Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OMAH is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 5 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 85 tracked filers holding OMAH, 66 increased or opened the position and 22 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 2026-Q1 and 2026-Q2 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 13
- Foguth Wealth Management, LLC.$7M
- Navis Wealth Advisors, LLC$3M
- Larson Financial Group LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CIBC Bancorp USA Inc.$1M
Full exits 4
- Cambridge Investment Research Advisors, Inc.$2M
- Orion Porfolio Solutions, LLC$2M
- JANE STREET GROUP, LLC$660K
- Steward Partners Investment Advisory, LLC$506K
Largest adds
- LPL Financial LLC$10M
- TRED AVON FAMILY WEALTH, LLC$2M
- STIFEL FINANCIAL CORP$2M
- Mutual Advisors, LLC$1M
- KESTRA PRIVATE WEALTH SERVICES, LLC$1M
- Visionary Wealth Advisors$983K
Largest trims
- Balboa Wealth Partners$270K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Merit Financial Group, LLC added | 1,057,503 | $20M | 15.9% | 2026-Q2 |
| Second Half Financial Partners, LLC | 865,716 | $16M | 13.0% | 2026-Q2 |
| LPL Financial LLC added | 611,383 | $11M | 9.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. new | 360,403 | $7M | 5.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 339,396 | $6M | 5.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 257,841 | $5M | 3.9% | 2026-Q2 |
| Navis Wealth Advisors, LLC new | 167,995 | $3M | 2.5% | 2026-Q2 |
| TRED AVON FAMILY WEALTH, LLC added | 159,000 | $3M | 2.4% | 2026-Q2 |
| Sherry Group, Inc. added | 121,807 | $2M | 1.8% | 2026-Q2 |
| Larson Financial Group LLC new | 116,693 | $2M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 110,486 | $2M | 1.7% | 2026-Q2 |
| Brookwood Investment Group LLC added | 96,166 | $2M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 95,887 | $2M | 1.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 89,283 | $2M | 1.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 88,604 | $2M | 1.3% | 2026-Q2 |
| Formidable Asset Management, LLC added | 86,047 | $2M | 1.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 73,785 | $1M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 70,514 | $1M | 1.1% | 2026-Q2 |
| Camarda Financial Advisors, LLC added | 69,108 | $1M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 66,304 | $1M | 1.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 62,886 | $1M | 0.9% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 56,400 | $1M | 0.8% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC new | 55,200 | $1M | 0.8% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 49,058 | $905K | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 43,379 | $800K | 0.7% | 2026-Q2 |
| PFG Investments, LLC added | 40,699 | $750K | 0.6% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 40,669 | $750K | 0.6% | 2026-Q2 |
| Delta Investment Management, LLC added | 38,532 | $711K | 0.6% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 37,200 | $686K | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 37,183 | $686K | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 35,948 | $663K | 0.5% | 2026-Q2 |
| &PARTNERS new | 35,030 | $646K | 0.5% | 2026-Q2 |
| WealthShield Partners, LLC trimmed | 34,746 | $641K | 0.5% | 2026-Q2 |
| Focus Partners Wealth new | 32,965 | $608K | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 32,875 | $606K | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 31,017 | $572K | 0.5% | 2026-Q2 |
| Naviter Wealth, LLC added | 29,830 | $550K | 0.4% | 2026-Q2 |
| ELEVATUS WELATH MANAGEMENT | 29,278 | $540K | 0.4% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 27,756 | $512K | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC new | 27,400 | $505K | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 22,419 | $413K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 21,594 | $398K | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 21,231 | $392K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 21,055 | $388K | 0.3% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 16,995 | $313K | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 15,885 | $293K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 13,739 | $253K | 0.2% | 2026-Q2 |
| Capital CS Group, LLC added | 13,500 | $249K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 12,516 | $231K | 0.2% | 2026-Q2 |
| Marex Group Ltd | 11,425 | $211K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 11,327 | $209K | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 11,268 | $208K | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC new | 11,143 | $208K | 0.2% | 2026-Q2 |
| Significant Wealth Partners LLC trimmed | 10,533 | $194K | 0.2% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 10,176 | $188K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 8,227 | $152K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 7,619 | $140K | 0.1% | 2026-Q2 |
| SRH ADVISORS, LLC added | 5,899 | $109K | 0.1% | 2026-Q2 |
| UBS Group AG added | 5,366 | $99K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,464 | $64K | 0.1% | 2026-Q2 |
| SWAN Capital LLC added | 3,063 | $56K | 0.0% | 2026-Q2 |
| Westend Capital Management, LLC new | 2,887 | $53K | 0.0% | 2026-Q2 |
| NFSG Corp new | 2,619 | $48K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,166 | $40K | 0.0% | 2026-Q2 |
| Quantum Portfolio Management LLC new | 2,030 | $37K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 2,000 | $37K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 1,945 | $36K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT added | 1,455 | $27K | 0.0% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $24K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 1,224 | $23K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,200 | $22K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 1,150 | $21K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 726 | $13K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 657 | $12K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 450 | $8K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 374 | $7K | 0.0% | 2026-Q2 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC added | 324 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 63 | $1K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 53 | $978 | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 51 | $940 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 46 | $850 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 40 | $738 | 0.0% | 2026-Q2 |
| PITTENGER & ANDERSON INC | 11 | $202 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5 | $106 | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3 | $55 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 135,219 | $2M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC new | 131,717 | $2M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 36,632 | $660K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC added | 28,075 | $506K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 18,575 | $335K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Lionshead Wealth Management, LLC | 16,292 | $294K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Convergence Financial, LLC new | 12,600 | $227K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Westwood Wealth Management new | 16,292 | $305K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Gladstone Institutional Advisory LLC added | 111,922 | $2M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC new | 49,049 | $945K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Beacon Financial Advisory LLC new | 10,013 | $193K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PNC Financial Services Group, Inc. new | 6,276 | $121K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 42,233 | $815K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Aft, Forsyth & Sober, LLC new | 28,500 | $550K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| JOURNEY STRATEGIC WEALTH LLC new | 26,800 | $517K | 0.4% | 2025-Q2 stale (4 quarters behind) |
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.
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.