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Institutional Ownership · SEC Form 13F

Who owns OMAH (OMAH)


Which tracked institutional funds hold OMAH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OMAH company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

69
Institutional holders
3,991,113
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened OMAH while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OMAH’s largest tracked holder by dollar value, Merit Financial Group, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OMAH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 69 tracked filers holding OMAH, 42 increased or opened the position and 21 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OMAH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • Orion Porfolio Solutions, LLC$2M
  • Brookwood Investment Group LLC$2M
  • ROYAL BANK OF CANADA$1M
  • LPL Financial LLC$845K
  • TRED AVON FAMILY WEALTH, LLC$721K
  • WealthShield Partners, LLC$697K

Full exits 1

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M

Largest adds

  • Merit Financial Group, LLC$1M
  • Cambridge Investment Research Advisors, Inc.$683K
  • STIFEL FINANCIAL CORP$497K
  • Visionary Wealth Advisors$379K
  • Steward Partners Investment Advisory, LLC$345K
  • KESTRA PRIVATE WEALTH SERVICES, LLC$268K

Largest trims

  • Beaumont Financial Advisors, LLC$11M
  • Redhawk Wealth Advisors, Inc.$5M
  • Second Half Financial Partners, LLC$623K
  • NewEdge Advisors, LLC$424K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Merit Financial Group, LLC added1,029,862$19M23.2%2026-Q1
Second Half Financial Partners, LLC865,716$16M19.5%2026-Q1
Beaumont Financial Advisors, LLC trimmed255,691$5M5.8%2026-Q1
STIFEL FINANCIAL CORP added230,874$4M5.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added135,219$2M3.0%2026-Q1
Orion Porfolio Solutions, LLC new131,717$2M3.0%2026-Q1
Sherry Group, Inc. added106,708$2M2.4%2026-Q1
Brookwood Investment Group LLC new94,752$2M2.1%2026-Q1
Formidable Asset Management, LLC added81,526$2M1.9%2026-Q1
Kestra Advisory Services, LLC added74,720$1M1.7%2026-Q1
Camarda Financial Advisors, LLC added64,286$1M1.4%2026-Q1
ROYAL BANK OF CANADA new60,097$1M1.4%2026-Q1
D.A. DAVIDSON & CO. added56,300$1M1.3%2026-Q1
RPS ADVISORY SOLUTIONS LLC trimmed49,889$899K1.1%2026-Q1
LPL Financial LLC new46,890$845K1.1%2026-Q1
Balboa Wealth Partners trimmed43,365$781K1.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed42,890$773K1.0%2026-Q1
TRED AVON FAMILY WEALTH, LLC new40,000$721K0.9%2026-Q1
WealthShield Partners, LLC new38,665$697K0.9%2026-Q1
Onyx Bridge Wealth Group LLC added38,393$692K0.9%2026-Q1
JANE STREET GROUP, LLC trimmed36,632$660K0.8%2026-Q1
Visionary Wealth Advisors added36,105$651K0.8%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added33,207$598K0.7%2026-Q1
PFG Investments, LLC added31,364$565K0.7%2026-Q1
ELEVATUS WELATH MANAGEMENT trimmed29,278$528K0.7%2026-Q1
Delta Investment Management, LLC trimmed29,075$524K0.7%2026-Q1
Steward Partners Investment Advisory, LLC added28,075$506K0.6%2026-Q1
Integrated Wealth Concepts LLC added27,340$493K0.6%2026-Q1
Creative Planning trimmed21,802$393K0.5%2026-Q1
Snowden Capital Advisors LLC trimmed19,430$350K0.4%2026-Q1
Janney Montgomery Scott LLC new18,575$335K0.4%2026-Q1
Lionshead Wealth Management, LLC16,292$294K0.4%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed15,425$278K0.3%2026-Q1
Mutual Advisors, LLC new12,789$230K0.3%2026-Q1
Convergence Financial, LLC new12,600$227K0.3%2026-Q1
RFG Advisory, LLC new12,492$225K0.3%2026-Q1
Capital CS Group, LLC12,000$216K0.3%2026-Q1
Marex Group plc added11,425$206K0.3%2026-Q1
Redhawk Wealth Advisors, Inc. trimmed11,269$203K0.3%2026-Q1
DAYMARK WEALTH PARTNERS, LLC new11,000$198K0.2%2026-Q1
Significant Wealth Partners LLC new10,538$190K0.2%2026-Q1
SRH ADVISORS, LLC added5,682$102K0.1%2026-Q1
CWM, LLC added5,222$94K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added4,736$85K0.1%2026-Q1
NewEdge Advisors, LLC trimmed24,319$78K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed3,464$62K0.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,264$59K0.1%2026-Q1
First PREMIER Bank3,000$54K0.1%2026-Q1
US BANCORP \DE\2,000$36K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,908$34K0.0%2026-Q1
Hamrick Investment Counsel, llc new1,750$32K0.0%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT added1,402$25K0.0%2026-Q1
Atlantic Edge Private Wealth Management, LLC1,300$23K0.0%2026-Q1
BALLAST ADVISORS LLC new1,260$23K0.0%2026-Q1
SWAN Capital LLC new1,241$22K0.0%2026-Q1
SIMPLEX TRADING, LLC added1,154$21K0.0%2026-Q1
Noble Wealth Management PBC1,150$21K0.0%2026-Q1
Allworth Financial LP added1,100$20K0.0%2026-Q1
MORGAN STANLEY added1,003$18K0.0%2026-Q1
TD Waterhouse Canada Inc. added645$12K0.0%2026-Q1
IFP Advisors, Inc450$8K0.0%2026-Q1
Private Wealth Asset Management, LLC374$7K0.0%2026-Q1
MARK SHEPTOFF FINANCIAL PLANNING, LLC added319$6K0.0%2026-Q1
GHP Investment Advisors, Inc.53$9560.0%2026-Q1
IMA Advisory Services, Inc.30$5400.0%2026-Q1
PITTENGER & ANDERSON INC new11$1970.0%2026-Q1
Advisory Services Network, LLC new2$360.0%2026-Q1
Activest Wealth Management1$160.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed0$80.0%2026-Q1
Gladstone Institutional Advisory LLC added111,922$2M2.7%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added80,547$2M1.9%2025-Q4 stale
OLD MISSION CAPITAL LLC new49,049$945K1.2%2025-Q3 stale
GOLDMAN SACHS GROUP INC new42,233$815K1.0%2025-Q2 stale
Aft, Forsyth & Sober, LLC new28,500$550K0.7%2025-Q2 stale
JOURNEY STRATEGIC WEALTH LLC new26,800$517K0.6%2025-Q2 stale
CITADEL ADVISORS LLC new18,457$364K0.5%2025-Q1 stale
Naviter Wealth, LLC added18,130$340K0.4%2025-Q4 stale
Westwood Wealth Management new16,292$305K0.4%2025-Q4 stale
Mariner, LLC new13,947$269K0.3%2025-Q2 stale
COMMONWEALTH EQUITY SERVICES, LLC new12,928$242K0.3%2025-Q4 stale
Beacon Financial Advisory LLC new10,013$193K0.2%2025-Q3 stale
PNC Financial Services Group, Inc. new6,276$121K0.2%2025-Q3 stale
Parallel Advisors, LLC trimmed2,338$44K0.1%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new98$17K0.0%2025-Q4 stale
Tower Research Capital LLC (TRC) new519$10K0.0%2025-Q2 stale
PIN OAK INVESTMENT ADVISORS INC225$4K0.0%2025-Q3 stale
UBS Group AG new181$3K0.0%2025-Q4 stale
Tradewinds Capital Management, LLC new103$2K0.0%2025-Q2 stale
HAZLETT, BURT & WATSON, INC.50$1K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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