Filing Research | CBRL - Cracker Barrel Old Country Sto Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Ausbil Investment Management Ltd	Shares	51.2KSH	$2.8M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	44.3KSH	$2.4M
3	Horrell Capital Management, Inc.	Shares	20.2KSH	$1.1M
4	Poehling Capital Management, INC.	Shares	14.4KSH	$769.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.0KSH	$603.7K
6	D.A. DAVIDSON & CO.	Shares	10.9KSH	$579.7K
7	Meadowbrook Wealth Management, LLC	Shares	9.6KSH	$530.1K
8	Louisiana State Employees Retirement System	Shares	9.8KSH	$522.3K
9	Capital Investment Advisory Services, LLC	Shares	7.4KSH	$396.6K
10	Police & Firemen's Retirement System of New Jersey	Shares	7.1KSH	$376.8K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.3KSH	$282.5K
12	Investors Research Corp	Shares	5.0KSH	$267.6K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.8KSH	$203.1K
14	GAMMA Investing LLC	Shares	2.2KSH	$117.4K
15	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$53.8K
16	CITY HOLDING CO	Shares	500SH	$26.6K
17	Bank & Trust Co	Shares	462SH	$24.6K
18	Farther Finance Advisors, LLC	Shares	306SH	$16.3K
19	HORIZON FINANCIAL SERVICES, LLC	Shares	278SH	$14.8K
20	MassMutual Private Wealth & Trust, FSB	Shares	227SH	$12.1K
21	CoreCap Advisors, LLC	Shares	200SH	$10.7K
22	IFP Advisors, Inc	Shares	195SH	$10.4K
23	SIGNATUREFD, LLC	Shares	190SH	$10.1K
24	True Wealth Design, LLC	Shares	119SH	$6.3K
25	Bogart Wealth, LLC	Shares	100SH	$5.3K
26	Citizens National Bank Trust Department	Shares	50SH	$2.7K
27	SOUTHERN MICHIGAN BANK & TRUST	Shares	40SH	$2.1K
28	Fortis Group Advisors, LLC	Shares	31SH	$1.7K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	22.2KSH	$1.2K
30	Blue Trust, Inc.	Shares	22SH	$1.2K
31	State of Alaska, Department of Revenue	Shares	21.9KSH	$1.2K
32	Cedar Mountain Advisors, LLC	Shares	21SH	$1.1K
33	Independence Bank of Kentucky	Shares	20SH	$1.1K
34	LANARK FINANCIAL, INC.	Shares	19SH	$1.0K
35	FNY Investment Advisers, LLC	Shares	17.0KSH	$906
36	FARMERS & MERCHANTS INVESTMENTS INC	Shares	10SH	$533
37	SBI Securities Co., Ltd.	Shares	8SH	$426
38	GODSEY & GIBB, INC	Shares	7SH	$374
39	Physician Wealth Advisors, Inc.	Shares	7SH	$374
40	AMALGAMATED BANK	Shares	6.0KSH	$321
41	FINANCIAL CONSULATE, INC	Shares	5SH	$267
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$267
43	JFS WEALTH ADVISORS, LLC	Shares	4SH	$214
44	SJS Investment Consulting Inc.	Shares	3SH	$161
45	Davis Capital Management	Shares	1SH	$53
46	CX Institutional	Shares	51SH	$3
47	Capital Advisors, Ltd. LLC	Shares	16SH	$1

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

49 / 49 loaded

#		Instrument
1	Ausbil Investment Management Ltd new	Shares	+51.2K	+$2.8M	$2.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.0K	+$603.7K	$603.7K
3	Meadowbrook Wealth Management, LLC new	Shares	+9.6K	+$530.1K	$530.1K
4	Horrell Capital Management, Inc. trimmed	Shares	-2.2K	+$446.3K	$1.1M
5	Poehling Capital Management, INC. added	Shares	+1.2K	+$396.6K	$769.3K
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+5.3K	+$282.5K	$282.5K
7	Louisiana State Employees Retirement System trimmed	Shares	-100	+$244.1K	$522.3K
8	D.A. DAVIDSON & CO. trimmed	Shares	-1.9K	+$220.6K	$579.7K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+926	+$204.1K	$376.8K
10	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+3.8K	+$203.1K	$203.1K
11	Capital Investment Advisory Services, LLC trimmed	Shares	-133	+$183.7K	$396.6K
12	Investors Research Corp unchanged	Shares	0	+$126.5K	$267.6K
13	GAMMA Investing LLC added	Shares	+969	+$82.7K	$117.4K
14	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-37.4K	+$66.2K	$2.4M
15	EverSource Wealth Advisors, LLC added	Shares	+929	+$51.5K	$53.8K
16	HORIZON FINANCIAL SERVICES, LLC new	Shares	+278	+$14.8K	$14.8K
17	Farther Finance Advisors, LLC added	Shares	+213	+$13.7K	$16.3K
18	CITY HOLDING CO unchanged	Shares	0	+$12.6K	$26.6K
19	CoreCap Advisors, LLC new	Shares	+200	+$10.7K	$10.7K
20	MassMutual Private Wealth & Trust, FSB added	Shares	+113	+$8.9K	$12.1K
21	SIGNATUREFD, LLC added	Shares	+81	+$7.1K	$10.1K
22	True Wealth Design, LLC new	Shares	+119	+$6.3K	$6.3K
23	Bogart Wealth, LLC unchanged	Shares	0	+$2.5K	$5.3K
24	Citizens National Bank Trust Department unchanged	Shares	0	+$1.3K	$2.7K
25	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	+$1.0K	$2.1K
26	FNY Investment Advisers, LLC new	Shares	+17.0K	+$906	$906
27	Fortis Group Advisors, LLC unchanged	Shares	0	+$781	$1.7K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.7K	+$610	$1.2K
29	Blue Trust, Inc. unchanged	Shares	0	+$555	$1.2K
30	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$529	$1.1K
31	Independence Bank of Kentucky unchanged	Shares	0	+$504	$1.1K
32	LANARK FINANCIAL, INC. unchanged	Shares	0	+$478	$1.0K
33	State of Alaska, Department of Revenue trimmed	Shares	-3.8K	+$446	$1.2K
34	Physician Wealth Advisors, Inc. new	Shares	+7	+$374	$374
35	AMALGAMATED BANK new	Shares	+6.0K	+$321	$321
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$252	$533
37	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$214	$214
38	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$182	$267
39	GODSEY & GIBB, INC unchanged	Shares	0	+$177	$374
40	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$126	$267
41	SJS Investment Consulting Inc. added	Shares	+1	+$104	$161
42	Davis Capital Management new	Shares	+1	+$53	$53
43	CX Institutional unchanged	Shares	0	+$2	$3
44	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$1
45	Sound Income Strategies, LLC exited	Shares	-66	-$1.9K	$0
46	SBI Securities Co., Ltd. trimmed	Shares	-105	-$2.8K	$426
47	Versant Capital Management, Inc exited	Shares	-147	-$4.1K	$0
48	IFP Advisors, Inc trimmed	Shares	-392	-$6.1K	$10.4K
49	Bank & Trust Co trimmed	Shares	-957	-$15.3K	$24.6K