| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Wilmington Savings Fund Society, FSB | $390K | 595.2K | Held | Q1 2026 |
| 2 | IEQ CAPITAL, LLC | $51K | 78.2K | Held | Q1 2026 |
| 3 | STATE STREET CORP | $42K | 63.4K | Held | Q1 2026 |
| 4 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $30K | 45.4K | Added | Q1 2026 |
| 5 | CITADEL ADVISORS LLC | $23K | 34.8K | Reduced | Q1 2026 |
| 6 | Pathstone Holdings, LLC | $17K | 26.1K | Held | Q1 2026 |
| 7 | Vanguard Personalized Indexing Management, LLC | $9K | 13.2K | New | Q1 2026 |
| 8 | IFP Advisors, Inc | $22 | 34 | New | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Bair Brian | Chief Executive Officer, Director | Buy (P) | 125.0K | $103K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $116.9B |
| AMAZON COM INCAMZN | 13 funds | $84.7B |
| BROADCOM INCAVGO | 13 funds | $61.3B |
| TESLA INCTSLA | 13 funds | $44.3B |
| JPMORGAN CHASE & COJPM | 13 funds | $38.0B |
| ELI LILLY & COLLY | 13 funds | $33.6B |
| CHEVRON CORPORATIONCVX | 13 funds | $32.4B |
| VISA INCV | 13 funds | $25.5B |
| CATERPILLAR INCCAT | 13 funds | $25.2B |
| MASTERCARD INCORPORATEDMA | 13 funds | $19.2B |
| COSTCO WHSL CORP NEWCOST | 13 funds | $19.1B |
| RTX CORPORATIONRTX | 13 funds | $18.3B |
Ranked by how many of OPAD's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OPAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.