Filing Research | SRCE - 1ST SOURCE CORP Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	386.7KSH	$31.6M
2	ISTHMUS PARTNERS, LLC	Shares	56.5KSH	$4.6M
3	Indiana Trust & Investment Management Co	Shares	28.2KSH	$2.3M
4	Linden Thomas Advisory Services, LLC	Shares	25.3KSH	$2.1M
5	Mirae Asset Global Investments Co., Ltd.	Shares	15.1KSH	$1.2M
6	Ellsworth Advisors, LLC	Shares	11.7KSH	$959.5K
7	Y-Intercept (Hong Kong) Ltd	Shares	7.4KSH	$601.8K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.9KSH	$483.9K
9	Sequoia Financial Advisors, LLC	Shares	5.4KSH	$444.1K
10	Police & Firemen's Retirement System of New Jersey	Shares	5.2KSH	$426.7K
11	Hennion & Walsh Asset Management, Inc.	Shares	4.6KSH	$373.6K
12	KFG WEALTH MANAGEMENT, LLC	Shares	4.0KSH	$327.1K
13	AMI INVESTMENT MANAGEMENT INC	Shares	3.4KSH	$280.6K
14	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2.5KSH	$208.0K
15	Financial Life Planners	Shares	1.8KSH	$146.1K
16	EverSource Wealth Advisors, LLC	Shares	465SH	$37.9K
17	GAMMA Investing LLC	Shares	331SH	$27.0K
18	Versant Capital Management, Inc	Shares	219SH	$17.9K
19	SBI Securities Co., Ltd.	Shares	156SH	$12.7K
20	Farther Finance Advisors, LLC	Shares	133SH	$10.9K
21	SIGNATUREFD, LLC	Shares	120SH	$9.8K
22	SJS Investment Consulting Inc.	Shares	97SH	$7.9K
23	IFP Advisors, Inc	Shares	52SH	$4.2K
24	Ares Financial Consulting, LLC	Shares	32SH	$2.6K
25	True Wealth Design, LLC	Shares	24SH	$2.0K
26	Physician Wealth Advisors, Inc.	Shares	17SH	$1.4K
27	MassMutual Private Wealth & Trust, FSB	Shares	11SH	$897
28	Handelsbanken Fonder AB	Shares	4.0KSH	$322
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.7KSH	$137
30	CX Institutional	Shares	1.0KSH	$84
31	Hughes Financial Services, LLC	Shares	1SH	$82
32	State of Alaska, Department of Revenue	Shares	982SH	$80

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

32 / 32 loaded

#		Instrument
1	Boston Trust Walden Corp added	Shares	+62.7K	+$9.1M	$31.6M
2	ISTHMUS PARTNERS, LLC added	Shares	+530	+$735.1K	$4.6M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+7.4K	+$601.8K	$601.8K
4	Indiana Trust & Investment Management Co added	Shares	+2.0K	+$490.2K	$2.3M
5	Sequoia Financial Advisors, LLC new	Shares	+5.4K	+$444.1K	$444.1K
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.3K	+$345.2K	$1.2M
7	Ellsworth Advisors, LLC added	Shares	+529	+$188.6K	$959.5K
8	Linden Thomas Advisory Services, LLC trimmed	Shares	-2.2K	+$158.1K	$2.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.0K	+$138.1K	$483.9K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+571	+$104.2K	$426.7K
11	KFG WEALTH MANAGEMENT, LLC added	Shares	+16	+$50.7K	$327.1K
12	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-136	+$47.2K	$373.6K
13	AMI INVESTMENT MANAGEMENT INC unchanged	Shares	0	+$42.6K	$280.6K
14	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$21.7K	$208.0K
15	SJS Investment Consulting Inc. added	Shares	+96	+$7.8K	$7.9K
16	SBI Securities Co., Ltd. added	Shares	+55	+$5.7K	$12.7K
17	GAMMA Investing LLC added	Shares	+12	+$4.9K	$27.0K
18	Farther Finance Advisors, LLC added	Shares	+19	+$2.9K	$10.9K
19	Versant Capital Management, Inc unchanged	Shares	0	+$2.7K	$17.9K
20	IFP Advisors, Inc added	Shares	+16	+$1.8K	$4.2K
21	SIGNATUREFD, LLC unchanged	Shares	0	+$1.5K	$9.8K
22	Physician Wealth Advisors, Inc. added	Shares	+8	+$764	$1.4K
23	Ares Financial Consulting, LLC unchanged	Shares	0	+$362	$2.6K
24	True Wealth Design, LLC unchanged	Shares	0	+$296	$2.0K
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$136	$897
26	Hughes Financial Services, LLC new	Shares	+1	+$82	$82
27	Handelsbanken Fonder AB unchanged	Shares	0	+$49	$322
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$21	$137
29	CX Institutional added	Shares	+7	+$13	$84
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$80
31	EverSource Wealth Advisors, LLC trimmed	Shares	-130	-$3.2K	$37.9K
32	Financial Life Planners trimmed	Shares	-1.1K	-$51.4K	$146.1K