Public record / Tickers / OZK

OZK — Bank OZK

Both disclosure regimes on one name: who in Congress filed about OZK, 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
3
all PTR rows naming OZK
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-15
filed 2019-04-15
13F holders
427
top-427 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 2018-12-21 → filed 2019-01-23. Ranked over every OZK row by the provable lower bound, never a point estimate.

No member disclosed OZK 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 OZK 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 OZK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OZK
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2019-04-15Van Taylor R–TX-3Sale · SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2019-01-23Greg Gianforte R–MT-ALPurchaseTraded 2018-12-21 +33d$50K–$100K
2018-12-06Thomas MacArthur R–NJ-3Sale · JT (jointly owned)Traded 10-19 LATE·48d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in OZK

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

No member disclosed OZK in the trailing 12 months.

Congress ↔ notable managers · OZK

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 · BANK OZK LITTLE ROCK ARK

Merged timeline of congressional filings and notable-manager moves on OZK
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+236,734 sh
2026-05-15Bridgewater Associates 13Fadd+64,902 sh
2026-05-15Gotham Asset Management 13Fadd+134 sh
2026-05-14Caxton Associates 13Fadd+12,307 sh

4 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 OZK for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$502M1
2DIMENSIONAL FUND ADVISORS LP$304M1
3STATE STREET CORP$282M1
4WASATCH ADVISORS LP$281M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$246M1
6VANGUARD CAPITAL MANAGEMENT LLC$215M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$176M1
8AMERICAN CENTURY COMPANIES INC$154M1
9FIRST TRUST ADVISORS LP$139M1
101832 Asset Management L.P.$75.4M1
11AQR CAPITAL MANAGEMENT LLC$73.3M1
12MORGAN STANLEY$63.0M1
13Giverny Capital Inc.$56.5M1
14CITADEL ADVISORS LLC$53.0M1
15D. E. Shaw & Co., Inc.$47.3M1
16Invesco Ltd.$45.1M1
17NORTHERN TRUST CORP$43.9M1
18Quantinno Capital Management LP$42.7M1
19RENAISSANCE TECHNOLOGIES LLC$42.2M1
20MILLENNIUM MANAGEMENT LLC$41.7M1
21TWO SIGMA INVESTMENTS, LP$40.5M1
22BANK OF AMERICA CORP /DE/$35.5M1
23WELLINGTON MANAGEMENT GROUP LLP$33.1M1
24VOLORIDGE INVESTMENT MANAGEMENT, LLC$32.0M1
25TUDOR INVESTMENT CORP ET AL$30.6M1
26VANGUARD FIDUCIARY TRUST CO$29.7M1
27Newport Trust Company, LLC$28.1M1
28SEI INVESTMENTS CO$28.0M1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27.0M1
30MACKENZIE FINANCIAL CORP$26.1M1
31ProShare Advisors LLC$24.7M1
32Twin Lions Management LLC$22.3M1
33UBS Group AG$20.9M1
34LPL Financial LLC$20.5M1
35VICTORY CAPITAL MANAGEMENT INC$18.2M1
36Allspring Global Investments Holdings, LLC$17.8M1
37RAYMOND JAMES FINANCIAL INC$15.2M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.2M1
39FRANKLIN RESOURCES INC$13.7M1
40CABOT WEALTH MANAGEMENT INC$13.5M1
41EARNEST PARTNERS LLC$13.2M1
42Bridgewater Associates, LP$13.0M1
43PUBLIC SECTOR PENSION INVESTMENT BOARD$12.7M1
44RICE HALL JAMES & ASSOCIATES, LLC$11.9M1
45ENVESTNET ASSET MANAGEMENT INC$11.9M1
46Hodges Capital Management Inc.$11.5M1
47CITIGROUP INC$11.5M1
48BARCLAYS PLC$11.3M1
49WEYBOSSET RESEARCH & MANAGEMENT LLC$11.0M1
50PRINCIPAL FINANCIAL GROUP INC$10.7M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.6M1
52Allianz Asset Management GmbH$10.4M1
53Point72 Asset Management, L.P.$10.2M1
54Swiss National Bank$9.8M1
55Man Group plc$9.7M1
56ALGEBRIS (UK) LTD$9.4M1
57Edgestream Partners, L.P.$9.3M1
58JANE STREET GROUP, LLC$8.5M1
59SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.2M1
60CI INVESTMENTS INC.$8.2M1
61Numerai GP LLC$7.4M1
62Corient Private Wealth LLC$7.4M1
63Focus Partners Wealth$7.4M1
64Nuveen, LLC$6.8M1
65Vest Financial, LLC$6.7M1
66Hudson Bay Capital Management LP$6.5M1
67Legal & General Group Plc$6.4M1
68ALLIANCEBERNSTEIN L.P.$5.9M1
69Retirement Systems of Alabama$5.8M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.0M1
71Rafferty Asset Management, LLC$4.8M1
72WELLS FARGO & COMPANY/MN$4.7M1
73Brevan Howard Capital Management LP$4.7M1
74CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.6M1
75Squarepoint Ops LLC$4.3M1
76VANGUARD ASSET MANAGEMENT, Ltd$4.3M1
77Connor, Clark & Lunn Investment Management Ltd.$4.2M1
78Villanova Investment Management Co$4.2M1
79Schonfeld Strategic Advisors LLC$4.2M1
80New Age Alpha Advisors, LLC$4.2M1
81JUPITER ASSET MANAGEMENT LTD$4.1M1
82Engineers Gate Manager LP$4.0M1
83MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
84Vanguard Global Advisers, LLC$3.9M1
85MAI Capital Management$3.9M1
86MOODY ALDRICH PARTNERS LLC$3.9M1
87OPPENHEIMER ASSET MANAGEMENT INC.$3.6M1
88Inspire Advisors, LLC$3.5M1
89Ameritas Investment Partners, Inc.$3.4M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.4M1
91Mirae Asset Global Investments Co., Ltd.$3.3M1
92Nitor Capital Management LLC$3.2M1
93FIL Ltd$3.2M1
94Y-Intercept (Hong Kong) Ltd$3.2M1
95MML INVESTORS SERVICES, LLC$3.0M1
96Lighthouse Investment Partners, LLC$2.9M1
97Legacy Capital Wealth Partners, LLC$2.8M1
98Mitsubishi UFJ Trust & Banking Corp$2.8M1
99SummitTX Capital, L.P.$2.8M1
100Empowered Funds, LLC$2.7M1
101Freestone Grove Partners LP$2.6M1
102Naviter Wealth, LLC$2.5M1
103TECTONIC ADVISORS LLC$2.3M1
104Cardinal Capital Management$2.3M1
105ExodusPoint Capital Management, LP$2.3M1
106MONEY CONCEPTS CAPITAL CORP$2.3M1
107Janus Henderson Group Ltd.$2.2M1
108Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
109Baird Financial Group, Inc.$2.1M1
110State of New Jersey Common Pension Fund D$2.1M1
111AXQ CAPITAL, LP$2.1M1
112Summit Trail Advisors, LLC$2.0M1
113COLDSTREAM CAPITAL MANAGEMENT INC$2.0M1
114ROYAL BANK OF CANADA$2.0M1
115Cetera Investment Advisers$2.0M1
116MANGROVE PARTNERS IM, LLC$1.9M1
117BANK OF MONTREAL /CAN/$1.9M1
118Fieldview Capital Management, LLC$1.9M1
119Ensign Peak Advisors, Inc$1.8M1
120Militia Capital Management LLC$1.8M1
121Cerity Partners LLC$1.8M1
122NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.8M1
123Creative Planning$1.8M1
124MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.8M1
125Sowell Financial Services LLC$1.8M1
126HSBC HOLDINGS PLC$1.8M1
127Palogic Value Management, L.P.$1.7M1
128Federation des caisses Desjardins du Quebec$1.7M1
129STEPHENS INC /AR/$1.7M1
130PALISADE CAPITAL MANAGEMENT, LP$1.7M1
131Amundi$1.7M1
132Belleair Asset Management, LLC$1.6M1
133OCCUDO QUANTITATIVE STRATEGIES LP$1.6M1
134FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.6M1
135Focus Partners Advisor Solutions, LLC$1.6M1
136Illinois Municipal Retirement Fund$1.6M1
137CAXTON ASSOCIATES LLP$1.6M1
138Caprock Group, LLC$1.5M1
139FIFTH THIRD BANCORP$1.5M1
140TMB Capital Partners, LLC$1.5M1
141HighTower Advisors, LLC$1.5M1
142Greenfield Seitz Capital Management, LLC$1.4M1
143GREENWOOD GEARHART LLC$1.4M1
144Arizona State Retirement System$1.4M1
145Mariner, LLC$1.3M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
147Parrish Capital LLC$1.3M1
148Voleon Capital Management LP$1.2M1
149Pathstone Holdings, LLC$1.2M1
150CWM, LLC$1.2M1
151LAZARD ASSET MANAGEMENT LLC$1.2M1
152WINTON GROUP Ltd$1.2M1
153Aviance Capital Partners, LLC$1.2M1
154COMMERCE BANK$1.2M1
155COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
156Universal- Beteiligungs- und Servicegesellschaft mbH$1.2M1
157STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
158Vanguard Investments Australia, Ltd.$1.1M1
159Verition Fund Management LLC$1.1M1
160WINCAP FINANCIAL LLC$1.1M1
161STIFEL FINANCIAL CORP$1.1M1
162NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
163CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
164Vestmark Advisory Solutions, Inc.$1.1M1
165OSAIC HOLDINGS, INC.$1.1M1
166Ridgewood Investments LLC$1.0M1
167COOKSON PEIRCE & CO INC$1.0M1
168Harbor Advisors LLC$985K1
169OREGON PUBLIC EMPLOYEES RETIREMENT FUND$979K1
170TRUIST FINANCIAL CORP$968K1
171PRUDENTIAL FINANCIAL INC$961K1
172WORLDQUANT MILLENNIUM ADVISORS LLC$960K1
173MERCER GLOBAL ADVISORS INC /ADV$956K1
174denkapparat Operations GmbH$953K1
175FIRST MANHATTAN CO. LLC.$937K1
176Burford Brothers, Inc.$903K1
177EVOLVE PRIVATE WEALTH, LLC$897K1
178BTC Capital Management, Inc.$893K1
179TD Waterhouse Canada Inc.$853K1
180Pictet Asset Management Holding SA$837K1
181Vanguard Personalized Indexing Management, LLC$791K1
182TWO SIGMA SECURITIES, LLC$790K1
183PENINSULA ASSET MANAGEMENT INC$775K1
184LEVEL FOUR ADVISORY SERVICES, LLC$768K1
185Tidal Investments LLC$757K1
186READYSTATE ASSET MANAGEMENT LP$755K1
187Aviso Financial Inc.$732K1
188NAPLES GLOBAL ADVISORS, LLC$723K1
189FMR LLC$713K1
190Unison Advisors LLC$706K1
191M&T BANK CORP$704K1
192SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$693K1
193Atria Investments, Inc$685K1
194XPONANCE LLC$682K1
195Vident Advisory, LLC$668K1
196Concurrent Investment Advisors, LLC$630K1
197O'SHAUGHNESSY ASSET MANAGEMENT, LLC$628K1
198Hennion & Walsh Asset Management, Inc.$624K1
199Kera Capital Partners, Inc.$616K1
200BURNEY CO/$615K1
201Davis Investment Partners, LLC$615K1
202Elo Mutual Pension Insurance Co$612K1
203Capital Investment Advisors, LLC$604K1
204BANK OF NOVA SCOTIA$603K1
205Verdence Capital Advisors LLC$590K1
206Gilliland Jeter Wealth Management LLC$581K1
207EVERGREEN CAPITAL MANAGEMENT LLC$577K1
208BALYASNY ASSET MANAGEMENT L.P.$571K1
209Chicago Partners Investment Group LLC$568K1
210Total Wealth Planning & Management, Inc.$540K1
211BENJAMIN EDWARDS INC$531K1
212ALPS ADVISORS INC$523K1
213Tower Research Capital LLC (TRC)$520K1
214AGP FRANKLIN, LLC$501K1
215DEUTSCHE BANK AG\$499K1
216INTECH INVESTMENT MANAGEMENT LLC$496K1
217Merit Financial Group, LLC$491K1
218Cornerstone Wealth Management, LLC$488K1
219Parallax Volatility Advisers, L.P.$487K1
220JAMISON PRIVATE WEALTH MANAGEMENT, INC.$483K1
221VOYA INVESTMENT MANAGEMENT LLC$480K1
222STATE OF WISCONSIN INVESTMENT BOARD$478K1
223nVerses Capital, LLC$470K1
224NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$463K1
225Jain Global LLC$460K1
226TWINBEECH CAPITAL LP$460K1
227INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$456K1
228Mustard Seed Financial, LLC$441K1
229EP Wealth Advisors, LLC$438K1
230Rockefeller Capital Management L.P.$423K1
231CHOREO, LLC$417K1
232GTS SECURITIES LLC$411K1
233Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$401K1
234ARKANSAS FINANCIAL GROUP, INC.$399K1
235Walleye Trading LLC$398K1
236Forvis Mazars Wealth Advisors, LLC$389K1
237Integrated Advisors Network LLC$380K1
238FEDERATED HERMES, INC.$379K1
239HUB Investment Partners, LLC$376K1
240UNITED CAPITAL FINANCIAL ADVISORS, LLC$373K1
241XTX Topco Ltd$369K1
242&PARTNERS$357K1
243ACORN FINANCIAL ADVISORY SERVICES INC /ADV$353K1
244SECURIAN ASSET MANAGEMENT, INC$348K1
245Inscription Capital, LLC$347K1
246Advisors Capital Management, LLC$337K1
247Savant Capital, LLC$336K1
248Sigma Planning Corp$330K1
249COMMONWEALTH EQUITY SERVICES, LLC$323K1
250Swiss Life Asset Management Ltd$313K1
251REGIONS FINANCIAL CORP$310K1
252Frec Markets, Inc.$310K1
253D.A. DAVIDSON & CO.$297K1
254Bank OZK$288K1
255Crossmark Global Holdings, Inc.$286K1
256Callan Family Office, LLC$279K1
257Abel Hall, LLC$277K1
258PANAGORA ASSET MANAGEMENT INC$270K1
259Gotham Asset Management, LLC$268K1
260NATIONAL BANK OF CANADA /FI/$266K1
261Sagewood Asset Management LP$263K1
262Millennium Capital Advisors, LLC$261K1
263Utah Retirement Systems$259K1
264BANK OF NOVA SCOTIA TRUST CO$256K1
265Pallas Capital Advisors LLC$251K1
266QUADRANT CAPITAL GROUP LLC$246K1
267Calamos Advisors LLC$246K1
268Calamos Wealth Management LLC$246K1
269HB Wealth Management, LLC$246K1
270GUGGENHEIM CAPITAL LLC$244K1
271PRINCIPAL SECURITIES, INC.$240K1
272AIGEN INVESTMENT MANAGEMENT, LP$239K1
273Mendel Capital Management LLC$238K1
274SAGESPRING WEALTH PARTNERS, LLC$237K1
275Forefront Wealth Partners, LLC$237K1
276BTG Pactual Asset Management US LLC$234K1
277Maryland State Retirement & Pension System$228K1
278MGO ONE SEVEN LLC$227K1
279Baker Avenue Asset Management, LP$225K1
280Private Advisor Group, LLC$215K1
281Paragon Capital Management Ltd$210K1
282State of Wyoming$209K1
283Wedmont Private Capital$208K1
284HHM Wealth Advisors, LLC$207K1
285FOX RUN MANAGEMENT, L.L.C.$205K1
286BlackDiamond Wealth Management, LLC$204K1
287Bridgefront Capital, LLC$202K1
288Aaron Wealth Advisors LLC$200K1
289Pinnacle Wealth Planning Services, Inc.$174K1
290US BANCORP \DE\$173K1
291MATHER GROUP, LLC.$161K1
292Walleye Capital LLC$138K1
293Larson Financial Group LLC$98.2K1
294Arax Advisory Partners$94.1K1
295BNP Paribas Asset Management Holding S.A.$93.7K1
296Transamerica Financial Advisors, LLC$92.7K1
297SIGNATUREFD, LLC$81.6K1
298UMB Bank, n.a.$73.2K1
299NOMURA ASSET MANAGEMENT CO LTD$62.9K1
300Bayforest Capital Ltd$47.5K1
301Signature Equity Partners, LLC$39.3K1
302MCF Advisors LLC$35.7K1
303ASSETMARK, INC$31.1K1
304Investors Research Corp$27.5K1
305Smartleaf Asset Management LLC$27.3K1
306Allworth Financial LP$27.0K1
307Parkside Financial Bank & Trust$26.4K1
308TOTH FINANCIAL ADVISORY CORP$25.7K1
309Steward Partners Investment Advisory, LLC$25.5K1
310SJS Investment Consulting Inc.$22.0K1
311Aster Capital Management (DIFC) Ltd$19.0K1
312Key FInancial Inc$18.8K1
313Geneos Wealth Management Inc.$18.4K1
314Copeland Capital Management, LLC$17.4K1
315ALGERT GLOBAL LLC$16.5K1
316FOSTER DYKEMA CABOT & PARTNERS, LLC$15.6K1
317Blue Trust, Inc.$15.5K1
318Treasurer of the State of North Carolina$15.4K1
319Aquatic Capital Management LLC$12.2K1
320Clark Wealth Partners$12.0K1
321Inspire Investing, LLC$10.0K1
322WPG Advisers, LLC$9.6K1
323Destiny Wealth Partners, LLC$9.2K1
324Clearstead Advisors, LLC$9.0K1
325DELTA ASSET MANAGEMENT LLC/TN$8.5K1
326HRT FINANCIAL LP$7.6K1
327True Wealth Design, LLC$7.4K1
328GSA CAPITAL PARTNERS LLP$6.2K1
329CVA Family Office, LLC$5.4K1
330JNBA Financial Advisors$5.1K1
331South Dakota Investment Council$5.0K1
332CBIZ Investment Advisory Services, LLC$4.5K1
333Wall Street Financial Group, Inc.$3.8K1
334JFS WEALTH ADVISORS, LLC$3.5K1
335CANADA LIFE ASSURANCE Co$3.0K1
336Millstone Evans Group, LLC$2.7K1
337Bell Investment Advisors, Inc$2.6K1
338Sapience Investments, LLC$2.2K1
339Physician Wealth Advisors, Inc.$2.2K1
340Kilter Group LLC$1.9K1
341GILPIN WEALTH MANAGEMENT, LLC$1.8K1
342Owl Creek Wealth Partners LLC$1.7K1
343NATIXIS ADVISORS, LLC$1.4K1
344Prestige Wealth Management Group LLC$1.4K1
345THRIVENT FINANCIAL FOR LUTHERANS$1.3K1
346Cambridge Investment Research Advisors, Inc.$1.2K1
347Annis Gardner Whiting Capital Advisors, LLC$1.1K1
348DiNuzzo Private Wealth, Inc.$1.1K1
349Westfuller Advisors, LLC$8331
350Rialto Wealth Management, LLC$8271
351State of Alaska, Department of Revenue$6901
352SouthState Bank Corp$6891
353Cromwell Holdings LLC$6881
354DekaBank Deutsche Girozentrale$6801
355PARK AVENUE SECURITIES LLC$5051
356HFM Investment Advisors, LLC$5051
357Vermillion Wealth Management, Inc.$4591
358Vestcor Inc$3551
359STEVENS CAPITAL MANAGEMENT LP$3191
360Hunter Perkins Capital Management, LLC$2971
361MV CAPITAL MANAGEMENT, INC.$2301
362KBC Group NV$1511
363Caitlin John, LLC$1381
364Avion Wealth$11
365Jefferies Financial Group Inc.$01
366VANGUARD GROUP INC$01
367GLENMEDE TRUST CO NA$01
368TEACHER RETIREMENT SYSTEM OF TEXAS$01
369Brandywine Global Investment Management, LLC$01
370COMERICA BANK$01
371ACADIAN ASSET MANAGEMENT LLC$01
372GROUP ONE TRADING LLC$01
373TORONTO DOMINION BANK$01
374VIRGINIA RETIREMENT SYSTEMS ET Al$01
375CSS LLC/IL$01
376PROFUND ADVISORS LLC$01
377HUSSMAN STRATEGIC ADVISORS, INC.$01
378CIBC Private Wealth Group LLC$01
379Graham Capital Management, L.P.$01
380Senvest Management, LLC$01
381Philadelphia Financial Management of San Francisco, LLC$01
382Weiss Asset Management LP$01
383NORGES BANK$01
384PRELUDE CAPITAL MANAGEMENT, LLC$01
385PEAK6 LLC$01
386Ruffer LLP$01
387OXFORD ASSET MANAGEMENT LLP$01
388IMC-Chicago, LLC$01
389TWO SIGMA ADVISERS, LP$01
390DRW Securities, LLC$01
391TCTC Holdings, LLC$01
392Black Maple Capital Management LP$01
393Sequoia Financial Advisors, LLC$01
394Trexquant Investment LP$01
395Oliver Luxxe Assets LLC$01
396AWH Capital, L.P.$01
397DV Trading LLC$01
398Sawyer & Company, Inc$01
399Qube Research & Technologies Ltd$01
400Global Retirement Partners, LLC$01
401MQS Management LLC$01
402Cynosure Group, LLC$01
403Sanctuary Advisors, LLC$01
404INCEPTIONR LLC$01
405Kestra Advisory Services, LLC$01
406Militia Capital Partners, LP$01
407MMA ASSET MANAGEMENT LLC$01
408Mach-1 Financial Group, LLC$01
409NFSG Corp$01
410AlphaQuest LLC$01
411Forum Financial Management, LP$01
412SageView Advisory Group, LLC$01
413Dunhill Financial, LLC$01
414Caitong International Asset Management Co., Ltd$01
415Quarry LP$01
416Legacy Capital Group California, Inc.$01
417Ballast Asset Management, LP$01
418Turning Point Benefit Group, Inc.$01
419QSV Equity Investors LLC$01
420Private Wealth Management Group, LLC$01
421Reyes Financial Architecture, Inc.$01
422OPTIMA CAPITAL LLC$01
423MASECO LLP$01
424MidFirst Bank$01
425American Wealth Advisors, LLC$01
426Keating Financial Advisory Services, Inc.$01
427Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 427 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 OZK

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for OZK · financials and macro

Financials — as filed PLANNED

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