Titelia

Funds holding OppFi Inc

ISIN US68386H1032 · United States

Fund holders
119
Of which ETFs
25 94 other funds
Value held
61M $
Share of capital
7.2 % of 87.3M shares on Aug 5, 2025
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,770,05717.6M $0.00 %2.03 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 708,9037M $0.01 %0.81 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 544,1105.1M $0.13 %0.62 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 406,7144M $0.00 %0.47 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 277,7852.6M $0.01 %0.32 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 243,6282.4M $0.02 %0.28 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 176,5321.7M $0.01 %0.20 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 145,6981.2M $0.00 %0.17 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 142,8311.3M $0.01 %0.16 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 133,8381.1M $0.01 %0.15 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 120,1511.1M $0.01 %0.14 %as of Jul 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 119,3501.2M $0.20 %0.14 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 116,1971.2M $0.43 %0.13 %as of Jun 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 106,283995.9K $2.05 %0.12 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 87,402867.9K $0.06 %0.10 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 86,054854.5K $0.01 %0.10 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 68,465581.3K $0.02 %0.08 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 63,400594.1K $0.01 %0.07 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 53,343452.9K $0.00 %0.06 %as of May 31, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 45,886389.6K $1.20 %0.05 %as of May 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 45,232423.8K $0.02 %0.05 %as of Jul 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 43,725434.2K $0.24 %0.05 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 42,025417.3K $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 41,668353.8K $0.00 %0.05 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 38,797363.5K $0.00 %0.04 %as of Jul 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 38,585327.6K $0.96 %0.04 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,905355.2K $0.00 %0.04 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 31,487295K $0.01 %0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 30,974307.6K $0.04 %0.04 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 28,464282.6K $0.01 %0.03 %as of Jun 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 26,534263.5K $0.20 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,388207.1K $0.01 %0.03 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 24,217240.5K $0.02 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 22,870227.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 22,661225K $0.00 %0.03 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 22,449222.9K $0.06 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,560202K $0.00 %0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 19,320191.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,200190.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 17,756166.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 17,360172.4K $0.00 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,304124.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 13,111111.3K $0.00 %0.02 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,665118.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 12,390116.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,170120.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 11,674115.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 11,309112.3K $0.13 %0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,031103.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,95498.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 9,86383.7K $0.01 %0.01 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,23291.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,20286.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,89075.5K $0.01 %0.01 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,40083.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,79063.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,71266.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,27162.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,13657.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,02059.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 5,79657.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,31549.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,04350.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 4,50142.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,01039.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,76937.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,71334.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,66136.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,60030.6K $0.00 %0.00 %as of May 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 3,50034.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Spectrum Fund Meeder Funds 3,43634.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,41629K $0.01 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,40333.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,01525.6K $0.02 %0.00 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,00629.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,75825.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,74225.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,63426.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 2,54125.2K $0.09 %0.00 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,47624.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,42422.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,39823.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 2,30221.6K $0.18 %0.00 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,27119.3K $0.00 %0.00 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,14420.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,07420.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,01920K $0.00 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,00919.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,98418.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,93819.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Corgi Buy Now Pay Later ETF Corgi ETF Trust I 1,23612.3K $0.75 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,22510.4K $0.01 %0.00 %as of May 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,21211.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,11510.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9869.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 9708.2K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 9588.1K $0.00 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 7486.4K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 7307.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 7007K $0.01 %0.00 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 2.05 %as of Jul 31, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 1.20 %as of May 31, 2026 ↗
Zacks Small-Cap Core Fund Zacks Trust 0.96 %as of May 31, 2026 ↗
Corgi Buy Now Pay Later ETF Corgi ETF Trust I 0.75 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.43 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 0.24 %as of Jun 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 0.20 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 0.20 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.18 %as of Jul 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 0.13 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3119-26,326,807+26.1 %
2026Q2121-35,017,876-10.6 %
2026Q1124+55,610,070+13.7 %
2025Q4119+164,933,997+23.8 %
2025Q3103+43,985,694+27.2 %
2025Q299+103,132,237+13.1 %
2025Q189+152,770,276+11.8 %
2024Q474+72,478,060+22.4 %
2024Q367+12,025,096+7.4 %
2024Q266+71,885,430+8.5 %
2024Q159+21,738,496+8.7 %
2023Q4571,599,658

Institutional managers

142 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
WELLINGTON MANAGEMENT GROUP LLP2,630,16820.3M $as of Mar 31, 2026
BlackRock, Inc.1,935,38314.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,096,2688.5M $as of Mar 31, 2026
MORGAN STANLEY710,3085.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO665,0565.1M $as of Mar 31, 2026
Nuveen, LLC652,5965M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC630,3084.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC611,1844.7M $as of Mar 31, 2026
STATE STREET CORP536,2184.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC510,9763.9M $as of Mar 31, 2026
LB Partners LLC500,0003.9M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL487,2893.8M $as of Mar 31, 2026
Trexquant Investment LP446,6173.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC441,7873.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP426,0893.3M $as of Mar 31, 2026
GLOBEFLEX CAPITAL L P334,4412.6M $as of Mar 31, 2026
UBS Group AG329,2162.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC328,5242.5M $as of Mar 31, 2026
PDT Partners, LLC314,8802.4M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP211,6671.6M $as of Mar 31, 2026
LPL Financial LLC211,3681.6M $as of Mar 31, 2026
MARSHALL WACE, LLP205,2101.6M $as of Mar 31, 2026
NORTHERN TRUST CORP195,7101.5M $as of Mar 31, 2026
MACKENZIE FINANCIAL CORP185,1771.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/180,4831.4M $as of Mar 31, 2026

Declared shareholders of OppFi Inc

There are 6 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 2 others3.50 %3,019,250as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Capital Management 2.87 %2,456,441as of Jun 30, 2026 · SCHEDULE 13G
Aristeia Capital, L.L.C. 2.52 %2,203,396as of Jun 30, 2026 · SCHEDULE 13G
LMR Partners LLP and 7 others2.50 %2,330,473as of Jun 30, 2026 · SCHEDULE 13G
BlackRock, Inc. 2.30 %1,967,787as of Jun 30, 2026 · SCHEDULE 13G
Wellington Trust Company, NA 1.90 %1,613,235as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding OppFi Inc". https://titelia.com/en/stocks/oppfi-inc-US68386H1032