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Public ownership evidence

Optex Systems Holdings, INC (OPXS) Ownership Disclosures

Read OPXS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-03-312026-08-2510,348$136,851None
CARLSON FINANCIAL, INC.2025-12-312026-08-2510,348$146,734None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,000$210,450None
Meros Investment Management, LP2026-06-302026-08-1595,312$1,337,227None
Topline Capital Management, LLC2026-06-302026-08-15449,363$6,304,563None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,215$73,164None
Man Group plc2026-06-302026-08-1517,404$244,178None
Mink Brook Asset Management LLC2026-06-302026-08-1562,284$873,845None
Lavaca Capital LLC2026-06-302026-08-15620$8,699None
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2026-06-302026-08-15339,740$4,766,552None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15126$1,768None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1538,700$542,961None
ROYAL BANK OF CANADA2026-06-302026-08-1562$1,000None
CITADEL ADVISORS LLC2026-06-302026-08-1534,675$486,490None
Larson Financial Group LLC2026-06-302026-08-15100$1,403None
World Investment Advisors2026-06-302026-08-1525,961$364,233None
Archon Capital Management LLC2026-06-302026-08-15196,124$2,751,620None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1515,228$213,649None
BARCLAYS PLC2026-06-302026-08-1537$519None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-14218,622$3,067,267None
Vanguard Global Advisers, LLC2026-06-302026-08-141,641$23,023None
UBS Group AG2026-06-302026-08-14863$12,108None
UBS Group AG2026-06-302026-08-141,679$23,556None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1444,702$627,169None
MARSHALL WACE, LLP2026-06-302026-08-1441,284$579,215None
MARSHALL WACE, LLP2026-06-302026-08-1410,234$143,583None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1434,716$487,065None
MORGAN STANLEY2026-06-302026-08-1431$435None
MORGAN STANLEY2026-06-302026-08-14550$7,717None
FMR LLC2026-06-302026-08-1454$764None
NORTHERN TRUST CORP2026-06-302026-08-1412,341$173,144None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1312,378$173,663None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1354,123$760,073None
JPMORGAN CHASE & CO2026-06-302026-08-139$122None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1231,114$436,529None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-129,850$138,196None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-12626$8,489None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-121,084$15,209None
DIMENSIONAL FUND ADVISORS LP2026-06-302026-08-1225,189$353,402None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1131,114$436,529None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Beacon Pointe Advisors, LLC ↗Meros Investment Management, LP ↗Topline Capital Management, LLC ↗OSAIC HOLDINGS, INC. ↗Man Group plc ↗Mink Brook Asset Management LLC ↗Lavaca Capital LLC ↗PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.