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 | |
|---|---|---|---|---|---|
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 857 | 8.2K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 748 | 6.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 730 | 5.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 717 | 6.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 700 | 5.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 637 | 4.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 459 | 3.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 307 | 2.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 294 | 2.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 142 | 1.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 124 | 956 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 87 | 670.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 66 | 508.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 57 | 439.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 48 | 456.5 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 47 | 362.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 34 | 262.1 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 27 | 247.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 16 | 146.9 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 7 | 64.3 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 54 $ | 0.00 % | 0.00 % | as of Mar 31, 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