Titelia

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
FundSharesValueWeight in fundShare of capital
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,639210.1K $0.11 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,623208.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,608189.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,539205.7K $0.07 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 2,466199.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,463196.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,376189.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,236181.1K $0.12 %0.00 %as of Feb 28, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,200160.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,147173.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,075151.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,848149.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,827145.5K $0.18 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 1,706135.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,694123.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,643119.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,639132.8K $0.25 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 1,630118.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,581125.9K $0.16 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,580115.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,523121.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,463106.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,406111.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,402102.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,400102K $0.13 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,400102K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 1,395111.1K $0.20 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 1,379111.7K $0.07 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,31595.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,247101K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,23489.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 1,18694.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 1,16584.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,15083.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 1,14183.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,04876.3K $0.15 %0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,00580K $0.01 %0.00 %as of Apr 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 99072.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 88170.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 87863.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 84061.2K $0.28 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 78462.4K $0.79 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 73959.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 72652.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 63346.1K $0.24 %0.00 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 63150.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 58146.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 55745.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 55144.6K $0.18 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 52938.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 52137.9K $0.95 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 50136.5K $0.24 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 49736.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 49135.8K $0.16 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 39929.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 37230.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 33124.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 30121.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 28422.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 27421.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 26519.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 25618.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 25520.3K $0.18 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 24818.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 20616.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 20016.2K $0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 18713.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 17412.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 17312.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 17213.7K $0.23 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 13610.8K $0.24 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 13310.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 13210.5K $0.14 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1309.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1199.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1168.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1138.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 997.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 947.5K $0.09 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 705.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 574.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 554.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 534.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 191.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 171.4K $0.12 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 13946.8 $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 7509.8 $0.00 %0.00 %as of Mar 31, 2026 ↗

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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.

FundWeight 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.

QuarterHoldersChangeSharesChange
2026Q2286+1420,987,941-2.5 %
2026Q1272-821,515,363-5.6 %
2025Q4280+522,780,571-0.4 %
2025Q3275-1022,882,605-0.2 %
2025Q2285+1622,922,139+1.9 %
2025Q1269+422,502,245+0.3 %
2024Q4265+1322,438,109+0.3 %
2024Q3252-222,374,524-2.2 %
2024Q2254+1222,873,050+1.7 %
2024Q1242+622,481,678+1.2 %
2023Q423622,217,899

Institutional managers

334 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,464,562543.6M $as of Mar 31, 2026
STATE STREET CORP2,538,231184.9M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,360,00399M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,224,64389.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,133,66982.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,035,62074.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC984,93771.7M $as of Mar 31, 2026
Welch Group, LLC975,93171.1M $as of Mar 31, 2026
Davis Asset Management, L.P.910,37666.3M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC877,40563.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC833,58660.7M $as of Mar 31, 2026
Copeland Capital Management, LLC753,52654.9M $as of Mar 31, 2026
NORTHERN TRUST CORP643,28146.9M $as of Mar 31, 2026
MORGAN STANLEY631,09046M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP562,55941M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC560,39240.8M $as of Mar 31, 2026
WASATCH ADVISORS LP552,15340.2M $as of Mar 31, 2026
Bragg Financial Advisors, Inc440,83432.1M $as of Mar 31, 2026
1832 Asset Management L.P.425,68731M $as of Mar 31, 2026
Bank of New York Mellon Corp404,29029.4M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN270,49319.7M $as of Mar 31, 2026
Nuveen, LLC241,34217.6M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC235,04717.1M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC233,77717M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC214,01515.6M $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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.25 %3,416,048as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding ServisFirst Bancshares Inc". https://titelia.com/en/stocks/servisfirst-bancshares-inc-US81768T1088