Filing Research | ODC - OIL DRI CORP AMER Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Cardinal Capital Management	Shares	87.4KSH	$8.9M
2	Forum Financial Management, LP	Shares	18.1KSH	$1.8M
3	Apollon Wealth Management, LLC	Shares	12.6KSH	$1.3M
4	SHEETS SMITH WEALTH MANAGEMENT	Shares	8.9KSH	$910.7K
5	Y-Intercept (Hong Kong) Ltd	Shares	7.0KSH	$715.5K
6	Sterling Investment Counsel, LLC	Shares	3.9KSH	$393.9K
7	Arkfeld Wealth Strategies, L.L.C.	Shares	3.4KSH	$337.7K
8	Net Worth Advisory Group	Shares	2.8KSH	$285.4K
9	Diversified Trust Co	Shares	2.8KSH	$284.6K
10	Police & Firemen's Retirement System of New Jersey	Shares	2.7KSH	$279.9K
11	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	650SH	$66.4K
12	IFP Advisors, Inc	Shares	331SH	$33.8K
13	Versant Capital Management, Inc	Shares	288SH	$29.4K
14	GAMMA Investing LLC	Shares	60SH	$6.1K
15	Farther Finance Advisors, LLC	Shares	55SH	$5.6K
16	EverSource Wealth Advisors, LLC	Shares	38SH	$3.9K
17	SBI Securities Co., Ltd.	Shares	26SH	$2.7K
18	Valued Wealth Advisors LLC	Shares	8SH	$818
19	State of Alaska, Department of Revenue	Shares	1.9KSH	$191
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	891SH	$91

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

20 / 20 loaded

#		Instrument
1	Cardinal Capital Management trimmed	Shares	-685	+$3.2M	$8.9M
2	Forum Financial Management, LP added	Shares	+5.4K	+$1.0M	$1.8M
3	Apollon Wealth Management, LLC added	Shares	+8	+$467.4K	$1.3M
4	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+195	+$343.4K	$910.7K
5	Net Worth Advisory Group new	Shares	+2.8K	+$285.4K	$285.4K
6	Diversified Trust Co new	Shares	+2.8K	+$284.6K	$284.6K
7	Sterling Investment Counsel, LLC unchanged	Shares	0	+$143.1K	$393.9K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$101.6K	$279.9K
9	Arkfeld Wealth Strategies, L.L.C. trimmed	Shares	-297	+$80.5K	$337.7K
10	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$24.1K	$66.4K
11	Versant Capital Management, Inc unchanged	Shares	0	+$10.7K	$29.4K
12	IFP Advisors, Inc trimmed	Shares	-130	+$3.8K	$33.8K
13	EverSource Wealth Advisors, LLC added	Shares	+17	+$2.5K	$3.9K
14	GAMMA Investing LLC unchanged	Shares	0	+$2.2K	$6.1K
15	Farther Finance Advisors, LLC unchanged	Shares	0	+$2.0K	$5.6K
16	SBI Securities Co., Ltd. added	Shares	+9	+$1.6K	$2.7K
17	Valued Wealth Advisors LLC new	Shares	+8	+$818	$818
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$70	$191
19	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$33	$91
20	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-13.9K	-$643.5K	$715.5K