Stifel FinancialSF
13F holders, Q3 2024 (September 30)444holders +8
42new positions
36sold out
7famous investors
$93.92avg. 13F price*
At the end of Q3 2024, 444 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 8 from Q2 2024. 42 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($974.8M), BlackRock, Inc. ($874.3M) and FMR LLC ($747.1M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $29.9M |
| Exits | 36 | $73.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,471,047 shares bought and 3,779,661 shares sold, net +691,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 10,381,779 | $974.8M |
| BlackRock, Inc. | 0.02% | — | 9,310,520 | $874.3M |
| FMR LLC | 0.05% | Add +18.8% | 7,956,412 | $747.1M |
| Capital Research Global Investors | 0.07% | Add +0.1% | 3,473,091 | $326.1M |
| State Street Corp. | 0.01% | Add +1.0% | 3,122,342 | $293.2M |
| Alliancebernstein L.P. | 0.09% | Reduce -2.8% | 2,973,612 | $279.2M |
| Earnest Partners LLC | 1.22% | Add +0.6% | 2,972,595 | $279.1M |
| Morgan Stanley | 0.02% | Reduce -0.2% | 2,380,108 | $223.5M |
| Stifel Financial Corp. | 0.22% | Add +1.5% | 2,279,267 | $214.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.9% | 1,970,613 | $185.0M |
| Wellington Management Group LLP | 0.03% | Add +78.3% | 1,958,709 | $183.9M |
| Fuller & Thaler Asset Management, Inc. | 0.65% | Reduce -0.3% | 1,765,658 | $165.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.2% | 1,696,605 | $159.4M |
| LSV Asset Management | 0.30% | Reduce -14.0% | 1,499,770 | $140.8M |
| Macquarie Group Ltd. | 0.15% | Reduce -11.6% | 1,481,470 | $139.1M |
| Fisher Asset Management | 0.06% | Add +4.7% | 1,464,421 | $137.5M |
| GW&K Investment Management, LLC | 1.00% | Reduce -2.9% | 1,247,465 | $117.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.1% | 1,247,016 | $117.1M |
| Norges Bank | 0.02% | Add +1.7% | 1,245,480 | $117.0M |
| Silvercrest Asset Management Group LLC | 0.76% | Reduce -1.9% | 1,182,523 | $111.0M |
| Millennium Management | 0.10% | Add +113.7% | 1,176,424 | $110.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.2% | 1,091,965 | $102.5M |
| Channing Capital Management, LLC | 2.58% | Reduce -6.2% | 1,072,589 | $100.7M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -4.0% | 1,072,476 | $100.7M |
| Invesco Ltd. | 0.02% | Add +20.4% | 1,021,113 | $95.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.8% | 1,006,574 | $94.5M |
| Bank of America Corp. | 0.01% | Reduce -1.1% | 1,001,004 | $94.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +58.5% | 996,687 | $93.6M |
| Northern Trust Corp. | 0.02% | Reduce -1.7% | 983,076 | $92.3M |
| New York State Common Retirement Fund | 0.09% | Reduce -6.9% | 673,697 | $63.3M |
| Fiera Capital Corp | 0.19% | Reduce -3.1% | 657,814 | $61.8M |
| Kennedy Capital Management LLC | 1.16% | Reduce -19.0% | 559,728 | $52.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.1% | 514,856 | $48.3M |
| Hotchkis & Wiley Capital Management LLC | 0.15% | Reduce -9.0% | 470,774 | $44.2M |
| Marshall Wace, LLP | 0.06% | Reduce -2.7% | 458,638 | $43.1M |
| Systematic Financial Management LP | 0.97% | Add +7.9% | 404,416 | $38.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.2% | 392,621 | $36.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Reduce -4.3% | 342,542 | $32.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 326,374 | $30.6M |
| AQR Capital Management | 0.04% | Reduce -11.3% | 329,447 | $30.6M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -54.4% | 318,184 | $29.9M |
| Los Angeles Capital Management LLC | 0.12% | Add +2.9% | 305,055 | $28.6M |
| Retirement Systems of Alabama | 0.10% | Reduce -0.7% | 291,775 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.3% | 278,344 | $26.1M |
| Rhumbline Advisers | 0.02% | Reduce -1.3% | 276,714 | $26.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.35% | Add +0.6% | 271,680 | $25.5M |
| State of Wisconsin Investment Board | 0.06% | Reduce -0.2% | 233,098 | $21.9M |
| Sei Investments Co. | 0.03% | Add +13.0% | 232,210 | $21.8M |
| Glenmede Trust Co. NA | 0.10% | Reduce -1.5% | 229,187 | $21.5M |
| Axiom Investors LLC | 0.17% | Reduce -7.9% | 207,528 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 205,920 | $19.3M |
| Peregrine Capital Management LLC | 0.58% | Add +0.2% | 203,221 | $19.1M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 200,113 | $18.8M |
| Legal & General Group Plc | 0.00% | Reduce -1.1% | 191,205 | $18.0M |
| California Public Employees Retirement System | 0.01% | Reduce -1.1% | 187,748 | $17.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +80.0% | 172,271 | $16.2M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -6.2% | 170,818 | $16.0M |
| Schroder Investment Management Group | 0.02% | Add +6.2% | 166,437 | $15.6M |
| Agf Management Ltd. | 0.08% | No change | 160,196 | $15.0M |
| American Century Companies Inc. | 0.01% | Reduce -3.2% | 155,229 | $14.6M |
| Access Investment Management LLC | 4.07% | Add +0.0% | 142,327 | $13.4M |
| Squarepoint Ops LLC | 0.04% | Add +457.9% | 142,268 | $13.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.6% | 141,876 | $13.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.7% | 141,418 | $13.3M |
| Guggenheim Capital LLC | 0.09% | Reduce -21.0% | 138,941 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 135,271 | $12.7M |
| Ancora Advisors LLC | 0.28% | Add +5.8% | 132,665 | $12.5M |
| Crestwood Advisors Group, LLC | 0.23% | Add +0.0% | 128,944 | $12.1M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 128,175 | $12.0M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.5% | 121,202 | $11.4M |
| Raymond James & Associates | 0.01% | Add +1.5% | 115,527 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 114,619 | $10.8M |
| Cookson Peirce & Co. Inc. | 0.49% | New | 111,843 | $10.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -25.1% | 107,613 | $10.1M |
| Barclays PLC | 0.00% | Add +62.2% | 107,397 | $10.1M |
| Heartland Advisors Inc. | 0.53% | Add +100.3% | 107,026 | $10.0M |
| EULAV Asset Management | 0.24% | Add +0.0% | 104,471 | $9.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.0% | 103,942 | $9.8M |
| California State Teachers Retirement System | 0.01% | Reduce -3.4% | 96,739 | $9.1M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -4.2% | 94,598 | $8.9M |
| Algert Global LLC | 0.23% | Add +10.1% | 92,685 | $8.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 85,653 | $8.0M |
| STRS Ohio | 0.03% | Reduce -6.4% | 78,440 | $7.4M |
| Teacher Retirement System of Texas | 0.04% | Add +45.7% | 78,398 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -29.1% | 78,356 | $7.4M |
| Castleark Management LLC | 0.29% | Reduce -3.5% | 76,830 | $7.2M |
| Trillium Asset Management, LLC | 0.18% | Reduce -1.5% | 76,265 | $7.2M |
| UBS Group AG | 0.00% | Add +83.5% | 75,674 | $7.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -34.4% | 73,792 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Add +17.0% | 73,023 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -38.6% | 72,823 | $6.8M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 72,464 | $6.8M |
| Natixis Advisors, LLC | 0.01% | Add +14.4% | 69,982 | $6.6M |
| Curi Capital, LLC | 0.15% | Add +15.7% | 69,301 | $6.5M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +4.4% | 58,242 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.8% | 49,113 | $5.7M |
| Brandywine Oak Private Wealth LLC | 0.54% | Reduce -1.0% | 59,450 | $5.6M |
| Dana Investment Advisors, Inc. | 0.18% | Add +0.1% | 58,840 | $5.5M |
| Van Eck Associates Corp. | 0.01% | Add +40.0% | 53,771 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -16.9% | 57,019 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 55,657 | $5.2M |
| Bank of Montreal | 0.00% | Add +6.0% | 54,863 | $5.1M |
| US Bancorp \de | 0.01% | Add +2.7% | 54,478 | $5.1M |
| 1492 Capital Management LLC | 2.53% | Reduce -1.3% | 53,679 | $5.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.8% | 52,927 | $5.0M |
| Harbor Capital Advisors, Inc. | 0.21% | Add +99.2% | 52,648 | $4.9M |
| Wesbanco Bank Inc. | 0.16% | Reduce -12.7% | 51,293 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.3% | 50,932 | $4.8M |
| Amalgamated Bank | 0.04% | Reduce -18.3% | 48,728 | $4.6M |
| Integrated Advisors Network LLC | 0.22% | Reduce -5.0% | 48,379 | $4.5M |
| Stanley-Laman Group, Ltd. | 0.58% | Add +4.3% | 47,895 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +0.8% | 47,893 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.8% | 47,888 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.8% | 47,888 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -82.5% | 46,949 | $4.4M |
| Franklin Resources Inc. | 0.00% | Add +9.7% | 44,113 | $4.3M |
| LPL Financial LLC | 0.00% | Add +8.2% | 45,982 | $4.3M |
| Janus Henderson Group PLC | 0.00% | No change | 45,609 | $4.3M |
| Comerica Bank | 0.02% | Reduce -9.2% | 44,636 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 43,373 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +155.0% | 43,352 | $4.1M |
| Chase Investment Counsel Corp. | 1.31% | Add +2.6% | 42,003 | $3.9M |
| Walleye Capital LLC | 0.05% | Reduce -83.0% | 41,647 | $3.9M |
| Federated Hermes, Inc. | 0.01% | Reduce -22.6% | 41,553 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +23.3% | 40,303 | $3.8M |
| Prudential Financial Inc. | 0.01% | Reduce -25.2% | 40,301 | $3.8M |
| Public Employees Retirement System of Ohio | 0.02% | Add +2.7% | 40,060 | $3.8M |
| FJ Capital Management LLC | 0.37% | New | 37,688 | $3.5M |
| Quantinno Capital Management LP | 0.05% | Add +21.1% | 37,684 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -12.3% | 37,574 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +2.3% | 36,642 | $3.4M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -2.0% | 36,332 | $3.4M |
| First National Bank of Omaha | 0.21% | Reduce -1.5% | 35,023 | $3.3M |
| Regions Financial Corp. | 0.02% | Reduce -0.6% | 32,846 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 32,387 | $3.0M |
| Mariner, LLC | 0.01% | Reduce -0.6% | 32,048 | $3.0M |
| Man Group plc | 0.01% | Reduce -5.5% | 31,432 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +6.1% | 31,343 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 30,056 | $2.8M |
| Beverly Hills Private Wealth, LLC | 0.58% | Add +51.8% | 30,032 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +2.5% | 29,502 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 29,437 | $2.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 28,674 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +3.0% | 28,521 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.1% | 28,400 | $2.7M |
| Palisades Investment Partners, LLC | 1.11% | Add +6.4% | 27,211 | $2.6M |
| Sit Investment Associates Inc. | 0.06% | Reduce -4.5% | 27,050 | $2.5M |
| Zions Bancorporation, N.A. | 0.18% | Add +19.3% | 27,034 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +6.5% | 26,373 | $2.5M |
| Clayton Financial Group LLC | 0.88% | No change | 25,012 | $2.3M |
| Maltese Capital Management LLC | 0.38% | Reduce -50.0% | 25,000 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +7.5% | 24,556 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 24,387 | $2.3M |
| Citigroup Inc. | 0.00% | Add +27.9% | 24,011 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +20.3% | 23,132 | $2.2M |
| Danske Bank A/S | 0.01% | Add +12.0% | 23,097 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.5% | 22,743 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -4.2% | 22,800 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 22,598 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 22,150 | $2.1M |
| Alaska Permanent Fund Corp | 0.03% | No change | 21,720 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 21,500 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -1.7% | 20,884 | $2.0M |
| AMG National Trust Bank | 0.05% | Reduce -3.6% | 20,372 | $1.9M |
| Prescott Group Capital Management, L.L.C. | 0.28% | No change | 20,326 | $1.9M |
| Commerce Bank | 0.01% | Reduce -1.5% | 20,263 | $1.9M |
| GYL Financial Synergies, LLC | 0.14% | Reduce -2.0% | 19,920 | $1.9M |
| Wedge Capital Management L L P | 0.03% | Add +1.2% | 19,913 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +2.1% | 19,616 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +1.0% | 19,478 | $1.8M |
| Boston Partners | 0.00% | Reduce -28.8% | 19,377 | $1.8M |
| EFG Asset Management (North America) Corp. | 0.30% | Add +7.8% | 19,213 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -10.1% | 19,037 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +52.1% | 18,833 | $1.8M |
| Choreo, LLC | 0.03% | Add +12.8% | 18,610 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.8% | 18,509 | $1.7M |
| Amundi | 0.00% | New | 17,246 | $1.6M |
| Delphi Management Inc. | 1.48% | Reduce -23.6% | 17,405 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.1% | 17,258 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +9.2% | 17,032 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,841 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -68.3% | 16,770 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.22% | No change | 15,964 | $1.5M |
| Pinebridge Investments, L.P. | 0.01% | New | 15,959 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -82.0% | 15,815 | $1.5M |
| Tanaka Capital Management Inc. | 3.41% | Reduce -0.6% | 15,721 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.4% | 14,294 | $1.4M |
| Quantum Private Wealth, LLC | 0.47% | No change | 14,901 | $1.4M |
| Creative Planning | 0.00% | Reduce -1.6% | 14,652 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -18.8% | 14,171 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.6% | 14,155 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.3% | 13,957 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 12,979 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -7.7% | 12,915 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +18.4% | 12,787 | $1.2M |
| Cinctive Capital Management LP | 0.07% | New | 12,656 | $1.2M |
| Tributary Capital Management, LLC | 0.09% | Add +1.0% | 12,603 | $1.2M |
| First Hawaiian Bank | 0.04% | Reduce -1.0% | 12,512 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.3% | 12,392 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +35.0% | 12,195 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.1% | 12,104 | $1.1M |
| Gator Capital Management, LLC | 0.50% | No change | 12,000 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +16.4% | 11,603 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -5.4% | 11,354 | $1.1M |
| Xponance LLC | 0.01% | Add +0.3% | 11,134 | $1.0M |
| Acadian Asset Management LLC | 0.00% | Reduce -80.5% | 11,054 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,875 | $1.0M |
| Bridgewater Associates | 0.01% | Reduce -22.5% | 10,816 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.2% | 10,604 | $996K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.7% | 10,487 | $985K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 10,134 | $947K |
| JBF Capital, Inc. | 0.14% | No change | 10,000 | $939K |
| BNP Paribas Financial Markets | 0.00% | Add +28.5% | 9,968 | $936K |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 9,852 | $925K |
| Calamos Advisors LLC | 0.01% | New | 9,615 | $903K |
| Inceptionr LLC | 0.20% | Add +61.1% | 8,850 | $831K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +131.6% | 8,409 | $790K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.9% | 8,273 | $777K |
| Jane Street Group, LLC | 0.00% | Reduce -83.3% | 8,235 | $773K |
| Susquehanna International Group, LLP | 0.00% | New | 8,109 | $761K |
| Allianz Asset Management GmbH | 0.00% | Add +27.9% | 8,038 | $755K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 7,971 | $748K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 7,934 | $747K |
| Deutsche Bank AG | 0.00% | Reduce -0.8% | 7,899 | $742K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.3% | 7,453 | $700K |
| Hancock Whitney Corp. | 0.02% | Add +0.5% | 7,442 | $699K |
| Credit Agricole S A | 0.00% | New | 7,405 | $695K |
| Knights of Columbus Asset Advisors LLC | 0.05% | Reduce -64.1% | 7,386 | $694K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -42.2% | 7,344 | $690K |
| First National Advisers, LLC | 0.11% | Add +3.0% | 7,337 | $689K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +12.8% | 7,068 | $664K |
| Meritage Portfolio Management | 0.04% | Add +9.3% | 7,005 | $658K |
| Pitcairn Co. | 0.04% | Reduce -12.8% | 7,005 | $658K |
| Studio Investment Management LLC | 0.14% | Reduce -1.6% | 6,897 | $648K |
| Keeley-Teton Advisors, LLC | 0.07% | No change | 6,686 | $628K |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 6,659 | $625K |
| Cornerstone Investment Partners, LLC | 0.03% | Reduce -1.6% | 6,564 | $616K |
| Moody Aldrich Partners LLC | 0.10% | Reduce -0.1% | 6,120 | $575K |
| Teza Capital Management LLC | 0.06% | New | 6,087 | $572K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 6,000 | $563K |
| Ethic Inc. | 0.01% | Add +4.2% | 7,078 | $553K |
| NorthRock Partners, LLC | 0.02% | Add +3.4% | 5,745 | $539K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -27.1% | 5,670 | $532K |
| Measured Wealth Private Client Group, LLC | 0.18% | Add +28.3% | 5,598 | $526K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.5% | 5,564 | $522K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +34.3% | 5,427 | $510K |
| Larson Financial Group LLC | 0.03% | Add +4308.9% | 5,423 | $509K |
| Connable Office Inc. | 0.05% | No change | 5,401 | $507K |
| Utah Retirement Systems | 0.01% | No change | 5,300 | $498K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,185 | $487K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -3.7% | 5,186 | $487K |
| Shell Asset Management Co. | 0.02% | — | 5,123 | $481K |
| Fulton Bank, N.A. | 0.02% | Add +1.6% | 5,111 | $480K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.5% | 4,954 | $465K |
| Yorktown Management & Research Co Inc | 0.47% | No change | 4,900 | $460K |
| Detalus Advisors, LLC | 0.15% | Reduce -39.9% | 4,892 | $459K |
| Baird Financial Group, Inc. | 0.00% | Add +24.3% | 4,846 | $455K |
| Radnor Capital Management, LLC | 0.07% | New | 4,757 | $447K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.4% | 4,669 | $438K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 4,543 | $427K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 4,469 | $420K |
| Johnson Financial Group, Inc. | 0.02% | Add +109.6% | 4,253 | $399K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.19% | Reduce -5.6% | 4,227 | $397K |
| Axq Capital, LP | 0.12% | New | 4,186 | $393K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.4% | 4,166 | $391K |
| &partners | 0.01% | New | 4,102 | $385K |
| Verition Fund Management LLC | 0.00% | New | 4,096 | $385K |
| Shelton Capital Management | 0.01% | Reduce -8.7% | 4,021 | $378K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,977 | $373K |
| Cwm, LLC | 0.00% | Add +3.8% | 3,940 | $370K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -51.5% | 3,936 | $370K |
| TAP Consulting, LLC | 0.07% | No change | 3,912 | $367K |
| Tidal Investments LLC | 0.00% | Add +13.7% | 3,877 | $364K |
| Covenant Partners, LLC | 0.11% | No change | 3,872 | $364K |
| NorthCoast Asset Management LLC | 0.00% | Add +23.6% | 3,962 | $360K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.2% | 3,827 | $359K |
| Townsquare Capital LLC | 0.00% | New | 3,790 | $356K |
| Sterling Capital Management LLC | 0.00% | — | 3,786 | $356K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +1.0% | 3,746 | $352K |
| Formidable Asset Management, LLC | 0.06% | No change | 3,700 | $347K |
| Blue Trust, Inc. | 0.00% | Reduce -54.3% | 4,017 | $338K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.8% | 3,525 | $331K |
| Roberts Glore & Co. Inc. | 0.09% | Reduce -5.8% | 3,475 | $326K |
| Diversify Advisory Services, LLC | 0.02% | Add +3.0% | 3,246 | $326K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | No change | 3,450 | $324K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.9% | 3,378 | $317K |
| Advisors Asset Management, Inc. | 0.01% | Add +1.4% | 3,365 | $316K |
| Smith, Moore & Co. | 0.03% | Reduce -35.1% | 3,345 | $314K |
| CI Investments Inc. | 0.00% | Add +12.2% | 3,321 | $312K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.8% | 2,976 | $307K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 3,264 | $307K |
| Rehmann Capital Advisory Group | 0.02% | Add +4.9% | 3,234 | $306K |
| nVerses Capital, LLC | 0.14% | No change | 3,200 | $300K |
| Visionary Wealth Advisors | 0.02% | New | 3,187 | $299K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -21.6% | 3,172 | $298K |
| Sage Mountain Advisors LLC | 0.02% | New | 3,062 | $288K |
| HCR Wealth Advisors | 0.04% | No change | 3,058 | $287K |
| Martingale Asset Management L P | 0.01% | Reduce -95.1% | 3,042 | $286K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -24.4% | 3,025 | $284K |
| CIBC Asset Management Inc | 0.00% | Add +3.5% | 3,019 | $283K |
| Busey Bank | 0.01% | Add +7.0% | 3,006 | $282K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.7% | 2,930 | $275K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 2,925 | $275K |
| Kingsview Wealth Management, LLC | 0.01% | New | 2,920 | $274K |
| First Trust Direct Indexing L.P. | 0.01% | Add +8.5% | 2,915 | $274K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,893 | $272K |
| Parallel Advisors, LLC | 0.01% | Add +6.1% | 2,874 | $270K |
| KBC Group NV | 0.00% | Add +11.5% | 2,855 | $268K |
| Worldquant Millennium Advisors LLC | 0.00% | No change | 2,846 | $267K |
| Caprock Group, LLC | 0.01% | Add +9.5% | 2,824 | $265K |
| Stephens Inc. | 0.00% | No change | 2,795 | $262K |
| Sapient Capital LLC | 0.01% | Reduce -18.1% | 2,789 | $262K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.1% | 2,783 | $261K |
| Ritholtz Wealth Management | 0.01% | New | 2,723 | $256K |
| TD Private Client Wealth LLC | 0.01% | Add +27.0% | 2,708 | $254K |
| ETF Store, Inc. | 0.26% | No change | 2,672 | $251K |
| Intrust Bank NA | 0.02% | Reduce -11.1% | 2,653 | $249K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,649 | $249K |
| M&T Bank Corp | 0.00% | Add +9.5% | 2,645 | $248K |
| Vident Advisory, LLC | 0.01% | Add +1.9% | 2,640 | $248K |
| Profund Advisors LLC | 0.01% | Reduce -2.1% | 2,600 | $244K |
| Trueblood Wealth Management, LLC | 0.12% | Reduce -14.5% | 2,595 | $244K |
| Forum Financial Management, LP | 0.00% | Reduce -0.4% | 2,588 | $243K |
| IFP Advisors, Inc | 0.01% | Reduce -9.7% | 2,565 | $241K |
| Synovus Financial Corp. | 0.00% | No change | 2,550 | $239K |
| Greenleaf Trust | 0.00% | Reduce -0.2% | 2,541 | $239K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.3% | 2,522 | $237K |
| Gsa Capital Partners LLP | 0.02% | New | 2,506 | $235K |
| Origin Asset Management LLP | 0.11% | No change | 2,460 | $231K |
| Financial Counselors Inc. | 0.00% | No change | 2,433 | $228K |
| Essex Financial Services, Inc. | 0.02% | New | 2,270 | $228K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 2,198 | $228K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,370 | $222K |
| NewEdge Advisors, LLC | 0.00% | Add +1071.3% | 2,366 | $222K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -6.5% | 2,363 | $222K |
| Icon Wealth Advisors, LLC | 0.02% | New | 2,362 | $222K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 2,350 | $221K |
| Trust Point Inc. | 0.02% | New | 2,348 | $220K |
| Metis Global Partners, LLC | 0.01% | Reduce -8.8% | 2,340 | $220K |
| Savant Capital, LLC | 0.00% | New | 2,334 | $219K |
| Blair William & Co. | 0.00% | New | 2,322 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,301 | $216K |
| Country Trust Bank | 0.01% | No change | 2,250 | $211K |
| Bayesian Capital Management, LP | 0.02% | New | 2,205 | $207K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.6% | 2,154 | $202K |
| Quadrant Capital Group LLC | 0.01% | Add +6.4% | 1,922 | $180K |
| State of Wyoming | 0.02% | Add +8.8% | 1,771 | $166K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.3% | 1,700 | $160K |
| SG Americas Securities, LLC | 0.00% | Reduce -90.8% | 1,686 | $158K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.7% | 1,592 | $149K |
| Principal Securities, Inc. | 0.00% | Reduce -9.5% | 1,492 | $140K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $138K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Add +0.4% | 1,388 | $130K |
| Hilltop National Bank | 0.04% | No change | 1,250 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Add +148.1% | 1,201 | $113K |
| Signaturefd, LLC | 0.00% | Add +2.1% | 1,021 | $96K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -80.3% | 978 | $92K |
| UMB Bank, n.a. | 0.00% | Add +36.6% | 870 | $82K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.9% | 809 | $76K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +3.9% | 765 | $72K |
| Rothschild Investment LLC | 0.00% | No change | 765 | $72K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.4% | 731 | $69K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 730 | $69K |
| Venturi Wealth Management, LLC | 0.00% | Add +7.0% | 720 | $68K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.0% | 675 | $63K |
| Huntington National Bank | 0.00% | Reduce -8.0% | 631 | $59K |
| Mather Group, Llc. | 0.00% | Reduce -26.7% | 617 | $58K |
| Montag A & Associates Inc. | 0.00% | No change | 585 | $55K |
| GAMMA Investing LLC | 0.00% | Add +27.7% | 503 | $47K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -83.2% | 490 | $46K |
| Park Place Capital Corp | 0.01% | No change | 475 | $45K |
| GeoWealth Management, LLC | 0.00% | New | 443 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Add +41.4% | 417 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -31.2% | 411 | $39K |
| Lindbrook Capital, LLC | 0.00% | Add +0.8% | 389 | $37K |
| Waldron Private Wealth LLC | 0.00% | New | 363 | $34K |
| Quent Capital, LLC | 0.00% | No change | 354 | $33K |
| Whittier Trust Co. | 0.00% | No change | 336 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 322 | $30K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $30K |
| Arax Advisory Partners | 0.00% | Add +30.4% | 317 | $30K |
| Versant Capital Management, Inc | 0.01% | Add +1.6% | 312 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 300 | $28K |
| Alpine Bank Wealth Management | 0.00% | — | 284 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +42.0% | 284 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 277 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 269 | $25K |
| Riverview Trust Co | 0.02% | No change | 225 | $21K |
| Planning Capital Management Corp | 0.01% | No change | 224 | $21K |
| Hemington Wealth Management | 0.01% | New | 209 | $21K |
| Bessemer Group Inc. | 0.00% | Reduce -14.9% | 211 | $20K |
| Smithfield Trust Co | 0.00% | New | 206 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -33.3% | 200 | $19K |
| Sandy Spring Bank | 0.00% | No change | 198 | $19K |
| Allworth Financial LP | 0.00% | Add +2.2% | 186 | $17K |
| Covestor Ltd | 0.01% | Add +1.2% | 172 | $16K |
| Fortitude Family Office, LLC | 0.01% | Add +6.8% | 157 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $14K |
| Eagle Bay Advisors LLC | 0.00% | No change | 136 | $13K |
| Manchester Capital Management LLC | 0.00% | No change | 135 | $13K |
| J.Safra Asset Management Corp | 0.00% | New | 121 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.9% | 103 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -40.7% | 105 | $10K |
| Creative Financial Designs Inc. | 0.00% | Reduce -24.0% | 95 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -40.5% | 94 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.4% | 92 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 90 | $8K |
| First Financial Corp. | 0.00% | No change | 88 | $8K |
| Private Trust Co. NA | 0.00% | Reduce -12.1% | 87 | $8K |
| Wolff Wiese Magana LLC | 0.00% | New | 74 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -33.0% | 67 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 67 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 53 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 52 | $5K |
| Sachetta, LLC | 0.00% | No change | 49 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -14.0% | 49 | $5K |
| Continuum Advisory, LLC | 0.00% | Add +89.5% | 36 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -50.0% | 43 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | New | 42 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 42 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 40 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 35 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +18.5% | 32 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -3.0% | 32 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 25 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -52.8% | 25 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +4.5% | 23 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 18 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $2K |
| 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% | No change | 9 | $757 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 8 | $751 |
| AlphaQuest LLC | 0.00% | New | 7 | $657 |
| Bokf, NA | 0.00% | No change | 4 | $379 |
| WR Wealth Planners, LLC | 0.00% | No change | 4 | $376 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $189 |
| Brooklyn Investment Group | 0.00% | New | 1 | $94 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $94 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.