Servisfirst BancsharesSFBS
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 304 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 13 from Q4 2024. 37 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($645.9M), Vanguard Group Inc. ($487.5M) and State Street Corp. ($204.6M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Servisfirst Bancshares Inc.
- CUSIP
- 81768T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $26.3M |
| Exits | 25 | $20.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,509,575 shares bought and 1,933,995 shares sold, net +575,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| BlackRock, Inc. | 0.01% | Reduce -1.3% | 7,819,680 | $645.9M |
| Vanguard Group Inc. | 0.01% | Add +3.3% | 5,902,237 | $487.5M |
| State Street Corp. | 0.01% | Reduce -6.5% | 2,476,640 | $204.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.47% | Reduce -5.2% | 2,349,747 | $194.1M |
| Champlain Investment Partners, LLC | 1.33% | Add +68.9% | 2,217,351 | $183.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.7% | 1,181,693 | $97.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.1% | 1,124,976 | $92.9M |
| Victory Capital Management Inc. | 0.09% | Add +25.1% | 1,072,614 | $88.6M |
| Principal Financial Group Inc. | 0.05% | Add +0.3% | 1,056,878 | $87.3M |
| Welch Group, LLC | 3.51% | Reduce -5.9% | 974,185 | $79.8M |
| Stonegate Investment Group, LLC | 2.08% | Reduce -0.9% | 939,118 | $77.6M |
| Davis Asset Management, L.P. | 2.62% | No change | 763,562 | $63.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.5% | 714,466 | $59.0M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 642,011 | $53.0M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 623,242 | $51.5M |
| Norges Bank | 0.01% | Add +5.2% | 589,235 | $48.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.5% | 539,480 | $44.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 455,877 | $37.7M |
| Wasatch Advisors LP | 0.21% | Reduce -28.8% | 450,653 | $37.2M |
| Bragg Financial Advisors, Inc | 1.42% | Add +1.4% | 417,722 | $34.5M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 388,974 | $32.1M |
| Deprince Race & Zollo Inc. | 0.63% | Reduce -21.4% | 369,108 | $30.5M |
| JARISLOWSKY, FRASER Ltd | 0.16% | Reduce -4.6% | 302,146 | $25.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.7% | 299,674 | $24.8M |
| Creative Planning | 0.02% | Add +287.9% | 243,138 | $20.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.8% | 213,684 | $17.7M |
| Sei Investments Co. | 0.02% | Add +54.2% | 174,625 | $14.4M |
| Ceredex Value Advisors LLC | 0.31% | Add +21.5% | 169,550 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 164,414 | $13.6M |
| Public Sector Pension Investment Board | 0.06% | Add +27.4% | 159,253 | $13.2M |
| Nuveen, LLC | 0.00% | — | 154,068 | $12.7M |
| Mutual of America Capital Management LLC | 0.15% | Reduce -0.1% | 152,894 | $12.6M |
| Millennium Management | 0.01% | Add +107.3% | 146,442 | $12.1M |
| Waverly Advisors, LLC | 0.15% | Reduce -0.5% | 146,032 | $12.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.7% | 138,500 | $11.4M |
| Rhumbline Advisers | 0.01% | Reduce -3.4% | 138,024 | $11.4M |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 135,993 | $11.2M |
| Clarkston Capital Partners, LLC | 0.20% | No change | 120,000 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 110,249 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.0% | 102,921 | $8.5M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 100,468 | $8.3M |
| First Trust Advisors LP | 0.01% | Reduce -10.6% | 98,515 | $8.1M |
| Jane Street Group, LLC | 0.01% | New | 96,073 | $7.9M |
| Leavell Investment Management, Inc. | 0.39% | No change | 95,272 | $7.9M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.4% | 91,142 | $7.5M |
| Citigroup Inc. | 0.01% | Reduce -3.4% | 90,551 | $7.5M |
| Townsquare Capital LLC | 0.08% | Reduce -4.4% | 90,044 | $7.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +23.5% | 88,009 | $7.3M |
| Stifel Financial Corp. | 0.01% | Reduce -9.2% | 84,900 | $7.0M |
| UBS Group AG | 0.00% | Reduce -5.4% | 83,085 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +105.6% | 82,373 | $6.8M |
| Barclays PLC | 0.00% | Reduce -23.7% | 80,694 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -10.3% | 79,850 | $6.6M |
| Fisher Asset Management | 0.00% | Add +1307.4% | 79,082 | $6.5M |
| Mitchell McLeod Pugh & Williams Inc. | 1.35% | No change | 78,915 | $6.5M |
| Federated Hermes, Inc. | 0.01% | Add +7.2% | 74,088 | $6.1M |
| California Public Employees Retirement System | 0.00% | Add +0.3% | 71,577 | $5.9M |
| Alliancebernstein L.P. | 0.00% | No change | 65,986 | $5.5M |
| TrueWealth Advisors, LLC | 1.78% | Reduce -0.5% | 65,556 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -61.4% | 63,248 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -4.7% | 49,181 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -42.8% | 53,629 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.0% | 53,387 | $4.4M |
| Voloridge Investment Management, LLC | 0.02% | Add +41.9% | 50,328 | $4.2M |
| Danske Bank A/S | 0.01% | Add +36.0% | 49,643 | $4.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 47,826 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -18.3% | 45,997 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.2% | 44,082 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -7.5% | 41,778 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 41,114 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | Add +11.8% | 41,042 | $3.4M |
| Intech Investment Management LLC | 0.03% | Add +45.6% | 40,480 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.7% | 38,930 | $3.2M |
| Algert Global LLC | 0.08% | Add +2.8% | 38,402 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -4.8% | 37,391 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -12.3% | 35,457 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.7% | 35,187 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 34,044 | $2.8M |
| Dark Forest Capital Management LP | 0.13% | New | 33,899 | $2.8M |
| HHM Wealth Advisors, LLC | 0.37% | Reduce -4.5% | 33,549 | $2.8M |
| Eubel Brady & Suttman Asset Management Inc. | 0.39% | No change | 32,950 | $2.7M |
| Regions Financial Corp. | 0.02% | Add +2.9% | 32,922 | $2.7M |
| Savant Capital, LLC | 0.02% | Reduce -48.5% | 31,883 | $2.6M |
| M&T Bank Corp | 0.01% | Reduce -3.6% | 31,851 | $2.6M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +1.4% | 31,689 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.0% | 31,551 | $2.6M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 31,035 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 30,739 | $2.5M |
| Watchman Group, Inc. | 0.71% | New | 30,526 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.5% | 30,194 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.2% | 30,102 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.4% | 29,581 | $2.4M |
| Bank of Montreal | 0.00% | Add +37.4% | 28,365 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Add +5.0% | 28,268 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.3% | 27,818 | $2.3M |
| Gotham Asset Management | 0.02% | New | 110,152 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 26,765 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 26,479 | $2.2M |
| GAMCO Investors | 0.02% | No change | 26,000 | $2.1M |
| Blue Trust, Inc. | 0.03% | No change | 25,429 | $2.1M |
| Tudor Investment Corporation | 0.02% | New | 24,238 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +160.6% | 23,890 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.9% | 23,600 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +42.5% | 23,178 | $1.9M |
| Keel Point, LLC | 0.14% | Add +0.6% | 22,437 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.7% | 22,068 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +6.4% | 21,961 | $1.8M |
| Comerica Bank | 0.01% | Reduce -14.3% | 21,773 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +32.4% | 21,772 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +422.0% | 21,633 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,892 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +0.3% | 19,179 | $1.6M |
| Diversified Trust Co. | 0.04% | Add +41.5% | 18,989 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.6% | 18,713 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 18,557 | $1.5M |
| FMR LLC | 0.00% | Reduce -51.8% | 18,083 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +17.2% | 16,815 | $1.4M |
| Smith Thornton Advisors LLC | 0.86% | Reduce -21.2% | 16,678 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 16,441 | $1.4M |
| Park Place Capital Corp | 0.36% | No change | 15,900 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 15,862 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 15,730 | $1.3M |
| Norden Group LLC | 0.15% | Reduce -7.5% | 15,353 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +80.3% | 15,116 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 14,866 | $1.2M |
| &partners | 0.01% | Add +9.0% | 14,862 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -13.3% | 14,661 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 14,329 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,233 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +20.6% | 14,023 | $1.2M |
| Red Door Wealth Management, LLC | 0.17% | No change | 13,864 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -10.0% | 13,764 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.7% | 13,735 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Reduce -3.0% | 13,497 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -20.3% | 13,141 | $1.1M |
| Portside Wealth Group, LLC | 0.18% | Reduce -3.6% | 13,062 | $1.1M |
| Wedge Capital Management L L P | 0.02% | Reduce -23.9% | 13,046 | $1.1M |
| Jacobs Asset Management, LLC | 0.68% | No change | 12,922 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.1% | 12,891 | $1.1M |
| Oakworth Capital, Inc. | 0.07% | Reduce -14.1% | 12,837 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -25.2% | 12,825 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.4% | 12,718 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -17.9% | 12,624 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 12,062 | $996K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 12,014 | $992K |
| AlphaQuest LLC | 0.11% | Reduce -56.4% | 11,999 | $991K |
| SG Americas Securities, LLC | 0.00% | New | 11,993 | $991K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 11,939 | $986K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -18.3% | 11,641 | $962K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.5% | 11,463 | $947K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 11,437 | $945K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 11,259 | $930K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.9% | 11,115 | $918K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,599 | $875K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,300 | $851K |
| Gibbs Wealth Management | 0.20% | Add +15.3% | 10,206 | $843K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,945 | $821K |
| Everstar Asset Management, LLC | 0.54% | No change | 9,938 | $821K |
| Luken Investment Analytics, LLC | 0.37% | No change | 9,573 | $791K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.5% | 9,045 | $747K |
| Arcus Capital Partners, LLC | 0.30% | Add +1.8% | 9,007 | $744K |
| NJ State Employees Deferred Compensation Plan | 0.10% | No change | 9,000 | $743K |
| AQR Capital Management | 0.00% | Add +70.9% | 8,989 | $742K |
| Sunburst Financial Group, LLC | 0.18% | Reduce -11.0% | 8,842 | $730K |
| Atria Investments, Inc | 0.01% | Reduce -10.7% | 8,737 | $722K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.5% | 8,658 | $715K |
| Equitable Holdings, Inc. | 0.01% | Add +0.6% | 8,624 | $712K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -3.5% | 8,408 | $694K |
| Shaker Investments LLC | 0.33% | New | 8,372 | $692K |
| Renaissance Technologies | 0.00% | New | 8,300 | $686K |
| Inspire Advisors, LLC | 0.08% | New | 8,059 | $666K |
| HSBC Holdings PLC | 0.00% | Add +34.1% | 7,916 | $650K |
| Precision Wealth Strategies, LLC | 0.49% | Add +5.0% | 7,709 | $637K |
| Aviso Financial Inc. | 0.03% | Reduce -2.4% | 7,651 | $632K |
| Mariner, LLC | 0.00% | Add +1.6% | 6,893 | $569K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.3% | 6,580 | $544K |
| Keybank National Association | 0.00% | Add +27.4% | 6,430 | $531K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 6,323 | $522K |
| Firethorn Wealth Partners, LLC | 0.24% | No change | 6,192 | $511K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -2.2% | 6,139 | $507K |
| Dynamic Technology Lab Private Ltd | 0.07% | Reduce -51.1% | 6,126 | $506K |
| Graham Capital Management, L.P. | 0.02% | Add +20.7% | 6,104 | $504K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,070 | $501K |
| Montag A & Associates Inc. | 0.02% | No change | 6,000 | $496K |
| Butensky & Cohen Financial Security, Inc. | 0.15% | New | 5,810 | $480K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.7% | 5,778 | $477K |
| Summit Financial, LLC | 0.01% | New | 5,725 | $473K |
| State of Wisconsin Investment Board | 0.00% | Add +11.2% | 5,375 | $444K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,330 | $440K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +53.9% | 5,224 | $432K |
| Independent Advisor Alliance | 0.01% | New | 5,208 | $430K |
| Quadrant Capital Group LLC | 0.02% | Add +98.5% | 5,145 | $425K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 5,133 | $424K |
| Weiss Asset Management LP | 0.02% | Reduce -94.6% | 4,829 | $399K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.8% | 4,739 | $391K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.8% | 4,739 | $391K |
| RFG Advisory, LLC | 0.01% | Reduce -2.0% | 4,732 | $391K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,380 | $368K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.1% | 4,380 | $362K |
| Resolute Wealth Strategies, LLC | 0.20% | Add +0.2% | 4,248 | $351K |
| Inspire Investing, LLC | 0.04% | Reduce -11.5% | 4,186 | $346K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Add +2349.0% | 3,600 | $329K |
| Profund Advisors LLC | 0.01% | Reduce -40.2% | 3,829 | $316K |
| Xponance LLC | 0.00% | Add +5.1% | 3,825 | $316K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,803 | $314K |
| Wallace Advisory Group, LLC | 0.22% | Reduce -0.5% | 3,703 | $314K |
| STRS Ohio | 0.00% | No change | 3,700 | $306K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 3,643 | $301K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -12.2% | 3,600 | $297K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +13.7% | 3,600 | $297K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.6% | 3,528 | $291K |
| Centiva Capital, LP | 0.02% | Reduce -1.6% | 3,474 | $287K |
| Arlington Trust Co LLC | 0.06% | No change | 3,350 | $277K |
| Holocene Advisors, LP | 0.00% | Reduce -84.1% | 3,319 | $274K |
| United Services Automobile Association | 0.01% | New | 3,167 | $260K |
| Cottonwood Capital Advisors, LLC | 0.19% | No change | 3,141 | $259K |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.8% | 3,082 | $255K |
| Two Sigma Investments, LP | 0.00% | Reduce -0.3% | 3,054 | $252K |
| Aquatic Capital Management LLC | 0.01% | Reduce -52.7% | 3,033 | $251K |
| Advantage Alpha Capital Partners LP | 0.06% | Reduce -60.8% | 3,021 | $249K |
| LifeSteps Financial, Inc. | 0.20% | No change | 3,000 | $248K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,913 | $241K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 2,904 | $240K |
| Moody National Bank Trust Division | 0.02% | Add +1.8% | 2,840 | $235K |
| Quadrature Capital Ltd | 0.01% | New | 2,767 | $229K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.1% | 2,698 | $223K |
| Bridgefront Capital, LLC | 0.06% | New | 2,697 | $223K |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 2,629 | $217K |
| Mechanics Bank Trust Department | 0.03% | Reduce -9.2% | 2,623 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 2,584 | $213K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -55.6% | 2,566 | $212K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,480 | $205K |
| KBC Group NV | 0.00% | Add +6.0% | 2,466 | $204K |
| Caxton Associates LLP | 0.01% | — | 2,466 | $204K |
| CI Investments Inc. | 0.00% | Add +15.1% | 2,350 | $194K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 2,067 | $171K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 1,969 | $163K |
| GAMMA Investing LLC | 0.01% | Reduce -63.9% | 1,699 | $140K |
| Signaturefd, LLC | 0.00% | Reduce -0.1% | 1,329 | $110K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.6% | 1,134 | $93K |
| Cwm, LLC | 0.00% | Add +4.3% | 776 | $64K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 764 | $63K |
| Eukles Asset Management | 0.02% | Reduce -64.0% | 683 | $56K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.9% | 643 | $53K |
| Huntington National Bank | 0.00% | Add +14150.0% | 570 | $47K |
| Quarry LP | 0.01% | Add +52.8% | 544 | $45K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.4% | 467 | $39K |
| Lazard Asset Management LLC | 0.00% | New | 461 | $38K |
| National Bank of Canada | 0.00% | Reduce -10.4% | 361 | $30K |
| Riverview Trust Co | 0.03% | No change | 322 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 299 | $25K |
| Public Employees Retirement System of Ohio | 0.00% | New | 267 | $22K |
| Fifth Third Bancorp | 0.00% | Add +18.6% | 261 | $22K |
| Covestor Ltd | 0.01% | No change | 226 | $19K |
| Arax Advisory Partners | 0.00% | Add +111.7% | 218 | $18K |
| UMB Bank, n.a. | 0.00% | Add +50.4% | 191 | $16K |
| Optiver Holding B.V. | 0.00% | New | 162 | $13K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 138 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Add +102.9% | 138 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -6.8% | 136 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.3% | 129 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 113 | $10K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -4.6% | 104 | $9K |
| SBI Securities Co., Ltd. | 0.00% | No change | 102 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.0% | 92 | $7K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 80 | $7K |
| SVB Wealth LLC | 0.00% | New | 64 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 62 | $5K |
| Hemington Wealth Management | 0.00% | Add +24.5% | 66 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 58 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.8% | 49 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 52 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.8% | 44 | $4K |
| Spire Wealth Management | 0.00% | No change | 40 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 38 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 36 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 34 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 34 | $3K |
| Albion Financial Group | 0.00% | No change | 33 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +357.1% | 32 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.8% | 31 | $3K |
| Brooklyn Investment Group | 0.00% | New | 29 | $2K |
| Allworth Financial LP | 0.00% | No change | 31 | $2K |
| Grayhawk Investment Strategies Inc. | 0.00% | No change | 24 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 23 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 21 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 19 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 12 | $992 |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $992 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $992 |
| Rise Advisors, LLC | 0.00% | New | 12 | $991 |
| Hughes Financial Services, LLC | 0.00% | New | 12 | $971 |
| Amundi | 0.00% | New | 11 | $814 |
| Global Financial Private Client, LLC | 0.00% | Add +133.3% | 7 | $578 |
| Abound Wealth Management | 0.00% | No change | 4 | $331 |
| Assetmark, Inc. | 0.00% | Reduce -25.0% | 3 | $248 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $165 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $83 |
| True Wealth Design, LLC | 0.00% | New | 1 | $83 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $83 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $82 |
"% of holder's portfolio" is SFBS's weight in each manager's 13F, not the share of Servisfirst Bancshares Inc. the manager owns.