Filing Research | SBCF - SEACOAST BKG CORP FLA Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	799.8KSH	$26.6M
2	BLUEDOOR PRIVATE WEALTH, LLC	Shares	223.4KSH	$7.4M
3	SALZHAUER MICHAEL	Shares	191.9KSH	$6.4M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	144.3KSH	$4.8M
5	Louisiana State Employees Retirement System	Shares	42.2KSH	$1.4M
6	MOODY NATIONAL BANK TRUST DIVISION	Shares	41.1KSH	$1.4M
7	Police & Firemen's Retirement System of New Jersey	Shares	29.1KSH	$967.5K
8	Global Financial Private Client, LLC	Shares	28.3KSH	$940.2K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.8KSH	$859.3K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	22.8KSH	$758.6K
11	BALDWIN WEALTH PARTNERS LLC/MA	Shares	16.0KSH	$532.2K
12	Sound Income Strategies, LLC	Shares	15.9KSH	$527.2K
13	One Wealth Management Investment & Advisory Services, LLC	Shares	14.7KSH	$487.3K
14	First National Advisers, LLC	Shares	13.4KSH	$445.4K
15	Omnia Family Wealth, LLC	Shares	11.2KSH	$373.2K
16	ZWJ INVESTMENT COUNSEL INC	Shares	11.0KSH	$365.6K
17	Comprehensive Financial Consultants Institutional, Inc.	Shares	9.9KSH	$328.2K
18	First National Bank of Mount Dora, Trust Investment Services	Shares	9.7KSH	$321.0K
19	Yorktown Management & Research Co Inc	Shares	9.3KSH	$307.6K
20	Trust Point Inc.	Shares	8.3KSH	$276.5K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.2KSH	$238.1K
22	Xcel Wealth Management, LLC	Shares	7.0KSH	$232.8K
23	Keyes, Stange & Wooten Wealth Management, LLC	Shares	6.6KSH	$220.4K
24	TOTH FINANCIAL ADVISORY CORP	Shares	6.6KSH	$219.1K
25	Allied Private Wealth LLC	Shares	3.7KSH	$117.8K
26	GAMMA Investing LLC	Shares	2.9KSH	$97.9K
27	GODSEY & GIBB, INC	Shares	2.0KSH	$66.0K
28	Versant Capital Management, Inc	Shares	1.8KSH	$58.9K
29	IFP Advisors, Inc	Shares	1.4KSH	$45.1K
30	TFC Financial Management, Inc.	Shares	1.1KSH	$38.0K
31	Farther Finance Advisors, LLC	Shares	709SH	$23.6K
32	Three Bearings Fiduciary Advisors, Inc.	Shares	681SH	$22.6K
33	EverSource Wealth Advisors, LLC	Shares	465SH	$15.5K
34	MassMutual Private Wealth & Trust, FSB	Shares	347SH	$11.5K
35	True Wealth Design, LLC	Shares	266SH	$8.8K
36	Atlantic Edge Private Wealth Management, LLC	Shares	210SH	$7.0K
37	SJS Investment Consulting Inc.	Shares	130SH	$4.3K
38	Fortitude Family Office, LLC	Shares	129SH	$4.3K
39	AM INVESTMENT STRATEGIES LLC	Shares	76.5KSH	$2.5K
40	Noble Wealth Management PBC	Shares	70SH	$2.3K
41	High Note Wealth, LLC	Shares	69SH	$2.3K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	52SH	$1.7K
43	JFS WEALTH ADVISORS, LLC	Shares	49SH	$1.6K
44	Handelsbanken Fonder AB	Shares	37.4KSH	$1.2K
45	State of Alaska, Department of Revenue	Shares	35.2KSH	$1.2K
46	Bogart Wealth, LLC	Shares	35SH	$1.2K
47	Creative Capital Management Investments LLC	Shares	27SH	$898
48	AMALGAMATED BANK	Shares	25.9KSH	$862
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	20.0KSH	$666
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	17SH	$566

Scroll to load more

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

50 / 56 loaded

#		Instrument
1	Tributary Capital Management, LLC trimmed	Shares	-13.6K	+$2.0M	$26.6M
2	BLUEDOOR PRIVATE WEALTH, LLC unchanged	Shares	0	+$661.4K	$7.4M
3	SALZHAUER MICHAEL trimmed	Shares	-3.0K	+$477.1K	$6.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.2K	+$238.1K	$238.1K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+4.2K	+$214.2K	$967.5K
6	ZWJ INVESTMENT COUNSEL INC added	Shares	+3.6K	+$140.6K	$365.6K
7	First National Advisers, LLC added	Shares	+2.9K	+$126.3K	$445.4K
8	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$121.5K	$1.4M
9	Louisiana State Employees Retirement System trimmed	Shares	-800	+$100.7K	$1.4M
10	Global Financial Private Client, LLC added	Shares	+24	+$84.4K	$940.2K
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+23	+$77.2K	$859.3K
12	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$47.4K	$532.2K
13	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-12.6K	+$46.0K	$4.8M
14	One Wealth Management Investment & Advisory Services, LLC unchanged	Shares	0	+$43.4K	$487.3K
15	Sound Income Strategies, LLC added	Shares	+2	+$42.4K	$527.2K
16	Versant Capital Management, Inc added	Shares	+1.2K	+$41.3K	$58.9K
17	Omnia Family Wealth, LLC unchanged	Shares	0	+$33.2K	$373.2K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$33.2K	$758.6K
19	Comprehensive Financial Consultants Institutional, Inc. unchanged	Shares	0	+$29.2K	$328.2K
20	First National Bank of Mount Dora, Trust Investment Services unchanged	Shares	0	+$28.6K	$321.0K
21	Yorktown Management & Research Co Inc unchanged	Shares	0	+$27.4K	$307.6K
22	Xcel Wealth Management, LLC unchanged	Shares	0	+$20.7K	$232.8K
23	Keyes, Stange & Wooten Wealth Management, LLC unchanged	Shares	0	+$19.6K	$220.4K
24	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$19.5K	$219.1K
25	GAMMA Investing LLC added	Shares	+104	+$11.9K	$97.9K
26	GODSEY & GIBB, INC unchanged	Shares	0	+$5.9K	$66.0K
27	SJS Investment Consulting Inc. added	Shares	+128	+$4.3K	$4.3K
28	IFP Advisors, Inc unchanged	Shares	0	+$4.0K	$45.1K
29	TFC Financial Management, Inc. unchanged	Shares	0	+$3.4K	$38.0K
30	Fortitude Family Office, LLC added	Shares	+82	+$2.9K	$4.3K
31	Noble Wealth Management PBC new	Shares	+70	+$2.3K	$2.3K
32	Three Bearings Fiduciary Advisors, Inc. added	Shares	+4	+$2.1K	$22.6K
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.0K	$11.5K
34	Creative Capital Management Investments LLC new	Shares	+27	+$898	$898
35	JFS WEALTH ADVISORS, LLC added	Shares	+24	+$872	$1.6K
36	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$622	$7.0K
37	AM INVESTMENT STRATEGIES LLC added	Shares	+157	+$231	$2.5K
38	High Note Wealth, LLC unchanged	Shares	0	+$204	$2.3K
39	Davis Capital Management new	Shares	+5	+$166	$166
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.1K	+$155	$666
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$154	$1.7K
42	Bogart Wealth, LLC unchanged	Shares	0	+$104	$1.2K
43	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$51	$566
44	Handelsbanken Fonder AB trimmed	Shares	-2.6K	+$32	$1.2K
45	AMALGAMATED BANK trimmed	Shares	-1.7K	+$27	$862
46	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$23	$266
47	Vermillion Wealth Management, Inc. exited	Shares	-5	-$151	$0
48	State of Alaska, Department of Revenue trimmed	Shares	-16.1K	-$384	$1.2K
49	True Wealth Design, LLC trimmed	Shares	-47	-$636	$8.8K
50	SIGNATUREFD, LLC trimmed	Shares	-118	-$3.6K	$200

Scroll to load more