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Institutional Ownership · SEC Form 13F

Who owns Offerpad Solutions (OPAD)


Which tracked institutional funds hold OPAD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPAD company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

23
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

1 tracked fund added or opened OPAD while 1 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OPAD’s largest tracked holder by dollar value, First American Financial Corp, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OPAD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 23 tracked filers holding OPAD, 4 increased or opened the position and 37 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OPAD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • KMT WEALTH MANAGEMENT, LLC$1M

Largest trims

  • First American Financial Corp$825K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
First American Financial Corp trimmed511,931$3M15.2%2026-Q2
Kingsbury Capital Investment Advisors LLC trimmed303,595$1M9.0%2026-Q2
KMT WEALTH MANAGEMENT, LLC new303,595$1M9.0%2026-Q2
Kemnay Advisory Services Inc. trimmed195,714$967K5.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed124,364$614K3.7%2026-Q2
BlackRock, Inc. trimmed53,657$265K1.6%2026-Q2
Shay Capital LLC trimmed33,983$168K1.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed31,630$156K0.9%2026-Q2
UBS Group AG trimmed25,044$124K0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed23,691$117K0.7%2026-Q2
MORGAN STANLEY trimmed17,123$85K0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,182$65K0.4%2026-Q2
XTX Topco Ltd trimmed11,722$58K0.3%2026-Q2
Qube Research & Technologies Ltd new10,820$53K0.3%2026-Q2
MONOGRAPH WEALTH ADVISORS, LLC59,534$32K0.2%2026-Q2
ROYAL BANK OF CANADA trimmed432$2K0.0%2026-Q2
Vanguard Global Advisers, LLC trimmed372$2K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed195$9630.0%2026-Q2
BARCLAYS PLC trimmed139$6910.0%2026-Q2
JPMORGAN CHASE & CO trimmed38$1750.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed14$690.0%2026-Q2
EverSource Wealth Advisors, LLC added4$200.0%2026-Q2
NATIONAL BANK OF CANADA /FI/ trimmed2$100.0%2026-Q2
Wilmington Savings Fund Society, FSB595,238$390K2.3%2026-Q1 stale (1 quarter behind)
IEQ CAPITAL, LLC78,220$51K0.3%2026-Q1 stale (1 quarter behind)
STATE STREET CORP63,431$42K0.2%2026-Q1 stale (1 quarter behind)
BRIDGEWAY CAPITAL MANAGEMENT, LLC added45,400$30K0.2%2026-Q1 stale (1 quarter behind)
NORTHERN TRUST CORP35,287$23K0.1%2026-Q1 stale (1 quarter behind)
MARSHALL WACE, LLP trimmed35,015$23K0.1%2026-Q1 stale (1 quarter behind)
RENAISSANCE TECHNOLOGIES LLC trimmed34,923$23K0.1%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC trimmed34,759$23K0.1%2026-Q1 stale (1 quarter behind)
SIMPLEX TRADING, LLC trimmed29,633$19K0.1%2026-Q1 stale (1 quarter behind)
Pathstone Holdings, LLC26,123$17K0.1%2026-Q1 stale (1 quarter behind)
Cerity Partners LLC trimmed23,806$16K0.1%2026-Q1 stale (1 quarter behind)
Vanguard Personalized Indexing Management, LLC new13,152$9K0.1%2026-Q1 stale (1 quarter behind)
R Squared Ltd new10,100$7K0.0%2026-Q1 stale (1 quarter behind)
CITIGROUP INC added9,137$6K0.0%2026-Q1 stale (1 quarter behind)
Avion Wealth added8,167$5K0.0%2026-Q1 stale (1 quarter behind)
Physician Wealth Advisors, Inc. new1,594$1K0.0%2026-Q1 stale (1 quarter behind)
IFP Advisors, Inc34$220.0%2026-Q1 stale (1 quarter behind)
OSAIC HOLDINGS, INC. trimmed6$30.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added843,625$1M6.1%2025-Q4 stale (2 quarters behind)
TWO SIGMA INVESTMENTS, LP new762,011$922K5.5%2025-Q4 stale (2 quarters behind)
TWO SIGMA ADVISERS, LP new300,600$364K2.2%2025-Q4 stale (2 quarters behind)
Quadrature Capital Ltd new252,984$306K1.8%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC trimmed200,641$243K1.5%2025-Q4 stale (2 quarters behind)
AMERICAN CENTURY COMPANIES INC added138,939$168K1.0%2025-Q4 stale (2 quarters behind)
TUDOR INVESTMENT CORP ET AL18,864$79K0.5%2025-Q4 stale (2 quarters behind)
DIMENSIONAL FUND ADVISORS LP new50,365$61K0.4%2025-Q4 stale (2 quarters behind)
PEAK6 LLC new49,998$60K0.4%2025-Q4 stale (2 quarters behind)
GROUP ONE TRADING LLC trimmed43,668$53K0.3%2025-Q4 stale (2 quarters behind)
Centiva Capital, LP new29,359$36K0.2%2025-Q4 stale (2 quarters behind)
NINE MASTS CAPITAL Ltd new28,384$34K0.2%2025-Q4 stale (2 quarters behind)
GOLDMAN SACHS GROUP INC trimmed26,416$32K0.2%2025-Q4 stale (2 quarters behind)
Engineers Gate Manager LP added22,230$27K0.2%2025-Q4 stale (2 quarters behind)
Virtu Financial LLC new17,346$21K0.1%2025-Q4 stale (2 quarters behind)
Ground Swell Capital, LLC new16,130$20K0.1%2025-Q4 stale (2 quarters behind)
MILLENNIUM MANAGEMENT LLC trimmed14,926$18K0.1%2025-Q4 stale (2 quarters behind)
Murchinson Ltd. new12,000$15K0.1%2025-Q4 stale (2 quarters behind)
FMR LLC4,915$6K0.0%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ trimmed27$330.0%2025-Q4 stale (2 quarters behind)
CWM, LLC trimmed23—0.0%2025-Q4 stale (2 quarters behind)
Investure, LLC new521,603$2M13.1%2025-Q3 stale (3 quarters behind)
Watts Gwilliam & Co., LLC trimmed309,016$1M7.8%2025-Q3 stale (3 quarters behind)
GPS Wealth Strategies Group, LLC500$2K0.0%2025-Q3 stale (3 quarters behind)
JONES FINANCIAL COMPANIES LLLP new434$2K0.0%2025-Q3 stale (3 quarters behind)
Ulysses Management LLC771,885$702K4.2%2025-Q2 stale (4 quarters behind)
AQR CAPITAL MANAGEMENT LLC added34,307$31K0.2%2025-Q2 stale (4 quarters behind)
Y-Intercept (Hong Kong) Ltd new17,751$16K0.1%2025-Q2 stale (4 quarters behind)
WELLS FARGO & COMPANY/MN trimmed153$1390.0%2025-Q2 stale (4 quarters behind)
Colonial Trust Advisors153$1390.0%2025-Q2 stale (4 quarters behind)
True Wealth Design, LLC added37$340.0%2025-Q2 stale (4 quarters behind)
Clearstead Advisors, LLC new21$200.0%2025-Q2 stale (4 quarters behind)
Allworth Financial LP new7$70.0%2025-Q2 stale (4 quarters behind)
Essential Partners LLC new8$70.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership