Funds holding OppFi Inc
ISIN US68386H1032 · United States
- Fund holders
- 121
- Of which ETFs
- 22 99 other funds
- Value held
- 42.4M $
- Share of capital
- 5.7 % of 87.3M shares on Aug 5, 2025
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 845,857 | 6.5M $ | 0.00 % | 0.97 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 665,972 | 5.1M $ | 0.01 % | 0.76 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 554,880 | 5.3M $ | 0.14 % | 0.64 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 313,553 | 2.4M $ | 0.00 % | 0.36 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 251,605 | 2.4M $ | 0.01 % | 0.29 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 219,046 | 1.7M $ | 0.01 % | 0.25 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 144,754 | 1.3M $ | 0.00 % | 0.17 % | as of Feb 28, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 139,669 | 1.1M $ | 0.22 % | 0.16 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 132,826 | 1.2M $ | 0.01 % | 0.15 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 97,190 | 924.3K $ | 0.00 % | 0.11 % | as of Apr 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 87,966 | 678.2K $ | 0.30 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 87,954 | 836.4K $ | 0.01 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 86,054 | 663.5K $ | 0.01 % | 0.10 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 83,415 | 793.3K $ | 0.01 % | 0.10 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 65,723 | 506.7K $ | 0.04 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 59,424 | 545.5K $ | 0.02 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 59,077 | 561.8K $ | 0.01 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 53,343 | 489.7K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 52,580 | 500K $ | 0.07 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 50,132 | 476.8K $ | 1.08 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 42,025 | 324K $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 41,733 | 383.1K $ | 0.15 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 40,868 | 315.1K $ | 0.23 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 40,301 | 370K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 38,797 | 369K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 38,585 | 354.2K $ | 1.15 % | 0.04 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 37,905 | 360.5K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 37,187 | 341.4K $ | 0.18 % | 0.04 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,804 | 321.5K $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 31,487 | 299.4K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 29,245 | 225.5K $ | 0.04 % | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,464 | 219.5K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,409 | 224.1K $ | 0.02 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 24,298 | 231.1K $ | 0.08 % | 0.03 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 22,449 | 173.1K $ | 0.10 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 21,957 | 201.6K $ | 0.02 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 19,812 | 152.8K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 18,916 | 145.8K $ | 0.08 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 17,756 | 168.9K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 17,370 | 133.9K $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 14,942 | 115.2K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 14,937 | 142.1K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 14,870 | 114.6K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 14,201 | 109.5K $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13,690 | 105.5K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 13,111 | 120.4K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,053 | 100.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 12,810 | 117.6K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,600 | 97.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 11,591 | 89.4K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,320 | 87.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 11,247 | 107K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,031 | 104.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 10,597 | 81.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 9,863 | 90.5K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 9,671 | 92K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 9,147 | 70.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 9,100 | 70.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,271 | 48.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,136 | 58.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,020 | 46.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,913 | 56.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 5,800 | 44.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 5,670 | 43.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,828 | 37.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,718 | 36.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,656 | 35.9K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 4,501 | 42.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,471 | 42.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,334 | 33.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,321 | 41.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,732 | 28.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,713 | 35.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 33K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 3,186 | 24.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,015 | 27.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,006 | 23.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,964 | 28.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,758 | 26.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,749 | 21.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,742 | 26.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,681 | 20.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,476 | 19.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,424 | 23.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 2,328 | 17.9K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 2,295 | 17.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,271 | 20.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,144 | 20.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,074 | 16K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 2,014 | 15.5K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,009 | 15.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 2,003 | 19K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,901 | 14.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,653 | 15.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,649 | 15.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,627 | 12.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,461 | 11.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,212 | 11.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,155 | 10.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,115 | 10.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Zacks Small-Cap Core Fund Zacks Trust | 1.15 % | as of Feb 28, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 1.08 % | as of Apr 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.30 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 0.23 % | as of Mar 31, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 0.22 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.18 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 0.15 % | as of Feb 28, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 0.14 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 0.12 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 0.12 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 121 | -3 | 5,017,876 | -10.6 % |
| 2026Q1 | 124 | +5 | 5,610,070 | +13.7 % |
| 2025Q4 | 119 | +16 | 4,933,997 | +23.8 % |
| 2025Q3 | 103 | +4 | 3,985,694 | +27.2 % |
| 2025Q2 | 99 | +10 | 3,132,237 | +13.1 % |
| 2025Q1 | 89 | +15 | 2,770,276 | +11.8 % |
| 2024Q4 | 74 | +7 | 2,478,060 | +22.4 % |
| 2024Q3 | 67 | +1 | 2,025,096 | +7.4 % |
| 2024Q2 | 66 | +7 | 1,885,430 | +8.5 % |
| 2024Q1 | 59 | +2 | 1,738,496 | +8.7 % |
| 2023Q4 | 57 | 1,599,658 |
Institutional managers
142 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,630,168 | 20.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,935,383 | 14.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,096,268 | 8.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 710,308 | 5.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 665,056 | 5.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 652,596 | 5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 630,308 | 4.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 611,184 | 4.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 536,218 | 4.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 510,976 | 3.9M $ | as of Mar 31, 2026 |
| LB Partners LLC | 500,000 | 3.9M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 487,289 | 3.8M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 446,617 | 3.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 441,787 | 3.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 426,089 | 3.3M $ | as of Mar 31, 2026 |
| GLOBEFLEX CAPITAL L P | 334,441 | 2.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 329,216 | 2.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 328,524 | 2.5M $ | as of Mar 31, 2026 |
| PDT Partners, LLC | 314,880 | 2.4M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 211,667 | 1.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 211,368 | 1.6M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 205,210 | 1.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 195,710 | 1.5M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 185,177 | 1.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 180,483 | 1.4M $ | as of Mar 31, 2026 |
Declared shareholders of OppFi Inc
There are 4 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Todd G. Schwartz and 7 others | 32.03 % | 27,347,975 | as of Apr 28, 2026 · SCHEDULE 13D |
| Wellington Management Group LLP and 3 others | 9.90 % | 2,630,168 | as of Mar 31, 2026 · SCHEDULE 13G |
| Wellington Trust Company, NA | 5.50 % | 1,462,035 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.15 % | 1,363,490 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding OppFi Inc". https://titelia.com/en/stocks/oppfi-inc-US68386H1032