Who owns OPPJ
Which tracked institutional funds hold OPPJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPPJ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 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 OPPJ is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 1 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
OPPJ’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 OPPJ 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 65 tracked filers holding OPPJ, 42 increased or opened the position and 13 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 OPPJ 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 9
- Horizon Wealth Management, LLC$11M
- Quadrature Capital Ltd$4M
- Private Advisor Group, LLC$3M
- INTEGRITY ALLIANCE, LLC.$2M
- Sanctuary Advisors, LLC$2M
- WJ Wealth Management, LLC$2M
Full exits 1
- GTS SECURITIES LLC$2M
Largest adds
- LPL Financial LLC$9M
- JANE STREET GROUP, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Berkeley, Inc$2M
- Signal Advisors Wealth, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$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 | 282,461 | $15M | 13.5% | 2026-Q1 |
| Berkeley, Inc trimmed | 222,848 | $12M | 10.6% | 2026-Q1 |
| Horizon Wealth Management, LLC new | 209,990 | $11M | 10.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 118,594 | $6M | 5.6% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 102,416 | $6M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 89,798 | $5M | 4.3% | 2026-Q1 |
| Quadrature Capital Ltd new | 70,377 | $4M | 3.4% | 2026-Q1 |
| TAGStone Capital, Inc. added | 69,663 | $4M | 3.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 69,152 | $4M | 3.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 65,393 | $4M | 3.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 65,230 | $4M | 3.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 46,458 | $3M | 2.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 40,095 | $2M | 1.9% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 36,159 | $2M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 34,443 | $2M | 1.6% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 33,434 | $2M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 32,769 | $2M | 1.6% | 2026-Q1 |
| WJ Wealth Management, LLC new | 32,710 | $2M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 31,337 | $2M | 1.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 25,647 | $1M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 25,531 | $1M | 1.2% | 2026-Q1 |
| BEARING POINT CAPITAL, LLC added | 25,161 | $1M | 1.2% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. trimmed | 23,777 | $1M | 1.1% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 22,296 | $1M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 20,004 | $1M | 1.0% | 2026-Q1 |
| E&G Advisors, LP added | 19,993 | $1M | 1.0% | 2026-Q1 |
| Security National Bank new | 15,494 | $842K | 0.7% | 2026-Q1 |
| Evelyn Partners Investment Management LLP | 14,847 | $807K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 12,794 | $695K | 0.6% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 10,244 | $557K | 0.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. new | 9,435 | $513K | 0.4% | 2026-Q1 |
| WBI INVESTMENTS, LLC trimmed | 9,366 | $509K | 0.4% | 2026-Q1 |
| Essential Partners LLC trimmed | 7,632 | $415K | 0.4% | 2026-Q1 |
| Spire Wealth Management new | 7,195 | $391K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,149 | $334K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. | 5,300 | $288K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 5,117 | $278K | 0.2% | 2026-Q1 |
| Greenwich Wealth Management LLC new | 5,030 | $273K | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 4,694 | $255K | 0.2% | 2026-Q1 |
| World Investment Advisors | 4,400 | $239K | 0.2% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 4,336 | $236K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 4,000 | $217K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,390 | $184K | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc | 1,786 | $97K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 920 | $50K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 780 | $42K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 570 | $31K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 536 | $29K | 0.0% | 2026-Q1 |
| Main Street Group, LTD new | 532 | $29K | 0.0% | 2026-Q1 |
| Your Advocates Ltd., LLP | 444 | $24K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 393 | $22K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 304 | $17K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 292 | $16K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 284 | $15K | 0.0% | 2026-Q1 |
| Grove Bank & Trust | 200 | $11K | 0.0% | 2026-Q1 |
| NVWM, LLC new | 150 | $8K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC new | 150 | $8K | 0.0% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. | 133 | $7K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 115 | $6K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC new | 3,908 | $4K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 50 | $3K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 41 | $2K | 0.0% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC new | 10 | $544 | 0.0% | 2026-Q1 |
| Bogart Wealth, LLC | 1 | $54 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $35 | 0.0% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 99,020 | $4M | 3.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 53,577 | $2M | 2.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 24,394 | $1M | 0.9% | 2025-Q3 stale |
| Allie Family Office LLC new | 6,863 | $286K | 0.3% | 2025-Q3 stale |
| WESCAP Management Group, Inc. | 7,297 | $255K | 0.2% | 2025-Q1 stale |
| Concurrent Investment Advisors, LLC new | 6,078 | $222K | 0.2% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,050 | $75K | 0.1% | 2025-Q2 stale |
| UBS Group AG trimmed | 1,752 | $73K | 0.1% | 2025-Q3 stale |
| 4Thought Financial Group Inc. added | 199 | $8K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 18 | $658 | 0.0% | 2025-Q2 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.