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

Alan S. Lowenthal · $1.0K–$15.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-10-28Alan S. Lowenthal D–CA-47SELL SP (spouse-owned)Traded 10-20 +8d—amount unparsed
2020-10-28Alan S. Lowenthal D–CA-47SELL SP (spouse-owned)Traded 10-20 +8d$1K–$15K
2020-10-28Alan S. Lowenthal D–CA-47SELL partial · SP (partial sale, spouse-owned)Traded 10-19 +9d—amount unparsed
2020-10-28Alan S. Lowenthal D–CA-47SELL partial · SP (partial sale, spouse-owned)Traded 10-19 +9d$1K–$15K
2020-10-28Alan S. Lowenthal D–CA-47SELL partial · SP (partial sale, spouse-owned)Traded 10-16 +12d—amount unparsed
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · 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

full holders view ↗
Top institutional holders of OLED for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
366M&T BANK CORP— value not disclosed1
367VANGUARD GROUP INC— value not disclosed1
368FIL Ltd— value not disclosed1
369CALTON & ASSOCIATES, INC.— value not disclosed1
370CAMBIAR INVESTORS LLC— value not disclosed1
371BAHL & GAYNOR INC— value not disclosed1
372COMERICA BANK— value not disclosed1
373NATIONAL BANK OF CANADA /FI/— value not disclosed1
374TORONTO DOMINION BANK— value not disclosed1
375VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
376DEPRINCE RACE & ZOLLO INC— value not disclosed1
377COMMERCE BANK— value not disclosed1
378NATIXIS ADVISORS, LLC— value not disclosed1
379CIBC WORLD MARKETS CORP— value not disclosed1
380PARK AVENUE SECURITIES LLC— value not disclosed1
381FIRST CITIZENS BANK & TRUST CO— value not disclosed1
382ALLIANZ SE— value not disclosed1
383NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
384Chesley Taft & Associates LLC— value not disclosed1
385CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
386CIBC Private Wealth Group LLC— value not disclosed1
387Epoch Investment Partners, Inc.— value not disclosed1
388NORGES BANK— value not disclosed1
389Walleye Trading LLC— value not disclosed1
390O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
391Korea Investment CORP— value not disclosed1
392SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
393BENJAMIN EDWARDS INC— value not disclosed1
394Verition Fund Management LLC— value not disclosed1
395Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
396PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
397Prospera Financial Services Inc— value not disclosed1
398Spectrum Strategic Capital Management, LLC— value not disclosed1
399Sequoia Financial Advisors, LLC— value not disclosed1
400Point72 Asset Management, L.P.— value not disclosed1
401MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
402Greenhouse Funds LLLP— value not disclosed1
403Koshinski Asset Management, Inc.— value not disclosed1
404Trexquant Investment LP— value not disclosed1
405Schonfeld Strategic Advisors LLC— value not disclosed1
406Connecticut Wealth Management, LLC— value not disclosed1
407AE Wealth Management LLC— value not disclosed1
408Caption Management, LLC— value not disclosed1
409Steigerwald, Gordon & Koch Inc.— value not disclosed1
410CreativeOne Wealth, LLC— value not disclosed1
411Vident Advisory, LLC— value not disclosed1
412Global Retirement Partners, LLC— value not disclosed1
413Farringdon Capital, Ltd.— value not disclosed1
414Analog Century Management LP— value not disclosed1
415Costello Asset Management, INC— value not disclosed1
416Salomon & Ludwin, LLC— value not disclosed1
417Advisor OS, LLC— value not disclosed1
418Avion Wealth— value not disclosed1
419Maryland State Retirement & Pension System— value not disclosed1
420CBIZ Investment Advisory Services, LLC— value not disclosed1
421Firestone Capital Management— value not disclosed1
422CERTUITY, LLC— value not disclosed1
423Elevated Capital Advisors, LLC— value not disclosed1
424Kestra Advisory Services, LLC— value not disclosed1
425Montanaro Asset Management Ltd— value not disclosed1
426Legacy Wealth Asset Management, LLC— value not disclosed1
427Blue Trust, Inc.— value not disclosed1
428AlphaQuest LLC— value not disclosed1
429KINTRA WEALTH, LLC— value not disclosed1
430Stiles Financial Services Inc— value not disclosed1
431AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
432SageView Advisory Group, LLC— value not disclosed1
433iSAM Funds (UK) Ltd— value not disclosed1
434AI-Squared Management Ltd— value not disclosed1
435Dunhill Financial, LLC— value not disclosed1
436Caitong International Asset Management Co., Ltd— value not disclosed1
437ELEVATION WEALTH PARTNERS, LLC— value not disclosed1
438NORDEN GROUP LLC— value not disclosed1
439Marex Group Ltd— value not disclosed1
440Concurrent Investment Advisors, LLC— value not disclosed1
441Private Wealth Management Group, LLC— value not disclosed1
442Scientech Research LLC— value not disclosed1
443Heritage Family Offices, LLP— value not disclosed1
444Aster Capital Management (DIFC) Ltd— value not disclosed1
445Rockbridge Asset Management LLC— value not disclosed1
446OPTIMA CAPITAL LLC— value not disclosed1
447Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 364 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 (the full holders view shows them), 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 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