INVESCO RUSSELL 1000 DYN M/F OMFL
$68.82
+0.5% 52w: $55.12 – $68.95
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data55.1262.0368.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
261
-14 QoQ
13F value
$3.23B
-12.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.0×
$222K calls / $98.8M puts
Institutional value by quarter
Number of holders
Who owns OMFL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 16.8M | $1.01B | 0.2% | -14.6% |
| Balentine LLC | Wealth advisor | 5.2M | $311.5M | 12.5% | -1.2% |
| MORGAN STANLEY | Bank broker | 4.4M | $264.5M | 0.0% | -1.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.7M | $223.1M | 0.0% | +33.5% |
| LPL Financial LLC | Bank broker | 2.7M | $162.4M | 0.0% | -3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $116.2M | 0.0% | -12.3% |
| UBS Group AG | Bank broker | 1.1M | $69.1M | 0.0% | -1.9% |
| Independent Advisor Alliance | Wealth advisor | 893.6K | $53.7M | 0.6% | +6955.8% |
| Mariner, LLC | Diversified mechanical | 843.4K | $50.7M | 0.1% | -4.8% |
| HBK Sorce Advisory LLC | Wealth advisor | 744.7K | $50.1M | 1.0% | -4.6% |
| Arkadios Wealth Advisors | Wealth advisor | 697.1K | $41.9M | 0.7% | +10.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 686.4K | $41.3M | 0.0% | -3.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 620.9K | $37.7M | 0.1% | -36.9% |
| IHT Wealth Management, LLC | Wealth advisor | 620.8K | $37.3M | 0.9% | +10.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 456.0K | $27.4M | 0.0% | -15.6% |
| BALDWIN WEALTH PARTNERS LLC/MA | Other | 439.2K | $26.4M | 1.9% | -3.5% |
| Brookstone Capital Management | Wealth advisor | 417.9K | $25.1M | 0.3% | +0.6% |
| DAIDO LIFE INSURANCE CO | Wealth advisor | 403.1K | $24.2M | 3.6% | Held |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 390.0K | $23.4M | 2.9% | +4.3% |
| Financial Enhancement Group LLC | Wealth advisor | 343.9K | $22.4M | 2.8% | +4.0% |
| Creative Planning | Wealth advisor | 341.1K | $20.5M | 0.0% | -3.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 337.6K | $20.3M | 0.0% | -15.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 325.7K | $19.6M | 0.1% | +2.4% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 319.6K | $19.2M | 0.7% | +20.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 312.2K | $18.5M | 0.0% | +2.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 306.1K | $18.4M | 0.2% | +139.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 303.5K | $18.2M | 0.0% | -1.2% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 283.4K | $17.0M | 0.4% | +1.2% |
| Curry Webb Wealth Management LLC | Wealth advisor | 276.4K | $16.6M | 7.9% | +33.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 266.3K | $16.0M | 0.0% | -15.4% |
| HighTower Advisors, LLC | Diversified mechanical | 265.0K | $15.9M | 0.0% | +556.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 262.0K | $15.8M | 0.0% | +202.5% |
| Private Advisor Group, LLC | Wealth advisor | 260.4K | $15.7M | 0.1% | +10.8% |
| Daner Wealth Management, LLC | Wealth advisor | 225.5K | $15.1M | 8.9% | -9.5% |
| Clearstead Advisors, LLC | Wealth advisor | 251.6K | $15.1M | 0.1% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 245.3K | $14.7M | 0.1% | -1.5% |
| Financial Designs Corp | Wealth advisor | 231.5K | $13.9M | 7.7% | 0.0% |
| WALLER FINANCIAL PLANNING GROUP, INC | Wealth advisor | 196.5K | $11.8M | 2.6% | -9.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 157.0K | $9.9M | 0.0% | -15.1% |
| JPMORGAN CHASE & CO | Bank broker | 159.5K | $9.3M | 0.0% | -5.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 153.6K | $9.2M | 0.0% | -72.0% |
| Foguth Wealth Management, LLC. | Wealth advisor | 125.3K | $8.6M | 1.0% | -17.5% |
| ERn Financial, LLC | Wealth advisor | 142.4K | $8.6M | 1.6% | -14.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 141.0K | $8.5M | 0.0% | -22.4% |
| RFG Advisory, LLC | Wealth advisor | 135.6K | $8.2M | 0.1% | New |
| Solano Wealth Investment Advisors LLC | Wealth advisor | 128.8K | $7.7M | 3.9% | -1.8% |
| Cetera Investment Advisers | Wealth advisor | 126.0K | $7.6M | 0.0% | -17.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 125.8K | $7.6M | 0.0% | +6.2% |
| Sage Mountain Advisors LLC | Wealth advisor | 120.8K | $7.3M | 0.5% | Held |
| Asset Allocation Strategies LLC | Wealth advisor | 109.7K | $6.6M | 1.2% | -15.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.