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Omni shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Omni (OMC) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Omni

Tip: Access up to 7 years of quarterly data

All positions including Omni held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $20M 252k 80.75
2021-12-31 $292k 4.0k 73.35

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Modera Wealth Management

Top funds holding Omni

Vanguard Group
BlackRock
State Street Corporation
Bank of New York Mellon
Geode Capital Management
Jpmorgan Chase & Co
Massachusetts Financial Services
First Eagle Investment Management
Charles Schwab Investment Management
Goldman Sachs Group
Beutel, Goodman & Company
Hotchkis and Wiley Capital Management
Dimensional Fund Advisors
Capital Research Global Investors
Baird Financial

View all funds holding Omni