Southern First Bancshares (SFST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Endeavour Capital Advisors Inc

UNCHANGED

Shares662,860 from 662,860

Change0 (0%)

Value$39.3M (-$1.2M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares394,022 from 387,861

Change+6,161 (+2%)

Value$23.3M (-$348.4K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares234,171 from 237,053

Change-2,882 (-1%)

Value$13.9M (-$607.0K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares92,581 from 76,998

Change+15,583 (+20%)

Value$5.5M (+$781.9K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares27,023 from 26,662

Change+361 (+1%)

Value$1.6M (-$27.7K)

Filed 2026-11-05

Abacus Planning Group, Inc.

DECREASED

Shares24,154 from 29,239

Change-5,085 (-17%)

Value$1.4M (-$355.1K)

Filed 2026-11-02

Barclays PLC

DECREASED

Shares24,146 from 26,376

Change-2,230 (-8%)

Value$1.4M (-$180.7K)

Filed 2026-11-06

Sheets Smith Wealth Management

UNCHANGED

Shares19,639 from 19,639

Change0 (0%)

Value$1.2M (-$36.1K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares17,086 from 11,080

Change+6,006 (+54%)

Value$1.0M (+$335.5K)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares16,266 from 12,940

Change+3,326 (+26%)

Value$963.9K (+$173.3K)

Filed 2026-11-04

Assenagon Asset Management S.A.

UNCHANGED

Shares12,950 from 12,950

Change0 (0%)

Value$767.4K (-$23.8K)

Filed 2026-10-15

Penn Capital Management Company, LLC

INCREASED

Shares12,577 from 11,080

Change+1,497 (+14%)

Value$745.3K (+$68.3K)

Filed 2026-11-04

Godsey & Gibb, Inc

UNCHANGED

Shares11,060 from 11,060

Change0 (0%)

Value$655.4K (-$20.4K)

Filed 2026-10-14

Foster Victor Wealth Advisors, LLC

INCREASED

Shares10,079 from 9,992

Change+87 (+1%)

Value$596.0K (-$17.6K)

Filed 2026-10-21

Deutsche Bank Ag\

DECREASED

Shares7,876 from 8,965

Change-1,089 (-12%)

Value$466.7K (-$81.0K)

Filed 2026-11-06

Colton Groome Financial Advisors, LLC

UNCHANGED

Shares7,675 from 7,675

Change0 (0%)

Value$454.8K (-$14.1K)

Filed 2026-10-06

Wagner Wealth Management, LLC

UNCHANGED

Shares6,809 from 6,809

Change0 (0%)

Value$403.5K (-$12.5K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares5,932 from 5,609

Change+323 (+6%)

Value$358.3K (+$17.6K)

Filed 2026-10-13

Elco Management Co., LLC

DECREASED

Shares5,000 from 8,348

Change-3,348 (-40%)

Value$296.3K (-$213.8K)

Filed 2026-10-14

Sentinel Trust Co LBA

UNCHANGED

Shares4,382 from 4,382

Change0 (0%)

Value$260 (-$8)

Filed 2026-11-03

SeaCrest Wealth Management, LLC

INCREASED

Shares3,851 from 3,801

Change+50 (+1%)

Value$228.2K (-$4.0K)

Filed 2026-10-21

Signaturefd, LLC

INCREASED

Shares1,930 from 1,927

Change+3 (+0%)

Value$114.4K (-$3.4K)

Filed 2026-10-23

Cullen T Bankers, Inc.

INCREASED

Shares955 from 805

Change+150 (+19%)

Value$56.6K (+$7.4K)

Filed 2026-10-28

State of Alaska, Department of Revenue

INCREASED

Shares708 from 337

Change+371 (+110%)

Value$40 (+$20)

Filed 2026-10-15

USA Financial Formulas

NEW

Shares665

Change+665

Value$39.4K

Filed 2026-10-16

Blue Trust, Inc.

UNCHANGED

Shares438 from 438

Change0 (0%)

Value$26.0K (-$806)

Filed 2026-10-15

Allworth Financial LP

INCREASED

Shares381 from 348

Change+33 (+9%)

Value$23.3K (+$2.0K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares293 from 262

Change+31 (+12%)

Value$17.4K (+$1.4K)

Filed 2026-10-02

Ascentis Independent Advisors

NEW

Shares268

Change+268

Value$15.9K

Filed 2026-11-03

Gamma Investing LLC

INCREASED

Shares235 from 179

Change+56 (+31%)

Value$13.9K (+$3.0K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$12.7K (-$393)

Filed 2026-10-27

CX Institutional

NEW

Shares182

Change+182

Value$11

Filed 2026-10-02

Sterling Capital Management LLC

DECREASED

Shares178 from 185

Change-7 (-4%)

Value$10.5K (-$756)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares137 from 2

Change+135 (+6750%)

Value$8.1K (+$8.0K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares114 from 103

Change+11 (+11%)

Value$6.8K (+$462)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares93 from 19

Change+74 (+389%)

Value$5.5K (+$4.4K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares87

Change+87

Value$5.2K

Filed 2026-10-21

Fifth Third Bancorp

DECREASED

Shares82 from 91

Change-9 (-10%)

Value$4.9K (-$701)

Filed 2026-11-05

Essential Partners LLC

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$4.1K (-$127)

Filed 2026-10-14

Parallel Advisors, LLC

INCREASED

Shares67 from 37

Change+30 (+81%)

Value$4.0K (+$1.7K)

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$3.3K (-$101)

Filed 2026-10-16

PNC Financial Services Group, Inc.

INCREASED

Shares31 from 17

Change+14 (+82%)

Value$1.8K (+$798)

Filed 2026-11-06

Chilton Capital Management LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.4K (-$43)

Filed 2026-10-28

Nisa Investment Advisors, LLC

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$889 (-$28)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$770 (-$24)

Filed 2026-11-05

Torren Management, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$770 (-$24)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares9

Change+9

Value$533

Filed 2026-10-30

Larson Financial Group LLC

NEW

Shares9

Change+9

Value$533

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$475 (-$14)

Filed 2026-10-13

Covestor Ltd

NEW

Shares2

Change+2

Value$0

Filed 2026-10-30

Clearstead Advisors, LLC

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$119 (-$66)

Filed 2026-11-06

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$61

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$59 (-$2)

Filed 2026-10-29

Strs Ohio

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$733.2K)

Filed 2026-10-30

State of Wyoming

CLOSED

Shares0 from 1,226

Change-1,226 (-100%)

Value$0 (-$74.9K)

Filed 2026-10-28

Avion Wealth

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 ($0)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$687)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$183)

Filed 2026-10-07

FJ Capital Management LLC

N/A

Shares— from 892,223

Change-892,223 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 844,650

Change-844,650 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 830,375

Change-830,375 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 392,789

Change-392,789 (-100%)

Value—

State Street Corp

N/A

Shares— from 373,521

Change-373,521 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 247,644

Change-247,644 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 186,307

Change-186,307 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 179,992

Change-179,992 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 162,655

Change-162,655 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 157,858

Change-157,858 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 126,040

Change-126,040 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 122,000

Change-122,000 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 116,130

Change-116,130 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 106,925

Change-106,925 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 106,590

Change-106,590 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 96,212

Change-96,212 (-100%)

Value—

Stieven Capital Advisors, L.P.

N/A

Shares— from 94,114

Change-94,114 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 91,966

Change-91,966 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 87,448

Change-87,448 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 85,785

Change-85,785 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 76,428

Change-76,428 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 76,294

Change-76,294 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 67,146

Change-67,146 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 66,487

Change-66,487 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 66,318

Change-66,318 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 62,534

Change-62,534 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 59,419

Change-59,419 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 59,177

Change-59,177 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 54,318

Change-54,318 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 49,465

Change-49,465 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 49,333

Change-49,333 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 48,265

Change-48,265 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 44,884

Change-44,884 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 41,108

Change-41,108 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 40,002

Change-40,002 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 36,894

Change-36,894 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 34,246

Change-34,246 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 31,021

Change-31,021 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 29,741

Change-29,741 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 29,730

Change-29,730 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 29,227

Change-29,227 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 29,119

Change-29,119 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 27,962

Change-27,962 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 27,146

Change-27,146 (-100%)

Value—

PMC FIG Opportunities LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 24,000

Change-24,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 21,797

Change-21,797 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 21,693

Change-21,693 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 20,972

Change-20,972 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 20,910

Change-20,910 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 19,877

Change-19,877 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 16,800

Change-16,800 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 16,707

Change-16,707 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 16,412

Change-16,412 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 16,229

Change-16,229 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,595

Change-15,595 (-100%)

Value—

Soros Fund Management LLC

N/A

Shares— from 14,448

Change-14,448 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 13,984

Change-13,984 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 13,952

Change-13,952 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 13,348

Change-13,348 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 12,897

Change-12,897 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 12,591

Change-12,591 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 11,754

Change-11,754 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,642

Change-11,642 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 11,508

Change-11,508 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,251

Change-10,251 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 9,952

Change-9,952 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 9,609

Change-9,609 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 9,113

Change-9,113 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 8,405

Change-8,405 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,150

Change-8,150 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,399

Change-7,399 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 7,331

Change-7,331 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 6,610

Change-6,610 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 6,586

Change-6,586 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,282

Change-6,282 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 6,139

Change-6,139 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 6,004

Change-6,004 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,393

Change-5,393 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,340

Change-5,340 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 4,710

Change-4,710 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 4,606

Change-4,606 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,463

Change-4,463 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 4,289

Change-4,289 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,236

Change-4,236 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,234

Change-4,234 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Semanteon Capital Management, LP

N/A

Shares— from 3,883

Change-3,883 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 3,341

Change-3,341 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,983

Change-2,983 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,980

Change-2,980 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,753

Change-2,753 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,680

Change-1,680 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 1,205

Change-1,205 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 885

Change-885 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 835

Change-835 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 593

Change-593 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 559

Change-559 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 472

Change-472 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 397

Change-397 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 223

Change-223 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 218

Change-218 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 109

Change-109 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 100

Change-100 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 30

Change-30 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 24

Change-24 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 23

Change-23 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 23

Change-23 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Quarry LP

N/A

Shares— from 15

Change-15 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Endeavour Capital Advisors Inc	UNCHANGED	662,860	662,860	0	0%	$40.5M	$39.3M	-$1.2M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	394,022	387,861	+6,161	+2%	$23.7M	$23.3M	-$348.4K	2026-11-04
Geode Capital Management, LLC	DECREASED	234,171	237,053	-2,882	-1%	$14.5M	$13.9M	-$607.0K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	92,581	76,998	+15,583	+20%	$4.7M	$5.5M	+$781.9K	2026-11-06
Bank of New York Mellon Corp	INCREASED	27,023	26,662	+361	+1%	$1.6M	$1.6M	-$27.7K	2026-11-05
Abacus Planning Group, Inc.	DECREASED	24,154	29,239	-5,085	-17%	$1.8M	$1.4M	-$355.1K	2026-11-02
Barclays PLC	DECREASED	24,146	26,376	-2,230	-8%	$1.6M	$1.4M	-$180.7K	2026-11-06
Sheets Smith Wealth Management	UNCHANGED	19,639	19,639	0	0%	$1.2M	$1.2M	-$36.1K	2026-10-16
Creative Planning	INCREASED	17,086	11,080	+6,006	+54%	$677.0K	$1.0M	+$335.5K	2026-11-02
Citigroup Inc	INCREASED	16,266	12,940	+3,326	+26%	$790.6K	$963.9K	+$173.3K	2026-11-04
Assenagon Asset Management S.A.	UNCHANGED	12,950	12,950	0	0%	$791.2K	$767.4K	-$23.8K	2026-10-15
Penn Capital Management Company, LLC	INCREASED	12,577	11,080	+1,497	+14%	$677.0K	$745.3K	+$68.3K	2026-11-04
Godsey & Gibb, Inc	UNCHANGED	11,060	11,060	0	0%	$675.8K	$655.4K	-$20.4K	2026-10-14
Foster Victor Wealth Advisors, LLC	INCREASED	10,079	9,992	+87	+1%	$613.6K	$596.0K	-$17.6K	2026-10-21
Deutsche Bank Ag\	DECREASED	7,876	8,965	-1,089	-12%	$547.8K	$466.7K	-$81.0K	2026-11-06
Colton Groome Financial Advisors, LLC	UNCHANGED	7,675	7,675	0	0%	$468.9K	$454.8K	-$14.1K	2026-10-06
Wagner Wealth Management, LLC	UNCHANGED	6,809	6,809	0	0%	$416.0K	$403.5K	-$12.5K	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	5,932	5,609	+323	+6%	$340.7K	$358.3K	+$17.6K	2026-10-13
Elco Management Co., LLC	DECREASED	5,000	8,348	-3,348	-40%	$510.1K	$296.3K	-$213.8K	2026-10-14
Sentinel Trust Co LBA	UNCHANGED	4,382	4,382	0	0%	$268	$260	-$8	2026-11-03
SeaCrest Wealth Management, LLC	INCREASED	3,851	3,801	+50	+1%	$232.2K	$228.2K	-$4.0K	2026-10-21
Signaturefd, LLC	INCREASED	1,930	1,927	+3	+0%	$117.7K	$114.4K	-$3.4K	2026-10-23
Cullen T Bankers, Inc.	INCREASED	955	805	+150	+19%	$49.2K	$56.6K	+$7.4K	2026-10-28
State of Alaska, Department of Revenue	INCREASED	708	337	+371	+110%	$20	$40	+$20	2026-10-15
USA Financial Formulas	NEW	665	—	+665	—	—	$39.4K	—	2026-10-16
Blue Trust, Inc.	UNCHANGED	438	438	0	0%	$26.8K	$26.0K	-$806	2026-10-15
Allworth Financial LP	INCREASED	381	348	+33	+9%	$21.3K	$23.3K	+$2.0K	2026-11-06
Versant Capital Management, Inc	INCREASED	293	262	+31	+12%	$16.0K	$17.4K	+$1.4K	2026-10-02
Ascentis Independent Advisors	NEW	268	—	+268	—	—	$15.9K	—	2026-11-03
Gamma Investing LLC	INCREASED	235	179	+56	+31%	$10.9K	$13.9K	+$3.0K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	214	214	0	0%	$13.1K	$12.7K	-$393	2026-10-27
CX Institutional	NEW	182	—	+182	—	—	$11	—	2026-10-02
Sterling Capital Management LLC	DECREASED	178	185	-7	-4%	$11.3K	$10.5K	-$756	2026-10-22
SJS Investment Consulting Inc.	INCREASED	137	2	+135	+6750%	$123	$8.1K	+$8.0K	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	114	103	+11	+11%	$6.3K	$6.8K	+$462	2026-11-04
Farther Finance Advisors, LLC	INCREASED	93	19	+74	+389%	$1.2K	$5.5K	+$4.4K	2026-10-08
Root Financial Partners, LLC	NEW	87	—	+87	—	—	$5.2K	—	2026-10-21
Fifth Third Bancorp	DECREASED	82	91	-9	-10%	$5.6K	$4.9K	-$701	2026-11-05
Essential Partners LLC	UNCHANGED	69	69	0	0%	$4.2K	$4.1K	-$127	2026-10-14
Parallel Advisors, LLC	INCREASED	67	37	+30	+81%	$2.3K	$4.0K	+$1.7K	2026-11-03
IFP Advisors, Inc	UNCHANGED	55	55	0	0%	$3.4K	$3.3K	-$101	2026-10-16
PNC Financial Services Group, Inc.	INCREASED	31	17	+14	+82%	$1.0K	$1.8K	+$798	2026-11-06
Chilton Capital Management LLC	UNCHANGED	23	23	0	0%	$1.4K	$1.4K	-$43	2026-10-28
Nisa Investment Advisors, LLC	UNCHANGED	15	15	0	0%	$917	$889	-$28	2026-10-20
US Bancorp \de\	UNCHANGED	13	13	0	0%	$794	$770	-$24	2026-11-05
Torren Management, LLC	UNCHANGED	13	13	0	0%	$794	$770	-$24	2026-10-29
Provenance Wealth Advisors, LLC	NEW	9	—	+9	—	—	$533	—	2026-10-30
Larson Financial Group LLC	NEW	9	—	+9	—	—	$533	—	2026-11-05
True Wealth Design, LLC	UNCHANGED	8	8	0	0%	$489	$475	-$14	2026-10-13
Covestor Ltd	NEW	2	—	+2	—	—	$0	—	2026-10-30
Clearstead Advisors, LLC	DECREASED	2	3	-1	-33%	$185	$119	-$66	2026-11-06
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$61	—	2026-10-30
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$61	$59	-$2	2026-10-29
Strs Ohio	CLOSED	0	12,000	-12,000	-100%	$733.2K	$0	-$733.2K	2026-10-30
State of Wyoming	CLOSED	0	1,226	-1,226	-100%	$74.9K	$0	-$74.9K	2026-10-28
Avion Wealth	CLOSED	0	16	-16	-100%	$0	$0	$0	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	11	-11	-100%	$687	$0	-$687	2026-11-02
Wealth Enhancement Trust Services, Inc.	CLOSED	0	3	-3	-100%	$183	$0	-$183	2026-10-07
FJ Capital Management LLC	N/A	—	892,223	-892,223	-100%	$54.5M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	844,650	-844,650	-100%	$51.6M	—	—	—
BlackRock, Inc.	N/A	—	830,375	-830,375	-100%	$50.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	392,789	-392,789	-100%	$24.0M	—	—	—
State Street Corp	N/A	—	373,521	-373,521	-100%	$22.8M	—	—	—
Ameriprise Financial Inc	N/A	—	247,644	-247,644	-100%	$15.1M	—	—	—
Renaissance Technologies LLC	N/A	—	186,307	-186,307	-100%	$11.4M	—	—	—
Walleye Capital LLC	N/A	—	179,992	-179,992	-100%	$11.0M	—	—	—
Banc Funds Co LLC	N/A	—	162,655	-162,655	-100%	$9.9M	—	—	—
American Century Companies Inc	N/A	—	157,858	-157,858	-100%	$9.6M	—	—	—
Morgan Stanley	N/A	—	126,040	-126,040	-100%	$7.7M	—	—	—
Maltese Capital Management LLC	N/A	—	122,000	-122,000	-100%	$7.5M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	116,130	-116,130	-100%	$7.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	106,925	-106,925	-100%	$6.5M	—	—	—
Alliancebernstein L.P.	N/A	—	106,590	-106,590	-100%	$5.8M	—	—	—
JPMorgan Chase & Co	N/A	—	96,212	-96,212	-100%	$5.9M	—	—	—
Stieven Capital Advisors, L.P.	N/A	—	94,114	-94,114	-100%	$5.8M	—	—	—
Bank of America Corp	N/A	—	91,966	-91,966	-100%	$5.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	87,448	-87,448	-100%	$5.3M	—	—	—
Northern Trust Corp	N/A	—	85,785	-85,785	-100%	$5.2M	—	—	—
AQR Capital Management LLC	N/A	—	76,428	-76,428	-100%	$4.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	76,294	-76,294	-100%	$4.7M	—	—	—
Zacks Investment Management	N/A	—	67,146	-67,146	-100%	$4.1M	—	—	—
Millennium Management LLC	N/A	—	66,487	-66,487	-100%	$4.1M	—	—	—
Trexquant Investment LP	N/A	—	66,318	-66,318	-100%	$4.1M	—	—	—
Gabelli Funds LLC	N/A	—	62,534	-62,534	-100%	$3.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	59,419	-59,419	-100%	$3.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	59,177	-59,177	-100%	$3.6M	—	—	—
EJF Capital LP	N/A	—	54,318	-54,318	-100%	$3.3M	—	—	—
Wellington Management Group LLP	N/A	—	49,465	-49,465	-100%	$3.0M	—	—	—
Citadel Advisors LLC	N/A	—	49,333	-49,333	-100%	$3.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	48,265	-48,265	-100%	$2.9M	—	—	—
Acadian Asset Management LLC	N/A	—	44,884	-44,884	-100%	$2.7M	—	—	—
Algert Global LLC	N/A	—	41,108	-41,108	-100%	$2.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	40,002	-40,002	-100%	$2.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	36,894	-36,894	-100%	$2.3M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	34,246	-34,246	-100%	$2.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	31,021	-31,021	-100%	$1.9M	—	—	—
Victory Capital Management Inc	N/A	—	29,741	-29,741	-100%	$1.8M	—	—	—
Voleon Capital Management LP	N/A	—	29,730	-29,730	-100%	$1.8M	—	—	—
Empowered Funds, LLC	N/A	—	29,227	-29,227	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	29,119	-29,119	-100%	$1.8M	—	—	—
XTX Topco Ltd	N/A	—	27,962	-27,962	-100%	$1.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	27,146	-27,146	-100%	$1.7M	—	—	—
PMC FIG Opportunities LLC	N/A	—	25,000	-25,000	-100%	$1.5M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	24,000	-24,000	-100%	$1.5M	—	—	—
SEI Investments Co	N/A	—	21,797	-21,797	-100%	$1.3M	—	—	—
Marshall Wace, LLP	N/A	—	21,693	-21,693	-100%	$1.3M	—	—	—
Quantinno Capital Management LP	N/A	—	20,972	-20,972	-100%	$1.3M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	20,910	-20,910	-100%	$1.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	19,877	-19,877	-100%	$1.2M	—	—	—
Teton Advisors, LLC	N/A	—	16,800	-16,800	-100%	$1.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	16,707	-16,707	-100%	$1.0M	—	—	—
Nuveen, LLC	N/A	—	16,412	-16,412	-100%	$1.0M	—	—	—
Quantbot Technologies LP	N/A	—	16,229	-16,229	-100%	$991.6K	—	—	—
Franklin Resources Inc	N/A	—	15,595	-15,595	-100%	$952.9K	—	—	—
Soros Fund Management LLC	N/A	—	14,448	-14,448	-100%	$882.8K	—	—	—
Two Sigma Investments, LP	N/A	—	13,984	-13,984	-100%	$854.4K	—	—	—
Informed Momentum Co LLC	N/A	—	13,952	-13,952	-100%	$852.5K	—	—	—
Mendon Capital Advisors Corp	N/A	—	13,348	-13,348	-100%	$815.6K	—	—	—
Legato Capital Management LLC	N/A	—	12,897	-12,897	-100%	$788.0K	—	—	—
De Lisle Partners LLP	N/A	—	12,591	-12,591	-100%	$769.9K	—	—	—
Rhumbline Advisers	N/A	—	11,754	-11,754	-100%	$718.2K	—	—	—
UBS Group AG	N/A	—	11,642	-11,642	-100%	$711.3K	—	—	—
Invesco Ltd.	N/A	—	11,508	-11,508	-100%	$703.1K	—	—	—
Wells Fargo & Company	N/A	—	10,251	-10,251	-100%	$626.4K	—	—	—
Rafferty Asset Management, LLC	N/A	—	9,952	-9,952	-100%	$608.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	9,609	-9,609	-100%	$587.1K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	9,113	-9,113	-100%	$556.8K	—	—	—
Tidal Investments LLC	N/A	—	8,405	-8,405	-100%	$513.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,150	-8,150	-100%	$498.0K	—	—	—
Royal Bank of Canada	N/A	—	7,399	-7,399	-100%	$452.0K	—	—	—
IEQ Capital, LLC	N/A	—	7,331	-7,331	-100%	$447.9K	—	—	—
Colonial Trust Advisors	N/A	—	6,610	-6,610	-100%	$403.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	6,586	-6,586	-100%	$402.4K	—	—	—
SG Americas Securities, LLC	N/A	—	6,282	-6,282	-100%	$384.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	6,139	-6,139	-100%	$375.1K	—	—	—
Panagora Asset Management Inc	N/A	—	6,004	-6,004	-100%	$366.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,393	-5,393	-100%	$329.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	5,340	-5,340	-100%	$327.0K	—	—	—
Engineers Gate Manager LP	N/A	—	4,710	-4,710	-100%	$287.8K	—	—	—
Virtu Financial LLC	N/A	—	4,606	-4,606	-100%	$281.0K	—	—	—
New York State Common Retirement Fund	N/A	—	4,463	-4,463	-100%	$272.7K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	4,289	-4,289	-100%	$262.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,236	-4,236	-100%	$258.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,234	-4,234	-100%	$258.7K	—	—	—
Mariner, LLC	N/A	—	3,986	-3,986	-100%	$243.5K	—	—	—
Semanteon Capital Management, LP	N/A	—	3,883	-3,883	-100%	$237.3K	—	—	—
First Trust Advisors LP	N/A	—	3,341	-3,341	-100%	$204.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,983	-2,983	-100%	$182.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,980	-2,980	-100%	$182.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,753	-2,753	-100%	$168.2K	—	—	—
FMR LLC	N/A	—	1,680	-1,680	-100%	$102.7K	—	—	—
Colonial Trust Co / SC	N/A	—	1,205	-1,205	-100%	$73.6K	—	—	—
Legal & General Group Plc	N/A	—	885	-885	-100%	$54.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	835	-835	-100%	$51.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	593	-593	-100%	$36.2K	—	—	—
Arax Advisory Partners	N/A	—	559	-559	-100%	$34.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	472	-472	-100%	$28.8K	—	—	—
Brown Brothers Harriman & Co	N/A	—	397	-397	-100%	$24.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	223	-223	-100%	$13.6K	—	—	—
Anchor Investment Management, LLC	N/A	—	218	-218	-100%	$13.3K	—	—	—
California State Teachers Retirement System	N/A	—	109	-109	-100%	$6.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	100	-100	-100%	$6.1K	—	—	—
Continuum Advisory, LLC	N/A	—	71	-71	-100%	$4.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	63	-63	-100%	$3.8K	—	—	—
Rothschild Investment LLC	N/A	—	55	-55	-100%	$3.4K	—	—	—
Picton Mahoney Asset Management	N/A	—	30	-30	-100%	$1.8K	—	—	—
Optiver Holding B.V.	N/A	—	24	-24	-100%	$1.5K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	23	-23	-100%	$1.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	23	-23	-100%	$1.4K	—	—	—
BFC Planning, Inc.	N/A	—	23	-23	-100%	$1.4K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	17	-17	-100%	$1.0K	—	—	—
Quarry LP	N/A	—	15	-15	-100%	$917	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	14	-14	-100%	$855	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$62	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$61	—	—	—

Showing 175 of 175 institutions