证券记录
OPFI
OppFi Inc. · Financial Services · Financial - Credit Services
67被追踪持有人
-4Δ持有人
17.44M持有股份
$172.69M报告持仓市值
+5新建仓位
−9清仓
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 +6.0% ·
净新建仓位 -6.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (被动) | 564.62K | +5.3% | $5.61M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 533.01K | -15.4% | $5.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 454.14K | +38.2% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 454.14K | +38.2% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Tudor Investment Corp Et Al | 156.29K | -67.9% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 132.65K | +0.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 132.65K | +0.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mackenzie Financial Corp | 129.03K | -30.3% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Charles Schwab Investment… | 87.45K | +17.7% | $868,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | American Century Companies Inc | 72.25K | -4.3% | $717,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Barclays Plc | 66.88K | -4.9% | $664,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Barclays Plc | 66.88K | -4.9% | $664,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 35.82K | -15.0% | $355,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 35.82K | -15.0% | $355,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Citigroup Inc | 27.12K | -59.8% | $269,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citigroup Inc | 27.12K | -59.8% | $269,331 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 18.76K | +3.6% | $187,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Sei Investments Co | 15.86K | -0.8% | $157,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Sei Investments Co | 15.86K | -0.8% | $157,499 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 12.46K | +11.8% | $115,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 7.18K | +96.3% | $71,292 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 7.18K | +96.3% | $71,292 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Legal & General Group Plc | 2.74K | +24.2% | $27,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | New York State Common Retirement… | 2.20K | 0.0% | $21,846 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 950 | -62.9% | $10,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 950 | -62.9% | $10,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 950 | -62.9% | $10,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Group One Trading Llc | 422 | 新增 | $4,190 | 0.0% | New | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 233 | 新增 | $2,314 | 0.0% | New | 1 | SEC ↗ |
| 64 | Blair William & Co/Il | 101 | +180.6% | $1,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 96 | 0.0% | $953 | 0.0% | Held | 2 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 52 | 新增 | $517 | 0.0% | New | 1 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 39 | -87.2% | $387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Group One Trading Llc | $4,190 | 0.0% |
| Us Bancorp \De\ | $2,314 | 0.0% |
| National Bank Of Canada /Fi/ | $517 | 0.0% |
已清仓
| D. E. Shaw & Co. | $200,853 | 曾为 0.0% |
| Hsbc Holdings Plc | $127,185 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 146 持有人, 18.85M 股份, $144.58M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Aug 24
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.48K 股 @ 7.15 · $24,831
Aug 21
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K 股 @ 7.07 · $25,104
Aug 20
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.45K 股 @ 7.13 · $24,597
Aug 19
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.50K 股 @ 7.16 · $25,053
Aug 18
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K 股 @ 7.04 · $24,990
Aug 14
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 20.00K 股 @ 7.20 · $144,012
Aug 13
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 60.00K 股 @ 7.13 · $427,680
Aug 12
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 60.00K 股 @ 7.05 · $422,988
公开市场卖出 (S)
Aug 19
Vennettilli David
Director · 28.48K 股 · $203,967
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
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