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Disclosery

SFBS SERVISFIRST BANCSHARES INC

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COM (common), issuer CIK 1430723

346 managers (356 13F filers) reported a position in SFBS shares at 2026-06-30, 40,431,419 shares in all. 51 filers opened a position and 39 filers sold out during the quarter.

Managers
346
13F filers
356
New
51
Added
145
Reduced
105
Sold out
39
Shares held by filers
40,431,419

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.7,733,810$671M0.01%+269,24813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 7 filers holding6,218,402$539M+120,309Timeline
STATE STREET CORPin group STATE STREET CORP2,650,366$230M0.01%+112,13513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,298,464$113M0.01%+73,82113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,197,156$104M0.02%+63,48713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,075,666$93.3M0.29%-284,33713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,019,555$89.1M0.01%-16,06513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC986,044$85.5M0.04%+1,10713F-HRTimelineGroup
Welch Group, LLC959,733$83.3M2.85%-16,19813F-HRTimeline
Davis Asset Management, L.P.910,376$79M2%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC884,393$76.7M0.01%+50,80713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC846,160$73.4M0.04%-31,24513F-HRTimeline
Copeland Capital Management, LLC737,503$64M1.31%-16,02313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP671,061$58.2M0.01%+27,78013F-HRTimelineGroup
NORGES BANK652,928$56.6M0.01%new13F-HRTimeline
T. Rowe Price Investment Management, In…586,868$50.9M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY577,649$50.1M<0.01%-53,44113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co573,221$49.7M0.01%+12,82913F-HRTimelineGroup
WASATCH ADVISORS LP538,620$46.7M0.31%-13,53313F-HRTimeline
Bragg Financial Advisors, Inc519,730$45.1M1.21%+78,89613F-HRTimeline
1832 Asset Management L.P.430,235$37.3M0.05%+4,54813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp412,576$35.8M0.01%+8,28613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,346$26.6M0.01%+71,29913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP305,031$26.5M0.02%-257,52813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC293,592$25.5M0.01%+224,89513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN286,557$24.9M<0.01%+16,06413F-HRTimelineGroup
Nuveen, LLCin group TIAA274,495$23.8M0.01%+33,15313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/272,023$23.6M<0.01%+136,88313F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC267,292$23.2M0.11%new13F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC244,419$21.2M0.01%+106,53713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC205,188$17.8M<0.01%-8,82713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.203,011$17.6M0.01%+25,31913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding190,380$16.5M+2,271Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P176,919$15.3M0.02%+36,00213F-HRTimelineGroup
Public Sector Pension Investment Board172,755$15M0.04%-7,04813F-HR/ATimeline
Fisher Asset Management, LLC165,284$14.3M<0.01%+77,08213F-HRTimeline
NewEdge Advisors, LLC152,464$13.2M0.04%+31,76413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO142,209$12.3M0.01%-53,14613F-HRTimelineGroup
Waverly Advisors, LLC136,457$11.8M0.07%+2813F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…135,602$11.8M0.11%-7,26013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson131,915$11.4M<0.01%13F-HRTimelineGroup
RHUMBLINE ADVISERS122,870$10.7M0.01%-13,07413F-HRTimeline
JACOBS ASSET MANAGEMENT, LLC115,000$9.98M7.51%-35,00013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc115,173$9.98M<0.01%-32713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.111,249$9.65M<0.01%-5,37313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC109,392$9.49M<0.01%-3,04013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,917$9.19M0.01%-7,73913F-HRTimelineGroup
Swiss National Bank104,268$9.05M<0.01%+1,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,398$8.19M0.01%-3,81613F-HRTimelineGroup
California Public Employees Retirement …90,945$7.89M<0.01%+2,19613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.90,874$7.88M0.29%+2013F-HRTimeline
Creative Planningin group Creative Planning90,559$7.86M<0.01%+8,15413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…86,044$7.46M0.1%-83,95613F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC78,083$6.77M0.83%+2013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\73,928$6.41M<0.01%+25,88713F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.72,451$6.29M0.01%+87113F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/71,283$6.18M<0.01%+12,25913F-HRTimeline
TrueWealth Advisors, LLC65,463$5.68M1.28%013F-HRTimeline
ALGERT GLOBAL LLC64,203$5.57M0.07%+2,30013F-HRTimeline
Savant Capital, LLC66,284$5.29M0.02%+33,24413F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC59,770$5.19M0.17%-5,21013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…59,511$5.16M<0.01%+2,06013F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.68,802$5.01M<0.01%+2,51913F-HRTimeline
SG Americas Securities, LLC53,796$4.67M<0.01%+19,34013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC53,141$4.61M0.01%-33,94513F-HRTimelineGroup
Edgestream Partners, L.P.52,797$4.58M0.14%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC52,431$4.55M0.08%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC51,115$4.43M0.02%+5,02013F-HRTimeline
Arkadios Wealth Advisors51,108$4.43M0.07%new13F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC49,957$4.33M0.07%+12,44113F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …49,170$4.27M<0.01%+40,46113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC46,598$4.04M<0.01%+10,13013F-HRTimelineGroup
LPL Financial LLC44,569$3.87M<0.01%+4,89313F-HRTimeline
Blue Trust, Inc.44,526$3.86M0.04%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co42,785$3.71M0.01%-2,23513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS42,434$3.68M<0.01%+4,67913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,588$3.44M<0.01%-92313F-HRTimelineGroup
Engineers Gate Manager LP38,624$3.35M0.04%+4,68313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding38,483$3.34M-49,349Timeline
DARK FOREST CAPITAL MANAGEMENT LP37,255$3.23M0.21%+19,74913F-HRTimeline
HighTower Advisors, LLC37,152$3.22M<0.01%-5,19013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd36,406$3.16M0.04%+2,12013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC36,359$3.15M0.06%-76,87513F-HRTimeline
Cetera Investment Advisers36,247$3.14M<0.01%-9613F-HRTimeline
Odyssean, LLC36,082$3.13M0.51%+17,10513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC35,681$3.1M0.01%-41,05713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL35,537$3.08M0.01%-53,73413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding34,956$3.03M+599Timeline
Watchman Group, Inc.34,939$3.03M0.68%+1,99813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,210$2.96M<0.01%-52013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,969$2.95M<0.01%-24713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…33,753$2.93M<0.01%-55,62213F-HRTimelineGroup
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …32,950$2.86M0.34%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP31,341$2.72M0.02%+12413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…30,537$2.65M0.01%+2,50613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …28,437$2.47M<0.01%+2,71213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC28,005$2.43M<0.01%-4,42013F-HRTimelineGroup
HRT FINANCIAL LP26,968$2.34M<0.01%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)26,000$2.26M0.02%013F-HRTimelineGroup
Illinois Municipal Retirement Fund25,807$2.24M0.03%-2,23113F-HRTimeline
HHM Wealth Advisors, LLC25,565$2.22M0.22%-1,76913F-HRTimeline
Quantinno Capital Management LP25,468$2.21M<0.01%+3,88113F-HRTimeline
Holocene Advisors, LP25,017$2.17M<0.01%-7,79513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,965$2.17M<0.01%+2,84713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…24,834$2.15M0.06%+2513F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…24,177$2.1M<0.01%-3113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC23,797$2.06M<0.01%+11,29513F-HRTimelineGroup
Rafferty Asset Management, LLC23,373$2.03M<0.01%-10,87213F-HRTimeline
GSA CAPITAL PARTNERS LLP22,755$1.97M0.12%-11,41913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,095$1.92M<0.01%-55213F-HRTimelineGroup
Louisiana State Employees Retirement Sy…22,000$1.91M0.03%-30013F-HR/ATimeline
Steward Partners Investment Advisory, L…21,550$1.87M0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,418$1.86M<0.01%+3,43113F-HRTimeline
HB Wealth Management, LLC20,952$1.82M0.01%+1,35313F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.20,438$1.77M<0.01%-3,58213F-HRTimelineGroup
Vest Financial, LLC19,870$1.72M0.02%-20,97213F-HRTimeline
Avidian Wealth Enterprises, LLC19,795$1.72M0.05%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…19,754$1.71M0.01%-6,61413F-HRTimelineGroup
State of Alaska, Department of Revenue18,899$1.64M0.02%-8,24613F-HRTimeline
PMC FIG Opportunities LLC18,772$1.63M2.62%-26,82113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND18,530$1.61M<0.01%+2,10013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp18,185$1.58M<0.01%+92713F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…18,062$1.57M<0.01%+3,86213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,868$1.55M<0.01%-31,03613F-HRTimelineGroup
Keel Point, LLC16,781$1.46M0.09%+1,40613F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd16,204$1.41M0.05%+313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,011$1.39M<0.01%-2,46613F-HRTimelineGroup
Park Place Capital Corp15,900$1.38M0.22%013F-HRTimeline
Federation des caisses Desjardins du Qu…15,667$1.36M<0.01%-1,94713F-HRTimeline
Police & Firemen's Retirement System of…15,486$1.34M0.01%+1,30213F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…14,962$1.3M<0.01%+2,93013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,917$1.29M0.01%+3,32813F-HRTimeline
Smith Thornton Advisors LLC15,155$1.29M0.57%-1,00013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM14,329$1.24M0.01%+6913F-HRTimeline
OAKWORTH CAPITAL, INC.14,233$1.23M0.06%-46513F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG13,886$1.2M0.01%013F-HRTimelineGroup
AMALGAMATED BANK13,569$1.18M0.01%-94313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …13,549$1.18M<0.01%+1,35313F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC13,439$1.17M0.01%+1513F-HRTimeline
Handelsbanken Fonder AB13,323$1.16M<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS12,900$1.12M<0.01%+1,50013F-HRTimeline
Atom Investors LP12,886$1.12M0.1%new13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…12,585$1.09M0.01%013F-HRTimeline
Red Door Wealth Management, LLC12,550$1.09M0.1%-11213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,482$1.08M<0.01%+41613F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…12,410$1.08M<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…11,925$1.03M0.01%-50313F-HRTimeline
Navigate Wealth Management, LLC11,774$1.02M0.63%-1213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,504$998K<0.01%+8,04513F-HR/ATimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND11,435$992K0.01%-10013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,408$990K<0.01%+3713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,390$988K<0.01%013F-HRTimelineGroup
EntryPoint Capital, LLC11,322$982K0.24%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,294$980K<0.01%new13F-HRTimelineGroup
State of Tennessee, Department of Treas…11,179$970K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.10,621$944K<0.01%-21013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.10,208$886K0.06%-5313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,115$877K0.03%-9,00113F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP10,110$877K0.05%+49513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,917$860K<0.01%+90313F-HRTimelineGroup
Everstar Asset Management, LLC9,908$860K0.41%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC9,832$853K0.01%-2,46513F-HRTimeline
Sanctuary Advisors, LLC9,718$843K<0.01%+1,02913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,443$819K<0.01%-3,98413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,490$810K<0.01%+5,90413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…9,297$807K0.01%+1,08713F-HRTimelineGroup
Arcus Capital Partners, LLC9,217$800K0.33%+4613F-HRTimeline
Aptus Capital Advisors, LLC9,050$785K0.01%+1213F-HRTimeline
Luken Investment Analytics, LLC8,851$768K0.27%013F-HRTimeline
Sunburst Financial Group, LLC8,842$767K0.13%013F-HRTimeline
FMR LLCin group FMR LLC8,810$764K<0.01%+18613F-HRTimelineGroup
Aviso Financial Inc.8,514$739K0.03%-37013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al8,500$737K<0.01%new13F-HRTimeline
&PARTNERS8,471$735K<0.01%-1,05013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,470$735K<0.01%-64813F-HRTimelineGroup
Janney Montgomery Scott LLC8,406$729K<0.01%-5613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.8,320$722K<0.01%+32713F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC8,100$703K0.06%-105,66513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,073$700K<0.01%013F-HRTimelineGroup
Angel Oak Capital Advisors, LLC8,000$694K0.88%013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding7,787$676K-7,601Timeline
BCR Wealth Strategies, LLC7,761$673K0.19%013F-HRTimeline
IEQ CAPITAL, LLC7,576$657K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,558$656K<0.01%-15513F-HRTimelineGroup
ProShare Advisors LLC7,463$647K<0.01%-55313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,320$635K<0.01%-46113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…7,320$635K0.01%013F-HRTimeline
Atria Investments, Inc7,297$633K0.01%-25713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,148$633K<0.01%+1,22913F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD6,961$604K<0.01%+1,89513F-HRTimeline
ALPS ADVISORS INC6,847$594K<0.01%+7613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,476$562K0.01%+38713F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC6,433$558K0.01%-1,13813F-HRTimelineGroup
TD Asset Management Inc6,416$557K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,350$551K<0.01%+58713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC6,221$540K<0.01%+36713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC6,200$538K0.17%+413F-HRTimeline
Clearstead Advisors, LLC6,143$533K0.01%+4313F-HRTimeline
MONTAG A & ASSOCIATES INC6,000$520K0.02%013F-HRTimeline
Schonfeld Strategic Advisors LLC5,838$506K<0.01%new13F-HRTimeline