Filing Research | EGBN - EAGLE BANCORPORATION INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	JCSD Capital, LLC	Shares	157.9KSH	$4.5M
2	HENNESSY ADVISORS INC	Shares	135.0KSH	$3.8M
3	Sippican Capital Advisors	Shares	110.5KSH	$3.1M
4	SIERRA SUMMIT ADVISORS LLC	Shares	36.4KSH	$1.0M
5	SummerHaven Investment Management, LLC	Shares	35.6KSH	$1.0M
6	Counterpoint Mutual Funds LLC	Shares	22.8KSH	$647.2K
7	Louisiana State Employees Retirement System	Shares	12.2KSH	$346.4K
8	XML Financial, LLC	Shares	8.7KSH	$247.3K
9	GAMMA Investing LLC	Shares	8.6KSH	$243.7K
10	Police & Firemen's Retirement System of New Jersey	Shares	8.2KSH	$232.5K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.3KSH	$207.4K
12	Versant Capital Management, Inc	Shares	3.5KSH	$100.6K
13	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.3KSH	$94.1K
14	TOTH FINANCIAL ADVISORY CORP	Shares	3.2KSH	$90.9K
15	Farther Finance Advisors, LLC	Shares	1.6KSH	$44.2K
16	FINANCIAL CONSULATE, INC	Shares	1.2KSH	$33.1K
17	EverSource Wealth Advisors, LLC	Shares	899SH	$25.5K
18	True Wealth Design, LLC	Shares	174SH	$4.9K
19	MassMutual Private Wealth & Trust, FSB	Shares	144SH	$4.1K
20	Cedar Mountain Advisors, LLC	Shares	79SH	$2.2K
21	Fortitude Family Office, LLC	Shares	72SH	$2.0K
22	SIGNATUREFD, LLC	Shares	71SH	$2.0K
23	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$568
24	SBI Securities Co., Ltd.	Shares	13SH	$369
25	State of Alaska, Department of Revenue	Shares	10.3KSH	$292
26	JFS WEALTH ADVISORS, LLC	Shares	8SH	$228
27	AMALGAMATED BANK	Shares	7.5KSH	$212
28	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$171
29	Davis Capital Management	Shares	2SH	$57
30	Hughes Financial Services, LLC	Shares	1SH	$28
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	942SH	$27

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

33 / 33 loaded

#		Instrument
1	SIERRA SUMMIT ADVISORS LLC new	Shares	+36.4K	+$1.0M	$1.0M
2	Sippican Capital Advisors added	Shares	+3.0K	+$463.6K	$3.1M
3	HENNESSY ADVISORS INC trimmed	Shares	-10.0K	+$226.5K	$3.8M
4	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+7.3K	+$207.4K	$207.4K
5	SummerHaven Investment Management, LLC unchanged	Shares	0	+$125.2K	$1.0M
6	Louisiana State Employees Retirement System trimmed	Shares	-100	+$40.5K	$346.4K
7	GAMMA Investing LLC added	Shares	+347	+$38.8K	$243.7K
8	XML Financial, LLC unchanged	Shares	0	+$30.7K	$247.3K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$28.8K	$232.5K
10	Versant Capital Management, Inc added	Shares	+493	+$24.7K	$100.6K
11	EverSource Wealth Advisors, LLC added	Shares	+596	+$18.0K	$25.5K
12	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$11.7K	$94.1K
13	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$11.3K	$90.9K
14	Farther Finance Advisors, LLC added	Shares	+113	+$7.6K	$44.2K
15	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$4.1K	$33.1K
16	True Wealth Design, LLC added	Shares	+20	+$1.1K	$4.9K
17	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$507	$4.1K
18	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$278	$2.2K
19	Fortitude Family Office, LLC unchanged	Shares	0	+$253	$2.0K
20	SIGNATUREFD, LLC unchanged	Shares	0	+$250	$2.0K
21	JFS WEALTH ADVISORS, LLC new	Shares	+8	+$228	$228
22	AMALGAMATED BANK new	Shares	+7.5K	+$212	$212
23	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$71	$568
24	Davis Capital Management new	Shares	+2	+$57	$57
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+942	+$27	$27
26	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$21	$171
27	SBI Securities Co., Ltd. trimmed	Shares	-1	+$21	$369
28	Hughes Financial Services, LLC unchanged	Shares	0	+$3	$28
29	State of Alaska, Department of Revenue trimmed	Shares	-4.7K	-$81	$292
30	Sound Income Strategies, LLC exited	Shares	-99	-$2.5K	$0
31	Scarborough Advisors, LLC exited	Shares	-160	-$4.0K	$0
32	JCSD Capital, LLC trimmed	Shares	-25.0K	-$65.9K	$4.5M
33	Counterpoint Mutual Funds LLC trimmed	Shares	-12.6K	-$232.1K	$647.2K