Among active 13F managers last quarter, 3 opened and 11 added, while 7 reduced; the largest holder to move was Advisors Asset Management, Inc. (+29%). Over the last 180 days, 1 insider sold and none bought, a net -$8K in open-market trades.
The legs disagree, or only one of them leans.
60 tracked 13F filers disclose a position in OPP as of the latest SEC 13F filings, a combined $64.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.2M | $16.9M | ▲+6.1% Added · +127K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.5M | $11.5M | ▲+13% Added · +171K sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 1.0M | $7.8M | ▼−0.5% Reduced · −6K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | 673K | $5.2M | ▲+29% Added · +153K sh | Q2 2026 | |
| 5 | Pathstone Holdings, LLC | 523K | $4.0M | ▲+51% Added · +177K sh | Q2 2026 | |
| 6 | Riverbridge Partners LLC | 241K | $1.9M | ▲+1.6% Added · +4K sh | Q2 2026 | |
| 7 | J.W. Cole Advisors, Inc. | 232K | $1.8M | ▲Added Added · +232K sh | Q2 2026 | |
| 8 | UBS Group AG | 213K | $1.6M | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 9 | 1607 Capital Partners, LLC | 199K | $1.5M | ▼−41% Reduced · −139K sh | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | 187K | $1.4M | ▲+6.1% Added · +11K sh | Q2 2026 | |
| 11 | PFG Investments, LLC | 138K | $1.1M | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 12 | LPL Financial LLC | 127K | $971K | ▼−17% Reduced · −27K sh | Q1 2026 | |
| 13 | Baird Financial Group, Inc. | 124K | $948K | ▼−22% Reduced · −34K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 86K | $662K | ▼−4.1% Reduced · −4K sh | Q1 2026 | |
| 15 | SeaCrest Wealth Management, LLC | 74K | $572K | ▲+13% Added · +8K sh | Q2 2026 | |
| 16 | Yakira Capital Management, Inc. | 66K | $513K | ▼−9.6% Reduced · −7K sh | Q2 2026 | |
| 17 | First Foundation Advisors | 61K | $474K | —Held | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | 57K | $440K | —Held | Q2 2026 | |
| 19 | Next Capital Management LLC | 55K | $425K | —Held | Q2 2026 | |
| 20 | Shaker Financial Services, LLC | 48K | $374K | ▼−60% Reduced · −71K sh | Q2 2026 | |
| 21 | Total Wealth Planning & Management, Inc. | 46K | $356K | ▲+2.9% Added · +1K sh | Q2 2026 | |
| 22 | Readystate Asset Management LP | 43K | $332K | ▲New +43K sh | Q2 2026 | |
| 23 | Closed-End Fund Advisors, Inc. | 42K | $327K | ▲+4.2% Added · +2K sh | Q2 2026 | |
| 24 | Post Resch Tallon Group Inc. | 39K | $304K | ▲+32% Added · +10K sh | Q2 2026 | |
| 25 | Fifth Third Bancorp | 37K | $286K | ▲New +37K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in OPP and 11 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 24 funds | $1.3B |
| Nvidia CorpNVDA | 22 funds | $1.4B |
| Amazon.com IncAMZN | 22 funds | $1.0B |
| Apple IncAAPL | 21 funds | $1.9B |
| Vanguard S&P 500 ETFVOO | 21 funds | $977.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $812.4M |
| Alphabet Inc-CL AGOOGL | 21 funds | $800.3M |
| Alphabet Inc-CL CGOOG | 21 funds | $579.4M |
| Eli Lilly & CoLLY | 21 funds | $300.9M |
| Johnson & JohnsonJNJ | 21 funds | $234.3M |
| Merck & Co. Inc.MRK | 21 funds | $125.5M |
| Vanguard Ftse Emerging MarkeVWO | 21 funds | $94.9M |
Ranked by how many of OPP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 26, 2026 | Swanson David | Director | Sell (S) | 505 | $8K |
| Oct 17, 2025 | O'Neill Stephen Andrew | Insider | Buy (P) | 30 | $248 |
| Dec 27, 2021 | Swanson David | Director | Buy (P) | 2K | $50K |
| Oct 5, 2021 | Swanson David | Director | Buy (P) | 355 | $5K |
| Apr 12, 2021 | O'Neill Stephen Andrew | Insider | Sell (S) 3 lots, same day | 20K | $308K |
| Nov 19, 2020 | Swanson David | Director | Buy (P) | 1K | $15K |
| Oct 20, 2020 | Galley Patrick W. | Insider | Buy (P) 3 lots, same day | 3K | $46K |
| Oct 10, 2020 | Galley Patrick W. | Insider | Buy (P) 2 lots, same day | 5K | $69K |
| Oct 7, 2020 | O'Neill Stephen Andrew | Insider | Buy (P) | 5K | $69K |
| Apr 13, 2020 | Oakes John S. | Director | Buy (P) | 500 | $7K |
| Mar 12, 2020 | Schmucker Brian H | Insider | Sell (S) | 6K | $82K |
| Dec 26, 2019 | Oakes John S. | Director | Buy (P) 2 lots, same day | 686 | $11K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 17 | – |
Insiders Form 4 open-market | 0 | 1 | -$8K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| OPPthis pagecommon | 60 funds | $64.7M |
| 76882G404PREFERRED DEBT | 1 funds | $17K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for OPP
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OPP/capital-change-brief"
Use Arkolith's capital_change_brief for OPP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OPP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.