Who owns OPER
Which tracked institutional funds hold OPER, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPER company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
6 tracked funds added or opened OPER while 8 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
OPER’s largest tracked holder by dollar value, Arax Advisory Partners, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OPER 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 OPER, 9 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 OPER 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 3
- Arax Advisory Partners$30M
- CITADEL ADVISORS LLC$6M
- JANE STREET GROUP, LLC$2M
Full exits 2
- U.S. Capital Wealth Advisors, LLC$29M
- SIGNET FINANCIAL MANAGEMENT, LLC$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$769K
- Magnus Financial Group LLC$681K
- Platform Technology Partners$382K
Largest trims
- Blueprint Investment Partners LLC$15M
- Blueprint Financial Advisors LLC$8M
- Spartan Planning & Wealth Management$2M
- JPMORGAN CHASE & CO$2M
- LPL Financial LLC$455K
- Apollon Wealth Management, LLC$419K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Arax Advisory Partners new | 301,756 | $30M | 20.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 272,382 | $27M | 18.3% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 148,994 | $15M | 10.0% | 2026-Q2 |
| Blueprint Financial Advisors LLC trimmed | 74,237 | $7M | 5.0% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 72,967 | $7M | 4.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 59,397 | $6M | 4.0% | 2026-Q2 |
| Spartan Planning & Wealth Management trimmed | 37,329 | $4M | 2.5% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 35,682 | $4M | 2.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 34,369 | $3M | 2.3% | 2026-Q2 |
| Teramo Advisors, LLC | 20,000 | $2M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 16,256 | $2M | 1.1% | 2026-Q2 |
| Platform Technology Partners added | 14,043 | $1M | 0.9% | 2026-Q2 |
| Magnus Financial Group LLC added | 12,224 | $1M | 0.8% | 2026-Q2 |
| Insight Wealth Partners, LLC trimmed | 9,385 | $939K | 0.6% | 2026-Q2 |
| Thompson David Blair trimmed | 7,610 | $762K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,787 | $679K | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,596 | $260K | 0.2% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. | 2,286 | $229K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,058 | $106K | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 330 | $33K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 295 | $30K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 59 | $6K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $174 | 0.0% | 2026-Q2 |
| U.S. Capital Wealth Advisors, LLC added | 293,739 | $29M | 19.8% | 2026-Q1 stale (1 quarter behind) |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 35,361 | $4M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Retirement Planning Group, LLC trimmed | 3,086 | $309K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Prosperity Financial Group, Inc. added | 3,047 | $305K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 37 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ATX Financial Planning, LLC new | 2,977 | $298K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Advisors Preferred, LLC new | 484 | $48K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 170 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 14,271 | $1M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| BENJAMIN EDWARDS INC trimmed | 2,364 | $236K | 0.2% | 2025-Q3 stale (3 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.
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.