$70.31

+0.46 (+0.65%)

Weekly Expected Move ±1.3%

$68 $69 $70 $71 $72

ETF CBOE · AUM $4.8B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — OMFL

288

Institutional Holders

+0 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

127

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (310 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Invesco Ltd.	15,032,861	1.1B	-1,733,404	-10.3%	29Q	SEC ↗
2	Balentine LLC	5,220,224	367M	+39,532	+0.8%	11Q	SEC ↗
3	MORGAN STANLEY	4,053,994	285M	-344,933	-7.8%	29Q	SEC ↗
4	Bank of New York Mellon Corp	3,750,966	264M	+39,399	+1.1%	17Q	SEC ↗
5	LPL Financial LLC	2,645,578	186M	-56,118	-2.1%	29Q	SEC ↗
6	BANK OF AMERICA CORP /DE	1,688,140	119M	-245,037	-12.7%	15Q	SEC ↗
7	Arizona PSPRS Trust	1,647,064	116M	+3,620	+0.2%	9Q	SEC ↗
8	CI INVESTMENTS INC. NEW	1,326,112	93M	—	+0.0%	1Q	SEC ↗
9	UBS Group AG	1,181,673	83M	+31,915	+2.8%	25Q	SEC ↗
10	Mariner, LLC	786,924	55M	-56,478	-6.7%	15Q	SEC ↗
11	Arkadios Wealth Advisors	768,374	54M	+71,292	+10.2%	15Q	SEC ↗
12	HBK Sorce Advisory LLC	721,672	51M	-23,048	-3.1%	25Q	SEC ↗
13	IHT Wealth Management, LLC	716,998	50M	+96,182	+15.5%	22Q	SEC ↗
14	WELLS FARGO & COMPANY/MN	651,000	46M	-35,409	-5.2%	21Q	SEC ↗
15	WEALTH ENHANCEMENT ADVISORY SERVICES,	626,158	44M	+5,287	+0.9%	12Q	SEC ↗
16	LM Advisors LLC	574,567	40M	+538,842	+1508.3%	11Q	SEC ↗
17	RAYMOND JAMES FINANCIAL INC	435,760	31M	-20,230	-4.4%	7Q	SEC ↗
18	Brookstone Capital Management	417,609	29M	-307	-0.1%	14Q	SEC ↗
19	BALDWIN WEALTH PARTNERS LLC/MA	412,246	29M	-26,941	-6.1%	13Q	SEC ↗
20	Kestra Advisory Services, LLC	410,945	29M	+85,233	+26.2%	21Q	SEC ↗
21	ASHTON THOMAS SECURITIES, LLC	406,570	29M	+16,550	+4.2%	9Q	SEC ↗
22	DAIDO LIFE INSURANCE CO	403,056	28M	—	+0.0%	16Q	SEC ↗
23	Financial Enhancement Group LLC	365,652	26M	+21,754	+6.3%	25Q	SEC ↗
24	ENVESTNET ASSET MANAGEMENT INC	365,270	26M	+27,702	+8.2%	23Q	SEC ↗
25	Concurrent Investment Advisors, LLC	359,730	25M	+53,616	+17.5%	11Q	SEC ↗
26	IFG Advisory, LLC	359,396	25M	+356,141	+10941.4%	23Q	SEC ↗
27	Creative Planning	326,199	23M	-14,859	-4.4%	3Q	SEC ↗
28	JONES FINANCIAL COMPANIES LLLP	319,382	22M	+7,228	+2.3%	10Q	SEC ↗
29	Gladstone Institutional Advisory LLC	312,508	22M	-7,089	-2.2%	14Q	SEC ↗
30	CAPTRUST FINANCIAL ADVISORS	311,470	22M	+7,993	+2.6%	15Q	SEC ↗
31	Curry Webb Wealth Management LLC	305,807	21M	+29,381	+10.6%	3Q	SEC ↗
32	HighTower Advisors, LLC	299,186	21M	+34,191	+12.9%	14Q	SEC ↗
33	OSAIC HOLDINGS, INC.	287,641	20M	+21,351	+8.0%	26Q	SEC ↗
34	JOURNEY STRATEGIC WEALTH LLC	283,384	20M	+3,232	+1.2%	9Q	SEC ↗
35	Private Advisor Group, LLC	271,293	19M	+10,926	+4.2%	25Q	SEC ↗
36	MW ADVISORY, LLC NEW	241,529	17M	—	+0.0%	1Q	SEC ↗
37	Integrated Wealth Concepts LLC	237,096	17M	-8,186	-3.3%	18Q	SEC ↗
38	Financial Designs Corp	227,556	16M	-3,910	-1.7%	11Q	SEC ↗
39	Cambridge Investment Research Advisors	222,808	16M	+69,179	+45.0%	28Q	SEC ↗
40	Corient Private Wealth LP	221,654	16M	-27,496	-11.0%	5Q	SEC ↗
41	Daner Wealth Management, LLC	220,990	16M	-4,486	-2.0%	5Q	SEC ↗
42	Foguth Wealth Management, LLC.	206,683	15M	+81,420	+65.0%	3Q	SEC ↗
43	WALLER FINANCIAL PLANNING GROUP, INC	182,037	13M	-14,446	-7.4%	14Q	SEC ↗
44	JPMORGAN CHASE & CO	166,437	12M	+6,917	+4.3%	15Q	SEC ↗
45	TRUIST FINANCIAL CORP	161,739	11M	+4,743	+3.0%	21Q	SEC ↗
46	Sage Mountain Advisors LLC	151,832	11M	+31,032	+25.7%	4Q	SEC ↗
47	Janney Montgomery Scott LLC	137,601	10M	-3,392	-2.4%	22Q	SEC ↗
48	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	135,909	10M	+10,074	+8.0%	20Q	SEC ↗
49	GOLDMAN SACHS GROUP INC	135,131	10M	-126,903	-48.4%	10Q	SEC ↗
50	Cetera Investment Advisers	134,195	9M	+8,157	+6.5%	12Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
CI INVESTMENTS INC.	1,326,112	93M
MW ADVISORY, LLC	241,529	17M
INTEGRITY ALLIANCE, LLC.	26,870	2M
TWO SIGMA INVESTMENTS, LP	22,800	2M
DIVERSIFIED TRUST CO	18,438	1M
OneDigital Investment Advisors LLC	9,462	665K
Vantus Wealth LLC	9,386	660K
Global Retirement Partners, LLC	7,593	534K
Camelot Portfolios, LLC	6,672	469K
GTS SECURITIES LLC	5,143	362K
MILLINGTON SECURITIES, LLC	4,592	323K
INSIGNEO ADVISORY SERVICES, LLC	4,530	318K
Meridian Financial Advisors, LLC	4,519	318K
Tower Research Capital LLC (TRC)	3,810	268K
MONEY CONCEPTS CAPITAL CORP	3,228	227K
Stratos Wealth Partners, LTD.	3,083	217K
Haverford Trust Co	3,047	214K
Talon Private Wealth, LLC	2,958	208K
DIVERSIFY WEALTH MANAGEMENT, LLC	2,932	206K
Diversify Advisory Services, LLC	2,932	206K

Sold Out (20)

Holder	Prev Shares	Prev Value
Deseret Mutual Benefit Administrato	749,613	53M
Matthew Goff Investment Advisor, LL	268,187	19M
JANE STREET GROUP, LLC	18,852	1M
CITADEL ADVISORS LLC	12,354	869K
Emergent Wealth Advisors, LLC	11,992	843K
Atria Investments, Inc	8,744	615K
SFI Advisors, LLC	8,104	570K
Seros Financial, LLC	7,904	556K
OPAL CAPITAL LLC	7,739	544K
Ascentis Independent Advisors	7,037	495K
Centennial Advisors, LLC	5,989	421K
US BANCORP \DE	5,130	361K
Investor's Fiduciary Advisor Networ	4,841	340K
49 WEALTH MANAGEMENT, LLC	4,804	338K
White Pine Investment CO	4,646	327K
John W. Brooker & Co., CPAs	4,468	314K
TWO SIGMA SECURITIES, LLC	4,252	299K
San Luis Wealth Advisors LLC	3,557	250K
Goodman Advisory Group, LLC	2,433	171K
Kingdom Financial Group LLC.	1,676	118K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LM Advisors LLC	+538,842	+1508.3%	574,567
IFG Advisory, LLC	+356,141	+10941.4%	359,396
IHT Wealth Management, LLC	+96,182	+15.5%	716,998
Kestra Advisory Services, LLC	+85,233	+26.2%	410,945
Foguth Wealth Management, LLC.	+81,420	+65.0%	206,683
Arkadios Wealth Advisors	+71,292	+10.2%	768,374
Cambridge Investment Research Advis	+69,179	+45.0%	222,808
Rockefeller Capital Management L.P.	+59,323	+1218.1%	64,193
Concurrent Investment Advisors, LLC	+53,616	+17.5%	359,730
Balentine LLC	+39,532	+0.8%	5,220,224
Bank of New York Mellon Corp	+39,399	+1.1%	3,750,966
Keating Financial Advisory Services	+39,051	+83.2%	86,001
HighTower Advisors, LLC	+34,191	+12.9%	299,186
UBS Group AG	+31,915	+2.8%	1,181,673
Sage Mountain Advisors LLC	+31,032	+25.7%	151,832
Curry Webb Wealth Management LLC	+29,381	+10.6%	305,807
ENVESTNET ASSET MANAGEMENT INC	+27,702	+8.2%	365,270
MERCER GLOBAL ADVISORS INC /ADV	+26,065	+709.8%	29,737
Financial Enhancement Group LLC	+21,754	+6.3%	365,652
OSAIC HOLDINGS, INC.	+21,351	+8.0%	287,641

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Invesco Ltd.	-1,733,404	-10.3%	15,032,861
Independent Advisor Alliance	-845,342	-94.6%	48,275
MORGAN STANLEY	-344,933	-7.8%	4,053,994
BANK OF AMERICA CORP /DE	-245,037	-12.7%	1,688,140
Clearstead Advisors, LLC	-138,837	-55.2%	112,716
GOLDMAN SACHS GROUP INC	-126,903	-48.4%	135,131
RFG Advisory, LLC	-75,889	-56.0%	59,704
Mariner, LLC	-56,478	-6.7%	786,924
LPL Financial LLC	-56,118	-2.1%	2,645,578
Gateway Wealth Partners, LLC	-37,680	-55.5%	30,196
Quantinno Capital Management LP	-36,305	-41.0%	52,157
WELLS FARGO & COMPANY/MN	-35,409	-5.2%	651,000
Corient Private Wealth LP	-27,496	-11.0%	221,654
BALDWIN WEALTH PARTNERS LLC/MA	-26,941	-6.1%	412,246
HBK Sorce Advisory LLC	-23,048	-3.1%	721,672
RAYMOND JAMES FINANCIAL INC	-20,230	-4.4%	435,760
Creative Planning	-14,859	-4.4%	326,199
WALLER FINANCIAL PLANNING GROUP, IN	-14,446	-7.4%	182,037
AXXCESS WEALTH MANAGEMENT, LLC	-14,143	-41.6%	19,884
AMERIPRISE FINANCIAL INC	-12,313	-16.1%	64,063

OMFL Institutional Ownership

Institutional Ownership — OMFL

Ownership Trends

Top Institutional Holders (310 total)

Recent Activity

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