Filing Research | FRME - FIRST MERCHANTS CORP Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	FIRST MERCHANTS CORP	Shares	522.0KSH	$22.8M
2	LYNCH & ASSOCIATES/IN	Shares	130.0KSH	$5.7M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	111.5KSH	$4.9M
4	First Financial Bank - Trust Division	Shares	75.8KSH	$3.3M
5	BridgePort Financial Solutions, LLC	Shares	58.1KSH	$2.5M
6	Y-Intercept (Hong Kong) Ltd	Shares	57.3KSH	$2.5M
7	Vest Financial, LLC	Shares	42.2KSH	$1.8M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	28.7KSH	$1.3M
9	OLD NATIONAL BANCORP /IN/	Shares	28.4KSH	$1.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.0KSH	$860.7K
11	Police & Firemen's Retirement System of New Jersey	Shares	18.8KSH	$821.0K
12	SENTINEL PENSION ADVISORS, LLC	Shares	15.2KSH	$679.0K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.9KSH	$606.8K
14	SAPIENT CAPITAL LLC	Shares	8.5KSH	$369.4K
15	MONARCH CAPITAL MANAGEMENT INC	Shares	8.4KSH	$367.8K
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	6.8KSH	$299.2K
17	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	6.7KSH	$293.4K
18	Goelzer Investment Management, Inc.	Shares	5.4KSH	$235.4K
19	Hennion & Walsh Asset Management, Inc.	Shares	5.1KSH	$222.4K
20	Merit Financial Group, LLC	Shares	4.8KSH	$209.0K
21	SIGNATUREFD, LLC	Shares	1.8KSH	$79.4K
22	Blue Trust, Inc.	Shares	1.8KSH	$77.9K
23	GGM Financial LLC	Shares	1.7KSH	$76.0K
24	GAMMA Investing LLC	Shares	1.4KSH	$61.3K
25	Strategic Investment Solutions, Inc. /IL	Shares	1.2KSH	$53.2K
26	Indiana Trust & Investment Management Co	Shares	902SH	$39.4K
27	EverSource Wealth Advisors, LLC	Shares	626SH	$27.3K
28	Farther Finance Advisors, LLC	Shares	615SH	$26.8K
29	Versant Capital Management, Inc	Shares	358SH	$15.6K
30	TRUST CO OF TOLEDO NA /OH/	Shares	321SH	$14.0K
31	IFP Advisors, Inc	Shares	262SH	$11.4K
32	SJS Investment Consulting Inc.	Shares	202SH	$8.8K
33	True Wealth Design, LLC	Shares	153SH	$6.7K
34	Fortitude Family Office, LLC	Shares	81SH	$3.5K
35	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	80SH	$3.5K
36	MassMutual Private Wealth & Trust, FSB	Shares	49SH	$2.1K
37	Physician Wealth Advisors, Inc.	Shares	42SH	$1.8K
38	JFS WEALTH ADVISORS, LLC	Shares	34SH	$1.5K
39	Creative Capital Management Investments LLC	Shares	22SH	$961
40	Handelsbanken Fonder AB	Shares	17.7KSH	$774
41	Retirement Wealth Solutions LLC	Shares	17SH	$743
42	CoreCap Advisors, LLC	Shares	16SH	$699
43	DiNuzzo Private Wealth, Inc.	Shares	12SH	$525
44	Trust Co	Shares	12SH	$524
45	SBI Securities Co., Ltd.	Shares	6SH	$262
46	LRI Investments, LLC	Shares	3SH	$131
47	State of Alaska, Department of Revenue	Shares	3.0KSH	$129
48	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$44
49	CX Institutional	Shares	408SH	$18
50	Capital Advisors, Ltd. LLC	Shares	30SH	$1

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

50 / 52 loaded

#		Instrument
1	FIRST MERCHANTS CORP trimmed	Shares	-3.2K	+$2.5M	$22.8M
2	LYNCH & ASSOCIATES/IN unchanged	Shares	0	+$644.8K	$5.7M
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+8.1K	+$381.2K	$606.8K
4	First Financial Bank - Trust Division unchanged	Shares	0	+$375.9K	$3.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.2K	+$358.5K	$860.7K
6	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+6.7K	+$293.4K	$293.4K
7	BridgePort Financial Solutions, LLC trimmed	Shares	-38	+$286.6K	$2.5M
8	Vest Financial, LLC added	Shares	+565	+$231.1K	$1.8M
9	Hennion & Walsh Asset Management, Inc. new	Shares	+5.1K	+$222.4K	$222.4K
10	Merit Financial Group, LLC new	Shares	+4.8K	+$209.0K	$209.0K
11	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-9.8K	+$174.8K	$4.9M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$154.4K	$821.0K
13	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$140.9K	$1.2M
14	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-591	+$119.6K	$1.3M
15	SENTINEL PENSION ADVISORS, LLC unchanged	Shares	0	+$89.2K	$679.0K
16	SAPIENT CAPITAL LLC trimmed	Shares	-106	+$37.8K	$369.4K
17	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$34.0K	$299.2K
18	Goelzer Investment Management, Inc. unchanged	Shares	0	+$26.7K	$235.4K
19	MONARCH CAPITAL MANAGEMENT INC trimmed	Shares	-500	+$22.4K	$367.8K
20	GAMMA Investing LLC added	Shares	+280	+$17.8K	$61.3K
21	GGM Financial LLC added	Shares	+16	+$9.2K	$76.0K
22	Blue Trust, Inc. unchanged	Shares	0	+$8.8K	$77.9K
23	SJS Investment Consulting Inc. added	Shares	+171	+$7.6K	$8.8K
24	Strategic Investment Solutions, Inc. /IL added	Shares	+11	+$6.5K	$53.2K
25	IFP Advisors, Inc added	Shares	+110	+$5.6K	$11.4K
26	Indiana Trust & Investment Management Co unchanged	Shares	0	+$4.5K	$39.4K
27	Farther Finance Advisors, LLC added	Shares	+28	+$3.7K	$26.8K
28	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+37	+$1.8K	$3.5K
29	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$15.6K
30	Fortitude Family Office, LLC added	Shares	+31	+$1.6K	$3.5K
31	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$1.6K	$14.0K
32	True Wealth Design, LLC added	Shares	+16	+$1.4K	$6.7K
33	Creative Capital Management Investments LLC new	Shares	+22	+$961	$961
34	CoreCap Advisors, LLC new	Shares	+16	+$699	$699
35	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$243	$2.1K
36	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$169	$1.5K
37	LRI Investments, LLC new	Shares	+3	+$131	$131
38	Handelsbanken Fonder AB unchanged	Shares	0	+$88	$774
39	Retirement Wealth Solutions LLC unchanged	Shares	0	+$84	$743
40	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$60	$525
41	Trust Co unchanged	Shares	0	+$59	$524
42	SBI Securities Co., Ltd. unchanged	Shares	0	+$30	$262
43	State of Alaska, Department of Revenue unchanged	Shares	0	+$15	$129
44	CX Institutional added	Shares	+3	+$2	$18
45	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
46	Vermillion Wealth Management, Inc. exited	Shares	-4	-$155	$0
47	Physician Wealth Advisors, Inc. trimmed	Shares	-14	-$334	$1.8K
48	SIGNATUREFD, LLC trimmed	Shares	-297	-$2.5K	$79.4K
49	Sound Income Strategies, LLC exited	Shares	-89	-$3.5K	$0
50	EverSource Wealth Advisors, LLC trimmed	Shares	-520	-$17.0K	$27.3K

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