Position in OPY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,229,929
+$1,121,303 QoQ
Shares Held
49,554
+7.6% QoQ
Ownership
0.463%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 120 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $283,050,955 across 23 Capital Markets names. OPY ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,766 | $86,741,151 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
713,559 | $42,506,707 | |
| 3 | MS |
Morgan Stanley
|
194,020 | $40,557,934 | |
| 4 | SNEX |
StoneX Group Inc.
|
433,940 | $34,281,220 | |
| 5 | SCHW |
Schwab Charles Corp
|
193,980 | $17,898,529 | |
| 6 | GOLD |
Gold.com, Inc.
|
267,580 | $11,134,003 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
84,495 | $8,473,156 | |
| 8 | MC |
Moelis & Co
|
100,128 | $6,550,373 |
All Filings in OPY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,229,929 | 49,554 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $4,108,626 | 46,066 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,423,358 | 19,258 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,084,086 | 16,483 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,167,371 | 36,347 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,211,809 | 34,511 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $1,682,703 | 32,891 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,919,801 | 40,071 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,484,664 | 37,191 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $1,421,036 | 34,391 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,199,830 | 31,319 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $1,156,822 | 28,791 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||