FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.790.04%
STOXX50E5,860.32-0.39%
XLF51.810.76%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV0.3
Feels35.4°C
Humidity59%
Wind10.4 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time6:14 PM
13F QoQ Ownership Changes

OPAL Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 11 new · 20 added · 37 reduced · 14 exited

New Positions(11)

ManagerSharesΔ SharesValueΔ Value% Δ
BlueCrest Capital Management Ltd358,018+358,018$843.1K+$843.1K
WELLINGTON MANAGEMENT GROUP LLP36,604+36,604$86.2K+$86.2K
Boyer Financial Services, Inc.15,233+15,233$36.3K+$36.3K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/11,476+11,476$27.0K+$27.0K
Mariner, LLC11,425+11,425$26.9K+$26.9K
Farther Finance Advisors, LLC1,909+1,909$4.5K+$4.5K
SIMPLEX TRADING, LLC562+562$1.3K+$1.3K
GAMMA Investing LLC56+56$132+$132
IFP Advisors, Inc45+45$101+$101
Allworth Financial LP15+15$36+$36
ROTHSCHILD INVESTMENT LLC12+12$28+$28

Added To(20)

ManagerSharesΔ SharesValueΔ Value% Δ
Invesco Ltd.5,206,386+2,268,741$12.3M+$5.8M77.2%
UBS Group AG530,969+375,652$1.3M+$908.7K241.9%
VANGUARD GROUP INC1,281,320+122,801$3.0M+$468.8K10.6%
BlackRock, Inc.1,131,868+24,277$2.7M+$228.8K2.2%
Yaupon Capital Management LP767,234+25,459$1.8M+$174.9K3.4%
GOLDMAN SACHS GROUP INC315,360+41,056$742.7K+$139.2K15.0%
MORGAN STANLEY168,273+47,089$396.3K+$129.7K38.9%
DIMENSIONAL FUND ADVISORS LP38,705+22,573$91.2K+$55.7K139.9%
Tower Research Capital LLC (TRC)22,811+18,175$53.7K+$43.5K392.0%
STATE STREET CORP215,958+96$508.6K+$33.7K0.0%
BARCLAYS PLC38,816+8,588$93.9K+$27.4K28.4%
WELLS FARGO & COMPANY/MN23,197+9,801$54.6K+$25.2K73.2%
Shay Capital LLC42,649+2,585$100.4K+$12.3K6.5%
CITIGROUP INC4,302+2,783$10.1K+$6.8K183.2%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,044+308$23.7K+$2.2K3.2%
True Wealth Design, LLC260+124$613+$31391.2%
EverSource Wealth Advisors, LLC281+113$662+$29267.3%
Sunbelt Securities, Inc.1,333+14$3.1K+$2371.1%
Sterling Capital Management LLC305+75$718+$21232.6%
Virtu Financial LLC31,008+8,719$73+$2439.1%

Reduced(37)

ManagerSharesΔ SharesValueΔ Value% Δ
ARES MANAGEMENT LLC3,059,5330$7.2M+$474.2K0.0%
Electron Capital Partners, LLC1,800,0000$4.2M+$279.0K0.0%
Royal Bank of Canada1,018-122,882$2.0K-$276.0K-99.2%
GEODE CAPITAL MANAGEMENT, LLC510,239-80$1.2M+$78.9K-0.0%
DEUTSCHE BANK AG\20,501-33,558$48.4K-$70.5K-62.1%
Rockefeller Capital Management L.P.453,6320$1.1M+$70.3K0.0%
SIR Capital Management, L.P.373,8490$880.4K+$57.9K0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP27,525-19,105$64.8K-$37.8K-41.0%
NORTHERN TRUST CORP162,628-3,272$383.0K+$18.0K-2.0%
ADAGE CAPITAL PARTNERS GP, L.L.C.115,0000$270.8K+$17.8K0.0%
RHUMBLINE ADVISERS13,780-6,544$32.4K-$12.3K-32.2%
IEQ CAPITAL, LLC12,757-5,076$30.0K-$9.2K-28.5%
BANK OF AMERICA CORP /DE/13,460-5,018$31.7K-$9.0K-27.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC53,1480$125.2K+$8.2K0.0%
JPMORGAN CHASE & CO8,443-4,303$19.9K-$8.2K-33.8%
AQR CAPITAL MANAGEMENT LLC85,245-2,399$200.8K+$7.9K-2.7%
NEW YORK STATE COMMON RETIREMENT FUND38,4000$90.4K+$6.0K0.0%
BNP PARIBAS FINANCIAL MARKETS4,754-3,017$11.2K-$5.9K-38.8%
PNC Financial Services Group, Inc.3,493-2,732$8.2K-$5.5K-43.9%
SCS Capital Management LLC33,1230$78.0K+$5.1K0.0%
BOOTHBAY FUND MANAGEMENT, LLC30,6280$72.1K+$4.7K0.0%
Nuveen, LLC28,4530$67.0K+$4.4K0.0%
FMR LLC292-1,743$688-$3.8K-85.7%
Baird Financial Group, Inc.13,2490$31.2K+$2.1K0.0%
LEVIN CAPITAL STRATEGIES, L.P.10,0000$23.6K+$1.6K0.0%
Police & Firemen's Retirement System of New Jersey9,0650$21.3K+$1.4K0.0%
Bank of New York Mellon Corp35,191-2,040$82.9K+$967-5.5%
Legal & General Group Plc2,3110$5.4K+$3460.0%
Ameritas Investment Partners, Inc.2,1580$5.1K+$3340.0%
GSA CAPITAL PARTNERS LLP18,313-139,480$43-$304-88.4%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,297-23$3.1K+$150-1.7%
JONES FINANCIAL COMPANIES LLLP6000$1.4K-$1110.0%
HARBOUR INVESTMENTS, INC.5000$1.2K+$780.0%
Russell Investments Group, Ltd.1,751-139$4.1K-$35-7.3%
PRICE T ROWE ASSOCIATES INC /MD/10,8210$26+$20.0%
AMALGAMATED BANK664-58$2$0-8.0%
CWM, LLC4,910-479$12$0-8.9%

Sold Out(14)

ManagerSharesΔ SharesValueΔ Value% Δ
Zimmer Partners, LP0-823,055$0-$1.8M
GRIZZLYROCK CAPITAL, LLC0-81,500$0-$179.3K
JANE STREET GROUP, LLC0-40,344$0-$88.8K
Walleye Capital LLC0-25,173$0-$55.4K
PEAK6 LLC0-19,500$0-$47.2K
G.F.W. Energy XII, L.P.0-20,000$0-$44.0K
AssuredPartners Investment Advisors, LLC0-15,000$0-$33.0K
INTECH INVESTMENT MANAGEMENT LLC0-10,229$0-$22.5K
OSAIC HOLDINGS, INC.0-1,840$0-$4.3K
Arax Advisory Partners0-1,608$0-$3.5K
Bell Investment Advisors, Inc0-225$0-$495
Fortitude Family Office, LLC0-216$0-$475
NISA INVESTMENT ADVISORS, LLC0-146$0-$321
Clearstead Advisors, LLC0-142$0-$313