Filing Research | OLED - UNIVERSAL DISPLAY CORP Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	GRIFFIN ASSET MANAGEMENT, INC.	Shares	189.1KSH	$16.4M
2	Crossmark Global Holdings, Inc.	Shares	134.7KSH	$11.7M
3	Vest Financial, LLC	Shares	72.7KSH	$6.3M
4	Y-Intercept (Hong Kong) Ltd	Shares	37.3KSH	$3.2M
5	Assenagon Asset Management S.A.	Shares	35.0KSH	$3.0M
6	Red Spruce Capital, LLC	Shares	25.0KSH	$2.2M
7	Linden Thomas Advisory Services, LLC	Shares	21.4KSH	$1.9M
8	Police & Firemen's Retirement System of New Jersey	Shares	19.8KSH	$1.7M
9	Cardinal Capital Management	Shares	17.7KSH	$1.5M
10	DAVENPORT & Co LLC	Shares	17.6KSH	$1.5M
11	Cascade Investment Advisors, Inc.	Shares	16.5KSH	$1.4M
12	Louisiana State Employees Retirement System	Shares	12.7KSH	$1.1M
13	Ledgewood Wealth Advisors, LLC	Shares	12.6KSH	$1.1M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.1KSH	$1.0M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.4KSH	$901.3K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.3KSH	$833.3K
17	PFG Investments, LLC	Shares	8.6KSH	$742.0K
18	Diversified Trust Co	Shares	7.5KSH	$651.6K
19	Apollon Wealth Management, LLC	Shares	5.5KSH	$475.4K
20	Apella Capital, LLC	Shares	5.0KSH	$395.1K
21	Forum Financial Management, LP	Shares	3.9KSH	$337.1K
22	Byrne Asset Management LLC	Shares	3.8KSH	$328.7K
23	D.A. DAVIDSON & CO.	Shares	3.4KSH	$298.2K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.4KSH	$295.7K
25	Strid Group, LLC	Shares	3.2KSH	$273.4K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	3.2KSH	$255.9K
27	FULCRUM WEALTH ADVISORS, LLC	Shares	2.3KSH	$202.4K
28	RMR Wealth Builders	Shares	2.3KSH	$201.8K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.9KSH	$157.8K
30	Spire Wealth Management	Shares	1.0KSH	$86.8K
31	EverSource Wealth Advisors, LLC	Shares	889SH	$76.9K
32	HM PAYSON & CO	Shares	734SH	$63.6K
33	Farther Finance Advisors, LLC	Shares	638SH	$55.2K
34	Global X Japan Co., Ltd.	Shares	614SH	$53.2K
35	Kozak & Associates, Inc.	Shares	639SH	$53.1K
36	SIGNATUREFD, LLC	Shares	445SH	$38.5K
37	Morton Brown Family Wealth, LLC	Shares	434SH	$37.6K
38	Owl Creek Wealth Partners LLC	Shares	410SH	$35.5K
39	Bogart Wealth, LLC	Shares	210SH	$18.2K
40	GAMMA Investing LLC	Shares	204SH	$17.7K
41	Citizens National Bank Trust Department	Shares	200SH	$17.3K
42	Versant Capital Management, Inc	Shares	157SH	$13.6K
43	SBI Securities Co., Ltd.	Shares	152SH	$13.2K
44	MassMutual Private Wealth & Trust, FSB	Shares	148SH	$12.8K
45	ENTRUST FINANCIAL LLC	Shares	138SH	$11.9K
46	CoreCap Advisors, LLC	Shares	129SH	$11.2K
47	Handelsbanken Fonder AB	Shares	125.3KSH	$10.8K
48	1620 INVESTMENT ADVISORS, INC.	Shares	122SH	$10.6K
49	Mosley Wealth Management	Shares	118SH	$10.2K
50	IFP Advisors, Inc	Shares	87SH	$7.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 96 loaded

#		Instrument
1	Red Spruce Capital, LLC added	Shares	+13.6K	+$1.1M	$2.2M
2	Vest Financial, LLC added	Shares	+13.6K	+$881.1K	$6.3M
3	Linden Thomas Advisory Services, LLC added	Shares	+9.1K	+$725.0K	$1.9M
4	DAVENPORT & Co LLC added	Shares	+7.0K	+$556.6K	$1.5M
5	Cardinal Capital Management added	Shares	+5.5K	+$412.9K	$1.5M
6	Byrne Asset Management LLC new	Shares	+3.8K	+$328.7K	$328.7K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.5K	+$225.6K	$833.3K
8	Cascade Investment Advisors, Inc. added	Shares	+2.5K	+$141.2K	$1.4M
9	Owl Creek Wealth Partners LLC new	Shares	+410	+$35.5K	$35.5K
10	SIGNATUREFD, LLC added	Shares	+220	+$17.9K	$38.5K
11	Farther Finance Advisors, LLC added	Shares	+169	+$13.2K	$55.2K
12	Global X Japan Co., Ltd. added	Shares	+129	+$8.7K	$53.2K
13	MassMutual Private Wealth & Trust, FSB added	Shares	+99	+$8.3K	$12.8K
14	Versant Capital Management, Inc added	Shares	+74	+$6.0K	$13.6K
15	Spire Wealth Management added	Shares	+100	+$4.1K	$86.8K
16	SBI Securities Co., Ltd. added	Shares	+52	+$4.0K	$13.2K
17	True Wealth Design, LLC added	Shares	+44	+$3.8K	$4.8K
18	Activest Wealth Management added	Shares	+41	+$3.5K	$3.6K
19	Mosley Wealth Management added	Shares	+64	+$2.4K	$10.2K
20	SJS Investment Consulting Inc. added	Shares	+22	+$1.9K	$2.0K
21	CoreCap Advisors, LLC added	Shares	+19	+$1.1K	$11.2K
22	Physician Wealth Advisors, Inc. new	Shares	+10	+$866	$866
23	Ares Financial Consulting, LLC new	Shares	+9	+$779	$779
24	Wealth Enhancement Trust Services, Inc. new	Shares	+9	+$779	$779
25	Creative Capital Management Investments LLC new	Shares	+6	+$520	$520
26	Retirement Wealth Solutions LLC added	Shares	+5	+$406	$882
27	AdvisorNet Financial, Inc added	Shares	+5	+$250	$3.5K
28	WEST PACES ADVISORS INC. new	Shares	+2	+$173	$173
29	Hughes Financial Services, LLC added	Shares	+1	+$81	$173
30	CX Institutional unchanged	Shares	0	$0	$2
31	TSFG, LLC added	Shares	+1	-$1	$17
32	TFC Financial Management, Inc. unchanged	Shares	0	-$5	$87
33	Trust Co unchanged	Shares	0	-$15	$260
34	Cromwell Holdings LLC unchanged	Shares	0	-$25	$433
35	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$26	$433
36	State of Alaska, Department of Revenue trimmed	Shares	-116	-$33	$368
37	Arlington Trust Co LLC unchanged	Shares	0	-$36	$606
38	Vermillion Wealth Management, Inc. exited	Shares	-1	-$92	$0
39	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$107	$260
40	AMALGAMATED BANK trimmed	Shares	-474	-$142	$1.7K
41	LANARK FINANCIAL, INC. unchanged	Shares	0	-$152	$2.6K
42	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$182	$3.1K
43	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$198	$3.4K
44	Financial Management Professionals, Inc. exited	Shares	-3	-$275	$0
45	JFS WEALTH ADVISORS, LLC trimmed	Shares	-3	-$305	$520
46	Marquette Asset Management, LLC exited	Shares	-5	-$459	$0
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.7K	-$609	$3.1K
48	Wall Street Financial Group, Inc. exited	Shares	-7	-$642	$0
49	Fortitude Family Office, LLC trimmed	Shares	-7	-$682	$693
50	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$700	$11.9K

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