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Oppfi Inc (OPFI)

CUSIP: 68386H103 | NYSE | Financial Services · Credit Services | Small Cap | 328 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ALMR Partners LLP2,330,4732.5%Newly reportedJun 30, 2026Not yet in a 13F
13G/AAristeia Capital, L.L.C.2,203,3962.5%Newly reportedJun 30, 2026Not yet in a 13F
13G/AWellington Trust Company, NA1,613,2351.9%Newly reportedJun 30, 2026No 13F filer matched
13D/ATodd G. Schwartz
with TGS Capital Group, LP, Theodore G. Schwartz, Lths Capital Group LP, +4 more
27,347,97532.0%New 5%+ stakeApr 28, 2026No 13F filer matched
13G/ALMR Partners LLP2,330,473
2.5% of class · Jun 30, 2026Newly reported
Not yet in a 13F
13G/AAristeia Capital, L.L.C.2,203,396
2.5% of class · Jun 30, 2026Newly reported
Not yet in a 13F
13G/AWellington Trust Company, NA1,613,235
1.9% of class · Jun 30, 2026Newly reported
No 13F filer matched
13D/ATodd G. Schwartz27,347,975
32.0% of class · Apr 28, 2026New 5%+ stake
with TGS Capital Group, LP, Theodore G. Schwartz, Lths Capital Group LP, +4 more
No 13F filer matched

Institutional Holders — Q3 2026

M3f, Inc.2,453,551
0.0% of portfolio›$14.8K
LB Partners LLC1,492,500
5.9% of portfolio›$9.0M
Dimensional Fund Advisors LP878,084
0.0% of portfolio›$5.3M
Kestra Advisory Services, LLC200,507
0.0% of portfolio›$1.2M
Bank of New York Mellon Corp102,005
0.0% of portfolio›$615.1K
Y-Intercept (Hong Kong) Ltd95,067
0.0% of portfolio›$573.3K
Creative Planning82,293
0.0% of portfolio›$496.2K
Allspring Global Investments Holdings, LLC68,043
0.0% of portfolio›$404.9K
Diversify Wealth Management, LLC49,967
0.0% of portfolio›$288.3K
Diversify Advisory Services, LLC49,967
0.0% of portfolio›$288.3K
State of Wyoming49,633
0.0% of portfolio›$299.3K
Northland Securities, Inc.46,933
0.2% of portfolio›$283.0K
Exchange Traded Concepts, LLC40,536
0.0% of portfolio›$244.4K
State of Alaska, Department of Revenue26,141
0.0% of portfolio›$157
Imc-Chicago, LLC25,867
0.0% of portfolio›$156.0K
Wealth Enhancement Advisory Services, LLC22,640
0.0% of portfolio›$13.0K
NorthCrest Asset Manangement, LLC20,500
0.0% of portfolio›$124.8K
Tcfg Investment Advisors, LLC15,024
0.0% of portfolio›$90.6K
Strs Ohio13,800
0.0% of portfolio›$83.2K
Optivise Advisory Services LLC13,013
0.0% of portfolio›$78.5K
Simplex Trading, LLC12,084
0.0% of portfolio›$72.9K
Greenleaf Trust10,617
0.0% of portfolio›$64.0K
Caitong International Asset Management Co., Ltd5,219
0.0% of portfolio›$31.5K
Citigroup Inc2,769
0.0% of portfolio›$16.7K
Harbor Capital Advisors, Inc.2,302
0.0% of portfolio›$14
Private Trust Co NA1,766
0.0% of portfolio›$10.6K
Fortitude Family Office, LLC1,670
0.0% of portfolio›$10.1K
Farther Finance Advisors, LLC1,311
0.0% of portfolio›$7.9K
Creative Financial Designs Inc1,230
0.0% of portfolio›$7.4K
Sterling Capital Management LLC1,121
0.0% of portfolio›$6.8K
Avion Wealth1,000
0.0% of portfolio›$6
Gamma Investing LLC745
0.0% of portfolio›$4.5K
Signaturefd, LLC500
0.0% of portfolio›$3.0K
SBI Securities Co., Ltd.495
0.0% of portfolio›$3.0K
Essential Partners LLC190
0.0% of portfolio›$1.1K
Larson Financial Group LLC179
0.0% of portfolio›$1.1K
TD Private Client Wealth LLC176
0.0% of portfolio›$1.1K
Covestor Ltd140
0.0% of portfolio›$1
James T. Borello RIA133
0.0% of portfolio›$802
GK Wealth Management LLC100
0.0% of portfolio›$603
Ascentis Wealth Management, LLC78
0.0% of portfolio›$470
True Wealth Design, LLC74
0.0% of portfolio›$447
Root Financial Partners, LLC54
0.0% of portfolio›$326
EverSource Wealth Advisors, LLC9
0.0% of portfolio›$54
IFP Advisors, Inc2
0.0% of portfolio›$12
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
M3f, Inc.
2,453,551$14.8K0.0%YieldMediumSalt Lake City, UT2026-10-21
LB Partners LLC
1,492,500$9.0M5.9%ValueMediumCharlottesville, VA2026-11-05
Dimensional Fund Advisors LP
878,084$5.3M0.0%IndexLowAustin, TX2026-11-04
Kestra Advisory Services, LLC
200,507$1.2M0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
102,005$615.1K0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
95,067$573.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
82,293$496.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
68,043$404.9K0.0%CoreMediumCharlotte, NC2026-11-04
Diversify Wealth Management, LLC
49,967$288.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
49,967$288.3K0.0%GrowthLowSandy, UT2026-10-20
State of Wyoming
49,633$299.3K0.0%ValueHighCheyenne, WY2026-10-28
Northland Securities, Inc.
46,933$283.0K0.2%ETFLowMinneapolis, MN2026-11-02
Exchange Traded Concepts, LLC
40,536$244.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
State of Alaska, Department of Revenue
26,141$1570.0%CoreVery LowJuneau, AK2026-10-15
Imc-Chicago, LLC
25,867$156.0K0.0%GARPVery HighChicago, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
22,640$13.0K0.0%CoreLowPlymouth, MN2026-10-13
NorthCrest Asset Manangement, LLC
20,500$124.8K0.0%GrowthLowPlymouth, MN2026-10-13
Tcfg Investment Advisors, LLC
15,024$90.6K0.0%GrowthMediumLaguna Niguel, CA2026-10-20
Strs Ohio
13,800$83.2K0.0%CoreMediumColumbus, OH2026-10-30
Optivise Advisory Services LLC
13,013$78.5K0.0%ETFMediumFranklin, TN2026-10-19
Simplex Trading, LLC
12,084$72.9K0.0%CoreVery HighChicago, IL2026-11-04
Greenleaf Trust
10,617$64.0K0.0%CoreLowKalamazoo, MI2026-10-29
Caitong International Asset Management Co., Ltd
5,219$31.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Citigroup Inc
2,769$16.7K0.0%CoreMediumNew York, NY2026-11-04
Harbor Capital Advisors, Inc.
2,302$140.0%ValueHighChicago, IL2026-10-22
Private Trust Co NA
1,766$10.6K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
1,670$10.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
1,311$7.9K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
1,230$7.4K0.0%ETFMediumKokomo, IN2026-11-04
Sterling Capital Management LLC
1,121$6.8K0.0%GARPMediumCharlotte, NC2026-10-22
Avion Wealth
1,000$60.0%ETFLowThe Woodlands, TX2026-11-04
Gamma Investing LLC
745$4.5K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
500$3.0K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
495$3.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
190$1.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Larson Financial Group LLC
179$1.1K0.0%GrowthLowSt Louis, MO2026-11-05
TD Private Client Wealth LLC
176$1.1K0.0%ETFLowNew York, NY2026-10-28
Covestor Ltd
140$10.0%ValueHighLondon, United Kingdom2026-10-30
James T. Borello RIA
133$8020.0%ETFVery LowEast Dundee, IL2026-10-16
GK Wealth Management LLC
100$6030.0%GARPVery HighReno, NV2026-10-09
Ascentis Wealth Management, LLC
78$4700.0%Agg GrowthLowDallas, TX2026-11-03
True Wealth Design, LLC
74$4470.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
54$3260.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
9$540.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
2$120.0%GrowthLowTampa, FL2026-10-16
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04