Filing Research | HOMB - HOME BANCSHARES INC Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.1MSH	$30.8M
2	FENIMORE ASSET MANAGEMENT INC	Shares	499.9KSH	$14.3M
3	KWMG, LLC	Shares	266.7KSH	$7.6M
4	Vest Financial, LLC	Shares	260.8KSH	$7.4M
5	GREENWOOD GEARHART LLC	Shares	213.3KSH	$6.1M
6	DAVENPORT & Co LLC	Shares	132.9KSH	$3.8M
7	Financial Management Professionals, Inc.	Shares	83.8KSH	$2.4M
8	Horrell Capital Management, Inc.	Shares	80.7KSH	$2.3M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	79.8KSH	$2.3M
10	CoreCap Advisors, LLC	Shares	78.6KSH	$2.2M
11	AMARILLO NATIONAL BANK	Shares	77.5KSH	$2.2M
12	TMB Capital Partners, LLC	Shares	66.6KSH	$1.9M
13	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	56.1KSH	$1.6M
14	Police & Firemen's Retirement System of New Jersey	Shares	55.8KSH	$1.6M
15	Louisiana State Employees Retirement System	Shares	54.8KSH	$1.6M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	50.8KSH	$1.5M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	48.0KSH	$1.4M
18	Y-Intercept (Hong Kong) Ltd	Shares	45.2KSH	$1.3M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	44.8KSH	$1.3M
20	NAPLES GLOBAL ADVISORS, LLC	Shares	40.5KSH	$1.2M
21	EASTERLY INVESTMENT PARTNERS LLC	Shares	34.0KSH	$970.7K
22	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	31.9KSH	$910.7K
23	Merit Financial Group, LLC	Shares	25.5KSH	$728.2K
24	CHICAGO TRUST Co NA	Shares	24.4KSH	$695.8K
25	BTC Capital Management, Inc.	Shares	23.4KSH	$669.2K
26	Everhart Financial Group, Inc.	Shares	22.0KSH	$627.2K
27	BCS Wealth Management	Shares	17.0KSH	$485.4K
28	Mendel Capital Management LLC	Shares	15.9KSH	$453.1K
29	SECURIAN ASSET MANAGEMENT, INC	Shares	13.8KSH	$426.0K
30	Apella Capital, LLC	Shares	14.5KSH	$416.6K
31	First National Advisers, LLC	Shares	13.9KSH	$395.6K
32	Crossmark Global Holdings, Inc.	Shares	11.5KSH	$328.3K
33	ARKANSAS FINANCIAL GROUP, INC.	Shares	9.1KSH	$260.6K
34	Trust Point Inc.	Shares	7.2KSH	$205.0K
35	Central Pacific Bank - Trust Division	Shares	7.1KSH	$203.8K
36	HOME FEDERAL BANK OF TENNESSEE	Shares	7.1KSH	$202.2K
37	SIGNATUREFD, LLC	Shares	3.6KSH	$103.6K
38	GAMMA Investing LLC	Shares	2.5KSH	$70.9K
39	Reyes Financial Architecture, Inc.	Shares	2.3KSH	$66.2K
40	Versant Capital Management, Inc	Shares	1.9KSH	$53.0K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.6KSH	$46.1K
42	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$36.9K
43	SJS Investment Consulting Inc.	Shares	1.1KSH	$32.7K
44	True Wealth Design, LLC	Shares	1.0KSH	$29.7K
45	Farther Finance Advisors, LLC	Shares	1.0KSH	$29.4K
46	FIRST HORIZON CORP	Shares	993SH	$28.4K
47	GODSEY & GIBB, INC	Shares	420SH	$12.0K
48	Key FInancial Inc	Shares	342SH	$9.8K
49	Ares Financial Consulting, LLC	Shares	294SH	$8.4K
50	Retirement Wealth Solutions LLC	Shares	269SH	$7.7K

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

50 / 75 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+12.8K	+$2.1M	$30.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+66.7K	+$1.9M	$2.3M
3	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+34.0K	+$970.7K	$970.7K
4	FENIMORE ASSET MANAGEMENT INC added	Shares	+3.0K	+$891.6K	$14.3M
5	Vest Financial, LLC added	Shares	+16.9K	+$876.4K	$7.4M
6	Merit Financial Group, LLC new	Shares	+25.5K	+$728.2K	$728.2K
7	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+24.3K	+$706.0K	$910.7K
8	KWMG, LLC added	Shares	+6.8K	+$615.8K	$7.6M
9	BCS Wealth Management new	Shares	+17.0K	+$485.4K	$485.4K
10	First National Advisers, LLC new	Shares	+13.9K	+$395.6K	$395.6K
11	GREENWOOD GEARHART LLC added	Shares	+262	+$352.6K	$6.1M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+6.8K	+$273.2K	$1.6M
13	DAVENPORT & Co LLC unchanged	Shares	0	+$215.4K	$3.8M
14	Trust Point Inc. new	Shares	+7.2K	+$205.0K	$205.0K
15	HOME FEDERAL BANK OF TENNESSEE new	Shares	+7.1K	+$202.2K	$202.2K
16	Apella Capital, LLC added	Shares	+4.3K	+$140.6K	$416.6K
17	Louisiana State Employees Retirement System added	Shares	+1.8K	+$137.3K	$1.6M
18	Financial Management Professionals, Inc. unchanged	Shares	0	+$135.7K	$2.4M
19	TMB Capital Partners, LLC added	Shares	+16	+$108.3K	$1.9M
20	SIGNATUREFD, LLC added	Shares	+2.9K	+$83.6K	$103.6K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$81.7K	$1.4M
22	SECURIAN ASSET MANAGEMENT, INC added	Shares	+329	+$62.9K	$426.0K
23	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-105	+$62.8K	$1.2M
24	BTC Capital Management, Inc. added	Shares	+1.1K	+$61.1K	$669.2K
25	CHICAGO TRUST Co NA added	Shares	+798	+$61.0K	$695.8K
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-993	+$45.9K	$1.3M
27	Versant Capital Management, Inc added	Shares	+1.1K	+$33.3K	$53.0K
28	SJS Investment Consulting Inc. added	Shares	+1.1K	+$31.9K	$32.7K
29	True Wealth Design, LLC new	Shares	+1.0K	+$29.7K	$29.7K
30	Mendel Capital Management LLC added	Shares	+124	+$29.0K	$453.1K
31	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$18.6K	$328.3K
32	Central Pacific Bank - Trust Division added	Shares	+260	+$18.6K	$203.8K
33	Farther Finance Advisors, LLC added	Shares	+530	+$15.8K	$29.4K
34	Reyes Financial Architecture, Inc. added	Shares	+348	+$13.1K	$66.2K
35	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.9K	+$12.7K	$1.6M
36	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.7K	+$9.2K	$1.5M
37	Marquette Asset Management, LLC new	Shares	+177	+$5.1K	$5.1K
38	EverSource Wealth Advisors, LLC added	Shares	+103	+$4.9K	$36.9K
39	ARKANSAS FINANCIAL GROUP, INC. unchanged	Shares	0	+$3.7K	$260.6K
40	Wealth Enhancement Trust Services, Inc. new	Shares	+117	+$3.3K	$3.3K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3.2K	$46.1K
42	GAMMA Investing LLC trimmed	Shares	-35	+$3.1K	$70.9K
43	MassMutual Private Wealth & Trust, FSB added	Shares	+79	+$2.3K	$3.0K
44	Creative Capital Management Investments LLC new	Shares	+66	+$1.9K	$1.9K
45	Sachetta, LLC added	Shares	+24	+$736	$1.6K
46	Key FInancial Inc unchanged	Shares	0	+$554	$9.8K
47	LRI Investments, LLC added	Shares	+12	+$445	$2.1K
48	Retirement Wealth Solutions LLC trimmed	Shares	-1	+$414	$7.7K
49	Ares Financial Consulting, LLC unchanged	Shares	0	+$397	$8.4K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.4K	+$324	$4.6K

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