Position in OPY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,537,076
-$276,333 QoQ
Shares Held
24,039
-23.8% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 120 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Man Group plc holds $469,843,962 across 30 Capital Markets names. OPY ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,063,766 | $190,423,687 | |
| 2 | MS |
Morgan Stanley
|
198,826 | $41,562,586 | |
| 3 | GS |
Goldman Sachs Group Inc
|
37,073 | $37,494,519 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
654,306 | $32,702,213 | |
| 5 | XP |
XP Inc.
|
1,724,253 | $28,036,352 | |
| 6 | WULF |
Terawulf Inc.
|
476,606 | $11,772,168 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
35,153 | $9,901,896 | |
| 8 | SF |
Stifel Financial Corp
|
141,354 | $9,862,267 |
All Filings in OPY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,537,076 | 24,039 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,813,409 | 31,544 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,386,739 | 19,183 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,078,272 | 14,589 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $738,794 | 11,233 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $277,935 | 4,661 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $293,019 | 4,572 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,056,198 | 20,645 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $229,630 | 5,994 | Principal | Defined | 2023-11-14 | |
| 2021-03-31 | $1,011,502 | 25,256 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,941,322 | 125,400 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,996,169 | 134,237 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,662,738 | 122,200 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,114,320 | 107,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||