Stifel FinancialSF
13F holders, Q2 2025 (June 30)488holders −35
49new positions
83sold out
7famous investors
$103.78avg. 13F price*
At the end of Q2 2025, 488 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, down 35 from Q1 2025. 49 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($975.4M) and FMR LLC ($931.7M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $173.2M |
| Exits | 83 | $142.4M |
All 13F filers, Q1 2025 → Q2 2025: 8,369,521 shares bought and 8,215,224 shares sold, net +154,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.3% | 10,377,355 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.2% | 9,398,361 | $975.4M |
| FMR LLC | 0.05% | Reduce -5.4% | 8,977,526 | $931.7M |
| State Street Corp. | 0.01% | Reduce -2.4% | 3,157,848 | $327.7M |
| Wellington Management Group LLP | 0.06% | Add +22.4% | 3,032,749 | $314.7M |
| Earnest Partners LLC | 1.37% | Add +0.2% | 2,921,222 | $303.2M |
| Boston Partners | 0.27% | Add +2727.0% | 2,326,249 | $241.5M |
| Stifel Financial Corp. | 0.23% | Reduce -3.6% | 2,310,275 | $239.8M |
| Capital Research Global Investors | 0.05% | Reduce -13.9% | 2,245,759 | $233.1M |
| Alliancebernstein L.P. | 0.07% | Reduce -10.1% | 2,054,938 | $213.3M |
| Millennium Management | 0.19% | Add +204.4% | 1,998,005 | $207.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,797,528 | $186.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +11.6% | 1,691,605 | $175.6M |
| Morgan Stanley | 0.01% | Reduce -23.9% | 1,528,910 | $158.7M |
| Norges Bank | 0.02% | Add +1.3% | 1,381,548 | $143.4M |
| Invesco Ltd. | 0.02% | Add +12.9% | 1,368,457 | $142.0M |
| Fisher Asset Management | 0.05% | Reduce -8.7% | 1,269,850 | $131.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.1% | 1,197,856 | $124.3M |
| AQR Capital Management | 0.10% | Reduce -15.3% | 1,171,472 | $121.6M |
| Macquarie Group Ltd. | 0.15% | Reduce -1.5% | 1,157,021 | $120.1M |
| Northern Trust Corp. | 0.02% | Reduce -2.8% | 1,104,888 | $114.7M |
| Bank of America Corp. | 0.01% | Reduce -7.5% | 1,099,142 | $114.1M |
| GW&K Investment Management, LLC | 0.96% | Reduce -3.3% | 1,032,702 | $107.2M |
| Alyeska Investment Group, L.P. | 0.37% | New | 997,899 | $103.6M |
| Marshall Wace, LLP | 0.12% | Reduce -17.8% | 992,004 | $103.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.1% | 955,099 | $99.1M |
| Channing Capital Management, LLC | 2.56% | Add +7.4% | 885,441 | $91.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -6.6% | 831,631 | $86.3M |
| Victory Capital Management Inc. | 0.05% | Add +791.8% | 773,702 | $80.3M |
| Fuller & Thaler Asset Management, Inc. | 0.26% | Reduce -47.8% | 681,134 | $70.7M |
| Silvercrest Asset Management Group LLC | 0.46% | Reduce -15.7% | 665,731 | $69.1M |
| New York State Common Retirement Fund | 0.09% | Add +3.0% | 647,652 | $67.2M |
| Fiera Capital Corp | 0.22% | Reduce -1.3% | 617,855 | $64.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.5% | 518,804 | $53.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 494,728 | $51.3M |
| Hotchkis & Wiley Capital Management LLC | 0.16% | Add +17.4% | 474,559 | $49.2M |
| Balyasny Asset Management L.P. | 0.11% | Add +21.4% | 458,185 | $47.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +42.5% | 440,811 | $45.7M |
| Walleye Capital LLC | 0.47% | Add +59.0% | 436,350 | $45.3M |
| Systematic Financial Management LP | 1.16% | Add +1.3% | 418,682 | $43.5M |
| Kennedy Capital Management LLC | 1.01% | Add +2.7% | 409,577 | $42.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.40% | New | 405,548 | $42.1M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 316,986 | $32.9M |
| LSV Asset Management | 0.07% | Reduce -47.1% | 293,102 | $30.4M |
| Retirement Systems of Alabama | 0.11% | Add +0.4% | 292,803 | $30.4M |
| Barclays PLC | 0.01% | Add +188.4% | 277,086 | $28.8M |
| Rhumbline Advisers | 0.02% | Reduce -0.5% | 266,756 | $27.7M |
| Nuveen, LLC | 0.01% | Reduce -13.0% | 263,562 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -38.6% | 244,909 | $25.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.6% | 243,677 | $25.3M |
| Sei Investments Co. | 0.03% | Reduce -14.5% | 242,978 | $25.2M |
| Glenmede Investment Management, LP | 0.11% | — | 216,911 | $22.5M |
| State of Wisconsin Investment Board | 0.05% | Reduce -1.6% | 204,707 | $21.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +191.4% | 204,000 | $21.2M |
| Swiss National Bank | 0.01% | No change | 198,213 | $20.6M |
| Ancora Advisors LLC | 0.43% | Add +45.1% | 197,212 | $20.5M |
| Legal & General Group Plc | 0.01% | Add +0.4% | 196,266 | $20.4M |
| Prana Capital Management, LP | 0.72% | Add +48.8% | 191,986 | $19.9M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 185,232 | $19.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -55.5% | 184,086 | $19.1M |
| UBS Group AG | 0.00% | Reduce -17.1% | 183,602 | $19.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.08% | Reduce -13.3% | 173,107 | $18.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +0.8% | 162,811 | $16.9M |
| Peregrine Capital Management LLC | 0.49% | Add +1.7% | 157,218 | $16.3M |
| Raymond James Financial Inc. | 0.01% | Add +36.6% | 153,997 | $16.0M |
| Access Investment Management LLC | 4.21% | — | 142,472 | $14.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.18% | Reduce -66.6% | 139,203 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 138,737 | $14.4M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -56.8% | 136,436 | $14.2M |
| New York State Teachers Retirement System | 0.03% | No change | 136,245 | $14.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.3% | 128,895 | $13.4M |
| First Trust Advisors LP | 0.01% | Add +86.5% | 128,630 | $13.3M |
| Crestwood Advisors Group, LLC | 0.24% | Add +0.1% | 127,406 | $13.2M |
| Lazard Asset Management LLC | 0.02% | Reduce -3.9% | 121,067 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 112,927 | $11.7M |
| Moran Wealth Management, LLC | 0.35% | Add +1.1% | 109,344 | $11.3M |
| Axiom Investors LLC | 0.09% | Reduce -22.5% | 109,093 | $11.3M |
| Agf Management Ltd. | 0.05% | Reduce -4.1% | 108,179 | $11.2M |
| Heartland Advisors Inc. | 0.62% | Reduce -0.3% | 106,735 | $11.1M |
| EULAV Asset Management | 0.25% | No change | 104,422 | $10.8M |
| Algebris (uk) Ltd. | 1.74% | Add +68.2% | 103,975 | $10.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -1.6% | 100,177 | $10.4M |
| Schroder Investment Management Group | 0.01% | Add +9.7% | 96,927 | $10.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.6% | 93,351 | $9.8M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 94,658 | $9.8M |
| Mutual of America Capital Management LLC | 0.10% | Add +0.2% | 91,761 | $9.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.0% | 90,822 | $9.4M |
| Citadel Advisors | 0.01% | Reduce -70.8% | 85,885 | $8.9M |
| Castleark Management LLC | 0.26% | Add +12.0% | 84,410 | $8.8M |
| Trillium Asset Management, LLC | 0.22% | Reduce -4.4% | 78,735 | $8.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.9% | 77,916 | $8.1M |
| STRS Ohio | 0.03% | Add +0.2% | 77,465 | $8.0M |
| Teacher Retirement System of Texas | 0.03% | Reduce -5.7% | 74,440 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -9.3% | 73,236 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.9% | 72,578 | $7.5M |
| Oppenheimer Asset Management Inc. | 0.09% | Reduce -2.1% | 71,988 | $7.5M |
| Curi Capital, LLC | 0.14% | Add +6.2% | 70,148 | $7.3M |
| Interval Partners, LP | 0.16% | Add +547.1% | 68,860 | $7.1M |
| Algert Global LLC | 0.15% | Add +25.4% | 68,202 | $7.1M |
| Quantinno Capital Management LP | 0.03% | Reduce -4.2% | 67,785 | $7.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.3% | 65,894 | $6.8M |
| LPL Financial LLC | 0.00% | Add +4.2% | 65,312 | $6.8M |
| Bank of Montreal | 0.00% | Add +2.8% | 65,155 | $6.8M |
| Renaissance Technologies | 0.01% | Add +72.1% | 63,515 | $6.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -5.0% | 62,754 | $6.5M |
| American Century Companies Inc. | 0.00% | Reduce -18.3% | 61,440 | $6.4M |
| Maltese Capital Management LLC | 0.90% | No change | 61,400 | $6.4M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -64.1% | 60,815 | $6.3M |
| Harbor Capital Advisors, Inc. | 0.25% | Add +12.6% | 58,486 | $6.1M |
| Brandywine Oak Private Wealth LLC | 0.56% | Reduce -1.7% | 58,307 | $6.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.5% | 55,269 | $5.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +7.8% | 52,400 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -2.7% | 51,250 | $5.3M |
| Dana Investment Advisors, Inc. | 0.17% | Reduce -0.3% | 50,772 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.0% | 49,437 | $5.1M |
| 1492 Capital Management LLC | 2.37% | Reduce -1.8% | 49,366 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -11.0% | 49,093 | $5.1M |
| US Bancorp \de | 0.01% | Reduce -6.6% | 48,583 | $5.0M |
| Amalgamated Bank | 0.04% | Add +0.1% | 46,755 | $4.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.7% | 46,667 | $4.8M |
| Lighthouse Investment Partners, LLC | 0.21% | New | 46,199 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Add +0.1% | 45,663 | $4.7M |
| ExodusPoint Capital Management, LP | 0.06% | New | 45,549 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +2.7% | 45,155 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.6% | 44,634 | $4.6M |
| Verition Fund Management LLC | 0.03% | Add +199.0% | 43,174 | $4.5M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 42,163 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +12.6% | 41,887 | $4.3M |
| Comerica Bank | 0.02% | Add +0.7% | 41,641 | $4.3M |
| New Age Alpha Advisors, LLC | 0.19% | Add +54.6% | 41,606 | $4.3M |
| Regions Financial Corp. | 0.03% | Add +29.3% | 41,277 | $4.3M |
| AXA S.A. | 0.01% | Add +88.4% | 40,836 | $4.2M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -0.4% | 39,240 | $4.1M |
| Acadian Asset Management LLC | 0.01% | Reduce -40.7% | 38,952 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +3.7% | 38,410 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -2.9% | 38,241 | $4.0M |
| Beverly Hills Private Wealth, LLC | 0.72% | Add +5.5% | 36,582 | $3.8M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.2% | 36,312 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.4% | 35,429 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -33.0% | 35,111 | $3.6M |
| Zions Bancorporation, National Association | 0.19% | Add +0.1% | 34,695 | $3.6M |
| First National Bank of Omaha | 0.23% | Add +2.4% | 34,563 | $3.6M |
| Great Lakes Advisors, LLC | 0.03% | Add +733.9% | 34,016 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.5% | 33,419 | $3.5M |
| Amundi | 0.00% | Add +51.0% | 31,906 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.4% | 32,962 | $3.4M |
| Stanley-Laman Group, Ltd. | 0.51% | Reduce -6.5% | 32,783 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -10.5% | 32,296 | $3.4M |
| Man Group plc | 0.01% | Add +35.8% | 32,029 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +6.6% | 31,970 | $3.3M |
| Boothbay Fund Management, LLC | 0.10% | New | 31,690 | $3.3M |
| Covenant Asset Management, LLC | 0.65% | New | 30,376 | $3.2M |
| Arizona State Retirement System | 0.02% | Add +3.1% | 30,280 | $3.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 30,056 | $3.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -86.2% | 30,027 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 29,552 | $3.1M |
| Palisades Investment Partners, LLC | 1.33% | Reduce -2.7% | 29,341 | $3.0M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.1% | 28,900 | $3.0M |
| Creative Planning | 0.00% | Add +36.3% | 28,116 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -5.1% | 27,933 | $2.9M |
| Assetmark, Inc. | 0.01% | Reduce -2.4% | 27,823 | $2.9M |
| Ieq Capital, LLC | 0.02% | Reduce -64.7% | 27,377 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -13.9% | 27,200 | $2.8M |
| Sit Investment Associates Inc. | 0.06% | No change | 27,095 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -91.3% | 26,649 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.1% | 26,394 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -12.7% | 25,208 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 25,032 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -57.9% | 24,824 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -5.1% | 24,803 | $2.6M |
| State of Michigan Retirement System | 0.01% | Add +0.8% | 24,687 | $2.6M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -66.0% | 24,551 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.9% | 24,295 | $2.5M |
| Wedge Capital Management L L P | 0.04% | Add +7.4% | 24,234 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.1% | 23,212 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +1.0% | 22,937 | $2.4M |
| EFG Asset Management (North America) Corp. | 0.32% | Reduce -21.4% | 21,989 | $2.3M |
| New Mexico Educational Retirement Board | 0.07% | No change | 21,500 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -13.2% | 21,450 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 21,263 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +1.4% | 21,052 | $2.2M |
| Voleon Capital Management LP | 0.12% | Add +70.2% | 20,440 | $2.1M |
| Prescott Group Capital Management, L.L.C. | 0.25% | No change | 20,326 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.4% | 19,631 | $2.0M |
| Fifth Third Bancorp | 0.01% | Reduce -0.6% | 19,544 | $2.0M |
| Calamos Advisors LLC | 0.01% | Add +53.4% | 19,258 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +2.1% | 19,136 | $2.0M |
| Tributary Capital Management, LLC | 0.17% | Add +3.7% | 18,596 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +4.3% | 18,577 | $1.9M |
| First Financial Bankshares Inc | 0.04% | Add +4.6% | 18,033 | $1.9M |
| Entropy Technologies, LP | 0.15% | Reduce -30.1% | 17,732 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -10.0% | 17,393 | $1.8M |
| Commerce Bank | 0.01% | Reduce -1.4% | 16,980 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Reduce -2.1% | 16,672 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -1.4% | 16,602 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +11.4% | 16,468 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.3% | 16,441 | $1.7M |
| Twin Capital Management Inc. | 0.18% | Add +2.2% | 16,131 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 16,081 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +5.5% | 16,066 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.5% | 15,571 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -7.9% | 15,067 | $1.6M |
| Quantum Private Wealth, LLC | 0.50% | No change | 14,901 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 14,700 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +13.0% | 14,656 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +37.3% | 14,562 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +15.5% | 14,344 | $1.5M |
| Bridgewater Associates | 0.01% | Reduce -76.7% | 13,767 | $1.4M |
| PMC FIG Opportunities LLC | 2.10% | New | 13,619 | $1.4M |
| DRW Securities, LLC | 0.10% | New | 13,547 | $1.4M |
| Delphi Management Inc. | 1.33% | Reduce -3.2% | 13,254 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.6% | 12,487 | $1.4M |
| HRT Financial LP | 0.01% | Add +182.2% | 13,074 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -53.8% | 13,038 | $1.4M |
| AlphaQuest LLC | 0.13% | Reduce -52.0% | 12,575 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 12,394 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.4% | 12,021 | $1.2M |
| Gator Capital Management, LLC | 0.39% | No change | 12,000 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.0% | 11,815 | $1.2M |
| Diversified Trust Co. | 0.03% | Reduce -0.1% | 11,779 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.4% | 11,500 | $1.2M |
| Xponance LLC | 0.01% | Reduce -2.7% | 11,429 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.1% | 11,248 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,875 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +16.7% | 10,723 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -38.9% | 10,700 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -46.0% | 10,580 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -43.9% | 10,497 | $1.1M |
| Dark Forest Capital Management LP | 0.04% | Reduce -16.1% | 10,328 | $1.1M |
| JBF Capital, Inc. | 0.17% | No change | 10,000 | $1.0M |
| Bank of New Hampshire | 0.25% | Add +1.1% | 9,639 | $1.0M |
| Aquatic Capital Management LLC | 0.02% | Reduce -73.3% | 9,384 | $974K |
| AMG National Trust Bank | 0.03% | Add +0.2% | 9,377 | $973K |
| Plancorp, LLC | 0.03% | Reduce -0.1% | 9,192 | $954K |
| Cinctive Capital Management LP | 0.05% | Add +13.4% | 8,950 | $929K |
| Wbi Investments, LLC | 0.24% | New | 8,944 | $928K |
| First National Advisers, LLC | 0.13% | Add +6.2% | 8,318 | $863K |
| Sanctuary Advisors, LLC | 0.01% | Add +3.0% | 8,190 | $850K |
| Synovus Financial Corp. | 0.01% | Add +2.0% | 8,138 | $845K |
| Hancock Whitney Corp. | 0.02% | Add +1.1% | 7,921 | $822K |
| Meritage Portfolio Management | 0.05% | Reduce -5.1% | 7,891 | $819K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.7% | 7,857 | $815K |
| Securian Asset Management, Inc. | 0.02% | Add +1.3% | 7,837 | $813K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.6% | 7,637 | $793K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.2% | 7,484 | $777K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.5% | 7,409 | $769K |
| PEAK6 LLC | 0.03% | New | 7,372 | $765K |
| &partners | 0.01% | Add +33.0% | 7,275 | $754K |
| Pallas Capital Advisors LLC | 0.03% | Add +6.1% | 7,007 | $727K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +1.1% | 6,825 | $708K |
| Sterling Capital Management LLC | 0.01% | Add +22.1% | 6,737 | $699K |
| Fiduciary Trust Co | 0.01% | Reduce -1.4% | 6,561 | $681K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.8% | 6,551 | $680K |
| Vestcor Inc | 0.02% | No change | 6,476 | $672K |
| Haven Private, LLC | 0.30% | Add +7.1% | 6,449 | $669K |
| Tidal Investments LLC | 0.00% | Add +82.7% | 6,419 | $666K |
| Edmp, Inc. | 0.56% | Reduce -5.9% | 6,357 | $660K |
| Pitcairn Co. | 0.04% | Reduce -5.9% | 6,350 | $659K |
| Private Advisor Group, LLC | 0.00% | New | 6,345 | $658K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 6,309 | $655K |
| TD Asset Management Inc | 0.00% | Reduce -0.3% | 6,188 | $642K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 6,000 | $623K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.3% | 5,946 | $617K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,836 | $606K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 5,773 | $599K |
| Merit Financial Group, LLC | 0.01% | Reduce -52.2% | 5,754 | $597K |
| Studio Investment Management LLC | 0.12% | Reduce -1.9% | 5,738 | $595K |
| GAMMA Investing LLC | 0.04% | Add +24.9% | 5,630 | $584K |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.5% | 5,561 | $577K |
| Radnor Capital Management, LLC | 0.09% | Add +16.3% | 5,532 | $574K |
| Connable Office Inc. | 0.06% | No change | 5,401 | $561K |
| Utah Retirement Systems | 0.01% | No change | 5,300 | $550K |
| Essential Partners LLC | 0.22% | — | 5,206 | $540K |
| Trust Point Inc. | 0.05% | Reduce -32.7% | 5,093 | $529K |
| Panagora Asset Management Inc. | 0.00% | Add +13.5% | 5,041 | $523K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 4,927 | $511K |
| Yorktown Management & Research Co Inc | 0.49% | No change | 4,900 | $509K |
| Detalus Advisors, LLC | 0.15% | No change | 4,892 | $508K |
| Caxton Associates LLP | 0.01% | No change | 4,800 | $498K |
| XTX Topco Ltd | 0.02% | Reduce -34.9% | 4,762 | $494K |
| Pacer Advisors, Inc. | 0.00% | New | 4,744 | $492K |
| Persistent Asset Partners Ltd | 0.43% | New | 4,691 | $487K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -15.6% | 4,683 | $486K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,639 | $481K |
| ProShare Advisors LLC | 0.00% | Add +4.6% | 4,555 | $473K |
| Readystate Asset Management LP | 0.04% | New | 4,493 | $466K |
| Larson Financial Group LLC | 0.02% | Add +1.1% | 4,476 | $465K |
| Rehmann Capital Advisory Group | 0.03% | Add +14.0% | 4,437 | $461K |
| Whitener Capital Management, Inc. | 0.12% | Reduce -6.0% | 4,350 | $451K |
| Blair William & Co. | 0.00% | Add +85.1% | 4,299 | $446K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.9% | 4,290 | $445K |
| Simplex Trading, LLC | 0.01% | Add +451.3% | 4,289 | $445K |
| Keybank National Association | 0.00% | New | 4,242 | $440K |
| Shell Asset Management Co. | 0.02% | Reduce -14.5% | 4,204 | $436K |
| Quadrant Capital Group LLC | 0.02% | Reduce -17.4% | 4,152 | $431K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.7% | 4,085 | $424K |
| CI Investments Inc. | 0.00% | Reduce -3.2% | 4,018 | $417K |
| Summit Financial, LLC | 0.01% | Reduce -25.0% | 3,949 | $410K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +1.3% | 3,911 | $406K |
| Covenant Partners, LLC | 0.12% | No change | 3,872 | $402K |
| Fulton Bank, N.A. | 0.01% | Reduce -20.8% | 3,804 | $395K |
| Visionary Wealth Advisors | 0.02% | Add +19.0% | 3,792 | $394K |
| Farringdon Capital, Ltd. | 0.13% | New | 3,678 | $382K |
| Shelton Capital Management | 0.01% | No change | 3,675 | $381K |
| Engineers Gate Manager LP | 0.00% | Reduce -87.9% | 3,600 | $374K |
| Osaic Holdings, Inc. | 0.00% | Add +84.2% | 3,706 | $370K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 3,545 | $368K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -70.8% | 3,508 | $364K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.9% | 3,503 | $364K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.2% | 3,489 | $362K |
| First Fiduciary Investment Counsel, Inc. | 0.07% | No change | 3,450 | $358K |
| Ethic Inc. | 0.01% | Reduce -44.9% | 3,424 | $355K |
| Sowell Financial Services LLC | 0.01% | Add +2.2% | 3,379 | $351K |
| Intrust Bank NA | 0.03% | Add +10.4% | 3,369 | $350K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.8% | 3,337 | $346K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -37.6% | 3,314 | $344K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 2,562 | $344K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 3,275 | $340K |
| CIBC Asset Management Inc | 0.00% | No change | 3,255 | $338K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 3,220 | $334K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -1.0% | 3,171 | $329K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.9% | 3,099 | $322K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -80.9% | 3,042 | $316K |
| HCR Wealth Advisors | 0.04% | No change | 3,038 | $315K |
| Vident Advisory, LLC | 0.00% | Add +6.0% | 3,016 | $313K |
| Busey Bank | 0.01% | No change | 3,006 | $312K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.1% | 3,003 | $312K |
| Machina Capital S.A.S. | 0.06% | Reduce -6.8% | 2,960 | $307K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.0% | 2,917 | $303K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.6% | 2,890 | $300K |
| Blue Trust, Inc. | 0.00% | Reduce -17.0% | 2,876 | $298K |
| Syon Capital LLC | 0.02% | New | 2,874 | $298K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +12.8% | 2,825 | $293K |
| KBC Group NV | 0.00% | Reduce -40.7% | 2,819 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.6% | 2,809 | $291K |
| M&T Bank Corp | 0.00% | Reduce -0.1% | 2,803 | $291K |
| Stephens Inc. | 0.00% | No change | 2,795 | $290K |
| Integrated Advisors Network LLC | 0.01% | Add +19.8% | 2,777 | $288K |
| Clearstead Advisors, LLC | 0.00% | Reduce -22.4% | 2,762 | $287K |
| First Commonwealth Financial Corp | 0.06% | No change | 2,747 | $285K |
| Smith, Moore & Co. | 0.02% | Reduce -4.0% | 2,707 | $281K |
| ETF Store, Inc. | 0.32% | No change | 2,672 | $277K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,671 | $277K |
| Greenleaf Trust | 0.00% | Reduce -3.6% | 2,657 | $276K |
| Midwest Trust Co | 0.00% | — | 2,645 | $274K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -8.5% | 2,553 | $265K |
| Sherbrooke Park Advisers LLC | 0.11% | Reduce -77.9% | 2,541 | $264K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -64.8% | 2,525 | $262K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.9% | 2,492 | $259K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -96.7% | 2,489 | $258K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +1.4% | 2,464 | $256K |
| Ritholtz Wealth Management | 0.01% | Reduce -21.2% | 2,456 | $255K |
| Formidable Asset Management, LLC | 0.04% | No change | 2,700 | $255K |
| HB Wealth Management, LLC | 0.00% | Reduce -34.5% | 2,443 | $254K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,442 | $253K |
| Essex Financial Services, Inc. | 0.02% | Add +2.8% | 2,431 | $252K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.4% | 2,395 | $249K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 2,182 | $244K |
| Old National Bancorp | 0.00% | New | 2,341 | $243K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.7% | 2,338 | $243K |
| US Asset Management LLC | 0.21% | Reduce -2.3% | 2,294 | $238K |
| Profund Advisors LLC | 0.01% | Reduce -5.2% | 2,290 | $238K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 2,278 | $236K |
| Country Trust Bank | 0.01% | No change | 2,250 | $234K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,230 | $231K |
| Princeton Capital Management LLC | 0.07% | New | 2,200 | $228K |
| Ballentine Partners, LLC | 0.00% | New | 2,150 | $223K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -1.5% | 2,124 | $220K |
| Compound Planning, Inc. | 0.01% | New | 2,109 | $219K |
| Trueblood Wealth Management, LLC | 0.09% | Reduce -4.3% | 2,100 | $218K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | No change | 2,080 | $216K |
| Drive Wealth Management, LLC | 0.05% | New | 2,078 | $216K |
| Winebrenner Capital Management LLC | 0.17% | New | 2,040 | $212K |
| Hilltop Holdings Inc. | 0.01% | New | 2,039 | $212K |
| Waverly Advisors, LLC | 0.00% | New | 2,029 | $211K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 1,786 | $185K |
| Danske Bank A/S | 0.00% | Reduce -92.8% | 1,685 | $175K |
| UMB Bank, n.a. | 0.00% | Add +0.3% | 1,627 | $169K |
| Hilltop National Bank | 0.04% | — | 1,506 | $156K |
| Principal Securities, Inc. | 0.00% | Reduce -8.3% | 1,505 | $156K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,489 | $153K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | Add +0.5% | 1,407 | $146K |
| Signaturefd, LLC | 0.00% | Reduce -39.1% | 1,351 | $140K |
| State of Wyoming | 0.02% | Reduce -59.5% | 1,306 | $136K |
| TD Private Client Wealth LLC | 0.00% | Reduce -45.1% | 1,303 | $135K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -63.1% | 1,220 | $127K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.6% | 1,158 | $120K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.4% | 1,087 | $113K |
| Versant Capital Management, Inc | 0.02% | Add +5.7% | 1,068 | $111K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,048 | $109K |
| Covestor Ltd | 0.06% | Add +63.2% | 1,041 | $108K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,011 | $105K |
| Brooklyn Investment Group | 0.01% | Add +409.1% | 1,008 | $105K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +106.8% | 974 | $101K |
| Rothschild Investment LLC | 0.01% | Add +0.6% | 785 | $81K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -2.9% | 739 | $77K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 730 | $76K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 723 | $75K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.7% | 616 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 585 | $61K |
| Bessemer Group Inc. | 0.00% | Add +17.9% | 579 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 553 | $57K |
| Arax Advisory Partners | 0.00% | Add +191.8% | 531 | $55K |
| Allworth Financial LP | 0.00% | Add +43.6% | 484 | $50K |
| Headlands Technologies LLC | 0.01% | Reduce -85.4% | 483 | $50K |
| Park Place Capital Corp | 0.01% | No change | 475 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.8% | 466 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 465 | $48K |
| Caldwell Trust Co | 0.00% | New | 450 | $47K |
| Huntington National Bank | 0.00% | Reduce -14.6% | 444 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -64.5% | 415 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +5528.6% | 394 | $41K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.4% | 358 | $37K |
| Whittier Trust Co. | 0.00% | No change | 336 | $35K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $33K |
| Jones Financial Companies LLLP | 0.00% | Add +25.8% | 317 | $33K |
| Optiver Holding B.V. | 0.00% | Add +1.6% | 310 | $32K |
| Hemington Wealth Management | 0.00% | Add +7.9% | 300 | $31K |
| Alpine Bank Wealth Management | 0.00% | No change | 284 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 277 | $29K |
| Lanark Financial, Inc. | 0.00% | No change | 279 | $28K |
| Osterweis Capital Management Inc. | 0.00% | New | 212 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 207 | $21K |
| MAI Capital Management | 0.00% | Add +121.5% | 206 | $21K |
| Fortitude Family Office, LLC | 0.01% | Add +10.9% | 163 | $17K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -25.0% | 150 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $15K |
| Creative Financial Designs Inc. | 0.00% | Reduce -21.0% | 143 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -20.2% | 134 | $14K |
| Dogwood Wealth Management LLC | 0.01% | New | 124 | $13K |
| J.Safra Asset Management Corp | 0.00% | Reduce -30.0% | 126 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.7% | 100 | $10K |
| NewSquare Capital LLC | 0.00% | Reduce -17.6% | 98 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 94 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 94 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -43.0% | 86 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +10.4% | 85 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 76 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +9.6% | 80 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 67 | $7K |
| First Pacific Financial | 0.00% | Add +195.4% | 65 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 60 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -32.2% | 59 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +29.6% | 57 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 56 | $6K |
| WealthCollab, LLC | 0.00% | New | 51 | $5K |
| North Star Investment Management Corp. | 0.00% | Add +2.1% | 48 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 47 | $5K |
| Webster Bank, N. A. | 0.00% | New | 42 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -47.9% | 37 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 32 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 28 | $3K |
| Sachetta, LLC | 0.00% | Add +160.0% | 26 | $3K |
| Bokf, NA | 0.00% | No change | 26 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.2% | 23 | $2K |
| High Note Wealth, LLC | 0.00% | New | 20 | $2K |
| CVA Family Office, LLC | 0.00% | New | 17 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 16 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 16 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +7.1% | 15 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -59.5% | 15 | $2K |
| Spire Wealth Management | 0.00% | New | 15 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +9.1% | 12 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 12 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 12 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | New | 11 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 11 | $1K |
| Cromwell Holdings LLC | 0.00% | New | 10 | $1K |
| Kilter Group LLC | 0.00% | New | 10 | $1K |
| Avion Wealth | 0.00% | New | 10 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 9 | $934 |
| Bare Financial Services, Inc | 0.00% | No change | 8 | $830 |
| Stephens Consulting, LLC | 0.00% | New | 7 | $727 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -79.4% | 7 | $727 |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $726 |
| AdvisorNet Financial, Inc | 0.00% | Add +250.0% | 7 | $726 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $623 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $518 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $415 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $212 |
| Activest Wealth Management | 0.00% | Reduce -93.1% | 2 | $208 |
| American Capital Advisory, LLC | 0.00% | Reduce -83.3% | 1 | $104 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $104 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $104 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $104 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.