Public record / Tickers / OLLI

OLLI — Ollie's Bargain Outlet Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about OLLI, 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
19
all PTR rows naming OLLI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-12
filed 2025-08-12
13F holders
386
top-386 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

Greg Gianforte · $100K–$250K

BUY · traded 2020-02-05 → filed 2020-02-14. Ranked over every OLLI row by the provable lower bound, never a point estimate.

No member disclosed OLLI 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.

2 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OLLI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OLLI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-12Markwayne Mullin R–OKBUY SP (spouse-owned)Traded 2024-01-04 LATE·586d$1K–$15Kamendment pending
2025-08-12Markwayne Mullin R–OKBUYTraded 2024-01-04 LATE·586d$1K–$15Kamendment pending
2024-12-31Markwayne Mullin R–OKSELLTraded 12-18 +13d$15K–$50K
2024-12-31Markwayne Mullin R–OKSELL SP (spouse-owned)Traded 12-18 +13d$15K–$50K
2022-04-17Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 03-04 +44d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 19 ↗

Members active in OLLI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed OLLI in the trailing 12 months.

Congress ↔ notable managers · OLLI

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

Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · OLLIES BARGAIN OUTLET HLDGS

Merged timeline of congressional filings and notable-manager moves on OLLI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+38,094 sh
2026-05-15Bridgewater Associates 13FEXIT−44,415 sh
2026-05-14Caxton Associates 13FNEW+6,180 sh

3 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 OLLI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$623M1
2BlackRock, Inc.$516M1
3WASATCH ADVISORS LP$275M1
4VANGUARD CAPITAL MANAGEMENT LLC$253M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$234M1
6STATE STREET CORP$176M1
7UBS Group AG$153M1
8Summit Trail Advisors, LLC$147M1
9Capital Research Global Investors$126M1
10DIMENSIONAL FUND ADVISORS LP$117M1
11Stephens Investment Management Group LLC$104M1
12Point72 Asset Management, L.P.$96.0M1
13AQR CAPITAL MANAGEMENT LLC$94.8M1
14Capital International Investors$70.2M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.4M1
16WELLINGTON MANAGEMENT GROUP LLP$66.6M1
17MILLENNIUM MANAGEMENT LLC$65.0M1
18Capital World Investors$64.0M1
19Woodline Partners LP$55.9M1
20Qube Research & Technologies Ltd$54.7M1
21WELLS FARGO & COMPANY/MN$47.8M1
22PRIMECAP MANAGEMENT CO/CA/$47.5M1
23MORGAN STANLEY$46.3M1
24NORTHERN TRUST CORP$46.2M1
25CITADEL ADVISORS LLC$45.7M1
26Artisan Partners Limited Partnership$42.6M1
27ROYAL BANK OF CANADA$40.3M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$38.1M1
29VANGUARD FIDUCIARY TRUST CO$35.1M1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$30.5M1
31RAYMOND JAMES FINANCIAL INC$30.5M1
32ENVESTNET ASSET MANAGEMENT INC$30.4M1
33TWO SIGMA INVESTMENTS, LP$29.1M1
34Grantham, Mayo, Van Otterloo & Co. LLC$29.1M1
35Trexquant Investment LP$27.1M1
36BANK OF AMERICA CORP /DE/$27.1M1
37FRANKLIN RESOURCES INC$26.6M1
38SEI INVESTMENTS CO$25.7M1
39Rockefeller Capital Management L.P.$25.5M1
40NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$24.6M1
41ROYAL LONDON ASSET MANAGEMENT LTD$23.9M1
42JANE STREET GROUP, LLC$23.7M1
43AMERICAN CENTURY COMPANIES INC$21.5M1
44VICTORY CAPITAL MANAGEMENT INC$19.9M1
45Connor, Clark & Lunn Investment Management Ltd.$18.4M1
46Nuveen, LLC$17.1M1
47Tidal Investments LLC$16.4M1
48Retirement Systems of Alabama$14.4M1
49Man Group plc$13.9M1
50WORLDQUANT MILLENNIUM ADVISORS LLC$13.6M1
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.6M1
52PRINCIPAL FINANCIAL GROUP INC$12.6M1
53ALLIANCEBERNSTEIN L.P.$12.4M1
54Invesco Ltd.$11.8M1
55Swiss National Bank$11.2M1
56OSAIC HOLDINGS, INC.$10.8M1
57FEDERATED HERMES, INC.$10.4M1
58CANADA PENSION PLAN INVESTMENT BOARD$10.4M1
59STIFEL FINANCIAL CORP$9.9M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.0M1
61Legal & General Group Plc$7.7M1
62Susquehanna Portfolio Strategies, LLC$7.6M1
63XTX Topco Ltd$7.3M1
64LPL Financial LLC$6.9M1
65Squarepoint Ops LLC$6.8M1
66Y-Intercept (Hong Kong) Ltd$6.8M1
67Quantinno Capital Management LP$6.5M1
68Taproot Management LP$6.2M1
69Pembroke Management, LTD$6.0M1
70LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.0M1
71KING LUTHER CAPITAL MANAGEMENT CORP$5.4M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.2M1
73VANGUARD ASSET MANAGEMENT, Ltd$5.0M1
74STATE OF WISCONSIN INVESTMENT BOARD$4.9M1
75MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
76Lisanti Capital Growth, LLC$4.4M1
77WINTON GROUP Ltd$4.2M1
78OPPENHEIMER ASSET MANAGEMENT INC.$4.1M1
79Verition Fund Management LLC$4.0M1
80Holocene Advisors, LP$3.9M1
81BARCLAYS PLC$3.8M1
82Mariner, LLC$3.8M1
83Gotham Asset Management, LLC$3.8M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.8M1
85Shellback Capital, LP$3.8M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$3.7M1
87Havemeyer Place LP$3.7M1
88OAK RIDGE INVESTMENTS LLC$3.6M1
89Amundi$3.6M1
90FIRST TRUST ADVISORS LP$3.6M1
91Owlhouse Capital LP$3.4M1
92Emerald Investment Advisers, LLC$3.2M1
93US BANCORP \DE\$3.1M1
94SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.0M1
95TRUIST FINANCIAL CORP$2.8M1
96Edgestream Partners, L.P.$2.8M1
97Vestmark Advisory Solutions, Inc.$2.7M1
98FIRST NATIONAL BANK OF OMAHA$2.6M1
99Cerity Partners LLC$2.6M1
100CITIGROUP INC$2.5M1
101Janus Henderson Group Ltd.$2.5M1
102NewEdge Wealth, LLC$2.5M1
103FIFTH THIRD BANCORP$2.4M1
104Vanguard Global Advisers, LLC$2.3M1
105Equitable Holdings, Inc.$2.2M1
106Cetera Investment Advisers$2.2M1
107Magnetar Financial LLC$2.2M1
108State of New Jersey Common Pension Fund D$2.0M1
109HUSSMAN STRATEGIC ADVISORS, INC.$1.9M1
110Atria Investments, Inc$1.9M1
111Blueshift Asset Management, LLC$1.9M1
112BNP Paribas Asset Management Holding S.A.$1.8M1
113CWM, LLC$1.8M1
114Creative Planning$1.8M1
115WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M1
116Future Fund LLC$1.7M1
117HBK Sorce Advisory LLC$1.7M1
118Oak Thistle LLC$1.6M1
119DIVERSIFY WEALTH MANAGEMENT, LLC$1.6M1
120Arizona State Retirement System$1.6M1
121AXQ CAPITAL, LP$1.5M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
123Vanguard Investments Australia, Ltd.$1.4M1
124DEUTSCHE BANK AG\$1.4M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
126Sanctuary Advisors, LLC$1.4M1
127&PARTNERS$1.4M1
128STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
129PICTON MAHONEY ASSET MANAGEMENT$1.3M1
130Pullen Investment Management, LLC$1.3M1
131NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
132M&T BANK CORP$1.2M1
133HSBC HOLDINGS PLC$1.2M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
135Pathstone Holdings, LLC$1.1M1
136MERCER GLOBAL ADVISORS INC /ADV$1.1M1
137Engineers Gate Manager LP$1.1M1
138Ameritas Investment Partners, Inc.$1.0M1
139GUGGENHEIM CAPITAL LLC$1.0M1
140FOX RUN MANAGEMENT, L.L.C.$1.0M1
141Daiwa Securities Group Inc.$995K1
142AZZAD ASSET MANAGEMENT INC /ADV$896K1
143Pictet Asset Management Holding SA$864K1
144ABLE Financial Group, LLC$861K1
145Dynamic Technology Lab Private Ltd$826K1
146EXCHANGE TRADED CONCEPTS, LLC$819K1
147Vanguard Personalized Indexing Management, LLC$810K1
148HighTower Advisors, LLC$776K1
149BANK OF MONTREAL /CAN/$774K1
150PRUDENTIAL FINANCIAL INC$773K1
151INTRUST BANK NA$760K1
152Aquatic Capital Management LLC$746K1
153NORDEN GROUP LLC$742K1
154QUADRANT CAPITAL GROUP LLC$731K1
155Polymer Capital Management (US) LLC$721K1
156INTECH INVESTMENT MANAGEMENT LLC$720K1
157MML INVESTORS SERVICES, LLC$720K1
158OXFORD ASSET MANAGEMENT LLP$703K1
159COMMONWEALTH EQUITY SERVICES, LLC$690K1
160XPONANCE LLC$682K1
161Illinois Municipal Retirement Fund$662K1
162Qsemble Capital Management, LP$661K1
163New Age Alpha Advisors, LLC$658K1
164Portside Wealth Group, LLC$648K1
165Dana Investment Advisors, Inc.$646K1
166COMMERCE BANK$618K1
167KEYBANK NATIONAL ASSOCIATION/OH$590K1
168Fieldview Capital Management, LLC$583K1
169First National Advisers, LLC$579K1
170Callan Family Office, LLC$576K1
171CAXTON ASSOCIATES LLP$569K1
172Quadrature Capital Ltd$556K1
173Alliance Wealth Advisors, LLC /UT$544K1
174Jefferies Financial Group Inc.$530K1
175Inspire Advisors, LLC$523K1
176ELEVATION POINT WEALTH PARTNERS, LLC$518K1
177NICOLET BANKSHARES INC$516K1
178Y.D. More Investments Ltd$506K1
179MIRABELLA FINANCIAL SERVICES LLP$505K1
180Gibbs Wealth Management$500K1
181SHEETS SMITH WEALTH MANAGEMENT$493K1
182Pallas Capital Advisors LLC$492K1
183Machina Capital S.A.S.$463K1
184LAZARD ASSET MANAGEMENT LLC$452K1
185Empowered Funds, LLC$433K1
186Merit Financial Group, LLC$423K1
187Vident Advisory, LLC$420K1
188NewEdge Advisors, LLC$413K1
189Federation des caisses Desjardins du Quebec$411K1
190VOYA INVESTMENT MANAGEMENT LLC$411K1
191SECURIAN ASSET MANAGEMENT, INC$410K1
192SUMMITRY LLC$390K1
193Western Wealth Management, LLC$387K1
194Corient Private Wealth LLC$385K1
195Assenagon Asset Management S.A.$376K1
196Focus Partners Advisor Solutions, LLC$371K1
197Walleye Capital LLC$369K1
198Swiss Life Asset Management Ltd$366K1
199Arista Wealth Management, LLC$366K1
200IEQ CAPITAL, LLC$362K1
201Brevan Howard Capital Management LP$359K1
202TEACHER RETIREMENT SYSTEM OF TEXAS$343K1
203Prospera Financial Services Inc$335K1
204Crossmark Global Holdings, Inc.$335K1
205Sierra Legacy Group$334K1
206Ensign Peak Advisors, Inc$332K1
207Tower Research Capital LLC (TRC)$325K1
208RBF Capital, LLC$322K1
209Legacy Wealth Asset Management, LLC$318K1
210Rafferty Asset Management, LLC$304K1
211Caitong International Asset Management Co., Ltd$303K1
212D. E. Shaw & Co., Inc.$300K1
213Envestnet Portfolio Solutions, Inc.$298K1
214Utah Retirement Systems$295K1
215QRG CAPITAL MANAGEMENT, INC.$293K1
216Belpointe Asset Management LLC$292K1
217Calamos Advisors LLC$291K1
218Calamos Wealth Management LLC$291K1
219Impact Capital Partners LLC$288K1
220Capital Investment Counsel, Inc$281K1
221LVW Advisors, LLC$280K1
222Focus Partners Wealth$277K1
223BOOTHBAY FUND MANAGEMENT, LLC$277K1
224Walleye Trading LLC$275K1
225DAVENPORT & Co LLC$271K1
226Counterpoint Mutual Funds LLC$268K1
227Maryland State Retirement & Pension System$262K1
228STEPHENS INC /AR/$259K1
229Odyssean, LLC$258K1
230EntryPoint Capital, LLC$253K1
231MAVERICK CAPITAL LTD$250K1
232COLDSTREAM CAPITAL MANAGEMENT INC$242K1
233Waldron Private Wealth LLC$241K1
234Orion Porfolio Solutions, LLC$240K1
235Allspring Global Investments Holdings, LLC$236K1
236MQS Management LLC$232K1
237ProShare Advisors LLC$226K1
238Bull Harbor Capital LLC$218K1
239Legacy Capital Wealth Partners, LLC$212K1
240111 Capital$211K1
241Cambria Investment Management, L.P.$210K1
242AIGEN INVESTMENT MANAGEMENT, LP$209K1
243O'SHAUGHNESSY ASSET MANAGEMENT, LLC$208K1
244ALPINE WOODS CAPITAL INVESTORS, LLC$205K1
245Heritage Family Offices, LLP$204K1
246CAPSTONE INVESTMENT ADVISORS, LLC$202K1
247MAI Capital Management$181K1
248SIGNATUREFD, LLC$171K1
249INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$163K1
250Horizon Investments, LLC$131K1
251Allworth Financial LP$113K1
252UMB Bank, n.a.$81.7K1
253Steward Partners Investment Advisory, LLC$71.7K1
254Arax Advisory Partners$66.5K1
255Quarry LP$58.4K1
256NATIONAL BANK OF CANADA /FI/$58.3K1
257CONTRAVISORY INVESTMENT MANAGEMENT, INC.$54.9K1
258NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$53.6K1
259HM PAYSON & CO$50.1K1
260State of Wyoming$49.8K1
261CENTRAL TRUST Co$43.9K1
262Bayforest Capital Ltd$43.9K1
263MATHER GROUP, LLC.$37.0K1
264Aster Capital Management (DIFC) Ltd$34.1K1
265Smartleaf Asset Management LLC$31.2K1
266Blue Trust, Inc.$27.0K1
267West Branch Capital LLC$26.0K1
268NOMURA ASSET MANAGEMENT CO LTD$24.9K1
269True Wealth Design, LLC$24.6K1
270Parkside Financial Bank & Trust$23.6K1
271Claret Asset Management Corp$22.3K1
272ASSETMARK, INC$21.7K1
273Mitsubishi UFJ Asset Management Co., Ltd.$21.2K1
274MCF Advisors LLC$21.0K1
275Crewe Advisors LLC$11.3K1
276ENTRUST FINANCIAL LLC$11.0K1
277SJS Investment Consulting Inc.$9.5K1
278Leonteq Securities AG$8.7K1
279THRIVENT FINANCIAL FOR LUTHERANS$8.4K1
280Eurizon Capital SGR S.p.A.$7.4K1
281CVA Family Office, LLC$7.3K1
282WOLFF WIESE MAGANA LLC$7.1K1
283Wilmington Savings Fund Society, FSB$6.9K1
284JFS WEALTH ADVISORS, LLC$6.6K1
285Larson Financial Group LLC$6.1K1
286Clearstead Advisors, LLC$6.0K1
287GSA CAPITAL PARTNERS LLP$4.9K1
288Activest Wealth Management$4.4K1
289JNBA Financial Advisors$4.0K1
290ALGERT GLOBAL LLC$3.9K1
291HRT FINANCIAL LP$3.8K1
292CANADA LIFE ASSURANCE Co$3.3K1
293Bell Investment Advisors, Inc$3.0K1
294Treasurer of the State of North Carolina$2.4K1
295DELTA ASSET MANAGEMENT LLC/TN$2.3K1
296Rakuten Securities, Inc.$2.3K1
297Transamerica Financial Advisors, LLC$1.6K1
298Pinnacle Wealth Planning Services, Inc.$1.4K1
299Private Wealth Management Group, LLC$1.3K1
300Financial Network Wealth Advisors LLC$1.3K1
301DiNuzzo Private Wealth, Inc.$1.2K1
302Marquette Asset Management, LLC$1.0K1
303Prestige Wealth Management Group LLC$1.0K1
304JPL Wealth Management, LLC$9211
305Raleigh Capital Management Inc.$9201
306Westfuller Advisors, LLC$9061
307Cromwell Holdings LLC$7361
308Glen Eagle Advisors, LLC$7361
309State of Alaska, Department of Revenue$5641
310WPG Advisers, LLC$5521
311Signature Equity Partners, LLC$4601
312PARK AVENUE SECURITIES LLC$3961
313Retirement Wealth Solutions LLC$3691
314Rialto Wealth Management, LLC$3691
315Cambridge Investment Research Advisors, Inc.$2831
316Atlantic Union Bankshares Corp$2771
317HFM Investment Advisors, LLC$2761
318DekaBank Deutsche Girozentrale$2271
319Virtu Financial LLC$2021
320MV CAPITAL MANAGEMENT, INC.$1851
321Pacific Center for Financial Services$1851
322Vermillion Wealth Management, Inc.$1841
323KBC Group NV$1601
324ACADIAN ASSET MANAGEMENT LLC$951
325Farmers & Merchants Trust Co of Chambersburg PA$181
326VALLEY NATIONAL ADVISERS INC$11
327Capital Advisors, Ltd. LLC$11
328VANGUARD GROUP INC— value not disclosed1
329JONES FINANCIAL COMPANIES LLLP— value not disclosed1
330COMERICA BANK— value not disclosed1
331TORONTO DOMINION BANK— value not disclosed1
332SHELTON CAPITAL MANAGEMENT— value not disclosed1
333BALDWIN WEALTH PARTNERS LLC/MA— value not disclosed1
334CIBC Asset Management Inc— value not disclosed1
335AXIOM INVESTORS LLC /DE— value not disclosed1
336NEW YORK LIFE INVESTMENT MANAGEMENT LLC— value not disclosed1
337CREDIT AGRICOLE S A— value not disclosed1
338BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
339CIBC Private Wealth Group LLC— value not disclosed1
340Covenant Partners, LLC— value not disclosed1
341TimesSquare Capital Management, LLC— value not disclosed1
342Bridgewater Associates, LP— value not disclosed1
343NORGES BANK— value not disclosed1
344TWO SIGMA SECURITIES, LLC— value not disclosed1
345BENJAMIN EDWARDS INC— value not disclosed1
346Voleon Capital Management LP— value not disclosed1
347DRW Securities, LLC— value not disclosed1
348PDT Partners, LLC— value not disclosed1
349Headlands Technologies LLC— value not disclosed1
350Sequoia Financial Advisors, LLC— value not disclosed1
351Lighthouse Investment Partners, LLC— value not disclosed1
352Maven Securities LTD— value not disclosed1
353Lido Advisors, LLC— value not disclosed1
354Krilogy Financial LLC— value not disclosed1
355Index Fund Advisors, Inc.— value not disclosed1
356Schonfeld Strategic Advisors LLC— value not disclosed1
357Shay Capital LLC— value not disclosed1
358MGO ONE SEVEN LLC— value not disclosed1
359Global Retirement Partners, LLC— value not disclosed1
360TWINBEECH CAPITAL LP— value not disclosed1
361NICOLET ADVISORY SERVICES, LLC— value not disclosed1
362WEALTH ALLIANCE, LLC— value not disclosed1
363Kestra Advisory Services, LLC— value not disclosed1
364F/m Investments LLC— value not disclosed1
365Thrive Wealth Management, LLC— value not disclosed1
366B. Metzler seel. Sohn & Co. AG— value not disclosed1
367TUCKER ASSET MANAGEMENT LLC— value not disclosed1
368AlphaQuest LLC— value not disclosed1
369Wedmont Private Capital— value not disclosed1
370Forum Financial Management, LP— value not disclosed1
371SageView Advisory Group, LLC— value not disclosed1
372Dunhill Financial, LLC— value not disclosed1
373LECAP ASSET MANAGEMENT LTD— value not disclosed1
374Concurrent Investment Advisors, LLC— value not disclosed1
375Freestone Grove Partners LP— value not disclosed1
376Turning Point Benefit Group, Inc.— value not disclosed1
377American Capital Advisory, LLC— value not disclosed1
378Diversify Advisory Services, LLC— value not disclosed1
379Jain Global LLC— value not disclosed1
380Optimize Financial Inc— value not disclosed1
381Northwest & Ethical Investments L.P.— value not disclosed1
382POINCIANA ADVISORS GROUP, LLC— value not disclosed1
383North Dakota State Investment Board— value not disclosed1
384MASECO LLP— value not disclosed1
385Lotus Technology Management, LP— value not disclosed1
386EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 327 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 OLLI

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for OLLI · financials and macro

Financials — as filed PLANNED

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