Filing Research | CLX - Clorox Co. Institutional Holdings

Snapshot holdings

50 / 288 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.2MSH	$119.1M
2	Vest Financial, LLC	Shares	487.5KSH	$46.5M
3	Birch Hill Investment Advisors LLC	Shares	324.9KSH	$31.0M
4	Sound Income Strategies, LLC	Shares	96.5KSH	$9.2M
5	Gilman Hill Asset Management, LLC	Shares	96.1KSH	$9.2M
6	Canvas Wealth Advisors, LLC	Shares	94.0KSH	$9.0M
7	Cyndeo Wealth Partners, LLC	Shares	86.8KSH	$8.3M
8	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	67.2KSH	$6.4M
9	Swedbank AB	Shares	66.0KSH	$6.3M
10	Live Oak Private Wealth LLC	Shares	65.6KSH	$6.3M
11	BENJAMIN EDWARDS INC	Shares	65.2KSH	$6.2M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	64.9KSH	$6.2M
13	Bell Bank	Shares	63.0KSH	$6.0M
14	Police & Firemen's Retirement System of New Jersey	Shares	54.6KSH	$5.2M
15	Mirae Asset Global Investments Co., Ltd.	Shares	53.6KSH	$5.1M
16	ADVOCATE GROUP LLC	Shares	46.5KSH	$4.4M
17	Martin Capital Partners, LLC	Shares	45.9KSH	$4.4M
18	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	40.5KSH	$3.9M
19	Morningstar Investment Management LLC	Shares	34.5KSH	$3.6M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	38.0KSH	$3.3M
21	Czech National Bank	Shares	34.4KSH	$3.3M
22	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	33.2KSH	$3.2M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	29.9KSH	$2.9M
24	Assenagon Asset Management S.A.	Shares	29.8KSH	$2.8M
25	Leelyn Smith, LLC	Shares	28.5KSH	$2.7M
26	D.A. DAVIDSON & CO.	Shares	27.0KSH	$2.6M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.7KSH	$2.5M
28	Westhampton Capital, LLC	Shares	26.0KSH	$2.5M
29	Sowell Financial Services LLC	Shares	25.8KSH	$2.5M
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25.8KSH	$2.5M
31	Fideuram Asset Management (Ireland) dac	Shares	25.0KSH	$2.4M
32	IFM Investors Pty Ltd	Shares	25.5KSH	$2.4M
33	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	23.5KSH	$2.2M
34	Apollon Wealth Management, LLC	Shares	22.3KSH	$2.1M
35	Lantz Financial LLC	Shares	18.8KSH	$1.8M
36	Somerset Trust Co	Shares	17.4KSH	$1.7M
37	Investment Research & Advisory Group, Inc.	Shares	16.7KSH	$1.6M
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.0KSH	$1.4M
39	Townsend & Associates, Inc	Shares	14.8KSH	$1.4M
40	NORTHEAST INVESTMENT MANAGEMENT	Shares	14.8KSH	$1.4M
41	Columbia Asset Management	Shares	14.6KSH	$1.4M
42	DAVENPORT & Co LLC	Shares	14.3KSH	$1.4M
43	SIGNATUREFD, LLC	Shares	14.1KSH	$1.3M
44	Good Harbor Advisors, Inc.	Shares	13.9KSH	$1.3M
45	Fluent Financial, LLC	Shares	13.9KSH	$1.3M
46	Platform Technology Partners	Shares	13.9KSH	$1.3M
47	ROMANO BROTHERS AND COMPANY	Shares	13.1KSH	$1.2M
48	SECURED RETIREMENT ADVISORS, LLC	Shares	12.9KSH	$1.2M
49	Financial Solutions Advisory Group, Inc.	Shares	13.1KSH	$1.2M
50	Capital Investment Advisory Services, LLC	Shares	12.7KSH	$1.2M

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

50 / 321 loaded

#		Instrument
1	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+315.1K	+$22.4M	$119.1M
2	Sound Income Strategies, LLC added	Shares	+96.4K	+$9.2M	$9.2M
3	Live Oak Private Wealth LLC new	Shares	+65.6K	+$6.3M	$6.3M
4	Bell Bank new	Shares	+63.0K	+$6.0M	$6.0M
5	Martin Capital Partners, LLC trimmed	Shares	-78	+$4.4M	$4.4M
6	Canvas Wealth Advisors, LLC added	Shares	+41.0K	+$3.5M	$9.0M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+36.0K	+$3.3M	$5.2M
8	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+23.5K	+$2.2M	$2.2M
9	Fideuram Asset Management (Ireland) dac added	Shares	+23.2K	+$2.2M	$2.4M
10	ADVOCATE GROUP LLC added	Shares	+19.9K	+$1.7M	$4.4M
11	Apollon Wealth Management, LLC added	Shares	+17.5K	+$1.6M	$2.1M
12	Fluent Financial, LLC new	Shares	+13.9K	+$1.3M	$1.3M
13	BENJAMIN EDWARDS INC added	Shares	+17.7K	+$1.3M	$6.2M
14	Demars Financial Group, LLC added	Shares	+9.9K	+$926.5K	$1.2M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+10.1K	+$925.9K	$1.4M
16	Unique Wealth Strategies, LLC new	Shares	+9.5K	+$903.0K	$903.0K
17	Abel Hall, LLC new	Shares	+8.1K	+$776.5K	$776.5K
18	Confluence Wealth Services, Inc. new	Shares	+8.0K	+$768.0K	$768.0K
19	NEW WAVE WEALTH ADVISORS LLC new	Shares	+7.8K	+$749.3K	$749.3K
20	Good Harbor Advisors, Inc. added	Shares	+8.2K	+$737.4K	$1.3M
21	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+7.1K	+$677.6K	$677.6K
22	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+6.3K	+$576.2K	$898.2K
23	Lantz Financial LLC added	Shares	+7.0K	+$568.2K	$1.8M
24	Total Clarity Wealth Management, Inc. new	Shares	+5.8K	+$550.1K	$550.1K
25	IFP Advisors, Inc added	Shares	+6.0K	+$549.5K	$788.7K
26	WealthBridge Capital Management, LLC new	Shares	+5.5K	+$523.7K	$523.7K
27	Fifth Third Wealth Advisors LLC new	Shares	+4.7K	+$450.4K	$450.4K
28	Poehling Capital Management, INC. added	Shares	+5.0K	+$446.8K	$890.1K
29	D.A. DAVIDSON & CO. added	Shares	+6.4K	+$437.0K	$2.6M
30	ASPIRIANT, LLC new	Shares	+4.5K	+$433.5K	$433.5K
31	Crossmark Global Holdings, Inc. added	Shares	+4.4K	+$383.1K	$833.6K
32	CHAPIN DAVIS, INC. new	Shares	+3.9K	+$373.6K	$373.6K
33	DAVENPORT & Co LLC added	Shares	+4.7K	+$368.6K	$1.4M
34	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+4.2K	+$364.1K	$880.4K
35	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+6.1K	+$360.6K	$3.2M
36	Capital Management Associates, Inc new	Shares	+3.5K	+$336.6K	$336.6K
37	Grant Private Wealth Management Inc new	Shares	+3.1K	+$299.8K	$299.8K
38	SeaCrest Wealth Management, LLC added	Shares	+3.4K	+$288.4K	$696.5K
39	J.W. COLE ADVISORS, INC. new	Shares	+3.0K	+$284.9K	$284.9K
40	Accel Wealth Management new	Shares	+2.9K	+$272.6K	$272.6K
41	HBW ADVISORY SERVICES LLC new	Shares	+2.8K	+$271.0K	$271.0K
42	Hardin Capital Partners, LLC added	Shares	+3.2K	+$259.9K	$720.0K
43	Financial Solutions Advisory Group, Inc. added	Shares	+3.8K	+$258.3K	$1.2M
44	OFI INVEST ASSET MANAGEMENT new	Shares	+2.7K	+$257.5K	$257.5K
45	CWA Asset Management Group, LLC added	Shares	+2.7K	+$234.3K	$481.1K
46	XML Financial, LLC added	Shares	+2.9K	+$230.0K	$779.3K
47	COURIER CAPITAL LLC new	Shares	+2.2K	+$210.4K	$210.4K
48	Dynamic Advisor Solutions LLC new	Shares	+2.2K	+$208.0K	$208.0K
49	Sivia Capital Partners, LLC added	Shares	+2.8K	+$205.2K	$1.0M
50	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+4.2K	+$190.7K	$2.9M

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