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DaveManuel.com · Institutional Ownership · Who Owns It

OPPFI INC (OPFI)

Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.

150
Reporting holders
$236.8M
Reported value
3.3%
Calls
2.5%
Puts
+3
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
WELLINGTON MANAGEMENT GROUP LLP$30.0M3,019,2500.01%4q+14.8%+$3.9M
VANGUARD CAPITAL MANAGEMENT LLC$22.0M2,216,7920.00%2q+86.9%+$10.2M
BlackRock, Inc.$20.3M2,047,2430.00%8q+5.8%+$1.1M
CITADEL ADVISORS LLC$12.9M
incl. $2.3M options CALL+PUT
1,066,4280.00%20q+108.7%+$6.7M
CORSAIR CAPITAL MANAGEMENT, L.P.$10.5M1,053,3791.31%2q+3449.1%+$10.2M
M3F, Inc.$7.6M764,4451.80%newNEW
GEODE CAPITAL MANAGEMENT, LLC$7.4M742,8600.00%19q+21.5%+$1.3M
TWO SIGMA INVESTMENTS, LP$6.6M669,2570.00%11q-39.0%-$4.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.6M CALL+PUToptions only0.00%20qOPTIONS
DIMENSIONAL FUND ADVISORS LP$6.4M646,2330.00%8q+51.7%+$2.2M
Nuveen, LLC$6.4M641,3760.00%6q-1.7%-$111.4K
LB Partners LLC$6.3M632,5004.28%11q+26.5%+$1.3M
STATE STREET CORP$5.6M564,6170.00%20q+5.3%+$282.0K
RENAISSANCE TECHNOLOGIES LLC$5.3M533,0080.01%18q-15.4%-$966.2K
GOLDMAN SACHS GROUP INC$4.5M454,1430.00%13q+38.2%+$1.2M
AMERIPRISE FINANCIAL INC$4.5M448,1420.00%3q+259.0%+$3.2M
MORGAN STANLEY$4.1M415,8290.00%20q-41.5%-$2.9M
UBS Group AG$3.5M355,1080.00%15q+7.9%+$257.1K
MILLENNIUM MANAGEMENT LLC$3.3M333,1140.00%13q-24.6%-$1.1M
GLOBEFLEX CAPITAL L P$3.2M326,3130.41%8q-2.4%-$80.7K
NORTHERN TRUST CORP$3.0M300,9440.00%20q+53.8%+$1.0M
PL Capital Advisors, LLC$3.0M300,0000.83%newNEW
JPMORGAN CHASE & CO$2.7M285,0210.00%20q-57.1%-$3.6M
VANGUARD FIDUCIARY TRUST CO$2.5M253,4830.00%2q+34.0%+$638.8K
SIMPLEX TRADING, LLC$2.4M CALL+PUToptions only0.00%12qOPTIONS
LPL Financial LLC$2.0M206,4170.00%11q-2.3%-$49.2K
Kestra Advisory Services, LLC$1.9M189,2530.01%4q+7.5%+$131.1K
BANK OF AMERICA CORP /DE/$1.8M185,9950.00%20q+3.1%+$54.7K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8M178,3550.00%2q+15.9%+$242.9K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.$1.6M162,6010.00%2q+1184.8%+$1.5M
MARSHALL WACE, LLP$1.6M159,2650.00%2q-22.4%-$456.2K
TUDOR INVESTMENT CORP ET AL$1.6M156,2930.00%10q-67.9%-$3.3M
DEUTSCHE BANK AG\$1.3M132,6470.00%7q+0.6%+$8.1K
MACKENZIE FINANCIAL CORP$1.3M129,0320.00%4q-30.3%-$557.5K
VICTORY CAPITAL MANAGEMENT INC$1.3M128,4850.00%7q-9.9%-$140.5K
WCG Wealth Advisors LLC$1.2M124,6900.03%4q+16.5%+$175.7K
Trexquant Investment LP$1.2M123,4820.01%7q-72.4%-$3.2M
FIRST TRUST ADVISORS LP$1.2M116,2450.00%4q+32.1%+$280.6K
GROUP ONE TRADING LLC$1.1M
incl. $1.1M options CALL+PUT
4220.00%20qHELD
Manatuck Hill Partners, LLC$993.0K100,0000.33%newNEW
EMERALD MUTUAL FUND ADVISERS TRUST$907.9K91,4330.03%newNEW
Bank of New York Mellon Corp$891.1K89,7430.00%17q+9.6%+$78.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$868.4K87,4500.00%17q+17.7%+$130.5K
JANE STREET GROUP, LLC$830.1K CALLoptions only0.00%11qOPTIONS
FEDERATED HERMES, INC.$803.5K80,9140.00%8qHELD
HRT FINANCIAL LP$744.0K
incl. $744.0K options OPT
75,0000.00%newNEW
Cambridge Investment Research Advisors, Inc.$722.0K72,6220.00%5q+103.8%+$367.7K
AMERICAN CENTURY COMPANIES INC$717.4K72,2490.00%10q-4.3%-$32.1K
AQR CAPITAL MANAGEMENT LLC$716.5K72,1600.00%10q+99.7%+$357.6K
Creative Planning$666.1K67,0830.00%newNEW
BARCLAYS PLC$664.2K66,8840.00%17q-4.9%-$34.1K
Allspring Global Investments Holdings, LLC$656.5K65,5850.00%5q+3.6%+$22.8K
CREDIT AGRICOLE S A$617.5K62,1890.00%5qHELD
Man Group plc$615.1K61,9410.00%4q-13.9%-$99.0K
Brevan Howard Capital Management LP$599.2K60,3430.00%3q+29.9%+$137.9K
IMC-Chicago, LLC$581.9K CALL+PUToptions only0.00%newOPTIONS
ExodusPoint Capital Management, LP$567.2K57,1210.00%newNEW
State of Wyoming$557.4K56,1320.06%7q+31.3%+$133.0K
CANADA PENSION PLAN INVESTMENT BOARD$549.1K55,3000.00%3q-4.7%-$26.8K
PDT Partners, LLC$473.2K47,6550.02%5q-84.9%-$2.7M
Diversify Advisory Services, LLC$470.7K49,9670.01%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$470.7K49,9670.01%2qHELD
BNP PARIBAS FINANCIAL MARKETS$464.1K46,7420.00%7q-37.0%-$272.6K
Schonfeld Strategic Advisors LLC$447.9K45,1010.00%newNEW
AXQ CAPITAL, LP$425.5K42,8530.05%newNEW
ZACKS INVESTMENT MANAGEMENT$383.1K38,5850.00%10qHELD
Cornerstone Investment Partners, LLC$377.7K38,0350.01%8q-4.6%-$18.1K
ALLIANCEBERNSTEIN L.P.$375.4K48,6900.00%9q+85.9%+$173.5K
RAYMOND JAMES FINANCIAL INC$355.7K35,8210.00%7q-15.0%-$62.6K
VIRTUS ADVISERS, LLC$344.2K34,6670.13%newNEW
NORTHLAND SECURITIES, INC.$332.0K33,4330.19%newNEW
Cetera Investment Advisers$329.7K33,2040.00%5q+8.9%+$26.9K
EXCHANGE TRADED CONCEPTS, LLC$325.5K32,7750.00%newNEW
RHUMBLINE ADVISERS$311.2K31,3430.00%17q+2.8%+$8.4K
HighTower Advisors, LLC$290.1K29,2180.00%5q+9.8%+$26.0K
Graham Capital Management, L.P.$281.0K28,2960.01%5q+3.5%+$9.6K
CITIGROUP INC$269.3K27,1230.00%18q-59.8%-$400.5K
WELLS FARGO & COMPANY/MN$245.3K24,7040.00%14q-41.0%-$170.3K
OSAIC HOLDINGS, INC.$240.2K24,1840.00%20q-21.7%-$66.6K
MARTINGALE ASSET MANAGEMENT L P$235.4K23,7050.01%5qHELD
State of Alaska, Department of Revenue$222.0K22,4520.00%3q+36.5%+$59.3K
Universal- Beteiligungs- und Servicegesellschaft mbH$203.9K20,5350.00%4q-17.6%-$43.5K
NorthCrest Asset Manangement, LLC$190.1K20,5260.00%6q+0.5%
PRICE T ROWE ASSOCIATES INC /MD/$187.0K18,7640.00%5q+3.6%+$6.5K
LAZARD ASSET MANAGEMENT LLC$183.4K18,4670.00%2q+56.2%+$66.0K
STRS OHIO$179.7K18,1000.00%newNEW
MetLife Investment Management, LLC$175.0K17,6260.00%7qHELD
Invesco Ltd.$161.6K16,2710.00%17q-24.6%-$52.8K
SEI INVESTMENTS CO$157.5K15,8600.00%2q-0.8%-$1.3K
TCFG Investment Advisors, LLC$149.2K15,0240.05%2qHELD
Optivise Advisory Services LLC$145.5K14,6570.07%2q-13.0%-$21.8K
Private Advisor Group, LLC$140.8K14,1810.00%newNEW
Russell Investments Group, Ltd.$126.1K12,7030.00%6q+329.4%+$96.8K
Y-Intercept (Hong Kong) Ltd$119.1K11,9930.00%newNEW
MANGROVE PARTNERS IM, LLC$118.8K11,9610.01%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$118.6K11,9460.00%9q-5.9%-$7.4K
JONES FINANCIAL COMPANIES LLLP$115.6K12,4620.00%5q+11.8%+$12.2K
GREAT VALLEY ADVISOR GROUP, INC.$109.6K11,0370.00%7q-35.2%-$59.7K
Vanguard Global Advisers, LLC$106.7K10,7440.00%2qHELD
XTX Topco Ltd$105.1K10,5850.00%3q-87.8%-$756.7K

Showing the largest 100 of 151 reported holders. The count of 150 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.

Tender offers and delisting

Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.

FiledWhatFiled byPrice a shareSource
2026-07-20Delisting notice from the exchangeNEW YORK STOCK EXCHANGE LLC-filing

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-102026-08-10Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-26McKay Christopher J.Chief Risk & Analytics OfficerSold77,850$558.8K
2026-06-15Moore JocelynDirectorSold39,076$324.9K
2026-06-08Favilla Christina MDirectorSold30,000$244.2K
2026-08-19Vennettilli DavidDirectorSold28,485$204.0K
2026-06-12McKay Christopher J.Chief Risk & Analytics OfficerSold23,683$197.8K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-13Schwartz Todd G.Chief Executive OfficerBought60,000$427.7K
2026-08-12Schwartz Todd G.Chief Executive OfficerBought60,000$423.0K
2026-08-14Schwartz Todd G.Chief Executive OfficerBought20,000$144.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202627$17.1M2,839,87461230.0%
Q2 2026150$236.8M22,481,2483250416.2%
Q1 2026147$163.5M19,493,1742241478.0%
Q4 2025147$248.1M21,615,4052351428.9%
Q3 2025152$262.1M20,865,38434573610.0%
Q2 2025154$256.0M15,521,22740672915.4%
Q1 2025136$140.1M11,533,88849403023.5%
Q4 2024111$96.4M12,108,5533443153.8%
Q3 202484$45.3M8,934,4352128166.7%
Q2 202471$28.3M7,471,0846271810.4%
Q1 202471$22.3M7,576,99514172115.0%
Q4 202370$38.2M6,451,04318211413.6%
Q3 202356$10.7M4,098,911912143.8%
Q2 202353$7.8M3,738,966512172.3%
Q1 202351$7.5M3,547,94059222.6%
Q4 202248$8.1M3,655,53051898.2%
Q3 202248$9.5M3,527,2306141514.2%
Q2 202250$15.5M3,148,0961913933.6%
Q1 202246$17.9M3,061,2321981241.3%
Q4 202132$20.7M3,122,486714531.6%
Q3 202137$51.2M6,074,08439007.7%
Q2 20211$204.0K20,0001000.0%