Who owns OMFL
Which tracked institutional funds hold OMFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OMFL 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 OMFL is one-sided between 2026-Q1 and 2026-Q2: 85 added or opened and 25 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
OMFL’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes OMFL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OMFL 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 255 tracked filers holding OMFL, 114 increased or opened the position and 137 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 OMFL 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 9
- Arizona PSPRS Trust$113M
- CI INVESTMENTS INC.$91M
- MW ADVISORY, LLC$17M
- INTEGRITY ALLIANCE, LLC.$2M
- TWO SIGMA INVESTMENTS, LP$2M
- DIVERSIFIED TRUST CO$1M
Full exits 13
- DAIDO LIFE INSURANCE CO$24M
- JOURNEY STRATEGIC WEALTH LLC$17M
- HighTower Advisors, LLC$16M
- Integrated Wealth Concepts LLC$15M
- Cambridge Investment Research Advisors, Inc.$9M
- Janney Montgomery Scott LLC$8M
Largest adds
- Balentine LLC$46M
- Bank of New York Mellon Corp$34M
- IFG Advisory, LLC$24M
- Invesco Ltd.$22M
- LPL Financial LLC$19M
- Corient Private Wealth LP$15M
Largest trims
- Independent Advisor Alliance$50M
- Clearstead Advisors, LLC$7M
- GOLDMAN SACHS GROUP INC$6M
- RFG Advisory, LLC$4M
- Gateway Wealth Partners, LLC$2M
- Quantinno Capital Management LP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Invesco Ltd. trimmed | 15,032,861 | $1.0B | 29.0% | 2026-Q2 |
| Balentine LLC added | 5,220,224 | $358M | 10.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,053,994 | $278M | 7.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,750,966 | $257M | 7.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,645,578 | $181M | 5.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,688,140 | $116M | 3.3% | 2026-Q2 |
| Arizona PSPRS Trust added | 1,647,064 | $113M | 3.2% | 2026-Q2 |
| CI INVESTMENTS INC. new | 1,326,112 | $91M | 2.6% | 2026-Q2 |
| UBS Group AG added | 1,181,673 | $81M | 2.3% | 2026-Q2 |
| Mariner, LLC trimmed | 786,924 | $54M | 1.5% | 2026-Q2 |
| Arkadios Wealth Advisors added | 768,374 | $53M | 1.5% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 721,672 | $51M | 1.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 716,998 | $49M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 651,000 | $45M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 626,158 | $43M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 435,760 | $30M | 0.8% | 2026-Q2 |
| Brookstone Capital Management trimmed | 417,609 | $29M | 0.8% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 412,246 | $28M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 410,945 | $28M | 0.8% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 406,570 | $28M | 0.8% | 2026-Q2 |
| Financial Enhancement Group LLC added | 365,652 | $25M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 365,270 | $25M | 0.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 359,730 | $25M | 0.7% | 2026-Q2 |
| IFG Advisory, LLC added | 359,396 | $25M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 326,199 | $22M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 319,382 | $21M | 0.6% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 312,508 | $21M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 311,470 | $21M | 0.6% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 305,807 | $21M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 287,641 | $20M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 271,293 | $19M | 0.5% | 2026-Q2 |
| MW ADVISORY, LLC new | 241,529 | $17M | 0.5% | 2026-Q2 |
| Financial Designs Corp trimmed | 227,556 | $16M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 223,413 | $15M | 0.4% | 2026-Q2 |
| Daner Wealth Management, LLC trimmed | 220,990 | $16M | 0.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 206,683 | $14M | 0.4% | 2026-Q2 |
| WALLER FINANCIAL PLANNING GROUP, INC trimmed | 182,037 | $12M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 166,437 | $11M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 161,739 | $11M | 0.3% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 151,832 | $10M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 135,909 | $9M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 135,131 | $9M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 134,195 | $9M | 0.3% | 2026-Q2 |
| ERn Financial, LLC trimmed | 133,689 | $9M | 0.3% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC trimmed | 127,571 | $9M | 0.2% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 113,000 | $8M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 112,716 | $8M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 106,487 | $7M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC added | 97,315 | $7M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 93,467 | $6M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 86,001 | $6M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 85,442 | $6M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 82,880 | $6M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 77,430 | $5M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,629 | $5M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 72,011 | $5M | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 66,725 | $5M | 0.1% | 2026-Q2 |
| Centerpoint Advisory Group trimmed | 65,197 | $4M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 64,193 | $4M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 64,063 | $4M | 0.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 62,586 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 60,518 | $4M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 59,704 | $4M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 59,389 | $4M | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 58,902 | $4M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 56,860 | $4M | 0.1% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 55,036 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 52,157 | $4M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 51,501 | $4M | 0.1% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC trimmed | 50,660 | $3M | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 49,694 | $3M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 48,275 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 46,880 | $3M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 44,424 | $3M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 42,668 | $3M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 42,118 | $3M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 41,521 | $3M | 0.1% | 2026-Q2 |
| Selby Wealth Management, LLC trimmed | 41,505 | $3M | 0.1% | 2026-Q2 |
| DEFINED WEALTH MANAGEMENT, LLC trimmed | 40,603 | $3M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 37,330 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 37,206 | $3M | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 35,552 | $2M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 34,482 | $2M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 33,864 | $2M | 0.1% | 2026-Q2 |
| Colonial River Investments, LLC added | 33,128 | $2M | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 32,256 | $2M | 0.1% | 2026-Q2 |
| Valued Retirements, Inc. trimmed | 31,130 | $2M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 30,196 | $2M | 0.1% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 29,879 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 29,737 | $2M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 27,827 | $2M | 0.1% | 2026-Q2 |
| Apella Capital, LLC trimmed | 27,151 | $2M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 26,870 | $2M | 0.1% | 2026-Q2 |
| Milestone Investment Advisors LLC | 26,645 | $2M | 0.1% | 2026-Q2 |
| MUIRFIELD WEALTH ADVISORS LLC trimmed | 26,168 | $2M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 24,558 | $2M | 0.0% | 2026-Q2 |
| Longview Financial Advisors, Inc. trimmed | 24,211 | $2M | 0.0% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 24,054 | $2M | 0.0% | 2026-Q2 |
| Archford Capital Strategies, LLC trimmed | 23,429 | $2M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 22,910 | $2M | 0.0% | 2026-Q2 |
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.