Among active 13F managers last quarter, 9 opened and 9 added, while 6 reduced; the largest holder to move was Yaupon Capital Management LP (+3.8%). Over the last 180 days, 4 insiders bought and none sold, a net +$461K in open-market trades.
Funds lean in and no leg opposes.
77 tracked 13F filers disclose a position in OPAL as of the latest SEC 13F filings, a combined $29.5M 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 | Ares Management LLC | 3.1M | $6.7M | —Held | Q2 2026 | |
| 2 | Electron Capital Partners, LLC | 1.8M | $4.5M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | 1.4M | $3.1M | ▲+12% Added · +155K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.0M | $2.2M | ▼−0.1% Reduced · −902 sh | Q2 2026 | |
| 5 | Yaupon Capital Management LP | 810K | $1.8M | ▲+3.8% Added · +29K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 547K | $1.2M | ▲+4.7% Added · +24K sh | Q2 2026 | |
| 7 | UBS Group AG | 482K | $1.2M | ▼−9.2% Reduced · −49K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | 454K | $1.1M | —Held | Q1 2026 | |
| 9 | SIR Capital Management, L.P. | 374K | $822K | —Held | Q2 2026 | |
| 10 | Inspire Investing, LLC | 310K | $682K | ▲+41% Added · +90K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 257K | $649K | ▼−18% Reduced · −58K sh | Q1 2026 | |
| 12 | J. Derek Lewis & Associates Inc. | 249K | $547K | ▼−4.4% Reduced · −12K sh | Q2 2026 | |
| 13 | State Street Corp | 239K | $525K | ▲+6.5% Added · +15K sh | Q2 2026 | |
| 14 | Marshall Wace, LLP | 224K | $566K | ▲New +224K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 174K | $439K | ▲+7.1% Added · +12K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 167K | $368K | ▲+23% Added · +31K sh | Q2 2026 | |
| 17 | Vanguard Portfolio Management LLC | 150K | $331K | ▲+18% Added · +23K sh | Q2 2026 | |
| 18 | Adage Capital Partners GP, L.L.C. | 115K | $290K | —Held | Q1 2026 | |
| 19 | Morgan Stanley | 103K | $260K | ▼−39% Reduced · −65K sh | Q1 2026 | |
| 20 | Susquehanna International Group, LLP | 86K | $217K | ▲+213% Added · +59K sh | Q1 2026 | |
| 21 | Winton Group Ltd | 68K | $149K | ▲+439% Added · +55K sh | Q2 2026 | |
| 22 | AQR Capital Management LLC | 64K | $162K | ▼−25% Reduced · −21K sh | Q1 2026 | |
| 23 | Jane Street Group, LLC | 49K | $123K | ▲New +49K sh | Q1 2026 | |
| 24 | Shay Capital LLC | 43K | $94K | ▲~0% Added · +5 sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | 42K | $105K | ▲+19% Added · +7K 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, 9 funds opened a new position in OPAL and 9 added to an existing one, while 6 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 |
|---|---|---|
| Albemarle CorpALB | 31 funds | $728.4M |
| Nvidia CorpNVDA | 30 funds | $118.0B |
| Tesla IncTSLA | 30 funds | $20.0B |
| Ge Vernova IncGEV | 30 funds | $6.8B |
| Vertiv Holdings Co-AVRT | 30 funds | $5.1B |
| Cheniere Energy IncLNG | 30 funds | $2.0B |
| Apple IncAAPL | 29 funds | $82.5B |
| Microsoft CorpMSFT | 29 funds | $61.8B |
| Alphabet Inc-CL AGOOGL | 29 funds | $52.7B |
| Broadcom IncAVGO | 29 funds | $49.1B |
| Amazon.com IncAMZN | 29 funds | $47.4B |
| Meta Platforms Inc-Class AMETA | 29 funds | $28.3B |
Ranked by how many of OPAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPAL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Comora Adam | Co-Chief Executive Officer | Buy (P) | 20K | $42K |
| Sep 1, 2026 | Nisar Nadeem | Director | Buy (P) | 10K | $19K |
| Sep 1, 2026 | Comora Adam | Co-Chief Executive Officer | Buy (P) | 50K | $97K |
| Aug 31, 2026 | Nisar Nadeem | Director | Buy (P) | 10K | $20K |
| Jun 11, 2026 | Sutton Scott McDougald | Director | Buy (P) | 50K | $98K |
| Jun 3, 2026 | Nisar Nadeem | Director | Buy (P) | 5K | $11K |
| Jun 2, 2026 | Nisar Nadeem | Director | Buy (P) | 10K | $23K |
| May 21, 2026 | Dols Scott V. | Director | Buy (P) | 8K | $16K |
| May 20, 2026 | Dols Scott V. | Director | Buy (P) | 4K | $9K |
| May 19, 2026 | Dols Scott V. | Director | Buy (P) | 25K | $51K |
| May 18, 2026 | Nisar Nadeem | Director | Buy (P) | 5K | $10K |
| May 18, 2026 | Dols Scott V. | Director | Buy (P) | 13K | $25K |
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 | 27 | 21 | – |
Insiders Form 4 open-market | 4 | 0 | +$461K |
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.
Connected entities for OPAL
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/OPAL/capital-change-brief"
Use Arkolith's capital_change_brief for OPAL. 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 OPAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.