Public record / Tickers / OGE

OGE — OGE ENERGY CORP.

Both disclosure regimes on one name: who in Congress filed about OGE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming OGE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $100K–$250K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every OGE row by the provable lower bound, never a point estimate.

No member disclosed OGE in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OGE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OGE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$100K–$250K
2019-04-02John H. Rutherford R–FL-5SaleTraded 03-19 +14d$1K–$15K
2018-08-20John H. Rutherford R–FL-5PurchaseTraded 04-18 LATE·124d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in OGE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed OGE in the trailing 12 months.

Congress ↔ notable managers · OGE

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
1 Gotham Asset Management $39.2M held
Trimming
1 Bridgewater Associates $24.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OGE ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on OGE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+475,251 sh
2026-05-15Bridgewater Associates 13Ftrim−53,428 sh

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of OGE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$514M1
3VANGUARD CAPITAL MANAGEMENT LLC$442M1
4STATE STREET CORP$337M1
5Clearbridge Investments, LLC$296M1
6Boston Partners$265M1
7GEODE CAPITAL MANAGEMENT, LLC$187M1
8DIMENSIONAL FUND ADVISORS LP$129M1
9AQR CAPITAL MANAGEMENT LLC$127M1
10MORGAN STANLEY$122M1
11Qube Research & Technologies Ltd$115M1
12NORTHERN TRUST CORP$113M1
13FRANKLIN RESOURCES INC$111M1
14Bank of New York Mellon Corp$105M1
15DUFF & PHELPS INVESTMENT MANAGEMENT CO$101M1
16FIRST TRUST ADVISORS LP$96.0M1
17NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$90.0M1
18Energy Income Partners, LLC$88.6M1
19CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$87.1M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.0M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$66.2M1
22ExodusPoint Capital Management, LP$61.9M1
23VANGUARD FIDUCIARY TRUST CO$61.1M1
24Life Cycle Investment Partners Ltd$58.9M1
25Artisan Partners Limited Partnership$57.1M1
26MANUFACTURERS LIFE INSURANCE COMPANY, THE$55.1M1
27HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$52.4M1
28Nuveen, LLC$52.1M1
29Point72 Asset Management, L.P.$48.8M1
30UBS Group AG$46.8M1
31BANK OF AMERICA CORP /DE/$46.4M1
32Allianz Asset Management GmbH$45.4M1
33Legal & General Group Plc$43.8M1
34Invesco Ltd.$39.8M1
35Gotham Asset Management, LLC$39.2M1
36CI INVESTMENTS INC.$34.8M1
37CITADEL ADVISORS LLC$31.1M1
38Quantinno Capital Management LP$30.8M1
39ProShare Advisors LLC$28.4M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$25.1M1
41Bridgewater Associates, LP$24.8M1
42Covalis Capital LLP$24.4M1
43Retirement Systems of Alabama$23.7M1
44JOHN G ULLMAN & ASSOCIATES INC$23.3M1
45Connor, Clark & Lunn Investment Management Ltd.$22.8M1
46COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$22.8M1
47FMR LLC$22.4M1
48PRINCIPAL FINANCIAL GROUP INC$22.0M1
49UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.6M1
50VICTORY CAPITAL MANAGEMENT INC$20.8M1
51Engineers Gate Manager LP$20.7M1
52SEGALL BRYANT & HAMILL, LLC$20.2M1
53AE Wealth Management LLC$19.9M1
54Swiss National Bank$19.6M1
55MARTINGALE ASSET MANAGEMENT L P$16.9M1
56JANE STREET GROUP, LLC$16.5M1
57RENAISSANCE TECHNOLOGIES LLC$16.2M1
58SEI INVESTMENTS CO$15.8M1
59Tidal Investments LLC$15.7M1
60TEMA ETFS LLC$15.7M1
61Yaupon Capital Management LP$15.3M1
62Man Group plc$15.2M1
63RAYMOND JAMES FINANCIAL INC$14.8M1
64STIFEL FINANCIAL CORP$14.5M1
65MILLENNIUM MANAGEMENT LLC$13.9M1
66Ceredex Value Advisors LLC$13.4M1
67Epoch Investment Partners, Inc.$13.1M1
68LPL Financial LLC$12.7M1
69AMERIPRISE FINANCIAL INC$11.9M1
70BARCLAYS PLC$11.8M1
71Trexquant Investment LP$11.5M1
72NISA INVESTMENT ADVISORS, LLC$11.0M1
73CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.9M1
74Magellan Asset Management Ltd$10.7M1
75ALLIANCEBERNSTEIN L.P.$10.7M1
76WELLS FARGO & COMPANY/MN$10.7M1
77Corient Private Wealth LLC$10.6M1
78AMERICAN CENTURY COMPANIES INC$10.5M1
79ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.3M1
80Aventail Capital Group, LP$10.2M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.7M1
82Verition Fund Management LLC$9.1M1
83NATIXIS$8.6M1
84VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.5M1
85Resolution Capital Ltd$8.4M1
86Holocene Advisors, LP$8.2M1
87VANGUARD ASSET MANAGEMENT, Ltd$7.8M1
88ROYAL BANK OF CANADA$7.5M1
89Vanguard Investments Australia, Ltd.$7.5M1
90Squarepoint Ops LLC$7.2M1
91ASSETMARK, INC$7.1M1
92Creative Planning$7.0M1
93Schonfeld Strategic Advisors LLC$6.9M1
94New Age Alpha Advisors, LLC$6.4M1
95VISTA INVESTMENT PARTNERS LLC$6.4M1
96XTX Topco Ltd$6.2M1
97Mariner, LLC$6.1M1
98MACQUARIE GROUP LTD$6.1M1
99Oak Thistle LLC$6.0M1
100ALPS ADVISORS INC$5.8M1
101BTG Pactual Asset Management US LLC$5.7M1
102STATE OF WISCONSIN INVESTMENT BOARD$5.5M1
103CITIGROUP INC$5.4M1
104COMMONWEALTH EQUITY SERVICES, LLC$5.2M1
105TWO SIGMA INVESTMENTS, LP$5.1M1
106MetLife Investment Management, LLC$4.9M1
107Ironwood Investment Counsel, LLC$4.8M1
108TD ASSET MANAGEMENT INC$4.8M1
109HUB Investment Partners, LLC$4.8M1
110Cetera Investment Advisers$4.7M1
111Janus Henderson Group Ltd.$4.6M1
112ONTARIO TEACHERS PENSION PLAN BOARD$4.4M1
113SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M1
114Cerity Partners LLC$4.3M1
115OCCUDO QUANTITATIVE STRATEGIES LP$4.3M1
116MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.0M1
117Vanguard Global Advisers, LLC$4.0M1
118GATEWAY INVESTMENT ADVISERS LLC$3.9M1
119NEW YORK STATE COMMON RETIREMENT FUND$3.9M1
120Baird Financial Group, Inc.$3.9M1
121Y-Intercept (Hong Kong) Ltd$3.8M1
122MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
123SEVEN GRAND MANAGERS, LLC$3.6M1
124FIRST MANHATTAN CO. LLC.$3.6M1
125ENVESTNET ASSET MANAGEMENT INC$3.5M1
126OSAIC HOLDINGS, INC.$3.4M1
127CWM, LLC$3.4M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$3.4M1
129PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.2M1
130YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
131FIFTH THIRD BANCORP$3.0M1
132Autumn Glory Partners, LLC$3.0M1
133Dana Investment Advisors, Inc.$3.0M1
134Hennion & Walsh Asset Management, Inc.$3.0M1
135State of New Jersey Common Pension Fund D$2.9M1
136MERCER GLOBAL ADVISORS INC /ADV$2.8M1
137JBR Co Financial Management Inc$2.8M1
138Arizona State Retirement System$2.7M1
139MACKENZIE FINANCIAL CORP$2.7M1
140NewEdge Advisors, LLC$2.6M1
141Focus Partners Wealth$2.5M1
142HighTower Advisors, LLC$2.5M1
143Elo Mutual Pension Insurance Co$2.5M1
144STATE OF MICHIGAN RETIREMENT SYSTEM$2.4M1
145NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.2M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
147OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
148DC Investments Management, LLC$2.0M1
149COMMERCE BANK$2.0M1
150EDMP, INC.$2.0M1
151Ameritas Investment Partners, Inc.$1.8M1
152FOURPATH CAPITAL MANAGEMENT, LLC$1.8M1
153Fisher Asset Management, LLC$1.8M1
154BancFirst Trust & Investment Management$1.7M1
155O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M1
156Pictet Asset Management Holding SA$1.7M1
157Ensign Peak Advisors, Inc$1.7M1
158Inspire Investing, LLC$1.7M1
159GLENMEDE TRUST CO NA$1.6M1
160Utah Retirement Systems$1.6M1
161Verity & Verity, LLC$1.6M1
162Polymer Capital Management (US) LLC$1.6M1
163Sagefield Capital LP$1.6M1
164MML INVESTORS SERVICES, LLC$1.6M1
165Gaddis Premier Wealth Advisors LLC$1.5M1
166GUGGENHEIM CAPITAL LLC$1.5M1
167TI-TRUST, INC$1.5M1
168Alamea Verwaltungs GmbH$1.5M1
169CIBC Bancorp USA Inc.$1.4M1
170WORLDQUANT MILLENNIUM ADVISORS LLC$1.4M1
171PRUDENTIAL FINANCIAL INC$1.4M1
172BLAIR WILLIAM & CO/IL$1.4M1
173JACOBS LEVY EQUITY MANAGEMENT, INC$1.4M1
174OPPENHEIMER & CO INC$1.3M1
175Transcendent Capital Group LLC$1.3M1
176Universal- Beteiligungs- und Servicegesellschaft mbH$1.3M1
177Summit Trail Advisors, LLC$1.3M1
178Lighthouse Investment Partners, LLC$1.3M1
179Greenland Capital Management LP$1.2M1
180BANK OF MONTREAL /CAN/$1.2M1
181Advisors Asset Management, Inc.$1.2M1
182Aquatic Capital Management LLC$1.2M1
183TEACHER RETIREMENT SYSTEM OF TEXAS$1.2M1
184MidFirst Bank$1.2M1
185LFG Wealth Partners, LLC$1.2M1
186XPONANCE LLC$1.2M1
187Hudson Bay Capital Management LP$1.2M1
188DEUTSCHE BANK AG\$1.1M1
189Resona Asset Management Co.,Ltd.$1.1M1
190LAZARD ASSET MANAGEMENT LLC$1.1M1
191TOUNJIAN ADVISORY PARTNERS, LLC$1.1M1
192Kestra Advisory Services, LLC$1.1M1
193BOOTHBAY FUND MANAGEMENT, LLC$1.1M1
194US BANCORP \DE\$1.1M1
195VOYA INVESTMENT MANAGEMENT LLC$1.0M1
196Kentucky Trust Co$1.0M1
197QRG CAPITAL MANAGEMENT, INC.$1.0M1
198INCEPTIONR LLC$1.0M1
199EXCHANGE TRADED CONCEPTS, LLC$999K1
200MOODY NATIONAL BANK TRUST DIVISION$997K1
201NAVELLIER & ASSOCIATES INC$988K1
202Orion Porfolio Solutions, LLC$988K1
203Vanguard Personalized Indexing Management, LLC$961K1
204BROWN ADVISORY INC$958K1
205Everhart Financial Group, Inc.$951K1
206Rockefeller Capital Management L.P.$940K1
207Envestnet Portfolio Solutions, Inc.$922K1
208EVERGREEN CAPITAL MANAGEMENT LLC$921K1
209FIRST CITIZENS BANK & TRUST CO$910K1
210Savvy Advisors, Inc.$884K1
211Pathstone Holdings, LLC$871K1
212Brooklyn Investment Group$868K1
213Uniting Wealth Partners, LLC$852K1
214INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$849K1
215Sanctuary Advisors, LLC$846K1
216Swiss Life Asset Management Ltd$844K1
217FOUNDATIONS INVESTMENT ADVISORS, LLC$838K1
218Asset Management One Co., Ltd.$788K1
219FEDERATED HERMES, INC.$785K1
220VAUGHAN & Co SECURITIES, INC.$768K1
221Plan Group Financial, LLC$754K1
222TECTONIC ADVISORS LLC$746K1
223SECURIAN ASSET MANAGEMENT, INC$726K1
224IFM Investors Pty Ltd$721K1
225DnB Asset Management AS$718K1
226Linden Thomas Advisory Services, LLC$714K1
227SCHULHOFF & CO INC$711K1
228MCGUIRE CAPITAL ADVISORS INC$698K1
229EntryPoint Capital, LLC$691K1
230Vident Advisory, LLC$688K1
231Elevated Capital Advisors, LLC$667K1
232Crossmark Global Holdings, Inc.$649K1
233Federation des caisses Desjardins du Quebec$649K1
234Centennial Wealth Advisory LLC$634K1
235REGIONS FINANCIAL CORP$629K1
236TRUIST FINANCIAL CORP$614K1
237VIRTUS ADVISERS, LLC$612K1
238&PARTNERS$607K1
239UNITED CAPITAL FINANCIAL ADVISORS, LLC$605K1
240CAPSTONE INVESTMENT ADVISORS, LLC$604K1
241Integrated Advisors Network LLC$595K1
242Concurrent Investment Advisors, LLC$580K1
243Retirement Investment Advisors, Inc.$578K1
244Brendel Financial Advisors LLC$576K1
245AXQ CAPITAL, LP$574K1
246Machina Capital S.A.S.$558K1
247Centiva Capital, LP$557K1
248D. E. Shaw & Co., Inc.$553K1
249R Squared Ltd$553K1
250JB Capital LLC$541K1
251Merit Financial Group, LLC$537K1
252Chicago Partners Investment Group LLC$536K1
253JOHNSON INVESTMENT COUNSEL INC$533K1
254QUADRANT CAPITAL GROUP LLC$530K1
255Tower Research Capital LLC (TRC)$528K1
256MONEY CONCEPTS CAPITAL CORP$527K1
257Inscription Capital, LLC$527K1
258CAPITAL ADVISORS INC/OK$527K1
259NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$526K1
260Bleakley Financial Group, LLC$525K1
261Sequoia Financial Advisors, LLC$523K1
262AIGEN INVESTMENT MANAGEMENT, LP$522K1
263COWA, LLC$517K1
264CHOREO, LLC$511K1
265BFSG, LLC$510K1
266Forvis Mazars Wealth Advisors, LLC$509K1
267Lido Advisors, LLC$506K1
268Prospera Financial Services Inc$505K1
269HB Wealth Management, LLC$503K1
270Beacon Pointe Advisors, LLC$502K1
271Objective Capital Management, LLC$500K1
272TCP Asset Management, LLC$499K1
273UMB Bank, n.a.$496K1
274Maryland State Retirement & Pension System$494K1
275COLDSTREAM CAPITAL MANAGEMENT INC$493K1
276M&T BANK CORP$490K1
277Hilltop Holdings Inc.$486K1
278ROCKLAND TRUST CO$473K1
279Bridgefront Capital, LLC$471K1
280Pinion Investment Advisors, LLC$462K1
281BAHL & GAYNOR INC$456K1
282Chicago Capital, LLC$446K1
283Waverly Advisors, LLC$445K1
284Hartree Partners, LP$444K1
285M.E. ALLISON & CO., INC.$434K1
286denkapparat Operations GmbH$427K1
287Belpointe Asset Management LLC$420K1
288Meeder Advisory Services, Inc.$411K1
289PFG Investments, LLC$410K1
290Steward Partners Investment Advisory, LLC$405K1
291LEGACY FINANCIAL GROUP, INC.$402K1
292Geneos Wealth Management Inc.$396K1
293Amundi$379K1
294PINNACLE ASSOCIATES LTD$363K1
295Cadent Capital Advisors, LLC$359K1
296Arvest Bank Trust Division$358K1
297Cassaday & Co Wealth Management LLC$356K1
298MQS Management LLC$355K1
299Tulsa Wealth Advisors, INC$348K1
300Regal Investment Advisors LLC$346K1
301Caprock Group, LLC$345K1
302TCV Trust & Wealth Management, Inc.$341K1
303Sterling Capital Management LLC$338K1
304Advisory Resource Group$338K1
305Advisory Alpha, LLC$336K1
306Pinnacle Wealth Management Advisory Group, LLC$335K1
307International Private Wealth Advisors LLC$328K1
308SHELTON CAPITAL MANAGEMENT$322K1
309Frec Markets, Inc.$321K1
310Sowell Financial Services LLC$320K1
311EP Wealth Advisors, LLC$319K1
312MIRABELLA FINANCIAL SERVICES LLP$316K1
313MARK SHEPTOFF FINANCIAL PLANNING, LLC$316K1
314Fieldview Capital Management, LLC$315K1
315MGO ONE SEVEN LLC$313K1
316OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$312K1
317Private Advisor Group, LLC$311K1
318WARNER FINANCIAL, INC$303K1
319CIBC Asset Management Inc$296K1
320Turtle Creek Wealth Advisors, LLC$295K1
321Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$295K1
322Hendershot Investments Inc.$288K1
323Brevan Howard Capital Management LP$283K1
324Vise Technologies, Inc.$282K1
325North Dakota State Investment Board$282K1
326Excelsior Advisor Network LLC$276K1
327Disciplined Investments, LLC$276K1
328Accel Wealth Management$270K1
329Cornerstone Select Advisors, LLC$263K1
330Vontobel Holding Ltd.$260K1
331TWO SIGMA SECURITIES, LLC$258K1
332Indivisible Partners$257K1
333Curi Capital, LLC$257K1
334MAI Capital Management$255K1
335RITHOLTZ WEALTH MANAGEMENT$254K1
336EVOLVE PRIVATE WEALTH, LLC$251K1
337Savant Capital, LLC$240K1
338Atria Investments, Inc$234K1
339Strategic Financial Concepts, LLC$233K1
340Western Wealth Management, LLC$230K1
341Allworth Financial LP$228K1
342Meiji Yasuda Asset Management Co Ltd.$227K1
343Diversified Trust Co$226K1
344Forge Financial Services LLC$225K1
345Baker Avenue Asset Management, LP$224K1
346Kovack Advisors, Inc.$224K1
347TD Waterhouse Canada Inc.$222K1
348INTRUST BANK NA$221K1
349Capital Investment Advisors, LLC$218K1
350Callan Family Office, LLC$218K1
351GW HENSSLER & ASSOCIATES LTD$216K1
352Prosperity Consulting Group, LLC$215K1
353World Investment Advisors$214K1
354Quarry LP$212K1
355Eurizon Capital SGR S.p.A.$212K1
356CITIZENS FINANCIAL GROUP INC/RI$212K1
357Kera Capital Partners, Inc.$211K1
358EASTERN BANK$208K1
359Harbour Trust & Investment Management Co$206K1
360Sound Stewardship, LLC$206K1
361Compound Planning, Inc.$204K1
362GWN SECURITIES INC.$204K1
363BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$202K1
364BNP Paribas Asset Management Holding S.A.$184K1
365AMERICAN NATIONAL BANK & TRUST$165K1
366CoreFirst Bank & Trust$153K1
367HM PAYSON & CO$147K1
368Wilmington Savings Fund Society, FSB$144K1
369SIGNATUREFD, LLC$142K1
370Westside Investment Management, Inc.$132K1
371Center for Financial Planning, Inc.$131K1
372Beaird Harris Wealth Management, LLC$125K1
373NOMURA ASSET MANAGEMENT CO LTD$123K1
374First Command Advisory Services, Inc.$104K1
375COHEN & STEERS, INC.$96.7K1
376SALEM INVESTMENT COUNSELORS INC$95.9K1
377Ancora Advisors LLC$83.9K1
378Bayforest Capital Ltd$79.1K1
379Caldwell Trust Co$78.3K1
380Measured Wealth Private Client Group, LLC$77.1K1
381Smartleaf Asset Management LLC$67.5K1
382WEBSTER BANK, N. A.$62.3K1
383NBT BANK, N.A.$57.6K1
384MATHER GROUP, LLC.$56.8K1
385MTM Investment Management, LLC$55.5K1
386Blue Trust, Inc.$53.9K1
387BankPlus Trust Department$50.9K1
388WOLFF WIESE MAGANA LLC$49.1K1
389TOMPKINS FINANCIAL CORP$48.0K1
390State of Wyoming$47.0K1
391THOMPSON SIEGEL & WALMSLEY LLC$42.0K1
392Kimelman & Baird, LLC$40.5K1
393SJS Investment Consulting Inc.$38.6K1
394CENTRAL TRUST Co$38.4K1
395Quest 10 Wealth Builders, Inc.$37.3K1
396Larson Financial Group LLC$37.1K1
397Clearstead Trust, LLC$36.2K1
398ATWOOD & PALMER INC$34.5K1
399Advantage Trust Co$33.6K1
400S&T BANK/PA$32.7K1
401Strategic Investment Solutions, Inc. /IL$28.7K1
402Arax Advisory Partners$27.5K1
403Parkside Financial Bank & Trust$26.7K1
404Atlantic Union Bankshares Corp$25.5K1
405SBI Securities Co., Ltd.$22.8K1
406Private Wealth Management Group, LLC$21.4K1
407Bell Investment Advisors, Inc$20.8K1
408TRUST CO OF TOLEDO NA /OH/$20.5K1
409ALGERT GLOBAL LLC$19.9K1
410Manchester Capital Management LLC$19.4K1
411PRIVATE TRUST CO NA$17.5K1
412Pinnacle Wealth Planning Services, Inc.$16.1K1
413Millstone Evans Group, LLC$16.0K1
414True Wealth Design, LLC$15.7K1
415CHAPMAN FINANCIAL GROUP, LLC$14.4K1
416ACADIAN ASSET MANAGEMENT LLC$13.6K1
417DT Investment Partners, LLC$13.3K1
418State of Alaska, Department of Revenue$13.3K1
419HRT FINANCIAL LP$13.0K1
420Keating Financial Advisory Services, Inc.$12.2K1
421USA FINANCIAL FORMULAS$11.6K1
422NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.6K1
423Cranbrook Wealth Management, LLC$10.9K1
424Mitsubishi UFJ Asset Management Co., Ltd.$9.9K1
425Magnolia Wealth Management, LLC$9.8K1
426Hilltop National Bank$9.6K1
427CVA Family Office, LLC$9.1K1
428FARMERS & MERCHANTS INVESTMENTS INC$8.6K1
429Corsicana & Co.$7.0K1
430CANADA LIFE ASSURANCE Co$5.6K1
431Physician Wealth Advisors, Inc.$5.5K1
432Wall Street Financial Group, Inc.$5.3K1
433SHP Wealth Management$5.0K1
434AMALGAMATED BANK$4.5K1
435ELEVATION WEALTH PARTNERS, LLC$4.5K1
436Treasurer of the State of North Carolina$4.3K1
437JPL Wealth Management, LLC$4.3K1
438VAN ECK ASSOCIATES CORP$4.1K1
439JFS WEALTH ADVISORS, LLC$3.9K1
440WPG Advisers, LLC$3.8K1
441ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.7K1
442Retirement Wealth Solutions LLC$3.4K1
443NATIXIS ADVISORS, LLC$3.3K1
444Sachetta, LLC$3.2K1
445Clearstead Advisors, LLC$3.1K1
446Pinnacle Bancorp, Inc.$3.0K1
447TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.9K1
448INGALLS & SNYDER LLC$2.8K1
449Legacy Wealth Managment, LLC/ID$2.6K1
450HARBOR CAPITAL ADVISORS, INC.$2.5K1
451THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
452Key Capital Management, INC$2.2K1
453South Dakota Investment Council$1.8K1
454Key FInancial Inc$1.6K1
455Kilter Group LLC$1.6K1
456IFG Advisory, LLC$1.5K1
457DiNuzzo Private Wealth, Inc.$1.5K1
458Rialto Wealth Management, LLC$1.5K1
459Signature Equity Partners, LLC$1.5K1
460Activest Wealth Management$1.3K1
461Cromwell Holdings LLC$1.3K1
462Sunrise Financial Services, LLC$1.3K1
463Spire Wealth Management$1.2K1
464Financial Network Wealth Advisors LLC$1.2K1
465EVOLUTION WEALTH MANAGEMENT INC.$1.0K1
466Owl Creek Wealth Partners LLC$9601
467PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8441
468SouthState Bank Corp$7201
469Vermillion Wealth Management, Inc.$7191
470Annis Gardner Whiting Capital Advisors, LLC$6721
471American Capital Advisory, LLC$6721
472FOSTER & MOTLEY INC$6011
473Godfrey Financial Associates, Inc.$5761
474GSA CAPITAL PARTNERS LLP$5091
475COUNTRY TRUST BANK$4801
476HFM Investment Advisors, LLC$4801
477DekaBank Deutsche Girozentrale$4561
478Harvest Fund Management Co., Ltd$3301
479WEDBUSH SECURITIES INC$3061
480Pinnacle West Asset Management, Inc.$2911
481Caitong International Asset Management Co., Ltd$2881
482Synergy Investment Management, LLC$2881
483Intentional Wealth Strategies, LLC$2881
484KBC Group NV$2641
485BROWN, LISLE/CUMMINGS, INC.$2401
486Prestige Wealth Management Group LLC$1921
487PIN OAK INVESTMENT ADVISORS INC$971
488CX Institutional$921
489MV CAPITAL MANAGEMENT, INC.$481
490Capital Advisors, Ltd. LLC$361
491Smithfield Trust Co$141
492Roble, Belko & Company, Inc$21
493Avion Wealth$21
494VANGUARD GROUP INC$01
495HANCOCK WHITNEY CORP$01
496HARBOUR INVESTMENTS, INC.$01
497JONES FINANCIAL COMPANIES LLLP$01
498HSBC HOLDINGS PLC$01
499COMERICA BANK$01
500VIRGINIA RETIREMENT SYSTEMS ET Al$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OGE

RETAINED WINDOW · ACTIVE HITS

Zero hits on OGE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for OGE · financials and macro

Financials — as filed PLANNED

OGE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OGE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing