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Institutional Holders of OMFS

There is a long list of 62 institutional holders of OMFS within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of OMFS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-OMFS table below, the initial column indicates the name of each top institutional holder of OMFS, with a link to that fund's top holdings. The next columns indicate the amount of OMFS stock held by each of the institutional holders of OMFS, followed by the OMFS position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Invesco Ltd.1,736,303$67,369 12/31/2023
     OMFS1,736,303$67,369 12/31/2023
LPL Financial LLC1,334,199$51,767 12/31/2023
     OMFS1,334,199$51,767 12/31/2023
Bank of New York Mellon Corp587,546$22,192 03/31/2024
     OMFS587,546$22,192 03/31/2024
Searcy Financial Services Inc. ADV573,261$21,652 03/31/2024
     OMFS573,261$21,652 03/31/2024
Solano Wealth Management Inc.474,369$18,406 12/31/2023
     OMFS474,369$18,406 12/31/2023
GeoWealth Management LLC340,370$13,207 12/31/2023
     OMFS340,370$13,207 12/31/2023
First Command Advisory Services Inc.301,490$11,387 03/31/2024
     OMFS301,490$11,387 03/31/2024
Raymond James Financial Services Advisors Inc.270,159$10,204 03/31/2024
     OMFS270,159$10,204 03/31/2024
Advisor Group Holdings Inc.256,597$9,956 12/31/2023
     OMFS256,597$9,956 12/31/2023
Bank of America Corp DE236,080$9,160 12/31/2023
     OMFS236,080$9,160 12/31/2023
We Are One Seven LLC186,129$7,222 12/31/2023
     OMFS186,129$7,222 12/31/2023
MML Investors Services LLC108,304$4,202 12/31/2023
     OMFS108,304$4,202 12/31/2023
Envestnet Asset Management Inc.99,575$3,864 12/31/2023
     OMFS99,575$3,864 12/31/2023
Steward Partners Investment Advisory LLC99,589$3,864 12/31/2023
     OMFS99,589$3,864 12/31/2023
IAG Wealth Partners LLC87,497$3,305 03/31/2024
     OMFS87,497$3,305 03/31/2024
Traction Financial Partners LLC77,678$3,014 12/31/2023
     OMFS77,678$3,014 12/31/2023
UBS Group AG64,972$2,521 12/31/2023
     OMFS64,972$2,521 12/31/2023
Avantax Advisory Services Inc.61,933$2,403 12/31/2023
     OMFS61,933$2,403 12/31/2023
Avestar Capital LLC48,734$1,891 12/31/2023
     OMFS48,734$1,891 12/31/2023
Concurrent Investment Advisors LLC44,881$1,741 12/31/2023
     OMFS44,881$1,741 12/31/2023
Private Advisor Group LLC46,000$1,737 03/31/2024
     OMFS46,000$1,737 03/31/2024
Truist Financial Corp44,586$1,730 12/31/2023
     OMFS44,586$1,730 12/31/2023
Susquehanna International Group LLP43,051$1,670 12/31/2023
     OMFS43,051$1,670 12/31/2023
Stratos Wealth Partners LTD.26,137$987 03/31/2024
     OMFS26,137$987 03/31/2024
Commonwealth Equity Services LLC25,382$959 03/31/2024
     OMFS25,382$959 03/31/2024
Orrstown Financial Services Inc.24,540$927 03/31/2024
     OMFS24,540$927 03/31/2024
IFG Advisory LLC19,260$747 12/31/2023
     OMFS19,260$747 12/31/2023
Mariner LLC16,834$653 12/31/2023
     OMFS16,834$653 12/31/2023
ERn Financial LLC16,284$615 03/31/2024
     OMFS16,284$615 03/31/2024
Equitable Holdings Inc.13,654$530 12/31/2023
     OMFS13,654$530 12/31/2023
Apella Capital LLC14,148$525 03/31/2024
     OMFS14,148$525 03/31/2024
Cerity Partners LLC12,842$498 12/31/2023
     OMFS12,842$498 12/31/2023
Royal Bank of Canada12,145$472 12/31/2023
     OMFS12,145$472 12/31/2023
Morgan Stanley10,559$410 12/31/2023
     OMFS10,559$410 12/31/2023
Collaborative Wealth Managment Inc.10,396$403 12/31/2023
     OMFS10,396$403 12/31/2023
Two Sigma Investments LP9,500$369 12/31/2023
     OMFS9,500$369 12/31/2023
Arete Wealth Advisors LLC9,379$364 12/31/2023
     OMFS9,379$364 12/31/2023
Thoroughbred Financial Services LLC9,347$362 12/31/2023
     OMFS9,347$362 12/31/2023
Dynamic Advisor Solutions LLC7,898$298 03/31/2024
     OMFS7,898$298 03/31/2024
PAX Financial Group LLC8,066$291 12/31/2023
     OMFS8,066$291 12/31/2023
ARQ Wealth Advisors LLC6,489$252 12/31/2023
     OMFS6,489$252 12/31/2023
Focus Financial Network Inc. ADV6,255$243 12/31/2023
     OMFS6,255$243 12/31/2023
Cetera Investment Advisers6,161$239 12/31/2023
     OMFS6,161$239 12/31/2023
Citadel Advisors LLC5,603$217 12/31/2023
     OMFS5,603$217 12/31/2023
Milestone Investment Advisors LLC3,633$141 12/31/2023
     OMFS3,633$141 12/31/2023
ORG Partners LLC3,212$125 12/31/2023
     OMFS3,212$125 12/31/2023
Aspire Private Capital LLC2,078$78 03/31/2024
     OMFS2,078$78 03/31/2024
Proequities Inc.1,249$47 03/31/2024
     OMFS1,249$47 03/31/2024
Global Retirement Partners LLC994$38 03/31/2024
     OMFS994$38 03/31/2024
Tanglewood Legacy Advisors LLC1,000$38 03/31/2024
     OMFS1,000$38 03/31/2024

See All: Funds Holding OMFS
See Details: Top 10 Hedge Funds Holding OMFS
Also See: OMFS Holdings Changes

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