Funds holding ServisFirst Bancshares Inc
ISIN US81768T1088 · United States
- Fund holders
- 287
- Of which ETFs
- 71 216 other funds
- Value held
- 1.6B $ 9.2M SEK
- Share of capital
- 38.4 % of 54.7M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,639 | 210.1K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,623 | 208.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,608 | 189.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,539 | 205.7K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 2,466 | 199.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,463 | 196.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,376 | 189.2K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,236 | 181.1K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 2,200 | 160.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,147 | 173.9K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,075 | 151.1K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,848 | 149.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,827 | 145.5K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 1,706 | 135.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,694 | 123.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,643 | 119.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,639 | 132.8K $ | 0.25 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 1,630 | 118.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,581 | 125.9K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,580 | 115.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,523 | 121.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,463 | 106.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,406 | 111.9K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,402 | 102.1K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,400 | 102K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,400 | 102K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST | 1,395 | 111.1K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 1,379 | 111.7K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,315 | 95.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,247 | 101K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,234 | 89.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,186 | 94.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 1,165 | 84.8K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,150 | 83.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 1,141 | 83.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,048 | 76.3K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,005 | 80K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 990 | 72.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 881 | 70.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 878 | 63.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 840 | 61.2K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 784 | 62.4K $ | 0.79 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 739 | 59.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 726 | 52.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 633 | 46.1K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 631 | 50.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 581 | 46.3K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 557 | 45.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 551 | 44.6K $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 529 | 38.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 521 | 37.9K $ | 0.95 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 501 | 36.5K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 497 | 36.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 491 | 35.8K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 399 | 29.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 372 | 30.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 331 | 24.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 301 | 21.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 284 | 22.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 274 | 21.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 265 | 19.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 256 | 18.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 255 | 20.3K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 248 | 18.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 206 | 16.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 200 | 16.2K $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| New Covenant Growth Fund NEW COVENANT FUNDS | 187 | 13.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 174 | 12.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 173 | 12.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 172 | 13.7K $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 136 | 10.8K $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 133 | 10.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 132 | 10.5K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 130 | 9.5K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 119 | 9.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 116 | 8.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 113 | 8.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 99 | 7.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 94 | 7.5K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 70 | 5.1K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 57 | 4.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 55 | 4.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 53 | 4.3K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 19 | 1.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 17 | 1.4K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 13 | 946.8 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 7 | 509.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 6.52 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 6.51 % | as of Mar 31, 2026 ↗ |
| FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III | 2.76 % | as of Feb 28, 2026 ↗ |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 1.64 % | as of Feb 28, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 1.61 % | as of Apr 30, 2026 ↗ |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 1.30 % | as of Mar 31, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 1.23 % | as of Mar 31, 2026 ↗ |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 1.19 % | as of Feb 28, 2026 ↗ |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 1.19 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 1.05 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 286 | +14 | 20,987,941 | -2.5 % |
| 2026Q1 | 272 | -8 | 21,515,363 | -5.6 % |
| 2025Q4 | 280 | +5 | 22,780,571 | -0.4 % |
| 2025Q3 | 275 | -10 | 22,882,605 | -0.2 % |
| 2025Q2 | 285 | +16 | 22,922,139 | +1.9 % |
| 2025Q1 | 269 | +4 | 22,502,245 | +0.3 % |
| 2024Q4 | 265 | +13 | 22,438,109 | +0.3 % |
| 2024Q3 | 252 | -2 | 22,374,524 | -2.2 % |
| 2024Q2 | 254 | +12 | 22,873,050 | +1.7 % |
| 2024Q1 | 242 | +6 | 22,481,678 | +1.2 % |
| 2023Q4 | 236 | 22,217,899 |
Institutional managers
334 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,464,562 | 543.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,538,231 | 184.9M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,360,003 | 99M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,224,643 | 89.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,133,669 | 82.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,035,620 | 74.7M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 984,937 | 71.7M $ | as of Mar 31, 2026 |
| Welch Group, LLC | 975,931 | 71.1M $ | as of Mar 31, 2026 |
| Davis Asset Management, L.P. | 910,376 | 66.3M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 877,405 | 63.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 833,586 | 60.7M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 753,526 | 54.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 643,281 | 46.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 631,090 | 46M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 562,559 | 41M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 560,392 | 40.8M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 552,153 | 40.2M $ | as of Mar 31, 2026 |
| Bragg Financial Advisors, Inc | 440,834 | 32.1M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 425,687 | 31M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 404,290 | 29.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 270,493 | 19.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 241,342 | 17.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 235,047 | 17.1M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 233,777 | 17M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 214,015 | 15.6M $ | as of Mar 31, 2026 |
Declared shareholders of ServisFirst Bancshares Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.25 % | 3,416,048 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding ServisFirst Bancshares Inc". https://titelia.com/en/stocks/servisfirst-bancshares-inc-US81768T1088