun 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.11% | 9.3K | 353.68K | 1.2K | +14.81% |
| Jun 30, 2025 | LONG FOCUS CAPITAL MANAGEMENT, LLC | 0.1% | 7.96K | 302.87K | 0 | 0 |
| Jun 30, 2025 | D. E. SHAW & CO., INC. | 0.09% | 7.7K | 292.64M | -687 | -8.20% |
| Jun 30, 2025 | COLTON GROOME FINANCIAL ADVISORS, LLC | 0.09% | 7.68K | 291.88K | 0 | 0 |
| Jun 30, 2025 | ELCO MANAGEMENT CO., LLC | 0.09% | 6.95K | 264.27K | 0 | 0 |
| Jun 30, 2025 | TREXQUANT INVESTMENT LP | 0.08% | 6.13K | 233.12K | -9.09K | -59.72% |
| Jun 30, 2025 | COLONIAL TRUST ADVISORS | 0.06% | 4.85K | 184.37K | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.02% | 1.96K | 74.62K | 1.96K | +100.00% |
| Jun 30, 2025 | FMR LLC | 0.02% | 1.46K | 55.64M | -7 | -0.48% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 1.38K | 52.48M | 308 | +28.73% |
| Jun 30, 2025 | COLONIAL TRUST CO / SC | 0.01% | 1.21K | 45.83K | 0 | 0 |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 559 | 21.26M | 0 | 0 |
| Jun 30, 2025 | CULLEN/FROST BANKERS, INC. | 0.01% | 469 | 17.84K | 469 | +100.00% |
| Jun 30, 2025 | BROWN BROTHERS HARRIMAN & CO | 0% | 397 | 15.1K | -211 | -34.70% |
| Jun 30, 2025 | ORG PARTNERS LLC | 0% | 268 | 10.48K | 0 | 0 |
| Jun 30, 2025 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 262 | 9.96K | -32 | -10.88% |
| Jun 30, 2025 | ANCHOR INVESTMENT MANAGEMENT, LLC | 0% | 218 | 8.29K | 0 | 0 |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.56% | 370.07K | 14.07M | 9.17K | +2.54% |
| Jun 30, 2025 | BANC FUNDS CO LLC | 3.53% | 286.7K | 10.9M | -13.22K | -4.41% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 3.45% | 279.81K | 10.64M | -110 | -0.04% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.1% | 8.25K | 313.55K | 612 | +8.02% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.1% | 8.24K | 313.18K | -300 | -3.51% |
| Jun 30, 2025 | VANGUARD GROUP INC | 5.19% | 421.07K | 16.01M | 312 | +0.07% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 1.94% | 157.38K | 5.99B | 18.05K | +12.95% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.72% | 58.31K | 2.22B | -8.29K | -12.45% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.28% | 22.8K | 866.89M | 14.87K | +187.60% |
| Jun 30, 2025 | RHINO INVESTMENT PARTNERS, INC | 2.59% | 210.12K | 7.99M | 0 | 0 |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.22% | 180.59K | 6.87M | 3.83K | +2.16% |
| Jun 30, 2025 | STATE STREET CORP | 1.97% | 159.91K | 6.08M | -1.45K | -0.90% |
| Jun 30, 2025 | FOURTHSTONE LLC | 1.59% | 129.17K | 4.91M | 62.99K | +95.18% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 1.21% | 98.57K | 3.75M | -2.89K | -2.85% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.19% | 96.41K | 3.67M | -2.9K | -2.92% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.92% | 74.57K | 2.84M | -3.98K | -5.06% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.64% | 52.06K | 1.98M | 3.38K | +6.95% |
| Jun 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.62% | 50.72K | 1.93M | -8.07K | -13.73% |
| Jun 30, 2025 | BARCLAYS PLC | 0.38% | 31.1K | 1.18M | 5.32K | +20.63% |
| Jun 30, 2025 | NUVEEN, LLC | 0.18% | 14.64K | 556.57K | -4.08K | -21.80% |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.6% | 48.68K | 1.6M | -4.77K | -8.92% |
| Mar 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.64% | 52.01K | 1.71M | -1.19K | -2.24% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.23% | 99.31K | 3.27M | -4.3K | -4.15% |
| Mar 31, 2025 | STATE STREET CORP | 2% | 161.36K | 5.31M | -2.33K | -1.42% |
| Mar 31, 2025 | FJ CAPITAL MANAGEMENT LLC | 9.99% | 807.22K | 26.57M | 0 | 0 |
| Mar 31, 2025 | STRS OHIO | 0.17% | 13.6K | 447.71K | 0 | 0 |
| Mar 31, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.2% | 15.81K | 520.3K | 614 | +4.04% |
| Mar 31, 2025 | EMPOWERED FUNDS, LLC | 0.23% | 18.64K | 613.53K | 3.53K | +23.38% |
| Mar 31, 2025 | DE LISLE PARTNERS LLP | 0.16% | 12.59K | 415.64K | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.16% | 12.95K | 426.41K | -13.82K | -51.61% |
| Mar 31, 2025 | TETON ADVISORS, INC. | 0.26% | 21K | 691.32K | -1K | -4.55% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.26% | 21.07K | 693.49K | -473 | -2.20% |
| Mar 31, 2025 | RHINO INVESTMENT PARTNERS, INC | 2.6% | 210.12K | 6.92M | -20.1K | -8.73% |
| Mar 31, 2025 | ENDEAVOUR CAPITAL ADVISORS INC | 7.29% | 589.02K | 19.39M | 8.61K | +1.48% |
| Mar 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.94% | 802.97K | 26.43M | 5.93K | +0.74% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.11% | 9.19K | 302.54K | 9.19K | +100.00% |
| Mar 31, 2025 | 0.23% | 18.71K | 616.07K | 18.71K | +100.00% | |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.97% | 78.54K | 2.59M | -739 | -0.93% |
| Mar 31, 2025 | BANC FUNDS CO LLC | 3.71% | 299.92K | 9.87M | -19.12K | -5.99% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.47% | 360.9K | 11.88M | 10.03K | +2.86% |
| Mar 31, 2025 | VANGUARD GROUP INC | 5.21% | 420.76K | 13.85M | -539 | -0.13% |
| Mar 31, 2025 | BLACKROCK, INC. | 9.4% | 759.18K | 24.99M | -11.38K | -1.48% |
| Mar 31, 2025 | FOURTHSTONE LLC | 0.82% | 66.18K | 2.18M | 66.18K | +100.00% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.82% | 66.6K | 2.19M | 3.07K | +4.84% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.11% | 9.16K | 301.68K | 50 | +0.55% |
| Mar 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.39% | 31.12K | 1.02M | 672 | +2.21% |
| Mar 31, 2025 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.13% | 10.29K | 316.53K | 631 | +6.53% |
| Mar 31, 2025 | GAMCO INVESTORS, INC. ET AL | 0.32% | 25.5K | 839.46K | 1K | +4.08% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.19% | 176.76K | 5.82M | 5.37K | +3.13% |
| Mar 31, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 0.42% | 34.11K | 1.12M | -31.33K | -47.88% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.11% | 9.2K | 302.86K | 9.2K | +100.00% |
| Mar 31, 2025 | INVESCO LTD. | 0.18% | 14.92K | 491.1K | -2.66K | -15.15% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.43% | 34.91K | 1.15M | 890 | +2.62% |
| Mar 31, 2025 | MORGAN STANLEY | 0.66% | 53.03K | 1.75M | -1.53K | -2.80% |
| Mar 31, 2025 | SEACREST WEALTH MANAGEMENT, LLC | 0.71% | 57.67K | 1.9M | -1.14K | -1.93% |
| Mar 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.73% | 58.79K | 1.94M | -4.77K | -7.50% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 1.26% | 101.46K | 3.34M | 3.9K | +4.00% |
| Mar 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.72% | 139.33K | 4.59M | 9.82K | +7.58% |
| Mar 31, 2025 | GODSEY & GIBB, INC | 0.14% | 11.66K | 383.85K | -600 | -4.89% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.15% | 12.03K | 396.15K | -472 | -3.77% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.15% | 12.46K | 410.02K | 0 | 0 |
| Mar 31, 2025 | GABELLI FUNDS LLC | 0.45% | 36.65K | 1.21M | 3.61K | +10.92% |
| Mar 31, 2025 | KOSS-OLINGER CONSULTING, LLC | 0.52% | 42.4K | 1.4M | 0 | 0 |
| Mar 31, 2025 | ASSENAGON ASSET MANAGEMENT S.A. | 0.54% | 43.31K | 1.43M | -1.34K | -2.99% |
| Mar 31, 2025 | TREXQUANT INVESTMENT LP | 0.19% | 15.22K | 501.04K | 4.68K | +44.40% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 3.47% | 279.92K | 9.22M | 1.37K | +0.49% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | 21.68K | 713.57K | 106 | +0.49% |
| Mar 31, 2025 | BARCLAYS PLC | 0.32% | 25.78K | 849K | 465 | +1.84% |
| Mar 31, 2025 | ABACUS PLANNING GROUP, INC. | 0.39% | 31.12K | 1.02M | 0 | 0 |
| Mar 31, 2024 | ABACUS PLANNING GROUP, INC. | 0.4% | 31.83K | 1.01M | -28 | -0.09% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.42% | 33.56K | 1.07M | -2.11K | -5.92% |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.5% | 39.9K | 1.27M | 875 | +2.24% |
| Mar 31, 2024 | ACADIAN ASSET MANAGEMENT LLC | 0.68% | 54.46K | 1.73M | 14.55K | +36.44% |
| Mar 31, 2024 | MORGAN STANLEY | 0.73% | 58.61K | 1.86M | -1.7K | -2.82% |
| Mar 31, 2024 | CAPTRUST FINANCIAL ADVISORS | 0.91% | 72.94K | 2.32M | -1.87K | -2.49% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 1.03% | 82.64K | 2.62M | 14.63K | +21.50% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 3.39% | 272.63K | 8.66M | 17.04K | +6.67% |
| Mar 31, 2024 | SHEETS SMITH WEALTH MANAGEMENT | 0.18% | 14.7K | 466.9K | 0 | 0 |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 3.89% | 312.86K | 9.94M | 25.08K | +8.71% |
| Mar 31, 2024 | BANC FUNDS CO LLC | 4.96% | 399.21K | 12.68M | -19.36K | -4.63% |
| Mar 31, 2024 | VANGUARD GROUP INC | 5.14% | 413.26K | 13.13M | 16.01K | +4.03% |
| Mar 31, 2024 | BLACKROCK INC. | 9.44% | 759.98K | 24.14M | -34.28K | -4.32% |
| Mar 31, 2024 | SOUTHSTATE CORP | 0.01% | 804 | 25.54K | 0 | 0 |
| Mar 31, 2024 | FMR LLC | 0.02% | 1.2K | 38.24K | 69 | +6.08% |
| Mar 31, 2024 | CITIGROUP INC | 0.02% | 1.44K | 45.73K | 349 | +31.99% |
| Mar 31, 2024 | SIGNATUREFD, LLC | 0.02% | 1.9K | 60.47K | 0 | 0 |
| Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.76K | 88K | 0 | 0 |
| Mar 31, 2024 | FINTRUST CAPITAL ADVISORS, LLC | 0.03% | 2.78K | 88.29K | 0 | 0 |
| Mar 31, 2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 3.76K | 119.42K | 0 | 0 |
| Mar 31, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | 0.05% | 3.78K | 120.12K | -33 | -0.87% |
| Mar 31, 2024 | BNP PARIBAS ARBITRAGE, SNC | 0.05% | 3.92K | 124.53K | 1.9K | +93.53% |
| Mar 31, 2024 | COLONIAL TRUST ADVISORS | 0.06% | 4.57K | 145.24K | 0 | 0 |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.07% | 5.24K | 166.35K | 674 | +14.77% |
| Mar 31, 2024 | TREXQUANT INVESTMENT LP | 0.08% | 6.53K | 207.52K | 6.53K | +100.00% |
| Mar 31, 2024 | ELCO MANAGEMENT CO., LLC | 0.09% | 7.62K | 241.92K | -82 | -1.07% |
| Mar 31, 2024 | UBS GROUP AG | 0.1% | 7.92K | 251.48K | -904 | -10.25% |
| Mar 31, 2024 | FOSTER VICTOR WEALTH ADVISORS, LLC | 0.1% | 8.37K | 225.29K | 8.37K | +100.00% |
| Mar 31, 2024 | STATE OF WISCONSIN INVESTMENT BOARD | 0.13% | 10.5K | 333.48K | -4.9K | -31.82% |
| Mar 31, 2024 | FJ CAPITAL MANAGEMENT LLC | 10.03% | 807.22K | 25.64M | 16.21K | +2.05% |
| Mar 31, 2024 | ENDEAVOUR CAPITAL ADVISORS INC | 6.51% | 523.47K | 16.63M | 62.59K | +13.58% |
| Mar 31, 2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.39% | 755.66K | 24M | -43.04K | -5.39% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 1% | 80.21K | 2.55M | 1.19K | +1.50% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 1.05% | 84.51K | 2.68M | 4K | +4.97% |
| Mar 31, 2024 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.13% | 90.88K | 2.89M | -4.31K | -4.53% |
| Mar 31, 2024 | WELLINGTON MANAGEMENT GROUP LLP | 1.35% | 108.64K | 3.45M | -42.8K | -28.26% |
| Mar 31, 2024 | ALLIANCEBERNSTEIN L.P. | 1.67% | 134.34K | 4.27M | 280 | +0.21% |
| Mar 31, 2024 | SEACREST WEALTH MANAGEMENT, LLC | 1.73% | 139.31K | 4.42M | 1.73K | +1.26% |
| Mar 31, 2024 | STATE STREET CORP | 1.94% | 156.18K | 4.96M | 6.08K | +4.05% |
| Mar 31, 2024 | DE LISLE PARTNERS LLP | 0.14% | 10.89K | 345.3K | 10.89K | +100.00% |
| Mar 31, 2024 | GSA CAPITAL PARTNERS LLP | 0.14% | 10.96K | 348K | -9.17K | -45.55% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.14% | 11.65K | 370.03K | 265 | +2.33% |
| Mar 31, 2024 | GODSEY & GIBB, INC | 0.15% | 12.26K | 389.38K | -600 | -4.67% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.15% | 12.41K | 393.98K | -475 | -3.69% |
| Mar 31, 2024 | QUADRATURE CAPITAL LTD | 0.15% | 12.43K | 393.66K | 12.43K | +100.00% |
| Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0.16% | 12.86K | 408.43K | 875 | +7.30% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.18% | 14.64K | 465K | 6.73K | +85.00% |
| Mar 31, 2024 | STRS OHIO | 0.19% | 15.6K | 495K | -600 | -3.70% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.2% | 16.38K | 520.29K | 16.38K | +100.00% |
| Mar 31, 2024 | CORNERCAP INVESTMENT COUNSEL INC | 0.21% | 16.65K | 528.65K | 16.65K | +100.00% |
| Mar 31, 2024 | KENNEDY CAPITAL MANAGEMENT LLC | 0.21% | 17.09K | 542.91K | 0 | 0 |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.23% | 18.71K | 594.36K | 0 | 0 |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 20.51K | 651.4K | 0 | 0 |
| Mar 31, 2024 | JACOBS LEVY EQUITY MANAGEMENT, INC | 0.28% | 22.56K | 716.41K | -149 | -0.66% |
| Mar 31, 2024 | GAMCO INVESTORS, INC. ET AL | 0.3% | 24K | 762.24K | 0 | 0 |
| Mar 31, 2024 | ASSENAGON ASSET MANAGEMENT S.A. | 0.34% | 27.48K | 872.61K | -204 | -0.74% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.37% | 29.71K | 943.56K | -618 | -2.04% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.15% | 12.44K | 394.94K | 12.44K | +100.00% |
| Mar 31, 2024 | BARCLAYS PLC | 0.25% | 20.16K | 640K | -6.68K | -24.90% |
| Mar 31, 2024 | GABELLI FUNDS LLC | 0.32% | 25.44K | 808.07K | 16.4K | +181.36% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.42% | 33.66K | 1.07M | -5.79K | -14.68% |
| Mar 31, 2024 | INVESCO LTD. | 0.42% | 33.87K | 1.08M | 20.94K | +162.01% |
| Mar 31, 2024 | TETON ADVISORS, INC. | 0.47% | 37.5K | 1.19M | -500 | -1.32% |
| Mar 31, 2024 | BOOTHBAY FUND MANAGEMENT, LLC | 0.75% | 60K | 1.91M | -30.62K | -33.79% |
| Mar 31, 2024 | RUSSELL INVESTMENTS GROUP, LTD. | 0.77% | 61.8K | 1.96M | 0 | 0 |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 2% | 160.64K | 5.1M | 6.26K | +4.05% |
| Dec 31, 2023 | FJ CAPITAL MANAGEMENT LLC | 9.78% | 791.01K | 29.35M | 0 | 0 |
| Dec 31, 2023 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.88% | 798.7K | 29.63M | -323 | -0.04% |
| Dec 31, 2023 | UBS GROUP AG | 0.11% | 8.82K | 327.3K | 4.31K | +95.31% |
| Dec 31, 2023 | GABELLI FUNDS LLC | 0.11% | 9.04K | 335.5K | 9.04K | +100.00% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.14% | 11.39K | 422.42K | -264 | -2.27% |
| Dec 31, 2023 | EMPOWERED FUNDS, LLC | 0.15% | 11.99K | 444.64M | 960 | +8.71% |
| Dec 31, 2023 | GODSEY & GIBB, INC | 0.16% | 12.86K | 477.11K | -500 | -3.74% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.16% | 12.88K | 486.09K | -900 | -6.53% |
| Dec 31, 2023 | INVESCO LTD. | 0.16% | 12.93K | 479.55K | 859 | +7.12% |
| Dec 31, 2023 | SHEETS SMITH WEALTH MANAGEMENT | 0.18% | 14.7K | 545.41K | -550 | -3.61% |
| Dec 31, 2023 | RHINO INVESTMENT PARTNERS, INC | 0.18% | 14.85K | 550.75K | 14.85K | +100.00% |
| Dec 31, 2023 | STATE OF WISCONSIN INVESTMENT BOARD | 0.19% | 15.4K | 571.34K | -2K | -11.49% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.19% | 15.68K | 581.73K | 2.85K | +22.18% |
| Dec 31, 2023 | STRS OHIO | 0.2% | 16.2K | 601K | -2.9K | -15.18% |
| Dec 31, 2023 | KENNEDY CAPITAL MANAGEMENT LLC | 0.21% | 17.09K | 634.19K | 17.09K | +100.00% |
| Dec 31, 2023 | LONG FOCUS CAPITAL MANAGEMENT, LLC | 0.21% | 17.33K | 642.94K | -783 | -4.32% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.23% | 18.71K | 694.29K | 5.04K | +36.85% |
| Dec 31, 2023 | GSA CAPITAL PARTNERS LLP | 0.25% | 20.12K | 746K | 817 | +4.23% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 20.51K | 760.92K | 0 | 0 |
| Dec 31, 2023 | JACOBS LEVY EQUITY MANAGEMENT, INC | 0.28% | 22.71K | 842.39K | -4.4K | -16.22% |
| Dec 31, 2023 | GAMCO INVESTORS, INC. ET AL | 0.3% | 24K | 890.4K | -100 | -0.41% |
| Dec 31, 2023 | BARCLAYS PLC | 0.33% | 26.85K | 997K | 7.71K | +40.27% |
| Dec 31, 2023 | ASSENAGON ASSET MANAGEMENT S.A. | 0.34% | 27.68K | 1.03M | -4.8K | -14.78% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.38% | 30.33K | 1.13M | -5.63K | -15.65% |
| Dec 31, 2023 | ABACUS PLANNING GROUP, INC. | 0.39% | 31.85K | 1.18M | -1.03K | -3.12% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.44% | 35.67K | 1.32M | 10.13K | +39.66% |
| Dec 31, 2023 | TETON ADVISORS, INC. | 0.47% | 38K | 1.41M | -3K | -7.32% |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.48% | 39.02K | 1.45M | 960 | +2.52% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.49% | 39.45K | 1.46M | -11.42K | -22.45% |
| Dec 31, 2023 | ACADIAN ASSET MANAGEMENT LLC | 0.49% | 39.91K | 1.48M | 0 | 0 |
| Dec 31, 2023 | PUTNAM INVESTMENTS LLC | 0.59% | 47.6K | 1.77M | -800 | -1.65% |
| Dec 31, 2023 | MORGAN STANLEY | 0.75% | 60.31K | 2.24M | 10.28K | +20.54% |
| Dec 31, 2023 | RUSSELL INVESTMENTS GROUP, LTD. | 0.76% | 61.8K | 2.29M | 8.94K | +16.91% |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.84% | 68.02K | 2.52M | -365 | -0.53% |
| Dec 31, 2023 | CAPTRUST FINANCIAL ADVISORS | 0.92% | 74.8K | 2.78M | -297 | -0.40% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.98% | 79.03K | 2.93M | 5.3K | +7.19% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 1% | 80.51K | 2.99M | -700 | -0.86% |
| Dec 31, 2023 | BOOTHBAY FUND MANAGEMENT, LLC | 1.12% | 90.62K | 3.36M | 30.65K | +51.10% |
| Dec 31, 2023 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.18% | 95.19K | 3.53M | -7.61K | -7.40% |
| Dec 31, 2023 | ALLIANCEBERNSTEIN L.P. | 1.66% | 134.06K | 4.97M | 150 | +0.11% |
| Dec 31, 2023 | SEACREST WEALTH MANAGEMENT, LLC | 1.7% | 137.58K | 5.16M | -51 | -0.04% |
| Dec 31, 2023 | BLACKROCK INC. | 9.82% | 794.26K | 29.47M | 41.35K | +5.49% |
| Dec 31, 2023 | STATE STREET CORP | 1.86% | 150.1K | 5.57M | -17.11K | -10.23% |
| Dec 31, 2023 | WELLINGTON MANAGEMENT GROUP LLP | 1.87% | 151.44K | 5.62M | 151.44K | +100.00% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 1.91% | 154.38K | 5.73M | 4.56K | +3.05% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 3.16% | 255.59K | 9.48M | 2.41K | +0.95% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 3.56% | 287.79K | 10.68M | 8.57K | +3.07% |
| Dec 31, 2023 | VANGUARD GROUP INC | 4.91% | 397.25K | 14.74M | 3.23K | +0.82% |
| Dec 31, 2023 | BANC FUNDS CO LLC | 5.18% | 418.57K | 15.53M | 0 | 0 |
| Dec 31, 2023 | ENDEAVOUR CAPITAL ADVISORS INC | 5.7% | 460.88K | 17.1M | 1.42K | +0.31% |
Among the SFST insiders holding of 5.26% of the stake in company, COTHRAN MARK A, director, holds the largest shares of 100.19K. SEAVER R ARTHUR JR, Chief Executive Officer, is the second largest SFST insider with ownership of 81.6K shares. ELLISON DAVID G, director, stands third with possession of 49.66K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| COTHRAN MARK A | director | 100.19K |
| SEAVER R ARTHUR JR | Chief Executive Officer | 81.6K |
| ELLISON DAVID G | director | 49.66K |
| CUBBAGE LEIGHTON M | director | 46.6K |
| HOOPER TECUMSEH JR | director | 42.4K |
| DOWLING MICHAEL D | COO/CFO | 38.38K |
| JOHNSTONE RUDOLPH G III | director | 29.88K |
| BORRMANN DAVID ANDREW | Chief Financial Officer | 11.5K |
| AIKEN WILLIAM M. III | Chief Risk Officer | 8.2K |
| HURST CALVIN C | President | 7K |
| ELLEFSON ANNE S | director | 6.7K |
| FAIRCHILD JULIE ANN | Chief Accounting Officer | 5.2K |
| KING SILVIA T | Chief Human Resources Officer | 3.96K |
| MANER WILLIAM IV | director | 3.59K |
| GRAYSON-CAPRIO TERRY | director | 3.4K |
| LOCKE ANNA T | director | 3.29K |
| LATTIMORE RAY | director | 1.13K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Sep 03, 2026 | CUBBAGE LEIGHTON M | SALE | 62.79 | 500 | 31.4K | 46.6K |
| Sep 02, 2026 | CUBBAGE LEIGHTON M | SALE | 62.00 | 500 | 31K | 47.1K |
| Sep 01, 2026 | CUBBAGE LEIGHTON M | SALE | 60.75 | 465 | 28.25K | 48.3K |
| Aug 28, 2026 | CUBBAGE LEIGHTON M | SALE | 63.00 | 400 | 25.2K | 48.77K |
| Aug 25, 2026 | CUBBAGE LEIGHTON M | SALE | 63.05 | 350 | 22.07K | 49.17K |
| Aug 24, 2026 | CUBBAGE LEIGHTON M | SALE | 63.00 | 400 | 25.2K | 49.52K |
| Aug 20, 2026 | CUBBAGE LEIGHTON M | SALE | 63.02 | 800 | 50.41K | 49.92K |
| Aug 12, 2026 | SEAVER R ARTHUR JR | SALE | 63.75 | 4.5K | 286.88K | 81.6K |
| Aug 03, 2026 | FAIRCHILD JULIE ANN | SALE | 63.00 | 1.5K | 94.5K | 5.2K |
| Jun 23, 2026 | LATTIMORE RAY | SALE | 59.28 | 253 | 15K | 1.13K |
| Jun 10, 2026 | CUBBAGE LEIGHTON M | SALE | 60.60 | 765 | 46.36K | 50.72K |
| Mar 06, 2026 | MANER WILLIAM IV | PURCHASE | 52.35 | 400 | 20.94K | 3.59K |
| Feb 26, 2026 | KING SILVIA T | SALE | 60.49 | 2.63K | 158.8K | 3.96K |
| Dec 15, 2025 | SEAVER R ARTHUR JR | SALE | 55.14 | 10K | 551.42K | 107.65K |
| Dec 10, 2025 | ELLISON DAVID G | SALE | 53.28 | 1K | 53.29K | 49.66K |
| Nov 21, 2025 | FAIRCHILD JULIE ANN | SALE | 50.00 | 1.26K | 62.9K | 4.46K |
| Nov 03, 2025 | ELLISON DAVID G | PURCHASE | 43.50 | 200 | 8.7K | 50.66K |
| Oct 31, 2025 | ELLISON DAVID G | PURCHASE | 44.00 | 100 | 4.4K | 50.46K |
| Oct 31, 2025 | LOCKE ANNA T | PURCHASE | 44.05 | 225 | 9.91K | 3.29K |
| Aug 27, 2025 | CUBBAGE LEIGHTON M | SALE | 45.12 | 35 | 1.58K | 51.17K |
| Jun 23, 2025 | CUBBAGE LEIGHTON M | SALE | 35.72 | 1.08K | 38.68K | 51.21K |
| Jun 04, 2025 | ELLEFSON ANNE S | SALE | 35.01 | 500 | 17.51K | 6.7K |
| May 14, 2025 | MANER WILLIAM IV | PURCHASE | 36.15 | 700 | 25.31K | 2.7K |
| Feb 10, 2025 | LOCKE ANNA T | PURCHASE | 37.01 | 360 | 13.32K | 2.58K |
| Dec 18, 2024 | GRAYSON-CAPRIO TERRY | PURCHASE | 42.47 | 160 | 6.8K | 3.4K |
| Nov 25, 2024 | FAIRCHILD JULIE ANN | SALE | 45.23 | 1K | 45.23K | 5.84K |
| Sep 17, 2024 | CUBBAGE LEIGHTON M | SALE | 34.20 | 500 | 17.1K | 51.8K |
| Sep 16, 2024 | CUBBAGE LEIGHTON M | SALE | 33.31 | 1K | 33.31K | 54.3K |
| Sep 13, 2024 | CUBBAGE LEIGHTON M | SALE | 32.70 | 1K | 32.7K | 56.82K |
| Sep 12, 2024 | CUBBAGE LEIGHTON M | SALE | 31.20 | 1K | 31.2K | 58.82K |
| Sep 09, 2024 | CUBBAGE LEIGHTON M | SALE | 31.02 | 1.29K | 40.01K | 60.56K |
| May 21, 2024 | CUBBAGE LEIGHTON M | SALE | 29.11 | 812 | 23.63K | 61.85K |
| May 15, 2024 | CUBBAGE LEIGHTON M | SALE | 27.34 | 1.77K | 48.42K | 62.66K |
| May 10, 2024 | CUBBAGE LEIGHTON M | SALE | 27.71 | 894 | 24.77K | 64.44K |
| May 09, 2024 | CUBBAGE LEIGHTON M | SALE | 27.50 | 780 | 21.45K | 66.15K |
| Apr 24, 2024 | ELLEFSON ANNE S | SALE | 28.00 | 600 | 16.8K | 6.71K |
| Mar 21, 2024 | SEAVER R ARTHUR JR | SALE | 31.25 | 996 | 31.13K | 83.47K |
| Mar 20, 2024 | SEAVER R ARTHUR JR | SALE | 31.25 | 4 | 125 | 84.47K |
| Mar 19, 2024 | SEAVER R ARTHUR JR | SALE | 31.00 | 17 | 527 | 88.73K |
| Mar 15, 2024 | SEAVER R ARTHUR JR | SALE | 31.00 | 2.09K | 64.82K | 88.75K |
| Mar 14, 2024 | SEAVER R ARTHUR JR | SALE | 31.00 | 1.25K | 38.75K | 90.97K |
| Mar 13, 2024 | LOCKE ANNA T | PURCHASE | 32.40 | 90 | 2.92K | 2.22K |
| Dec 20, 2023 | ELLISON DAVID G | PURCHASE | 34.50 | 200 | 6.9K | 49.88K |
| Nov 22, 2023 | ELLISON DAVID G | PURCHASE | 29.25 | 200 | 5.85K | 49.68K |
| Oct 31, 2023 | ELLISON DAVID G | PURCHASE | 27.00 | 200 | 5.4K | 49.48K |
| Oct 26, 2023 | ELLISON DAVID G | PURCHASE | 27.21 | 200 | 5.44K | 49.28K |
| Oct 25, 2023 | ELLISON DAVID G | PURCHASE | 25.49 | 250 | 6.37K | 49.08K |
| Sep 19, 2023 | ELLISON DAVID G | PURCHASE | 26.96 | 150 | 4.04K | 48.83K |
| Aug 09, 2023 | ELLISON DAVID G | PURCHASE | 29.35 | 150 | 4.4K | 48.68K |
| Aug 02, 2023 | ELLISON DAVID G | PURCHASE | 29.42 | 100 | 2.94K | 48.53K |
| Aug 01, 2023 | LOCKE ANNA T | PURCHASE | 30.40 | 1.3K | 39.52K | 2.13K |
| Jul 28, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 29.50 | 1.9K | 56.05K | 11.5K |
| Jun 23, 2023 | ELLISON DAVID G | PURCHASE | 25.00 | 100 | 2.5K | 48.43K |
| Jun 22, 2023 | ELLISON DAVID G | PURCHASE | 25.56 | 100 | 2.56K | 48.13K |
| Jun 21, 2023 | ELLISON DAVID G | PURCHASE | 25.40 | 300 | 7.62K | 48.03K |
| Jun 20, 2023 | ELLISON DAVID G | PURCHASE | 25.83 | 100 | 2.58K | 47.73K |
| Jun 06, 2023 | ELLISON DAVID G | PURCHASE | 26.71 | 200 | 5.34K | 47.63K |
| Jun 05, 2023 | ELLISON DAVID G | PURCHASE | 25.00 | 200 | 5K | 47.43K |
| Jun 01, 2023 | ELLISON DAVID G | PURCHASE | 23.90 | 200 | 4.78K | 47.23K |
| May 31, 2023 | ELLISON DAVID G | PURCHASE | 23.12 | 250 | 5.78K | 47.03K |
| May 25, 2023 | KING SILVIA T | PURCHASE | 24.16 | 500 | 12.08K | 1.7K |
| May 22, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 23.25 | 500 | 11.63K | 9.6K |
| May 17, 2023 | LOCKE ANNA T | PURCHASE | 23.90 | 115 | 2.75K | 832 |
| May 16, 2023 | HOOPER TECUMSEH JR | PURCHASE | 22.79 | 1.1K | 25.07K | 42.4K |
| May 16, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 22.60 | 33 | 745.8 | 8.93K |
| May 09, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 22.00 | 45 | 990 | 8.75K |
| May 08, 2023 | SEAVER R ARTHUR JR | PURCHASE | 22.50 | 253 | 5.69K | 75.14K |
| May 08, 2023 | HURST CALVIN C | PURCHASE | 22.06 | 500 | 11.03K | 7K |
| May 05, 2023 | AIKEN WILLIAM M. III | PURCHASE | 22.52 | 400 | 9.01K | 8.2K |
| May 05, 2023 | COTHRAN MARK A | PURCHASE | 22.65 | 1K | 22.65K | 100.19K |
| May 04, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 21.45 | 200 | 4.29K | 8.7K |
| May 04, 2023 | GRAYSON-CAPRIO TERRY | PURCHASE | 21.16 | 1K | 21.16K | 3.24K |
| May 01, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 27.20 | 1K | 27.2K | 8.5K |
| Apr 28, 2023 | BORRMANN DAVID ANDREW | PURCHASE | 27.70 | 1.86K | 51.44K | 3.36K |
| Mar 14, 2023 | ELLEFSON ANNE S | PURCHASE | 33.00 | 250 | 8.25K | 7.06K |
| Mar 13, 2023 | ELLISON DAVID G | PURCHASE | 33.69 | 500 | 16.85K | 46.78K |
| Mar 10, 2023 | AIKEN WILLIAM M. III | PURCHASE | 38.21 | 1K | 38.21K | 7.8K |
| Mar 10, 2023 | ELLEFSON ANNE S | PURCHASE | 36.50 | 250 | 9.13K | 6.81K |
| Feb 22, 2023 | LOCKE ANNA T | PURCHASE | 40.70 | 675 | 27.47K | 717 |
| Feb 06, 2023 | LATTIMORE RAY | PURCHASE | 41.96 | 128 | 5.37K | 2.64K |
| Feb 02, 2023 | LATTIMORE RAY | PURCHASE | 41.96 | 2.12K | 88.91K | 2.51K |
| Jan 30, 2023 | ELLISON DAVID G | PURCHASE | 41.00 | 500 | 20.5K | 42.28K |
| Dec 22, 2022 | ELLISON DAVID G | PURCHASE | 45.01 | 100 | 4.5K | 41.78K |
| Sep 21, 2022 | ELLISON DAVID G | PURCHASE | 43.20 | 1K | 43.2K | 41.67K |
| Sep 06, 2022 | MANER WILLIAM IV | PURCHASE | 42.75 | 575 | 24.58K | 2K |
| Aug 01, 2022 | GRAYSON-CAPRIO TERRY | PURCHASE | 43.65 | 500 | 21.83K | 2.24K |
| May 16, 2022 | GRAYSON-CAPRIO TERRY | PURCHASE | 42.66 | 500 | 21.33K | 740 |
| May 16, 2022 | MANER WILLIAM IV | PURCHASE | 42.50 | 1K | 42.5K | 1.43K |
| May 09, 2022 | ELLISON DAVID G | PURCHASE | 44.57 | 250 | 11.14K | 40.67K |
| Dec 23, 2021 | ELLISON DAVID G | PURCHASE | 63.26 | 300 | 18.98K | 40.42K |
| Dec 13, 2021 | GRAYSON-CAPRIO TERRY | PURCHASE | 59.67 | 100 | 5.97K | 240 |
| Nov 05, 2021 | DOWLING MICHAEL D | SALE | 57.40 | 1.5K | 86.1K | 38.38K |
| Oct 29, 2021 | CUBBAGE LEIGHTON M | SALE | 52.93 | 28 | 1.48K | 69.55K |
| Sep 15, 2021 | JOHNSTONE RUDOLPH G III | SALE | 50.25 | 1K | 50.25K | 29.88K |
| Sep 14, 2021 | JOHNSTONE RUDOLPH G III | SALE | 50.25 | 2K | 100.5K | 30.88K |
| Mar 12, 2021 | SEAVER R ARTHUR JR | SALE | 53.75 | 3.1K | 166.63K | 84.39K |