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Security record · archived quarter

OMFS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024 Q2 2024
22Tracked holders
+2Δ holders
3.56MShares held
$161.13MReported value
+2New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.0% · share flow -8.0% · net new positions +9.1%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +1 3.50M $186.82M +2 −1
Q1 2026 22 +2 3.56M $161.13M +2
Q4 2025 20 -1 3.87M $172.17M −1
Q3 2025 4 -1 21.97K $966,325 −1
Q2 2025 3 0 38.81K $1.56M
Q1 2025 2 +2 52.74K $2.00M +2
Q3 2024 1 -1 16.70K $660,366 −1
Q2 2024 2 28.38K $1.03M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Invesco Ltd. 1.44M -0.3% $65.35M 0.0% ▼ Trim 2 SEC ↗
2 Invesco Ltd. 1.44M -0.3% $65.35M 0.0% ▼ Trim 2 SEC ↗
3 Bank of New York Mellon Corp 841.09K -23.5% $38.07M 0.0% ▼ Trim 2 SEC ↗
4 Bank of New York Mellon Corp 841.09K -23.5% $38.07M 0.0% ▼ Trim 2 SEC ↗
5 Bank of New York Mellon Corp 841.09K -23.5% $38.07M 0.0% ▼ Trim 2 SEC ↗
6 LPL Financial LLC 723.91K -8.1% $32.77M 0.0% ▼ Trim 2 SEC ↗
7 Raymond James Financial Inc 179.01K +8.3% $8.10M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 179.01K +8.3% $8.10M 0.0% ▲ Add 2 SEC ↗
9 Bank Of America Corp /De/ 122.53K -1.4% $5.55M 0.0% ▼ Trim 2 SEC ↗
10 Bank Of America Corp /De/ 122.53K -1.4% $5.55M 0.0% ▼ Trim 2 SEC ↗
11 Bank Of America Corp /De/ 122.53K -1.4% $5.55M 0.0% ▼ Trim 2 SEC ↗
12 UBS Group AG 61.05K -18.5% $2.76M 0.0% ▼ Trim 2 SEC ↗
13 UBS Group AG 61.05K -18.5% $2.76M 0.0% ▼ Trim 2 SEC ↗
14 Commonwealth Equity Services, Llc 31.14K +2.2% $1.41M 0.0% ▲ Add 2 SEC ↗
15 Cetera Investment Advisers 24.91K -3.9% $1.13M 0.0% ▼ Trim 2 SEC ↗
16 Envestnet Asset Management Inc 23.15K +33.9% $1.05M 0.0% ▲ Add 2 SEC ↗
17 Royal Bank Of Canada 22.21K +415.0% $1.00M 0.0% ▲ Add 2 SEC ↗
18 Mml Investors Services, Llc 20.62K -4.9% $933,246 0.0% ▼ Trim 2 SEC ↗
19 Wells Fargo & Company/Mn 12.72K -9.4% $575,906 0.0% ▼ Trim 2 SEC ↗
20 Wells Fargo & Company/Mn 12.72K -9.4% $575,906 0.0% ▼ Trim 2 SEC ↗
21 Osaic Holdings, Inc. 11.25K -8.6% $509,399 0.0% ▼ Trim 2 SEC ↗
22 Osaic Holdings, Inc. 11.25K -8.6% $509,399 0.0% ▼ Trim 2 SEC ↗
23 Susquehanna International Group, Llp 10.88K New $492,347 0.0% New 1 SEC ↗
24 Cerity Partners LLC 10.56K -1.4% $477,875 0.0% ▼ Trim 2 SEC ↗
25 Morgan Stanley 8.00K -15.2% $362,168 0.0% ▼ Trim 3 SEC ↗
26 Morgan Stanley 8.00K -15.2% $362,168 0.0% ▼ Trim 3 SEC ↗
27 Wealth Enhancement Advisory… 7.15K -70.9% $327,493 0.0% ▼ Trim 2 SEC ↗
28 Jane Street Group, Llc 4.45K New $201,520 0.0% New 1 SEC ↗
29 JPMorgan Chase 986 +48.5% $43,433 0.0% ▲ Add 3 SEC ↗
30 JPMorgan Chase 986 +48.5% $43,433 0.0% ▲ Add 3 SEC ↗
31 Cwm, Llc 208 -59.8% $9,415 0.0% ▼ Trim 2 SEC ↗
32 Fidelity (FMR) 204 -2.9% $9,254 0.0% ▼ Trim 4 SEC ↗
33 Northwestern Mutual Wealth… 69 0.0% $3,123 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $492,347 0.0%
Jane Street Group, Llc $201,520 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 4.84M shares, $199.20M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API