Opus Genetics, Inc.
IRD- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001228627
In the last 90 days, Opus Genetics, Inc. insiders filed 0 open-market purchases and 5 sales; 103 institutions reported holding it in 13F filings for Q2 2026, worth $236.4M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Opus Genetics, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 41
- +7 vs. Q4 2022
- Shares held
- 3.46M
- +387.5K (+12.6%) vs. Q4 2022
- Total value
- $13.0M
- +$2.20M (+20.4%) vs. Q4 2022
- New holders
- 11
- 10 more added
- Sold out
- 4
- 7 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IRD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $236.4M |
| Q1 2026 | 79 | $203.8M |
| Q4 2025 | 59 | $55.9M |
| Q3 2025 | 48 | $31.9M |
| Q2 2025 | 43 | $16.5M |
| Q1 2025 | 46 | $14.7M |
| Q4 2024 | 43 | $4.38M |
| Q3 2024 | 38 | $3.32M |
| Q2 2024 | 37 | $4.13M |
| Q1 2024 | 49 | $6.78M |
| Q4 2023 | 50 | $11.2M |
| Q3 2023 | 50 | $12.6M |
| Q2 2023 | 49 | $16.0M |
| Q1 2023 | 41 | $13.0M |
| Q4 2022 | 35 | $10.9M |
| Q3 2022 | 37 | $5.69M |
| Q2 2022 | 38 | $4.62M |
| Q1 2022 | 41 | $6.69M |
| Q4 2021 | 40 | $8.07M |
| Q3 2021 | 30 | $8.62M |
| Q2 2021 | 36 | $5.61M |
| Q1 2021 | 27 | $5.27M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Opus Genetics, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $8 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $75 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21 | $79 | 0.00% | −3,500−99.4% | Reduced |
| ICA Group Wealth Management, LLC | 32 | $121 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 400 | $1.50K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 564 | $2.12K | 0.00% | +564 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,000 | $3.75K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,000 | $3.75K | 0.00% | +1,000 | New |
| Group One Trading, L.P. | 1,451 | $5.44K | 0.00% | −3,411−70.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,721 | $6.00K | 0.00% | −3,382−66.3% | Reduced |
| National Bank of Canada | 2,000 | $7.50K | 0.00% | +2,000 | New |
| Wells Fargo & Company | 2,914 | $10.9K | 0.00% | +2+0.1% | Added |
| Citadel Advisors LLC | 3,946 | $14.8K | 0.00% | −34,066−89.6% | Reduced |
| Kestra Private Wealth Services, LLC | 10,000 | $37.5K | 0.00% | +10,000 | New |
| Lincoln National Corp | 11,600 | $43.5K | 0.00% | 00.0% | Unchanged |
| United Bank | 11,800 | $44.3K | 0.01% | +11,800 | New |
| Stokes Family Office, LLC | 12,120 | $45.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,776 | $51.0K | 0.00% | +2,140+18.4% | Added |
| Susquehanna International Group, LLP | 14,751 | $55.3K | 0.00% | −15,451−51.2% | Reduced |
| Bedel Financial Consulting, Inc. | 15,000 | $56.3K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,350 | $61.3K | 0.00% | +16,350 | New |
| Cornerstone Capital, Inc. | 16,357 | $61.3K | 0.01% | +16,357 | New |
| Legato Capital Management LLC | 16,456 | $61.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,501 | $73.1K | 0.00% | +19,501 | New |
| Occudo Quantitative Strategies LP | 19,623 | $73.6K | 0.01% | +19,623 | New |
| Private Advisor Group, LLC | 20,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 25,592 | $96.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 26,000 | $97.5K | 0.02% | +26,000 | New |
| Morgan Stanley | 28,614 | $107.3K | 0.00% | −4,527−13.7% | Reduced |
| Northern Trust Corp | 32,070 | $120.3K | 0.00% | +9,789+43.9% | Added |
| BlackRock Inc. | 52,201 | $195.8K | 0.00% | −19,501−27.2% | Reduced |
| Diametric Capital, LP | 55,648 | $208.7K | 0.10% | +32,050+135.8% | Added |
| State Street Corp | 62,173 | $233.1K | 0.00% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 100,000 | $375.0K | 0.63% | +100,000 | New |
| Geode Capital Management, LLC | 181,370 | $680.1K | 0.00% | +8,303+4.8% | Added |
| Renaissance Technologies LLC | 189,969 | $712.0K | 0.00% | +469+0.2% | Added |
| Richmond Brothers, Inc. | 340,526 | $1.28M | 2.15% | +11,556+3.5% | Added |
| MAI Capital Management | 494,690 | $1.86M | 0.03% | +54,619+12.4% | Added |
| Rice Hall James & Associates, LLC | 809,117 | $3.03M | 0.17% | +3,050+0.4% | Added |
| Vanguard Group Inc | 846,702 | $3.18M | 0.00% | +143,348+20.4% | Added |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −14,928−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |