Among active 13F managers last quarter, 1 opened and 16 added, while 3 reduced; the largest holder to move was Stephens Inc (+2.7%).
52 tracked 13F filers disclose a position in OPPE as of the latest SEC 13F filings, a combined $98.4M 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 | LPL Financial LLC | 347K | $18.6M | ▲+37% Added · +94K sh | Q1 2026 | |
| 2 | Stephens Inc | 247K | $13.8M | ▲+2.7% Added · +7K sh | Q2 2026 | |
| 3 | Sonoma Allocations LLC | 244K | $13.6M | ▲+17% Added · +35K sh | Q2 2026 | |
| 4 | Cathy Pareto & Associates, Inc | 163K | $9.1M | ▲+9.3% Added · +14K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 134K | $7.2M | ▲+134% Added · +77K sh | Q1 2026 | |
| 6 | WESCAP Management Group, Inc. | 72K | $4.0M | ▼−0.3% Reduced · −243 sh | Q2 2026 | |
| 7 | GC Wealth Management RIA, LLC | 45K | $2.5M | ▼−48% Reduced · −41K sh | Q2 2026 | |
| 8 | Spinnaker Investment Group, LLC | 45K | $2.5M | ▲+14% Added · +5K sh | Q2 2026 | |
| 9 | Sowell Financial Services LLC | 44K | $2.4M | ▲+10% Added · +4K sh | Q2 2026 | |
| 10 | D.A. Davidson & Co. | 43K | $2.4M | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 11 | Corient Private Wealth LP | 41K | $2.2M | ▼−0.1% Reduced · −25 sh | Q1 2026 | |
| 12 | Insigneo Advisory Services, LLC | 33K | $1.8M | ▲+11% Added · +3K sh | Q2 2026 | |
| 13 | Johnson Investment Counsel Inc | 27K | $1.5M | —Held | Q2 2026 | |
| 14 | Citadel Advisors LLC | 26K | $1.4M | ▼−46% Reduced · −22K sh | Q2 2026 | |
| 15 | UBS Group AG | 26K | $1.4M | ▲35× Added · +25K sh | Q1 2026 | |
| 16 | Quantinno Capital Management LP | 24K | $1.3M | ▲+21% Added · +4K sh | Q1 2026 | |
| 17 | MML Investors Services, LLC | 18K | $1.0M | ▲+51% Added · +6K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | 18K | $1.0M | ▲+2.2% Added · +394 sh | Q2 2026 | |
| 19 | Harbour Investments, Inc. | 17K | $899K | ▲25× Added · +16K sh | Q1 2026 | |
| 20 | Sanctuary Advisors, LLC | 16K | $892K | ▲+3.8% Added · +578 sh | Q2 2026 | |
| 21 | Jones Financial Companies LLLP | 16K | $826K | ▲+41% Added · +5K sh | Q1 2026 | |
| 22 | E&G Advisors, LLC | 16K | $884K | ▲+1.6% Added · +245 sh | Q2 2026 | |
| 23 | Cary Street Partners Financial LLC | 13K | $702K | —Held | Q1 2026 | |
| 24 | Raymond James Financial Inc | 12K | $656K | ▲+24% Added · +2K sh | Q1 2026 | |
| 25 | Ameriflex Group, Inc. | 11K | $628K | ▼−26% Reduced · −4K sh | Q2 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, 1 fund opened a new position in OPPE and 16 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 |
|---|---|---|
| Apple IncAAPL | 23 funds | $35.3B |
| Ishares Core S&P 500 ETFIVV | 23 funds | $16.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 23 funds | $1.9B |
| Vanguard Value ETFVTV | 23 funds | $1.8B |
| Vanguard Dividend Apprec ETFVIG | 23 funds | $411.9M |
| Nvidia CorpNVDA | 22 funds | $42.6B |
| Microsoft CorpMSFT | 22 funds | $28.4B |
| Amazon.com IncAMZN | 22 funds | $20.5B |
| Alphabet Inc-CL AGOOGL | 22 funds | $16.7B |
| Vanguard S&P 500 ETFVOO | 22 funds | $1.7B |
| Vanguard Total Stock MKT ETFVTI | 22 funds | $1.2B |
| Ishares Gold TrustIAU | 22 funds | $431.6M |
Ranked by how many of OPPE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPPE.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 719 funds | $11.8B |
| IHDGmc | 224 funds | $1.6B |
| XSOEmc | 221 funds | $1.1B |
| HEDJcs | 212 funds | $732.6M |
| AGGYmc | 159 funds | $720.9M |
| DDWMmc | 133 funds | $1.2B |
| IQDGmc | 133 funds | $539.3M |
| DGRSmc | 115 funds | $193.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OPPE
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/OPPE/capital-change-brief"
Use Arkolith's capital_change_brief for OPPE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OPPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.