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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $100K–$250K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$100K–$250K
2019-04-02John H. Rutherford R–FL-5SELLTraded 03-19 +14d$1K–$15K
2018-08-20John H. Rutherford R–FL-5BUYTraded 04-18 LATE·124d$1K–$15K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
495HANCOCK WHITNEY CORP— value not disclosed1
496HARBOUR INVESTMENTS, INC.— value not disclosed1
497JONES FINANCIAL COMPANIES LLLP— value not disclosed1
498HSBC HOLDINGS PLC— value not disclosed1
499COMERICA BANK— value not disclosed1
500VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
Truncated by Public Filings. Every one of the 493 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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