Skip to main content
Equibles
OFRM logo

OFRM · Once Upon a Farm, PBC · Held by Funds

Track OFRM — free

Use OFRM with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research OFRM.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$16.30 -0.90 (-5.23%)
Russell 2000 member Rebalance outlook locked
Market Cap
$722.24M
Shares
41.99M
Volume · Oct 21 368K Avg daily vol (3M) 400.04K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of OFRM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 2.87% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.49% 205,630
Index ETFs 2.38% 1,000,912
Active ETFs 0.00% 0
Active funds 17.63% 7,401,605
Unclassified 0.01% 4,207
All registered funds 20.51% 8,612,354
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding OFRM

101 fund positions
Fund Balance Value % of Fund Open
BARON SMALL CAP FUND 1,500,000 $30,720,000 1.08%
AB Small Cap Growth Portfolio 762,308 $15,612,068 0.50%
Fidelity Small Cap Growth Fund 613,200 $9,302,244 0.11%
Federated Hermes Kaufmann Small Cap Fund 600,000 $9,102,000 0.32%
Janus Henderson Venture Fund 388,735 $7,961,293 0.22%
WESTWOOD QUALITY SMALLCAP FUND 505,151 $7,663,141 0.88%
MFS New Discovery Fund 438,415 $6,773,512 0.32%
VANGUARD TOTAL STOCK MARKET INDEX FUND 324,307 $6,641,807 0.00%
iShares Russell 2000 ETF 310,734 $6,363,832 0.01%
American Beacon Small Cap Value Fund 379,295 $5,753,905 0.15%
JNL Multi-Manager Small Cap Growth Fund 249,694 $5,113,733 0.20%
Fidelity Small Cap Growth K6 Fund 309,100 $4,689,047 0.10%
SmallCap Growth Fund I 218,406 $3,313,219 0.13%
MFS New Discovery Series 158,134 $3,238,584 0.40%
Nuveen Quant Small Cap Equity Fund 204,840 $3,107,423 0.08%
NICHOLAS PARTNERS SMALL CAP GROWTH FUND 147,275 $3,016,192 1.56%
VANGUARD EXTENDED MARKET INDEX FUND 132,839 $2,720,543 0.00%
iShares Russell 2000 Value ETF 118,011 $2,416,865 0.02%
Fidelity Advisor New Insights Fund 113,500 $2,324,480 0.01%
Hood River New Opportunities Fund 112,887 $2,311,926 0.18%
Fidelity Small Cap Index Fund 142,041 $2,154,762 0.01%
Emerald Growth Fund 129,422 $1,973,686 0.14%
Timothy Plan Small Cap Value Fund 95,913 $1,964,298 1.05%
Emerald Growth Fund 129,422 $1,963,332 0.13%
Nuveen Small Cap Growth Opportunities Fund 117,939 $1,789,135 0.68%
VIP Contrafund Portfolio 78,000 $1,597,440 0.01%
Fidelity Series Opportunistic Insights Fund 62,600 $1,282,048 0.01%
MFS Blended Research Small Cap Equity Fund 80,413 $1,242,381 0.38%
Goldman Sachs Small Cap Value Insights Fund 80,727 $1,224,629 0.09%
Buffalo Early Stage Growth Fund 47,069 $963,973 1.28%
iShares Micro-Cap ETF 43,648 $893,911 0.06%
Fidelity Extended Market Index Fund 56,720 $876,324 0.00%
Goldman Sachs Small Cap Equity Insights Fund 55,463 $841,374 0.08%
AVIP AB Small Cap Portfolio 39,777 $814,633 0.26%
Schwab U.S. Small-Cap ETF 51,420 $794,439 0.00%
Master Small Cap Index Series 24,299 $497,644 0.01%
Schwab Small-Cap Index Fund 31,576 $479,008 0.01%
MFS Blended Research Small Cap Equity Portfolio 20,322 $416,195 0.48%
Blackstone Alternative Multi-Strategy Fund 18,556 $380,027 0.01%
Fidelity Small Cap Value Index Fund 18,177 $372,265 0.02%
Fidelity Total Market Index Fund 22,774 $351,858 0.00%
AB Small Cap Growth Portfolio 14,208 $290,980 0.51%
EQ/2000 Managed Volatility Portfolio 13,574 $277,996 0.01%
Lazard US Small Cap Equity Select Portfolio 12,965 $265,523 0.70%
Nuveen Small Cap Blend Index Fund 17,077 $259,058 0.01%
Fidelity Series Total Market Index Fund 16,502 $254,956 0.00%
LVIP State Street Small-Cap Index Fund 9,600 $196,608 0.01%
Schwab U.S. Broad Market ETF 10,435 $161,221 0.00%
Small Cap Index Fund 6,259 $128,184 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 7,898 $122,024 0.00%
Showing 1–50 of 101 positions
Key facts CIK 1696556 CUSIP 68237F108 13F (30d) 12 filings 12 filers Visit website Investor relations