Signals

OMAH

109 in-universe funds with a nonzero position in OMAH within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#20519
Score / z0.000 / -0.02
Consensus42.85 over 78 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 16.0 6.5% 5 -0.5 pp -0.7 pp -0.8 pp -1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 4.8 0.3% 5 -0.0 pp -0.7 pp -0.7 pp -0.8 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 2.9 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
Sherry Group, Inc. CIK 0002107738 0.369 52 2.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.3 0.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.9 0.6% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.5 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.2 0.4% 1 +0.4 pp +0.0 pp +0.4 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.2 0.0% 4 -0.0 pp -0.6 pp -1.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TCM Advisors, LLC CIK 0001911491 0.528 62 0.0 0.0% 0 -0.4 pp -0.6 pp -0.5 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OMAH). Qtrs Held counts distinct quarters this fund has actually held OMAH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OMAH position size. Δ columns are the percentage-point change in OMAH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status