Who owns OMFL (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-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
30 tracked funds added or opened OMFL while 71 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
OMFL’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 259 tracked filers holding OMFL, 100 increased or opened the position and 155 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 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
- Clearstead Advisors, LLC$15M
- RFG Advisory, LLC$8M
- Gateway Wealth Partners, LLC$4M
- Arete Wealth Advisors, LLC$4M
- JANE STREET GROUP, LLC$1M
- Williams & Novak, LLC$811K
Full exits 13
- Arizona PSPRS Trust$100M
- Deseret Mutual Benefit Administrators$46M
- Foguth Wealth Management, LLC.$9M
- SILVER OAK SECURITIES, INCORPORATED$9M
- Clarius Group, LLC$9M
- GTS SECURITIES LLC$8M
Largest adds
- Bank of New York Mellon Corp$53M
- Independent Advisor Alliance$53M
- HighTower Advisors, LLC$13M
- Concurrent Investment Advisors, LLC$11M
- GOLDMAN SACHS GROUP INC$10M
- Arkadios Wealth Advisors$3M
Largest trims
- Invesco Ltd.$192M
- ORRSTOWN FINANCIAL SERVICES INC$51M
- Cambridge Investment Research Advisors, Inc.$24M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24M
- IFG Advisory, LLC$22M
- BANK OF AMERICA CORP /DE/$18M
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 |
|---|---|---|---|---|
| Invesco Ltd. trimmed | 16,766,265 | $1.0B | 29.9% | 2026-Q1 |
| Balentine LLC trimmed | 5,180,692 | $311M | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,398,927 | $264M | 7.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,711,567 | $223M | 6.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 2,701,696 | $162M | 4.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,933,177 | $116M | 3.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,149,758 | $69M | 2.1% | 2026-Q1 |
| Independent Advisor Alliance added | 893,617 | $54M | 1.6% | 2026-Q1 |
| Mariner, LLC trimmed | 843,402 | $51M | 1.5% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 744,720 | $50M | 1.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 697,082 | $42M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 686,409 | $41M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 620,871 | $38M | 1.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 620,816 | $37M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 455,990 | $27M | 0.8% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 439,187 | $26M | 0.8% | 2026-Q1 |
| Brookstone Capital Management added | 417,916 | $25M | 0.7% | 2026-Q1 |
| DAIDO LIFE INSURANCE CO | 403,056 | $24M | 0.7% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 390,020 | $23M | 0.7% | 2026-Q1 |
| Financial Enhancement Group LLC added | 343,898 | $22M | 0.7% | 2026-Q1 |
| Creative Planning trimmed | 341,058 | $21M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 337,568 | $20M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 325,712 | $20M | 0.6% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 319,597 | $19M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 312,154 | $19M | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 306,114 | $18M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 303,477 | $18M | 0.5% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 283,384 | $17M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 266,290 | $16M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 264,995 | $16M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 262,034 | $16M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 260,367 | $16M | 0.5% | 2026-Q1 |
| Daner Wealth Management, LLC trimmed | 225,476 | $15M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC new | 251,553 | $15M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 245,282 | $15M | 0.4% | 2026-Q1 |
| Financial Designs Corp added | 231,466 | $14M | 0.4% | 2026-Q1 |
| WALLER FINANCIAL PLANNING GROUP, INC trimmed | 196,483 | $12M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 156,996 | $10M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 159,520 | $9M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 153,629 | $9M | 0.3% | 2026-Q1 |
| ERn Financial, LLC trimmed | 142,431 | $9M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 140,993 | $8M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 135,593 | $8M | 0.2% | 2026-Q1 |
| Solano Wealth Investment Advisors LLC trimmed | 128,750 | $8M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 126,038 | $8M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 125,835 | $8M | 0.2% | 2026-Q1 |
| Sage Mountain Advisors LLC | 120,800 | $7M | 0.2% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 109,695 | $7M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 109,448 | $7M | 0.2% | 2026-Q1 |
| PAX Financial Group, LLC trimmed | 94,797 | $6M | 0.2% | 2026-Q1 |
| Avestar Capital, LLC added | 92,090 | $6M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 89,365 | $5M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 88,462 | $5M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 84,992 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 76,376 | $5M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 69,144 | $4M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 67,876 | $4M | 0.1% | 2026-Q1 |
| Centerpoint Advisory Group trimmed | 65,966 | $4M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 64,129 | $4M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 63,637 | $4M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 62,767 | $4M | 0.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 62,620 | $4M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 62,527 | $4M | 0.1% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC trimmed | 62,197 | $4M | 0.1% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC trimmed | 61,483 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 59,659 | $4M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 56,407 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 55,784 | $3M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 50,748 | $3M | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 50,069 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 49,601 | $3M | 0.1% | 2026-Q1 |
| Advocacy Wealth Management, LLC | 49,298 | $3M | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 46,950 | $3M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 46,386 | $3M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 43,158 | $3M | 0.1% | 2026-Q1 |
| Selby Wealth Management, LLC trimmed | 42,628 | $3M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 42,500 | $3M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 42,342 | $3M | 0.1% | 2026-Q1 |
| DEFINED WEALTH MANAGEMENT, LLC added | 41,828 | $3M | 0.1% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 38,914 | $2M | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 38,044 | $2M | 0.1% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 35,754 | $2M | 0.1% | 2026-Q1 |
| Valued Retirements, Inc. | 35,523 | $2M | 0.1% | 2026-Q1 |
| Arizona PSPRS Trust trimmed | 1,639,432 | $100M | 3.0% | 2025-Q4 stale |
| Deseret Mutual Benefit Administrators trimmed | 749,613 | $46M | 1.4% | 2025-Q4 stale |
| Burt Wealth Advisors trimmed | 356,150 | $21M | 0.6% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 293,500 | $18M | 0.5% | 2025-Q3 stale |
| Foguth Wealth Management, LLC. added | 151,824 | $9M | 0.3% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 139,628 | $9M | 0.3% | 2025-Q4 stale |
| Clarius Group, LLC trimmed | 139,915 | $9M | 0.3% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 124,035 | $8M | 0.2% | 2025-Q4 stale |
| Matthew Goff Investment Advisor, LLC new | 268,187 | $5M | 0.2% | 2025-Q4 stale |
| Consolidated Planning Corp trimmed | 69,016 | $4M | 0.1% | 2025-Q2 stale |
| NBZ Investment Advisors LLC trimmed | 63,936 | $4M | 0.1% | 2025-Q2 stale |
| Focus Financial Network, Inc. added | 54,856 | $3M | 0.1% | 2025-Q2 stale |
| Callan Capital, LLC | 58,415 | $3M | 0.1% | 2025-Q1 stale |
| Running Point Capital Advisors, LLC trimmed | 45,519 | $3M | 0.1% | 2025-Q4 stale |
| Elios Financial Group Inc. added | 46,093 | $3M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 41,385 | $2M | 0.1% | 2025-Q2 stale |
| Wilmington Savings Fund Society, FSB | 41,149 | $2M | 0.1% | 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.