SFBS · ServisFirst Bancshares, Inc. · Shareholders & Ownership

$41.58 +0.36 (+0.87%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.57B

109.35M

Volume · Oct 26 31.39K Avg daily vol (45 sessions) 635.88K

Every disclosed holder of SFBS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SFBS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	360	80,586,447	73.70%	Yes
Insiders (Forms 3, 4, 5)	11	7,130,090	6.52%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	21,628,483	19.78%	Rest
Registered funds (N-PORT, not summed)	296	42,158,794	38.56%	No

Shares outstanding: 109,345,020, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SFBS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,467,620	14.15%	+538,496	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,059,668	5.54%	+24,440	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,729,772	2.50%	+203,666	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	914,282	0.84%	+73,008	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	451,922	0.41%	+18,938	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	432,978	0.40%	-57,680	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,874,160	6.29%	+131,792	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,300,732	4.85%	+224,270	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	920,478	0.84%	+10,922	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	824,112	0.75%	+15,296	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	344,476	0.32%	+48	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	282,522	0.26%	+17,362	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	260,720	0.24%	-2,510	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,641,306	4.24%	+77,240	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,298,284	3.02%	+34,280	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	Filler James J Insider CIK 1097672 · May 18, 2026 Director, issuer-wide	2,761,576	2.53%	+1,576	May 18, 2026	Director, issuer-wide
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,596,928	2.38%	+147,642	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,394,312	2.19%	+126,974	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	482,494	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	353,576	0.32%	+20,370	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	196,832	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	190,706	0.17%	+2,546	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	157,174	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,383,202	2.18%	-9,352	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,151,332	1.97%	-568,674	Jun 30, 2026	carried, not yet filed for the newest quarter
11	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,039,110	1.86%	-32,130	Jun 30, 2026	carried, not yet filed for the newest quarter
12	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,972,088	1.80%	+2,214	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	622,908	0.57%	-77,240	May 31, 2026	Principal Funds, Inc, not summed
12.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	74,104	0.07%	-4,898	Jul 31, 2026	Principal Funds, Inc, not summed
12.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	8,546	0.01%	+2,078	Jul 31, 2026	Principal Funds, Inc, not summed
12.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	446	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
13	Welch Group, LLC 13F CIK 1443095 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,919,466	1.76%	-32,396	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Davis Asset Management, L.P. 13F CIK 1945894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,820,752	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,768,786	1.62%	+101,614	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	95,344	0.09%	+18,514	Jul 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	91,898	0.08%	+8,914	Jul 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	42,032	0.04%	+2,808	Jul 31, 2026	Goldman Sachs Trust, not summed
15.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	28,916	0.03%	+384	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	23,418	0.02%	+1,616	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,692,320	1.55%	-62,490	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,260,000	1.15%	0	Jun 30, 2026	Victory Portfolios, not summed
16.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	11,810	0.01%	+134	Jul 31, 2026	Victory Portfolios III, not summed
17	BROUGHTON THOMAS A Insider CIK 1185581 · Feb 9, 2026 Director, Chairman, President, & CEO, issuer-wide	1,576,048	1.44%	+12,036	Feb 9, 2026	Director, Chairman, President, & CEO, issuer-wide
18	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	1,436,928	1.31%	-38,078	Sep 30, 2026
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,122	1.23%	+55,560	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	53,090	0.05%	+5,574	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,838	0.01%	-6,204	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,688	0.01%	-814	Jul 31, 2026	FlexShares Trust, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,305,856	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,736	1.07%	+1,173,736	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,298	1.06%	-106,882	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	114	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,153,776	1.06%	+32,492	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,442	1.05%	+25,658	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	482,890	0.44%	-3,936	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	255,006	0.23%	+28,950	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	127,984	0.12%	-4,136	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	60,556	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	59,808	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,039,460	0.95%	+157,792	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Virtus KAR Small-Cap Growth Fund Fund S000021170 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	1,030,670	0.94%	-446,664	Jun 30, 2026	Virtus Equity Trust, not summed
27	Cashio J. Richard Insider CIK 1431106 · Jul 31, 2026 Director, issuer-wide	1,029,130	0.94%	-23,000	Jul 31, 2026	Director, issuer-wide
28	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	942,343	0.86%	-134,897	Sep 30, 2026
28.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	425,344	0.39%	-21,734	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
29	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	860,470	0.79%	+9,096	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	825,152	0.75%	+16,572	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,770	0.00%	+116	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	Smith Hatton C.V. Insider CIK 1431195 · May 18, 2026 Director, issuer-wide	824,300	0.75%	+1,576	May 18, 2026	Director, issuer-wide
32	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · May 31, 2026 Investment Managers Series Trust III, not summed	809,508	0.74%	0	May 31, 2026	Investment Managers Series Trust III, not summed
33	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	754,436	0.69%	-7,432	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	RUSHING RODNEY ELDON Insider CIK 1601938 · Feb 9, 2026 COO, EVP, issuer-wide	736,852	0.67%	+3,602	Feb 9, 2026	COO, EVP, issuer-wide
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	725,926	0.66%	+23,126	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	688,574	0.63%	+20,868	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	640,878	0.59%	-35,470	Jun 30, 2026	JPMorgan Trust I, not summed
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	635,670	0.58%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	612,692	0.56%	+142,598	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	610,062	0.56%	-515,056	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	39,794	0.04%	-38,892	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
40.2	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	33,400	0.03%	-7,686	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
40.3	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	25,780	0.02%	+1,876	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
40.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,748	0.02%	-1,178	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,184	0.54%	+449,790	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,770	0.01%	—	Jun 30, 2026	AQR Funds, not summed
41.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,282	0.00%	—	Mar 31, 2026	AQR Funds, not summed
42	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	573,114	0.52%	+32,128	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	569,136	0.52%	+4,662	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	548,990	0.50%	+66,306	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	144,200	0.13%	+83,800	Jul 31, 2026	TIAA-CREF Funds, not summed
44.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	135,404	0.12%	+11,220	Jul 31, 2026	TIAA-CREF Funds, not summed
44.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	117,032	0.11%	-130,666	Jun 30, 2026	College Retirement Equities Fund, not summed
44.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	93,672	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
44.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,580	0.00%	-1,050	Jun 30, 2026	TIAA Separate Account VA-1, not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,046	0.50%	+273,766	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	534,584	0.49%	+534,584	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	530,314	0.49%	+18,792	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	504,920	0.46%	-517,626	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
49	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	488,838	0.45%	+213,074	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	411,522	0.38%	+9,920	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

41 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1430723 CUSIP 81768T108 13F (30d) 71 filings 67 filers Visit website Investor relations