Who owns OMAH?
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90 institutions reported holding OMAH, worth $117.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OMAH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Merit Financial Group, LLC | Alpharetta, GA | $19.5M | 1,057,503 | +27,641 shares |
| Second Half Financial Partners, LLC | Sebring, FL | $16.0M | 865,716 | No change |
| LPL Financial LLC | Fort Mill, SC | $11.3M | 611,383 | +564,493 shares |
| Foguth Wealth Management, LLC. | Brighton, MI | $6.9M | 360,403 | New position |
| Stifel Financial Corp. | St. Louis, MO | $6.3M | 339,396 | +108,522 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.6M | 303,890 | +168,671 shares |
| Beaumont Financial Advisors, LLC | Needham, MA | $4.8M | 257,841 | +2,150 shares |
| Navis Wealth Advisors, LLC | Rye Brook, NY | $3.1M | 167,995 | New position |
| TRED AVON Family Wealth, LLC | Easton, MD | $2.9M | 159,000 | +119,000 shares |
| Sherry Group, Inc. | Mountain Home, AR | $2.3M | 121,807 | +15,099 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OMAH?
90 institutional managers reported holding OMAH in Form 13F filings for June 30, 2026, worth $117.2M in total. The largest reported position was held by Merit Financial Group, LLC, at $19.5M.
Did institutions buy or sell OMAH last quarter?
Reported 13F value rose 63.9% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OMAH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.