AI Holders Summary · Q1 2026

82 institutions reported OPAL in Q1 2026. Invesco Ltd. leads at 22.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Invesco Ltd.

CIK 0000914208

$8M3.2M0.00%Q1 2026 02

ARES MANAGEMENT LLC

CIK 0001259313

$8M3.1M0.51%Q1 2026 03

Electron Capital Partners, LLC

CIK 0001586986

$5M1.8M0.18%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$3M1.4M0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M1.0M0.00%Q1 2026 06

Yaupon Capital Management LP

CIK 0001755028

$2M781K0.06%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M522K0.00%Q1 2026 08

UBS Group AG

CIK 0001610520

$1M482K0.00%Q1 2026 09

Rockefeller Capital Management L.P.

CIK 0001739439

$1M454K0.00%Q1 2026 10

SIR Capital Management, L.P.

CIK 0001434997

$942K374K0.09%Q1 2026 11

GOLDMAN SACHS GROUP INC

CIK 0000886982

$649K257K0.00%Q1 2026 12

Inspire Investing, LLC

CIK 0001670139

$554K220K0.03%Q1 2026 13

J. Derek Lewis & Associates Inc.

CIK 0002077884

$547K249K0.10%Q2 2026 14

STATE STREET CORP

CIK 0000093751

$525K239K0.00%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$439K174K0.00%Q1 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$344K136K0.00%Q1 2026 17

Vanguard Portfolio Management

CIK 0002100121· Index

$322K128K0.00%Q1 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$304K120K0.00%Q1 2026 19

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$290K115K0.00%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$260K103K0.00%Q1 2026

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