Filing Research | HBCP - HOMEBANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Montz Harcus Wealth Management LLC	Shares	94.8KSH	$6.5M
2	Summit Financial Wealth Advisors, LLC	Shares	39.7KSH	$2.7M
3	CULLEN INVESTMENT GROUP, LTD.	Shares	21.1KSH	$1.4M
4	Y-Intercept (Hong Kong) Ltd	Shares	8.4KSH	$574.6K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.8KSH	$329.2K
6	Sequoia Financial Advisors, LLC	Shares	3.1KSH	$215.3K
7	Police & Firemen's Retirement System of New Jersey	Shares	1.8KSH	$125.2K
8	GAMMA Investing LLC	Shares	1.4KSH	$98.0K
9	EverSource Wealth Advisors, LLC	Shares	472SH	$32.3K
10	IFP Advisors, Inc	Shares	169SH	$11.6K
11	Farther Finance Advisors, LLC	Shares	51SH	$3.5K
12	True Wealth Design, LLC	Shares	21SH	$1.4K
13	MassMutual Private Wealth & Trust, FSB	Shares	18SH	$1.2K
14	SJS Investment Consulting Inc.	Shares	16SH	$1.1K
15	Versant Capital Management, Inc	Shares	16SH	$1.1K
16	Eagle Capital Management, LLC	Shares	8.3KSH	$569
17	Fortitude Family Office, LLC	Shares	4SH	$274
18	State of Alaska, Department of Revenue	Shares	308SH	$21

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

18 / 18 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+8.4K	+$574.6K	$574.6K
2	Summit Financial Wealth Advisors, LLC added	Shares	+3.7K	+$540.0K	$2.7M
3	Montz Harcus Wealth Management LLC trimmed	Shares	-5.2K	+$434.6K	$6.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.8K	+$329.2K	$329.2K
5	Sequoia Financial Advisors, LLC new	Shares	+3.1K	+$215.3K	$215.3K
6	CULLEN INVESTMENT GROUP, LTD. trimmed	Shares	-42	+$164.9K	$1.4M
7	GAMMA Investing LLC added	Shares	+107	+$17.8K	$98.0K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$14.5K	$125.2K
9	EverSource Wealth Advisors, LLC added	Shares	+166	+$13.8K	$32.3K
10	IFP Advisors, Inc added	Shares	+106	+$7.8K	$11.6K
11	MassMutual Private Wealth & Trust, FSB new	Shares	+18	+$1.2K	$1.2K
12	Farther Finance Advisors, LLC added	Shares	+5	+$659	$3.5K
13	Fortitude Family Office, LLC new	Shares	+4	+$274	$274
14	SJS Investment Consulting Inc. added	Shares	+1	+$188	$1.1K
15	True Wealth Design, LLC unchanged	Shares	0	+$166	$1.4K
16	Versant Capital Management, Inc unchanged	Shares	0	+$127	$1.1K
17	Eagle Capital Management, LLC unchanged	Shares	0	+$66	$569
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$21

Filing Research | HBCP - HOMEBANCORP INC Institutional Holdings