OPFI · OppFi Inc. · Shareholders & Ownership

$5.77 +0.09 (+1.50%)

Russell 2000 member Rebalance outlook locked

Market Cap

$483.98M

85.21M

Volume · Oct 22 310.45K Avg daily vol (3M) 858.98K

Every disclosed holder of OPFI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OPFI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	151	24,169,699	28.37%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	32,262,364	37.86%	Yes
Remaining	—	28,776,184	33.77%	Rest
Registered funds (N-PORT, not summed)	119	6,348,020	7.45%	No

Shares outstanding: 85,208,247, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OPFI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Schwartz Todd G. Insider CIK 1873026 · Oct 1, 2026 Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed	27,541,860	32.32%	-7,140	Oct 1, 2026	Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed
1.1	Todd G. Schwartz 13D CIK 1873026 · Unknown · Apr 28, 2026	27,347,975	32.10%	-31,972,875	Apr 28, 2026
2	SCHWARTZ THEODORE G Insider CIK 1001874 · Jun 9, 2026 Director, 10% Owner, issuer-wide, not summed	21,917,109	25.72%	—	Jun 9, 2026	Director, 10% Owner, issuer-wide, not summed
3	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,019,250	3.54%	+389,082	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,019,250	3.54%	+389,082	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Wellington Trust Company, NA 13G CIK 846087 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,613,235	1.89%	+151,200	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	M3F, Inc. 13F CIK 1511291 · Unknown · Sep 30, 2026	2,453,551	2.88%	+1,689,106	Sep 30, 2026
5	LMR Partners LLP 13G CIK 1578621 · Exempt reporting adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution	2,330,473	2.74%	0	Jun 30, 2026	Rule 13d-1(b), qualified institution
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,216,792	2.60%	+1,030,639	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,456,441	2.88%	+1,092,951	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	ARISTEIA CAPITAL, L.L.C. 13G CIK 1080171 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution	2,203,396	2.59%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution
8	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,047,243	2.40%	+111,860	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,967,787	2.31%	+84,380	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	708,903	0.83%	+42,931	Jun 30, 2026	iShares Trust, not summed
8.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	243,628	0.29%	+24,582	Jun 30, 2026	iShares Trust, not summed
8.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	87,402	0.10%	+21,679	Jun 30, 2026	iShares Trust, not summed
8.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	42,025	0.05%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,770,057	2.08%	+924,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	McKay Christopher J. Insider CIK 1874705 · Oct 1, 2026 Chief Risk & Analytics Officer, issuer-wide, not summed	1,427,744	1.68%	-3,735	Oct 1, 2026	Chief Risk & Analytics Officer, issuer-wide, not summed
11	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,066,428	1.25%	+555,452	Jun 30, 2026	carried, not yet filed for the newest quarter
12	CORSAIR CAPITAL MANAGEMENT, L.P. 13F CIK 1276470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,053,379	1.24%	+1,023,699	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	742,860	0.87%	+131,676	Jun 30, 2026	carried, not yet filed for the newest quarter
14	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	669,257	0.79%	-427,011	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	646,233	0.76%	+220,144	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	176,532	0.21%	+88,578	Jul 31, 2026	Dimensional ETF Trust, not summed
15.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	142,831	0.17%	+45,641	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	120,151	0.14%	+36,736	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	45,232	0.05%	+11,428	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	37,905	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	641,376	0.75%	-11,220	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	544,110	0.64%	-10,770	Jul 31, 2026	TIAA-CREF Funds, not summed
16.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	38,797	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
16.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	31,487	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
16.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	11,309	0.01%	-282	Jun 30, 2026	TIAA-CREF Life Funds, not summed
17	LB Partners LLC 13F CIK 2007877 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	632,500	0.74%	+132,500	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	564,617	0.66%	+28,399	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,400	0.01%	-700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	637	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	533,008	0.63%	-97,300	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	454,143	0.53%	+125,619	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,890	0.01%	-13,067	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,712	0.01%	+2,378	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	448,142	0.53%	+323,314	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Columbia Integrated Small Cap Growth Fund Fund S000074122 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	45,886	0.05%	—	May 31, 2026	Columbia Funds Series Trust II, not summed
21.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	102	0.00%	+55	Jun 30, 2026	Columbia ETF Trust I, not summed
22	Vennettilli David Insider CIK 1873027 · Aug 19, 2026 Director, issuer-wide, not summed	438,935	0.52%	-28,485	Aug 19, 2026	Director, issuer-wide, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	415,829	0.49%	-294,479	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	406,714	0.48%	+93,161	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Ionic Capital Management LLC 13G CIK 1386462 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	380,520	0.45%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	355,108	0.42%	+25,892	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	333,114	0.39%	-108,673	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GLOBEFLEX CAPITAL L P 13F CIK 921531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	326,313	0.38%	-8,128	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	300,944	0.35%	+105,234	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,674	0.01%	+1,077	Jun 30, 2026	Northern Funds, not summed
30	PL Capital Advisors, LLC 13F CIK 1569147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.35%	+300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	285,021	0.33%	-380,035	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	253,483	0.30%	+64,330	Jun 30, 2026	carried, not yet filed for the newest quarter
33	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	206,417	0.24%	-4,951	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	189,253	0.22%	+13,206	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Favilla Christina M Insider CIK 1711487 · Jun 9, 2026 Director, issuer-wide, not summed	186,487	0.22%	-13,157	Jun 9, 2026	Director, issuer-wide, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	185,995	0.22%	+5,512	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	178,355	0.21%	+24,461	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Zeeman Gregory T Insider CIK 1544218 · Jun 9, 2026 Director, issuer-wide, not summed	166,487	0.20%	+16,843	Jun 9, 2026	Director, issuer-wide, not summed
39	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	162,601	0.19%	+149,945	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,265	0.19%	-45,945	Jun 30, 2026	carried, not yet filed for the newest quarter
41	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,293	0.18%	-330,996	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Johnson Pamela D. Insider CIK 1874038 · Oct 1, 2026 CFO, issuer-wide, not summed	146,854	0.17%	-4,185	Oct 1, 2026	CFO, issuer-wide, not summed
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	133,838	0.16%	+1,012	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	132,647	0.16%	+812	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	3,769	0.00%	+37	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
45	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	129,032	0.15%	-56,145	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,485	0.15%	-14,148	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	119,350	0.14%	-20,319	Jun 30, 2026	Victory Portfolios II, not summed
46.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	9,202	0.01%	+6,238	Jul 31, 2026	Victory Portfolios III, not summed
47	WCG Wealth Advisors LLC 13F CIK 1855713 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	124,690	0.15%	+17,697	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	123,482	0.14%	-323,135	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,245	0.14%	+28,258	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	116,197	0.14%	+28,231	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
50	Manatuck Hill Partners, LLC 13F CIK 1467902 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,000	0.12%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter

10 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 223 holders

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Key facts CIK 1818502 CUSIP 68386H103 13F (30d) 20 filings 19 filers Visit website Investor relations