Who holds OLLIticker 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 ↗

OLLIES BARGAIN OUTLET HLDGS · COM · quarter ended 2026-03-31 · 5 members disclosed OLLI ↗

327

holders13F filers reporting this class for the quarter ended 2026-03-31

$4.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

177

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of OLLI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$623M	6,765,175	−595,597	trim
2	BlackRock, Inc.	$516M	5,606,923	+129,951	add
3	WASATCH ADVISORS LP	$275M	2,990,323	−174,369	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$253M	2,754,095	—	no prior
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$234M	2,537,784	—	no prior
6	STATE STREET CORP	$176M	1,908,994	+20,460	add
7	UBS Group AG	$153M	1,662,995	+947,316	add
8	Summit Trail Advisors, LLC	$147M	1,602,150	+1,576,616	add
9	Capital Research Global Investors	$126M	1,367,751	+594,914	add
10	DIMENSIONAL FUND ADVISORS LP	$117M	1,272,306	+72,781	add
11	Stephens Investment Management Group LLC	$104M	1,126,255	+277,870	add
12	Point72 Asset Management, L.P.	$96.0M	1,042,883	+1,042,883	new
13	AQR CAPITAL MANAGEMENT LLC	$94.8M	1,037,023	+718,458	add
14	Capital International Investors	$70.2M	762,850	+762,850	new
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$67.4M	732,076	+34,919	add
16	WELLINGTON MANAGEMENT GROUP LLP	$66.6M	723,807	−229,201	trim
17	MILLENNIUM MANAGEMENT LLC	$65.0M	706,001	+9,347	add
18	Capital World Investors	$64.0M	695,464	0	no change
19	Woodline Partners LP	$55.9M	606,820	+92,418	add
20	Qube Research & Technologies Ltd	$54.7M	594,579	+365,309	add
21	WELLS FARGO & COMPANY/MN	$47.8M	519,065	−45,127	trim
22	PRIMECAP MANAGEMENT CO/CA/	$47.5M	516,590	+30,600	add
23	MORGAN STANLEY	$46.3M	502,776	−78,207	trim
24	NORTHERN TRUST CORP	$46.2M	501,600	+16,743	add
25	CITADEL ADVISORS LLC	$45.7M	496,848	−1,013,536	trim
26	Artisan Partners Limited Partnership	$42.6M	462,864	+248,287	add
27	ROYAL BANK OF CANADA	$40.3M	437,749	−56,749	trim
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$38.1M	414,338	+319,615	add
29	VANGUARD FIDUCIARY TRUST CO	$35.1M	381,594	—	no prior
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$30.5M	331,706	+118,659	add
31	RAYMOND JAMES FINANCIAL INC	$30.5M	331,317	−38,798	trim
32	ENVESTNET ASSET MANAGEMENT INC	$30.4M	329,977	+27,743	add
33	TWO SIGMA INVESTMENTS, LP	$29.1M	316,699	+299,262	add
34	Grantham, Mayo, Van Otterloo & Co. LLC	$29.1M	315,677	+72,212	add
35	Trexquant Investment LP	$27.1M	294,758	+199,965	add
36	BANK OF AMERICA CORP /DE/	$27.1M	293,931	−27,888	trim
37	FRANKLIN RESOURCES INC	$26.6M	288,811	−21,863	trim
38	SEI INVESTMENTS CO	$25.7M	279,554	−5,826	trim
39	Rockefeller Capital Management L.P.	$25.5M	276,645	+69,165	add
40	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$24.6M	267,309	+267,309	new
41	ROYAL LONDON ASSET MANAGEMENT LTD	$23.9M	259,311	+4,306	add
42	JANE STREET GROUP, LLC	$23.7M	257,918	+114,624	add
43	AMERICAN CENTURY COMPANIES INC	$21.5M	233,965	−98,286	trim
44	VICTORY CAPITAL MANAGEMENT INC	$19.9M	216,726	+1,520	add
45	Connor, Clark & Lunn Investment Management Ltd.	$18.4M	200,414	+129,270	add
46	Nuveen, LLC	$17.1M	185,418	−10,314	trim
47	Tidal Investments LLC	$16.4M	177,661	+4,991	add
48	Retirement Systems of Alabama	$14.4M	156,612	+55,355	add
49	Man Group plc	$13.9M	151,036	+72,157	add
50	WORLDQUANT MILLENNIUM ADVISORS LLC	$13.6M	147,913	+64,076	add
51	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$13.6M	147,352	+489	add
52	PRINCIPAL FINANCIAL GROUP INC	$12.6M	136,977	+5,088	add
53	ALLIANCEBERNSTEIN L.P.	$12.4M	113,265	+33,348	add
54	Invesco Ltd.	$11.8M	128,686	−2,284,979	trim
55	Swiss National Bank	$11.2M	121,300	+400	add
56	OSAIC HOLDINGS, INC.	$10.8M	116,894	−25,408	trim
57	FEDERATED HERMES, INC.	$10.4M	113,186	−9,444	trim
58	CANADA PENSION PLAN INVESTMENT BOARD	$10.4M	112,500	+34,500	add
59	STIFEL FINANCIAL CORP	$9.9M	108,051	−5,391	trim
60	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$9.0M	97,691	−22,640	trim
61	Legal & General Group Plc	$7.7M	83,208	−12,055	trim
62	Susquehanna Portfolio Strategies, LLC	$7.6M	82,861	−30,098	trim
63	XTX Topco Ltd	$7.3M	78,961	+73,587	add
64	LPL Financial LLC	$6.9M	75,453	−10,213	trim
65	Squarepoint Ops LLC	$6.8M	74,070	+43,253	add
66	Y-Intercept (Hong Kong) Ltd	$6.8M	73,749	−17,865	trim
67	Quantinno Capital Management LP	$6.5M	71,028	+11,480	add
68	Taproot Management LP	$6.2M	67,520	+50,224	add
69	Pembroke Management, LTD	$6.0M	65,535	−45,681	trim
70	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$6.0M	65,273	+35,633	add
71	KING LUTHER CAPITAL MANAGEMENT CORP	$5.4M	58,901	−17	trim
72	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$5.2M	56,193	0	no change
73	VANGUARD ASSET MANAGEMENT, Ltd	$5.0M	54,517	—	no prior
74	STATE OF WISCONSIN INVESTMENT BOARD	$4.9M	53,704	−4,184	trim
75	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.6M	50,364	−2,081	trim
76	Lisanti Capital Growth, LLC	$4.4M	47,565	+39,780	add
77	WINTON GROUP Ltd	$4.2M	46,147	+36,234	add
78	OPPENHEIMER ASSET MANAGEMENT INC.	$4.1M	44,216	+156	add
79	Verition Fund Management LLC	$4.0M	43,250	−47,925	trim
80	Holocene Advisors, LP	$3.9M	42,073	+34,768	add
81	BARCLAYS PLC	$3.8M	41,638	−11,310	trim
82	Mariner, LLC	$3.8M	41,536	+25,859	add
83	Gotham Asset Management, LLC	$3.8M	41,251	+38,094	add
84	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$3.8M	41,211	−905	trim
85	Shellback Capital, LP	$3.8M	41,200	−46,738	trim
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$3.7M	40,556	+26,981	add
87	Havemeyer Place LP	$3.7M	39,858	+37,051	add
88	OAK RIDGE INVESTMENTS LLC	$3.6M	39,521	+338	add
89	Amundi	$3.6M	38,958	−50,299	trim
90	FIRST TRUST ADVISORS LP	$3.6M	38,628	−7,827	trim
91	Owlhouse Capital LP	$3.4M	36,804	+36,804	new
92	Emerald Investment Advisers, LLC	$3.2M	34,521	—	no prior
93	US BANCORP \DE\	$3.1M	34,013	+688	add
94	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.0M	32,299	+32,299	new
95	TRUIST FINANCIAL CORP	$2.8M	29,950	−5,182	trim
96	Edgestream Partners, L.P.	$2.8M	29,916	+29,916	new
97	Vestmark Advisory Solutions, Inc.	$2.7M	29,475	−2,017	trim
98	FIRST NATIONAL BANK OF OMAHA	$2.6M	28,483	+2,241	add
99	Cerity Partners LLC	$2.6M	27,705	+16,632	add
100	CITIGROUP INC	$2.5M	27,644	−26,301	trim
101	Janus Henderson Group Ltd.	$2.5M	26,867	0	no change
102	NewEdge Wealth, LLC	$2.5M	26,764	−3,318	trim
103	FIFTH THIRD BANCORP	$2.4M	26,068	+25,079	add
104	Vanguard Global Advisers, LLC	$2.3M	24,987	—	no prior
105	Equitable Holdings, Inc.	$2.2M	20,395	+1,989	add
106	Cetera Investment Advisers	$2.2M	24,269	−671	trim
107	Magnetar Financial LLC	$2.2M	23,490	+20,528	add
108	State of New Jersey Common Pension Fund D	$2.0M	21,745	+380	add
109	HUSSMAN STRATEGIC ADVISORS, INC.	$1.9M	21,000	+21,000	new
110	Atria Investments, Inc	$1.9M	20,660	−882	trim
111	Blueshift Asset Management, LLC	$1.9M	20,177	+315	add
112	BNP Paribas Asset Management Holding S.A.	$1.8M	19,933	−1,987	trim
113	CWM, LLC	$1.8M	19,695	+8,831	add
114	Creative Planning	$1.8M	19,497	+14,630	add
115	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.7M	18,183	+3,862	add
116	Future Fund LLC	$1.7M	18,680	+3,955	add
117	HBK Sorce Advisory LLC	$1.7M	20,443	−2,718	trim
118	Oak Thistle LLC	$1.6M	17,844	+8,727	add
119	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.6M	18,336	+5,991	add
120	Arizona State Retirement System	$1.6M	16,846	−273	trim
121	AXQ CAPITAL, LP	$1.5M	16,082	+16,082	new
122	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.5M	15,995	+15,995	new
123	Vanguard Investments Australia, Ltd.	$1.4M	15,639	—	no prior
124	DEUTSCHE BANK AG\	$1.4M	15,435	+233	add
125	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.4M	15,367	+25	add
126	Sanctuary Advisors, LLC	$1.4M	15,339	+39	add
127	&PARTNERS	$1.4M	14,932	−1,562	trim
128	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.4M	14,803	+300	add
129	PICTON MAHONEY ASSET MANAGEMENT	$1.3M	14,503	−100,755	trim
130	Pullen Investment Management, LLC	$1.3M	14,434	+251	add
131	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	13,740	+22	add
132	M&T BANK CORP	$1.2M	12,830	−6,617	trim
133	HSBC HOLDINGS PLC	$1.2M	12,610	−39,696	trim
134	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.2M	12,525	+12,525	new
135	Pathstone Holdings, LLC	$1.1M	12,409	−184	trim
136	MERCER GLOBAL ADVISORS INC /ADV	$1.1M	12,258	+9,182	add
137	Engineers Gate Manager LP	$1.1M	12,172	−6,854	trim
138	Ameritas Investment Partners, Inc.	$1.0M	11,299	+63	add
139	GUGGENHEIM CAPITAL LLC	$1.0M	11,171	+7,305	add
140	FOX RUN MANAGEMENT, L.L.C.	$1.0M	11,233	+11,233	new
141	Daiwa Securities Group Inc.	$995K	10,807	−1,900	trim
142	AZZAD ASSET MANAGEMENT INC /ADV	$896K	9,730	+1,583	add
143	Pictet Asset Management Holding SA	$864K	9,383	+409	add
144	ABLE Financial Group, LLC	$861K	9,350	+182	add
145	Dynamic Technology Lab Private Ltd	$826K	8,969	−19,164	trim
146	EXCHANGE TRADED CONCEPTS, LLC	$819K	8,893	+8,172	add
147	Vanguard Personalized Indexing Management, LLC	$810K	8,803	+951	add
148	HighTower Advisors, LLC	$776K	8,426	−422	trim
149	BANK OF MONTREAL /CAN/	$774K	8,413	+1,064	add
150	PRUDENTIAL FINANCIAL INC	$773K	8,400	−485	trim
151	INTRUST BANK NA	$760K	8,259	+288	add
152	Aquatic Capital Management LLC	$746K	8,109	+8,109	new
153	NORDEN GROUP LLC	$742K	8,064	−2,803	trim
154	QUADRANT CAPITAL GROUP LLC	$731K	7,940	+225	add
155	Polymer Capital Management (US) LLC	$721K	7,833	+7,833	new
156	INTECH INVESTMENT MANAGEMENT LLC	$720K	7,823	−4,560	trim
157	MML INVESTORS SERVICES, LLC	$720K	7,821	+525	add
158	OXFORD ASSET MANAGEMENT LLP	$703K	7,641	+4,159	add
159	COMMONWEALTH EQUITY SERVICES, LLC	$690K	7,499	+1,538	add
160	XPONANCE LLC	$682K	7,413	+1,742	add
161	Illinois Municipal Retirement Fund	$662K	7,196	+785	add
162	Qsemble Capital Management, LP	$661K	7,183	+7,183	new
163	New Age Alpha Advisors, LLC	$658K	7,145	−164	trim
164	Portside Wealth Group, LLC	$648K	7,036	−1,693	trim
165	Dana Investment Advisors, Inc.	$646K	7,016	+1,367	add
166	COMMERCE BANK	$618K	6,715	−145	trim
167	KEYBANK NATIONAL ASSOCIATION/OH	$590K	6,413	−171	trim
168	Fieldview Capital Management, LLC	$583K	6,339	−4,178	trim
169	First National Advisers, LLC	$579K	6,288	+483	add
170	Callan Family Office, LLC	$576K	6,254	−454	trim
171	CAXTON ASSOCIATES LLP	$569K	6,180	+6,180	new
172	Quadrature Capital Ltd	$556K	6,041	+6,041	new
173	Alliance Wealth Advisors, LLC /UT	$544K	5,909	−2,403	trim
174	Jefferies Financial Group Inc.	$530K	5,753	−5,707	trim
175	Inspire Advisors, LLC	$523K	5,682	−101	trim
176	ELEVATION POINT WEALTH PARTNERS, LLC	$518K	5,630	+2,536	add
177	NICOLET BANKSHARES INC	$516K	5,657	+5,657	new
178	Y.D. More Investments Ltd	$506K	5,500	0	no change
179	MIRABELLA FINANCIAL SERVICES LLP	$505K	5,484	+5,484	new
180	Gibbs Wealth Management	$500K	5,427	+2,916	add
181	SHEETS SMITH WEALTH MANAGEMENT	$493K	5,352	0	no change
182	Pallas Capital Advisors LLC	$492K	5,346	+1,036	add
183	Machina Capital S.A.S.	$463K	5,031	+5,031	new
184	LAZARD ASSET MANAGEMENT LLC	$452K	4,913	−712	trim
185	Empowered Funds, LLC	$433K	4,708	+4,708	new
186	Merit Financial Group, LLC	$423K	4,594	+1,987	add
187	Vident Advisory, LLC	$420K	4,562	+15	add
188	NewEdge Advisors, LLC	$413K	4,491	+4,491	new
189	Federation des caisses Desjardins du Quebec	$411K	4,464	−504	trim
190	VOYA INVESTMENT MANAGEMENT LLC	$411K	4,462	−153,125	trim
191	SECURIAN ASSET MANAGEMENT, INC	$410K	4,451	0	no change
192	SUMMITRY LLC	$390K	4,235	+14	add
193	Western Wealth Management, LLC	$387K	4,201	+4,201	new
194	Corient Private Wealth LLC	$385K	4,222	−11,267	trim
195	Assenagon Asset Management S.A.	$376K	4,088	0	no change
196	Focus Partners Advisor Solutions, LLC	$371K	4,033	+4,033	new
197	Walleye Capital LLC	$369K	4,010	−347,010	trim
198	Swiss Life Asset Management Ltd	$366K	3,980	+1,191	add
199	Arista Wealth Management, LLC	$366K	3,975	+3,975	new
200	IEQ CAPITAL, LLC	$362K	3,931	+3,931	new
201	Brevan Howard Capital Management LP	$359K	3,904	−9,225	trim
202	TEACHER RETIREMENT SYSTEM OF TEXAS	$343K	3,728	−2,750	trim
203	Prospera Financial Services Inc	$335K	3,635	−88	trim
204	Crossmark Global Holdings, Inc.	$335K	3,635	—	no prior
205	Sierra Legacy Group	$334K	3,629	+3,629	new
206	Ensign Peak Advisors, Inc	$332K	3,603	−2,048	trim
207	Tower Research Capital LLC (TRC)	$325K	3,535	+1,622	add
208	RBF Capital, LLC	$322K	3,500	−3,500	trim
209	Legacy Wealth Asset Management, LLC	$318K	3,460	+108	add
210	Rafferty Asset Management, LLC	$304K	3,298	−980	trim
211	Caitong International Asset Management Co., Ltd	$303K	3,296	+3,283	add
212	D. E. Shaw & Co., Inc.	$300K	3,262	−18,080	trim
213	Envestnet Portfolio Solutions, Inc.	$298K	3,242	−1,552	trim
214	Utah Retirement Systems	$295K	3,200	0	no change
215	QRG CAPITAL MANAGEMENT, INC.	$293K	3,178	−1,353	trim
216	Belpointe Asset Management LLC	$292K	3,171	−332	trim
217	Calamos Advisors LLC	$291K	3,167	+3,167	new
218	Calamos Wealth Management LLC	$291K	3,167	+3,167	new
219	Impact Capital Partners LLC	$288K	3,128	−699	trim
220	Capital Investment Counsel, Inc	$281K	3,050	0	no change
221	LVW Advisors, LLC	$280K	3,040	−955	trim
222	Focus Partners Wealth	$277K	3,014	+3,014	new
223	BOOTHBAY FUND MANAGEMENT, LLC	$277K	3,013	+3,013	new
224	Walleye Trading LLC	$275K	2,989	+2,989	new
225	DAVENPORT & Co LLC	$271K	2,940	+428	add
226	Counterpoint Mutual Funds LLC	$268K	2,908	+2,908	new
227	Maryland State Retirement & Pension System	$262K	2,849	0	no change
228	STEPHENS INC /AR/	$259K	2,810	+44	add
229	Odyssean, LLC	$258K	2,805	+2,805	new
230	EntryPoint Capital, LLC	$253K	2,748	+2,748	new
231	MAVERICK CAPITAL LTD	$250K	2,717	−42,344	trim
232	COLDSTREAM CAPITAL MANAGEMENT INC	$242K	2,625	−159	trim
233	Waldron Private Wealth LLC	$241K	2,620	0	no change
234	Orion Porfolio Solutions, LLC	$240K	2,605	−3,194	trim
235	Allspring Global Investments Holdings, LLC	$236K	2,501	+637	add
236	MQS Management LLC	$232K	2,520	+2,520	new
237	ProShare Advisors LLC	$226K	2,460	+1	add
238	Bull Harbor Capital LLC	$218K	2,370	—	no prior
239	Legacy Capital Wealth Partners, LLC	$212K	2,301	+298	add
240	111 Capital	$211K	2,292	+2,292	new
241	Cambria Investment Management, L.P.	$210K	2,278	−404	trim
242	AIGEN INVESTMENT MANAGEMENT, LP	$209K	2,274	−1,229	trim
243	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$208K	2,265	−1,333	trim
244	ALPINE WOODS CAPITAL INVESTORS, LLC	$205K	2,228	+2,228	new
245	Heritage Family Offices, LLP	$204K	2,215	−1,536	trim
246	CAPSTONE INVESTMENT ADVISORS, LLC	$202K	2,190	+2,190	new
247	MAI Capital Management	$181K	1,970	+1,680	add
248	SIGNATUREFD, LLC	$171K	1,858	+36	add
249	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$163K	1,786	−51	trim
250	Horizon Investments, LLC	$131K	1,425	+704	add
251	Allworth Financial LP	$113K	1,227	+825	add
252	UMB Bank, n.a.	$81.7K	888	−147	trim
253	Steward Partners Investment Advisory, LLC	$71.7K	779	−192	trim
254	Arax Advisory Partners	$66.5K	722	+64	add
255	Quarry LP	$58.4K	634	+199	add
256	NATIONAL BANK OF CANADA /FI/	$58.3K	633	−1,804	trim
257	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$54.9K	597	−166	trim
258	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$53.6K	582	+303	add
259	HM PAYSON & CO	$50.1K	544	−23	trim
260	State of Wyoming	$49.8K	541	−8	trim
261	CENTRAL TRUST Co	$43.9K	477	+271	add
262	Bayforest Capital Ltd	$43.9K	477	+477	new
263	MATHER GROUP, LLC.	$37.0K	402	+402	new
264	Aster Capital Management (DIFC) Ltd	$34.1K	293	+293	new
265	Smartleaf Asset Management LLC	$31.2K	345	+64	add
266	Blue Trust, Inc.	$27.0K	293	−9	trim
267	West Branch Capital LLC	$26.0K	283	0	no change
268	NOMURA ASSET MANAGEMENT CO LTD	$24.9K	270	0	no change
269	True Wealth Design, LLC	$24.6K	267	+234	add
270	Parkside Financial Bank & Trust	$23.6K	256	−8	trim
271	Claret Asset Management Corp	$22.3K	241,912	−130	trim
272	ASSETMARK, INC	$21.7K	236	−36	trim
273	Mitsubishi UFJ Asset Management Co., Ltd.	$21.2K	230	0	no change
274	MCF Advisors LLC	$21.0K	228	—	no prior
275	Crewe Advisors LLC	$11.3K	123	−16	trim
276	ENTRUST FINANCIAL LLC	$11.0K	119	0	no change
277	SJS Investment Consulting Inc.	$9.5K	103	+82	add
278	Leonteq Securities AG	$8.7K	94	+94	new
279	THRIVENT FINANCIAL FOR LUTHERANS	$8.4K	91,681	+77,875	add
280	Eurizon Capital SGR S.p.A.	$7.4K	81	+81	new
281	CVA Family Office, LLC	$7.3K	79	+73	add
282	WOLFF WIESE MAGANA LLC	$7.1K	77	0	no change
283	Wilmington Savings Fund Society, FSB	$6.9K	75	0	no change
284	JFS WEALTH ADVISORS, LLC	$6.6K	72	+3	add
285	Larson Financial Group LLC	$6.1K	66	−17	trim
286	Clearstead Advisors, LLC	$6.0K	65	−206	trim
287	GSA CAPITAL PARTNERS LLP	$4.9K	52,823	+44,373	add
288	Activest Wealth Management	$4.4K	48	+44	add
289	JNBA Financial Advisors	$4.0K	43	+43	new
290	ALGERT GLOBAL LLC	$3.9K	42,260	+18,560	add
291	HRT FINANCIAL LP	$3.8K	41,039	+41,039	new
292	CANADA LIFE ASSURANCE Co	$3.3K	35,982	+509	add
293	Bell Investment Advisors, Inc	$3.0K	33	0	no change
294	Treasurer of the State of North Carolina	$2.4K	26,207	+562	add
295	DELTA ASSET MANAGEMENT LLC/TN	$2.3K	25	0	no change
296	Rakuten Securities, Inc.	$2.3K	25	0	no change
297	Transamerica Financial Advisors, LLC	$1.6K	17	−6	trim
298	Pinnacle Wealth Planning Services, Inc.	$1.4K	15	+5	add
299	Private Wealth Management Group, LLC	$1.3K	14	0	no change
300	Financial Network Wealth Advisors LLC	$1.3K	14	—	no prior
301	DiNuzzo Private Wealth, Inc.	$1.2K	13	0	no change
302	Marquette Asset Management, LLC	$1.0K	11	+11	new
303	Prestige Wealth Management Group LLC	$1.0K	11	0	no change
304	JPL Wealth Management, LLC	$921	10	+10	new
305	Raleigh Capital Management Inc.	$920	10	+10	new
306	Westfuller Advisors, LLC	$906	10	−5	trim
307	Cromwell Holdings LLC	$736	8	0	no change
308	Glen Eagle Advisors, LLC	$736	8	0	no change
309	State of Alaska, Department of Revenue	$564	6,130	+50	add
310	WPG Advisers, LLC	$552	6	−65	trim
311	Signature Equity Partners, LLC	$460	5	+5	new
312	PARK AVENUE SECURITIES LLC	$396	4,306	−81	trim
313	Retirement Wealth Solutions LLC	$369	4	−1	trim
314	Rialto Wealth Management, LLC	$369	4	+2	add
315	Cambridge Investment Research Advisors, Inc.	$283	3,079	−62	trim
316	Atlantic Union Bankshares Corp	$277	3	0	no change
317	HFM Investment Advisors, LLC	$276	3	−16	trim
318	DekaBank Deutsche Girozentrale	$227	2,413	0	no change
319	Virtu Financial LLC	$202	2,192	+2,192	new
320	MV CAPITAL MANAGEMENT, INC.	$185	2	+1	add
321	Pacific Center for Financial Services	$185	2	0	no change
322	Vermillion Wealth Management, Inc.	$184	2	+2	new
323	KBC Group NV	$160	1,738	0	no change
324	ACADIAN ASSET MANAGEMENT LLC	$95	1,042	+447	add
325	Farmers & Merchants Trust Co of Chambersburg PA	$18	200	0	no change
326	VALLEY NATIONAL ADVISERS INC	$1	11	0	no change
327	Capital Advisors, Ltd. LLC	$1	11	0	no change
328	VANGUARD GROUP INC	—	—	−5,675,860	exit
329	JONES FINANCIAL COMPANIES LLLP	—	—	−38	exit
330	COMERICA BANK	—	—	−25,940	exit
331	TORONTO DOMINION BANK	—	—	−3	exit
332	SHELTON CAPITAL MANAGEMENT	—	—	−2,046	exit
333	BALDWIN WEALTH PARTNERS LLC/MA	—	—	−1,977	exit
334	CIBC Asset Management Inc	—	—	−1,911	exit
335	AXIOM INVESTORS LLC /DE	—	—	−76,132	exit
336	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	—	—	−2,606	exit
337	CREDIT AGRICOLE S A	—	—	−8,837	exit
338	BALYASNY ASSET MANAGEMENT L.P.	—	—	−301,085	exit
339	CIBC Private Wealth Group LLC	—	—	−650	exit
340	Covenant Partners, LLC	—	—	−2,284	exit
341	TimesSquare Capital Management, LLC	—	—	−246,235	exit
342	Bridgewater Associates, LP	—	—	−44,415	exit
343	NORGES BANK	—	—	−783,190	exit
344	TWO SIGMA SECURITIES, LLC	—	—	−2,747	exit
345	BENJAMIN EDWARDS INC	—	—	−2,384	exit
346	Voleon Capital Management LP	—	—	−8,198	exit
347	DRW Securities, LLC	—	—	−1,894	exit
348	PDT Partners, LLC	—	—	−11,379	exit
349	Headlands Technologies LLC	—	—	−3,477	exit
350	Sequoia Financial Advisors, LLC	—	—	−2,424	exit
351	Lighthouse Investment Partners, LLC	—	—	−4,532	exit
352	Maven Securities LTD	—	—	−27,854	exit
353	Lido Advisors, LLC	—	—	−3,637	exit
354	Krilogy Financial LLC	—	—	−2,329	exit
355	Index Fund Advisors, Inc.	—	—	−6,241	exit
356	Schonfeld Strategic Advisors LLC	—	—	−53,851	exit
357	Shay Capital LLC	—	—	−5,600	exit
358	MGO ONE SEVEN LLC	—	—	−2,074	exit
359	Global Retirement Partners, LLC	—	—	−1,942	exit
360	TWINBEECH CAPITAL LP	—	—	−3,151	exit
361	NICOLET ADVISORY SERVICES, LLC	—	—	−5,592	exit
362	WEALTH ALLIANCE, LLC	—	—	−1,971	exit
363	Kestra Advisory Services, LLC	—	—	−3,963	exit
364	F/m Investments LLC	—	—	−36,163	exit
365	Thrive Wealth Management, LLC	—	—	−2,426	exit
366	B. Metzler seel. Sohn & Co. AG	—	—	−33,689	exit
367	TUCKER ASSET MANAGEMENT LLC	—	—	−35	exit
368	AlphaQuest LLC	—	—	−5,148	exit
369	Wedmont Private Capital	—	—	−2,159	exit
370	Forum Financial Management, LP	—	—	−2,138	exit
371	SageView Advisory Group, LLC	—	—	−265	exit
372	Dunhill Financial, LLC	—	—	−1	exit
373	LECAP ASSET MANAGEMENT LTD	—	—	−9,821	exit
374	Concurrent Investment Advisors, LLC	—	—	−2,234	exit
375	Freestone Grove Partners LP	—	—	−402,955	exit
376	Turning Point Benefit Group, Inc.	—	—	−4	exit
377	American Capital Advisory, LLC	—	—	−4	exit
378	Diversify Advisory Services, LLC	—	—	−4,903	exit
379	Jain Global LLC	—	—	−94,306	exit
380	Optimize Financial Inc	—	—	−4,539	exit
381	Northwest & Ethical Investments L.P.	—	—	−5,984	exit
382	POINCIANA ADVISORS GROUP, LLC	—	—	−1,947	exit
383	North Dakota State Investment Board	—	—	−2,168	exit
384	MASECO LLP	—	—	−277	exit
385	Lotus Technology Management, LP	—	—	−12,031	exit
386	EVOLVE PRIVATE WEALTH, LLC	—	—	−2,069	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · OLLI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $4.4M held
Trimming: 1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OLLIES BARGAIN OUTLET HLDGS

Merged timeline of congressional filings and notable-manager moves on OLLI
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+38,094 sh
2026-05-15	Bridgewater Associates 13F	exit	−44,415 sh
2026-05-14	Caxton Associates 13F	new	+6,180 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed OLLI — the congressional view ↗