OneDigital Investment Advisors LLC
Position in OPTT — Ocean Power Technologies, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in OPTT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,478
-$22,316 QoQ
Shares Held
159,532
-12.5% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 81 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPTT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. OPTT ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,695 | $7,865,687 | |
| 2 | CMI |
Cummins Inc
|
5,573 | $3,974,719 | |
| 3 | ETN |
Eaton Corp plc
|
6,123 | $2,609,132 | |
| 4 | ROK |
Rockwell Automation, Inc
|
4,189 | $2,073,890 | |
| 5 | EMR |
Emerson Electric Co
|
13,951 | $1,997,085 | |
| 6 | WTS |
Watts Water Technologies Inc
|
5,038 | $1,972,125 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,166 | $1,140,487 | |
| 8 | DCI |
DONALDSON Co INC
|
10,236 | $918,885 |
All Filings in OPTT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,478 | 159,532 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $63,794 | 182,269 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||