Filing Research | OSBC - OLD SECOND BANCORP INC DEL Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	River Street Advisors LLC	Shares	779.0KSH	$18.2M
2	CONGRESS ASSET MANAGEMENT CO	Shares	338.6KSH	$7.9M
3	Forum Financial Management, LP	Shares	205.7KSH	$4.8M
4	JCSD Capital, LLC	Shares	74.1KSH	$1.7M
5	Sara-Bay Financial	Shares	61.0KSH	$1.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.5KSH	$1.0M
7	4WEALTH ADVISORS, INC.	Shares	18.3KSH	$424.7K
8	Centennial Wealth Advisory LLC	Shares	17.6KSH	$409.4K
9	Y-Intercept (Hong Kong) Ltd	Shares	16.7KSH	$390.1K
10	Police & Firemen's Retirement System of New Jersey	Shares	14.2KSH	$331.9K
11	J.W. COLE ADVISORS, INC.	Shares	10.5KSH	$245.1K
12	VERITY Wealth Advisors	Shares	8.8KSH	$205.6K
13	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	6.3KSH	$147.4K
14	Versant Capital Management, Inc	Shares	2.8KSH	$64.2K
15	EverSource Wealth Advisors, LLC	Shares	937SH	$21.9K
16	IFP Advisors, Inc	Shares	797SH	$18.6K
17	GAMMA Investing LLC	Shares	650SH	$15.2K
18	Farther Finance Advisors, LLC	Shares	232SH	$5.4K
19	SIGNATUREFD, LLC	Shares	215SH	$5.0K
20	Fortitude Family Office, LLC	Shares	155SH	$3.6K
21	True Wealth Design, LLC	Shares	64SH	$1.5K
22	Torren Management, LLC	Shares	44SH	$1.0K
23	FIRST HORIZON CORP	Shares	43SH	$1.0K
24	Hunter Perkins Capital Management, LLC	Shares	34.9KSH	$814
25	Physician Wealth Advisors, Inc.	Shares	15SH	$350
26	SENTINEL TRUST CO LBA	Shares	14.1KSH	$328
27	TSFG, LLC	Shares	7.1KSH	$166
28	SJS Investment Consulting Inc.	Shares	5SH	$117
29	State of Alaska, Department of Revenue	Shares	1.8KSH	$41
30	GHP Investment Advisors, Inc.	Shares	1SH	$24

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

33 / 33 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+338.6K	+$7.9M	$7.9M
2	River Street Advisors LLC added	Shares	+32.3K	+$3.1M	$18.2M
3	Forum Financial Management, LP added	Shares	+12	+$650.2K	$4.8M
4	J.W. COLE ADVISORS, INC. new	Shares	+10.5K	+$245.1K	$245.1K
5	JCSD Capital, LLC unchanged	Shares	0	+$234.2K	$1.7M
6	VERITY Wealth Advisors new	Shares	+8.8K	+$205.6K	$205.6K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$155.2K	$1.0M
8	Centennial Wealth Advisory LLC added	Shares	+49	+$56.5K	$409.4K
9	4WEALTH ADVISORS, INC. trimmed	Shares	-350	+$54.5K	$424.7K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$45.0K	$331.9K
11	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+21	+$17.8K	$147.4K
12	Versant Capital Management, Inc unchanged	Shares	0	+$8.7K	$64.2K
13	Fortitude Family Office, LLC new	Shares	+155	+$3.6K	$3.6K
14	IFP Advisors, Inc added	Shares	+14	+$2.8K	$18.6K
15	GAMMA Investing LLC added	Shares	+11	+$2.3K	$15.2K
16	SIGNATUREFD, LLC unchanged	Shares	0	+$680	$5.0K
17	Physician Wealth Advisors, Inc. new	Shares	+15	+$350	$350
18	Torren Management, LLC unchanged	Shares	0	+$140	$1.0K
19	FIRST HORIZON CORP unchanged	Shares	0	+$136	$1.0K
20	SJS Investment Consulting Inc. new	Shares	+5	+$117	$117
21	SENTINEL TRUST CO LBA unchanged	Shares	0	+$45	$328
22	TSFG, LLC unchanged	Shares	0	+$22	$166
23	Farther Finance Advisors, LLC trimmed	Shares	-32	+$13	$5.4K
24	State of Alaska, Department of Revenue unchanged	Shares	0	+$6	$41
25	GHP Investment Advisors, Inc. unchanged	Shares	0	+$3	$24
26	Hunter Perkins Capital Management, LLC trimmed	Shares	-11.3K	-$117	$814
27	True Wealth Design, LLC trimmed	Shares	-28	-$362	$1.5K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-625	-$9.6K	$21.9K
29	EASTERN BANK exited	Shares	-758	-$15.3K	$0
30	Abacus Wealth Partners, LLC exited	Shares	-11.6K	-$233.7K	$0
31	Assenagon Asset Management S.A. exited	Shares	-17.9K	-$360.1K	$0
32	Sara-Bay Financial trimmed	Shares	-33.1K	-$473.8K	$1.4M
33	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-35.8K	-$669.8K	$390.1K