Among active 13F managers last quarter, 2 opened and 2 added, while 3 reduced; the largest holder to move was First American Financial Corp (new position). Over the last 180 days, 1 insider bought and none sold, a net +$200K in open-market trades.
The legs disagree, or only one of them leans.
30 tracked 13F filers disclose a position in OPAD as of the latest SEC 13F filings, a combined $8.6M 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 | Kemnay Advisory Services Inc. | 1.4M | $904K | —Held | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 1.2M | $762K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | BlackRock, Inc. | 639K | $419K | ▲+4.9% Added · +30K sh | Q1 2026 | |
| 4 | First American Financial Corp | 512K | $2.5M | ▲New +512K sh | Q2 2026 | |
| 5 | KMT Wealth Management, LLC | 304K | $1.5M | ▲New +304K sh | Q2 2026 | |
| 6 | Kingsbury Capital Investment Advisors LLC | 304K | $1.5M | ▲New +304K sh | Q2 2026 | |
| 7 | Shay Capital LLC | 270K | $177K | ▼−25% Reduced · −90K sh | Q1 2026 | |
| 8 | UBS Group AG | 202K | $132K | ▲+187% Added · +131K sh | Q1 2026 | |
| 9 | XTX Topco Ltd | 157K | $103K | ▲+203% Added · +105K sh | Q1 2026 | |
| 10 | Morgan Stanley | 151K | $99K | ▲+86% Added · +70K sh | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 136K | $89K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | Susquehanna International Group, LLP | 94K | $61K | ▼−15% Reduced · −16K sh | Q1 2026 | |
| 13 | Monograph Wealth Advisors, LLC | 60K | $32K | —Held | Q2 2026 | |
| 14 | Bridgeway Capital Management, LLC | 45K | $30K | ▲+79% Added · +20K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 35K | $23K | —Held | Q1 2026 | |
| 16 | Marshall Wace, LLP | 35K | $23K | ▼−94% Reduced · −600K sh | Q1 2026 | |
| 17 | Renaissance Technologies LLC | 35K | $23K | ▼−79% Reduced · −131K sh | Q1 2026 | |
| 18 | Barclays PLC | 33K | $22K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 19 | Geode Capital Management, LLC | 32K | $156K | ▲New +32K sh | Q2 2026 | |
| 20 | Simplex Trading, LLC | 30K | $19K | ▲New +30K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | 26K | $17K | —Held | Q1 2026 | |
| 22 | Cerity Partners LLC | 24K | $16K | ▼−16% Reduced · −5K sh | Q1 2026 | |
| 23 | Citigroup Inc | 9K | $6K | ▲+241% Added · +6K sh | Q1 2026 | |
| 24 | Vanguard Global Advisers, LLC | 4K | $2K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 25 | Royal Bank Of Canada | 687 | $0 | ▼−74% Reduced · −2K 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, 2 funds opened a new position in OPAD and 2 added to an existing one, while 3 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 1 funds | $224.0M |
| Vanguard Total Intl StockVXUS | 1 funds | $164.0M |
Ranked by how many of OPAD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPAD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Bair Brian | Chief Executive Officer, Director | Buy (P) | 123K | $97K |
| Jun 2, 2026 | Bair Brian | Chief Executive Officer, Director | Buy (P) | 125K | $103K |
| Jun 14, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 8K | $38K |
| Jun 13, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 10K | $49K |
| Jun 12, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 3K | $13K |
| Jun 11, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 14K | $70K |
| Jun 10, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 15K | $74K |
| Jun 6, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 5K | $24K |
| Jun 5, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 10K | $49K |
| Jun 3, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 8K | $38K |
| May 31, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 10K | $49K |
| May 30, 2024 | Sella Roberto Marco | Director, 10% Owner | Buy (P) | 9K | $44K |
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 | 6 | 11 | – |
Insiders Form 4 open-market | 1 | 0 | +$200K |
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 |
|---|---|---|
| OPADthis pageStock | 26 funds | $3.0M |
| OPADthis pageCOM CL A | 4 funds | $5.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for OPAD
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/OPAD/capital-change-brief"
Use Arkolith's capital_change_brief for OPAD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for OPAD. Filings are public domain, sourced to SEC EDGAR.