Oportun Financial Corp (OPRT) — Institutional Holders, Q2 2026 (page 2)
134 institutional investment managers reported a OPRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $215.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 134. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OPRT 13F holders ranked 101–134 of 134
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Police & Firemen's Retirement System of New Jersey#101 · 10,404 sh | 10,404 | $59.4K | <0.01% | 0.0% |
| 102 | Pinnacle#102 · 5,727 sh | 5,727 | $32.7K | 0.01% | 0.0% |
| 103 | GROUP ONE TRADING, L.P.#103 · 4,912 sh | 4,912 | $28.0K | 0.00% | +92.8% |
| 104 | JONES FINANCIAL COMPANIES LLLP#104 · 4,310 sh | 4,310 | $24.8K | 0.00% | -92.2% |
| 105 | Tower Research Capital (TRC)#105 · 3,829 sh | 3,829 | $21.9K | <0.01% | +30.9% |
| 106 | Legal & General Group Plc#106 · 3,630 sh | 3,630 | $20.7K | 0.00% | 0.0% |
| 107 | Ameritas Investment Partners#107 · 3,418 sh | 3,418 | $19.5K | <0.01% | 0.0% |
| 108 | ROYAL BANK OF CANADA#108 · 2,707 sh | 2,707 | $15.0K | 0.00% | +467.5% |
| 109 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#109 · 2,532 sh | 2,532 | $14.5K | 0.00% | 0.0% |
| 110 | Integrated Wealth Concepts#110 · 2,434 sh | 2,434 | $13.9K | <0.01% | New |
| 111 | Allworth Financial#111 · 2,141 sh | 2,141 | $12.2K | <0.01% | +108.1% |
| 112 | SRS Capital Advisors#112 · 1,033 sh | 1,033 | $5.9K | 0.00% | +80.3% |
| 113 | Sterling Capital Management#113 · 842 sh | 842 | $4.8K | — | -37.2% |
| 114 | Owl Creek Wealth Partners#114 · 762 sh | 762 | $4.4K | — | 0.0% |
| 115 | ROTHSCHILD INVESTMENT#115 · 450 sh | 450 | $2.6K | <0.01% | +25.3% |
| 116 | Parallel Advisors#116 · 388 sh | 388 | $2.2K | 0.00% | 0.0% |
| 117 | EverSource Wealth Advisors#117 · 339 sh | 339 | $1.9K | <0.01% | -92.8% |
| 118 | Essential Partners#118 · 307 sh | 307 | $1.8K | — | +5016.7% |
| 119 | Bogart Wealth#119 · 230 sh | 230 | $1.3K | 0.00% | New |
| 120 | Farther Finance Advisors#120 · 216 sh | 216 | $1.2K | — | +227.3% |
| 121 | Basecamp Wealth Advisors#121 · 155 sh | 155 | $885.00 | <0.01% | +17.4% |
| 122 | GAMMA Investing#122 · 147 sh | 147 | $839.00 | — | -5.8% |
| 123 | SJS Investment Consulting#123 · 123 sh | 123 | $703.00 | — | +83.6% |
| 124 | FIFTH THIRD BANCORP#124 · 105 sh | 105 | $600.00 | 0.00% | New |
| 125 | OSAIC#125 · 80 sh | 80 | $456.00 | 0.00% | -20.0% |
| 126 | JPL Wealth Management#126 · 69 sh | 69 | $394.00 | <0.01% | -4.2% |
| 127 | Wealth Enhancement Services#127 · 42 sh | 42 | $240.00 | — | New |
| 128 | PNC FINANCIAL SERVICES GROUP#128 · 40 sh | 40 | $228.00 | 0.00% | -88.1% |
| 129 | Transamerica Financial Advisors#129 · 15 sh | 15 | $85.00 | 0.00% | 0.0% |
| 130 | Clearstead Advisors#130 · 11 sh | 11 | $63.00 | 0.00% | New |
| 131 | SBI Securities , Ltd.#131 · 1 sh | 1 | $6.00 | — | -90.9% |
| 132 | Caitong International Asset Management , Ltd#132 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 133 | Capital Advisors, Ltd.#133 · 36 sh | 36 | $0.00 | 0.00% | 0.0% |
| 134 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#134 · 568 sh | 568 | — | — | -74.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.