Filing Research | OFLX - OMEGA FLEX INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Cardinal Capital Management	Shares	53.9KSH	$1.7M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.7KSH	$272.0K
3	Versant Capital Management, Inc	Shares	1.7KSH	$52.4K
4	Police & Firemen's Retirement System of New Jersey	Shares	940SH	$29.5K
5	EverSource Wealth Advisors, LLC	Shares	153SH	$4.8K
6	MassMutual Private Wealth & Trust, FSB	Shares	129SH	$4.0K
7	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	73.7KSH	$2.3K
8	IFP Advisors, Inc	Shares	73SH	$2.3K
9	True Wealth Design, LLC	Shares	54SH	$1.7K
10	Farther Finance Advisors, LLC	Shares	49SH	$1.5K
11	WOLFF WIESE MAGANA LLC	Shares	42SH	$1.3K
12	Fortitude Family Office, LLC	Shares	22SH	$691
13	GAMMA Investing LLC	Shares	15SH	$471
14	SJS Investment Consulting Inc.	Shares	10SH	$314
15	State of Alaska, Department of Revenue	Shares	3.0KSH	$95
16	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$94

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	Cardinal Capital Management added	Shares	+8.3K	+$292.0K	$1.7M
2	Versant Capital Management, Inc added	Shares	+1.5K	+$47.3K	$52.4K
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+625	+$22.4K	$272.0K
4	IFP Advisors, Inc added	Shares	+64	+$2.0K	$2.3K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$329	$29.5K
6	Fortitude Family Office, LLC added	Shares	+4	+$132	$691
7	SJS Investment Consulting Inc. added	Shares	+4	+$127	$314
8	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$94	$94
9	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC unchanged	Shares	0	+$27	$2.3K
10	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$95
11	WOLFF WIESE MAGANA LLC trimmed	Shares	-2	-$47	$1.3K
12	True Wealth Design, LLC trimmed	Shares	-10	-$291	$1.7K
13	Farther Finance Advisors, LLC trimmed	Shares	-13	-$447	$1.5K
14	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-17	-$483	$4.0K
15	EverSource Wealth Advisors, LLC trimmed	Shares	-28	-$814	$4.8K
16	GAMMA Investing LLC trimmed	Shares	-92	-$2.9K	$471

Filing Research | OFLX - OMEGA FLEX INC Institutional Holdings