Who owns OPPE (OPPE)
Which tracked institutional funds hold OPPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPPE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on OPPE is one-sided between 2025-Q4 and 2026-Q1: 15 added or opened and 4 trimmed or exited — on balance accumulating.
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
OPPE’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OPPE 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 2025-Q4 and 2026-Q1, across 53 tracked filers holding OPPE, 35 increased or opened the position and 16 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 OPPE between the 2025-Q4 and 2026-Q1 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 5
- CITADEL ADVISORS LLC$3M
- Sowell Financial Services LLC$2M
- INSIGNEO ADVISORY SERVICES, LLC$2M
- AMERIFLEX GROUP, INC.$822K
- Cetera Investment Advisers$506K
Full exits 2
- Janney Montgomery Scott LLC$1M
- NewEdge Advisors, LLC$952K
Largest adds
- LPL Financial LLC$6M
- JANE STREET GROUP, LLC$4M
- STEPHENS INC /AR/$3M
- UBS Group AG$1M
- Sonoma Allocations LLC$1M
- CATHY PARETO & ASSOCIATES, INC$1M
Largest trims
- EP Wealth Advisors, LLC$367K
- Berkeley, Inc$293K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 346,994 | $19M | 18.9% | 2026-Q1 |
| STEPHENS INC /AR/ added | 240,471 | $13M | 13.1% | 2026-Q1 |
| Sonoma Allocations LLC added | 208,686 | $11M | 11.6% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC added | 149,062 | $8M | 8.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 134,329 | $7M | 7.3% | 2026-Q1 |
| GC Wealth Management RIA, LLC trimmed | 85,851 | $5M | 4.7% | 2026-Q1 |
| WESCAP Management Group, Inc. trimmed | 72,131 | $4M | 3.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 47,294 | $3M | 2.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 42,238 | $2M | 2.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 40,954 | $2M | 2.2% | 2026-Q1 |
| Sowell Financial Services LLC new | 39,874 | $2M | 2.2% | 2026-Q1 |
| Spinnaker Investment Group, LLC trimmed | 39,236 | $2M | 2.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 29,373 | $2M | 1.6% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC | 27,100 | $1M | 1.5% | 2026-Q1 |
| UBS Group AG added | 25,539 | $1M | 1.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 23,716 | $1M | 1.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 16,744 | $899K | 0.9% | 2026-Q1 |
| E&G Advisors, LP added | 15,592 | $837K | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 15,397 | $827K | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,944 | $826K | 0.8% | 2026-Q1 |
| AMERIFLEX GROUP, INC. new | 15,307 | $822K | 0.8% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 13,070 | $702K | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,219 | $656K | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 12,109 | $650K | 0.7% | 2026-Q1 |
| Cetera Investment Advisers new | 9,418 | $506K | 0.5% | 2026-Q1 |
| Berkeley, Inc trimmed | 7,923 | $426K | 0.4% | 2026-Q1 |
| WHITTIER TRUST CO | 6,885 | $378K | 0.4% | 2026-Q1 |
| Greenwich Wealth Management LLC added | 5,971 | $321K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 5,742 | $308K | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 5,439 | $292K | 0.3% | 2026-Q1 |
| FLAGSTAR ADVISORS INC new | 5,287 | $284K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,802 | $258K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 4,231 | $227K | 0.2% | 2026-Q1 |
| BridgePort Financial Solutions, LLC added | 4,213 | $226K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 4,148 | $223K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,041 | $217K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,894 | $209K | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,607 | $194K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 2,917 | $157K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,833 | $152K | 0.2% | 2026-Q1 |
| MAI Capital Management new | 2,369 | $127K | 0.1% | 2026-Q1 |
| FMR LLC added | 2,049 | $110K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 2,000 | $107K | 0.1% | 2026-Q1 |
| Main Street Group, LTD new | 1,151 | $62K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 1,134 | $61K | 0.1% | 2026-Q1 |
| Peck Wealth Management, LLC | 1,123 | $60K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 856 | $46K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 646 | $35K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 325 | $18K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 300 | $16K | 0.0% | 2026-Q1 |
| NBT BANK N A /NY | 178 | $10K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 17 | $913 | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | $269 | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 20,566 | $1M | 1.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 18,541 | $952K | 1.0% | 2025-Q4 stale |
| SCOTIA CAPITAL INC. added | 15,612 | $763K | 0.8% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 17,050 | $722K | 0.7% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,410 | $271K | 0.3% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 1,676 | $86K | 0.1% | 2025-Q4 stale |
| Tortoise Investment Management, LLC | 1,000 | $49K | 0.0% | 2025-Q3 stale |
| 4Thought Financial Group Inc. added | 867 | $42K | 0.0% | 2025-Q3 stale |
| COMERICA BANK | 742 | $38K | 0.0% | 2025-Q4 stale |
| Strategic Wealth Partners, Ltd. | 154 | $8K | 0.0% | 2025-Q4 stale |
| IFC & Insurance Marketing, Inc. new | 16 | $1K | 0.0% | 2025-Q4 stale |
| SVB WEALTH LLC new | 4 | $185 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.