Public record / Tickers / OLED

OLED — UNIVERSAL DISPLAY CORP \PA\

Both disclosure regimes on one name: who in Congress filed about OLED, 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
27
all PTR rows naming OLED
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-28
filed 2020-10-28
13F holders
447
top-447 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

Alan S. Lowenthal · $1.0K–$15.0K

Sale · traded 2020-10-20 → filed 2020-10-28. Ranked over every OLED row by the provable lower bound, never a point estimate.

No member disclosed OLED 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

No dated OLED 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 OLED · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OLED
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-10-28Alan S. Lowenthal D–CA-47Sale · SP (spouse-owned)Traded 10-20 +8damount unparsed
2020-10-28Alan S. Lowenthal D–CA-47Sale · SP (spouse-owned)Traded 10-20 +8d$1K–$15K
2020-10-28Alan S. Lowenthal D–CA-47Sale · partial · SP (partial sale, spouse-owned)Traded 10-19 +9damount unparsed
2020-10-28Alan S. Lowenthal D–CA-47Sale · partial · SP (partial sale, spouse-owned)Traded 10-19 +9d$1K–$15K
2020-10-28Alan S. Lowenthal D–CA-47Sale · partial · SP (partial sale, spouse-owned)Traded 10-16 +12damount unparsed
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 27 ↗

Members active in OLED

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

No member disclosed OLED in the trailing 12 months.

Congress ↔ notable managers · OLED

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

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

Merged timeline of congressional filings and notable-manager moves on OLED
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−31,207 sh
2026-05-14Caxton Associates 13Fadd+24,977 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

full holders view ↗
Top institutional holders of OLED for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$393M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$268M1
3PRIMECAP MANAGEMENT CO/CA/$200M1
4VANGUARD CAPITAL MANAGEMENT LLC$181M1
5STATE STREET CORP$166M1
6ALLIANCEBERNSTEIN L.P.$125M1
7GEODE CAPITAL MANAGEMENT, LLC$115M1
8FIRST TRUST ADVISORS LP$89.5M1
9DIMENSIONAL FUND ADVISORS LP$69.4M1
10BROWN ADVISORY INC$59.4M1
11WELLS FARGO & COMPANY/MN$54.8M1
12UBS Group AG$54.8M1
13Copeland Capital Management, LLC$53.3M1
14XXEC, Inc.$45.6M1
15Amundi$42.1M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$38.2M1
17MORGAN STANLEY$37.8M1
18NORTHERN TRUST CORP$35.6M1
19RAYMOND JAMES FINANCIAL INC$34.1M1
20VOLORIDGE INVESTMENT MANAGEMENT, LLC$32.2M1
21Bank of New York Mellon Corp$31.8M1
22CITADEL ADVISORS LLC$27.7M1
23ENVESTNET ASSET MANAGEMENT INC$26.6M1
24VANGUARD FIDUCIARY TRUST CO$25.3M1
25SEGALL BRYANT & HAMILL, LLC$24.6M1
26Quantinno Capital Management LP$23.0M1
27TWO SIGMA INVESTMENTS, LP$22.9M1
28AVENIR CORP$21.1M1
29Janus Henderson Group Ltd.$20.7M1
30GRIFFIN ASSET MANAGEMENT, INC.$18.9M1
31Invesco Ltd.$17.9M1
32SYSTEMATIC FINANCIAL MANAGEMENT LP$17.7M1
33ADAGE CAPITAL PARTNERS GP, L.L.C.$17.4M1
34STIFEL FINANCIAL CORP$16.8M1
35Hardman Johnston Global Advisors LLC$14.8M1
36Triodos Investment Management BV$14.7M1
37Grantham, Mayo, Van Otterloo & Co. LLC$13.9M1
38ROYAL BANK OF CANADA$13.6M1
39CITIGROUP INC$13.6M1
40Corient Private Wealth LLC$12.9M1
41JENNISON ASSOCIATES LLC$12.9M1
42MILLENNIUM MANAGEMENT LLC$12.5M1
43Crossmark Global Holdings, Inc.$11.9M1
44S SQUARED TECHNOLOGY, LLC$11.5M1
45RENAISSANCE TECHNOLOGIES LLC$11.5M1
46BANK OF AMERICA CORP /DE/$11.4M1
47SEI INVESTMENTS CO$11.3M1
48AQR CAPITAL MANAGEMENT LLC$11.3M1
49M&G Plc$10.5M1
50FRONTIER CAPITAL MANAGEMENT CO LLC$10.1M1
51JANE STREET GROUP, LLC$9.7M1
52D. E. Shaw & Co., Inc.$9.5M1
53Man Group plc$9.4M1
54INTECH INVESTMENT MANAGEMENT LLC$9.3M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.3M1
56PRINCIPAL FINANCIAL GROUP INC$9.0M1
57Swiss National Bank$8.2M1
58Retirement Systems of Alabama$7.7M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$7.6M1
60BARCLAYS PLC$7.2M1
61LHM, INC.$6.8M1
62KORNITZER CAPITAL MANAGEMENT INC /KS$6.8M1
63Nuveen, LLC$6.7M1
64Y-Intercept (Hong Kong) Ltd$6.4M1
65GENERAL AMERICAN INVESTORS CO INC$6.0M1
66SORA INVESTORS LLC$6.0M1
67UniSuper Management Pty Ltd$5.8M1
68ProShare Advisors LLC$5.7M1
69Legal & General Group Plc$5.6M1
70Vest Financial, LLC$5.4M1
71Walleye Capital LLC$5.2M1
72Sargent Investment Group, LLC$5.2M1
73Polar Asset Management Partners Inc.$5.1M1
74Squarepoint Ops LLC$4.8M1
75OPPENHEIMER & CO INC$4.7M1
76AMERIPRISE FINANCIAL INC$4.6M1
77WELLINGTON MANAGEMENT GROUP LLP$4.6M1
78STATE OF WISCONSIN INVESTMENT BOARD$4.6M1
79Cetera Investment Advisers$4.6M1
80TRUIST FINANCIAL CORP$4.6M1
81Holocene Advisors, LP$4.3M1
82LPL Financial LLC$4.2M1
83Baird Financial Group, Inc.$4.2M1
84CAXTON ASSOCIATES LLP$4.0M1
85VANGUARD ASSET MANAGEMENT, Ltd$3.8M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.6M1
87PRINCETON CAPITAL MANAGEMENT LLC$3.5M1
88Numerai GP LLC$3.4M1
89Assenagon Asset Management S.A.$3.1M1
90Pathstone Holdings, LLC$3.0M1
91Vestmark Advisory Solutions, Inc.$2.9M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.8M1
93AMERICAN CENTURY COMPANIES INC$2.8M1
94Sterling Capital Management LLC$2.7M1
95Future Fund LLC$2.7M1
96NewEdge Wealth, LLC$2.6M1
97HSBC HOLDINGS PLC$2.4M1
98Gotham Asset Management, LLC$2.4M1
99Summit Trail Advisors, LLC$2.4M1
100BNP Paribas Asset Management Holding S.A.$2.4M1
101AXQ CAPITAL, LP$2.3M1
102Quantbot Technologies LP$2.3M1
103GLENMEDE TRUST CO NA$2.3M1
104OSAIC HOLDINGS, INC.$2.2M1
105MIRABELLA FINANCIAL SERVICES LLP$2.2M1
106NEW YORK STATE COMMON RETIREMENT FUND$2.1M1
107One Capital Management, LLC$2.0M1
108MetLife Investment Management, LLC$2.0M1
109RICE HALL JAMES & ASSOCIATES, LLC$2.0M1
110ICON ADVISERS INC/CO$2.0M1
111Engineers Gate Manager LP$1.9M1
112DANSKE BANK A/S$1.8M1
113State of New Jersey Common Pension Fund D$1.8M1
114PEAK6 LLC$1.7M1
115Vanguard Global Advisers, LLC$1.6M1
116SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
117Atria Investments, Inc$1.6M1
118Sanctuary Advisors, LLC$1.6M1
119Empowered Funds, LLC$1.6M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
121FIFTH THIRD BANCORP$1.6M1
122Oak Thistle LLC$1.6M1
123MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.6M1
124Creative Planning$1.5M1
125WORLDQUANT MILLENNIUM ADVISORS LLC$1.5M1
126AMG National Trust Bank$1.5M1
127&PARTNERS$1.4M1
128Atlantic Union Bankshares Corp$1.4M1
129MONEY CONCEPTS CAPITAL CORP$1.4M1
130CREDIT AGRICOLE S A$1.3M1
131Federation des caisses Desjardins du Quebec$1.3M1
132PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.3M1
133Cascade Investment Advisors, Inc.$1.3M1
134Mill Creek Capital Advisors, LLC$1.3M1
135Tidal Investments LLC$1.3M1
136WINTON GROUP Ltd$1.2M1
137YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
138Ledgewood Wealth Advisors, LLC$1.2M1
139Arizona State Retirement System$1.1M1
140Linden Thomas Advisory Services, LLC$1.1M1
141Cardinal Capital Management$1.1M1
142EntryPoint Capital, LLC$1.1M1
143Universal- Beteiligungs- und Servicegesellschaft mbH$1.1M1
144MONTAG A & ASSOCIATES INC$1.1M1
145LECAP ASSET MANAGEMENT LTD$1.0M1
146Bronte Capital Management Pty Ltd.$1.0M1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M1
148Sigma Planning Corp$995K1
149Vanguard Investments Australia, Ltd.$994K1
150GUGGENHEIM CAPITAL LLC$985K1
151DEUTSCHE BANK AG\$980K1
152STATE OF MICHIGAN RETIREMENT SYSTEM$972K1
153DAVENPORT & Co LLC$971K1
154Edgestream Partners, L.P.$969K1
155HUSSMAN STRATEGIC ADVISORS, INC.$962K1
156Jain Global LLC$962K1
157Dynamic Technology Lab Private Ltd$948K1
158INCEPTIONR LLC$941K1
159PFG Investments, LLC$918K1
160Pinnacle Financial Partners, Inc.$918K1
161Capital Group Private Client Services, Inc.$917K1
162NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$908K1
163KLP KAPITALFORVALTNING AS$907K1
164Perbak Capital Partners LLP$888K1
165Sunstone Asset Management, L.P.$845K1
166AGF MANAGEMENT LTD$834K1
167OREGON PUBLIC EMPLOYEES RETIREMENT FUND$833K1
168AMERICAN ASSETS INC$777K1
169COMMONWEALTH EQUITY SERVICES, LLC$776K1
170Ameritas Investment Partners, Inc.$743K1
171Diversified Trust Co$683K1
172Pictet Asset Management Holding SA$675K1
173NATIXIS$662K1
174Orion Porfolio Solutions, LLC$659K1
175VICTORY CAPITAL MANAGEMENT INC$639K1
176HighTower Advisors, LLC$632K1
177WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$608K1
178BANK OF MONTREAL /CAN/$605K1
179Clear Creek Financial Management, LLC$594K1
180XPONANCE LLC$586K1
181Aquatic Capital Management LLC$580K1
182MOODY NATIONAL BANK TRUST DIVISION$573K1
183MERCER GLOBAL ADVISORS INC /ADV$572K1
184Lido Advisors, LLC$557K1
185BOOTHBAY FUND MANAGEMENT, LLC$553K1
186SummitTX Capital, L.P.$546K1
187NORTH STAR ASSET MANAGEMENT INC$535K1
188XTX Topco Ltd$534K1
189Brevan Howard Capital Management LP$525K1
190Apollon Wealth Management, LLC$522K1
191Apella Capital, LLC$490K1
192MML INVESTORS SERVICES, LLC$471K1
193CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$467K1
194D.A. DAVIDSON & CO.$467K1
195MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$451K1
196Freestone Grove Partners LP$447K1
197FOX RUN MANAGEMENT, L.L.C.$444K1
198Ethic Inc.$436K1
199Green Alpha Advisors, LLC$427K1
200Wilmington Savings Fund Society, FSB$419K1
201QUADRANT CAPITAL GROUP LLC$412K1
202Qsemble Capital Management, LP$406K1
203FMR LLC$397K1
204Vontobel Holding Ltd.$395K1
205AVIVA PLC$395K1
206U.S. Capital Wealth Advisors, LLC$371K1
207Destination Wealth Management$362K1
208Impact Capital Partners LLC$359K1
209Focus Partners Wealth$359K1
210Alchemi Wealth, LLC$357K1
211Forum Financial Management, LP$357K1
212Vanguard Personalized Indexing Management, LLC$355K1
213Cerity Partners LLC$351K1
214Mariner, LLC$346K1
215Leonteq Securities AG$333K1
216Chicago Partners Investment Group LLC$333K1
217Connor, Clark & Lunn Investment Management Ltd.$325K1
218Vise Technologies, Inc.$324K1
219Bernardo Wealth Planning LLC$321K1
220TEACHER RETIREMENT SYSTEM OF TEXAS$319K1
221LVW Advisors, LLC$318K1
222Gibbs Wealth Management$313K1
223MQS Management LLC$309K1
224Snowden Capital Advisors LLC$308K1
225ELEVATION POINT WEALTH PARTNERS, LLC$308K1
226EVERGREEN CAPITAL MANAGEMENT LLC$307K1
227Circle Wealth Management, LLC$306K1
228OCCUDO QUANTITATIVE STRATEGIES LP$301K1
229111 Capital$295K1
230VOYA INVESTMENT MANAGEMENT LLC$293K1
231SECURIAN ASSET MANAGEMENT, INC$292K1
232Lombard Odier Asset Management (USA) Corp$291K1
233Strid Group, LLC$289K1
234Qube Research & Technologies Ltd$285K1
235Swiss Life Asset Management Ltd$280K1
236Founders Financial Alliance, LLC$280K1
237ELCO Management Co., LLC$275K1
238PROFUND ADVISORS LLC$264K1
239Envestnet Portfolio Solutions, Inc.$258K1
240US BANCORP \DE\$251K1
241DnB Asset Management AS$239K1
242PRUDENTIAL PLC$238K1
243PRUDENTIAL FINANCIAL INC$237K1
244FRANKLIN RESOURCES INC$236K1
245HUB Investment Partners, LLC$234K1
246WEALTH ALLIANCE, LLC$230K1
247SEB Asset Management AB$229K1
248Advisors Asset Management, Inc.$229K1
249Centiva Capital, LP$229K1
250PARSONS CAPITAL MANAGEMENT INC/RI$222K1
251IMC-Chicago, LLC$220K1
252PERSONAL CFO SOLUTIONS, LLC$218K1
253RMR Wealth Builders$214K1
254FULCRUM WEALTH ADVISORS, LLC$213K1
255Utah Retirement Systems$213K1
256MACKENZIE FINANCIAL CORP$211K1
257NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$207K1
258Ensign Peak Advisors, Inc$205K1
259FEDERATED HERMES, INC.$202K1
260Annex Advisory Services, LLC$202K1
261TWINBEECH CAPITAL LP$202K1
262INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$187K1
263Rockefeller Capital Management L.P.$179K1
264Tower Research Capital LLC (TRC)$150K1
265Steward Partners Investment Advisory, LLC$146K1
266CWM, LLC$137K1
267Destiny Wealth Partners, LLC$121K1
268State of Wyoming$109K1
269Allworth Financial LP$104K1
270MEEDER ASSET MANAGEMENT INC$102K1
271CENTRAL TRUST Co$101K1
272Arax Advisory Partners$98.3K1
273Clearstead Trust, LLC$91.7K1
274Spire Wealth Management$82.7K1
275Eurizon Capital SGR S.p.A.$68.5K1
276HM PAYSON & CO$67.3K1
277DUNCKER STREETT & CO INC$65.6K1
278MAI Capital Management$57.8K1
279Quarry LP$56.3K1
280Global X Japan Co., Ltd.$44.5K1
281UMB Bank, n.a.$38.8K1
282NOMURA ASSET MANAGEMENT CO LTD$26.6K1
283TD Waterhouse Canada Inc.$23.4K1
284Field & Main Bank$22.9K1
285Measured Wealth Private Client Group, LLC$21.5K1
286SIGNATUREFD, LLC$20.6K1
287ASSETMARK, INC$17.0K1
288Larson Financial Group LLC$15.7K1
289PRIVATE TRUST CO NA$13.8K1
290Cassaday & Co Wealth Management LLC$13.7K1
291Quaker Wealth Management, LLC$12.8K1
292ENTRUST FINANCIAL LLC$12.7K1
293Mitsubishi UFJ Asset Management Co., Ltd.$11.8K1
294HRT FINANCIAL LP$11.8K1
295SHP Wealth Management$10.8K1
296NBT BANK, N.A.$9.3K1
297SBI Securities Co., Ltd.$9.2K1
298Trifecta Capital Advisors, LLC$9.2K1
299Paladin Partners, LLC$9.2K1
300SALEM INVESTMENT COUNSELORS INC$7.8K1
301Geneos Wealth Management Inc.$6.9K1
302WPG Advisers, LLC$6.6K1
303Transamerica Financial Advisors, LLC$5.7K1
304ACADIAN ASSET MANAGEMENT LLC$5.2K1
305Truvestments Capital LLC$4.4K1
306Smartleaf Asset Management LLC$4.2K1
307NISA INVESTMENT ADVISORS, LLC$3.9K1
308VAN ECK ASSOCIATES CORP$3.9K1
309NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3.7K1
310GSA CAPITAL PARTNERS LLP$3.6K1
311FARMERS & MERCHANTS INVESTMENTS INC$3.6K1
312WOLFF WIESE MAGANA LLC$3.3K1
313Richardson Capital Management LLC$3.0K1
314ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.7K1
315CANADA LIFE ASSURANCE Co$2.7K1
316MidFirst Bank$2.6K1
317Financial Network Wealth Advisors LLC$2.1K1
318DekaBank Deutsche Girozentrale$2.1K1
319SITTNER & NELSON, LLC$1.8K1
320Bell Investment Advisors, Inc$1.8K1
321AMALGAMATED BANK$1.8K1
322Treasurer of the State of North Carolina$1.7K1
323THRIVENT FINANCIAL FOR LUTHERANS$1.7K1
324WealthCollab, LLC$1.5K1
325JPL Wealth Management, LLC$1.4K1
326Keating Financial Advisory Services, Inc.$1.4K1
327TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.2K1
328True Wealth Design, LLC$1.1K1
329ALGERT GLOBAL LLC$1.0K1
330Parkside Financial Bank & Trust$1.0K1
331Raleigh Capital Management Inc.$1.0K1
332Clearstead Advisors, LLC$9171
333CVA Family Office, LLC$9171
334JFS WEALTH ADVISORS, LLC$8251
335Pinnacle Wealth Planning Services, Inc.$8251
336Virtu Financial LLC$7981
337HARBOR CAPITAL ADVISORS, INC.$6891
338Arlington Trust Co LLC$6421
339Wall Street Financial Group, Inc.$6421
340Retirement Wealth Solutions LLC$4761
341SouthState Bank Corp$4591
342Manchester Capital Management LLC$4591
343Marquette Asset Management, LLC$4591
344GILPIN WEALTH MANAGEMENT, LLC$4591
345Cromwell Holdings LLC$4581
346PEAPACK GLADSTONE FINANCIAL CORP$4571
347Stolper Co$4171
348State of Alaska, Department of Revenue$4011
349PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4001
350DiNuzzo Private Wealth, Inc.$3671
351American Capital Advisory, LLC$2751
352HFM Investment Advisors, LLC$1831
353MASECO LLP$1831
354Smithfield Trust Co$1561
355KBC Group NV$1091
356Signature Equity Partners, LLC$961
357MV CAPITAL MANAGEMENT, INC.$921
358Vermillion Wealth Management, Inc.$921
359Avalon Trust Co$921
360TFC Financial Management, Inc.$921
361Activest Wealth Management$921
362SJS Investment Consulting Inc.$921
363Rialto Wealth Management, LLC$921
364Centerpoint Advisors, LLC$181
365BANK OF NOVA SCOTIA$01
366M&T BANK CORP$01
367VANGUARD GROUP INC$01
368FIL Ltd$01
369CALTON & ASSOCIATES, INC.$01
370CAMBIAR INVESTORS LLC$01
371BAHL & GAYNOR INC$01
372COMERICA BANK$01
373NATIONAL BANK OF CANADA /FI/$01
374TORONTO DOMINION BANK$01
375VIRGINIA RETIREMENT SYSTEMS ET Al$01
376DEPRINCE RACE & ZOLLO INC$01
377COMMERCE BANK$01
378NATIXIS ADVISORS, LLC$01
379CIBC WORLD MARKETS CORP$01
380PARK AVENUE SECURITIES LLC$01
381FIRST CITIZENS BANK & TRUST CO$01
382ALLIANZ SE$01
383NEW YORK LIFE INVESTMENT MANAGEMENT LLC$01
384Chesley Taft & Associates LLC$01
385CANADA PENSION PLAN INVESTMENT BOARD$01
386CIBC Private Wealth Group LLC$01
387Epoch Investment Partners, Inc.$01
388NORGES BANK$01
389Walleye Trading LLC$01
390O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
391Korea Investment CORP$01
392SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
393BENJAMIN EDWARDS INC$01
394Verition Fund Management LLC$01
395Skandinaviska Enskilda Banken AB (publ)$01
396PICTON MAHONEY ASSET MANAGEMENT$01
397Prospera Financial Services Inc$01
398Spectrum Strategic Capital Management, LLC$01
399Sequoia Financial Advisors, LLC$01
400Point72 Asset Management, L.P.$01
401MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
402Greenhouse Funds LLLP$01
403Koshinski Asset Management, Inc.$01
404Trexquant Investment LP$01
405Schonfeld Strategic Advisors LLC$01
406Connecticut Wealth Management, LLC$01
407AE Wealth Management LLC$01
408Caption Management, LLC$01
409Steigerwald, Gordon & Koch Inc.$01
410CreativeOne Wealth, LLC$01
411Vident Advisory, LLC$01
412Global Retirement Partners, LLC$01
413Farringdon Capital, Ltd.$01
414Analog Century Management LP$01
415Costello Asset Management, INC$01
416Salomon & Ludwin, LLC$01
417Advisor OS, LLC$01
418Avion Wealth$01
419Maryland State Retirement & Pension System$01
420CBIZ Investment Advisory Services, LLC$01
421Firestone Capital Management$01
422CERTUITY, LLC$01
423Elevated Capital Advisors, LLC$01
424Kestra Advisory Services, LLC$01
425Montanaro Asset Management Ltd$01
426Legacy Wealth Asset Management, LLC$01
427Blue Trust, Inc.$01
428AlphaQuest LLC$01
429KINTRA WEALTH, LLC$01
430Stiles Financial Services Inc$01
431AXXCESS WEALTH MANAGEMENT, LLC$01
432SageView Advisory Group, LLC$01
433iSAM Funds (UK) Ltd$01
434AI-Squared Management Ltd$01
435Dunhill Financial, LLC$01
436Caitong International Asset Management Co., Ltd$01
437ELEVATION WEALTH PARTNERS, LLC$01
438NORDEN GROUP LLC$01
439Marex Group Ltd$01
440Concurrent Investment Advisors, LLC$01
441Private Wealth Management Group, LLC$01
442Scientech Research LLC$01
443Heritage Family Offices, LLP$01
444Aster Capital Management (DIFC) Ltd$01
445Rockbridge Asset Management LLC$01
446OPTIMA CAPITAL LLC$01
447Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 447 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 OLED

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for OLED · financials and macro

Financials — as filed PLANNED

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