Stifel FinancialSF
13F holders, Q2 2024 (June 30)436holders +4
57new positions
54sold out
7famous investors
$84.13avg. 13F price*
At the end of Q2 2024, 436 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 4 from Q1 2024. 57 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($874.3M), BlackRock Inc. ($778.3M) and FMR LLC ($563.8M). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $97.1M |
| Exits | 54 | $64.9M |
All 13F filers, Q1 2024 → Q2 2024: 8,913,598 shares bought and 7,024,301 shares sold, net +1,889,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.7% | 10,390,226 | $874.3M |
| BlackRock Inc. | 0.02% | Add +2.9% | 9,249,061 | $778.3M |
| FMR LLC | 0.04% | Add +119.9% | 6,699,817 | $563.8M |
| Capital Research Global Investors | 0.06% | Reduce -43.0% | 3,471,080 | $292.1M |
| State Street Corp. | 0.01% | Reduce -0.6% | 3,091,241 | $260.1M |
| Alliancebernstein L.P. | 0.09% | Add +32.6% | 3,058,959 | $257.4M |
| Earnest Partners LLC | 1.16% | Add +0.8% | 2,954,099 | $248.6M |
| Morgan Stanley | 0.02% | Reduce -6.7% | 2,385,876 | $200.8M |
| Stifel Financial Corp. | 0.21% | Reduce -0.7% | 2,245,314 | $188.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.4% | 2,007,738 | $168.9M |
| Fuller & Thaler Asset Management, Inc. | 0.64% | Reduce -0.1% | 1,770,656 | $149.0M |
| LSV Asset Management | 0.32% | Reduce -3.0% | 1,744,670 | $146.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 1,676,495 | $141.1M |
| Macquarie Group Ltd. | 0.16% | Reduce -17.9% | 1,676,408 | $141.1M |
| Fisher Asset Management | 0.05% | Add +1.0% | 1,399,308 | $117.8M |
| GW&K Investment Management, LLC | 0.99% | Reduce -1.2% | 1,285,152 | $108.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 1,245,298 | $104.8M |
| Norges Bank | 0.02% | Add +1.9% | 1,224,629 | $103.1M |
| Silvercrest Asset Management Group LLC | 0.70% | Reduce -13.4% | 1,205,441 | $101.4M |
| Bank of New York Mellon Corp | 0.02% | Add +0.6% | 1,189,048 | $100.1M |
| Channing Capital Management, LLC | 2.64% | Reduce -2.3% | 1,143,336 | $96.2M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +59.0% | 1,117,379 | $94.0M |
| Wellington Management Group LLP | 0.02% | Add +141.4% | 1,098,244 | $92.4M |
| Principal Financial Group Inc. | 0.05% | Reduce -22.3% | 1,035,049 | $87.1M |
| Bank of America Corp. | 0.01% | Reduce -1.7% | 1,011,733 | $85.1M |
| Northern Trust Corp. | 0.01% | Add +8.4% | 999,681 | $84.1M |
| Invesco Ltd. | 0.02% | Reduce -32.8% | 848,092 | $71.4M |
| New York State Common Retirement Fund | 0.08% | Reduce -2.1% | 723,660 | $60.9M |
| Balyasny Asset Management L.P. | 0.15% | Add +387.1% | 697,452 | $58.7M |
| Kennedy Capital Management LLC | 1.24% | Reduce -1.7% | 690,711 | $58.1M |
| Fiera Capital Corp | 0.18% | Add +1.2% | 678,575 | $57.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.2% | 629,017 | $52.9M |
| Millennium Management | 0.04% | Reduce -58.2% | 550,571 | $46.3M |
| Hotchkis & Wiley Capital Management LLC | 0.15% | Reduce -0.1% | 517,084 | $43.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.7% | 514,413 | $43.3M |
| Marshall Wace, LLP | 0.06% | Reduce -36.0% | 471,403 | $39.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.2% | 468,669 | $39.4M |
| Systematic Financial Management LP | 0.96% | Reduce -6.4% | 374,835 | $31.5M |
| AQR Capital Management | 0.05% | Add +0.4% | 371,444 | $30.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Reduce -7.2% | 358,043 | $30.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 327,709 | $27.6M |
| Los Angeles Capital Management LLC | 0.09% | Add +929.9% | 296,574 | $25.0M |
| Retirement Systems of Alabama | 0.10% | Reduce -5.2% | 293,703 | $24.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 280,420 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +56.4% | 277,554 | $23.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.32% | New | 270,134 | $22.7M |
| Citadel Advisors | 0.02% | Add +185.5% | 267,717 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 254,633 | $21.4M |
| Walleye Capital LLC | 0.24% | Add +57.5% | 245,001 | $20.6M |
| State of Wisconsin Investment Board | 0.05% | Reduce -1.6% | 233,544 | $19.7M |
| Glenmede Trust Co. NA | 0.10% | Add +0.6% | 232,651 | $19.6M |
| Axiom Investors LLC | 0.17% | Add +14.8% | 225,258 | $19.0M |
| North Reef Capital Management LP | 0.86% | Reduce -18.9% | 220,012 | $18.5M |
| Holocene Advisors, LP | 0.08% | New | 213,695 | $18.0M |
| Sei Investments Co. | 0.02% | Reduce -2.2% | 205,531 | $17.3M |
| Peregrine Capital Management LLC | 0.50% | Add +1.3% | 202,794 | $17.1M |
| Swiss National Bank | 0.01% | Add +0.5% | 202,213 | $17.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.6% | 193,285 | $16.3M |
| Poplar Forest Capital LLC | 2.23% | Add +3.0% | 190,155 | $16.0M |
| California Public Employees Retirement System | 0.01% | Reduce -2.6% | 189,889 | $16.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -1.7% | 182,169 | $15.3M |
| Guggenheim Capital LLC | 0.11% | Reduce -1.0% | 175,836 | $14.8M |
| American Century Companies Inc. | 0.01% | Reduce -13.9% | 160,431 | $13.5M |
| Agf Management Ltd. | 0.08% | Add +38.3% | 160,196 | $13.5M |
| Schroder Investment Management Group | 0.01% | Add +72.9% | 156,790 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -56.0% | 151,653 | $12.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.7% | 144,176 | $12.1M |
| Lazard Asset Management LLC | 0.02% | Reduce -3.9% | 143,718 | $12.1M |
| Access Investment Management LLC | 3.89% | No change | 142,302 | $12.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -4.4% | 139,110 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | — | 129,570 | $10.9M |
| Crestwood Advisors Group, LLC | 0.22% | Add +1.1% | 128,902 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.0% | 128,175 | $10.8M |
| Ancora Advisors LLC | 0.26% | New | 125,456 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 121,061 | $10.2M |
| Oppenheimer Asset Management Inc. | 0.13% | Add +16.0% | 118,707 | $10.0M |
| Raymond James & Associates | 0.01% | Add +0.2% | 113,855 | $9.6M |
| Victory Capital Management Inc. | 0.01% | Add +19.1% | 112,520 | $9.5M |
| First Trust Advisors LP | 0.01% | Reduce -28.7% | 110,545 | $9.3M |
| EULAV Asset Management | 0.24% | No change | 104,470 | $8.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +9.1% | 100,871 | $8.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.5% | 100,136 | $8.4M |
| Natixis | 0.05% | New | 99,900 | $8.4M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -2.4% | 98,725 | $8.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +79.9% | 95,703 | $8.1M |
| Renaissance Technologies | 0.01% | New | 88,115 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.5% | 87,591 | $7.4M |
| Algert Global LLC | 0.24% | Add +17.3% | 84,165 | $7.1M |
| STRS Ohio | 0.03% | Add +0.8% | 83,839 | $7.1M |
| Castleark Management LLC | 0.27% | Add +14.6% | 79,630 | $6.7M |
| Trillium Asset Management, LLC | 0.16% | Add +7.0% | 77,434 | $6.5M |
| Truist Financial Corp. | 0.01% | Reduce -10.0% | 71,890 | $6.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 68,628 | $5.8M |
| Barclays PLC | 0.00% | Reduce -42.4% | 66,226 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Add +505.8% | 62,398 | $5.3M |
| Martingale Asset Management L P | 0.11% | Reduce -9.3% | 61,777 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +24.4% | 61,158 | $5.1M |
| Brandywine Oak Private Wealth LLC | 0.52% | No change | 60,043 | $5.1M |
| Curi Capital, LLC | 0.12% | Add +1.5% | 59,905 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -14.0% | 59,609 | $5.0M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -1.8% | 58,809 | $4.9M |
| Wesbanco Bank Inc. | 0.18% | No change | 58,728 | $4.9M |
| Acadian Asset Management LLC | 0.01% | New | 56,650 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +8.8% | 55,800 | $4.7M |
| 1492 Capital Management LLC | 2.60% | Reduce -0.5% | 54,367 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.7% | 53,894 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +18.9% | 53,884 | $4.5M |
| Teacher Retirement System of Texas | 0.03% | Reduce -2.6% | 53,822 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -0.9% | 53,709 | $4.5M |
| Heartland Advisors Inc. | 0.25% | New | 53,424 | $4.5M |
| US Bancorp \de | 0.01% | Add +0.7% | 53,053 | $4.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -64.2% | 52,823 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 52,171 | $4.4M |
| Bank of Montreal | 0.00% | Add +4.9% | 51,751 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +19.7% | 51,603 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | Reduce -1.2% | 50,920 | $4.3M |
| Maltese Capital Management LLC | 0.79% | Add +42.9% | 50,000 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -5.0% | 49,266 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -5.0% | 49,266 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +556.5% | 49,254 | $4.1M |
| Comerica Bank | 0.02% | Reduce -6.1% | 49,155 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +0.5% | 47,515 | $4.0M |
| Stanley-Laman Group, Ltd. | 0.51% | Add +6.8% | 45,926 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 45,609 | $3.8M |
| Sanctuary Advisors, LLC | 0.03% | — | 48,260 | $3.8M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -1.1% | 43,193 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -7.6% | 42,870 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 42,483 | $3.6M |
| NFJ Investment Group, LLC | 0.11% | Reduce -9.2% | 41,963 | $3.5M |
| UBS Group AG | 0.00% | Reduce -21.1% | 41,235 | $3.5M |
| Chase Investment Counsel Corp. | 1.22% | New | 40,923 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +80.3% | 40,226 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.1% | 39,007 | $3.3M |
| Van Eck Associates Corp. | 0.00% | Add +9.5% | 38,406 | $3.2M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -1.9% | 37,092 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | No change | 35,837 | $3.0M |
| First National Bank of Omaha | 0.20% | Add +5.4% | 35,570 | $3.0M |
| Man Group plc | 0.01% | Reduce -5.9% | 33,265 | $2.8M |
| Regions Financial Corp. | 0.02% | Reduce -1.6% | 33,058 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -15.4% | 32,688 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -38.7% | 32,387 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -1.6% | 32,226 | $2.7M |
| Quantinno Capital Management LP | 0.05% | Add +35.1% | 31,113 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 30,056 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.3% | 29,533 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 29,437 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.4% | 29,000 | $2.4M |
| Arizona State Retirement System | 0.02% | Add +2.7% | 28,777 | $2.4M |
| Sit Investment Associates Inc. | 0.05% | Reduce -9.3% | 28,325 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -5.1% | 27,701 | $2.3M |
| Boston Partners | 0.00% | Reduce -5.5% | 27,221 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.17% | Add +270.1% | 26,433 | $2.2M |
| Palisades Investment Partners, LLC | 1.07% | — | 25,565 | $2.2M |
| Squarepoint Ops LLC | 0.01% | Add +13.9% | 25,502 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +29.2% | 24,751 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 24,687 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +16.7% | 23,800 | $2.0M |
| Clayton Financial Group LLC | 0.85% | No change | 25,012 | $2.0M |
| Mackenzie Financial Corp. | 0.00% | New | 23,176 | $2.0M |
| Alaska Permanent Fund Corp | 0.03% | Reduce -32.2% | 21,720 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.5% | 22,867 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.6% | 22,837 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.6% | 22,791 | $1.9M |
| Delphi Management Inc. | 1.56% | Add +0.8% | 22,778 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.7% | 22,709 | $1.9M |
| Zions Bancorporation, N.A. | 0.15% | Reduce -3.0% | 22,667 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 21,500 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -15.8% | 21,244 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +1.0% | 21,185 | $1.8M |
| AMG National Trust Bank | 0.05% | Reduce -0.3% | 21,134 | $1.8M |
| Danske Bank A/S | 0.01% | Reduce -15.9% | 20,630 | $1.7M |
| Knights of Columbus Asset Advisors LLC | 0.11% | Reduce -47.2% | 20,598 | $1.7M |
| Commerce Bank | 0.01% | Reduce -1.4% | 20,578 | $1.7M |
| Prescott Group Capital Management, L.L.C. | 0.27% | No change | 20,326 | $1.7M |
| GYL Financial Synergies, LLC | 0.13% | Add +531.6% | 20,318 | $1.7M |
| Beverly Hills Private Wealth, LLC | 0.36% | Add +62.3% | 19,789 | $1.7M |
| Wedge Capital Management L L P | 0.03% | Reduce -0.3% | 19,679 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +25.1% | 19,280 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +23.8% | 19,232 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -2.1% | 19,216 | $1.6M |
| Citigroup Inc. | 0.00% | Add +16.7% | 18,773 | $1.6M |
| SG Americas Securities, LLC | 0.01% | New | 18,337 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.0% | 18,188 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.4% | 18,002 | $1.5M |
| EFG Asset Management (North America) Corp. | 0.26% | Add +0.5% | 17,828 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +2.5% | 17,454 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 17,000 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -17.9% | 16,841 | $1.4M |
| Choreo, LLC | 0.02% | New | 16,505 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.22% | No change | 15,964 | $1.3M |
| Tanaka Capital Management Inc. | 3.15% | Reduce -0.6% | 15,811 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Add +0.6% | 15,597 | $1.3M |
| Quantum Private Wealth, LLC | 0.44% | Reduce -30.4% | 14,901 | $1.3M |
| Creative Planning | 0.00% | Add +9.8% | 14,891 | $1.3M |
| XTX Topco Ltd | 0.11% | Add +101.8% | 14,821 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +7.1% | 13,994 | $1.2M |
| Bridgewater Associates | 0.01% | New | 13,964 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.2% | 13,830 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 13,342 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.4% | 13,132 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -8.5% | 12,700 | $1.1M |
| First Hawaiian Bank | 0.04% | Reduce -0.3% | 12,644 | $1.1M |
| Tributary Capital Management, LLC | 0.09% | Reduce -1.0% | 12,477 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.0% | 12,379 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +39.2% | 12,348 | $1.0M |
| New York Life Investment Management LLC | 0.01% | New | 12,005 | $1.0M |
| Gator Capital Management, LLC | 0.51% | No change | 12,000 | $1.0M |
| Coldstream Capital Management Inc. | 0.02% | Add +0.2% | 11,771 | $991K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +17.5% | 11,735 | $987K |
| Xponance LLC | 0.01% | Reduce -10.3% | 11,095 | $934K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,875 | $915K |
| Cresset Asset Management, LLC | 0.00% | Add +14.4% | 10,801 | $909K |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 10,563 | $889K |
| Avantax Advisory Services, Inc. | 0.01% | New | 10,379 | $873K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 10,116 | $851K |
| JBF Capital, Inc. | 0.13% | No change | 10,000 | $842K |
| Clark Capital Management Group, Inc. | 0.01% | New | 9,969 | $839K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 9,772 | $822K |
| HSBC Holdings PLC | 0.00% | Add +32.9% | 9,035 | $757K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.7% | 8,604 | $724K |
| Blue Trust, Inc. | 0.01% | Add +268.6% | 8,798 | $688K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.3% | 8,171 | $688K |
| Detalus Advisors, LLC | 0.23% | No change | 8,142 | $685K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -88.0% | 8,107 | $682K |
| Pitcairn Co. | 0.04% | Add +11.3% | 8,034 | $676K |
| HighTower Advisors, LLC | 0.00% | Add +13.5% | 7,958 | $673K |
| Deutsche Bank AG | 0.00% | Reduce -4.2% | 7,966 | $670K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,772 | $654K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.7% | 7,758 | $653K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.1% | 7,479 | $629K |
| Hancock Whitney Corp. | 0.02% | Reduce -2.0% | 7,409 | $623K |
| Capital CS Group, LLC | 0.71% | New | 7,302 | $614K |
| First National Advisers, LLC | 0.11% | Add +9.8% | 7,125 | $600K |
| Studio Investment Management LLC | 0.13% | Add +0.6% | 7,011 | $590K |
| Intech Investment Management LLC | 0.01% | New | 6,848 | $576K |
| Ethic Inc. | 0.01% | Reduce -4.0% | 6,791 | $571K |
| Keeley-Teton Advisors, LLC | 0.07% | No change | 6,686 | $563K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.6% | 6,673 | $562K |
| Corient Private Wealth LP | 0.00% | Add +11.9% | 6,612 | $556K |
| Meritage Portfolio Management | 0.03% | Reduce -0.1% | 6,409 | $539K |
| Allianz Asset Management GmbH | 0.00% | Add +0.2% | 6,283 | $529K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.8% | 6,265 | $527K |
| Moody Aldrich Partners LLC | 0.10% | Reduce -0.1% | 6,125 | $515K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.2% | 6,093 | $513K |
| FORA Capital, LLC | 0.06% | Add +3.7% | 6,021 | $507K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 6,000 | $505K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.0% | 5,650 | $475K |
| NorthRock Partners, LLC | 0.02% | Add +2.5% | 5,559 | $468K |
| Inceptionr LLC | 0.13% | New | 5,493 | $462K |
| Connable Office Inc. | 0.05% | Reduce -4.5% | 5,401 | $454K |
| Utah Retirement Systems | 0.01% | Reduce -3.6% | 5,300 | $446K |
| Smith, Moore & Co. | 0.04% | Reduce -36.5% | 5,152 | $434K |
| Northeast Investment Management | 0.02% | Reduce -16.8% | 5,033 | $424K |
| Fulton Bank, N.A. | 0.02% | Reduce -2.8% | 5,031 | $423K |
| Integrated Investment Consultants, LLC | 0.12% | No change | 5,384 | $421K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -44.6% | 4,978 | $419K |
| Quadrature Capital Ltd | 0.01% | Reduce -44.8% | 4,912 | $413K |
| Yorktown Management & Research Co Inc | 0.44% | No change | 4,900 | $412K |
| ProShare Advisors LLC | 0.00% | Reduce -2.9% | 4,832 | $407K |
| OneDigital Investment Advisors LLC | 0.01% | New | 4,788 | $403K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -19.4% | 4,626 | $389K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.4% | 4,554 | $383K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.21% | No change | 4,477 | $377K |
| Shelton Capital Management | 0.01% | Reduce -5.3% | 4,406 | $371K |
| Measured Wealth Private Client Group, LLC | 0.13% | New | 4,365 | $367K |
| Inspire Investing, LLC | 0.04% | Reduce -8.9% | 4,185 | $352K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 4,110 | $346K |
| United Capital Financial Advisors, LLC | 0.00% | Add +16.3% | 4,044 | $340K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 4,041 | $340K |
| Osaic Holdings, Inc. | 0.00% | Add +40.0% | 4,038 | $340K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 4,000 | $337K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -9.1% | 3,977 | $335K |
| TAP Consulting, LLC | 0.07% | New | 3,912 | $329K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,900 | $328K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.3% | 3,876 | $326K |
| Covenant Partners, LLC | 0.10% | No change | 3,872 | $326K |
| Cwm, LLC | 0.00% | Add +2.3% | 3,795 | $319K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 3,709 | $312K |
| Formidable Asset Management, LLC | 0.05% | Reduce -2.6% | 3,700 | $311K |
| Roberts Glore & Co. Inc. | 0.09% | Reduce -5.1% | 3,690 | $311K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 3,631 | $306K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,498 | $294K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | No change | 3,450 | $290K |
| Perigon Wealth Management, LLC | 0.01% | Add +16.2% | 3,444 | $290K |
| Tidal Investments LLC | 0.00% | New | 3,410 | $287K |
| Sapient Capital LLC | 0.01% | No change | 3,404 | $286K |
| Two Sigma Advisers, LP | 0.00% | Reduce -68.8% | 3,400 | $286K |
| Advisors Asset Management, Inc. | 0.01% | Add +77.2% | 3,318 | $279K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,311 | $279K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.0% | 3,210 | $270K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,205 | $270K |
| nVerses Capital, LLC | 0.16% | New | 3,200 | $269K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.3% | 3,139 | $264K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.9% | 3,083 | $259K |
| Diversify Advisory Services, LLC | 0.01% | Add +2.9% | 3,153 | $258K |
| HCR Wealth Advisors | 0.04% | No change | 3,058 | $257K |
| HighPoint Advisor Group LLC | 0.02% | Add +2.5% | 2,924 | $257K |
| Trueblood Wealth Management, LLC | 0.14% | Reduce -6.2% | 3,034 | $255K |
| Intrust Bank NA | 0.03% | Add +5.5% | 2,984 | $251K |
| CI Investments Inc. | 0.00% | Reduce -4.7% | 2,960 | $249K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.2% | 2,933 | $247K |
| CIBC Asset Management Inc | 0.00% | No change | 2,917 | $245K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 2,911 | $245K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 2,915 | $245K |
| Clearstead Advisors, LLC | 0.00% | New | 2,893 | $243K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 2,846 | $239K |
| IFP Advisors, Inc | 0.01% | Reduce -1.1% | 2,840 | $239K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 2,827 | $238K |
| Busey Bank | 0.01% | No change | 2,810 | $236K |
| Stephens Inc. | 0.00% | No change | 2,795 | $235K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,780 | $234K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 2,708 | $228K |
| First Trust Direct Indexing L.P. | 0.01% | New | 2,687 | $226K |
| ETF Store, Inc. | 0.23% | New | 2,672 | $225K |
| US Asset Management LLC | 0.20% | Reduce -0.6% | 2,657 | $224K |
| Profund Advisors LLC | 0.01% | Reduce -10.0% | 2,656 | $224K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,649 | $223K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -34.3% | 2,712 | $220K |
| Forum Financial Management, LP | 0.00% | Add +0.6% | 2,598 | $219K |
| Vident Advisory, LLC | 0.01% | New | 2,590 | $218K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.2% | 2,581 | $217K |
| Caprock Group, LLC | 0.01% | New | 2,578 | $217K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,572 | $216K |
| Metis Global Partners, LLC | 0.01% | No change | 2,566 | $216K |
| KBC Group NV | 0.00% | Add +12.7% | 2,560 | $215K |
| Synovus Financial Corp. | 0.00% | New | 2,550 | $215K |
| Greenleaf Trust | 0.00% | New | 2,546 | $214K |
| Rafferty Asset Management, LLC | 0.00% | New | 2,528 | $213K |
| Origin Asset Management LLP | 0.05% | New | 2,460 | $207K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -53.5% | 2,450 | $206K |
| Financial Counselors Inc. | 0.00% | New | 2,433 | $205K |
| M&T Bank Corp | 0.00% | Reduce -6.1% | 2,416 | $203K |
| Kapitalo Investimentos Ltda | 0.06% | Reduce -32.0% | 2,403 | $202K |
| Hamilton Capital Partners Inc. | 0.02% | New | 2,350 | $198K |
| Country Trust Bank | 0.00% | No change | 2,250 | $189K |
| TD Private Client Wealth LLC | 0.01% | No change | 2,132 | $179K |
| Johnson Financial Group, Inc. | 0.01% | New | 2,029 | $171K |
| SouthState Bank Corp | 0.01% | Reduce -42.9% | 2,000 | $168K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.5% | 1,806 | $152K |
| Principal Securities, Inc. | 0.00% | Add +15.5% | 1,648 | $139K |
| State of Wyoming | 0.02% | Add +12.4% | 1,627 | $137K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $120K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Add +0.6% | 1,382 | $116K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.3% | 1,325 | $112K |
| Walleye Trading LLC | 0.00% | New | 1,290 | $109K |
| Hilltop National Bank | 0.03% | Add +6.2% | 1,250 | $105K |
| Global Retirement Partners, LLC | 0.00% | Add +182.1% | 1,055 | $89K |
| Signaturefd, LLC | 0.00% | Reduce -8.4% | 1,000 | $84K |
| Avior Wealth Management, LLC | 0.00% | Reduce -46.5% | 816 | $69K |
| Mather Group, Llc. | 0.00% | No change | 842 | $66K |
| Rothschild Investment LLC | 0.00% | No change | 765 | $64K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -1.9% | 736 | $62K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 730 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.2% | 728 | $61K |
| Huntington National Bank | 0.00% | Reduce -20.8% | 686 | $58K |
| Venturi Wealth Management, LLC | 0.00% | Add +517.4% | 673 | $57K |
| UMB Bank, n.a. | 0.00% | Reduce -1.4% | 637 | $54K |
| Front Row Advisors LLC | 0.02% | Reduce -2.9% | 599 | $50K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.5% | 597 | $50K |
| Montag A & Associates Inc. | 0.00% | No change | 585 | $49K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +35.5% | 576 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -82.6% | 484 | $41K |
| Park Place Capital Corp | 0.01% | Reduce -36.1% | 475 | $40K |
| Quarry LP | 0.02% | Reduce -46.8% | 424 | $36K |
| GAMMA Investing LLC | 0.00% | Add +41.7% | 394 | $33K |
| Lindbrook Capital, LLC | 0.00% | Reduce -5.4% | 386 | $32K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 375 | $32K |
| Quent Capital, LLC | 0.00% | No change | 354 | $30K |
| Whittier Trust Co. | 0.00% | No change | 336 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 322 | $27K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $27K |
| Versant Capital Management, Inc | 0.01% | Add +1818.8% | 307 | $26K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -14.3% | 300 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 300 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +408.6% | 295 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 277 | $23K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 268 | $23K |
| Bessemer Group Inc. | 0.00% | Reduce -68.8% | 248 | $21K |
| Arax Advisory Partners | 0.00% | Add +710.0% | 243 | $20K |
| Riverview Trust Co | 0.02% | No change | 225 | $19K |
| Planning Capital Management Corp | 0.01% | No change | 224 | $19K |
| NewEdge Advisors, LLC | 0.00% | Reduce -61.5% | 202 | $17K |
| Jones Financial Companies LLLP | 0.00% | New | 200 | $17K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 199 | $17K |
| Sandy Spring Bank | 0.00% | No change | 198 | $17K |
| Allworth Financial LP | 0.00% | Add +1.1% | 182 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +68.6% | 177 | $15K |
| Covestor Ltd | 0.01% | Reduce -60.1% | 170 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 158 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $13K |
| Fortitude Family Office, LLC | 0.01% | No change | 147 | $12K |
| Eagle Bay Advisors LLC | 0.01% | No change | 136 | $11K |
| Manchester Capital Management LLC | 0.00% | No change | 135 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.5% | 141 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $11K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 123 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $8K |
| Private Trust Co. NA | 0.00% | Add +43.5% | 99 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.1% | 90 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 89 | $7K |
| First Financial Corp. | 0.00% | No change | 88 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 86 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | New | 82 | $7K |
| Harbour Investments, Inc. | 0.00% | New | 60 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 57 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +112.0% | 53 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 52 | $4K |
| Sachetta, LLC | 0.00% | Add +25.6% | 49 | $4K |
| Innealta Capital, LLC | 0.00% | New | 49 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.7% | 42 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 40 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 40 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +3.1% | 33 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -10.3% | 35 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 32 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | New | 27 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.8% | 22 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 19 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 18 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 16 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $1K |
| ClariVest Asset Management LLC | 0.00% | New | 9 | $757 |
| WR Wealth Planners, LLC | 0.00% | No change | 4 | $337 |
| Bokf, NA | 0.00% | No change | 4 | $337 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $169 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $85 |
| Harbor Investment Advisory, LLC | 0.00% | New | 1 | $84 |
| Summit Securities Group LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.