Filing Research | IBCP - INDEPENDENT BK CORP MICH Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	30.4KSH	$1.1M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	24.3KSH	$877.6K
3	SummerHaven Investment Management, LLC	Shares	21.5KSH	$775.2K
4	Mirae Asset Global Investments Co., Ltd.	Shares	17.2KSH	$621.1K
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	10.4KSH	$376.0K
6	Sequoia Financial Advisors, LLC	Shares	6.2KSH	$224.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.1KSH	$218.2K
8	Police & Firemen's Retirement System of New Jersey	Shares	5.8KSH	$208.8K
9	Versant Capital Management, Inc	Shares	1.1KSH	$39.1K
10	IFP Advisors, Inc	Shares	247SH	$8.9K
11	GAMMA Investing LLC	Shares	236SH	$8.5K
12	EverSource Wealth Advisors, LLC	Shares	205SH	$7.4K
13	Farther Finance Advisors, LLC	Shares	139SH	$5.0K
14	Physician Wealth Advisors, Inc.	Shares	69SH	$2.5K
15	SIGNATUREFD, LLC	Shares	41SH	$1.5K
16	True Wealth Design, LLC	Shares	29SH	$1.0K
17	Torren Management, LLC	Shares	28SH	$998
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20SH	$734
19	CoreCap Advisors, LLC	Shares	20SH	$721
20	MassMutual Private Wealth & Trust, FSB	Shares	10SH	$361
21	SJS Investment Consulting Inc.	Shares	3SH	$109
22	State of Alaska, Department of Revenue	Shares	832SH	$30
23	Capital Advisors, Ltd. LLC	Shares	5SH	$0

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

26 / 26 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+10.4K	+$376.0K	$376.0K
2	Sequoia Financial Advisors, LLC new	Shares	+6.2K	+$224.0K	$224.0K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+6.1K	+$218.2K	$218.2K
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.8K	+$142.2K	$621.1K
5	SummerHaven Investment Management, LLC unchanged	Shares	0	+$59.5K	$775.2K
6	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-282	+$58.0K	$877.6K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$16.0K	$208.8K
8	IFP Advisors, Inc added	Shares	+100	+$4.0K	$8.9K
9	GAMMA Investing LLC added	Shares	+82	+$3.4K	$8.5K
10	Versant Capital Management, Inc unchanged	Shares	0	+$3.0K	$39.1K
11	SIGNATUREFD, LLC new	Shares	+41	+$1.5K	$1.5K
12	CoreCap Advisors, LLC new	Shares	+20	+$721	$721
13	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$191	$2.5K
14	SJS Investment Consulting Inc. new	Shares	+3	+$109	$109
15	Torren Management, LLC added	Shares	+1	+$85	$998
16	True Wealth Design, LLC unchanged	Shares	0	+$81	$1.0K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$62	$734
18	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$28	$361
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$30
20	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
21	SENTINEL TRUST CO LBA exited	Shares	-7.6K	-$253	$0
22	Farther Finance Advisors, LLC trimmed	Shares	-49	-$1.3K	$5.0K
23	EverSource Wealth Advisors, LLC trimmed	Shares	-291	-$9.1K	$7.4K
24	Commonwealth Financial Services, LLC exited	Shares	-7.2K	-$241.0K	$0
25	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-34.1K	-$1.1M	$1.1M
26	Assenagon Asset Management S.A. exited	Shares	-150.4K	-$5.0M	$0