$OPY is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.37%, with an average of 0.14% of portfolio. Largest holder: Greenwich Wealth Management LLC at 0.37%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
OPPENHEIMER HLDGS INC
13F holders
108
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 108 · Source: 13F-HR01
Adell Harriman & Carpenter Inc.
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02
Massachusetts Institute of Technology
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03
Investors Asset Management of Georgia Inc.
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04
RBF Capital, LLC
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05
Davidson Trust Co.
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06
Atlantic Edge Private Wealth Management, LLC
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07
Argent Advisors, Inc.
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08
Strs Ohio
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09
Traub Capital Management LLC
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10
Bonness Enterprises Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
5 holders · Q1 202601
Greenwich Wealth Management LLC
0.37% held
α +12.7pts
02
Beverly Hills Private Wealth, LLC
0.34% NEW
α +10.4pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
04
Quarry LP
0.00% held
α +10.6pts
05
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
4 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OPY in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $OPY lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $OPY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:22 UTC.