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OPFI
OppFi Inc. · Financial Services · Financial - Credit Services
67Отслеживаемые держатели
-4Δ держателей
17.44MАкций в держании
$172.69MОтчётная стоимость
+5Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -5.6% ·
поток акций +6.0% ·
новые чистые позиции -6.0%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | -4 | 17.44M | $172.69M | +5 | −9 |
| Q1 2026 | 73 | +2 | 16.45M | $126.69M | +8 | −6 |
| Q4 2025 | 71 | 0 | 18.07M | $189.03M | +1 | −1 |
| Q3 2025 | 17 | 0 | 11.35M | $128.56M | +1 | −2 |
| Q2 2025 | 15 | +3 | 6.86M | $96.03M | +3 | — |
| Q1 2025 | 9 | -1 | 2.83M | $26.29M | — | −1 |
| Q4 2024 | 10 | +1 | 3.20M | $24.53M | +1 | — |
| Q3 2024 | 8 | 0 | 1.63M | $7.72M | +1 | −1 |
| Q2 2024 | 8 | — | 1.52M | $5.14M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 3.02M | +14.8% | $29.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 3.02M | +14.8% | $29.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 3.02M | +14.8% | $29.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 2.22M | +86.9% | $22.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.07M | +108.7% | $10.59M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 12 | Geode Capital Management ✦ (пассивный) | 742.86K | +21.5% | $7.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Geode Capital Management ✦ (пассивный) | 742.86K | +21.5% | $7.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 669.26K | -39.0% | $6.65M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Nuveen, LLC | 641.38K | -1.7% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Nuveen, LLC | 641.38K | -1.7% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (пассивный) | 564.62K | +5.3% | $5.61M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 533.01K | -15.4% | $5.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 454.14K | +38.2% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 454.14K | +38.2% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | UBS Group AG | 355.11K | +7.9% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 355.11K | +7.9% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 355.11K | +7.9% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Millennium Management ✦ | 333.11K | -24.6% | $3.31M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 38 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | LPL Financial LLC | 206.42K | -2.3% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | BNP Paribas Asset Management… | 162.60K | +1184.8% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Marshall Wace ✦ | 159.26K | -22.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Marshall Wace ✦ | 159.26K | -22.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Tudor Investment Corp Et Al | 156.29K | -67.9% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 132.65K | +0.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 132.65K | +0.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Mackenzie Financial Corp | 129.03K | -30.3% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Victory Capital Management Inc | 128.49K | -9.9% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | First Trust Advisors Lp | 116.25K | +32.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 89.74K | +9.6% | $891,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 89.74K | +9.6% | $891,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 89.74K | +9.6% | $891,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 89.74K | +9.6% | $891,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Charles Schwab Investment… | 87.45K | +17.7% | $868,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Federated Hermes, Inc. | 80.91K | 0.0% | $803,476 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Hrt Financial Lp | 75.00K | Новый | $744,000 | 0.0% | New | 1 | SEC ↗ |
| 66 | American Century Companies Inc | 72.25K | -4.3% | $717,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 73 | Creative Planning | 67.08K | Новый | $666,134 | 0.0% | New | 1 | SEC ↗ |
| 74 | Creative Planning | 67.08K | Новый | $666,134 | 0.0% | New | 1 | SEC ↗ |
| 75 | Barclays Plc | 66.88K | -4.9% | $664,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Barclays Plc | 66.88K | -4.9% | $664,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Allspring Global Investments… | 65.58K | +3.6% | $656,506 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Allspring Global Investments… | 65.58K | +3.6% | $656,506 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Credit Agricole S A | 62.19K | 0.0% | $617,537 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Man Group plc | 61.94K | -13.9% | $615,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Canada Pension Plan Investment Board | 55.30K | -4.7% | $549,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 46.74K | -37.0% | $464,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Alliancebernstein L.P. | 48.69K | +85.9% | $375,400 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Raymond James Financial Inc | 35.82K | -15.0% | $355,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Raymond James Financial Inc | 35.82K | -15.0% | $355,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Cetera Investment Advisers | 33.20K | +8.9% | $329,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Rhumbline Advisers | 31.34K | +2.8% | $311,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | HighTower Advisors, LLC | 29.22K | +9.8% | $290,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Citigroup Inc | 27.12K | -59.8% | $269,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Citigroup Inc | 27.12K | -59.8% | $269,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 24.18K | -21.7% | $240,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Universal- Beteiligungs- und… | 20.54K | -17.6% | $203,913 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | T. Rowe Price ✦ | 18.76K | +3.6% | $187,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 97 | Lazard Asset Management Llc | 18.47K | +56.2% | $183,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $744,000 | 0.0% |
| Creative Planning | $666,134 | 0.0% |
| Creative Planning | $666,134 | 0.0% |
Закрыто
| Arrowstreet Capital | $1.63M | составлял 0.0% |
| Rockefeller Capital… | $1.31M | составлял 0.0% |
| Simplex Trading, Llc | $591,426 | составлял 0.0% |
| Jane Street Group, Llc | $417,319 | составлял 0.0% |
| Squarepoint Ops LLC | $224,824 | составлял 0.0% |
| D. E. Shaw & Co. | $200,853 | составлял 0.0% |
| Hsbc Holdings Plc | $127,185 | составлял 0.0% |
| Susquehanna International… | $105,411 | составлял 0.0% |
| Peak6 Llc | $3,824 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 146 держатели, 18.85M акции, $144.58M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Aug 21
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K акц. @ 7.07 · $25,104
Aug 20
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.45K акц. @ 7.13 · $24,597
Aug 19
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.50K акц. @ 7.16 · $25,053
Aug 18
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K акц. @ 7.04 · $24,990
Aug 14
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 20.00K акц. @ 7.20 · $144,012
Aug 13
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 60.00K акц. @ 7.13 · $427,680
Aug 12
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 60.00K акц. @ 7.05 · $422,988
Продажи на открытом рынке (S)
Aug 19
Vennettilli David
Director · 28.48K акц. · $203,967
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 14
SC 13G/A — LMR Partners LLP
Aug 14
SC 13G/A — ARISTEIA CAPITAL, L.L.C.
Aug 13
SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP
Aug 13
SC 13G/A — WELLINGTON TRUST Co N A
Jul 31
SC 13G/A — VANGUARD CAPITAL MANAGEMENT LLC
Jul 29
SC 13G/A — BlackRock, Inc.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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