Filing Research | ONB - OLD NATL BANCORP Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	2.1MSH	$55.0M
2	OLD NATIONAL BANCORP /IN/	Shares	1.5MSH	$39.3M
3	Accredited Investors Inc.	Shares	366.5KSH	$9.5M
4	MOODY ALDRICH PARTNERS LLC	Shares	330.2KSH	$8.6M
5	EASTERLY INVESTMENT PARTNERS LLC	Shares	229.1KSH	$5.9M
6	Police & Firemen's Retirement System of New Jersey	Shares	103.1KSH	$2.7M
7	Louisiana State Employees Retirement System	Shares	100.6KSH	$2.6M
8	TFC Financial Management, Inc.	Shares	95.4KSH	$2.5M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	94.9KSH	$2.5M
10	HENNESSY ADVISORS INC	Shares	88.0KSH	$2.3M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	82.3KSH	$2.1M
12	Indiana Trust & Investment Management Co	Shares	72.3KSH	$1.9M
13	Pettinga Financial Advisors LLC	Shares	66.3KSH	$1.7M
14	EQUITABLE TRUST CO	Shares	56.6KSH	$1.5M
15	QRG CAPITAL MANAGEMENT, INC.	Shares	52.1KSH	$1.4M
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	35.6KSH	$922.8K
17	TrustBank	Shares	28.3KSH	$732.0K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.4KSH	$718.8K
19	Valeo Financial Advisors, LLC	Shares	26.7KSH	$692.0K
20	SECURIAN ASSET MANAGEMENT, INC	Shares	25.4KSH	$678.1K
21	GATEWAY INVESTMENT ADVISERS LLC	Shares	25.8KSH	$668.4K
22	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	Shares	24.5KSH	$634.3K
23	Sequoia Financial Advisors, LLC	Shares	20.4KSH	$527.3K
24	Lantz Financial LLC	Shares	20.3KSH	$525.6K
25	Crossmark Global Holdings, Inc.	Shares	19.0KSH	$493.3K
26	Strategic Investment Solutions, Inc. /IL	Shares	18.7KSH	$485.1K
27	Dickmeyer Boyce Financial Management, Inc.	Shares	15.9KSH	$411.5K
28	Merit Financial Group, LLC	Shares	15.5KSH	$401.1K
29	Goelzer Investment Management, Inc.	Shares	15.5KSH	$400.8K
30	Dynamic Advisor Solutions LLC	Shares	15.0KSH	$388.8K
31	Yorktown Management & Research Co Inc	Shares	14.2KSH	$366.5K
32	BARLOW WEALTH PARTNERS, LLC	Shares	12.3KSH	$316.7K
33	Revolve Wealth Partners, LLC	Shares	11.6KSH	$299.4K
34	Fifth Third Wealth Advisors LLC	Shares	11.5KSH	$298.5K
35	GAMMA Investing LLC	Shares	11.1KSH	$286.5K
36	SAPIENT CAPITAL LLC	Shares	9.8KSH	$252.6K
37	Blue Trust, Inc.	Shares	9.1KSH	$235.5K
38	Legacy Wealth Asset Management, LLC	Shares	8.5KSH	$221.0K
39	GREENLEAF TRUST	Shares	8.3KSH	$215.2K
40	Mesirow Financial Investment Management, Inc.	Shares	8.3KSH	$214.3K
41	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	8.1KSH	$209.3K
42	Trust Point Inc.	Shares	8.1KSH	$209.0K
43	Forum Financial Management, LP	Shares	8.0KSH	$207.9K
44	Independence Bank of Kentucky	Shares	7.1KSH	$183.8K
45	BFSG, LLC	Shares	5.0KSH	$128.9K
46	SIGNATUREFD, LLC	Shares	4.5KSH	$115.8K
47	Versant Capital Management, Inc	Shares	4.4KSH	$112.7K
48	FIRST HORIZON CORP	Shares	4.0KSH	$104.1K
49	AdvisorNet Financial, Inc	Shares	3.9KSH	$100.3K
50	LRI Investments, LLC	Shares	2.5KSH	$64.3K

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

50 / 94 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+620.8K	+$21.8M	$55.0M
2	Accredited Investors Inc. unchanged	Shares	0	+$1.4M	$9.5M
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+19.4K	+$564.9K	$922.8K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+6.8K	+$541.9K	$2.7M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+14.0K	+$507.1K	$1.4M
6	Louisiana State Employees Retirement System unchanged	Shares	0	+$382.3K	$2.6M
7	Revolve Wealth Partners, LLC new	Shares	+11.6K	+$299.4K	$299.4K
8	HENNESSY ADVISORS INC trimmed	Shares	-2.0K	+$290.2K	$2.3M
9	Indiana Trust & Investment Management Co unchanged	Shares	0	+$274.7K	$1.9M
10	TFC Financial Management, Inc. trimmed	Shares	-6.0K	+$229.9K	$2.5M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.1K	+$223.9K	$718.8K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-6.6K	+$215.4K	$2.5M
13	GREENLEAF TRUST new	Shares	+8.3K	+$215.2K	$215.2K
14	Mesirow Financial Investment Management, Inc. new	Shares	+8.3K	+$214.3K	$214.3K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-4.6K	+$211.9K	$2.1M
16	Trust Point Inc. new	Shares	+8.1K	+$209.0K	$209.0K
17	Forum Financial Management, LP new	Shares	+8.0K	+$207.9K	$207.9K
18	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.8K	+$159.0K	$668.4K
19	Valeo Financial Advisors, LLC added	Shares	+2.5K	+$157.3K	$692.0K
20	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-203	+$113.2K	$678.1K
21	TrustBank unchanged	Shares	0	+$107.4K	$732.0K
22	EQUITABLE TRUST CO trimmed	Shares	-5.0K	+$104.4K	$1.5M
23	ABLES, IANNONE, MOORE & ASSOCIATES, INC. unchanged	Shares	0	+$93.1K	$634.3K
24	Merit Financial Group, LLC added	Shares	+1.5K	+$91.6K	$401.1K
25	Lantz Financial LLC trimmed	Shares	-1	+$77.1K	$525.6K
26	Fifth Third Wealth Advisors LLC added	Shares	+1.4K	+$74.6K	$298.5K
27	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$72.4K	$493.3K
28	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$71.2K	$485.1K
29	GAMMA Investing LLC added	Shares	+1.1K	+$67.2K	$286.5K
30	Goelzer Investment Management, Inc. unchanged	Shares	0	+$58.8K	$400.8K
31	Dynamic Advisor Solutions LLC added	Shares	+75	+$58.7K	$388.8K
32	Yorktown Management & Research Co Inc unchanged	Shares	0	+$53.8K	$366.5K
33	Sequoia Financial Advisors, LLC trimmed	Shares	-1.7K	+$40.3K	$527.3K
34	SAPIENT CAPITAL LLC unchanged	Shares	0	+$37.1K	$252.6K
35	SIGNATUREFD, LLC added	Shares	+778	+$34.2K	$115.8K
36	Independence Bank of Kentucky unchanged	Shares	0	+$27.0K	$183.8K
37	Dickmeyer Boyce Financial Management, Inc. trimmed	Shares	-1.7K	+$23.1K	$411.5K
38	BARLOW WEALTH PARTNERS, LLC unchanged	Shares	0	+$21.8K	$316.7K
39	FIRST HORIZON CORP added	Shares	+198	+$19.6K	$104.1K
40	Versant Capital Management, Inc added	Shares	+108	+$18.9K	$112.7K
41	BFSG, LLC unchanged	Shares	0	+$18.9K	$128.9K
42	EASTERLY INVESTMENT PARTNERS LLC trimmed	Shares	-42.1K	+$17.0K	$5.9M
43	AdvisorNet Financial, Inc unchanged	Shares	0	+$14.7K	$100.3K
44	Farther Finance Advisors, LLC added	Shares	+293	+$14.5K	$58.0K
45	JFS WEALTH ADVISORS, LLC added	Shares	+65	+$7.8K	$43.5K
46	LRI Investments, LLC trimmed	Shares	-100	+$7.2K	$64.3K
47	Bogart Wealth, LLC added	Shares	+164	+$6.7K	$20.9K
48	IFP Advisors, Inc unchanged	Shares	0	+$6.6K	$44.8K
49	HHM Wealth Advisors, LLC unchanged	Shares	0	+$6.3K	$42.8K
50	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$3.7K	$25.1K

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