Position in OPY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$54,915,204
+$10,584,832 QoQ
Shares Held
520,326
+4.7% QoQ
Ownership
4.86%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 120 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. OPY ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in OPY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,915,204 | 520,326 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $44,330,372 | 497,033 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $35,396,725 | 489,649 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $36,453,741 | 493,218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,247,489 | 490,307 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,141,416 | 488,704 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,783,254 | 495,916 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,970,298 | 507,629 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $24,563,743 | 512,706 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,537,560 | 514,468 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,323,060 | 516,047 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,823,929 | 517,461 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,887,410 | 519,846 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $20,766,175 | 530,426 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,880,252 | 540,521 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,851,135 | 543,936 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,307,197 | 554,092 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,412,513 | 560,177 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $25,903,997 | 558,637 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,427,028 | 561,427 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,699,535 | 564,507 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,484,590 | 561,413 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,167,294 | 578,024 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $12,938,412 | 579,678 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,631,183 | 579,678 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,421,556 | 578,014 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||