OPY NYSE
Oppenheimer Holdings Inc.
1W: +4.2%
1M: -12.4%
3M: -4.5%
YTD: +44.7%
1Y: +51.0%
3Y: +207.3%
5Y: +126.7%
$104.98
+1.89 (+1.83%)
Weekly Expected Move ±3.4%
$94
$98
$101
$105
$108
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
67
ETFs Holding
Total ETF Value
1.38%
Max Weight
0.083%
Avg Weight
ETF Holdings by Value
ETFs Holding OPY
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 |
AVUV
Avantis U.S. Small Cap Value ETF
|
0.1000% | 786 | 7.9% | 11.4 | 0.02% | ||
| 2 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 | VITSX | 0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VSMPX | 0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 | VTSAX | 0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 6 |
DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
|
0.0579% | 1,054 | 7.2% | 21.4 | 0.02% | ||
| 7 |
DFAT
Dimensional - US Targeted Value ETF
|
0.0346% | 1,219 | 7.0% | 20.1 | 0.02% | ||
| 8 |
DFAS
Dimensional - US Small Cap ETF
|
0.0243% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 9 |
VXF
Vanguard Extended Market ETF
|
0.0088% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 10 | VEMPX | 0.0088% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 11 | VEXAX | 0.0088% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 12 | VIEIX | 0.0088% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 13 |
FESM
Fidelity Enhanced Small Cap ETF
|
0.1000% | 866 | 7.1% | 13.4 | 0.01% | ||
| 14 |
KCE
State Street SPDR S&P Capital Markets ETF
|
1.3810% | 66 | 19.1% | 18.2 | 0.02% | ||
| 15 |
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
0.2100% | 629 | 7.7% | 5.3 | 0.02% | ||
| 16 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0046% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 17 |
FNDA
Schwab Fundamental U.S. Small Company Index ETF
|
0.0444% | 907 | 3.7% | 38.3 | 0.02% | ||
| 18 | VSTCX | 0.1228% | 652 | 7.2% | 14.4 | 0.01% | ||
| 19 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0498% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 20 | FSMAX | 0.0090% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 21 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0150% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 22 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0033% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 23 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0500% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 24 |
DWAS
Invesco Dorsey Wright SmallCap Momentum ETF
|
0.3681% | 201 | 12.6% | 6.6 | 0.00% | ||
| 25 | FSKAX | 0.0010% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 26 | AVUVX | 0.0800% | 698 | 7.8% | 12.7 | 0.02% | ||
| 27 | VFAIX | 0.0081% | 410 | 44.5% | 17.3 | 0.02% | ||
| 28 |
VFH
Vanguard Financials ETF
|
0.0081% | 423 | 48.2% | 18.3 | 0.02% | ||
| 29 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0358% | 1,481 | 4.1% | 16.4 | 0.01% | ||
| 30 |
DES
WisdomTree U.S. SmallCap Dividend Fund
|
0.0441% | 507 | 9.6% | 30.9 | 0.03% | ||
| 31 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0009% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 32 | KOC | 0.0600% | 33 | 73.3% | 17.1 | 0.02% | ||
| 33 |
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
0.0600% | 35 | 74.2% | 18.6 | 0.02% | ||
| 34 |
AVUS
Avantis U.S. Equity ETF
|
—% | 1,919 | 29.9% | 39.4 | 0.01% | ||
| 35 |
EES
WisdomTree U.S. SmallCap Fund
|
0.0990% | 862 | 8.6% | 22.2 | 0.02% | ||
| 36 | AMAEX | 0.7000% | 85 | 23.0% | 17.4 | 0.03% | ||
| 37 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0106% | 2,258 | 23.9% | 22.8 | 0.01% | ||
| 38 |
ISMD
Inspire Small/Mid Cap ETF
|
0.1696% | 499 | 2.7% | 13.9 | 0.02% | ||
| 39 | VBINX | 0.0007% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 40 | VBIAX | 0.0007% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 41 | VBAIX | 0.0007% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 42 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0009% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 43 | VITPX | 0.0012% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 44 | VITNX | 0.0012% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 45 | FZROX | 0.0010% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 46 |
EHLS
Even Herd Long Short ETF
|
0.6900% | 266 | 22.8% | 136.6 | 0.03% | ||
| 47 |
DFUV
Dimensional - US Marketwide Value ETF
|
0.0020% | 1,310 | 26.3% | 17.8 | 0.02% | ||
| 48 | BDMIX | 0.0020% | 3,803 | 14.6% | -8368.4 | 3.97% | ||
| 49 | FZIPX | 0.0100% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 50 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0019% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 51 |
DFUS
Dimensional U.S. Equity ETF
|
0.0009% | 2,210 | 34.6% | 64.3 | 0.01% | ||
| 52 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0100% | 381 | 48.4% | 17.8 | 0.02% | ||
| 53 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0200% | 1,036 | 5.5% | 18.8 | 0.02% | ||
| 54 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0043% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 55 |
ROSC
Hartford Multifactor Small Cap ETF
|
0.2112% | 311 | 10.3% | 14.9 | 0.02% | ||
| 56 | FLXSX | 0.0230% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 57 | HKK | 0.0139% | 1,062 | 5.9% | 15.0 | 0.02% | ||
| 58 | HKJ | 0.0085% | 940 | 8.3% | 22.8 | 0.01% | ||
| 59 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.0800% | 823 | 3.8% | 8.7 | 0.02% | ||
| 60 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0030% | 1,894 | 26.0% | 49.9 | 0.01% | ||
| 61 | AVSCX | 0.0500% | 1,108 | 3.7% | 10.0 | 0.01% | ||
| 62 |
FNDB
Schwab Fundamental U.S. Broad Market Index ETF
|
0.0035% | 1,613 | 20.8% | 23.8 | 0.02% | ||
| 63 |
AVTM
Avantis Total Equity Markets ETF 1
|
0.0100% | 1,702 | 40.6% | 45.5 | 0.01% | ||
| 64 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0056% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 65 |
ACSV
American Century ETF Trust - American Century Small Cap Value Insights ETF
|
0.1300% | 200 | 17.8% | 18.2 | 0.02% | ||
| 66 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0100% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 67 | HKG | 0.0091% | 1,533 | 4.5% | 18.8 | 0.02% | ||
| 68 | AVUSX | —% | 1,611 | 27.2% | 30.3 | 0.01% | ||
| 69 |
PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
|
0.1400% | 777 | 2.1% | 13.0 | 0.03% | ||
| 70 |
STSB
iShares Factors US Small Blend Style ETF
|
0.2200% | 840 | 6.2% | -0.4 | 0.04% | ||
| 71 |
AVSU
Avantis Responsible U.S. Equity ETF
|
—% | 1,353 | 32.6% | 42.1 | 0.01% | ||
| 72 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0200% | 1,037 | 5.4% | 18.3 | 0.02% | ||
| 73 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0100% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 74 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0100% | 1,661 | 4.2% | 20.8 | 0.01% |
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