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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Merit Financial Group, LLC added | 1,029,862 | $19M | 23.2% | 2026-Q1 |
| Second Half Financial Partners, LLC | 865,716 | $16M | 19.5% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 255,691 | $5M | 5.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 230,874 | $4M | 5.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 135,219 | $2M | 3.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 131,717 | $2M | 3.0% | 2026-Q1 |
| Sherry Group, Inc. added | 106,708 | $2M | 2.4% | 2026-Q1 |
| Brookwood Investment Group LLC new | 94,752 | $2M | 2.1% | 2026-Q1 |
| Formidable Asset Management, LLC added | 81,526 | $2M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 74,720 | $1M | 1.7% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 64,286 | $1M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 60,097 | $1M | 1.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 56,300 | $1M | 1.3% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 49,889 | $899K | 1.1% | 2026-Q1 |
| LPL Financial LLC new | 46,890 | $845K | 1.1% | 2026-Q1 |
| Balboa Wealth Partners trimmed | 43,365 | $781K | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 42,890 | $773K | 1.0% | 2026-Q1 |
| TRED AVON FAMILY WEALTH, LLC new | 40,000 | $721K | 0.9% | 2026-Q1 |
| WealthShield Partners, LLC new | 38,665 | $697K | 0.9% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 38,393 | $692K | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,632 | $660K | 0.8% | 2026-Q1 |
| Visionary Wealth Advisors added | 36,105 | $651K | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 33,207 | $598K | 0.7% | 2026-Q1 |
| PFG Investments, LLC added | 31,364 | $565K | 0.7% | 2026-Q1 |
| ELEVATUS WELATH MANAGEMENT trimmed | 29,278 | $528K | 0.7% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 29,075 | $524K | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 28,075 | $506K | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 27,340 | $493K | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 21,802 | $393K | 0.5% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 19,430 | $350K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 18,575 | $335K | 0.4% | 2026-Q1 |
| Lionshead Wealth Management, LLC | 16,292 | $294K | 0.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 15,425 | $278K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC new | 12,789 | $230K | 0.3% | 2026-Q1 |
| Convergence Financial, LLC new | 12,600 | $227K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC new | 12,492 | $225K | 0.3% | 2026-Q1 |
| Capital CS Group, LLC | 12,000 | $216K | 0.3% | 2026-Q1 |
| Marex Group plc added | 11,425 | $206K | 0.3% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 11,269 | $203K | 0.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 11,000 | $198K | 0.2% | 2026-Q1 |
| Significant Wealth Partners LLC new | 10,538 | $190K | 0.2% | 2026-Q1 |
| SRH ADVISORS, LLC added | 5,682 | $102K | 0.1% | 2026-Q1 |
| CWM, LLC added | 5,222 | $94K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,736 | $85K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 24,319 | $78K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 3,464 | $62K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,264 | $59K | 0.1% | 2026-Q1 |
| First PREMIER Bank | 3,000 | $54K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 2,000 | $36K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,908 | $34K | 0.0% | 2026-Q1 |
| Hamrick Investment Counsel, llc new | 1,750 | $32K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 1,402 | $25K | 0.0% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $23K | 0.0% | 2026-Q1 |
| BALLAST ADVISORS LLC new | 1,260 | $23K | 0.0% | 2026-Q1 |
| SWAN Capital LLC new | 1,241 | $22K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 1,154 | $21K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC | 1,150 | $21K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 1,100 | $20K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,003 | $18K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 645 | $12K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 450 | $8K | 0.0% | 2026-Q1 |
| Private Wealth Asset Management, LLC | 374 | $7K | 0.0% | 2026-Q1 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC added | 319 | $6K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. | 53 | $956 | 0.0% | 2026-Q1 |
| IMA Advisory Services, Inc. | 30 | $540 | 0.0% | 2026-Q1 |
| PITTENGER & ANDERSON INC new | 11 | $197 | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 2 | $36 | 0.0% | 2026-Q1 |
| Activest Wealth Management | 1 | $16 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $8 | 0.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 111,922 | $2M | 2.7% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 80,547 | $2M | 1.9% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 49,049 | $945K | 1.2% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 42,233 | $815K | 1.0% | 2025-Q2 stale |
| Aft, Forsyth & Sober, LLC new | 28,500 | $550K | 0.7% | 2025-Q2 stale |
| JOURNEY STRATEGIC WEALTH LLC new | 26,800 | $517K | 0.6% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 18,457 | $364K | 0.5% | 2025-Q1 stale |
| Naviter Wealth, LLC added | 18,130 | $340K | 0.4% | 2025-Q4 stale |
| Westwood Wealth Management new | 16,292 | $305K | 0.4% | 2025-Q4 stale |
| Mariner, LLC new | 13,947 | $269K | 0.3% | 2025-Q2 stale |
| COMMONWEALTH EQUITY SERVICES, LLC new | 12,928 | $242K | 0.3% | 2025-Q4 stale |
| Beacon Financial Advisory LLC new | 10,013 | $193K | 0.2% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. new | 6,276 | $121K | 0.2% | 2025-Q3 stale |
| Parallel Advisors, LLC trimmed | 2,338 | $44K | 0.1% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 98 | $17K | 0.0% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) new | 519 | $10K | 0.0% | 2025-Q2 stale |
| PIN OAK INVESTMENT ADVISORS INC | 225 | $4K | 0.0% | 2025-Q3 stale |
| UBS Group AG new | 181 | $3K | 0.0% | 2025-Q4 stale |
| Tradewinds Capital Management, LLC new | 103 | $2K | 0.0% | 2025-Q2 stale |
| HAZLETT, BURT & WATSON, INC. | 50 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.