This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OMFL/capital-change-brief"
Use Arkolith's capital_change_brief for OMFL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Balentine LLC | $311.5M | 5.2M | ▼−1.2% Reduced · −65K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $264.5M | 4.4M | ▼−1.4% Reduced · −61K sh | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | $223.1M | 3.7M | ▲+33% Added · +931K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $162.4M | 2.7M | ▼−3.4% Reduced · −94K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $116.2M | 1.9M | ▼−12% Reduced · −270K sh | Q1 2026 | |
| 6 | Arizona PSPRS Trust | $100.2M | 1.6M | ▼−70% Reduced · −3.8M sh | Q4 2025 | |
| 7 | UBS Group AG | $69.1M | 1.1M | ▼−1.9% Reduced · −22K sh | Q1 2026 | |
| 8 | Mariner, LLC | $50.7M | 843K | ▼−4.8% Reduced · −42K sh | Q1 2026 | |
| 9 | HBK Sorce Advisory LLC | $50.1M | 745K | ▼−4.5% Reduced · −36K sh | Q1 2026 | |
| 10 | Arkadios Wealth Advisors | $41.9M | 697K | ▲+10% Added · +65K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $41.3M | 686K | ▼−3.5% Reduced · −25K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.3M | 626K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 13 | IHT Wealth Management, LLC | $37.3M | 621K | ▲+10% Added · +59K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $27.4M | 456K | ▼−16% Reduced · −84K sh | Q1 2026 | |
| 15 | BALDWIN WEALTH PARTNERS LLC/MA | $28.3M | 412K | ▼−6.1% Reduced · −27K sh | Q2 2026 | |
| 16 | ASHTON THOMAS SECURITIES, LLC | $23.4M | 390K | ▲+4.3% Added · +16K sh | Q1 2026 | |
| 17 | Financial Enhancement Group LLC | $25.1M | 366K | ▲+6.3% Added · +22K sh | Q2 2026 | |
| 18 | Creative Planning | $20.5M | 341K | ▼−3.1% Reduced · −11K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $20.3M | 338K | ▼−16% Reduced · −64K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $19.6M | 326K | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 21 | Gladstone Institutional Advisory LLC | $19.2M | 320K | ▲+21% Added · +55K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $18.5M | 312K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $18.4M | 306K | ▲+139% Added · +178K sh | Q1 2026 | |
| 24 | JOURNEY STRATEGIC WEALTH LLC | $17.0M | 283K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 25 | Curry Webb Wealth Management LLC | $16.6M | 276K | ▲+34% Added · +70K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 77 funds | $17.8B |
| MICROSOFT CORPMSFT | 77 funds | $14.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 77 funds | $10.3B |
| ALPHABET INC-CL AGOOGL | 77 funds | $9.7B |
| META PLATFORMS INC-CLASS AMETA | 77 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 77 funds | $6.0B |
| VISA INC-CLASS A SHARESV | 77 funds | $3.9B |
| EXXON MOBIL CORPXOM | 77 funds | $3.9B |
| ELI LILLY & COLLY | 77 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 77 funds | $3.6B |
| HOME DEPOT INCHD | 77 funds | $3.0B |
| CHEVRON CORPCVX | 77 funds | $2.8B |
Ranked by how many of OMFL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OMFL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.