Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 10 added or opened and 3 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 2026-Q1 and 2026-Q2, across 54 tracked filers holding OPPE, 35 increased or opened the position and 17 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 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 2
- BANK OF AMERICA CORP /DE/$1M
- NewEdge Advisors, LLC$1M
Largest adds
- Sonoma Allocations LLC$2M
- LPL Financial LLC$2M
- CATHY PARETO & ASSOCIATES, INC$1M
- STEPHENS INC /AR/$871K
- UBS Group AG$436K
- Spinnaker Investment Group, LLC$389K
Largest trims
- JANE STREET GROUP, LLC$7M
- GC Wealth Management RIA, LLC$2M
- CITADEL ADVISORS LLC$1M
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 | 368,670 | $21M | 20.8% | 2026-Q2 |
| STEPHENS INC /AR/ added | 247,029 | $14M | 13.9% | 2026-Q2 |
| Sonoma Allocations LLC added | 243,924 | $14M | 13.7% | 2026-Q2 |
| CATHY PARETO & ASSOCIATES, INC added | 162,891 | $9M | 9.2% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 71,888 | $4M | 4.1% | 2026-Q2 |
| GC Wealth Management RIA, LLC trimmed | 44,973 | $3M | 2.5% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 44,722 | $2M | 2.5% | 2026-Q2 |
| Sowell Financial Services LLC added | 43,868 | $2M | 2.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 43,426 | $2M | 2.5% | 2026-Q2 |
| Corient Private Wealth LP added | 41,678 | $2M | 2.4% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 32,662 | $2M | 1.8% | 2026-Q2 |
| UBS Group AG added | 32,387 | $2M | 1.8% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC | 27,100 | $2M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 26,305 | $1M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 25,705 | $1M | 1.5% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 21,277 | $1M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,236 | $1M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 18,198 | $1M | 1.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 17,101 | $954K | 1.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 15,975 | $892K | 0.9% | 2026-Q2 |
| E&G Advisors, LLC added | 15,837 | $884K | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 15,834 | $875K | 0.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 12,872 | $718K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,041 | $672K | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 11,728 | $655K | 0.7% | 2026-Q2 |
| AMERIFLEX GROUP, INC. trimmed | 11,255 | $628K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,740 | $544K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,415 | $470K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,070 | $450K | 0.5% | 2026-Q2 |
| Berkeley, Inc added | 7,978 | $445K | 0.5% | 2026-Q2 |
| SFG Wealth Management, LLC. new | 7,731 | $431K | 0.4% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 7,163 | $400K | 0.4% | 2026-Q2 |
| WHITTIER TRUST CO | 6,885 | $394K | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 5,771 | $322K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,107 | $285K | 0.3% | 2026-Q2 |
| BridgePort Financial Solutions, LLC added | 4,221 | $236K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,973 | $222K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 3,002 | $168K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,834 | $158K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 2,593 | $145K | 0.1% | 2026-Q2 |
| FMR LLC added | 2,176 | $121K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 2,000 | $112K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,455 | $81K | 0.1% | 2026-Q2 |
| Main Street Group, LTD added | 1,164 | $65K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 1,158 | $65K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 856 | $48K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 523 | $29K | 0.0% | 2026-Q2 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. new | 447 | $25K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 400 | $22K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. | 178 | $10K | 0.0% | 2026-Q2 |
| Peck Wealth Management, LLC trimmed | 124 | $7K | 0.0% | 2026-Q2 |
| City State Bank new | 119 | $7K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 17 | $949 | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | $279 | 0.0% | 2026-Q2 |
| Greenwich Wealth Management LLC added | 5,971 | $321K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 4,041 | $217K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,607 | $194K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 2,369 | $127K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 300 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 20,566 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 742 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Strategic Wealth Partners, Ltd. | 154 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFC & Insurance Marketing, Inc. new | 16 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SCOTIA CAPITAL INC. added | 15,612 | $763K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Tortoise Investment Management, LLC | 1,000 | $49K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| 4Thought Financial Group Inc. added | 867 | $42K | 0.0% | 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.