Filing Research | FULT - FULTON FINL CORP PA Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	FULTON BANK, N.A.	Shares	1.2MSH	$28.6M
2	Legacy Advisors, LLC	Shares	281.1KSH	$6.8M
3	Vest Financial, LLC	Shares	271.2KSH	$6.6M
4	QRG CAPITAL MANAGEMENT, INC.	Shares	126.2KSH	$3.1M
5	EAGLE WEALTH STRATEGIES LLC	Shares	86.6KSH	$2.1M
6	Louisiana State Employees Retirement System	Shares	82.9KSH	$2.0M
7	Stewardship Advisors, LLC	Shares	65.3KSH	$1.6M
8	Police & Firemen's Retirement System of New Jersey	Shares	57.8KSH	$1.4M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	50.8KSH	$1.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.2KSH	$1.1M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	44.9KSH	$1.1M
12	Key FInancial Inc	Shares	44.8KSH	$1.1M
13	Merit Financial Group, LLC	Shares	38.7KSH	$936.5K
14	Hughes Financial Services, LLC	Shares	25.2KSH	$610.7K
15	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	21.9KSH	$529.8K
16	Abel Hall, LLC	Shares	21.6KSH	$523.4K
17	Stillwater Capital Advisors, LLC	Shares	19.9KSH	$481.8K
18	Hennion & Walsh Asset Management, Inc.	Shares	18.3KSH	$441.9K
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	16.9KSH	$409.0K
20	CWA Asset Management Group, LLC	Shares	16.9KSH	$408.8K
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	15.2KSH	$368.9K
22	Envestnet Portfolio Solutions, Inc.	Shares	13.6KSH	$328.5K
23	Crossmark Global Holdings, Inc.	Shares	11.6KSH	$281.6K
24	Flagship Capital Management Inc.	Shares	10.2KSH	$246.5K
25	FLC Capital Advisors	Shares	9.8KSH	$236.9K
26	Apollon Wealth Management, LLC	Shares	9.4KSH	$226.7K
27	Stonebridge Financial Group, LLC	Shares	8.6KSH	$208.3K
28	J.W. COLE ADVISORS, INC.	Shares	8.3KSH	$201.6K
29	GAMMA Investing LLC	Shares	5.4KSH	$131.6K
30	IFP Advisors, Inc	Shares	4.1KSH	$98.7K
31	Blue Trust, Inc.	Shares	3.8KSH	$91.1K
32	ENTRUST FINANCIAL LLC	Shares	2.7KSH	$64.3K
33	Farther Finance Advisors, LLC	Shares	2.3KSH	$54.5K
34	Versant Capital Management, Inc	Shares	2.2KSH	$53.6K
35	SIGNATUREFD, LLC	Shares	2.1KSH	$50.3K
36	PFS Partners, LLC	Shares	1.7KSH	$41.4K
37	CrossGen Wealth, LLC	Shares	909SH	$22.0K
38	EverSource Wealth Advisors, LLC	Shares	871SH	$21.1K
39	SALEM INVESTMENT COUNSELORS INC	Shares	600SH	$14.5K
40	MassMutual Private Wealth & Trust, FSB	Shares	480SH	$11.6K
41	SJS Investment Consulting Inc.	Shares	290SH	$7.0K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	214.2KSH	$5.2K
43	Marshall & Sterling Wealth Advisors Inc.	Shares	211SH	$5.1K
44	TOMPKINS FINANCIAL CORP	Shares	208SH	$5.0K
45	Fortitude Family Office, LLC	Shares	198SH	$4.8K
46	True Wealth Design, LLC	Shares	173SH	$4.2K
47	JFS WEALTH ADVISORS, LLC	Shares	172SH	$4.2K
48	Valued Wealth Advisors LLC	Shares	124SH	$3.0K
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	100SH	$2.4K
50	SBI Securities Co., Ltd.	Shares	96SH	$2.3K

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

50 / 73 loaded

#		Instrument
1	FULTON BANK, N.A. added	Shares	+1.6K	+$4.6M	$28.6M
2	Legacy Advisors, LLC unchanged	Shares	0	+$1.1M	$6.8M
3	Vest Financial, LLC trimmed	Shares	-2.6K	+$991.4K	$6.6M
4	QRG CAPITAL MANAGEMENT, INC. added	Shares	+15.3K	+$798.0K	$3.1M
5	CWA Asset Management Group, LLC new	Shares	+16.9K	+$408.8K	$408.8K
6	Louisiana State Employees Retirement System added	Shares	+3.1K	+$382.2K	$2.0M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+7.4K	+$373.0K	$1.4M
8	EAGLE WEALTH STRATEGIES LLC trimmed	Shares	-348	+$326.4K	$2.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.5K	+$264.2K	$1.1M
10	FLC Capital Advisors new	Shares	+9.8K	+$236.9K	$236.9K
11	Apollon Wealth Management, LLC new	Shares	+9.4K	+$226.7K	$226.7K
12	Stonebridge Financial Group, LLC new	Shares	+8.6K	+$208.3K	$208.3K
13	J.W. COLE ADVISORS, INC. new	Shares	+8.3K	+$201.6K	$201.6K
14	Key FInancial Inc unchanged	Shares	0	+$172.6K	$1.1M
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.2K	+$151.3K	$1.2M
16	Hennion & Walsh Asset Management, Inc. added	Shares	+3.6K	+$142.8K	$441.9K
17	Abel Hall, LLC added	Shares	+2.3K	+$130.0K	$523.4K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.5K	+$122.4K	$1.1M
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.2K	+$110.7K	$409.0K
20	Hughes Financial Services, LLC unchanged	Shares	0	+$97.2K	$610.7K
21	Envestnet Portfolio Solutions, Inc. added	Shares	+1.6K	+$84.3K	$328.5K
22	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV unchanged	Shares	0	+$84.3K	$529.8K
23	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-17	+$58.4K	$368.9K
24	Stewardship Advisors, LLC trimmed	Shares	-10.1K	+$45.9K	$1.6M
25	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$44.8K	$281.6K
26	Stillwater Capital Advisors, LLC trimmed	Shares	-1.6K	+$44.1K	$481.8K
27	Flagship Capital Management Inc. unchanged	Shares	0	+$39.2K	$246.5K
28	Farther Finance Advisors, LLC added	Shares	+1.1K	+$31.3K	$54.5K
29	Merit Financial Group, LLC trimmed	Shares	-5.8K	+$30.9K	$936.5K
30	GAMMA Investing LLC added	Shares	+397	+$29.0K	$131.6K
31	IFP Advisors, Inc trimmed	Shares	-12	+$15.5K	$98.7K
32	MassMutual Private Wealth & Trust, FSB new	Shares	+480	+$11.6K	$11.6K
33	ENTRUST FINANCIAL LLC added	Shares	+23	+$10.7K	$64.3K
34	Versant Capital Management, Inc unchanged	Shares	0	+$8.5K	$53.6K
35	SIGNATUREFD, LLC unchanged	Shares	0	+$8.0K	$50.3K
36	PFS Partners, LLC unchanged	Shares	0	+$6.6K	$41.4K
37	SJS Investment Consulting Inc. added	Shares	+254	+$6.3K	$7.0K
38	CrossGen Wealth, LLC unchanged	Shares	0	+$3.5K	$22.0K
39	Valued Wealth Advisors LLC new	Shares	+124	+$3.0K	$3.0K
40	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$2.3K	$14.5K
41	Fortitude Family Office, LLC added	Shares	+64	+$2.1K	$4.8K
42	Creative Capital Management Investments LLC new	Shares	+57	+$1.4K	$1.4K
43	Noble Wealth Management PBC new	Shares	+57	+$1.4K	$1.4K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+37	+$963	$1.3K
45	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$811	$5.1K
46	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$801	$5.0K
47	True Wealth Design, LLC unchanged	Shares	0	+$666	$4.2K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-12.8K	+$565	$5.2K
49	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$385	$2.4K
50	SBI Securities Co., Ltd. unchanged	Shares	0	+$369	$2.3K

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