AI Holders Summary · Q2 2026

104 institutions reported OPBK in Q2 2026. DIVERSIFY WEALTH MANAGEMENT, LLC leads at 20.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

$29M1.8M0.48%Q2 2026 02

Diversify Advisory Services, LLC

CIK 0002021232

$29M1.8M0.48%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$15M1.0M0.00%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$10M679K0.00%Q2 2026 05

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$9M650K0.00%Q1 2026 06

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$8M561K0.01%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$8M519K0.00%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M307K0.00%Q2 2026 09

MALTESE CAPITAL MANAGEMENT LLC

CIK 0001040762

$4M274K0.75%Q2 2026 10

Gator Capital Management, LLC

CIK 0001570284

$4M271K0.85%Q2 2026 11

Truffle Hound Capital, LLC

CIK 0001595862

$4M260K0.83%Q2 2026 12

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$3M255K0.00%Q1 2026 13

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M189K0.05%Q2 2026 14

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$2M157K0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$2M156K0.00%Q2 2026 16

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$2M146K0.00%Q2 2026 17

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$2M121K0.00%Q2 2026 18

SEGALL BRYANT & HAMILL, LLC

CIK 0001006378

$1M96K0.02%Q2 2026 19

Man Group plc

CIK 0001637460

$1M96K0.00%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M96K0.00%Q2 2026

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