Filing Research | OABI - OMNIAB INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	ISTHMUS PARTNERS, LLC	Shares	803.4KSH	$2.0M
2	Police & Firemen's Retirement System of New Jersey	Shares	42.2KSH	$103.9K
3	WOODSTOCK CORP	Shares	29.4KSH	$72.3K
4	China Universal Asset Management Co., Ltd.	Shares	23.1KSH	$56.8K
5	BFSG, LLC	Shares	20.8KSH	$51.2K
6	Thrive Wealth Management, LLC	Shares	18.0KSH	$44.4K
7	Steigerwald, Gordon & Koch Inc.	Shares	7.7KSH	$18.9K
8	Mirae Asset Global Investments Co., Ltd.	Shares	6.5KSH	$16.0K
9	SBI Securities Co., Ltd.	Shares	2.1KSH	$5.1K
10	EverSource Wealth Advisors, LLC	Shares	521SH	$1.3K
11	Dynamic Wealth Strategies, LLC	Shares	411SH	$1.0K
12	SIGNATUREFD, LLC	Shares	361SH	$888
13	Farther Finance Advisors, LLC	Shares	191SH	$479
14	GAMMA Investing LLC	Shares	128SH	$315
15	IFP Advisors, Inc	Shares	87SH	$214
16	True Wealth Design, LLC	Shares	54SH	$133
17	Wealth Enhancement Trust Services, Inc.	Shares	35SH	$86
18	SJS Investment Consulting Inc.	Shares	28SH	$69

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

20 / 20 loaded

#		Instrument
1	ISTHMUS PARTNERS, LLC added	Shares	+46.8K	+$788.5K	$2.0M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+19.6K	+$68.4K	$103.9K
3	BFSG, LLC unchanged	Shares	0	+$18.5K	$51.2K
4	WOODSTOCK CORP trimmed	Shares	-5.0K	+$18.2K	$72.3K
5	Thrive Wealth Management, LLC added	Shares	+765	+$17.3K	$44.4K
6	China Universal Asset Management Co., Ltd. trimmed	Shares	-2.5K	+$16.6K	$56.8K
7	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$6.8K	$18.9K
8	SBI Securities Co., Ltd. added	Shares	+2.0K	+$5.0K	$5.1K
9	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.3K	+$3.7K	$16.0K
10	EverSource Wealth Advisors, LLC added	Shares	+11	+$480	$1.3K
11	Farther Finance Advisors, LLC added	Shares	+160	+$431	$479
12	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$366	$1.0K
13	SIGNATUREFD, LLC unchanged	Shares	0	+$321	$888
14	True Wealth Design, LLC added	Shares	+38	+$107	$133
15	Wealth Enhancement Trust Services, Inc. new	Shares	+35	+$86	$86
16	IFP Advisors, Inc trimmed	Shares	-8	+$65	$214
17	SJS Investment Consulting Inc. added	Shares	+25	+$64	$69
18	FARMERS & MERCHANTS INVESTMENTS INC exited	Shares	-53	-$83	$0
19	GAMMA Investing LLC trimmed	Shares	-804	-$1.1K	$315
20	Abel Hall, LLC exited	Shares	-10.7K	-$16.8K	$0