OPFI · OppFi Inc.

$7.42 +0.10 (+1.37%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$632.25M

85.21M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 148

Total Value: $232,156,168

Total Shares: 23,379,335

Showing 1–100 of 151 holdings by value · page 1 of 2

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 148 13F filers · Δ vs Mar 31, 2026

Top Holder

12.9%

+0.0 pts

Top 5

41.2%

+4.2 pts

Top 10

56.2%

+3.1 pts

HHI

486

Broadly held+41

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +47.5%

Shares held: +14.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+1,030,639	2,216,792
Small CORSAIR CAPITAL MANAGEMENT, L.P.	+1,023,699	1,053,379
Mega CITADEL ADVISORS LLC	+585,752	1,302,828
Mega WELLINGTON MANAGEMENT GROUP LLP	+389,082	3,019,250
Mega AMERIPRISE FINANCIAL INC	+323,314	448,142

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	−427,011	669,257
Mega JPMORGAN CHASE & CO	−380,035	285,021
Large TUDOR INVESTMENT CORP ET AL	−330,996	156,293
Large Trexquant Investment LP	−323,135	123,482
Mega MORGAN STANLEY	−294,479	415,829

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small M3F, Inc.	764,445	$7,590,938
Small PL Capital Advisors, LLC	300,000	$2,979,000
Small Manatuck Hill Partners, LLC	100,000	$993,000
Mid EMERALD MUTUAL FUND ADVISERS TRUST	91,433	$907,929
Large Creative Planning	67,083	$666,134

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	211,667	$1,631,952
Large Rockefeller Capital Management L.P.	170,000	$1,310,700
Mid SIMPLEX TRADING, LLC	76,709	$591,426
Mid Engineers Gate Manager LP	39,834	$307,120
Mid Campbell & CO Investment Adviser LLC	30,538	$235,447

Filter: New 30 Increased 54 Reduced 41 Sold out 29 Unchanged 23

Showing 100 of 151

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WELLINGTON MANAGEMENT GROUP LLP

$29,981,151

12.91%

3,019,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	1,286,048	$12,770,456	42.6%	Defined
Wellington Trust Company, NA joint	1,613,235	$16,019,423	53.4%	Defined
Wellington Management Australia Pty Ltd	119,967	$1,191,272	4.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$22,012,744

9.48%

2,216,792

BlackRock, Inc.

$20,329,119

8.76%

2,047,243

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	12,548	$124,601	0.6%	Sole
BlackRock Investment Management, LLC	74,616	$740,936	3.6%	Sole
BLACKROCK ADVISORS LLC	48,744	$484,027	2.4%	Sole
BlackRock Fund Advisors	1,043,224	$10,359,214	51.0%	Sole
BlackRock Institutional Trust Company, N.A.	789,147	$7,836,229	38.5%	Sole
Aperio Group, LLC	78,964	$784,112	3.9%	Sole

CITADEL ADVISORS LLC

$10,589,630

4.56%

1,066,428

CORSAIR CAPITAL MANAGEMENT, L.P.

$10,460,053

4.51%

1,053,379

M3F, Inc.

$7,590,938

3.27%

764,445

GEODE CAPITAL MANAGEMENT, LLC

$7,376,599

3.18%

742,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	117,603	$1,167,797	15.8%	Defined
Held directly	625,257	$6,208,802	84.2%	Defined

TWO SIGMA INVESTMENTS, LP

$6,645,722

2.86%

669,257

DIMENSIONAL FUND ADVISORS LP

$6,417,092

2.76%

646,233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,599	$15,878	0.2%	Defined
DFA Australia Ltd.	9,063	$89,995	1.4%	Defined
Dimensional Ireland Ltd	23,474	$233,096	3.6%	Defined
Held directly	612,097	$6,078,123	94.7%	Sole

Nuveen, LLC

$6,368,862

2.74%

641,376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	15,673	$155,632	2.4%	Defined
TEACHERS ADVISORS, LLC joint	625,703	$6,213,230	97.6%	Defined

LB Partners LLC

$6,280,725

2.71%

632,500

STATE STREET CORP

$5,606,646

2.42%

564,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	564,617	$5,606,646	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$5,292,769

2.28%

533,008

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$5,005,713

2.16%

504,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	504,100	$5,005,713	100.0%	Other

GOLDMAN SACHS GROUP INC

$4,509,639

1.94%

454,143

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	387,374	$3,846,623	85.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	66,769	$663,016	14.7%	Defined

AMERIPRISE FINANCIAL INC

$4,450,049

1.92%

448,142

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	295,768	$2,936,976	66.0%	Defined
Ameriprise Financial Services, LLC	400	$3,972	0.1%	Defined
Columbia Threadneedle Management Ltd	151,974	$1,509,101	33.9%	Defined

MORGAN STANLEY

$4,129,179

1.78%

415,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	753	$7,477	0.2%	Defined
MORGAN STANLEY & CO. LLC	8,824	$87,622	2.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	223,088	$2,215,263	53.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	155,065	$1,539,795	37.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	28,099	$279,022	6.8%	Defined

UBS Group AG

$3,526,221

1.52%

355,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	35,853	$356,020	10.1%	Defined
UBS AG	312,869	$3,106,789	88.1%	Defined
UBS Switzerland AG	6,386	$63,412	1.8%	Defined

MILLENNIUM MANAGEMENT LLC

$3,307,822

1.42%

333,114

GLOBEFLEX CAPITAL L P

$3,240,288

1.40%

326,313

NORTHERN TRUST CORP

$2,988,372

1.29%

300,944

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	220,675	$2,191,301	73.3%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	76,500	$759,645	25.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,769	$37,426	1.3%	Other

PL Capital Advisors, LLC

$2,979,000

1.28%

300,000

JPMORGAN CHASE & CO

$2,830,256

1.22%

285,021

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	10,755	$106,797	3.8%	Defined
J.P. Morgan Investment Management Inc.	1,577	$15,659	0.6%	Defined
J.P. Morgan Securities LLC	272,443	$2,705,358	95.6%	Defined
J.P. Morgan Securities plc	246	$2,442	0.1%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,517,086

1.08%

253,483

LPL Financial LLC

$2,049,720

0.88%

206,417

CITADEL ADVISORS LLC

$2,002,881

0.86%

201,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	201,700	$2,002,881	100.0%	Defined

Kestra Advisory Services, LLC

$1,879,282

0.81%

189,253

BANK OF AMERICA CORP /DE/

$1,846,928

0.80%

185,995

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	43,643	$433,374	23.5%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	74,907	$743,826	40.3%	Defined
BOFA SECURITIES, INC.	67,445	$669,728	36.3%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,771,065

0.76%

178,355

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,630,506

0.70%

164,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	164,200	$1,630,506	100.0%	Other

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

$1,614,627

0.70%

162,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AXA INVESTMENT MANAGERS UK LIMITED	162,601	$1,614,627	100.0%	Defined

MARSHALL WACE, LLP

$1,581,501

0.68%

159,265

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	159,265	$1,581,501	100.0%	Other

TUDOR INVESTMENT CORP ET AL

$1,551,989

0.67%

156,293

DEUTSCHE BANK AG\

$1,317,183

0.57%

132,647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	486	$4,825	0.4%	Defined
DWS Investments UK Ltd	132,161	$1,312,358	99.6%	Defined

MACKENZIE FINANCIAL CORP

$1,281,287

0.55%

129,032

VICTORY CAPITAL MANAGEMENT INC

$1,275,856

0.55%

128,485

WCG Wealth Advisors LLC

$1,238,171

0.53%

124,690

Trexquant Investment LP

$1,226,176

0.53%

123,482

FIRST TRUST ADVISORS LP

$1,154,312

0.50%

116,245

Manatuck Hill Partners, LLC

$993,000

0.43%

100,000

EMERALD MUTUAL FUND ADVISERS TRUST

$907,929

0.39%

91,433

Bank of New York Mellon Corp

$891,146

0.38%

89,743

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	44,639	$443,265	49.7%	Defined
The Bank of New York Mellon	42,823	$425,232	47.7%	Defined
BNY Mellon, NA joint	2,280	$22,640	2.5%	Defined
Held directly	1	$9	0.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$868,378

0.37%

87,450

JANE STREET GROUP, LLC

$830,148

0.36%

83,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	83,600	$830,148	100.0%	Defined

FEDERATED HERMES, INC.

$803,476

0.35%

80,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	80,914	$803,476	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$717,432

0.31%

72,249

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	72,249	$717,432	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$716,546

0.31%

72,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	48	$476	0.1%	Other
Compound Planning, Inc.	4	$39	0.0%	Other
Arax Advisory Partners	226	$2,244	0.3%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	199	$1,976	0.3%	Other
Stokes Family Office, LLC	4	$39	0.0%	Other
Held directly	71,679	$711,772	99.3%	Defined

Creative Planning

$666,134

0.29%

67,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	313	$3,108	0.5%	Defined
Held directly	66,770	$663,026	99.5%	Sole

BARCLAYS PLC

$664,157

0.29%

66,884

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	64,211	$637,615	96.0%	Defined
BARCLAYS CAPITAL INC.	2,673	$26,542	4.0%	Defined

Allspring Global Investments Holdings, LLC

$651,258

0.28%

65,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	276	$2,740	0.4%	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	65,309	$648,518	99.6%	Defined

CREDIT AGRICOLE S A

$617,536

0.27%

62,189

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Credit Agricole Corporate & Investment Bank joint	62,189	$617,536	100.0%	Defined

Man Group plc

$615,074

0.26%

61,941

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	61,941	$615,074	100.0%	Defined

Brevan Howard Capital Management LP

$599,205

0.26%

60,343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	60,343	$599,205	100.0%	Defined

ExodusPoint Capital Management, LP

$567,211

0.24%

57,121

State of Wyoming

$557,390

0.24%

56,132

CANADA PENSION PLAN INVESTMENT BOARD

$549,129

0.24%

55,300

Diversify Advisory Services, LLC

$496,172

0.21%

49,967

DIVERSIFY WEALTH MANAGEMENT, LLC

$496,172

0.21%

49,967

ALLIANCEBERNSTEIN L.P.

$483,491

0.21%

48,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	48,690	$483,491	100.0%	Defined

PDT Partners, LLC

$473,214

0.20%

47,655

BNP PARIBAS ARBITRAGE, SA

$464,148

0.20%

46,742

Schonfeld Strategic Advisors LLC

$447,852

0.19%

45,101

AXQ CAPITAL, LP

$425,530

0.18%

42,853

ZACKS INVESTMENT MANAGEMENT

$383,149

0.17%

38,585

Cornerstone Investment Partners, LLC

$377,687

0.16%

38,035

Cambridge Investment Research Advisors, Inc.

$360,568

0.16%

36,311

RAYMOND JAMES FINANCIAL INC

$355,702

0.15%

35,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	24,214	$240,445	67.6%	Defined
Raymond James Financial Services Advisors, Inc.	11,607	$115,257	32.4%	Defined

CITADEL ADVISORS LLC

$344,571

0.15%

34,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	34,700	$344,571	100.0%	Defined

VIRTUS ADVISERS, LLC

$344,242

0.15%

34,667

NORTHLAND SECURITIES, INC.

$331,989

0.14%

33,433

Cetera Investment Advisers

$329,715

0.14%

33,204

EXCHANGE TRADED CONCEPTS, LLC

$325,455

0.14%

32,775

RHUMBLINE ADVISERS

$311,235

0.13%

31,343

HighTower Advisors, LLC

$290,134

0.12%

29,218

Graham Capital Management, L.P.

$280,979

0.12%

28,296

CITIGROUP INC

$269,331

0.12%

27,123

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	27,123	$269,331	100.0%	Defined

WELLS FARGO & COMPANY/MN

$245,310

0.11%

24,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	23,665	$234,993	95.8%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,000	$9,930	4.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	39	$387	0.2%	Defined

OSAIC HOLDINGS, INC.

$240,147

0.10%

24,184

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	24,184	$240,147	100.0%	Defined

MARTINGALE ASSET MANAGEMENT L P

$235,390

0.10%

23,705

State of Alaska, Department of Revenue

$222,948

0.10%

22,452

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$213,355

0.09%

21,486

Universal- Beteiligungs- und Servicegesellschaft mbH

$203,912

0.09%

20,535

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Luxembourg S.A.	20,535	$203,912	100.0%	Defined

NorthCrest Asset Manangement, LLC

$203,823

0.09%

20,526

PRICE T ROWE ASSOCIATES INC /MD/

$186,326

0.08%

18,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	18,764	$186,326	100.0%	Defined

LAZARD ASSET MANAGEMENT LLC

$183,377

0.08%

18,467

STRS OHIO

$179,733

0.08%

18,100

MetLife Investment Management, LLC

$175,026

0.08%

17,626

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	17,626	$175,026	100.0%	Defined

Invesco Ltd.

$161,569

0.07%

16,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,952	$39,243	24.3%	Defined
Invesco Trust Co joint	10,117	$100,461	62.2%	Defined
Invesco Capital Management LLC	2,202	$21,865	13.5%	Defined

SEI INVESTMENTS CO

$157,489

0.07%

15,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	125	$1,241	0.8%	Sole
SEI TRUST CO	15,735	$156,248	99.2%	Sole

TCFG Investment Advisors, LLC

$149,188

0.06%

15,024

Optivise Advisory Services LLC

$145,544

0.06%

14,657

Private Advisor Group, LLC

$140,817

0.06%

14,181

Russell Investments Group, Ltd.

$126,140

0.05%

12,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	12,703	$126,140	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$123,747

0.05%

12,462

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	12,462	$123,747	100.0%	Sole

Y-Intercept (Hong Kong) Ltd

$119,090

0.05%

11,993

MANGROVE PARTNERS IM, LLC

$118,772

0.05%

11,961

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$118,623

0.05%

11,946

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	11,946	$118,623	100.0%	Defined

GREAT VALLEY ADVISOR GROUP, INC.

$109,597

0.05%

11,037

Vanguard Global Advisers, LLC

$106,687

0.05%

10,744

XTX Topco Ltd

$105,109

0.05%

10,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	10,585	$105,109	100.0%	Defined

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