Filing Research | OBK - ORIGIN BANCORP INC Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	346.6KSH	$17.7M
2	Summit Financial Wealth Advisors, LLC	Shares	13.7KSH	$700.5K
3	Diversified Trust Co	Shares	10.5KSH	$534.7K
4	BTC Capital Management, Inc.	Shares	9.7KSH	$497.3K
5	Police & Firemen's Retirement System of New Jersey	Shares	9.1KSH	$465.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.5KSH	$437.2K
7	Revolve Wealth Partners, LLC	Shares	4.3KSH	$218.9K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	809SH	$42.1K
9	SIGNATUREFD, LLC	Shares	672SH	$34.4K
10	Versant Capital Management, Inc	Shares	539SH	$27.6K
11	IFP Advisors, Inc	Shares	302SH	$15.4K
12	Farther Finance Advisors, LLC	Shares	240SH	$12.3K
13	EverSource Wealth Advisors, LLC	Shares	223SH	$11.4K
14	GAMMA Investing LLC	Shares	190SH	$9.7K
15	True Wealth Design, LLC	Shares	116SH	$5.9K
16	SJS Investment Consulting Inc.	Shares	78SH	$4.0K
17	Torren Management, LLC	Shares	59SH	$3.0K
18	Physician Wealth Advisors, Inc.	Shares	45SH	$2.3K
19	Trust Co	Shares	14SH	$719
20	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$307
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.8KSH	$141
22	State of Alaska, Department of Revenue	Shares	1.4KSH	$69
23	Hughes Financial Services, LLC	Shares	1SH	$51
24	Capital Advisors, Ltd. LLC	Shares	224SH	$11

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

25 / 25 loaded

#		Instrument
1	Tributary Capital Management, LLC trimmed	Shares	-10.3K	+$2.9M	$17.7M
2	BTC Capital Management, Inc. new	Shares	+9.7K	+$497.3K	$497.3K
3	Diversified Trust Co added	Shares	+2.9K	+$221.9K	$534.7K
4	Revolve Wealth Partners, LLC new	Shares	+4.3K	+$218.9K	$218.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.1K	+$169.0K	$437.2K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+872	+$124.3K	$465.5K
7	Summit Financial Wealth Advisors, LLC trimmed	Shares	-222	+$123.5K	$700.5K
8	SIGNATUREFD, LLC added	Shares	+173	+$13.7K	$34.4K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$8.3K	$42.1K
10	Versant Capital Management, Inc unchanged	Shares	0	+$5.2K	$27.6K
11	SJS Investment Consulting Inc. added	Shares	+59	+$3.2K	$4.0K
12	IFP Advisors, Inc trimmed	Shares	-9	+$2.6K	$15.4K
13	GAMMA Investing LLC unchanged	Shares	0	+$1.8K	$9.7K
14	Physician Wealth Advisors, Inc. added	Shares	+30	+$1.7K	$2.3K
15	Farther Finance Advisors, LLC trimmed	Shares	-20	+$1.4K	$12.3K
16	True Wealth Design, LLC trimmed	Shares	-11	+$668	$5.9K
17	Torren Management, LLC added	Shares	+1	+$580	$3.0K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$307	$307
19	Trust Co unchanged	Shares	0	+$136	$719
20	Hughes Financial Services, LLC new	Shares	+1	+$51	$51
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$27	$141
22	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$69
23	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$2	$11
24	EverSource Wealth Advisors, LLC trimmed	Shares	-325	-$11.3K	$11.4K
25	Bogart Wealth, LLC exited	Shares	-333	-$13.8K	$0