Signals

← Signals

☆OMFL

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

Flow ranking

Rank#726
Score / z0.190 / 0.21
Consensus84.14 over 152 funds
Momentum-0.14 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest+9% / 1.0d

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,030.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 357.8 12.7% 5 +0.2 pp +0.6 pp +0.4 pp +0.1 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 277.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 257.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 181.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 115.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 90.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 81.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 53.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 52.7 0.8% 5 +0.1 pp +0.0 pp -0.2 pp -0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 51.1 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 49.1 1.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 39.3 4.5% 1 +4.5 pp +4.5 pp -0.9 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.7 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 28.3 1.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 27.9 4.1% 5 +1.2 pp -0.2 pp +1.1 pp +2.0 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 27.6 3.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 25.1 3.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 25.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 24.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 21.4 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 21.0 8.7% 2 +0.8 pp +8.7 pp +8.7 pp +8.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 15.8 8.6% 4 -0.3 pp -1.1 pp -1.0 pp +8.6 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 15.6 8.4% 5 +0.6 pp +0.3 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 14.2 1.6% 3 +0.6 pp +0.2 pp +1.6 pp +0.9 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 12.5 2.6% 5 -0.0 pp -0.4 pp -5.7 pp -5.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 10.4 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.3 0.0% 1 +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 9.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 9.2 1.5% 5 -0.1 pp -0.4 pp -1.6 pp -1.7 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 8.7 4.0% 5 +0.1 pp +0.0 pp -0.4 pp -0.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 7.7 1.2% 6 +0.0 pp -0.3 pp -0.3 pp -0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 6.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.4 1.0% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 5.9 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.5 2.8% 5 -0.2 pp -0.3 pp -0.5 pp -0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.3 0.9% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 3.5 0.5% 5 -0.1 pp -8.6 pp -9.1 pp -11.6 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.3 0.1% 3 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 2.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 2.8 1.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 2.3 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.2 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 2.1 1.9% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.8 1.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.7 1.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 1.3 0.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.2 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 1.1 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.0 0.2% 5 -0.0 pp -0.2 pp -1.6 pp -1.5 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.0 0.8% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 0.9 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.7 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -5.3 pp -4.8 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 0.0 0.0% 0 +0.0 pp -3.7 pp -11.3 pp -10.4 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.7 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.0 0.0% 0 -0.0 pp -1.1 pp -1.2 pp -1.2 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 OMFL). Qtrs Held counts distinct quarters this fund has actually held OMFL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OMFL position size. Δ columns are the percentage-point change in OMFL'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