Southern First Bancshares, Inc.(SFST)

$62.49—

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Southern First Bancshares, Inc.(SFST)

NASDAQ

$62.49—

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SFST(SFST)

SFST

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 183 Institutional Holders

Holder	Shares	Date	Change	% Held
Abacus Planning Group, Inc.	29.24K	Jun 30, 26	-1.14K	0.31%
SHEETS SMITH WEALTH MANAGEMENT	19.64K	Jun 30, 26	+435	0.21%
Assenagon Asset Management S.A.	12.95K	Jun 30, 26	-11.54K	0.14%
GODSEY & GIBB, INC	11.06K	Jun 30, 26	--	0.12%
Foster Victor Wealth Advisors, LLC	9.99K	Jun 30, 26	+539	0.11%
COLTON GROOME FINANCIAL ADVISORS, LLC	7.67K	Jun 30, 26	--	0.08%
Wagner Wealth Management, LLC	6.81K	Jun 30, 26	-475	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.61K	Jun 30, 26	+1.66K	0.06%
SENTINEL TRUST CO LBA	4.38K	Jun 30, 26	--	0.05%
SeaCrest Wealth Management, LLC	3.80K	Jun 30, 26	-4.19K	0.04%
Police & Firemen's Retirement System of New Jersey	2.98K	Jun 30, 26	+748	0.03%
SIGNATUREFD, LLC	1.93K	Jun 30, 26	--	0.02%
CULLEN/FROST BANKERS, INC.	805	Jun 30, 26	+54	0.01%
Ronald Blue Trust, Inc.	438	Jun 30, 26	--	0.00%
State of Alaska, Department of Revenue	337	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	262	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	185	Jun 30, 26	-73	0.00%
GAMMA Investing LLC	179	Jun 30, 26	-10	0.00%
EverSource Wealth Advisors, LLC	103	Jun 30, 26	+6	0.00%
IFP Advisors, Inc	55	Jun 30, 26	+38	0.00%
Farther Finance Advisors, LLC	19	Jun 30, 26	+10	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11	Jun 30, 26	--	0.00%
True Wealth Design, LLC	8	Jun 30, 26	-3	0.00%
SJS Investment Consulting Inc.	2	Jun 30, 26	+2	0.00%
T. Rowe Price Investment Management, Inc.	817.84K	Mar 31, 26	+33.10K	8.65%
FJ Capital Management LLC	807.22K	Mar 31, 26	--	8.54%
BlackRock, Inc.	712.41K	Mar 31, 26	-9.42K	7.53%
ENDEAVOUR CAPITAL ADVISORS INC	607.40K	Mar 31, 26	+21.39K	6.42%
DIMENSIONAL FUND ADVISORS LP	380.37K	Mar 31, 26	+2.66K	4.02%
AMERIPRISE FINANCIAL INC	271.24K	Mar 31, 26	+3.50K	2.87%
rhino investment partners, Inc	210.12K	Mar 31, 26	--	2.22%
GEODE CAPITAL MANAGEMENT, LLC	180.23K	Mar 31, 26	+1.52K	1.91%
BANC FUNDS CO LLC	171.66K	Mar 31, 26	--	1.82%
STATE STREET CORP	167.96K	Mar 31, 26	+2.98K	1.78%
RENAISSANCE TECHNOLOGIES LLC	150.61K	Mar 31, 26	+22.70K	1.59%
AMERICAN CENTURY COMPANIES INC	149.42K	Mar 31, 26	+23.85K	1.58%
ACADIAN ASSET MANAGEMENT LLC	124.58K	Mar 31, 26	+35.80K	1.32%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	115.13K	Mar 31, 26	+115.13K	1.22%
MORGAN STANLEY	84.60K	Mar 31, 26	+30.55K	0.89%
NORTHERN TRUST CORP	71.09K	Mar 31, 26	+4.31K	0.75%
GOLDMAN SACHS GROUP INC	65.90K	Mar 31, 26	-12.08K	0.70%
GABELLI FUNDS LLC	62.53K	Mar 31, 26	+1.96K	0.66%
ZACKS INVESTMENT MANAGEMENT	61.50K	Mar 31, 26	+4.51K	0.65%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	56.63K	Mar 31, 26	+2.28K	0.60%
Russell Investments Group, Ltd.	53.29K	Mar 31, 26	-60	0.56%
VANGUARD FIDUCIARY TRUST CO	51.09K	Mar 31, 26	+51.09K	0.54%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	44.53K	Mar 31, 26	+11.06K	0.47%
ALLIANCEBERNSTEIN L.P.	41.56K	Mar 31, 26	-115.81K	0.44%
Elizabeth Park Capital Advisors, Ltd.	37.80K	Mar 31, 26	+37.80K	0.40%
Qube Research & Technologies Ltd	37.47K	Mar 31, 26	+13.79K	0.40%
MALTESE CAPITAL MANAGEMENT LLC	35.03K	Mar 31, 26	+6.38K	0.37%
SEI INVESTMENTS CO	34.71K	Mar 31, 26	+20.67K	0.37%
ALGERT GLOBAL LLC	34.01K	Mar 31, 26	+34.01K	0.36%
GAMCO INVESTORS, INC. ET AL	29.40K	Mar 31, 26	--	0.31%
CAPTRUST FINANCIAL ADVISORS	28.98K	Mar 31, 26	+754	0.31%
Empowered Funds, LLC	27.24K	Mar 31, 26	+2.28K	0.29%
AQR CAPITAL MANAGEMENT LLC	26.68K	Mar 31, 26	+3.65K	0.28%
MARSHALL WACE, LLP	24.60K	Mar 31, 26	-25.85K	0.26%
Trexquant Investment LP	22.26K	Mar 31, 26	+1.48K	0.24%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	22.07K	Mar 31, 26	-269	0.23%
EAM Investors, LLC	21.48K	Mar 31, 26	--	0.23%
Bank of New York Mellon Corp	20.23K	Mar 31, 26	-624	0.21%
Integrated Quantitative Investments LLC	19.85K	Mar 31, 26	+19.85K	0.21%
BARCLAYS PLC	19.35K	Mar 31, 26	-10.45K	0.20%
BANK OF AMERICA CORP /DE/	18.20K	Mar 31, 26	+7.99K	0.19%
STATE OF WISCONSIN INVESTMENT BOARD	16.86K	Mar 31, 26	+1.50K	0.18%
Quantinno Capital Management LP	15.62K	Mar 31, 26	+5.54K	0.17%
D. E. Shaw & Co., Inc.	15.34K	Mar 31, 26	-8.49K	0.16%
XTX Topco Ltd	14.09K	Mar 31, 26	+14.09K	0.15%
Nuveen, LLC	13.79K	Mar 31, 26	-850	0.15%
Engineers Gate Manager LP	13.52K	Mar 31, 26	+13.52K	0.14%
MILLENNIUM MANAGEMENT LLC	13.10K	Mar 31, 26	+7.06K	0.14%
De Lisle Partners LLP	12.59K	Mar 31, 26	--	0.13%
NewEdge Advisors, LLC	12.14K	Mar 31, 26	+957	0.13%
Legato Capital Management LLC	11.84K	Mar 31, 26	+11.84K	0.13%
Connor, Clark & Lunn Investment Management Ltd.	11.82K	Mar 31, 26	+5.26K	0.13%
STRS OHIO	10.70K	Mar 31, 26	--	0.11%
Invesco Ltd.	10.31K	Mar 31, 26	-751	0.11%
RHUMBLINE ADVISERS	9.90K	Mar 31, 26	-245	0.10%
Toroso Investments, LLC	8.55K	Mar 31, 26	+8.55K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.15K	Mar 31, 26	-85	0.09%
HRT FINANCIAL LP	7.48K	Mar 31, 26	+7.48K	0.08%
BNP PARIBAS ARBITRAGE, SNC	7.42K	Mar 31, 26	+2.13K	0.08%
Arkadios Wealth Advisors	7.30K	Mar 31, 26	+7.30K	0.08%
Quadrature Capital Ltd	7.25K	Mar 31, 26	+7.25K	0.08%
ROYAL BANK OF CANADA	7.12K	Mar 31, 26	-2.04K	0.08%
Colonial Trust Advisors	6.61K	Mar 31, 26	+1.82K	0.07%
LOS ANGELES CAPITAL MANAGEMENT LLC	6.59K	Mar 31, 26	-13.76K	0.07%
Hillsdale Investment Management Inc.	6.57K	Mar 31, 26	+6.40K	0.07%
Numerai GP LLC	6.20K	Mar 31, 26	+6.20K	0.07%
JANE STREET GROUP, LLC	6.09K	Mar 31, 26	-10.87K	0.06%
PANAGORA ASSET MANAGEMENT INC	6.00K	Mar 31, 26	--	0.06%
DEUTSCHE BANK AG\	5.82K	Mar 31, 26	+2.79K	0.06%
Brendel Financial Advisors LLC	5.60K	Mar 31, 26	+5.60K	0.06%
ELCO Management Co., LLC	5.58K	Mar 31, 26	--	0.06%
MENDON CAPITAL ADVISORS CORP	5.58K	Mar 31, 26	--	0.06%
OCCUDO QUANTITATIVE STRATEGIES LP	5.41K	Mar 31, 26	+1.15K	0.06%
PRICE T ROWE ASSOCIATES INC /MD/	5.34K	Mar 31, 26	+647	0.06%
WELLS FARGO & COMPANY/MN	5.17K	Mar 31, 26	-5.86K	0.05%
FRANKLIN RESOURCES INC	4.99K	Mar 31, 26	--	0.05%
Fourthstone LLC	4.56K	Mar 31, 26	-118.68K	0.05%
Creative Planning	4.54K	Mar 31, 26	+4.54K	0.05%
Point72 Asset Management, L.P.	4.49K	Mar 31, 26	+4.49K	0.05%
Polymer Capital Management (US) LLC	4.48K	Mar 31, 26	+4.48K	0.05%
ADVISOR GROUP HOLDINGS, INC.	4.45K	Mar 31, 26	--	0.05%
IEQ CAPITAL, LLC	4.36K	Mar 31, 26	+4.36K	0.05%
MetLife Investment Management, LLC	4.29K	Mar 31, 26	--	0.05%
MIRABELLA FINANCIAL SERVICES LLP	4.06K	Mar 31, 26	+4.06K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.90K	Mar 31, 26	+3.90K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	3.76K	Mar 31, 26	+171	0.04%
JPMORGAN CHASE & CO	3.39K	Mar 31, 26	-2.49K	0.04%
UBS Group AG	3.20K	Mar 31, 26	-12.01K	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	2.76K	Mar 31, 26	--	0.03%
Vanguard Global Advisers, LLC	2.75K	Mar 31, 26	+2.75K	0.03%
CWM, LLC	1.95K	Mar 31, 26	+53	0.02%
FMR LLC	1.53K	Mar 31, 26	+36	0.02%
Colonial Trust Co / SC	1.21K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	1.17K	Mar 31, 26	+553	0.01%
Advisory Services Network, LLC	1.12K	Mar 31, 26	+1.12K	0.01%
CITIGROUP INC	1.10K	Mar 31, 26	-3.25K	0.01%
Legal & General Group Plc	658	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	613	Mar 31, 26	--	0.01%
Quantbot Technologies LP	563	Mar 31, 26	+563	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	472	Mar 31, 26	+404	0.00%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	422	Mar 31, 26	-57	0.00%
BROWN BROTHERS HARRIMAN & CO	397	Mar 31, 26	--	0.00%
Golden State Equity Partners	268	Mar 31, 26	+268	0.00%
Anchor Investment Management, LLC	218	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	214	Mar 31, 26	-889	0.00%
Allworth Financial LP	124	Mar 31, 26	+70	0.00%
JONES FINANCIAL COMPANIES LLLP	100	Mar 31, 26	--	0.00%
Optiver Holding B.V.	80	Mar 31, 26	+8	0.00%
FIFTH THIRD BANCORP	67	Mar 31, 26	+67	0.00%
Smartleaf Asset Management LLC	63	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	37	Mar 31, 26	+37	0.00%
SRS Capital Advisors, Inc.	31	Mar 31, 26	-3	0.00%
CHILTON CAPITAL MANAGEMENT LLC	23	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	20	Mar 31, 26	+20	0.00%
US BANCORP \DE\	18	Mar 31, 26	+18	0.00%
NISA INVESTMENT ADVISORS, LLC	15	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	12	Mar 31, 26	+4	0.00%
MAI Capital Management	11	Mar 31, 26	+5	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
Squarepoint Ops LLC	--	Mar 31, 26	-16.13K	--
Clearstead Advisors, LLC	--	Mar 31, 26	-1	--
SG Americas Securities, LLC	--	Mar 31, 26	-2.22K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-35.74K	--
CANADA PENSION PLAN INVESTMENT BOARD	--	Mar 31, 26	-2.90K	--
TWO SIGMA INVESTMENTS, LP	--	Mar 31, 26	-5.66K	--
Azora Capital LP	--	Mar 31, 26	-12.53K	--
Koss-Olinger Consulting, LLC	--	Mar 31, 26	-42.40K	--
VANGUARD GROUP INC	437.01K	Dec 31, 25	+5.20K	4.62%
ORG Partners LLC	268	Dec 31, 25	--	0.00%
COMERICA BANK	67	Dec 31, 25	--	0.00%
Teton Advisors, Inc.	18.00K	Jun 30, 25	-3.00K	0.19%
Nuveen Asset Management, LLC	18.71K	Dec 31, 24	--	0.20%
FinTrust Capital Advisors, LLC	2.78K	Sep 30, 24	--	0.03%
BlackRock Inc.	764.79K	Jun 30, 24	+4.80K	8.09%
PUTNAM INVESTMENTS LLC	47.60K	Dec 31, 23	-800	0.50%
River Oaks Capital LLC	94.90K	Sep 30, 23	-1.10K	1.00%
EA Series Trust	10.23K	Jun 30, 23	+10.23K	0.11%
Monarch Partners Asset Management LLC	54.71K	Dec 31, 22	+20.12K	0.58%
Reynolds Investment Management, Inc.	12.10K	Jun 30, 22	-10	0.13%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	16.04K	Mar 31, 22	-336	0.17%
Dixon Hughes Goodman Wealth Advisors LLC	4.18K	Mar 31, 22	+292	0.04%
Amalgamated Financial Corp.	1.00K	Mar 31, 22	+1.00K	0.01%
IndexIQ Advisors LLC	--	Mar 31, 22	-9.01K	--
Nachman Norwood & Parrott, Inc	61.70K	Jun 30, 21	--	0.65%
CASTINE CAPITAL MANAGEMENT, LLC	139.22K	Jun 30, 20	-60.79K	1.47%
Advisor Group, Inc.	--	Dec 31, 19	-250	--
TIAA CREF INVESTMENT MANAGEMENT LLC	13.16K	Mar 31, 19	--	0.14%
TEACHERS ADVISORS, LLC	10.53K	Mar 31, 19	--	0.11%
Edge Advisors, LLC	100	Jun 30, 18	--	0.00%
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	2.30K	Dec 31, 17	+1.20K	0.02%
Acrospire Investment Management LLC	--	Sep 30, 17	-3	--
TFS CAPITAL LLC	6.32K	Jun 30, 17	+6.32K	0.07%
BlackRock Fund Advisors	176.93K	Dec 31, 16	+32.58K	1.87%
BlackRock Institutional Trust Company, N.A.	41.42K	Dec 31, 16	--	0.44%
BlackRock Investment Management, LLC	23.22K	Dec 31, 16	-83	0.25%
BLACKROCK ADVISORS LLC	2.12K	Dec 31, 16	+55	0.02%
Emerald Acquisition Ltd.	9.38K	Sep 30, 16	+8.58K	0.10%
UBS AG	2.64K	Sep 30, 14	+1.04K	0.03%
MANULIFE INVESTMENT MANAGEMENT (US) LLC	153.88K	Mar 31, 13	+30.79K	1.63%

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Holder

Date

Change

% Held

Abacus Planning Group, Inc.

29.24K

Jun 30, 26

-1.14K

0.31%

SHEETS SMITH WEALTH MANAGEMENT

19.64K

Jun 30, 26

+435

0.21%

Assenagon Asset Management S.A.

12.95K

Jun 30, 26

-11.54K

0.14%

GODSEY & GIBB, INC

11.06K

Jun 30, 26

0.12%

Foster Victor Wealth Advisors, LLC

9.99K

Jun 30, 26

+539

0.11%

COLTON GROOME FINANCIAL ADVISORS, LLC

7.67K

Jun 30, 26

0.08%

Wagner Wealth Management, LLC

6.81K

Jun 30, 26

-475

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.61K

Jun 30, 26

+1.66K

0.06%

SENTINEL TRUST CO LBA

4.38K

Jun 30, 26

0.05%

SeaCrest Wealth Management, LLC

3.80K

Jun 30, 26

-4.19K

0.04%

Police & Firemen's Retirement System of New Jersey

2.98K

Jun 30, 26

+748

0.03%

SIGNATUREFD, LLC

1.93K

Jun 30, 26

0.02%

CULLEN/FROST BANKERS, INC.

805

Jun 30, 26

+54

0.01%

Ronald Blue Trust, Inc.

438

Jun 30, 26

0.00%

State of Alaska, Department of Revenue

337

Jun 30, 26

0.00%

Versant Capital Management, Inc

262

Jun 30, 26

0.00%

Sterling Capital Management LLC

185

Jun 30, 26

-73

0.00%

GAMMA Investing LLC

179

Jun 30, 26

-10

0.00%

EverSource Wealth Advisors, LLC

103

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

+38

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

+10

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

-3

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

T. Rowe Price Investment Management, Inc.

817.84K

Mar 31, 26

+33.10K

8.65%

FJ Capital Management LLC

807.22K

Mar 31, 26

8.54%

BlackRock, Inc.

712.41K

Mar 31, 26

-9.42K

7.53%

ENDEAVOUR CAPITAL ADVISORS INC

607.40K

Mar 31, 26

+21.39K

6.42%

DIMENSIONAL FUND ADVISORS LP

380.37K

Mar 31, 26

+2.66K

4.02%

AMERIPRISE FINANCIAL INC

271.24K

Mar 31, 26

+3.50K

2.87%

rhino investment partners, Inc

210.12K

Mar 31, 26

2.22%

GEODE CAPITAL MANAGEMENT, LLC

180.23K

Mar 31, 26

+1.52K

1.91%

BANC FUNDS CO LLC

171.66K

Mar 31, 26

1.82%

STATE STREET CORP

167.96K

Mar 31, 26

+2.98K

1.78%

RENAISSANCE TECHNOLOGIES LLC

150.61K

Mar 31, 26

+22.70K

1.59%

AMERICAN CENTURY COMPANIES INC

149.42K

Mar 31, 26

+23.85K

1.58%

ACADIAN ASSET MANAGEMENT LLC

124.58K

Mar 31, 26

+35.80K

1.32%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

115.13K

Mar 31, 26

+115.13K

1.22%

MORGAN STANLEY

84.60K

Mar 31, 26

+30.55K

0.89%

NORTHERN TRUST CORP

71.09K

Mar 31, 26

+4.31K

0.75%

GOLDMAN SACHS GROUP INC

65.90K

Mar 31, 26

-12.08K

0.70%

GABELLI FUNDS LLC

62.53K

Mar 31, 26

+1.96K

0.66%

ZACKS INVESTMENT MANAGEMENT

61.50K

Mar 31, 26

+4.51K

0.65%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

56.63K

Mar 31, 26

+2.28K

0.60%

Russell Investments Group, Ltd.

53.29K

Mar 31, 26

-60

0.56%

VANGUARD FIDUCIARY TRUST CO

51.09K

Mar 31, 26

+51.09K

0.54%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

44.53K

Mar 31, 26

+11.06K

0.47%

ALLIANCEBERNSTEIN L.P.

41.56K

Mar 31, 26

-115.81K

0.44%

Elizabeth Park Capital Advisors, Ltd.

37.80K

Mar 31, 26

+37.80K

0.40%

Qube Research & Technologies Ltd

37.47K

Mar 31, 26

+13.79K

0.40%

MALTESE CAPITAL MANAGEMENT LLC

35.03K

Mar 31, 26

+6.38K

0.37%

SEI INVESTMENTS CO

34.71K

Mar 31, 26

+20.67K

0.37%

ALGERT GLOBAL LLC

34.01K

Mar 31, 26

+34.01K

0.36%

GAMCO INVESTORS, INC. ET AL

29.40K

Mar 31, 26

0.31%

CAPTRUST FINANCIAL ADVISORS

28.98K

Mar 31, 26

+754

0.31%

Empowered Funds, LLC

27.24K

Mar 31, 26

+2.28K

0.29%

AQR CAPITAL MANAGEMENT LLC

26.68K

Mar 31, 26

+3.65K

0.28%

MARSHALL WACE, LLP

24.60K

Mar 31, 26

-25.85K

0.26%

Trexquant Investment LP

22.26K

Mar 31, 26

+1.48K

0.24%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

22.07K

Mar 31, 26

-269

0.23%

EAM Investors, LLC

21.48K

Mar 31, 26

0.23%

Bank of New York Mellon Corp

20.23K

Mar 31, 26

-624

0.21%

Integrated Quantitative Investments LLC

19.85K

Mar 31, 26

+19.85K

0.21%

BARCLAYS PLC

19.35K

Mar 31, 26

-10.45K

0.20%

BANK OF AMERICA CORP /DE/

18.20K

Mar 31, 26

+7.99K

0.19%

STATE OF WISCONSIN INVESTMENT BOARD

16.86K

Mar 31, 26

+1.50K

0.18%

Quantinno Capital Management LP

15.62K

Mar 31, 26

+5.54K

0.17%

D. E. Shaw & Co., Inc.

15.34K

Mar 31, 26

-8.49K

0.16%

XTX Topco Ltd

14.09K

Mar 31, 26

+14.09K

0.15%

Nuveen, LLC

13.79K

Mar 31, 26

-850

0.15%

Engineers Gate Manager LP

13.52K

Mar 31, 26

+13.52K

0.14%

MILLENNIUM MANAGEMENT LLC

13.10K

Mar 31, 26

+7.06K

0.14%

De Lisle Partners LLP

12.59K

Mar 31, 26

0.13%

NewEdge Advisors, LLC

12.14K

Mar 31, 26

+957

0.13%

Legato Capital Management LLC

11.84K

Mar 31, 26

+11.84K

0.13%

Connor, Clark & Lunn Investment Management Ltd.

11.82K

Mar 31, 26

+5.26K

0.13%

STRS OHIO

10.70K

Mar 31, 26

0.11%

Invesco Ltd.

10.31K

Mar 31, 26

-751

0.11%

RHUMBLINE ADVISERS

9.90K

Mar 31, 26

-245

0.10%

Toroso Investments, LLC

8.55K

Mar 31, 26

+8.55K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.15K

Mar 31, 26

-85

0.09%

HRT FINANCIAL LP

7.48K

Mar 31, 26

+7.48K

0.08%

BNP PARIBAS ARBITRAGE, SNC

7.42K

Mar 31, 26

+2.13K

0.08%

Arkadios Wealth Advisors

7.30K

Mar 31, 26

+7.30K

0.08%

Quadrature Capital Ltd

7.25K

Mar 31, 26

+7.25K

0.08%

ROYAL BANK OF CANADA

7.12K

Mar 31, 26

-2.04K

0.08%

Colonial Trust Advisors

6.61K

Mar 31, 26

+1.82K

0.07%

LOS ANGELES CAPITAL MANAGEMENT LLC

6.59K

Mar 31, 26

-13.76K

0.07%

Hillsdale Investment Management Inc.

6.57K

Mar 31, 26

+6.40K

0.07%

Numerai GP LLC

6.20K

Mar 31, 26

+6.20K

0.07%

JANE STREET GROUP, LLC

6.09K

Mar 31, 26

-10.87K

0.06%

PANAGORA ASSET MANAGEMENT INC

6.00K

Mar 31, 26

0.06%

DEUTSCHE BANK AG\

5.82K

Mar 31, 26

+2.79K

0.06%

Brendel Financial Advisors LLC

5.60K

Mar 31, 26

+5.60K

0.06%

ELCO Management Co., LLC

5.58K

Mar 31, 26

0.06%

MENDON CAPITAL ADVISORS CORP

5.58K

Mar 31, 26

0.06%

OCCUDO QUANTITATIVE STRATEGIES LP

5.41K

Mar 31, 26

+1.15K

0.06%

PRICE T ROWE ASSOCIATES INC /MD/

5.34K

Mar 31, 26

+647

0.06%

WELLS FARGO & COMPANY/MN

5.17K

Mar 31, 26

-5.86K

0.05%

FRANKLIN RESOURCES INC

4.99K

Mar 31, 26

0.05%

Fourthstone LLC

4.56K

Mar 31, 26

-118.68K

0.05%

Creative Planning

4.54K

Mar 31, 26

+4.54K

0.05%

Point72 Asset Management, L.P.

4.49K

Mar 31, 26

+4.49K

0.05%

Polymer Capital Management (US) LLC

4.48K

Mar 31, 26

+4.48K

0.05%

ADVISOR GROUP HOLDINGS, INC.

4.45K

Mar 31, 26

0.05%

IEQ CAPITAL, LLC

4.36K

Mar 31, 26

+4.36K

0.05%

MetLife Investment Management, LLC

4.29K

Mar 31, 26

0.05%

MIRABELLA FINANCIAL SERVICES LLP

4.06K

Mar 31, 26

+4.06K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.90K

Mar 31, 26

+3.90K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

3.76K

Mar 31, 26

+171

0.04%

JPMORGAN CHASE & CO

3.39K

Mar 31, 26

-2.49K

0.04%

UBS Group AG

3.20K

Mar 31, 26

-12.01K

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

2.76K

Mar 31, 26

0.03%

Vanguard Global Advisers, LLC

2.75K

Mar 31, 26

+2.75K

0.03%

CWM, LLC

1.95K

Mar 31, 26

+53

0.02%

FMR LLC

1.53K

Mar 31, 26

+36

0.02%

Colonial Trust Co / SC

1.21K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

1.17K

Mar 31, 26

+553

0.01%

Advisory Services Network, LLC

1.12K

Mar 31, 26

+1.12K

0.01%

CITIGROUP INC

1.10K

Mar 31, 26

-3.25K

0.01%

Legal & General Group Plc

658

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

613

Mar 31, 26

0.01%

Quantbot Technologies LP

563

Mar 31, 26

+563

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

472

Mar 31, 26

+404

0.00%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

422

Mar 31, 26

-57

0.00%

BROWN BROTHERS HARRIMAN & CO

397

Mar 31, 26

0.00%

Golden State Equity Partners

268

Mar 31, 26

+268

0.00%

Anchor Investment Management, LLC

218

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

214

Mar 31, 26

-889

0.00%

Allworth Financial LP

124

Mar 31, 26

+70

0.00%

JONES FINANCIAL COMPANIES LLLP

100

Mar 31, 26

0.00%

Optiver Holding B.V.

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+67

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

+37

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

-3

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

+20

0.00%

US BANCORP \DE\

Mar 31, 26

+18

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Squarepoint Ops LLC

Mar 31, 26

-16.13K

Clearstead Advisors, LLC

Mar 31, 26

-1

SG Americas Securities, LLC

Mar 31, 26

-2.22K

CITADEL ADVISORS LLC

Mar 31, 26

-35.74K

CANADA PENSION PLAN INVESTMENT BOARD

Mar 31, 26

-2.90K

TWO SIGMA INVESTMENTS, LP

Mar 31, 26

-5.66K

Azora Capital LP

Mar 31, 26

-12.53K

Koss-Olinger Consulting, LLC

Mar 31, 26

-42.40K

VANGUARD GROUP INC

437.01K

Dec 31, 25

+5.20K

4.62%

ORG Partners LLC

268

Dec 31, 25

0.00%

COMERICA BANK

Dec 31, 25

0.00%

Teton Advisors, Inc.

18.00K

Jun 30, 25

-3.00K

0.19%

Nuveen Asset Management, LLC

18.71K

Dec 31, 24

0.20%

FinTrust Capital Advisors, LLC

2.78K

Sep 30, 24

0.03%

BlackRock Inc.

764.79K

Jun 30, 24

+4.80K

8.09%

PUTNAM INVESTMENTS LLC

47.60K

Dec 31, 23

-800

0.50%

River Oaks Capital LLC

94.90K

Sep 30, 23

-1.10K

1.00%

EA Series Trust

10.23K

Jun 30, 23

+10.23K

0.11%

Monarch Partners Asset Management LLC

54.71K

Dec 31, 22

+20.12K

0.58%

Reynolds Investment Management, Inc.

12.10K

Jun 30, 22

-10

0.13%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

16.04K

Mar 31, 22

-336

0.17%

Dixon Hughes Goodman Wealth Advisors LLC

4.18K

Mar 31, 22

+292

0.04%

Amalgamated Financial Corp.

1.00K

Mar 31, 22

+1.00K

0.01%

IndexIQ Advisors LLC

Mar 31, 22

-9.01K

Nachman Norwood & Parrott, Inc

61.70K

Jun 30, 21

0.65%

CASTINE CAPITAL MANAGEMENT, LLC

139.22K

Jun 30, 20

-60.79K

1.47%

Advisor Group, Inc.

Dec 31, 19

-250

TIAA CREF INVESTMENT MANAGEMENT LLC

13.16K

Mar 31, 19

0.14%

TEACHERS ADVISORS, LLC

10.53K

Mar 31, 19

0.11%

Edge Advisors, LLC

100

Jun 30, 18

0.00%

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.

2.30K

Dec 31, 17

+1.20K

0.02%

Acrospire Investment Management LLC

Sep 30, 17

-3

TFS CAPITAL LLC

6.32K

Jun 30, 17

+6.32K

0.07%

BlackRock Fund Advisors

176.93K

Dec 31, 16

+32.58K

1.87%

BlackRock Institutional Trust Company, N.A.

41.42K

Dec 31, 16

0.44%

BlackRock Investment Management, LLC

23.22K

Dec 31, 16

-83

0.25%

BLACKROCK ADVISORS LLC

2.12K

Dec 31, 16

+55

0.02%

Emerald Acquisition Ltd.

9.38K

Sep 30, 16

+8.58K

0.10%

UBS AG

2.64K

Sep 30, 14

+1.04K

0.03%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

153.88K

Mar 31, 13

+30.79K

1.63%