4 institutions reported holding $6.2M of EDGEWOOD GROWTH FUND INSTL CLASS (EGFIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fulton Bank, N.A. ($6.0M), NEVILLE RODIE & SHAW INC ($266,000), OAKWORTH CAPITAL, INC. ($13,955), KELLEHER FINANCIAL ADVISORS ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $6.0M | 218,353 | Trimmed |
| 2 | NEVILLE RODIE & SHAW INC | $266,000 | 9,722 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $13,955 | 510 | Hold |
| 4 | KELLEHER FINANCIAL ADVISORS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31