Filing Research | BUSE - FIRST BUSEY CORP Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	Sunesis Advisors, LLC	Shares	156.9KSH	$4.6M
2	Assenagon Asset Management S.A.	Shares	94.5KSH	$2.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	68.2KSH	$2.0M
4	Everhart Financial Group, Inc.	Shares	41.7KSH	$1.2M
5	Y-Intercept (Hong Kong) Ltd	Shares	37.7KSH	$1.1M
6	Ellsworth Advisors, LLC	Shares	33.7KSH	$989.3K
7	Sequoia Financial Advisors, LLC	Shares	31.6KSH	$930.9K
8	Canvas Wealth Advisors, LLC	Shares	26.6KSH	$783.4K
9	Acropolis Investment Management, LLC	Shares	25.3KSH	$747.3K
10	Police & Firemen's Retirement System of New Jersey	Shares	24.2KSH	$715.0K
11	Aprio Wealth Management, LLC	Shares	13.3KSH	$393.8K
12	Merit Financial Group, LLC	Shares	12.5KSH	$369.3K
13	Lee Financial Co	Shares	11.5KSH	$339.3K
14	Lexington Hill Partners, LLC	Shares	11.4KSH	$335.1K
15	Financial Partners Group, Inc	Shares	11.3KSH	$332.5K
16	FLYWHEEL PRIVATE WEALTH LLC	Shares	10.0KSH	$295.0K
17	Abel Hall, LLC	Shares	9.3KSH	$274.2K
18	Hennion & Walsh Asset Management, Inc.	Shares	9.0KSH	$264.7K
19	Farther Finance Advisors, LLC	Shares	6.7KSH	$198.4K
20	Wilkerson Advisory Group LLC	Shares	4.9KSH	$143.3K
21	FIRST FINANCIAL CORP /IN/	Shares	4.6KSH	$134.8K
22	DHJJ Financial Advisors, Ltd.	Shares	2.0KSH	$59.5K
23	Golden State Wealth Management, LLC	Shares	2.0KSH	$59.0K
24	SIGNATUREFD, LLC	Shares	1.9KSH	$55.4K
25	Triumph Capital Management	Shares	1.0KSH	$29.5K
26	Versant Capital Management, Inc	Shares	791SH	$23.3K
27	True Wealth Design, LLC	Shares	679SH	$20.0K
28	GAMMA Investing LLC	Shares	586SH	$17.3K
29	Ares Financial Consulting, LLC	Shares	547SH	$16.1K
30	EverSource Wealth Advisors, LLC	Shares	520SH	$15.3K
31	Pillar Financial Advisors, LLC	Shares	474SH	$14.0K
32	IFP Advisors, Inc	Shares	435SH	$12.8K
33	FIRST HORIZON CORP	Shares	232SH	$6.8K
34	Fortitude Family Office, LLC	Shares	135SH	$4.0K
35	SJS Investment Consulting Inc.	Shares	113SH	$3.3K
36	MassMutual Private Wealth & Trust, FSB	Shares	105SH	$3.1K
37	Grove Bank & Trust	Shares	60SH	$1.8K
38	Valued Wealth Advisors LLC	Shares	33SH	$974
39	CoreCap Advisors, LLC	Shares	24SH	$708
40	FINANCIAL CONSULATE, INC	Shares	19SH	$561
41	Handelsbanken Fonder AB	Shares	17.8KSH	$525
42	CX Institutional	Shares	6.4KSH	$189
43	State of Alaska, Department of Revenue	Shares	4.0KSH	$117
44	SBI Securities Co., Ltd.	Shares	3SH	$89
45	Torren Management, LLC	Shares	2SH	$60
46	GHP Investment Advisors, Inc.	Shares	1SH	$30
47	Hughes Financial Services, LLC	Shares	1SH	$30
48	Capital Advisors, Ltd. LLC	Shares	5SH	$0

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

49 / 49 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+37.7K	+$1.1M	$1.1M
2	Assenagon Asset Management S.A. added	Shares	+25.5K	+$1.0M	$2.8M
3	Sunesis Advisors, LLC unchanged	Shares	0	+$663.5K	$4.6M
4	Sequoia Financial Advisors, LLC added	Shares	+19.5K	+$625.6K	$930.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.5K	+$461.8K	$2.0M
6	Merit Financial Group, LLC new	Shares	+12.5K	+$369.3K	$369.3K
7	Lexington Hill Partners, LLC new	Shares	+11.4K	+$335.1K	$335.1K
8	Everhart Financial Group, Inc. added	Shares	+4.4K	+$287.8K	$1.2M
9	Ellsworth Advisors, LLC added	Shares	+565	+$152.4K	$989.3K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$141.2K	$715.0K
11	Canvas Wealth Advisors, LLC added	Shares	+16	+$112.7K	$783.4K
12	Acropolis Investment Management, LLC unchanged	Shares	0	+$107.2K	$747.3K
13	Aprio Wealth Management, LLC unchanged	Shares	0	+$56.5K	$393.8K
14	Hennion & Walsh Asset Management, Inc. added	Shares	+571	+$52.4K	$264.7K
15	Financial Partners Group, Inc added	Shares	+110	+$50.5K	$332.5K
16	Lee Financial Co unchanged	Shares	0	+$48.7K	$339.3K
17	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	+$42.3K	$295.0K
18	Abel Hall, LLC added	Shares	+33	+$40.2K	$274.2K
19	Farther Finance Advisors, LLC added	Shares	+432	+$38.0K	$198.4K
20	Wilkerson Advisory Group LLC added	Shares	+46	+$21.7K	$143.3K
21	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	+$19.3K	$134.8K
22	IFP Advisors, Inc added	Shares	+330	+$10.2K	$12.8K
23	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$8.5K	$59.5K
24	Golden State Wealth Management, LLC unchanged	Shares	0	+$8.5K	$59.0K
25	SIGNATUREFD, LLC trimmed	Shares	-23	+$7.4K	$55.4K
26	GAMMA Investing LLC added	Shares	+88	+$4.7K	$17.3K
27	Triumph Capital Management unchanged	Shares	0	+$4.2K	$29.5K
28	Fortitude Family Office, LLC new	Shares	+135	+$4.0K	$4.0K
29	True Wealth Design, LLC added	Shares	+22	+$3.4K	$20.0K
30	Versant Capital Management, Inc unchanged	Shares	0	+$3.3K	$23.3K
31	SJS Investment Consulting Inc. new	Shares	+113	+$3.3K	$3.3K
32	Ares Financial Consulting, LLC unchanged	Shares	0	+$2.2K	$16.1K
33	Pillar Financial Advisors, LLC unchanged	Shares	0	+$2.0K	$14.0K
34	FIRST HORIZON CORP unchanged	Shares	0	+$981	$6.8K
35	Valued Wealth Advisors LLC new	Shares	+33	+$974	$974
36	CoreCap Advisors, LLC new	Shares	+24	+$708	$708
37	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$445	$3.1K
38	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$80	$561
39	Handelsbanken Fonder AB unchanged	Shares	0	+$75	$525
40	Hughes Financial Services, LLC new	Shares	+1	+$30	$30
41	State of Alaska, Department of Revenue unchanged	Shares	0	+$17	$117
42	Torren Management, LLC unchanged	Shares	0	+$9	$60
43	GHP Investment Advisors, Inc. unchanged	Shares	0	+$4	$30
44	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
45	SBI Securities Co., Ltd. trimmed	Shares	-1	-$12	$89
46	CX Institutional trimmed	Shares	-5.7K	-$118	$189
47	Grove Bank & Trust trimmed	Shares	-134	-$3.1K	$1.8K
48	MBM WEALTH CONSULTANTS, LLC exited	Shares	-319	-$8.1K	$0
49	EverSource Wealth Advisors, LLC trimmed	Shares	-445	-$9.0K	$15.3K