Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNIVERSAL DISPLAY CORP · common stock · Q1 2026 · 2 members disclosed OLED ↗

13F filers reporting this class for the quarter ended 2026-03-31: 364
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $3.0B
holders whose share count rose or who opened the position (new + add), by shares: 187
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 75

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of OLED ranked by reported value, 1–25 of 447 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$393M	4,289,901	+163,518	ADD
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$268M	2,922,053	—	NO PRIOR
3	PRIMECAP MANAGEMENT CO/CA/	$200M	2,187,428	−8,900	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$181M	1,978,739	—	NO PRIOR
5	STATE STREET CORP	$166M	1,814,298	+119,519	ADD
6	ALLIANCEBERNSTEIN L.P.	$125M	1,071,664	+1,020,118	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$115M	1,249,053	+139,976	ADD
8	FIRST TRUST ADVISORS LP	$89.5M	976,423	+169,969	ADD
9	DIMENSIONAL FUND ADVISORS LP	$69.4M	757,166	+30,661	ADD
10	BROWN ADVISORY INC	$59.4M	648,267	+28,996	ADD
11	WELLS FARGO & COMPANY/MN	$54.8M	598,278	+66,763	ADD
12	UBS Group AG	$54.8M	597,930	−48,857	TRIM
13	Copeland Capital Management, LLC	$53.3M	581,776	+78,077	ADD
14	XXEC, Inc.	$45.6M	386,937	+321,276	ADD
15	Amundi	$42.1M	459,316	+161,069	ADD
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$38.2M	416,949	+22,884	ADD
17	MORGAN STANLEY	$37.8M	411,858	+20,539	ADD
18	NORTHERN TRUST CORP	$35.6M	388,390	−23	TRIM
19	RAYMOND JAMES FINANCIAL INC	$34.1M	371,889	+6,216	ADD
20	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$32.2M	351,411	+183,950	ADD
21	Bank of New York Mellon Corp	$31.8M	346,802	+992	ADD
22	CITADEL ADVISORS LLC	$27.7M	302,511	+118,315	ADD
23	ENVESTNET ASSET MANAGEMENT INC	$26.6M	289,743	−1,227	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$25.3M	276,225	—	NO PRIOR
25	SEGALL BRYANT & HAMILL, LLC	$24.6M	268,760	−29,126	TRIM

Show all 447 holders

13F holders of OLED ranked by reported value, 26–447 of 447 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Quantinno Capital Management LP	$23.0M	251,218	+222,561	ADD
27	TWO SIGMA INVESTMENTS, LP	$22.9M	250,134	+232,434	ADD
28	AVENIR CORP	$21.1M	230,152	−29	TRIM
29	Janus Henderson Group Ltd.	$20.7M	225,635	−412,610	TRIM
30	GRIFFIN ASSET MANAGEMENT, INC.	$18.9M	205,877	−12,408	TRIM
31	Invesco Ltd.	$17.9M	194,830	−24,229	TRIM
32	SYSTEMATIC FINANCIAL MANAGEMENT LP	$17.7M	192,815	−3,700	TRIM
33	ADAGE CAPITAL PARTNERS GP, L.L.C.	$17.4M	190,126	+5,126	ADD
34	STIFEL FINANCIAL CORP	$16.8M	183,588	+29,471	ADD
35	Hardman Johnston Global Advisors LLC	$14.8M	161,715	−1,571	TRIM
36	Triodos Investment Management BV	$14.7M	161,000	−24,000	TRIM
37	Grantham, Mayo, Van Otterloo & Co. LLC	$13.9M	152,054	+2,128	ADD
38	ROYAL BANK OF CANADA	$13.6M	148,442	−11,526	TRIM
39	CITIGROUP INC	$13.6M	147,919	+119,614	ADD
40	Corient Private Wealth LLC	$12.9M	140,894	+121,350	ADD
41	JENNISON ASSOCIATES LLC	$12.9M	140,591	−269,087	TRIM
42	MILLENNIUM MANAGEMENT LLC	$12.5M	136,594	−267,178	TRIM
43	Crossmark Global Holdings, Inc.	$11.9M	129,418	—	NO PRIOR
44	S SQUARED TECHNOLOGY, LLC	$11.5M	126,000	+126,000	NEW
45	RENAISSANCE TECHNOLOGIES LLC	$11.5M	125,939	+125,939	NEW
46	BANK OF AMERICA CORP /DE/	$11.4M	124,570	+3,872	ADD
47	SEI INVESTMENTS CO	$11.3M	123,562	+692	ADD
48	AQR CAPITAL MANAGEMENT LLC	$11.3M	123,886	+20,859	ADD
49	M&G Plc	$10.5M	114,616	+1,216	ADD
50	FRONTIER CAPITAL MANAGEMENT CO LLC	$10.1M	110,229	+14,708	ADD
51	JANE STREET GROUP, LLC	$9.7M	106,183	−59,149	TRIM
52	D. E. Shaw & Co., Inc.	$9.5M	104,184	−23,403	TRIM
53	Man Group plc	$9.4M	102,650	+96,785	ADD
54	INTECH INVESTMENT MANAGEMENT LLC	$9.3M	101,916	−52,415	TRIM
55	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$9.3M	101,620	−81,626	TRIM
56	PRINCIPAL FINANCIAL GROUP INC	$9.0M	98,688	+3,573	ADD
57	Swiss National Bank	$8.2M	89,400	+300	ADD
58	Retirement Systems of Alabama	$7.7M	84,103	+1,139	ADD
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$7.6M	83,153	+1,053	ADD
60	BARCLAYS PLC	$7.2M	78,764	+36,119	ADD
61	LHM, INC.	$6.8M	74,552	0	NO CHANGE
62	KORNITZER CAPITAL MANAGEMENT INC /KS	$6.8M	73,837	−31,650	TRIM
63	Nuveen, LLC	$6.7M	73,299	−2,676	TRIM
64	Y-Intercept (Hong Kong) Ltd	$6.4M	70,238	+70,238	NEW
65	GENERAL AMERICAN INVESTORS CO INC	$6.0M	65,009	0	NO CHANGE
66	SORA INVESTORS LLC	$6.0M	65,000	−116,566	TRIM
67	UniSuper Management Pty Ltd	$5.8M	63,819	0	NO CHANGE
68	ProShare Advisors LLC	$5.7M	62,104	+6,001	ADD
69	Legal & General Group Plc	$5.6M	61,385	−6,244	TRIM
70	Vest Financial, LLC	$5.4M	59,109	+13,428	ADD
71	Walleye Capital LLC	$5.2M	57,198	+57,198	NEW
72	Sargent Investment Group, LLC	$5.2M	57,080	−5,900	TRIM
73	Polar Asset Management Partners Inc.	$5.1M	55,358	−61,546	TRIM
74	Squarepoint Ops LLC	$4.8M	52,003	−59,380	TRIM
75	OPPENHEIMER & CO INC	$4.7M	51,410	+3,491	ADD
76	AMERIPRISE FINANCIAL INC	$4.6M	50,723	−1,523	TRIM
77	WELLINGTON MANAGEMENT GROUP LLP	$4.6M	50,618	−50,057	TRIM
78	STATE OF WISCONSIN INVESTMENT BOARD	$4.6M	50,531	+5,683	ADD
79	Cetera Investment Advisers	$4.6M	49,696	−7,492	TRIM
80	TRUIST FINANCIAL CORP	$4.6M	49,643	−25,231	TRIM
81	Holocene Advisors, LP	$4.3M	47,449	+37,600	ADD
82	LPL Financial LLC	$4.2M	46,346	−1,473	TRIM
83	Baird Financial Group, Inc.	$4.2M	45,925	+45,925	NEW
84	CAXTON ASSOCIATES LLP	$4.0M	43,818	+24,977	ADD
85	VANGUARD ASSET MANAGEMENT, Ltd	$3.8M	41,036	—	NO PRIOR
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$3.6M	39,428	0	NO CHANGE
87	PRINCETON CAPITAL MANAGEMENT LLC	$3.5M	38,671	−814	TRIM
88	Numerai GP LLC	$3.4M	36,965	−38,426	TRIM
89	Assenagon Asset Management S.A.	$3.1M	34,168	+7,424	ADD
90	Pathstone Holdings, LLC	$3.0M	32,351	+13,672	ADD
91	Vestmark Advisory Solutions, Inc.	$2.9M	31,214	+4,717	ADD
92	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.8M	30,701	−576	TRIM
93	AMERICAN CENTURY COMPANIES INC	$2.8M	30,486	+17,499	ADD
94	Sterling Capital Management LLC	$2.7M	29,875	−61,297	TRIM
95	Future Fund LLC	$2.7M	29,741	+12,741	ADD
96	NewEdge Wealth, LLC	$2.6M	28,404	+3,638	ADD
97	HSBC HOLDINGS PLC	$2.4M	26,754	−49,428	TRIM
98	Gotham Asset Management, LLC	$2.4M	26,155	−31,207	TRIM
99	Summit Trail Advisors, LLC	$2.4M	26,041	+5,767	ADD
100	BNP Paribas Asset Management Holding S.A.	$2.4M	25,844	+165	ADD
101	AXQ CAPITAL, LP	$2.3M	25,577	+17,723	ADD
102	Quantbot Technologies LP	$2.3M	25,504	+688	ADD
103	GLENMEDE TRUST CO NA	$2.3M	24,705	−7,970	TRIM
104	OSAIC HOLDINGS, INC.	$2.2M	24,024	−2,250	TRIM
105	MIRABELLA FINANCIAL SERVICES LLP	$2.2M	23,963	+23,963	NEW
106	NEW YORK STATE COMMON RETIREMENT FUND	$2.1M	22,497	−37,049	TRIM
107	One Capital Management, LLC	$2.0M	21,998	+4,687	ADD
108	MetLife Investment Management, LLC	$2.0M	21,745	+145	ADD
109	RICE HALL JAMES & ASSOCIATES, LLC	$2.0M	21,713	+21,713	NEW
110	ICON ADVISERS INC/CO	$2.0M	21,384	0	NO CHANGE
111	Engineers Gate Manager LP	$1.9M	20,476	+13,947	ADD
112	DANSKE BANK A/S	$1.8M	19,948	−434	TRIM
113	State of New Jersey Common Pension Fund D	$1.8M	19,202	−114	TRIM
114	PEAK6 LLC	$1.7M	18,507	+18,405	ADD
115	Vanguard Global Advisers, LLC	$1.6M	17,996	—	NO PRIOR
116	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	17,572	+5,761	ADD
117	Atria Investments, Inc	$1.6M	17,500	+7,501	ADD
118	Sanctuary Advisors, LLC	$1.6M	17,299	+3,335	ADD
119	Empowered Funds, LLC	$1.6M	17,203	+5,187	ADD
120	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.6M	17,137	+3,498	ADD
121	FIFTH THIRD BANCORP	$1.6M	17,128	+16,782	ADD
122	Oak Thistle LLC	$1.6M	17,073	+17,073	NEW
123	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.6M	16,944	−1,458	TRIM
124	Creative Planning	$1.5M	16,435	−1,532	TRIM
125	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.5M	16,206	+16,206	NEW
126	AMG National Trust Bank	$1.5M	16,028	+341	ADD
127	&PARTNERS	$1.4M	15,699	+2,128	ADD
128	Atlantic Union Bankshares Corp	$1.4M	15,609	0	NO CHANGE
129	MONEY CONCEPTS CAPITAL CORP	$1.4M	14,902	+303	ADD
130	CREDIT AGRICOLE S A	$1.3M	14,511	0	NO CHANGE
131	Federation des caisses Desjardins du Quebec	$1.3M	14,462	+11,011	ADD
132	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$1.3M	14,184	−367	TRIM
133	Cascade Investment Advisors, Inc.	$1.3M	14,075	+14,075	NEW
134	Mill Creek Capital Advisors, LLC	$1.3M	13,789	+141	ADD
135	Tidal Investments LLC	$1.3M	13,728	−226	TRIM
136	WINTON GROUP Ltd	$1.2M	13,075	+3,232	ADD
137	YOUSIF CAPITAL MANAGEMENT, LLC	$1.2M	12,919	−692	TRIM
138	Ledgewood Wealth Advisors, LLC	$1.2M	12,550	0	NO CHANGE
139	Arizona State Retirement System	$1.1M	12,406	−245	TRIM
140	Linden Thomas Advisory Services, LLC	$1.1M	12,327	+854	ADD
141	Cardinal Capital Management	$1.1M	12,248	+12,248	NEW
142	EntryPoint Capital, LLC	$1.1M	12,033	+12,033	NEW
143	Universal- Beteiligungs- und Servicegesellschaft mbH	$1.1M	11,916	+2,623	ADD
144	MONTAG A & ASSOCIATES INC	$1.1M	11,641	+599	ADD
145	LECAP ASSET MANAGEMENT LTD	$1.0M	11,250	+3,471	ADD
146	Bronte Capital Management Pty Ltd.	$1.0M	11,121	−532	TRIM
147	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.0M	11,078	+14	ADD
148	Sigma Planning Corp	$995K	10,852	+462	ADD
149	Vanguard Investments Australia, Ltd.	$994K	10,839	—	NO PRIOR
150	GUGGENHEIM CAPITAL LLC	$985K	10,741	−7,844	TRIM
151	DEUTSCHE BANK AG\	$980K	10,690	−81,102	TRIM
152	STATE OF MICHIGAN RETIREMENT SYSTEM	$972K	10,605	+200	ADD
153	DAVENPORT & Co LLC	$971K	10,595	−10,574	TRIM
154	Edgestream Partners, L.P.	$969K	10,574	+10,574	NEW
155	HUSSMAN STRATEGIC ADVISORS, INC.	$962K	10,500	−6,300	TRIM
156	Jain Global LLC	$962K	10,497	−305	TRIM
157	Dynamic Technology Lab Private Ltd	$948K	10,338	+10,338	NEW
158	INCEPTIONR LLC	$941K	10,271	+10,271	NEW
159	PFG Investments, LLC	$918K	10,014	−5,145	TRIM
160	Pinnacle Financial Partners, Inc.	$918K	10,011	+192	ADD
161	Capital Group Private Client Services, Inc.	$917K	10,000	0	NO CHANGE
162	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$908K	9,905	+13	ADD
163	KLP KAPITALFORVALTNING AS	$907K	9,900	+300	ADD
164	Perbak Capital Partners LLP	$888K	9,693	+9,693	NEW
165	Sunstone Asset Management, L.P.	$845K	9,217	0	NO CHANGE
166	AGF MANAGEMENT LTD	$834K	9,100	0	NO CHANGE
167	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$833K	9,083	+300	ADD
168	AMERICAN ASSETS INC	$777K	2,100	+2,100	NEW
169	COMMONWEALTH EQUITY SERVICES, LLC	$776K	8,466	−21	TRIM
170	Ameritas Investment Partners, Inc.	$743K	8,103	0	NO CHANGE
171	Diversified Trust Co	$683K	7,456	+7,456	NEW
172	Pictet Asset Management Holding SA	$675K	7,361	+822	ADD
173	NATIXIS	$662K	7,218	+7,218	NEW
174	Orion Porfolio Solutions, LLC	$659K	7,193	−2,656	TRIM
175	VICTORY CAPITAL MANAGEMENT INC	$639K	6,976	+324	ADD
176	HighTower Advisors, LLC	$632K	6,889	−602	TRIM
177	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$608K	6,773	−2,491	TRIM
178	BANK OF MONTREAL /CAN/	$605K	6,603	−572	TRIM
179	Clear Creek Financial Management, LLC	$594K	6,477	+1,505	ADD
180	XPONANCE LLC	$586K	6,397	+1,276	ADD
181	Aquatic Capital Management LLC	$580K	6,329	+6,329	NEW
182	MOODY NATIONAL BANK TRUST DIVISION	$573K	6,253	0	NO CHANGE
183	MERCER GLOBAL ADVISORS INC /ADV	$572K	6,243	+1,147	ADD
184	Lido Advisors, LLC	$557K	6,081	+296	ADD
185	BOOTHBAY FUND MANAGEMENT, LLC	$553K	6,032	+6,032	NEW
186	SummitTX Capital, L.P.	$546K	5,958	+5,958	NEW
187	NORTH STAR ASSET MANAGEMENT INC	$535K	5,835	−100	TRIM
188	XTX Topco Ltd	$534K	5,821	−1,086	TRIM
189	Brevan Howard Capital Management LP	$525K	5,728	−8,561	TRIM
190	Apollon Wealth Management, LLC	$522K	5,696	+463	ADD
191	Apella Capital, LLC	$490K	4,922	+2,771	ADD
192	MML INVESTORS SERVICES, LLC	$471K	5,141	−463	TRIM
193	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$467K	5,100	+5,100	NEW
194	D.A. DAVIDSON & CO.	$467K	5,099	+2,066	ADD
195	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$451K	4,918	+798	ADD
196	Freestone Grove Partners LP	$447K	4,880	+1,286	ADD
197	FOX RUN MANAGEMENT, L.L.C.	$444K	4,980	+4,980	NEW
198	Ethic Inc.	$436K	4,752	+353	ADD
199	Green Alpha Advisors, LLC	$427K	4,664	−204	TRIM
200	Wilmington Savings Fund Society, FSB	$419K	4,574	0	NO CHANGE
201	QUADRANT CAPITAL GROUP LLC	$412K	4,491	−248	TRIM
202	Qsemble Capital Management, LP	$406K	4,434	+4,434	NEW
203	FMR LLC	$397K	4,327	−718	TRIM
204	Vontobel Holding Ltd.	$395K	4,313	−148,855	TRIM
205	AVIVA PLC	$395K	4,312	+114	ADD
206	U.S. Capital Wealth Advisors, LLC	$371K	4,049	+180	ADD
207	Destination Wealth Management	$362K	3,951	+137	ADD
208	Impact Capital Partners LLC	$359K	3,921	+1,379	ADD
209	Focus Partners Wealth	$359K	3,913	+1,134	ADD
210	Alchemi Wealth, LLC	$357K	3,894	−362	TRIM
211	Forum Financial Management, LP	$357K	3,893	−1,031	TRIM
212	Vanguard Personalized Indexing Management, LLC	$355K	3,872	−2,179	TRIM
213	Cerity Partners LLC	$351K	3,829	−608	TRIM
214	Mariner, LLC	$346K	3,773	−5,557	TRIM
215	Leonteq Securities AG	$333K	3,636	+1,313	ADD
216	Chicago Partners Investment Group LLC	$333K	3,355	+3,355	NEW
217	Connor, Clark & Lunn Investment Management Ltd.	$325K	3,548	+3,548	NEW
218	Vise Technologies, Inc.	$324K	2,770	0	NO CHANGE
219	Bernardo Wealth Planning LLC	$321K	3,500	+299	ADD
220	TEACHER RETIREMENT SYSTEM OF TEXAS	$319K	3,476	−5,681	TRIM
221	LVW Advisors, LLC	$318K	3,470	+377	ADD
222	Gibbs Wealth Management	$313K	3,413	+640	ADD
223	MQS Management LLC	$309K	3,369	+3,369	NEW
224	Snowden Capital Advisors LLC	$308K	3,365	+116	ADD
225	ELEVATION POINT WEALTH PARTNERS, LLC	$308K	3,361	+662	ADD
226	EVERGREEN CAPITAL MANAGEMENT LLC	$307K	3,351	+900	ADD
227	Circle Wealth Management, LLC	$306K	3,336	+3,336	NEW
228	OCCUDO QUANTITATIVE STRATEGIES LP	$301K	3,455	+3,455	NEW
229	111 Capital	$295K	3,222	+3,222	NEW
230	VOYA INVESTMENT MANAGEMENT LLC	$293K	3,202	−40	TRIM
231	SECURIAN ASSET MANAGEMENT, INC	$292K	3,181	0	NO CHANGE
232	Lombard Odier Asset Management (USA) Corp	$291K	3,180	+3,180	NEW
233	Strid Group, LLC	$289K	3,157	0	NO CHANGE
234	Qube Research & Technologies Ltd	$285K	3,108	−9,616	TRIM
235	Swiss Life Asset Management Ltd	$280K	3,058	+982	ADD
236	Founders Financial Alliance, LLC	$280K	3,050	−99	TRIM
237	ELCO Management Co., LLC	$275K	3,000	0	NO CHANGE
238	PROFUND ADVISORS LLC	$264K	2,878	−400	TRIM
239	Envestnet Portfolio Solutions, Inc.	$258K	2,811	−6,325	TRIM
240	US BANCORP \DE\	$251K	2,733	−1,008	TRIM
241	DnB Asset Management AS	$239K	2,609	+2,609	NEW
242	PRUDENTIAL PLC	$238K	2,599	−3,398	TRIM
243	PRUDENTIAL FINANCIAL INC	$237K	2,582	−205	TRIM
244	FRANKLIN RESOURCES INC	$236K	2,575	+211	ADD
245	HUB Investment Partners, LLC	$234K	2,553	−406	TRIM
246	WEALTH ALLIANCE, LLC	$230K	2,506	+2,506	NEW
247	SEB Asset Management AB	$229K	2,500	—	NO PRIOR
248	Advisors Asset Management, Inc.	$229K	2,496	+109	ADD
249	Centiva Capital, LP	$229K	2,494	+2,494	NEW
250	PARSONS CAPITAL MANAGEMENT INC/RI	$222K	2,418	−1,001	TRIM
251	IMC-Chicago, LLC	$220K	2,402	+2,402	NEW
252	PERSONAL CFO SOLUTIONS, LLC	$218K	2,382	+445	ADD
253	RMR Wealth Builders	$214K	2,331	0	NO CHANGE
254	FULCRUM WEALTH ADVISORS, LLC	$213K	2,324	+13	ADD
255	Utah Retirement Systems	$213K	2,322	0	NO CHANGE
256	MACKENZIE FINANCIAL CORP	$211K	2,305	−761	TRIM
257	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$207K	2,256	+414	ADD
258	Ensign Peak Advisors, Inc	$205K	2,241	0	NO CHANGE
259	FEDERATED HERMES, INC.	$202K	2,205	−229	TRIM
260	Annex Advisory Services, LLC	$202K	2,202	0	NO CHANGE
261	TWINBEECH CAPITAL LP	$202K	2,200	−46,046	TRIM
262	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$187K	2,089	−66	TRIM
263	Rockefeller Capital Management L.P.	$179K	1,956	−1,173	TRIM
264	Tower Research Capital LLC (TRC)	$150K	1,632	−1,301	TRIM
265	Steward Partners Investment Advisory, LLC	$146K	1,593	−630	TRIM
266	CWM, LLC	$137K	1,499	−1,154	TRIM
267	Destiny Wealth Partners, LLC	$121K	1,317	+1,317	NEW
268	State of Wyoming	$109K	1,190	−312	TRIM
269	Allworth Financial LP	$104K	1,138	−47	TRIM
270	MEEDER ASSET MANAGEMENT INC	$102K	1,109	+1,109	NEW
271	CENTRAL TRUST Co	$101K	1,104	0	NO CHANGE
272	Arax Advisory Partners	$98.3K	1,075	+261	ADD
273	Clearstead Trust, LLC	$91.7K	1,000	0	NO CHANGE
274	Spire Wealth Management	$82.7K	902	−1	TRIM
275	Eurizon Capital SGR S.p.A.	$68.5K	765	+134	ADD
276	HM PAYSON & CO	$67.3K	734	0	NO CHANGE
277	DUNCKER STREETT & CO INC	$65.6K	716	0	NO CHANGE
278	MAI Capital Management	$57.8K	631	+94	ADD
279	Quarry LP	$56.3K	614	+599	ADD
280	Global X Japan Co., Ltd.	$44.5K	485	−95	TRIM
281	UMB Bank, n.a.	$38.8K	423	−126	TRIM
282	NOMURA ASSET MANAGEMENT CO LTD	$26.6K	290	+290	NEW
283	TD Waterhouse Canada Inc.	$23.4K	261	+211	ADD
284	Field & Main Bank	$22.9K	250	0	NO CHANGE
285	Measured Wealth Private Client Group, LLC	$21.5K	235	−20	TRIM
286	SIGNATUREFD, LLC	$20.6K	225	−24	TRIM
287	ASSETMARK, INC	$17.0K	185	+14	ADD
288	Larson Financial Group LLC	$15.7K	171	+13	ADD
289	PRIVATE TRUST CO NA	$13.8K	151	−2	TRIM
290	Cassaday & Co Wealth Management LLC	$13.7K	150	+150	NEW
291	Quaker Wealth Management, LLC	$12.8K	140	−1	TRIM
292	ENTRUST FINANCIAL LLC	$12.7K	138	0	NO CHANGE
293	Mitsubishi UFJ Asset Management Co., Ltd.	$11.8K	129	0	NO CHANGE
294	HRT FINANCIAL LP	$11.8K	128,250	+115,099	ADD
295	SHP Wealth Management	$10.8K	117	+101	ADD
296	NBT BANK, N.A.	$9.3K	102	−15	TRIM
297	SBI Securities Co., Ltd.	$9.2K	100	−3	TRIM
298	Trifecta Capital Advisors, LLC	$9.2K	100	0	NO CHANGE
299	Paladin Partners, LLC	$9.2K	100	—	NO PRIOR
300	SALEM INVESTMENT COUNSELORS INC	$7.8K	85	+85	NEW
301	Geneos Wealth Management Inc.	$6.9K	75	0	NO CHANGE
302	WPG Advisers, LLC	$6.6K	72	−32	TRIM
303	Transamerica Financial Advisors, LLC	$5.7K	61	+39	ADD
304	ACADIAN ASSET MANAGEMENT LLC	$5.2K	57,019	+57,019	NEW
305	Truvestments Capital LLC	$4.4K	48	0	NO CHANGE
306	Smartleaf Asset Management LLC	$4.2K	47	−79	TRIM
307	NISA INVESTMENT ADVISORS, LLC	$3.9K	43	−128	TRIM
308	VAN ECK ASSOCIATES CORP	$3.9K	42,760	−520,273	TRIM
309	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$3.7K	40,415	−1,425	TRIM
310	GSA CAPITAL PARTNERS LLP	$3.6K	39,475	+25,835	ADD
311	FARMERS & MERCHANTS INVESTMENTS INC	$3.6K	39	0	NO CHANGE
312	WOLFF WIESE MAGANA LLC	$3.3K	36	0	NO CHANGE
313	Richardson Capital Management LLC	$3.0K	33	+33	NEW
314	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$2.7K	29	+20	ADD
315	CANADA LIFE ASSURANCE Co	$2.7K	28,959	+746	ADD
316	MidFirst Bank	$2.6K	28	−1,917	TRIM
317	Financial Network Wealth Advisors LLC	$2.1K	23	—	NO PRIOR
318	DekaBank Deutsche Girozentrale	$2.1K	22,900	0	NO CHANGE
319	SITTNER & NELSON, LLC	$1.8K	20	0	NO CHANGE
320	Bell Investment Advisors, Inc	$1.8K	20	−7	TRIM
321	AMALGAMATED BANK	$1.8K	19,876	0	NO CHANGE
322	Treasurer of the State of North Carolina	$1.7K	18,805	+404	ADD
323	THRIVENT FINANCIAL FOR LUTHERANS	$1.7K	18,312	+2,529	ADD
324	WealthCollab, LLC	$1.5K	16	−23	TRIM
325	JPL Wealth Management, LLC	$1.4K	15	+15	NEW
326	Keating Financial Advisory Services, Inc.	$1.4K	15	+14	ADD
327	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$1.2K	12,853	0	NO CHANGE
328	True Wealth Design, LLC	$1.1K	12	+12	NEW
329	ALGERT GLOBAL LLC	$1.0K	11,440	−22,010	TRIM
330	Parkside Financial Bank & Trust	$1.0K	11	−75	TRIM
331	Raleigh Capital Management Inc.	$1.0K	11	+11	NEW
332	Clearstead Advisors, LLC	$917	10	−131	TRIM
333	CVA Family Office, LLC	$917	10	+10	NEW
334	JFS WEALTH ADVISORS, LLC	$825	9	−14	TRIM
335	Pinnacle Wealth Planning Services, Inc.	$825	9	−50	TRIM
336	Virtu Financial LLC	$798	8,712	+8,712	NEW
337	HARBOR CAPITAL ADVISORS, INC.	$689	7,513	+3,197	ADD
338	Arlington Trust Co LLC	$642	7	+7	NEW
339	Wall Street Financial Group, Inc.	$642	7	+7	NEW
340	Retirement Wealth Solutions LLC	$476	5	−15	TRIM
341	SouthState Bank Corp	$459	5	+5	NEW
342	Manchester Capital Management LLC	$459	5	−8	TRIM
343	Marquette Asset Management, LLC	$459	5	+5	NEW
344	GILPIN WEALTH MANAGEMENT, LLC	$459	5	+5	NEW
345	Cromwell Holdings LLC	$458	5	0	NO CHANGE
346	PEAPACK GLADSTONE FINANCIAL CORP	$457	4,986	+687	ADD
347	Stolper Co	$417	4,552	+4,552	NEW
348	State of Alaska, Department of Revenue	$401	4,377	0	NO CHANGE
349	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$400	4,369	0	NO CHANGE
350	DiNuzzo Private Wealth, Inc.	$367	4	−2	TRIM
351	American Capital Advisory, LLC	$275	3	+2	ADD
352	HFM Investment Advisors, LLC	$183	2	+2	NEW
353	MASECO LLP	$183	2	0	NO CHANGE
354	Smithfield Trust Co	$156	1,693	0	NO CHANGE
355	KBC Group NV	$109	1,190	0	NO CHANGE
356	Signature Equity Partners, LLC	$96	1	+1	NEW
357	MV CAPITAL MANAGEMENT, INC.	$92	1	−2	TRIM
358	Vermillion Wealth Management, Inc.	$92	1	+1	NEW
359	Avalon Trust Co	$92	1	0	NO CHANGE
360	TFC Financial Management, Inc.	$92	1	+1	NEW
361	Activest Wealth Management	$92	1	+1	NEW
362	SJS Investment Consulting Inc.	$92	1	−5	TRIM
363	Rialto Wealth Management, LLC	$92	1	−1	TRIM
364	Centerpoint Advisors, LLC	$18	191	+32	ADD
365	VANGUARD GROUP INC	—	—	—	n/c
366	COMERICA BANK	—	—	—	n/c
367	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
368	CIBC WORLD MARKETS CORP	—	—	—	n/c
369	CIBC Private Wealth Group LLC	—	—	—	n/c
370	CreativeOne Wealth, LLC	—	—	—	n/c
371	Global Retirement Partners, LLC	—	—	—	n/c
372	SageView Advisory Group, LLC	—	—	—	n/c
373	BANK OF NOVA SCOTIA	—	—	−40,680	EXIT
374	M&T BANK CORP	—	—	−1,809	EXIT
375	FIL Ltd	—	—	−1,931	EXIT
376	CALTON & ASSOCIATES, INC.	—	—	−2,077	EXIT
377	CAMBIAR INVESTORS LLC	—	—	−13,360	EXIT
378	BAHL & GAYNOR INC	—	—	−16,913	EXIT
379	NATIONAL BANK OF CANADA /FI/	—	—	−206	EXIT
380	TORONTO DOMINION BANK	—	—	−4	EXIT
381	DEPRINCE RACE & ZOLLO INC	—	—	−428,335	EXIT
382	COMMERCE BANK	—	—	−2,225	EXIT
383	NATIXIS ADVISORS, LLC	—	—	−11,837	EXIT
384	PARK AVENUE SECURITIES LLC	—	—	−1,841	EXIT
385	FIRST CITIZENS BANK & TRUST CO	—	—	−5,924	EXIT
386	ALLIANZ SE	—	—	−4,561	EXIT
387	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	—	—	−4,125	EXIT
388	Chesley Taft & Associates LLC	—	—	−1,750	EXIT
389	CANADA PENSION PLAN INVESTMENT BOARD	—	—	−2,300	EXIT
390	Epoch Investment Partners, Inc.	—	—	−10,046	EXIT
391	NORGES BANK	—	—	−794,277	EXIT
392	Walleye Trading LLC	—	—	−611	EXIT
393	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	—	—	−2,281	EXIT
394	Korea Investment CORP	—	—	−21,580	EXIT
395	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	—	—	−23,949	EXIT
396	BENJAMIN EDWARDS INC	—	—	−1,840	EXIT
397	Verition Fund Management LLC	—	—	−25,096	EXIT
398	Skandinaviska Enskilda Banken AB (publ)	—	—	−3,290	EXIT
399	PICTON MAHONEY ASSET MANAGEMENT	—	—	−7,815	EXIT
400	Prospera Financial Services Inc	—	—	−2,366	EXIT
401	Spectrum Strategic Capital Management, LLC	—	—	−3,767	EXIT
402	Sequoia Financial Advisors, LLC	—	—	−1,863	EXIT
403	Point72 Asset Management, L.P.	—	—	−119,820	EXIT
404	MARK SHEPTOFF FINANCIAL PLANNING, LLC	—	—	−55	EXIT
405	Greenhouse Funds LLLP	—	—	−774,330	EXIT
406	Koshinski Asset Management, Inc.	—	—	−2,056	EXIT
407	Trexquant Investment LP	—	—	−77,222	EXIT
408	Schonfeld Strategic Advisors LLC	—	—	−3,168	EXIT
409	Connecticut Wealth Management, LLC	—	—	−2,000	EXIT
410	AE Wealth Management LLC	—	—	−7,722	EXIT
411	Caption Management, LLC	—	—	−6,200	EXIT
412	Steigerwald, Gordon & Koch Inc.	—	—	−33	EXIT
413	Vident Advisory, LLC	—	—	−3,519	EXIT
414	Farringdon Capital, Ltd.	—	—	−2,747	EXIT
415	Analog Century Management LP	—	—	−401,726	EXIT
416	Costello Asset Management, INC	—	—	−20	EXIT
417	Salomon & Ludwin, LLC	—	—	−37	EXIT
418	Advisor OS, LLC	—	—	−2,060	EXIT
419	Avion Wealth	—	—	−3	EXIT
420	Maryland State Retirement & Pension System	—	—	−2,180	EXIT
421	CBIZ Investment Advisory Services, LLC	—	—	−216	EXIT
422	Firestone Capital Management	—	—	−1,803	EXIT
423	CERTUITY, LLC	—	—	−2,316	EXIT
424	Elevated Capital Advisors, LLC	—	—	−3	EXIT
425	Kestra Advisory Services, LLC	—	—	−2,347	EXIT
426	Montanaro Asset Management Ltd	—	—	−12,900	EXIT
427	Legacy Wealth Asset Management, LLC	—	—	−2,365	EXIT
428	Blue Trust, Inc.	—	—	−9	EXIT
429	AlphaQuest LLC	—	—	−4,578	EXIT
430	KINTRA WEALTH, LLC	—	—	−2,072	EXIT
431	Stiles Financial Services Inc	—	—	−1,864	EXIT
432	AXXCESS WEALTH MANAGEMENT, LLC	—	—	−2,068	EXIT
433	iSAM Funds (UK) Ltd	—	—	−3,097	EXIT
434	AI-Squared Management Ltd	—	—	−16,281	EXIT
435	Dunhill Financial, LLC	—	—	−1	EXIT
436	Caitong International Asset Management Co., Ltd	—	—	−4	EXIT
437	ELEVATION WEALTH PARTNERS, LLC	—	—	−64	EXIT
438	NORDEN GROUP LLC	—	—	−1,864	EXIT
439	Marex Group Ltd	—	—	−1,716	EXIT
440	Concurrent Investment Advisors, LLC	—	—	−2,558	EXIT
441	Private Wealth Management Group, LLC	—	—	−21	EXIT
442	Scientech Research LLC	—	—	−3,048	EXIT
443	Heritage Family Offices, LLP	—	—	−3,032	EXIT
444	Aster Capital Management (DIFC) Ltd	—	—	−2,056	EXIT
445	Rockbridge Asset Management LLC	—	—	−11,748	EXIT
446	OPTIMA CAPITAL LLC	—	—	−4	EXIT
447	Greenline Wealth Management LLC	—	—	−18	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · OLED

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $4.0M held
Trimming: 1 Gotham Asset Management $2.4M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · UNIVERSAL DISPLAY CORP

Merged timeline of congressional filings and notable-manager moves on OLED
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−31,207 sh
2026-05-14	Caxton Associates 13F	ADD	+24,977 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.