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Ocean Power Technologies Inc (OPTT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.1K (-$1.6K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$154 ($0)
Filed 2026-11-06
Geode Capital Management, LLC
CLOSED
Shares0 from 2,198,484
Change-2,198,484 (-100%)
Value$0 (-$576.2K)
Filed 2026-11-06
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 1,041,240
Change-1,041,240 (-100%)
Value$0 (-$272.8K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 697,003
Change-697,003 (-100%)
Value$0 (-$183.0K)
Filed 2026-11-02
Essex Investment Management Co LLC
CLOSED
Shares0 from 204,864
Change-204,864 (-100%)
Value$0 (-$53.7K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 197,503
Change-197,503 (-100%)
Value$0 (-$51.7K)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 129,786
Change-129,786 (-100%)
Value$0 (-$34.0K)
Filed 2026-11-04
Diversify Advisory Services, LLC
CLOSED
Shares0 from 119,995
Change-119,995 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
CLOSED
Shares0 from 119,995
Change-119,995 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-20
Imc-Chicago, LLC
CLOSED
Shares0 from 103,241
Change-103,241 (-100%)
Value$0 (-$27.0K)
Filed 2026-11-05
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 58,285
Change-58,285 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-23
SBI Securities Co., Ltd.
CLOSED
Shares0 from 54,199
Change-54,199 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 43,735
Change-43,735 (-100%)
Value$0 (-$11.5K)
Filed 2026-11-05
Kelsey Financial, LLC
CLOSED
Shares0 from 37,000
Change-37,000 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-28
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-13
VestGen Advisors, LLC
CLOSED
Shares0 from 20,431
Change-20,431 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-21
LPL Financial LLC
CLOSED
Shares0 from 18,399
Change-18,399 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 14,431
Change-14,431 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-13
Bank of New York Mellon Corp
CLOSED
Shares0 from 11,218
Change-11,218 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-05
Promethium Advisors,llc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-19
Droms Strauss Advisors Inc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-03
MN Wealth Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-23
Barclays PLC
CLOSED
Shares0 from 9,874
Change-9,874 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-06
Larson Financial Group LLC
CLOSED
Shares0 from 4,612
Change-4,612 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
Grove Bank & Trust
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$786)
Filed 2026-10-08
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$131)
Filed 2026-10-13
CoreCap Advisors, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$66)
Filed 2026-10-08
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$11)
Filed 2026-10-16
Key Capital Management, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2)
Filed 2026-11-03
Clearstead Advisors, LLC
DECREASED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$82)
Filed 2026-11-06
Vanguard Capital Management LLC
N/A
Shares— from 8,919,165
Change-8,919,165 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,869,388
Change-6,869,388 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,329,108
Change-3,329,108 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 3,043,227
Change-3,043,227 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,387,399
Change-1,387,399 (-100%)
Value—
State Street Corp
N/A
Shares— from 982,684
Change-982,684 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 519,151
Change-519,151 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 518,050
Change-518,050 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 500,195
Change-500,195 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 350,100
Change-350,100 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 256,667
Change-256,667 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 159,532
Change-159,532 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 130,500
Change-130,500 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 99,787
Change-99,787 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 81,550
Change-81,550 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 70,203
Change-70,203 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 68,000
Change-68,000 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 63,381
Change-63,381 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 60,531
Change-60,531 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 48,257
Change-48,257 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 39,747
Change-39,747 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 36,567
Change-36,567 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,057
Change-30,057 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 24,847
Change-24,847 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,964
Change-18,964 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 18,216
Change-18,216 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 17,444
Change-17,444 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,441
Change-17,441 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 17,245
Change-17,245 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 14,785
Change-14,785 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,463
Change-14,463 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
FMR LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED10,00010,00000%$2.6K$1.1K-$1.6K2026-10-16
Allworth Financial LP
UNCHANGED58658600%$154$154$02026-11-06
Geode Capital Management, LLC
CLOSED02,198,484-2,198,484-100%$576.2K$0-$576.2K2026-11-06
Spinnaker Investment Group, LLC
CLOSED01,041,240-1,041,240-100%$272.8K$0-$272.8K2026-10-13
Cambridge Investment Research Advisors, Inc.
CLOSED0697,003-697,003-100%$183.0K$0-$183.0K2026-11-02
Essex Investment Management Co LLC
CLOSED0204,864-204,864-100%$53.7K$0-$53.7K2026-10-19
D'Orazio & Associates, Inc.
CLOSED0197,503-197,503-100%$51.7K$0-$51.7K2026-11-04
Simplex Trading, LLC
CLOSED0129,786-129,786-100%$34.0K$0-$34.0K2026-11-04
Diversify Advisory Services, LLC
CLOSED0119,995-119,995-100%$17.3K$0-$17.3K2026-10-20
Diversify Wealth Management, LLC
CLOSED0119,995-119,995-100%$17.3K$0-$17.3K2026-10-20
Imc-Chicago, LLC
CLOSED0103,241-103,241-100%$27.0K$0-$27.0K2026-11-05
Morton Brown Family Wealth, LLC
CLOSED058,285-58,285-100%$15.3K$0-$15.3K2026-10-23
SBI Securities Co., Ltd.
CLOSED054,199-54,199-100%$14.2K$0-$14.2K2026-10-22
J.W. Cole Advisors, Inc.
CLOSED043,735-43,735-100%$11.5K$0-$11.5K2026-11-05
Kelsey Financial, LLC
CLOSED037,000-37,000-100%$9.7K$0-$9.7K2026-10-28
Voisard Asset Management Group, Inc.
CLOSED021,000-21,000-100%$5.5K$0-$5.5K2026-10-13
VestGen Advisors, LLC
CLOSED020,431-20,431-100%$5.4K$0-$5.4K2026-10-27
OpenArc Corporate Advisory, LLC
CLOSED020,000-20,000-100%$5.2K$0-$5.2K2026-10-21
LPL Financial LLC
CLOSED018,399-18,399-100%$4.8K$0-$4.8K2026-11-06
Wealth Enhancement Advisory Services, LLC
CLOSED014,431-14,431-100%$3.2K$0-$3.2K2026-10-13
Bank of New York Mellon Corp
CLOSED011,218-11,218-100%$2.9K$0-$2.9K2026-11-05
Promethium Advisors,llc
CLOSED010,000-10,000-100%$2.6K$0-$2.6K2026-10-19
Droms Strauss Advisors Inc
CLOSED010,000-10,000-100%$2.6K$0-$2.6K2026-11-03
MN Wealth Advisors, LLC
CLOSED010,000-10,000-100%$2.6K$0-$2.6K2026-10-23
Barclays PLC
CLOSED09,874-9,874-100%$2.6K$0-$2.6K2026-11-06
Larson Financial Group LLC
CLOSED04,612-4,612-100%$1.2K$0-$1.2K2026-11-05
Grove Bank & Trust
CLOSED03,000-3,000-100%$786$0-$7862026-10-08
Cape Investment Advisory, Inc.
CLOSED0500-500-100%$131$0-$1312026-10-13
CoreCap Advisors, LLC
CLOSED0250-250-100%$66$0-$662026-10-08
TD Waterhouse Canada Inc.
CLOSED043-43-100%$11$0-$112026-10-16
Key Capital Management, Inc
CLOSED08-8-100%$2$0-$22026-11-03
Clearstead Advisors, LLC
DECREASED0312-312-100%$82$0-$822026-11-06
Vanguard Capital Management LLC
N/A—8,919,165-8,919,165-100%$2.3M———
UBS Group AG
N/A—6,869,388-6,869,388-100%$1.8M———
BlackRock, Inc.
N/A—3,329,108-3,329,108-100%$872.2K———
Polar Asset Management Partners Inc.
N/A—3,043,227-3,043,227-100%$797.3K———
Vanguard Fiduciary Trust Co
N/A—1,387,399-1,387,399-100%$363.5K———
State Street Corp
N/A—982,684-982,684-100%$257.5K———
Northern Trust Corp
N/A—519,151-519,151-100%$136.0K———
Royal Bank of Canada
N/A—518,050-518,050-100%$136.0K———
Hamilton Capital Partners, LLC
N/A—500,195-500,195-100%$131.1K———
HighTower Advisors, LLC
N/A—350,100-350,100-100%$91.7K———
Susquehanna International Group, LLP
N/A—256,667-256,667-100%$67.2K———
OneDigital Investment Advisors LLC
N/A—159,532-159,532-100%$41.8K———
Pinnacle Financial Partners, Inc.
N/A—130,500-130,500-100%$34.2K———
Group One Trading LLC
N/A—99,787-99,787-100%$26.1K———
Focus Partners Wealth
N/A—81,550-81,550-100%$21.4K———
Osaic Holdings, Inc.
N/A—70,203-70,203-100%$18.4K———
Advisory Services Network, LLC
N/A—68,000-68,000-100%$17.8K———
Peak6 LLC
N/A—63,381-63,381-100%$16.6K———
Jane Street Group, LLC
N/A—60,531-60,531-100%$15.9K———
Sequoia Financial Advisors, LLC
N/A—50,000-50,000-100%$13.1K———
Legato Capital Management LLC
N/A—48,257-48,257-100%$12.6K———
XTX Topco Ltd
N/A—39,747-39,747-100%$10.4K———
Vanguard Global Advisers, LLC
N/A—36,567-36,567-100%$9.6K———
Envestnet Asset Management Inc
N/A—30,057-30,057-100%$7.9K———
Rockefeller Capital Management L.P.
N/A—30,000-30,000-100%$7.9K———
GTS Securities LLC
N/A—25,000-25,000-100%$6.6K———
Two Sigma Securities, LLC
N/A—24,847-24,847-100%$6.5K———
Caprock Group, LLC
N/A—21,000-21,000-100%$5.5K———
Western Wealth Management, LLC
N/A—20,000-20,000-100%$5.2K———
Captrust Financial Advisors
N/A—18,964-18,964-100%$5.0K———
Wells Fargo & Company
N/A—18,216-18,216-100%$4.8K———
Bank of Montreal
N/A—18,000-18,000-100%$7.2K———
Vanguard Personalized Indexing Management, LLC
N/A—17,444-17,444-100%$4.6K———
Tower Research Capital LLC (TRC)
N/A—17,441-17,441-100%$4.6K———
JPMorgan Chase & Co
N/A—17,245-17,245-100%$4.6K———
Sovereign Financial Group, Inc.
N/A—17,000-17,000-100%$4.5K———
Virtu Financial LLC
N/A—14,785-14,785-100%$4———
Steward Partners Investment Advisory, LLC
N/A—14,463-14,463-100%$3.8K———
Hilltop Partners LLC
N/A—13,000-13,000-100%$3.4K———
Richmond Brothers, Inc.
N/A—11,846-11,846-100%$3.1K———
Great Valley Advisor Group, Inc.
N/A—10,100-10,100-100%$2.6K———
Morgan Stanley
N/A—6,100-6,100-100%$1.6K———
Federation des caisses Desjardins du Quebec
N/A—5,900-5,900-100%$1.5K———
Harbour Investments, Inc.
N/A—300-300-100%$79———
Leo H. Evart, Inc.
N/A—270-270-100%$71———
Jones Financial Companies Lllp
N/A—100-100-100%$25———
Continuum Advisory, LLC
N/A—20-20-100%$5———
FMR LLC
N/A—3-3-100%$1———
Evelyn Partners Group Ltd
N/A—2-2-100%$1———
Showing 81 of 81 institutions