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/OMFS/capital-change-brief"
Use Arkolith's capital_change_brief for OMFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $38.1M | 841K | ▼−23% Reduced · −258K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $32.8M | 724K | ▼−8.1% Reduced · −64K sh | Q1 2026 | |
| 3 | First Command Advisory Services, Inc. | $21.5M | 475K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $8.1M | 179K | ▲+8.3% Added · +14K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $5.5M | 123K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 6 | Solano Wealth Investment Advisors LLC | $4.3M | 95K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 7 | UBS Group AG | $2.8M | 61K | ▼−18% Reduced · −14K sh | Q1 2026 | |
| 8 | IHT Wealth Management, LLC | $2.7M | 60K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 31K | ▲+2.2% Added · +678 sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $1.1M | 25K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 23K | ▲+34% Added · +6K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $1.0M | 22K | ▲+415% Added · +18K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $933K | 21K | ▼−4.9% Reduced · −1K sh | Q1 2026 | |
| 14 | QRG CAPITAL MANAGEMENT, INC. | $1.1M | 20K | ▲New +20K sh | Q2 2026 | |
| 15 | Brooklyn Investment Group | $907K | 20K | ▲+28% Added · +4K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $902K | 20K | ▲+134% Added · +11K sh | Q1 2026 | |
| 17 | MGO ONE SEVEN LLC | $728K | 16K | ▼−2.6% Reduced · −437 sh | Q1 2026 | |
| 18 | Graney & King, LLC | $584K | 13K | ▲+0.2% Added · +25 sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $576K | 13K | ▼−9.4% Reduced · −1K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $509K | 11K | ▼−8.6% Reduced · −1K sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | $499K | 11K | ▲+15% Added · +1K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $492K | 11K | ▲New +11K sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $478K | 11K | ▼−1.4% Reduced · −150 sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $362K | 8K | ▼−15% Reduced · −1K sh | Q1 2026 | |
| 25 | Apella Capital, LLC | $423K | 8K | ▼−6.7% Reduced · −570 sh | Q2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $6.9B |
| APPLE INCAAPL | 15 funds | $4.5B |
| NVIDIA CORPNVDA | 15 funds | $3.9B |
| MICROSOFT CORPMSFT | 15 funds | $3.8B |
| AMAZON.COM INCAMZN | 15 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 15 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 15 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $2.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $1.9B |
| VANGUARD GROWTH ETFVUG | 15 funds | $1.7B |
Ranked by how many of OMFS'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 OMFS. 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.