136 tracked 13F filers disclose a position in OPFI as of the latest SEC 13F filings, a combined $133.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $14.9M | 1.9M | ▼−2.6% Reduced · −53K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $9.1M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 3 | TWO SIGMA INVESTMENTS, LP | $8.5M | 1.1M | ▲+70% Added · +452K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $7.4M | 743K | ▲+22% Added · +132K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $5.5M | 710K | ▼−21% Reduced · −190K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $5.1M | 665K | ▼−9.9% Reduced · −73K sh | Q1 2026 | |
| 7 | Nuveen, LLC | $5.0M | 653K | ▼−13% Reduced · −101K sh | Q1 2026 | |
| 8 | LB Partners LLC | $6.3M | 633K | ▲+27% Added · +133K sh | Q2 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $4.9M | 630K | ▲+2.3% Added · +14K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $5.6M | 565K | ▲+5.3% Added · +28K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $3.9M | 511K | ▼−10% Reduced · −58K sh | Q1 2026 | |
| 12 | TUDOR INVESTMENT CORP ET AL | $3.8M | 487K | ▼−6.7% Reduced · −35K sh | Q1 2026 | |
| 13 | Trexquant Investment LP | $3.4M | 447K | ▲+1.5% Added · +6K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $3.4M | 442K | ▼−28% Reduced · −169K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $3.3M | 426K | ▲+50% Added · +142K sh | Q1 2026 | |
| 16 | UBS Group AG | $2.5M | 329K | ▼−71% Reduced · −807K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $2.5M | 329K | ▼−33% Reduced · −164K sh | Q1 2026 | |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.6M | 212K | ▲+208% Added · +143K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $1.6M | 211K | ▲+2.4% Added · +5K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $1.6M | 205K | ▲New +205K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $1.5M | 196K | ▲+2.8% Added · +5K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $1.9M | 189K | ▲+7.5% Added · +13K sh | Q2 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $1.5M | 189K | →First observed position No prior filed position | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $1.4M | 180K | ▼−29% Reduced · −72K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $1.3M | 170K | ▲170× Added · +169K 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, 12 funds opened a new position in OPFI and 18 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 67 funds | $83.6B |
| NVIDIA CORPNVDA | 66 funds | $214.5B |
| MICROSOFT CORPMSFT | 66 funds | $150.4B |
| AMAZON.COM INCAMZN | 66 funds | $105.7B |
| BROADCOM INCAVGO | 66 funds | $88.1B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $59.5B |
| MICRON TECHNOLOGY INCMU | 65 funds | $20.3B |
| APPLE INCAAPL | 64 funds | $163.8B |
| VISA INC-CLASS A SHARESV | 64 funds | $33.7B |
| ALPHABET INC-CL CGOOG | 63 funds | $72.9B |
| ELI LILLY & COLLY | 63 funds | $41.8B |
| JPMORGAN CHASE & COJPM | 63 funds | $29.4B |
Ranked by how many of OPFI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | Schwartz Todd G. | Chief Executive Officer, Director, 10% Owner | Buy (P) | 60K | $428K |
| Aug 12, 2026 | Schwartz Todd G. | Chief Executive Officer, Director, 10% Owner | Buy (P) | 60K | $423K |
| Jun 15, 2026 | Moore Jocelyn | Director | Sell (S) | 39K | $325K |
| Jun 12, 2026 | McKay Christopher J. | Chief Risk & Analytics Officer | Sell (S) | 24K | $198K |
| Jun 8, 2026 | Favilla Christina M | Director | Sell (S) | 30K | $244K |
| May 4, 2026 | Vennettilli David | Director | Sell (S) | 10K | $100K |
| Mar 12, 2026 | Moore Jocelyn | Director | Sell (S) | 8K | $70K |
| Jan 5, 2026 | Johnson Pamela D. | CFO | Sell (S) | 5K | $52K |
| Dec 11, 2025 | Moore Jocelyn | Director | Sell (S) | 4K | $49K |
| Nov 21, 2025 | Moore Jocelyn | Director | Sell (S) | 20K | $186K |
| Nov 3, 2025 | McKay Christopher J. | Chief Risk & Analytics Officer | Sell (S) | 1K | $11K |
| Nov 3, 2025 | Johnson Pamela D. | CFO | Sell (S) | 1K | $11K |
| Class | 13F holders | Value held |
|---|---|---|
| OPFIthis pagecs | 136 funds | $133.2M |
| OPFI/WSWARRANT | 16 funds | $4.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for OPFI
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/OPFI/capital-change-brief"
Use Arkolith's capital_change_brief for OPFI. 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 OPFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.