DaveManuel.com · Institutional Ownership · Who Owns It
ONCE UPON A FARM PBC (OFRM)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
98
Reporting holders
$372.0M
Reported value
43.5%
Of shares outstanding
0.7%
Calls
0.5%
Puts
+1
Holder change
Institutions report 18,258,694 shares against 41,990,653 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | $42.1M | 2,056,490 | 0.02% | 2q | +58.1%+$15.5M |
| WESTWOOD HOLDINGS GROUP INC | $40.4M | 1,970,867 | 0.30% | 2q | -2.5%-$1.0M |
| BAMCO INC /NY/ | $35.9M | 1,752,844 | 0.05% | 2q | HELD |
| FMR LLC | $25.9M | 1,266,126 | 0.00% | 2q | -1.6%-$411.1K |
| ALLIANCEBERNSTEIN L.P. | $25.5M | 1,557,280 | 0.01% | 2q | +21.9%+$4.6M |
| BlackRock, Inc. | $17.6M | 859,180 | 0.00% | 2q | +225.9%+$12.2M |
| Nicholas Investment Partners, LP | $16.1M | 784,166 | 0.90% | 2q | +271.9%+$11.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $14.7M | 717,588 | 0.00% | 2q | -0.7%-$102.3K |
| FEDERATED HERMES, INC. | $12.3M | 600,000 | 0.02% | 2q | HELD |
| Alyeska Investment Group, L.P. | $10.2M | 500,000 | 0.03% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.6M | 466,430 | 0.00% | 2q | +2.1%+$195.2K |
| Jupiter Topco LLC | $9.5M | 462,282 | 0.00% | new | FIRST |
| Hood River Capital Management LLC | $7.8M | 380,434 | 0.06% | 2q | -9.0%-$772.0K |
| 12 West Capital Management LP | $7.5M | 365,000 | 1.40% | 2q | HELD |
| Nuveen, LLC | $6.9M | 335,622 | 0.00% | new | NEW |
| UBS Group AG | $6.7M | 327,372 | 0.00% | 2q | +13.3%+$788.6K |
| NORGES BANK | $6.7M | 325,000 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 302,536 | 0.00% | 2q | +145.2%+$3.7M |
| NEXT CENTURY GROWTH INVESTORS LLC | $6.1M | 296,084 | 0.32% | 2q | +24.4%+$1.2M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $5.5M | 269,703 | 0.04% | new | NEW |
| Legato Capital Management LLC | $3.5M | 170,852 | 0.29% | 2q | +315.2%+$2.7M |
| STATE STREET CORP | $3.4M | 165,782 | 0.00% | 2q | +285.5%+$2.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.1M | 152,332 | 0.01% | 2q | +4.8%+$142.0K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $2.7M | 129,422 | 0.09% | 2q | -39.0%-$1.7M |
| LAZARD ASSET MANAGEMENT LLC | $2.6M | 125,394 | 0.00% | 2q | -48.1%-$2.4M |
| CITADEL ADVISORS LLC | $2.6M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| SEI INVESTMENTS CO | $2.3M | 110,707 | 0.00% | 2q | +1.3%+$29.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.2M | 109,005 | 0.00% | 2q | +220.0%+$1.5M |
| TUDOR INVESTMENT CORP ET AL | $2.1M | 104,297 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $2.1M | 102,990 | 0.00% | 2q | +3.0%+$61.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1M | 100,386 | 0.00% | 2q | +44.2%+$630.2K |
| NORTHERN TRUST CORP | $2.1M | 100,176 | 0.00% | 2q | +313.0%+$1.6M |
| Ghisallo Capital Management LLC | $2.0M | 100,000 | 0.04% | 2q | HELD |
| Burkehill Global Management, LP | $2.0M | 100,000 | 0.07% | 2q | HELD |
| SEVEN GRAND MANAGERS, LLC | $2.0M | 100,000 | 0.08% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 87,129 | 0.00% | 2q | +859.9%+$1.6M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.8M | 86,967 | 0.01% | 2q | +18.6%+$278.8K |
| XTX Topco Ltd | $1.7M | 85,090 | 0.02% | 2q | +147.9%+$1.0M |
| Lisanti Capital Growth, LLC | $1.7M | 81,290 | 0.37% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 75,446 | 0.00% | 2q | +6.6%+$96.3K |
| Schonfeld Strategic Advisors LLC | $1.5M | 75,000 | 0.01% | 2q | -53.9%-$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M incl. $663.6K options CALL+PUT | 35,088 | 0.00% | 2q | HELD |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $968.4K | 47,284 | 0.02% | 2q | -3.3%-$32.7K |
| JANE STREET GROUP, LLC | $876.5K CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| Bank of New York Mellon Corp | $780.8K | 38,125 | 0.00% | new | NEW |
| EMERALD ADVISERS, LLC | $663.6K | 32,401 | 0.02% | 2q | -90.6%-$6.4M |
| Walleye Capital LLC | $658.7K | 32,164 | 0.00% | 2q | +23.4%+$124.9K |
| 1492 Capital Management LLC | $650.1K | 31,744 | 0.19% | 2q | -1.9%-$12.9K |
| BLAIR WILLIAM & CO/IL | $545.6K | 26,641 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $525.0K | 25,635 | 0.00% | 2q | -92.9%-$6.9M |
| STIFEL FINANCIAL CORP | $449.0K | 21,923 | 0.00% | 2q | +36.7%+$120.5K |
| Hound Partners, LLC | $409.6K | 20,000 | 0.05% | 2q | HELD |
| SIMPLEX TRADING, LLC | $375.7K incl. $176.1K options CALL+PUT | 9,747 | 0.00% | 2q | +13.7%+$45.2K |
| MORGAN STANLEY | $333.9K | 16,305 | 0.00% | 2q | +3.8%+$12.2K |
| ROYAL BANK OF CANADA | $309.0K | 15,061 | 0.00% | 2q | +3.5%+$10.4K |
| Calamos Advisors LLC | $299.8K | 14,638 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $292.1K | 14,261 | 0.00% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $262.5K | 12,815 | 0.00% | 2q | -0.8%-$2.0K |
| IMC-Chicago, LLC | $254.0K CALL | options only | 0.00% | new | OPTIONS |
| WELLS FARGO & COMPANY/MN | $253.5K | 12,377 | 0.00% | 2q | +1202.8%+$234.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $236.2K | 11,532 | 0.00% | 2q | -34.9%-$126.8K |
| CITIGROUP INC | $231.6K | 11,309 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $222.0K | 10,815 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $204.3K | 9,976 | 0.00% | 2q | -86.1%-$1.3M |
| MetLife Investment Management, LLC | $165.4K | 8,075 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $122.1K | 5,960 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $110.4K | 5,389 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $101.5K | 4,956 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $82.1K | 4,010 | 0.00% | 2q | +2021.7%+$78.3K |
| Police & Firemen's Retirement System of New Jersey | $78.5K | 3,834 | 0.00% | new | NEW |
| STRS OHIO | $51.2K | 2,500 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $51.2K | 2,500 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $49.2K | 2,402 | 0.00% | new | NEW |
| Legal & General Group Plc | $25.8K | 1,260 | 0.00% | 2q | +26.0%+$5.3K |
| Ares Financial Consulting, LLC | $24.6K | 1,200 | 0.02% | new | NEW |
| Ameritas Investment Partners, Inc. | $24.2K | 1,180 | 0.00% | new | NEW |
| BOKF, NA | $20.5K | 1,000 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $20.2K | 947 | 0.00% | 2q | -74.4%-$58.5K |
| Farther Finance Advisors, LLC | $18.1K | 885 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $15.3K | 745 | 0.00% | 2q | -57.7%-$20.8K |
| OSAIC HOLDINGS, INC. | $12.7K | 620 | 0.00% | 2q | -11.4%-$1.6K |
| PNC Financial Services Group, Inc. | $12.3K | 600 | 0.00% | 2q | -2.8% |
| North Star Investment Management Corp. | $10.2K | 500 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $10.2K | 500 | 0.00% | new | NEW |
| IFP Advisors, Inc | $9.6K | 470 | 0.00% | 2q | HELD |
| Allworth Financial LP | $9.5K | 464 | 0.00% | 2q | HELD |
| MCF Advisors LLC | $8.2K | 399 | 0.00% | 2q | +29.1%+$1.8K |
| Sterling Capital Management LLC | $5.4K | 262 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $5.1K | 250 | 0.00% | 2q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.7K | 179 | 0.00% | new | NEW |
| BIRCHBROOK, INC. | $3.4K | 166 | 0.00% | 2q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $1.8K | 89 | 0.00% | 2q | HELD |
| Vision Retirement, LLC | $1.7K | 84 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $1.5K | 75 | 0.00% | 2q | -78.6%-$5.6K |
| Clearstead Advisors, LLC | $819 | 40 | 0.00% | new | NEW |
| Downshift Financial, LLC | $799 | 39 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $41 | 2 | 0.00% | new | NEW |
| Freestone Grove Partners LP | $41 | 2 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | Millennium Management LLCwith 3 co-filers | 3.7% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-19 | 2026-10-19 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $1.5M | 94,126 | 11 | 2 | 1 | 0.0% |
| Q2 2026 | 98 | $372.0M | 18,258,694 | 29 | 29 | 20 | 1.2% |
| Q1 2026 | 97 | $280.8M | 17,005,870 | 95 | 0 | 0 | 1.0% |