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Foundations Investment Advisors’s Odyssey Marine Exploration OMEX Stock Holding History

Foundations Investment Advisors’s Portfolio OMEX Stock Details OMEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Sell
183,750
-107,500
-37% -$183K ﹤0.01% 1127
2025
Q4 		$571K Buy
291,250
+13,500
+5% +$31.2K 0.01% 673
2025
Q3 		$542K Buy
+277,750
New +$448K 0.01% 631

Other funds holding OMEX

TSC
Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return