Filing Research | OZK - BANK OZK LITTLE ROCK ARK Institutional Holdings

Snapshot holdings

50 / 101 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	4.7MSH	$244.6M
2	Fideuram Asset Management (Ireland) dac	Shares	240.8KSH	$11.6M
3	CONGRESS ASSET MANAGEMENT CO	Shares	174.7KSH	$9.1M
4	Vest Financial, LLC	Shares	151.1KSH	$7.9M
5	Mirae Asset Global Investments Co., Ltd.	Shares	85.8KSH	$4.5M
6	Horrell Capital Management, Inc.	Shares	80.9KSH	$4.2M
7	MOODY ALDRICH PARTNERS LLC	Shares	69.6KSH	$3.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	79.7KSH	$3.6M
9	Cardinal Capital Management	Shares	51.3KSH	$2.7M
10	Y-Intercept (Hong Kong) Ltd	Shares	47.6KSH	$2.5M
11	Police & Firemen's Retirement System of New Jersey	Shares	45.0KSH	$2.3M
12	Sowell Financial Services LLC	Shares	41.8KSH	$2.2M
13	Oak Thistle LLC	Shares	38.6KSH	$2.0M
14	TECTONIC ADVISORS LLC	Shares	37.4KSH	$1.9M
15	Belleair Asset Management, LLC	Shares	35.8KSH	$1.9M
16	TMB Capital Partners, LLC	Shares	32.7KSH	$1.7M
17	GREENWOOD GEARHART LLC	Shares	31.4KSH	$1.6M
18	Louisiana State Employees Retirement System	Shares	30.0KSH	$1.6M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	28.3KSH	$1.5M
20	WINCAP FINANCIAL LLC	Shares	25.8KSH	$1.3M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	24.6KSH	$1.3M
22	COOKSON PEIRCE & CO INC	Shares	23.1KSH	$1.2M
23	Sivia Capital Partners, LLC	Shares	21.6KSH	$1.1M
24	Merit Financial Group, LLC	Shares	19.9KSH	$1.0M
25	BTC Capital Management, Inc.	Shares	19.7KSH	$1.0M
26	NAPLES GLOBAL ADVISORS, LLC	Shares	17.9KSH	$934.4K
27	Unison Advisors LLC	Shares	15.5KSH	$808.8K
28	Hennion & Walsh Asset Management, Inc.	Shares	13.6KSH	$709.2K
29	BURNEY CO/	Shares	13.5KSH	$701.6K
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	12.7KSH	$660.3K
31	BENJAMIN EDWARDS INC	Shares	11.8KSH	$613.4K
32	Allen Mooney & Barnes Investment Advisors LLC	Shares	10.9KSH	$568.8K
33	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	10.5KSH	$548.1K
34	Cornerstone Wealth Management, LLC	Shares	10.5KSH	$545.7K
35	NorthCrest Asset Manangement, LLC	Shares	8.8KSH	$441.2K
36	ARKANSAS FINANCIAL GROUP, INC.	Shares	8.4KSH	$438.1K
37	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	7.8KSH	$405.0K
38	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.6KSH	$395.9K
39	SECURIAN ASSET MANAGEMENT, INC	Shares	7.5KSH	$391.3K
40	Versant Capital Management, Inc	Shares	7.3KSH	$379.1K
41	Farther Finance Advisors, LLC	Shares	7.0KSH	$363.7K
42	Abel Hall, LLC	Shares	6.3KSH	$330.8K
43	D.A. DAVIDSON & CO.	Shares	6.2KSH	$323.2K
44	Crossmark Global Holdings, Inc.	Shares	6.2KSH	$321.9K
45	GAMMA Investing LLC	Shares	6.2KSH	$320.4K
46	Curated Wealth Partners LLC	Shares	1.7KSH	$271.2K
47	Mendel Capital Management LLC	Shares	5.2KSH	$270.1K
48	Wedmont Private Capital	Shares	5.0KSH	$253.2K
49	HHM Wealth Advisors, LLC	Shares	4.5KSH	$235.4K
50	Optas, LLC	Shares	4.3KSH	$225.6K

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

50 / 109 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+240.8K	+$11.6M	$11.6M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+66.1K	+$4.1M	$9.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+51.4K	+$2.3M	$3.6M
4	Oak Thistle LLC new	Shares	+38.6K	+$2.0M	$2.0M
5	Vest Financial, LLC added	Shares	+4.7K	+$1.2M	$7.9M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+13.1K	+$1.1M	$4.5M
7	Sivia Capital Partners, LLC new	Shares	+21.6K	+$1.1M	$1.1M
8	Merit Financial Group, LLC added	Shares	+9.2K	+$547.2K	$1.0M
9	NorthCrest Asset Manangement, LLC new	Shares	+8.8K	+$441.2K	$441.2K
10	Sowell Financial Services LLC added	Shares	+2.1K	+$355.2K	$2.2M
11	Cardinal Capital Management added	Shares	+348	+$334.1K	$2.7M
12	GREENWOOD GEARHART LLC added	Shares	+1.8K	+$276.8K	$1.6M
13	Curated Wealth Partners LLC new	Shares	+1.7K	+$271.2K	$271.2K
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.9K	+$259.0K	$660.3K
15	WINCAP FINANCIAL LLC added	Shares	+2.1K	+$254.7K	$1.3M
16	Optas, LLC new	Shares	+4.3K	+$225.6K	$225.6K
17	Belleair Asset Management, LLC unchanged	Shares	0	+$222.0K	$1.9M
18	Sequoia Financial Advisors, LLC new	Shares	+4.2K	+$220.5K	$220.5K
19	NAPLES GLOBAL ADVISORS, LLC added	Shares	+2.2K	+$211.0K	$934.4K
20	TMB Capital Partners, LLC added	Shares	+1	+$202.5K	$1.7M
21	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+3.9K	+$201.9K	$201.9K
22	COOKSON PEIRCE & CO INC added	Shares	+1.2K	+$196.6K	$1.2M
23	Louisiana State Employees Retirement System trimmed	Shares	-100	+$181.4K	$1.6M
24	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-2.2K	+$177.7K	$2.3M
25	BTC Capital Management, Inc. added	Shares	+195	+$143.3K	$1.0M
26	Farther Finance Advisors, LLC added	Shares	+2.0K	+$135.8K	$363.7K
27	Unison Advisors LLC added	Shares	+145	+$102.9K	$808.8K
28	Horrell Capital Management, Inc. trimmed	Shares	-8.7K	+$100.7K	$4.2M
29	BURNEY CO/ added	Shares	+75	+$87.0K	$701.6K
30	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$86.6K	$1.3M
31	Hennion & Walsh Asset Management, Inc. added	Shares	+15	+$85.1K	$709.2K
32	BENJAMIN EDWARDS INC added	Shares	+202	+$82.3K	$613.4K
33	GAMMA Investing LLC added	Shares	+895	+$79.2K	$320.4K
34	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.2K	+$76.3K	$1.5M
35	Allen Mooney & Barnes Investment Advisors LLC unchanged	Shares	0	+$67.7K	$568.8K
36	JAMISON PRIVATE WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$65.2K	$548.1K
37	SJS Investment Consulting Inc. added	Shares	+1.2K	+$64.8K	$86.8K
38	Cornerstone Wealth Management, LLC trimmed	Shares	-159	+$57.7K	$545.7K
39	Abel Hall, LLC added	Shares	+312	+$53.7K	$330.8K
40	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+72	+$51.5K	$405.0K
41	Wedmont Private Capital added	Shares	+607	+$44.7K	$253.2K
42	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-71	+$42.8K	$391.3K
43	Versant Capital Management, Inc trimmed	Shares	-90	+$41.0K	$379.1K
44	ARKANSAS FINANCIAL GROUP, INC. unchanged	Shares	0	+$38.7K	$438.1K
45	True Wealth Design, LLC added	Shares	+708	+$37.9K	$45.3K
46	IFP Advisors, Inc added	Shares	+693	+$36.4K	$38.9K
47	Crossmark Global Holdings, Inc. trimmed	Shares	-60	+$35.6K	$321.9K
48	Mendel Capital Management LLC added	Shares	+2	+$32.2K	$270.1K
49	HHM Wealth Advisors, LLC unchanged	Shares	0	+$28.0K	$235.4K
50	Atlatl Advisers LLC new	Shares	+505	+$26.3K	$26.3K

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