IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q3 2026

Sort by

Fulton Bank, N.A.8,895

0.0% of portfolio$1.1M

First Merchants Corp3,301

0.0% of portfolio$392.0K

Williams Jones Wealth Management, Llc.2,005

0.0% of portfolio$238.1K

Coston, McIsaac & Partners1,921

0.0% of portfolio$228.2K

Grey Fox Wealth Advisors, LLC1,798

0.0% of portfolio$213.5K

Oakworth Capital, Inc.929

0.0% of portfolio$110.3K

				Style	Turnover	Location	Filed
Fulton Bank, N.A.	8,895	$1.1M	0.0%	Core	Low	Lancaster, PA	2026-10-14
First Merchants Corp	3,301	$392.0K	0.0%	Growth	Low	Muncie, IN	2026-10-15
Williams Jones Wealth Management, Llc.	2,005	$238.1K	0.0%	Growth	Low	New York, NY	2026-11-05
Coston, McIsaac & Partners	1,921	$228.2K	0.0%	Value	Low	Bar Harbor, ME	2026-11-06
Grey Fox Wealth Advisors, LLC	1,798	$213.5K	0.0%	ETF	Low	Rockland, DE	2026-11-03
Oakworth Capital, Inc.	929	$110.3K	0.0%	ETF	Low	Birmingham, AL	2026-10-26