Filing Research | HBT - HBT FINL INC. Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	82.7KSH	$2.6M
2	Wall Street Financial Group, Inc.	Shares	50.6KSH	$1.6M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	29.3KSH	$937.7K
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	28.9KSH	$925.5K
5	Hickory Point Bank & Trust	Shares	20.0KSH	$639.8K
6	Hennion & Walsh Asset Management, Inc.	Shares	17.5KSH	$558.4K
7	Sequoia Financial Advisors, LLC	Shares	14.1KSH	$451.1K
8	Meredith Wealth Planning	Shares	9.6KSH	$306.9K
9	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$161.3K
10	Mirae Asset Global Investments Co., Ltd.	Shares	1.7KSH	$53.0K
11	AdvisorNet Financial, Inc	Shares	790SH	$25.3K
12	EVOLUTION WEALTH MANAGEMENT INC.	Shares	500SH	$16.0K
13	GAMMA Investing LLC	Shares	428SH	$13.7K
14	IFP Advisors, Inc	Shares	350SH	$11.2K
15	MassMutual Private Wealth & Trust, FSB	Shares	281SH	$9.0K
16	Versant Capital Management, Inc	Shares	195SH	$6.2K
17	SBI Securities Co., Ltd.	Shares	151SH	$4.8K
18	SIGNATUREFD, LLC	Shares	72SH	$2.3K
19	SJS Investment Consulting Inc.	Shares	63SH	$2.0K
20	EverSource Wealth Advisors, LLC	Shares	52SH	$1.7K
21	Farther Finance Advisors, LLC	Shares	38SH	$1.2K
22	True Wealth Design, LLC	Shares	10SH	$320
23	State of Alaska, Department of Revenue	Shares	1.8KSH	$57

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

23 / 23 loaded

#		Instrument
1	Wall Street Financial Group, Inc. added	Shares	+16.9K	+$718.3K	$1.6M
2	Sequoia Financial Advisors, LLC new	Shares	+14.1K	+$451.1K	$451.1K
3	JOHNSON INVESTMENT COUNSEL INC added	Shares	+98	+$438.5K	$2.6M
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.8K	+$255.9K	$937.7K
5	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-752	+$132.4K	$925.5K
6	Hickory Point Bank & Trust unchanged	Shares	0	+$105.4K	$639.8K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$64.6K	$161.3K
8	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.7K	+$53.0K	$53.0K
9	Meredith Wealth Planning unchanged	Shares	0	+$50.6K	$306.9K
10	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-3.0K	+$12.7K	$558.4K
11	AdvisorNet Financial, Inc unchanged	Shares	0	+$4.2K	$25.3K
12	SBI Securities Co., Ltd. added	Shares	+110	+$3.7K	$4.8K
13	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$2.6K	$16.0K
14	SIGNATUREFD, LLC new	Shares	+72	+$2.3K	$2.3K
15	SJS Investment Consulting Inc. added	Shares	+59	+$1.9K	$2.0K
16	GAMMA Investing LLC trimmed	Shares	-14	+$1.9K	$13.7K
17	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1	+$1.5K	$9.0K
18	Versant Capital Management, Inc unchanged	Shares	0	+$1.0K	$6.2K
19	Farther Finance Advisors, LLC added	Shares	+9	+$426	$1.2K
20	True Wealth Design, LLC unchanged	Shares	0	+$52	$320
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$10	$57
22	IFP Advisors, Inc trimmed	Shares	-135	-$1.8K	$11.2K
23	EverSource Wealth Advisors, LLC trimmed	Shares	-445	-$11.6K	$1.7K