Filing Research | MBIN - MERCHANTS BANCORP IND Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Elser Financial Planning, Inc	Shares	26.8MSH	$1.34B
2	Valeo Financial Advisors, LLC	Shares	227.0KSH	$11.3M
3	SAPIENT CAPITAL LLC	Shares	60.5KSH	$3.0M
4	Formidable Asset Management, LLC	Shares	33.2KSH	$1.4M
5	JAMES INVESTMENT RESEARCH, INC.	Shares	23.8KSH	$1.2M
6	Louisiana State Employees Retirement System	Shares	12.9KSH	$645.0K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.8KSH	$389.6K
8	Police & Firemen's Retirement System of New Jersey	Shares	7.2KSH	$358.9K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.0KSH	$348.6K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.5KSH	$216.7K
11	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	697SH	$34.9K
12	Versant Capital Management, Inc	Shares	594SH	$29.7K
13	GAMMA Investing LLC	Shares	471SH	$23.6K
14	EverSource Wealth Advisors, LLC	Shares	219SH	$10.9K
15	Farther Finance Advisors, LLC	Shares	200SH	$10.0K
16	Owl Creek Wealth Partners LLC	Shares	180SH	$9.0K
17	IFP Advisors, Inc	Shares	84SH	$4.2K
18	SIGNATUREFD, LLC	Shares	55SH	$2.8K
19	Torren Management, LLC	Shares	38SH	$1.9K
20	True Wealth Design, LLC	Shares	36SH	$1.8K
21	SJS Investment Consulting Inc.	Shares	26SH	$1.3K
22	Valued Wealth Advisors LLC	Shares	16SH	$802
23	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$750
24	State of Alaska, Department of Revenue	Shares	11.6KSH	$582
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	9.6KSH	$482
26	AMALGAMATED BANK	Shares	7.8KSH	$389
27	JFS WEALTH ADVISORS, LLC	Shares	6SH	$301
28	FINANCIAL CONSULATE, INC	Shares	5SH	$250
29	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$150
30	Davis Capital Management	Shares	2SH	$100
31	SBI Securities Co., Ltd.	Shares	1SH	$50
32	Capital Advisors, Ltd. LLC	Shares	318SH	$16

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

32 / 32 loaded

#		Instrument
1	Elser Financial Planning, Inc trimmed	Shares	-174.5K	+$161.8M	$1.34B
2	Valeo Financial Advisors, LLC trimmed	Shares	-8.1K	+$1.3M	$11.3M
3	SAPIENT CAPITAL LLC unchanged	Shares	0	+$427.5K	$3.0M
4	Formidable Asset Management, LLC trimmed	Shares	-1.2K	+$252.9K	$1.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.5K	+$216.7K	$216.7K
6	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$168.5K	$1.2M
7	Louisiana State Employees Retirement System trimmed	Shares	-100	+$87.2K	$645.0K
8	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-56	+$52.8K	$389.6K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$50.9K	$358.9K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-292	+$36.9K	$348.6K
11	GAMMA Investing LLC added	Shares	+82	+$6.9K	$23.6K
12	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$4.9K	$34.9K
13	Versant Capital Management, Inc unchanged	Shares	0	+$4.2K	$29.7K
14	Farther Finance Advisors, LLC added	Shares	+6	+$1.4K	$10.0K
15	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.3K	$9.0K
16	SJS Investment Consulting Inc. added	Shares	+23	+$1.2K	$1.3K
17	Valued Wealth Advisors LLC new	Shares	+16	+$802	$802
18	IFP Advisors, Inc unchanged	Shares	0	+$596	$4.2K
19	SIGNATUREFD, LLC unchanged	Shares	0	+$390	$2.8K
20	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$301	$301
21	Torren Management, LLC unchanged	Shares	0	+$269	$1.9K
22	FINANCIAL CONSULATE, INC new	Shares	+5	+$250	$250
23	True Wealth Design, LLC trimmed	Shares	-3	+$126	$1.8K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$106	$750
25	Davis Capital Management new	Shares	+2	+$100	$100
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+503	+$90	$482
27	AMALGAMATED BANK trimmed	Shares	-562	+$31	$389
28	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$21	$150
29	SBI Securities Co., Ltd. unchanged	Shares	0	+$7	$50
30	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$2	$16
31	State of Alaska, Department of Revenue trimmed	Shares	-4.8K	-$123	$582
32	EverSource Wealth Advisors, LLC trimmed	Shares	-391	-$15.2K	$10.9K