Among active 13F managers last quarter, 2 opened and 3 added, while 2 reduced; the largest holder to move was Arax Advisory Partners (new position).
22 tracked 13F filers disclose a position in OPER as of the latest SEC 13F filings, a combined $141.8M 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 | Arax Advisory Partners | 302K | $30.2M | ▲New +302K sh | Q2 2026 | |
| 2 | U.S. Capital Wealth Advisors, LLC | 294K | $29.4M | ▲+9.7% Added · +26K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 265K | $26.5M | ▲+75% Added · +114K sh | Q1 2026 | |
| 4 | Blueprint Investment Partners LLC | 149K | $14.9M | ▼−49% Reduced · −146K sh | Q2 2026 | |
| 5 | Apollon Wealth Management, LLC | 77K | $7.7M | ▼−6.8% Reduced · −6K sh | Q1 2026 | |
| 6 | Blueprint Financial Advisors LLC | 74K | $7.4M | ▼−51% Reduced · −77K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 59K | $5.9M | ▲New +59K sh | Q2 2026 | |
| 8 | Spartan Planning & Wealth Management | 37K | $3.7M | ▼−34% Reduced · −19K sh | Q2 2026 | |
| 9 | Silver Oak Securities, Incorporated | 36K | $3.6M | ▲+0.6% Added · +202 sh | Q2 2026 | |
| 10 | Summit Financial, LLC | 34K | $3.4M | ▼−1.7% Reduced · −607 sh | Q2 2026 | |
| 11 | Teramo Advisors, LLC | 20K | $2.0M | —Held | Q2 2026 | |
| 12 | JPMorgan Chase & Co | 17K | $1.7M | ▲12× Added · +16K sh | Q1 2026 | |
| 13 | Platform Technology Partners | 14K | $1.4M | ▲+37% Added · +4K sh | Q2 2026 | |
| 14 | Magnus Financial Group LLC | 12K | $1.2M | ▲+126% Added · +7K sh | Q2 2026 | |
| 15 | Insight Wealth Partners, LLC | 9K | $939K | ▼−6.0% Reduced · −601 sh | Q2 2026 | |
| 16 | LPL Financial LLC | 7K | $715K | ▲New +7K sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 6K | $646K | ▼−21% Reduced · −2K sh | Q1 2026 | |
| 18 | Legacy Financial Group, Inc. | 2K | $229K | —Held | Q2 2026 | |
| 19 | Colonial Trust Co / SC | 330 | $33K | ▼−30% Reduced · −143 sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 295 | $30K | ▲+71% Added · +122 sh | Q1 2026 | |
| 21 | AE Wealth Management LLC | 37 | $4K | ▼−20% Reduced · −9 sh | Q1 2026 | |
| 22 | Morgan Stanley | 1 | $110 | —Held | 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 OPER and 3 added to an existing one, while 2 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 9 funds | $14.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $1.1B |
| Nvidia CorpNVDA | 8 funds | $2.9B |
| Amazon.com IncAMZN | 8 funds | $2.9B |
| Apple IncAAPL | 8 funds | $2.9B |
| Microsoft CorpMSFT | 8 funds | $1.7B |
| Broadcom IncAVGO | 8 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 8 funds | $1.1B |
| JPMorgan Chase & CoJPM | 8 funds | $911.8M |
| Walmart IncWMT | 8 funds | $727.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $724.4M |
| Vanguard Growth ETFVUG | 8 funds | $587.8M |
Ranked by how many of OPER's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPER.
No filings captured for this ticker in the live stream yet.
Connected entities for OPER
This ETF 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/OPER/capital-change-brief"
Use Arkolith's capital_change_brief for OPER. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for OPER. Filings are public domain, sourced to SEC EDGAR.