Filing Research | OPRT - OPORTUN FINL CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	33.4KSH	$190.4K
2	Abel Hall, LLC	Shares	14.3KSH	$81.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.7KSH	$70.4K
4	Police & Firemen's Retirement System of New Jersey	Shares	10.4KSH	$59.4K
5	Owl Creek Wealth Partners LLC	Shares	762SH	$4.4K
6	EverSource Wealth Advisors, LLC	Shares	339SH	$1.9K
7	Bogart Wealth, LLC	Shares	230SH	$1.3K
8	Farther Finance Advisors, LLC	Shares	216SH	$1.2K
9	GAMMA Investing LLC	Shares	147SH	$839
10	SJS Investment Consulting Inc.	Shares	123SH	$703
11	Wealth Enhancement Trust Services, Inc.	Shares	42SH	$240
12	State of Alaska, Department of Revenue	Shares	21.0KSH	$120
13	SBI Securities Co., Ltd.	Shares	1SH	$6
14	Capital Advisors, Ltd. LLC	Shares	36SH	$0

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+33.4K	+$190.4K	$190.4K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.7K	+$70.4K	$70.4K
3	Abel Hall, LLC added	Shares	+1.9K	+$24.6K	$81.6K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$11.4K	$59.4K
5	Bogart Wealth, LLC new	Shares	+230	+$1.3K	$1.3K
6	EverSource Wealth Advisors, LLC added	Shares	+152	+$1.1K	$1.9K
7	Farther Finance Advisors, LLC added	Shares	+150	+$932	$1.2K
8	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$839	$4.4K
9	SJS Investment Consulting Inc. added	Shares	+56	+$394	$703
10	Wealth Enhancement Trust Services, Inc. new	Shares	+42	+$240	$240
11	GAMMA Investing LLC trimmed	Shares	-9	+$120	$839
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$24	$120
13	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
14	IFP Advisors, Inc exited	Shares	-3	-$14	$0
15	SBI Securities Co., Ltd. trimmed	Shares	-10	-$45	$6
16	Flaharty Asset Management, LLC exited	Shares	-16.0K	-$73.8K	$0
17	Castleview Partners, LLC exited	Shares	-22.1K	-$101.8K	$0

Filing Research | OPRT - OPORTUN FINL CORP Institutional Holdings