Public record / Tickers / OHI

OHI — OMEGA HEALTHCARE INVESTORS INC

Both disclosure regimes on one name: who in Congress filed about OHI, 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
9
all PTR rows naming OHI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-17
filed 2023-04-17
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

Greg Gianforte · $50.0K–$100K

Purchase · traded 2018-02-06 → filed 2018-02-14. Ranked over every OHI row by the provable lower bound, never a point estimate.

No member disclosed OHI 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.

4 rows 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

No dated OHI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OHI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OHI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-07 +41d$1K–$15K
2021-05-17Thomas R. Carper D–DESale · SP (spouse-owned)Traded 2020-11-20 LATE·178d$1K–$15Kamendment pending
2021-05-17Thomas R. Carper D–DESale · SP (spouse-owned)Traded 2020-07-09 LATE·312d$1K–$15Kamendment pending
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2019-03-14Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 02-13 +29d$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 9 ↗

Members active in OHI

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

No member disclosed OHI in the trailing 12 months.

Congress ↔ notable managers · OHI

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

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OMEGA HEALTHCARE INVS INC

Merged timeline of congressional filings and notable-manager moves on OHI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+270,897 sh
2026-05-14Caxton Associates 13Fnew+38,738 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 OHI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B1
3STATE STREET CORP$639M1
4VANGUARD CAPITAL MANAGEMENT LLC$580M1
5Invesco Ltd.$260M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$202M1
7DIMENSIONAL FUND ADVISORS LP$194M1
8BANK OF AMERICA CORP /DE/$166M1
9MORGAN STANLEY$146M1
10NORTHERN TRUST CORP$137M1
11Daiwa Securities Group Inc.$112M1
12AQR CAPITAL MANAGEMENT LLC$103M1
13TWO SIGMA INVESTMENTS, LP$95.9M1
14Quantinno Capital Management LP$93.2M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$93.1M1
16Legal & General Group Plc$81.1M1
17VANGUARD FIDUCIARY TRUST CO$80.4M1
18D. E. Shaw & Co., Inc.$70.5M1
19UBS Group AG$64.4M1
20ASSETMARK, INC$61.6M1
21SCHRODER INVESTMENT MANAGEMENT GROUP$52.8M1
22Aberdeen Group plc$52.2M1
23WELLS FARGO & COMPANY/MN$50.8M1
24Allspring Global Investments Holdings, LLC$45.1M1
25Advisors Capital Management, LLC$41.3M1
26SEI INVESTMENTS CO$40.4M1
27DEUTSCHE BANK AG\$40.4M1
28VOLORIDGE INVESTMENT MANAGEMENT, LLC$37.9M1
29Gotham Asset Management, LLC$36.5M1
30FIL Ltd$34.6M1
31Nuveen, LLC$32.9M1
32CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$32.7M1
33APG Asset Management US Inc.$32.2M1
34LPL Financial LLC$30.3M1
35AMERICAN CENTURY COMPANIES INC$29.6M1
36PRINCIPAL FINANCIAL GROUP INC$28.9M1
37RAYMOND JAMES FINANCIAL INC$27.7M1
38RENAISSANCE TECHNOLOGIES LLC$27.4M1
39HSBC HOLDINGS PLC$26.7M1
40FRANKLIN RESOURCES INC$26.7M1
41Eversept Partners, LP$25.7M1
42Swiss National Bank$25.6M1
43Arbejdsmarkedets Tillaegspension$24.8M1
44Amundi$24.6M1
45ALLIANCEBERNSTEIN L.P.$24.5M1
46Watchtower Advisors, LP$23.7M1
47ENVESTNET ASSET MANAGEMENT INC$22.7M1
48MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$22.4M1
49Asset Management One Co., Ltd.$20.4M1
50CITIGROUP INC$20.4M1
51NOMURA ASSET MANAGEMENT CO LTD$20.3M1
52MACKENZIE FINANCIAL CORP$20.2M1
53HEITMAN REAL ESTATE SECURITIES LLC$19.6M1
54Rockefeller Capital Management L.P.$17.7M1
55Corient Private Wealth LLC$17.0M1
56Cetera Investment Advisers$16.5M1
57CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$16.4M1
58Susquehanna Portfolio Strategies, LLC$16.1M1
59Cerity Partners LLC$16.0M1
60Retirement Systems of Alabama$15.9M1
61Mutual Advisors, LLC$15.9M1
62Apollo Management Holdings, L.P.$15.6M1
63Zurcher Kantonalbank (Zurich Cantonalbank)$15.5M1
64Goelzer Investment Management, Inc.$15.0M1
65BNP Paribas Asset Management Holding S.A.$13.6M1
66MILLENNIUM MANAGEMENT LLC$13.0M1
67COMMONWEALTH EQUITY SERVICES, LLC$12.9M1
68Universal- Beteiligungs- und Servicegesellschaft mbH$12.6M1
69WELLINGTON MANAGEMENT GROUP LLP$12.1M1
70Vanguard Investments Australia, Ltd.$11.9M1
71LAZARD ASSET MANAGEMENT LLC$11.8M1
72VANGUARD ASSET MANAGEMENT, Ltd$11.6M1
73JUPITER ASSET MANAGEMENT LTD$11.6M1
74MACQUARIE GROUP LTD$11.3M1
75STIFEL FINANCIAL CORP$10.9M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.8M1
77Melia Wealth LLC$10.7M1
78INTECH INVESTMENT MANAGEMENT LLC$10.6M1
79VICTORY CAPITAL MANAGEMENT INC$10.6M1
80Mitsubishi UFJ Asset Management Co., Ltd.$10.6M1
81CORNERSTONE ENTERPRISES, LLC$10.4M1
82STATE OF WISCONSIN INVESTMENT BOARD$10.3M1
83Columbus Macro, LLC$10.3M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.8M1
85VOYA INVESTMENT MANAGEMENT LLC$9.8M1
86HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9.8M1
87ZACKS INVESTMENT MANAGEMENT$9.6M1
88FIRST TRUST ADVISORS LP$9.4M1
89JANE STREET GROUP, LLC$9.4M1
90Greenland Capital Management LP$9.3M1
91RAINEY & RANDALL WEALTH ADVISORS INC.$9.2M1
92COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.1M1
93CANADA PENSION PLAN INVESTMENT BOARD$9.1M1
94BURNEY CO/$8.4M1
95COOKSON PEIRCE & CO INC$8.3M1
96Janus Henderson Group Ltd.$8.1M1
97Centiva Capital, LP$8.1M1
98Qube Research & Technologies Ltd$8.0M1
99Creative Planning$7.7M1
100ROYAL BANK OF CANADA$7.5M1
101ROMANO BROTHERS AND COMPANY$7.4M1
102Oxbow Advisors, LLC$7.4M1
103Kestra Advisory Services, LLC$7.4M1
104Advisors Asset Management, Inc.$7.2M1
105XTX Topco Ltd$7.0M1
106Mariner, LLC$6.8M1
107EASTERLY INVESTMENT PARTNERS LLC$6.5M1
108COMMERCE BANK$6.0M1
109MERCER GLOBAL ADVISORS INC /ADV$6.0M1
110Resona Asset Management Co.,Ltd.$5.8M1
111FMR LLC$5.6M1
112OSAIC HOLDINGS, INC.$5.6M1
113Vanguard Global Advisers, LLC$5.3M1
114Empowered Funds, LLC$5.1M1
115Ensign Peak Advisors, Inc$5.0M1
116MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.0M1
117EDMP, INC.$4.9M1
118Inspire Investing, LLC$4.6M1
119Focus Partners Wealth$4.5M1
120Pathway Financial Advisers, LLC$4.3M1
121NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.2M1
122BANK OF MONTREAL /CAN/$4.1M1
123WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.1M1
124OPPENHEIMER ASSET MANAGEMENT INC.$3.9M1
125New Age Alpha Advisors, LLC$3.9M1
126State of New Jersey Common Pension Fund D$3.6M1
127Arizona State Retirement System$3.6M1
128Edgestream Partners, L.P.$3.5M1
129BECK CAPITAL MANAGEMENT, LLC$3.4M1
130Metis Global Partners, LLC$3.4M1
131Sumitomo Mitsui DS Asset Management Company, Ltd$3.4M1
132Pacific Wealth Strategies Group, Inc.$3.1M1
133CIBC Bancorp USA Inc.$3.1M1
134STATE OF MICHIGAN RETIREMENT SYSTEM$3.1M1
135CHOREO, LLC$3.1M1
136Spire Wealth Management$3.1M1
137Summit Trail Advisors, LLC$3.0M1
138Cornerstone Wealth Management, LLC$3.0M1
139HighTower Advisors, LLC$2.9M1
140NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.9M1
141Plan Group Financial, LLC$2.8M1
142CWM, LLC$2.8M1
143UniSuper Management Pty Ltd$2.7M1
144Allianz Asset Management GmbH$2.7M1
145OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.7M1
146NewEdge Advisors, LLC$2.6M1
147OPPENHEIMER & CO INC$2.6M1
148XML Financial, LLC$2.6M1
149Oak Thistle LLC$2.5M1
150TD ASSET MANAGEMENT INC$2.5M1
151Federation des caisses Desjardins du Quebec$2.5M1
152Ameritas Investment Partners, Inc.$2.4M1
153Slagle Financial, LLC$2.4M1
154Point72 Asset Management, L.P.$2.4M1
155NEOS Investment Management LLC$2.3M1
156BROWN ADVISORY INC$2.3M1
157Sculati Wealth Management, LLC$2.3M1
158Merit Financial Group, LLC$2.3M1
159Portland Financial Advisors Inc$2.2M1
160COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
161Truvestments Capital LLC$2.2M1
162Ethic Inc.$2.1M1
163IFM Investors Pty Ltd$2.1M1
164Utah Retirement Systems$2.1M1
165TEACHER RETIREMENT SYSTEM OF TEXAS$2.1M1
166Pictet Asset Management Holding SA$2.1M1
167NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M1
168Sanctuary Advisors, LLC$1.9M1
169DIVERSIFY WEALTH MANAGEMENT, LLC$1.9M1
170IEQ CAPITAL, LLC$1.9M1
171U.S. Capital Wealth Advisors, LLC$1.9M1
172Y-Intercept (Hong Kong) Ltd$1.9M1
173Allworth Financial LP$1.8M1
174Pathstone Holdings, LLC$1.8M1
175ISLAY CAPITAL MANAGEMENT, LLC$1.8M1
176Csenge Advisory Group$1.8M1
177Royal Fund Management, LLC$1.7M1
178MGO ONE SEVEN LLC$1.7M1
179XPONANCE LLC$1.7M1
180D.A. DAVIDSON & CO.$1.7M1
181CAXTON ASSOCIATES LLP$1.7M1
182Diversify Advisory Services, LLC$1.7M1
183Vanguard Personalized Indexing Management, LLC$1.6M1
184M&T BANK CORP$1.6M1
185Burford Brothers, Inc.$1.6M1
186CASCADE INVESTMENT GROUP, INC.$1.6M1
187FOUNDATIONS INVESTMENT ADVISORS, LLC$1.6M1
188Baird Financial Group, Inc.$1.6M1
189Squarepoint Ops LLC$1.6M1
190SageGuard Financial Group, LLC$1.6M1
191HUB Investment Partners, LLC$1.5M1
192RFG Advisory, LLC$1.5M1
193CREDIT AGRICOLE S A$1.5M1
194PFG Investments, LLC$1.5M1
195ONTARIO TEACHERS PENSION PLAN BOARD$1.5M1
196Summit Financial, LLC$1.5M1
197Private Advisor Group, LLC$1.5M1
198Focus Financial Network, Inc.$1.5M1
199Quadrature Capital Ltd$1.4M1
200NORDEN GROUP LLC$1.4M1
201MML INVESTORS SERVICES, LLC$1.4M1
202Concurrent Investment Advisors, LLC$1.4M1
203FOX RUN MANAGEMENT, L.L.C.$1.4M1
204Tidal Investments LLC$1.4M1
205DENALI ADVISORS LLC$1.3M1
206TODD ASSET MANAGEMENT LLC$1.3M1
207SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
208Inscription Capital, LLC$1.3M1
209Samalin Investment Counsel, LLC$1.3M1
210Caprock Group, LLC$1.2M1
211JSF Financial, LLC$1.2M1
212Capital Investment Advisory Services, LLC$1.2M1
213Chicago Partners Investment Group LLC$1.2M1
214FEDERATED HERMES, INC.$1.2M1
215WRIGHT INVESTORS SERVICE INC$1.2M1
216Fund Advisors of America Inc/FL$1.2M1
217Left Brain Wealth Management, LLC$1.2M1
218Measured Wealth Private Client Group, LLC$1.2M1
219Linden Thomas Advisory Services, LLC$1.2M1
220EXCHANGE TRADED CONCEPTS, LLC$1.2M1
221Everstar Asset Management, LLC$1.2M1
222Community Bank of Raymore$1.2M1
223Post Resch Tallon Group Inc.$1.1M1
224Sequoia Financial Advisors, LLC$1.1M1
225PRUDENTIAL FINANCIAL INC$1.1M1
226Magnetar Financial LLC$1.1M1
227EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
228Strategic Global Advisors, LLC$1.1M1
229Prospera Financial Services Inc$1.1M1
230Swiss Life Asset Management Ltd$1.1M1
231Intrua Financial, LLC$1.0M1
232LDR Capital Management LLC$1.0M1
233Kovack Advisors, Inc.$1.0M1
234TRUIST FINANCIAL CORP$1.0M1
235Cornerstone Select Advisors, LLC$1.0M1
236INCEPTIONR LLC$1.0M1
237Tower Research Capital LLC (TRC)$993K1
238World Investment Advisors$987K1
239Hennion & Walsh Asset Management, Inc.$984K1
240Values First Advisors, Inc.$984K1
241Frank, Rimerman Advisors LLC$969K1
242Friedenthal Financial$964K1
243SECURIAN ASSET MANAGEMENT, INC$955K1
244Perbak Capital Partners LLP$939K1
245&PARTNERS$935K1
246Kestra Investment Management, LLC$924K1
247DRW Securities, LLC$921K1
248O'SHAUGHNESSY ASSET MANAGEMENT, LLC$915K1
249SIMON QUICK ADVISORS, LLC$881K1
250Compound Planning, Inc.$880K1
251Brevan Howard Capital Management LP$866K1
252Baker Avenue Asset Management, LP$863K1
253Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$830K1
254QUADRANT CAPITAL GROUP LLC$827K1
255Optas, LLC$826K1
256GeoWealth Management, LLC$816K1
257KESTRA PRIVATE WEALTH SERVICES, LLC$816K1
258Western Wealth Management, LLC$812K1
259LITTLE HOUSE CAPITAL LLC$797K1
260Teamwork Financial Advisors, LLC$784K1
261QRG CAPITAL MANAGEMENT, INC.$773K1
262BEACON INVESTMENT ADVISORS LLC$767K1
263US BANCORP \DE\$759K1
264C2C Wealth Management, LLC$759K1
265Apollon Wealth Management, LLC$750K1
266Kera Capital Partners, Inc.$747K1
267Summit Place Financial Advisors, LLC$739K1
268BOOTHBAY FUND MANAGEMENT, LLC$732K1
269Pinion Investment Advisors, LLC$730K1
270Smith Asset Management Co., LLC$723K1
271Sigma Planning Corp$715K1
272LAKE STREET PRIVATE WEALTH, LLC$696K1
273Belpointe Asset Management LLC$689K1
274GUGGENHEIM CAPITAL LLC$687K1
275WealthTrust Axiom LLC$679K1
276Shepherd Financial Partners LLC$676K1
277DoubleLine ETF Adviser LP$671K1
278Convergence Investment Partners, LLC$666K1
279Geneos Wealth Management Inc.$649K1
280Diligent Investors, LLC$649K1
281Ameritas Advisory Services, LLC$643K1
282Invst, LLC$637K1
283Maridea Wealth Management LLC$636K1
284Stillwater Wealth Management Group$635K1
285DAVENPORT & Co LLC$620K1
286Jacobi Capital Management LLC$612K1
287Maryland State Retirement & Pension System$612K1
288Cambria Investment Management, L.P.$610K1
289INDEPENDENT FINANCIAL GROUP, LLC$597K1
290Gallacher Capital Management LLC$595K1
291Groupe la Francaise$576K1
292Norinchukin Bank, The$574K1
293Brooklyn Investment Group$572K1
294Vident Advisory, LLC$569K1
295Lifetime Wealth Management P.C.$556K1
296Cornerstone Wealth Group, LLC$554K1
297Qtron Investments LLC$549K1
298NOVEM GROUP$545K1
299MADDEN SECURITIES Corp$526K1
300Independent Advisor Alliance$523K1
301ProShare Advisors LLC$519K1
302INTEGRITY ALLIANCE, LLC.$516K1
303Robeco Institutional Asset Management B.V.$500K1
304Mitsubishi UFJ Trust & Banking Corp$497K1
305Curi Capital, LLC$496K1
306Bright Futures Wealth Management, LLC.$493K1
307AXQ CAPITAL, LP$489K1
308EP Wealth Advisors, LLC$485K1
309Krilogy Financial LLC$484K1
310GLOBEFLEX CAPITAL L P$480K1
311Center For Asset Management LLC$460K1
312STEPHENS INC /AR/$455K1
313Forvis Mazars Wealth Advisors, LLC$446K1
314Southland Equity Partners LLC$441K1
315Dynamic Technology Lab Private Ltd$438K1
316Great Waters Wealth Management$438K1
317PANAGORA ASSET MANAGEMENT INC$437K1
318Wedmont Private Capital$436K1
319Gateway Wealth Partners, LLC$433K1
320FIFTH THIRD BANCORP$431K1
321Greenfield Savings Bank$427K1
322MOODY NATIONAL BANK TRUST DIVISION$426K1
323HUNTINGTON NATIONAL BANK$426K1
324SHELTON CAPITAL MANAGEMENT$425K1
325Pallas Capital Advisors LLC$423K1
326BANK OF NOVA SCOTIA$422K1
327CSS LLC/IL$418K1
328Mirae Asset Global Investments Co., Ltd.$418K1
329GENTRY PRIVATE WEALTH, LLC$417K1
330Triad Wealth Partners, LLC$416K1
331Beacon Pointe Advisors, LLC$408K1
332PICTON MAHONEY ASSET MANAGEMENT$402K1
333Capital Investment Advisors, LLC$401K1
334CIBC Asset Management Inc$398K1
335Eurizon Capital SGR S.p.A.$398K1
336PRELUDE CAPITAL MANAGEMENT, LLC$397K1
337Savant Capital, LLC$391K1
338HB Wealth Management, LLC$390K1
339SHEETS SMITH WEALTH MANAGEMENT$389K1
340CFO CAPITAL MANAGEMENT LLC$388K1
341Rehmann Capital Advisory Group$386K1
342Keudell/Morrison Wealth Management$384K1
343Sovereign Financial Group, Inc.$380K1
344North Dakota State Investment Board$378K1
345Checchi Capital Advisers, LLC$378K1
346Stratos Wealth Partners, LTD.$369K1
347Triumph Capital Management$364K1
348AE Wealth Management LLC$357K1
349MONECO ADVISORS, LLC$356K1
350JOURNEY STRATEGIC WEALTH LLC$355K1
351WADDELL & ASSOCIATES, LLC$351K1
352Steward Partners Investment Advisory, LLC$351K1
353ENDEAVOR PRIVATE WEALTH, INC.$349K1
354Lido Advisors, LLC$343K1
355Naviter Wealth, LLC$340K1
356MAI Capital Management$340K1
357MCF Advisors LLC$337K1
358Atria Investments, Inc$332K1
359Arax Advisory Partners$327K1
360Cresset Asset Management, LLC$326K1
361Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$325K1
362Callan Family Office, LLC$321K1
363Waverly Advisors, LLC$319K1
364ROMAN BUTLER FULLERTON & CO$318K1
365Equitable Holdings, Inc.$316K1
366FULTON BANK, N.A.$313K1
367Future Financial Wealth Managment LLC$313K1
368Lombard Odier Asset Management (USA) Corp$308K1
369Resurgent Financial Advisors LLC$308K1
370DAYMARK WEALTH PARTNERS, LLC$305K1
371Moors & Cabot, Inc.$300K1
372Meiji Yasuda Asset Management Co Ltd.$299K1
373MASSACHUSETTS FINANCIAL SERVICES CO /MA/$294K1
374Composition Wealth, LLC$293K1
375INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$290K1
376Crossmark Global Holdings, Inc.$290K1
377Havemeyer Place LP$290K1
378CHILDRESS CAPITAL ADVISORS, LLC$287K1
379OFI INVEST ASSET MANAGEMENT$287K1
380PROFUND ADVISORS LLC$283K1
381Stratos Wealth Advisors, LLC$278K1
382Ashton Thomas Private Wealth, LLC$273K1
383Bull Harbor Capital LLC$270K1
384SIGNATUREFD, LLC$268K1
385Balboa Wealth Partners$267K1
386Man Group plc$266K1
387Modern Wealth Management, LLC$265K1
388RF&L WEALTH MANAGEMENT, LLC$264K1
389UNITED CAPITAL FINANCIAL ADVISORS, LLC$262K1
390First Affirmative Financial Network$260K1
391KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$260K1
392Integrated Advisors Network LLC$255K1
393PINNACLE ASSOCIATES LTD$255K1
394Portside Wealth Group, LLC$255K1
395Pine Valley Investments Ltd Liability Co$252K1
396Envestnet Portfolio Solutions, Inc.$250K1
397SAGESPRING WEALTH PARTNERS, LLC$246K1
398Ironwood Financial, llc$244K1
399Perigon Wealth Management, LLC$242K1
400Redhawk Wealth Advisors, Inc.$240K1
401Annis Gardner Whiting Capital Advisors, LLC$238K1
402TWO SIGMA SECURITIES, LLC$237K1
403Prasad Wealth Partners, LLC$237K1
404VestGen Advisors, LLC$232K1
405EVOLVE PRIVATE WEALTH, LLC$232K1
406RENAISSANCE GROUP LLC$229K1
407Bellecapital International Ltd.$228K1
408EXENCIAL WEALTH ADVISORS, LLC$227K1
409Principle Wealth Partners LLC$227K1
410Garden State Investment Advisory Services LLC$227K1
411BENJAMIN EDWARDS INC$225K1
412First City Capital Management, Inc.$224K1
413waypoint wealth counsel$222K1
414Asset One Wealth Management LLC$221K1
415Purus Wealth Management, LLC$219K1
416Commerce Advisors, LLC$219K1
417Impact Partnership Wealth, LLC$219K1
418Berger Financial Group, Inc$216K1
419MERIDIAN INVESTMENT COUNSEL INC.$215K1
420Clear Creek Financial Management, LLC$214K1
421Platform Technology Partners$213K1
422NorthCrest Asset Manangement, LLC$213K1
423Forum Financial Management, LP$212K1
424MQS Management LLC$211K1
425B. Riley Wealth Advisors, Inc.$210K1
426SkyOak Wealth, LLC$208K1
427Diversified Enterprises, LLC$208K1
428Kingsview Wealth Management, LLC$202K1
429Orion Porfolio Solutions, LLC$200K1
430FINANCIAL CONSULATE, INC$169K1
431Aster Capital Management (DIFC) Ltd$160K1
432UMB Bank, n.a.$154K1
433TD Waterhouse Canada Inc.$150K1
434Global Assets Advisory, LLC$131K1
435VIRTUS ADVISERS, LLC$130K1
436Atlantic Edge Private Wealth Management, LLC$124K1
437Pinnacle Wealth Planning Services, Inc.$124K1
438Larson Financial Group LLC$106K1
439Trask Adam Roland$105K1
440FIRST UNITED BANK & TRUST$94.5K1
441NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$90.3K1
442Quarry LP$90.2K1
443Register Financial Advisors LLC$87.6K1
444JNBA Financial Advisors$80.5K1
445Caitong International Asset Management Co., Ltd$76.9K1
446Vanguard National Trust Co$74.1K1
447Axiom Investment Management LLC$69.9K1
448EASTERN BANK$67.2K1
449Hickory Point Bank & Trust$61.4K1
450Addison Advisors LLC$61.3K1
451Glen Eagle Advisors, LLC$60.7K1
452True Wealth Design, LLC$57.2K1
453CNB Bank$56.5K1
454Smartleaf Asset Management LLC$46.6K1
455Key FInancial Inc$45.7K1
456CENTRAL TRUST Co$43.8K1
457ARMSTRONG ADVISORY GROUP, INC$39.4K1
458DiNuzzo Private Wealth, Inc.$35.1K1
459SJS Investment Consulting Inc.$34.8K1
460AMERIFLEX GROUP, INC.$33.6K1
461Atlantic Union Bankshares Corp$30.7K1
462Bank Julius Baer & Co. Ltd, Zurich$30.1K1
463TOMPKINS FINANCIAL CORP$28.9K1
464CANADA LIFE ASSURANCE Co$28.9K1
465REAP Financial Group, LLC$28.4K1
466NFSG Corp$27.2K1
467Wealth Enhancement Trust Services, Inc.$26.3K1
468Manchester Capital Management LLC$25.9K1
469Clearstead Advisors, LLC$25.5K1
470SHP Wealth Management$24.1K1
471BEACON INVESTMENT ADVISORY SERVICES, INC.$21.9K1
472EVOLUTION WEALTH MANAGEMENT INC.$21.9K1
473WEBSTER BANK, N. A.$21.8K1
474Itau Unibanco Holding S.A.$20.9K1
475VISION FINANCIAL MARKETS LLC$20.8K1
476Bangor Savings Bank$20.4K1
477WOLFF WIESE MAGANA LLC$20.2K1
478HM PAYSON & CO$19.4K1
479Blue Trust, Inc.$17.9K1
480Raleigh Capital Management Inc.$16.8K1
481Clearstead Trust, LLC$15.8K1
482Transamerica Financial Advisors, LLC$15.7K1
483BROWN, LISLE/CUMMINGS, INC.$15.3K1
484Prestige Wealth Management Group LLC$15.2K1
485Bell Investment Advisors, Inc$15.2K1
486CHELSEA COUNSEL CO$14.6K1
487Activest Wealth Management$14.1K1
488CHILTON CAPITAL MANAGEMENT LLC$13.8K1
489Parkside Financial Bank & Trust$12.4K1
490ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$12.1K1
491Financial Network Wealth Advisors LLC$11.6K1
492SALEM INVESTMENT COUNSELORS INC$11.5K1
493Darwin Wealth Management, LLC$11.2K1
494Bayforest Capital Ltd$10.9K1
495ALGERT GLOBAL LLC$10.2K1
496Legacy Wealth Managment, LLC/ID$9.9K1
497Treasurer of the State of North Carolina$9.8K1
498MCGUIRE CAPITAL ADVISORS INC$7.9K1
499State of Alaska, Department of Revenue$7.8K1
500DELTA ASSET MANAGEMENT LLC/TN$7.5K1
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 OHI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for OHI · financials and macro

Financials — as filed PLANNED

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