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-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
20 tracked funds added or opened OPPJ while 11 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
OPPJ’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes OPPJ more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 73 tracked filers holding OPPJ, 47 increased or opened the position and 29 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 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 5
- OneAscent Financial Services LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Prospera Financial Services Inc$1M
- KPP Advisory Services LLC$1M
- Spinnaker Investment Group, LLC$749K
Full exits 7
- Horizon Wealth Management, LLC$11M
- JANE STREET GROUP, LLC$6M
- Private Advisor Group, LLC$3M
- STIFEL FINANCIAL CORP$1M
- Evelyn Partners Investment Management LLP$807K
- Cambridge Investment Research Advisors, Inc.$695K
Largest adds
- MORGAN STANLEY$15M
- BANK OF AMERICA CORP /DE/$3M
- LPL Financial LLC$2M
- CIBC WORLD MARKET INC.$2M
- NATIONAL BANK OF CANADA /FI/$1M
- Kestra Advisory Services, LLC$1M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Quadrature Capital Ltd$2M
- CHANNEL WEALTH LLC$1M
- D.A. DAVIDSON & CO.$542K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 345,945 | $20M | 13.4% | 2026-Q2 |
| LPL Financial LLC added | 306,663 | $18M | 11.8% | 2026-Q2 |
| Berkeley, Inc added | 227,790 | $13M | 8.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 76,832 | $4M | 3.0% | 2026-Q2 |
| CHANNEL WEALTH LLC trimmed | 75,888 | $4M | 2.9% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 74,018 | $4M | 2.9% | 2026-Q2 |
| TAGStone Capital, Inc. added | 70,411 | $4M | 2.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 52,086 | $3M | 2.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 47,403 | $3M | 1.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 41,861 | $2M | 1.6% | 2026-Q2 |
| OneAscent Financial Services LLC new | 40,898 | $2M | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 37,302 | $2M | 1.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 37,195 | $2M | 1.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 37,166 | $2M | 1.4% | 2026-Q2 |
| Security National Bank added | 36,762 | $2M | 1.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 33,550 | $2M | 1.3% | 2026-Q2 |
| WJ Wealth Management, LLC added | 32,745 | $2M | 1.3% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 31,489 | $2M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 31,057 | $2M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 27,999 | $2M | 1.1% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC added | 26,261 | $2M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 25,490 | $1M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 25,467 | $1M | 1.0% | 2026-Q2 |
| Maridea Wealth Management LLC added | 24,686 | $1M | 1.0% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 23,693 | $1M | 0.9% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 23,293 | $1M | 0.9% | 2026-Q2 |
| E&G Advisors, LLC added | 22,865 | $1M | 0.9% | 2026-Q2 |
| Prospera Financial Services Inc new | 19,824 | $1M | 0.8% | 2026-Q2 |
| KPP Advisory Services LLC new | 19,018 | $1M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,768 | $1M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 13,931 | $803K | 0.5% | 2026-Q2 |
| Spire Wealth Management added | 13,476 | $777K | 0.5% | 2026-Q2 |
| Spinnaker Investment Group, LLC new | 12,984 | $749K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 10,267 | $592K | 0.4% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 8,981 | $518K | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 8,769 | $506K | 0.3% | 2026-Q2 |
| Essential Partners LLC added | 7,641 | $441K | 0.3% | 2026-Q2 |
| SFG Wealth Management, LLC. new | 7,406 | $427K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors new | 5,840 | $337K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 5,300 | $306K | 0.2% | 2026-Q2 |
| Stelac Advisory Services LLC new | 5,273 | $304K | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 4,630 | $267K | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC new | 4,299 | $248K | 0.2% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 4,236 | $244K | 0.2% | 2026-Q2 |
| World Investment Advisors | 4,400 | $239K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,933 | $227K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC new | 3,705 | $214K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 3,535 | $204K | 0.1% | 2026-Q2 |
| Alteri Wealth LLC new | 3,493 | $201K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,875 | $166K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 2,452 | $141K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,791 | $103K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 1,786 | $103K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 1,631 | $94K | 0.1% | 2026-Q2 |
| FMR LLC added | 1,179 | $68K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 753 | $43K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 616 | $36K | 0.0% | 2026-Q2 |
| Main Street Group, LTD | 532 | $31K | 0.0% | 2026-Q2 |
| Your Advocates Ltd., LLP | 444 | $26K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 422 | $24K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 346 | $20K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 284 | $16K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 260 | $15K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 244 | $14K | 0.0% | 2026-Q2 |
| Grove Bank & Trust | 200 | $12K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 161 | $9K | 0.0% | 2026-Q2 |
| NVWM, LLC | 150 | $9K | 0.0% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. | 133 | $8K | 0.0% | 2026-Q2 |
| Investment Research & Advisory Group, Inc. new | 126 | $7K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 54 | $3K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 18 | $1K | 0.0% | 2026-Q2 |
| FARMERS & MERCHANTS INVESTMENTS INC | 10 | $577 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $59 | 0.0% | 2026-Q2 |
| Horizon Wealth Management, LLC new | 209,990 | $11M | 7.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 118,594 | $6M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC new | 46,458 | $3M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| STIFEL FINANCIAL CORP new | 20,004 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Evelyn Partners Investment Management LLP | 14,847 | $807K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 12,794 | $695K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 9,366 | $509K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Greenwich Wealth Management LLC new | 5,030 | $273K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 4,000 | $217K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 570 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 150 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC new | 50 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC | 41 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Bogart Wealth, LLC | 1 | $54 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 53,577 | $2M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 24,394 | $1M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Allie Family Office LLC new | 6,863 | $286K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| 4Thought Financial Group Inc. added | 199 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 99,020 | $4M | 2.4% | 2025-Q2 stale (4 quarters behind) |
| Concurrent Investment Advisors, LLC new | 6,078 | $222K | 0.1% | 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.
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.