INVESCO RSL 2000 DYN MLTFCTR OMFS
$53.04
-0.5% 52w: $38.60 – $53.34
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data38.6045.9753.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
55
-2 QoQ
13F value
$219.1M
-3.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OMFS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 1.4M | $65.3M | 0.0% | -0.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 841.1K | $38.1M | 0.0% | -23.5% |
| LPL Financial LLC | Bank broker | 723.9K | $32.8M | 0.0% | -8.1% |
| First Command Advisory Services, Inc. | Wealth advisor | 475.1K | $21.5M | 0.1% | -0.7% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 440.9K | $20.0M | 0.3% | +5.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 179.0K | $8.1M | 0.0% | +8.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 122.5K | $5.5M | 0.0% | -1.4% |
| Solano Wealth Investment Advisors LLC | Wealth advisor | 95.2K | $4.3M | 2.1% | -2.4% |
| UBS Group AG | Bank broker | 61.0K | $2.8M | 0.0% | -18.5% |
| IHT Wealth Management, LLC | Wealth advisor | 59.8K | $2.7M | 0.1% | -3.4% |
| Empirical Asset Management, LLC | Wealth advisor | 34.0K | $1.5M | 0.4% | -2.7% |
| Proactive Wealth Strategies LLC | Wealth advisor | 31.7K | $1.4M | 0.3% | +99.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 31.1K | $1.4M | 0.0% | +2.2% |
| Cetera Investment Advisers | Wealth advisor | 24.9K | $1.1M | 0.0% | -3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.2K | $1.0M | 0.0% | +33.9% |
| ROYAL BANK OF CANADA | Bank broker | 22.2K | $1.0M | 0.0% | +415.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 20.6K | $933K | 0.0% | -4.9% |
| Brooklyn Investment Group | Diversified mechanical | 20.0K | $907K | 0.0% | +27.8% |
| Private Advisor Group, LLC | Wealth advisor | 19.9K | $902K | 0.0% | +133.6% |
| MGO ONE SEVEN LLC | Wealth advisor | 16.1K | $728K | 0.0% | -2.6% |
| Graney & King, LLC | Wealth advisor | 12.9K | $584K | 0.3% | +0.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 12.7K | $576K | 0.0% | -9.4% |
| ERn Financial, LLC | Wealth advisor | 12.6K | $571K | 0.1% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.3K | $509K | 0.0% | -8.6% |
| Equitable Holdings, Inc. | Wealth advisor | 11.2K | $499K | 0.0% | +15.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 10.9K | $492K | 0.0% | New |
| Cerity Partners LLC | Diversified mechanical | 10.6K | $478K | 0.0% | -1.4% |
| Independent Advisor Alliance | Wealth advisor | 10.0K | $453K | 0.0% | New |
| Apella Capital, LLC | Wealth advisor | 8.6K | $425K | 0.0% | -9.8% |
| MORGAN STANLEY | Bank broker | 8.0K | $362K | 0.0% | -15.2% |
| ORRSTOWN FINANCIAL SERVICES INC | Wealth advisor | 7.5K | $339K | 0.1% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 7.1K | $327K | 0.0% | -70.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 5.0K | $226K | 0.0% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 5.0K | $225K | 0.0% | -5.6% |
| Traction Financial Partners, LLC | Wealth advisor | 4.6K | $210K | 0.1% | -20.1% |
| Richmond Investment Services, LLC | Wealth advisor | 4.5K | $203K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 4.5K | $202K | 0.0% | New |
| Arax Advisory Partners | Wealth advisor | 2.4K | $107K | 0.0% | +0.3% |
| AMERIFLEX GROUP, INC. | Diversified mechanical | 1.1K | $52K | 0.0% | +3.3% |
| JPMORGAN CHASE & CO | Bank broker | 986 | $43K | 0.0% | +48.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 717 | $33K | 0.0% | +3.9% |
| PRIVATE TRUST CO NA | Diversified mechanical | 209 | $9K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 208 | $9K | 0.0% | -59.8% |
| FMR LLC | Long only active | 204 | $9K | 0.0% | -2.9% |
| Allworth Financial LP | Wealth advisor | 202 | $9K | 0.0% | +0.5% |
| IAG Wealth Partners, LLC | Wealth advisor | 104 | $5K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 69 | $3K | 0.0% | Held |
| WFA of San Diego, LLC | Wealth advisor | 50 | $2K | 0.0% | Held |
| MCF Advisors LLC | Wealth advisor | 39 | $2K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 39 | $2K | 0.0% | Held |
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.