Servisfirst BancsharesSFBS

13F holders, Q2 2026 (June 30)
356holders +12
49new positions
39sold out
7famous investors
$86.73avg. 13F price*

At the end of Q2 2026, 356 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 12 from Q1 2026. 49 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($670.9M), Vanguard Portfolio Management LLC ($298.2M) and State Street Corp. ($229.9M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Servisfirst Bancshares Inc.
CUSIP
81768T108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 252Q1 2024Q2 2024: 260Q2 2024Q3 2024: 282Q3 2024Q4 2024: 291Q4 2024Q1 2025: 304Q1 2025Q2 2025: 308Q2 2025Q3 2025: 311Q3 2025Q4 2025: 323Q4 2025Q1 2026: 344Q1 2026Q2 2026: 356Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions49$100.1M
Exits39$57.4M

All 13F filers, Q1 2026 → Q2 2026: 3,059,416 shares bought and 2,403,459 shares sold, net +655,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 356 holders

BlackRock, Inc. 0.01% Add +3.6% 7,733,810 $670.9M
Vanguard Portfolio Management LLC 0.01% Add +1.9% 3,437,080 $298.2M
State Street Corp. 0.01% Add +4.4% 2,650,366 $229.9M
Vanguard Capital Management LLC 0.00% Add +1.7% 2,320,653 $201.3M
Geode Capital Management, LLC 0.01% Add +6.0% 1,298,464 $112.7M
Dimensional Fund Advisors LP 0.02% Add +5.6% 1,197,156 $103.9M
Kayne Anderson Rudnick Investment Management LLC 0.29% Reduce -20.9% 1,075,666 $93.3M
JPMorgan Chase & Co. 0.01% Reduce -1.6% 1,019,555 $89.1M
Principal Financial Group Inc. 0.04% Add +0.1% 986,044 $85.5M
Welch Group, LLC 2.85% Reduce -1.7% 959,733 $83.3M
Davis Asset Management, L.P. 2.00% No change 910,376 $79.0M
Goldman Sachs Group Inc. 0.01% Add +6.1% 884,393 $76.7M
Victory Capital Management Inc. 0.04% Reduce -3.6% 846,160 $73.4M
Copeland Capital Management, LLC 1.31% Reduce -2.1% 737,503 $64.0M
Northern Trust Corp. 0.01% Add +4.3% 671,061 $58.2M
Norges Bank 0.01% — 652,928 $56.6M
T. Rowe Price Investment Management, Inc. 0.03% New 586,868 $50.9M
Morgan Stanley 0.00% Reduce -8.5% 577,649 $50.1M
Charles Schwab Investment Management Inc. 0.01% Add +2.3% 573,221 $49.7M
Wasatch Advisors LP 0.31% Reduce -2.5% 538,620 $46.7M
Bragg Financial Advisors, Inc 1.21% Add +17.9% 519,730 $45.1M
1832 Asset Management L.P. 0.05% Add +1.1% 430,235 $37.3M
Bank of New York Mellon Corp 0.01% Add +2.0% 412,576 $35.8M
Vanguard Fiduciary Trust Co. 0.01% Add +3.3% 362,963 $31.5M
Raymond James Financial Inc. 0.01% Add +30.3% 306,346 $26.6M
First Trust Advisors LP 0.02% Reduce -45.8% 305,031 $26.5M
AQR Capital Management 0.01% Add +327.4% 293,592 $25.5M
Wells Fargo & Company 0.00% Add +5.9% 286,557 $24.9M
Nuveen, LLC 0.01% Add +13.7% 274,495 $23.8M
Bank of America Corp. 0.00% Add +101.3% 272,023 $23.6M
Walleye Capital LLC 0.12% New 267,292 $23.2M
American Century Companies Inc. 0.01% Add +77.3% 244,419 $21.2M
Envestnet Asset Management Inc. 0.00% Reduce -4.1% 205,188 $17.8M
D. E. Shaw & Co. 0.01% Add +14.3% 203,011 $17.6M
Loomis Sayles & Co. L P 0.02% Add +25.6% 176,919 $15.3M
Public Sector Pension Investment Board 0.04% Reduce -3.9% 172,755 $15.0M
Fisher Asset Management 0.00% Add +87.4% 165,284 $14.3M
NewEdge Advisors, LLC 0.04% Add +26.3% 152,464 $13.2M
Sei Investments Co. 0.01% Reduce -27.2% 142,209 $12.3M
Waverly Advisors, LLC 0.07% Add +0.0% 136,457 $11.8M
Mutual of America Capital Management LLC 0.11% Reduce -5.1% 135,602 $11.8M
Jupiter Topco LLC 0.00% — 131,915 $11.4M
Rhumbline Advisers 0.01% Reduce -9.6% 122,870 $10.7M
Jacobs Asset Management, LLC 7.51% Reduce -23.3% 115,000 $10.0M
Legal & General Group Plc 0.00% Reduce -0.3% 115,173 $10.0M
Invesco Ltd. 0.00% Reduce -4.6% 111,249 $9.7M
Ameriprise Financial Inc. 0.00% Reduce -2.7% 109,392 $9.5M
Citadel Advisors 0.01% Reduce -6.8% 105,917 $9.2M
Swiss National Bank 0.00% Add +1.9% 104,268 $9.0M
UBS Group AG 0.00% Add +4.0% 99,748 $8.7M
Stifel Financial Corp. 0.01% Reduce -3.9% 94,398 $8.2M
California Public Employees Retirement System 0.00% Add +2.5% 90,945 $7.9M
Leavell Investment Management, Inc. 0.29% Add +0.0% 90,874 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.7% 90,632 $7.9M
Creative Planning 0.00% Add +9.9% 90,559 $7.9M
Brevan Howard Capital Management LP 0.11% Reduce -49.4% 86,044 $7.5M
Mitchell McLeod Pugh & Williams Inc. 0.83% Add +0.0% 78,083 $6.8M
Deutsche Bank AG 0.00% Add +53.9% 73,928 $6.4M
Federated Hermes, Inc. 0.01% Add +1.2% 72,451 $6.3M
T. Rowe Price Associates Inc. 0.00% Add +20.8% 71,283 $6.2M
TrueWealth Advisors, LLC 1.28% No change 65,463 $5.7M
Algert Global LLC 0.07% Add +3.7% 64,203 $5.6M
Savant Capital, LLC 0.02% Add +100.6% 66,284 $5.3M
Peregrine Capital Management LLC 0.17% Reduce -8.0% 59,770 $5.2M
California State Teachers Retirement System 0.00% Add +3.6% 59,511 $5.2M
Alliancebernstein L.P. 0.00% Add +3.8% 68,802 $5.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +5.9% 53,938 $4.7M
SG Americas Securities, LLC 0.00% Add +56.1% 53,796 $4.7M
Prudential Financial Inc. 0.01% Reduce -39.0% 53,141 $4.6M
Edgestream Partners, L.P. 0.14% New 52,797 $4.6M
Kennedy Capital Management LLC 0.08% New 52,431 $4.5M
Los Angeles Capital Management LLC 0.02% Add +10.9% 51,115 $4.4M
Arkadios Wealth Advisors 0.07% New 51,108 $4.4M
Wedge Capital Management L L P 0.07% Add +33.2% 49,957 $4.3M
Arrowstreet Capital, Limited Partnership 0.00% Add +464.6% 49,170 $4.3M
Citigroup Inc. 0.00% Add +27.8% 46,598 $4.0M
LPL Financial LLC 0.00% Add +12.3% 44,569 $3.9M
Blue Trust, Inc. 0.04% No change 44,526 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.0% 42,785 $3.7M
BNP Paribas Financial Markets 0.00% Add +12.4% 42,434 $3.7M
Royal Bank of Canada 0.00% Reduce -2.3% 39,588 $3.4M
Engineers Gate Manager LP 0.04% Add +13.8% 38,624 $3.4M
Dark Forest Capital Management LP 0.21% Add +112.8% 37,255 $3.2M
HighTower Advisors, LLC 0.00% Reduce -12.3% 37,152 $3.2M
XTX Topco Ltd 0.04% Add +6.2% 36,406 $3.2M
Boothbay Fund Management, LLC 0.06% Reduce -67.9% 36,359 $3.2M
Cetera Investment Advisers 0.00% Reduce -0.3% 36,247 $3.1M
Odyssean, LLC 0.51% Add +90.1% 36,082 $3.1M
Squarepoint Ops LLC 0.01% Reduce -53.5% 35,681 $3.1M
Tudor Investment Corporation 0.01% Reduce -60.2% 35,537 $3.1M
Watchman Group, Inc. 0.68% Add +6.1% 34,939 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -1.5% 34,210 $3.0M
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 33,969 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -62.2% 33,753 $2.9M
Eubel Brady & Suttman Asset Management Inc. 0.36% No change 32,950 $2.9M
Regions Financial Corp. 0.02% Add +0.4% 31,341 $2.7M
MetLife Investment Management, LLC 0.01% Add +8.9% 30,537 $2.6M
Manufacturers Life Insurance Company, The 0.00% Add +10.5% 28,437 $2.5M
Barclays PLC 0.00% Reduce -13.6% 28,005 $2.4M
HRT Financial LP 0.00% New 26,968 $2.3M
GAMCO Investors 0.02% No change 26,000 $2.3M
Illinois Municipal Retirement Fund 0.03% Reduce -8.0% 25,807 $2.2M
HHM Wealth Advisors, LLC 0.22% Reduce -6.5% 25,565 $2.2M
Quantinno Capital Management LP 0.00% Add +18.0% 25,468 $2.2M
Fifth Third Bancorp 0.00% Reduce -1.9% 25,272 $2.2M
Holocene Advisors, LP 0.01% Reduce -23.8% 25,017 $2.2M
Natixis Advisors, LLC 0.00% Add +12.9% 24,965 $2.2M
Level Four Advisory Services, LLC 0.06% Add +0.1% 24,834 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 24,177 $2.1M
Mariner, LLC 0.00% Add +90.3% 23,797 $2.1M
Rafferty Asset Management, LLC 0.00% Reduce -31.8% 23,373 $2.0M
Gsa Capital Partners LLP 0.12% Reduce -33.4% 22,755 $2.0M
Bank of Montreal 0.00% Reduce -2.4% 22,095 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -1.4% 22,000 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -38.1% 21,911 $1.9M
Steward Partners Investment Advisory, LLC 0.01% New 21,550 $1.9M
Captrust Financial Advisors 0.00% Add +19.1% 21,418 $1.9M
HB Wealth Management, LLC 0.01% Add +6.9% 20,952 $1.8M
Daiwa Securities Group Inc. 0.00% Reduce -14.9% 20,438 $1.8M
Vest Financial, LLC 0.02% Reduce -51.4% 19,870 $1.7M
Avidian Wealth Enterprises, LLC 0.05% No change 19,795 $1.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -25.1% 19,754 $1.7M
Vanguard Global Advisers, LLC 0.00% Reduce -2.7% 19,633 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -30.4% 18,899 $1.6M
PMC FIG Opportunities LLC 2.62% Reduce -58.8% 18,772 $1.6M
New York State Common Retirement Fund 0.00% Add +12.8% 18,530 $1.6M
M&T Bank Corp 0.00% Reduce -1.6% 18,185 $1.6M
State Board of Administration of Florida Retirement System 0.00% Add +27.2% 18,062 $1.6M
Millennium Management 0.00% Reduce -63.5% 17,868 $1.6M
Keel Point, LLC 0.09% Add +9.1% 16,781 $1.5M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -56.4% 16,572 $1.4M
WINTON GROUP Ltd 0.05% Add +0.0% 16,204 $1.4M
Two Sigma Investments, LP 0.00% Reduce -13.3% 16,011 $1.4M
Park Place Capital Corp 0.22% No change 15,900 $1.4M
Federation des caisses Desjardins du Quebec 0.00% Reduce -11.1% 15,667 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Add +9.2% 15,486 $1.3M
New York State Teachers Retirement System 0.00% Add +24.4% 14,962 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +28.7% 14,917 $1.3M
Smith Thornton Advisors LLC 0.57% Reduce -6.2% 15,155 $1.3M
Arizona State Retirement System 0.01% Add +0.5% 14,329 $1.2M
Oakworth Capital, Inc. 0.06% Reduce -3.2% 14,233 $1.2M
Vanguard Investments Australia, Ltd. 0.00% No change 14,056 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% No change 13,886 $1.2M
Amalgamated Bank 0.01% Reduce -6.5% 13,569 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +11.1% 13,549 $1.2M
Yousif Capital Management, LLC 0.01% Add +0.1% 13,439 $1.2M
Handelsbanken Fonder AB 0.00% No change 13,323 $1.2M
KLP Kapitalforvaltning As 0.00% Add +13.2% 12,900 $1.1M
Atom Investors LP 0.10% New 12,886 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 12,585 $1.1M
Red Door Wealth Management, LLC 0.10% Reduce -0.9% 12,550 $1.1M
Osaic Holdings, Inc. 0.00% Add +3.5% 12,482 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 12,410 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.0% 11,925 $1.0M
Navigate Wealth Management, LLC 0.63% Reduce -0.1% 11,774 $1.0M
Mercer Global Advisors Inc. 0.00% Add +232.6% 11,504 $998K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.9% 11,435 $992K
Kestra Advisory Services, LLC 0.00% Add +0.3% 11,408 $990K
Brown Brothers Harriman & Co. 0.00% No change 11,390 $988K
EntryPoint Capital, LLC 0.24% No change 11,322 $982K
Cerity Partners LLC 0.00% New 11,294 $980K
State of Tennessee, Department of Treasury 0.00% No change 11,179 $970K
TD Waterhouse Canada Inc. 0.00% Reduce -1.9% 10,621 $944K
Harbor Capital Advisors, Inc. 0.06% Reduce -0.5% 10,208 $886K
EverSource Wealth Advisors, LLC 0.03% Reduce -47.1% 10,115 $877K
Occudo Quantitative Strategies LP 0.05% Add +5.2% 10,110 $877K
Vanguard Personalized Indexing Management, LLC 0.01% Add +21.3% 10,079 $874K
Voya Investment Management LLC 0.00% Add +10.0% 9,917 $860K
Everstar Asset Management, LLC 0.41% No change 9,908 $860K
Intech Investment Management LLC 0.01% Reduce -20.1% 9,832 $853K
Sanctuary Advisors, LLC 0.00% Add +11.8% 9,718 $843K
Fifth Third Wealth Advisors LLC 0.02% Add +12.5% 9,684 $840K
Neuberger Berman Group LLC 0.00% Reduce -29.7% 9,443 $819K
Wealth Enhancement Advisory Services, LLC 0.00% Add +164.6% 9,490 $810K
Capstone Investment Advisors, LLC 0.01% Add +13.2% 9,297 $807K
Arcus Capital Partners, LLC 0.33% Add +0.5% 9,217 $800K
Aptus Capital Advisors, LLC 0.01% Add +0.1% 9,050 $785K
Luken Investment Analytics, LLC 0.27% No change 8,851 $768K
Sunburst Financial Group, LLC 0.13% No change 8,842 $767K
FMR LLC 0.00% Add +2.2% 8,810 $764K
Aviso Financial Inc. 0.03% Reduce -4.2% 8,514 $739K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 8,500 $737K
&partners 0.00% Reduce -11.0% 8,471 $735K
Pictet Asset Management Holding SA 0.00% Reduce -7.1% 8,470 $735K
Janney Montgomery Scott LLC 0.00% Reduce -0.7% 8,406 $729K
CIBC Bancorp USA Inc. 0.00% Add +4.1% 8,320 $722K
Arlington Trust Co LLC 0.06% Reduce -92.9% 8,100 $703K
Equitable Holdings, Inc. 0.00% No change 8,073 $700K
Angel Oak Capital Advisors, LLC 0.88% No change 8,000 $694K
Inspire Investing, LLC 0.03% Add +10.4% 7,787 $676K
BCR Wealth Strategies, LLC 0.19% No change 7,761 $673K
Ieq Capital, LLC 0.00% New 7,576 $657K
US Bancorp \de 0.00% Reduce -2.0% 7,558 $656K
ProShare Advisors LLC 0.00% Reduce -6.9% 7,463 $647K
Pathstone Holdings, LLC 0.00% Reduce -5.9% 7,320 $635K
Maryland State Retirement & Pension System 0.01% No change 7,320 $635K
Atria Investments, Inc 0.01% Reduce -3.4% 7,297 $633K
Jones Financial Companies LLLP 0.00% Add +20.8% 7,148 $633K
State of Wisconsin Investment Board 0.00% Add +37.4% 6,961 $604K
Alps Advisors Inc. 0.00% Add +1.1% 6,847 $594K
Fiduciary Trust Co 0.01% Add +6.4% 6,476 $562K
Callan Family Office, LLC 0.01% Reduce -15.0% 6,433 $558K
TD Asset Management Inc 0.00% New 6,416 $557K
Keybank National Association 0.00% Add +10.2% 6,350 $551K
Lido Advisors, LLC 0.00% Add +6.3% 6,221 $540K
Firethorn Wealth Partners, LLC 0.17% Add +0.1% 6,200 $538K
Clearstead Advisors, LLC 0.01% Add +0.7% 6,143 $533K
Montag A & Associates Inc. 0.02% No change 6,000 $521K
Schonfeld Strategic Advisors LLC 0.00% New 5,838 $506K
Freestone Grove Partners LP 0.00% Add +55.3% 5,698 $494K
Marble Wealth, LLC 0.07% Reduce -15.0% 5,510 $478K
Voloridge Investment Management, LLC 0.00% Reduce -63.9% 5,424 $471K
Independent Advisor Alliance 0.01% Add +0.1% 5,332 $463K
Evergreen Capital Management LLC 0.01% Add +76.6% 5,313 $461K
Xponance LLC 0.00% Add +6.8% 5,218 $453K
Orion Porfolio Solutions, LLC 0.00% Add +6.6% 5,025 $436K
Avantax Planning Partners, Inc. 0.01% No change 5,000 $434K
Bessemer Group Inc. 0.00% Add +3.9% 4,987 $433K
Focus Partners Wealth 0.00% Add +49.7% 4,956 $430K
Abel Hall, LLC 0.07% Add +2.8% 4,789 $415K
Ameritas Investment Partners, Inc. 0.01% Add +10.5% 4,765 $413K
Hillsdale Investment Management Inc. 0.01% Add +18.7% 4,630 $402K
Quadrant Capital Group LLC 0.01% Reduce -4.3% 4,411 $383K
Sagespring Wealth Partners, LLC 0.01% Add +4.2% 4,279 $371K
Teacher Retirement System of Texas 0.00% New 4,191 $364K
AE Wealth Management LLC 0.00% Add +2.6% 4,157 $361K
Entropy Technologies, LP 0.01% Reduce -69.8% 4,099 $356K
Profund Advisors LLC 0.01% Add +2.8% 3,888 $337K
DRW Securities, LLC 0.02% New 3,812 $331K
Public Employees Retirement Association of Colorado 0.00% No change 3,803 $330K
Jane Street Group, LLC 0.00% Reduce -95.6% 3,790 $329K
Coldstream Capital Management Inc. 0.00% Reduce -0.6% 3,712 $322K
Graham Capital Management, L.P. 0.01% New 3,656 $317K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -22.9% 3,615 $314K
Nykredit A/S 0.00% — 3,574 $310K
Corient Private Wealth LP 0.00% Add +17.9% 3,501 $304K
Snowden Capital Advisors LLC 0.01% Reduce -16.8% 3,496 $303K
Swiss Life Asset Management Ltd 0.00% Reduce -23.0% 3,396 $295K
Franklin Resources Inc. 0.00% Reduce -1.5% 3,389 $294K
Praxis Investment Management Inc. 0.02% No change 3,334 $289K
Crossmark Global Holdings, Inc. 0.00% Reduce -5.9% 3,262 $283K
Bank of Nova Scotia Trust Co. 0.02% Reduce -3.5% 3,258 $283K
RFG Advisory, LLC 0.00% Add +2.3% 3,233 $280K
Amundi 0.00% No change 3,210 $278K
CIBC Asset Management Inc 0.00% Reduce -2.5% 3,189 $277K
Fairvoy Private Wealth, LLC 0.05% No change 3,100 $269K
Ensign Peak Advisors, Inc 0.00% No change 3,092 $268K
Merit Financial Group, LLC 0.00% New 3,049 $264K
Personal Cfo Solutions, LLC 0.04% Add +0.2% 3,028 $263K
LifeSteps Financial, Inc. 0.12% No change 3,000 $260K
State of Wyoming 0.03% Add +26.9% 2,983 $259K
QRG Capital Management, Inc. 0.00% New 2,927 $254K
STRS Ohio 0.00% Add +47.4% 2,800 $243K
Nwam LLC 0.01% New 2,742 $238K
Vident Advisory, LLC 0.00% New 2,681 $233K
Apollon Wealth Management, LLC 0.00% New 2,652 $230K
Commonwealth Equity Services, LLC 0.00% New 2,642 $229K
Advisors Capital Management, LLC 0.00% New 2,480 $215K
Summit Financial, LLC 0.00% Reduce -12.1% 2,426 $210K
DNB Asset Management AS 0.00% New 2,417 $210K
71 West Capital Partners 0.01% New 2,390 $207K
Resolute Wealth Strategies, LLC 0.08% New 2,390 $207K
HBK Sorce Advisory LLC 0.00% New 2,243 $203K
Tower Research Capital LLC (TRC) 0.00% Reduce -35.4% 2,154 $187K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +2.8% 1,668 $145K
KBC Group NV 0.00% No change 1,633 $142K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.7% 1,551 $135K
GAMMA Investing LLC 0.00% Add +23.9% 1,478 $128K
Allworth Financial LP 0.00% Add +306.1% 1,259 $109K
Arax Advisory Partners 0.00% Reduce -1.2% 1,239 $108K
Nisa Investment Advisors, LLC 0.00% Add +24.9% 1,189 $103K
Signaturefd, LLC 0.00% Reduce -17.9% 1,126 $98K
Quantbot Technologies LP 0.00% Reduce -87.4% 1,093 $95K
Hantz Financial Services, Inc. 0.00% Add +13.2% 865 $75K
National Bank of Canada 0.00% Reduce -2.3% 736 $64K
Rockefeller Capital Management L.P. 0.00% Add +30.6% 679 $59K
Hilton Head Capital Partners, LLC 0.03% New 661 $57K
Salomon & Ludwin, LLC 0.00% Reduce -13.7% 606 $54K
Smartleaf Asset Management LLC 0.00% No change 609 $53K
Covestor Ltd 0.03% Add +12.3% 513 $45K
Global Retirement Partners, LLC 0.00% — 499 $43K
Farther Finance Advisors, LLC 0.00% Add +140.2% 490 $43K
First Horizon Corp. 0.00% Add +83.3% 482 $42K
Optiver Holding B.V. 0.00% New 464 $40K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -34.8% 455 $39K
Public Employees Retirement System of Ohio 0.00% Add +9.6% 388 $34K
Ameritas Advisory Services, LLC 0.00% New 367 $32K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 362 $31K
Kemnay Advisory Services Inc. 0.00% Add +16.3% 357 $31K
UMB Bank, n.a. 0.00% Add +11.4% 331 $29K
Versant Capital Management, Inc 0.00% No change 286 $25K
Centerpoint Advisors, LLC 0.01% Reduce -0.4% 253 $22K
Cornerstone Planning Group LLC 0.00% Add +0.4% 239 $21K
Sterling Capital Management LLC 0.00% Reduce -29.9% 234 $20K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.5% 224 $19K
Larson Financial Group LLC 0.00% Add +37.0% 222 $19K
IFP Advisors, Inc 0.00% Add +1550.0% 198 $17K
Rothschild Investment LLC 0.00% Add +194.6% 165 $14K
Essential Partners LLC 0.01% Add +783.3% 159 $14K
Keating Financial Advisory Services, Inc. 0.00% Add +4.2% 148 $13K
Buck Wealth Strategies, LLC 0.00% New 130 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.1% 130 $11K
Bare Financial Services, Inc 0.00% Add +19.6% 122 $11K
Parkside Financial Bank & Trust 0.00% No change 104 $9K
Wolff Wiese Magana LLC 0.00% Reduce -1.0% 103 $9K
Caitlin John, LLC 0.00% No change 100 $9K
WPG Advisers, LLC 0.01% Add +61.3% 100 $9K
Parallel Advisors, LLC 0.00% Add +50.9% 86 $7K
CVA Family Office, LLC 0.00% Add +196.4% 83 $7K
SJS Investment Consulting Inc. 0.00% Add +196.3% 80 $7K
Financial Network Wealth Advisors LLC 0.01% Reduce -22.1% 74 $6K
Ameriflex Group, Inc. 0.00% New 70 $6K
Assetmark, Inc. 0.00% Reduce -4.5% 63 $5K
MCF Advisors LLC 0.00% New 57 $5K
Purpose Unlimited Inc. 0.00% New 50 $4K
JDM Financial Group LLC 0.00% No change 50 $4K
TD Private Client Wealth LLC 0.00% No change 49 $4K
JFS Wealth Advisors, LLC 0.00% Add +9.5% 46 $4K
Bell Investment Advisors, Inc 0.00% No change 43 $4K
Quarry LP 0.00% Reduce -24.5% 40 $3K
Fortitude Family Office, LLC 0.00% Add +5.6% 38 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 34 $3K
Albion Financial Group 0.00% Reduce -38.9% 33 $3K
Silver Grove Financial Group, Inc. 0.00% New 32 $3K
Fiduciary Financial Advisors 0.00% New 32 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 29 $3K
Farmers & Merchants Investments Inc. 0.00% No change 28 $2K
Wealth Enhancement Trust Services, Inc. 0.00% New 27 $2K
Basecamp Wealth Advisors LLC 0.00% Add +188.9% 26 $2K
Sunrise Financial Services, LLC 0.00% No change 25 $2K
Rialto Wealth Management, LLC 0.00% Add +60.0% 24 $2K
CoreCap Advisors, LLC 0.00% New 24 $2K
FWL Investment Management, LLC 0.00% New 19 $2K
Creative Capital Management Investments LLC 0.00% New 16 $1K
Stone House Investment Management, LLC 0.00% No change 15 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
Huntington National Bank 0.00% New 12 $1K
SBI Securities Co., Ltd. 0.00% No change 12 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 10 $868
HFM Investment Advisors, LLC 0.00% Add +80.0% 9 $781
Ankerstar Wealth, LLC 0.00% No change 8 $694
Gilpin Wealth Management, LLC 0.00% Reduce -27.3% 8 $694
Kilter Group LLC 0.00% No change 8 $694
Plante Moran Financial Advisors, LLC 0.00% New 7 $607
LRI Investments, LLC 0.00% New 6 $521
JPL Wealth Management, LLC 0.00% New 5 $434
Transamerica Financial Advisors, LLC 0.00% No change 4 $347
Davis Capital Management 0.00% New 3 $260
Hughes Financial Services, LLC 0.00% New 2 $174
Dunhill Financial, LLC 0.00% No change 1 $97
DecisionPoint Financial, LLC 0.00% New 1 $89
GHP Investment Advisors, Inc. 0.00% No change 1 $87
Raffa Wealth Management, LLC 0.00% New 1 $87
TFC Financial Management, Inc. 0.00% No change 1 $87
Maryland Capital Advisors Inc. 0.00% — 1 $87
Navigoe, LLC 0.00% New 3 $0

"% of holder's portfolio" is SFBS's weight in each manager's 13F, not the share of Servisfirst Bancshares Inc. the manager owns.