Filing Research | HTH - HILLTOP HLDGS INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	57.9KSH	$2.2M
2	ATWOOD & PALMER INC	Shares	33.1KSH	$1.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.3KSH	$931.7K
4	Louisiana State Employees Retirement System	Shares	18.0KSH	$698.0K
5	QRG CAPITAL MANAGEMENT, INC.	Shares	14.0KSH	$543.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	11.6KSH	$450.5K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.0KSH	$428.0K
8	Lexington Hill Partners, LLC	Shares	10.5KSH	$408.6K
9	FIRST CITIZENS BANK & TRUST CO	Shares	10.0KSH	$387.2K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.7KSH	$376.8K
11	Forum Financial Management, LP	Shares	9.3KSH	$360.1K
12	Sequoia Financial Advisors, LLC	Shares	6.5KSH	$250.2K
13	GAMMA Investing LLC	Shares	2.4KSH	$94.6K
14	Financial Management Professionals, Inc.	Shares	1.5KSH	$58.2K
15	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$55.6K
16	SIGNATUREFD, LLC	Shares	1.4KSH	$53.1K
17	1620 INVESTMENT ADVISORS, INC.	Shares	759SH	$29.4K
18	IFP Advisors, Inc	Shares	569SH	$22.1K
19	True Wealth Design, LLC	Shares	437SH	$16.9K
20	Farther Finance Advisors, LLC	Shares	361SH	$14.0K
21	SJS Investment Consulting Inc.	Shares	204SH	$7.9K
22	Fortitude Family Office, LLC	Shares	72SH	$2.8K
23	High Note Wealth, LLC	Shares	60SH	$2.3K
24	Versant Capital Management, Inc	Shares	34SH	$1.3K
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25SH	$970
26	Physician Wealth Advisors, Inc.	Shares	21SH	$815
27	State of Alaska, Department of Revenue	Shares	16.3KSH	$631
28	Torren Management, LLC	Shares	13SH	$486
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	11.2KSH	$433
30	Handelsbanken Fonder AB	Shares	11.0KSH	$428
31	AMALGAMATED BANK	Shares	11.0KSH	$426
32	JFS WEALTH ADVISORS, LLC	Shares	10SH	$388
33	CoreCap Advisors, LLC	Shares	2SH	$78
34	Davis Capital Management	Shares	2SH	$78
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$78
36	Hughes Financial Services, LLC	Shares	1SH	$39

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

38 / 38 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+16.7K	+$771.4K	$2.2M
2	Sequoia Financial Advisors, LLC new	Shares	+6.5K	+$250.2K	$250.2K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.7K	+$118.4K	$931.7K
4	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.1K	+$115.1K	$543.6K
5	ATWOOD & PALMER INC unchanged	Shares	0	+$98.0K	$1.3M
6	SIGNATUREFD, LLC added	Shares	+1.0K	+$40.1K	$53.1K
7	Louisiana State Employees Retirement System trimmed	Shares	-500	+$35.4K	$698.0K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$34.4K	$450.5K
9	Lexington Hill Partners, LLC added	Shares	+56	+$33.2K	$408.6K
10	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$29.6K	$387.2K
11	Forum Financial Management, LP unchanged	Shares	0	+$27.5K	$360.1K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-217	+$24.9K	$428.0K
13	GAMMA Investing LLC added	Shares	+174	+$13.5K	$94.6K
14	SJS Investment Consulting Inc. added	Shares	+201	+$7.8K	$7.9K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-591	+$7.6K	$376.8K
16	Farther Finance Advisors, LLC added	Shares	+112	+$5.1K	$14.0K
17	Financial Management Professionals, Inc. unchanged	Shares	0	+$4.4K	$58.2K
18	Fortitude Family Office, LLC new	Shares	+72	+$2.8K	$2.8K
19	IFP Advisors, Inc added	Shares	+24	+$2.5K	$22.1K
20	High Note Wealth, LLC new	Shares	+60	+$2.3K	$2.3K
21	True Wealth Design, LLC trimmed	Shares	-12	+$863	$16.9K
22	JFS WEALTH ADVISORS, LLC new	Shares	+10	+$388	$388
23	Versant Capital Management, Inc unchanged	Shares	0	+$101	$1.3K
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.4K	+$85	$433
25	CoreCap Advisors, LLC new	Shares	+2	+$78	$78
26	Davis Capital Management new	Shares	+2	+$78	$78
27	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$74	$970
28	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$62	$815
29	Torren Management, LLC added	Shares	+1	+$40	$486
30	Hughes Financial Services, LLC new	Shares	+1	+$39	$39
31	Handelsbanken Fonder AB unchanged	Shares	0	+$32	$428
32	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$6	$78
33	AMALGAMATED BANK trimmed	Shares	-1.1K	-$6	$426
34	State of Alaska, Department of Revenue trimmed	Shares	-7.1K	-$205	$631
35	Sound Income Strategies, LLC exited	Shares	-27	-$982	$0
36	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-140	-$2.8K	$29.4K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-378	-$9.3K	$55.6K
38	Independence Bank of Kentucky exited	Shares	-830	-$29.7K	$0