As of the latest SEC filings, OppFi Inc. (OPFI) is held by 124 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $6,521,557.47 in market value, representing a significant portion of its portfolio.
Funds holding OppFi Inc. (OPFI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OPFI
- CIK:
- 0001818502
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,521,557.47 | 845,857 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.14% | $5,276,908.80 | 554,880 | Apr 30, 2026 | Jun 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,134,644.12 | 665,972 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,417,493.63 | 313,553 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,392,763.55 | 251,605 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,688,844.66 | 219,046 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,328,841.72 | 144,754 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,219,342.68 | 132,826 | Feb 28, 2026 | Apr 28, 2026 |
|
SFLO
VictoryShares Small Cap Free Cash Flow ETF
|
ETF | Independent / Boutique | 0.22% | $1,076,847.99 | 139,669 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $924,276.90 | 97,190 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $836,442.54 | 87,954 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $793,276.65 | 83,415 | Apr 30, 2026 | Jun 24, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.30% | $678,217.86 | 87,966 | Mar 31, 2026 | May 28, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.01% | $663,476.34 | 86,054 | Mar 31, 2026 | May 22, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $561,822.27 | 59,077 | Apr 30, 2026 | Jun 25, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $545,512.32 | 59,424 | Feb 28, 2026 | Apr 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $506,724.33 | 65,723 | Mar 31, 2026 | May 28, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.07% | $500,035.80 | 52,580 | Apr 30, 2026 | Jun 22, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $489,688.74 | 53,343 | Feb 28, 2026 | Apr 24, 2026 |
|
FFBFX
Emerald Finance & Banking Innovation Fund
|
MF | Independent / Boutique | 1.08% | $476,755.32 | 50,132 | Apr 30, 2026 | Jun 22, 2026 |
|
SECAX
SIIT SMALL CAP II FUND
|
MF | Independent / Boutique | 0.15% | $383,108.94 | 41,733 | Feb 28, 2026 | Apr 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $369,963.18 | 40,301 | Feb 28, 2026 | Apr 24, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $368,959.47 | 38,797 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $360,476.55 | 37,905 | Apr 30, 2026 | Jun 24, 2026 |
|
ZSCCX
Zacks Small-Cap Core Fund
|
MF | Independent / Boutique | 1.15% | $354,210.30 | 38,585 | Feb 28, 2026 | Apr 28, 2026 |
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