Filing Research | ABCB - Ameris Bancorp Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	1.2MSH	$107.6M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	607.6KSH	$54.8M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	374.7KSH	$33.8M
4	Nilsine Partners, LLC	Shares	68.8KSH	$6.2M
5	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	64.0KSH	$5.8M
6	OAK RIDGE INVESTMENTS LLC	Shares	44.8KSH	$4.0M
7	Louisiana State Employees Retirement System	Shares	27.6KSH	$2.5M
8	Linden Thomas Advisory Services, LLC	Shares	25.3KSH	$2.3M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.2KSH	$2.1M
10	Police & Firemen's Retirement System of New Jersey	Shares	19.5KSH	$1.8M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	17.2KSH	$1.6M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.9KSH	$1.3M
13	MOODY NATIONAL BANK TRUST DIVISION	Shares	14.6KSH	$1.3M
14	Diversified Trust Co	Shares	11.9KSH	$1.1M
15	Artemis Investment Management LLP	Shares	9.7KSH	$874.8K
16	TRUST CO OF OKLAHOMA	Shares	8.2KSH	$743.1K
17	Portside Wealth Group, LLC	Shares	7.5KSH	$681.4K
18	SALZHAUER MICHAEL	Shares	7.4KSH	$665.8K
19	QRG CAPITAL MANAGEMENT, INC.	Shares	6.3KSH	$569.2K
20	Merit Financial Group, LLC	Shares	6.2KSH	$560.6K
21	CARY STREET PARTNERS FINANCIAL LLC	Shares	5.8KSH	$523.5K
22	Atlantic Edge Private Wealth Management, LLC	Shares	5.6KSH	$504.3K
23	Allen Mooney & Barnes Investment Advisors LLC	Shares	5.0KSH	$451.6K
24	Crossmark Global Holdings, Inc.	Shares	4.1KSH	$365.8K
25	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$297.8K
26	Envestnet Portfolio Solutions, Inc.	Shares	3.0KSH	$266.7K
27	Sowell Financial Services LLC	Shares	2.9KSH	$257.5K
28	Fifth Third Wealth Advisors LLC	Shares	2.8KSH	$249.8K
29	GAMMA Investing LLC	Shares	2.5KSH	$229.8K
30	DRIVE WEALTH MANAGEMENT, LLC	Shares	2.5KSH	$229.1K
31	Central Pacific Bank - Trust Division	Shares	2.5KSH	$224.7K
32	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.9KSH	$168.4K
33	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$124.0K
34	Versant Capital Management, Inc	Shares	974SH	$87.9K
35	1620 INVESTMENT ADVISORS, INC.	Shares	545SH	$49.2K
36	Farther Finance Advisors, LLC	Shares	539SH	$48.6K
37	SIGNATUREFD, LLC	Shares	521SH	$47.0K
38	True Wealth Design, LLC	Shares	442SH	$39.9K
39	IFP Advisors, Inc	Shares	383SH	$34.6K
40	COUNTRY TRUST BANK	Shares	299SH	$27.0K
41	FIRST HORIZON CORP	Shares	284SH	$25.6K
42	Crewe Advisors LLC	Shares	212SH	$19.2K
43	Fortitude Family Office, LLC	Shares	178SH	$16.1K
44	Blue Trust, Inc.	Shares	159SH	$14.4K
45	JFS WEALTH ADVISORS, LLC	Shares	112SH	$10.1K
46	High Note Wealth, LLC	Shares	90SH	$8.1K
47	SJS Investment Consulting Inc.	Shares	84SH	$7.6K
48	MassMutual Private Wealth & Trust, FSB	Shares	74SH	$6.7K
49	Marquette Asset Management, LLC	Shares	55SH	$5.0K
50	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	35SH	$3.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 71 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+96.3K	+$22.1M	$107.6M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+65.6K	+$12.6M	$54.8M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-10.0K	+$3.8M	$33.8M
4	OAK RIDGE INVESTMENTS LLC added	Shares	+1.7K	+$681.4K	$4.0M
5	Nilsine Partners, LLC added	Shares	+1.7K	+$494.0K	$6.2M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+2.7K	+$446.4K	$1.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.4K	+$389.5K	$2.1M
8	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-5.3K	+$375.4K	$5.8M
9	Louisiana State Employees Retirement System trimmed	Shares	-900	+$268.5K	$2.5M
10	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+2.5K	+$229.1K	$229.1K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-254	+$191.8K	$1.6M
12	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$179.3K	$1.3M
13	Diversified Trust Co added	Shares	+297	+$169.4K	$1.1M
14	QRG CAPITAL MANAGEMENT, INC. added	Shares	+610	+$125.0K	$569.2K
15	Portside Wealth Group, LLC added	Shares	+363	+$120.9K	$681.4K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-931	+$110.8K	$1.3M
17	SALZHAUER MICHAEL unchanged	Shares	0	+$90.5K	$665.8K
18	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$71.2K	$523.5K
19	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$68.6K	$504.3K
20	Merit Financial Group, LLC trimmed	Shares	-166	+$63.3K	$560.6K
21	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+285	+$45.1K	$168.4K
22	GAMMA Investing LLC added	Shares	+125	+$41.0K	$229.8K
23	Sowell Financial Services LLC added	Shares	+28	+$37.1K	$257.5K
24	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-18	+$34.9K	$266.7K
25	Fifth Third Wealth Advisors LLC trimmed	Shares	-1	+$33.9K	$249.8K
26	TRUST CO OF OKLAHOMA trimmed	Shares	-896	+$31.1K	$743.1K
27	Central Pacific Bank - Trust Division unchanged	Shares	0	+$30.6K	$224.7K
28	Crossmark Global Holdings, Inc. trimmed	Shares	-279	+$28.0K	$365.8K
29	Sequoia Financial Advisors, LLC trimmed	Shares	-325	+$15.1K	$297.8K
30	Versant Capital Management, Inc unchanged	Shares	0	+$12.0K	$87.9K
31	Fortitude Family Office, LLC added	Shares	+120	+$11.5K	$16.1K
32	Farther Finance Advisors, LLC added	Shares	+37	+$9.2K	$48.6K
33	SIGNATUREFD, LLC unchanged	Shares	0	+$6.4K	$47.0K
34	SJS Investment Consulting Inc. added	Shares	+65	+$6.1K	$7.6K
35	True Wealth Design, LLC unchanged	Shares	0	+$5.4K	$39.9K
36	Blue Trust, Inc. added	Shares	+39	+$5.0K	$14.4K
37	IFP Advisors, Inc trimmed	Shares	-11	+$3.8K	$34.6K
38	COUNTRY TRUST BANK unchanged	Shares	0	+$3.7K	$27.0K
39	FIRST HORIZON CORP unchanged	Shares	0	+$3.5K	$25.6K
40	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$2.5K	$10.1K
41	Creative Capital Management Investments LLC new	Shares	+24	+$2.2K	$2.2K
42	Physician Wealth Advisors, Inc. new	Shares	+14	+$1.3K	$1.3K
43	High Note Wealth, LLC unchanged	Shares	0	+$1.1K	$8.1K
44	Valued Wealth Advisors LLC new	Shares	+11	+$996	$996
45	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$908	$6.7K
46	Marquette Asset Management, LLC unchanged	Shares	0	+$675	$5.0K
47	Retirement Wealth Solutions LLC added	Shares	+2	+$524	$2.7K
48	Davis Capital Management new	Shares	+5	+$451	$451
49	LRI Investments, LLC new	Shares	+5	+$451	$451
50	CARY STREET PARTNERS INVESTMENT ADVISORY LLC unchanged	Shares	0	+$429	$3.2K

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