Institutional Holders (2026 Q1)
63 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OPP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 0.32% | 119,711 | $918K |
| 2 | Closed-End Fund Advisors, Inc. | 0.32% | 40,635 | $312K |
| 3 | Verity Asset Management, Inc. | 0.29% | 88,859 | $682K |
| 4 | Total Wealth Planning & Management, Inc. | 0.25% | 44,760 | $343K |
| 5 | 1607 Capital Partners, LLC | 0.19% | 337,461 | $2.6M |
| 6 | Post Resch Tallon Group Inc. | 0.19% | 29,816 | $229K |
| 7 | Yakira Capital Management, Inc. | 0.16% | 73,490 | $564K |
| 8 | Next Capital Management LLC | 0.13% | 55,109 | $423K |
| 9 | Navis Wealth Advisors, LLC | 0.12% | 30,176 | $231K |
| 10 | WFA of San Diego, LLC | 0.09% | 15,175 | $116K |
| 11 | Powell Investment Advisors, LLC | 0.07% | 27,347 | $210K |
| 12 | Advisors Asset Management, Inc. | 0.07% | 520,125 | $4.0M |
| 13 | Almitas Capital LLC | 0.06% | 33,963 | $260K |
| 14 | SeaCrest Wealth Management, LLC | 0.05% | 65,660 | $504K |
| 15 | Logan Stone Capital, LLC | 0.05% | 23,704 | $182K |
| 16 | PFG Investments, LLC | 0.05% | 137,792 | $1.1M |
| 17 | Riverbridge Partners LLC | 0.04% | 237,095 | $1.8M |
| 18 | Noble Wealth Management PBC | 0.04% | 9,632 | $74K |
| 19 | First Foundation Advisors | 0.02% | 61,339 | $470K |
| 20 | Gateway Wealth Partners, LLC | 0.01% | 39,226 | $301K |
| 21 | Css LLC/Il | 0.01% | 31,339 | $240K |
| 22 | Pathstone Holdings, LLC | 0.01% | 346,143 | $2.7M |
| 23 | Perennial Investment Advisors, LLC | 0.01% | 16,097 | $123K |
| 24 | Ascentis Independent Advisors | 0.01% | 16,484 | $126K |
| 25 | Fiduciary Group, LLC | 0.01% | 12,100 | $93K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|