OMFL Institutional Ownership & Shareholders
INVESCO RUSSELL 1000 DYN M/F (OMFL) is currently held by 266 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.66B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of OMFL tracked by InsiderSet, reporting ownership valued at approximately $1.03B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.06B, representing an estimated gain of +3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed OMFL value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Balentine Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO RUSSELL 1000 DYN M/F (OMFL).
This page ranks the largest institutional OMFL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
266
Total Reported Value
$3.66B
Largest Holder
Invesco Ltd.
Largest Position
$1.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.08% | 15,032,861 | $1,030,352,294 | $1,061,921,301 | +$31,569,007 | +3.06% | |
| Balentine Llc | 12.72% | 5,220,224 | $357,794,160 | $368,756,623 | +$10,962,463 | +3.06% | |
| Morgan Stanley | 0.01% | 4,053,994 | $277,860,900 | $286,374,136 | +$8,513,236 | +3.06% | |
| Bank Of New York Mellon Corp | 0.04% | 3,750,966 | $257,091,180 | $264,968,238 | +$7,877,058 | +3.06% | |
| Lpl Financial Llc | 0.04% | 2,645,578 | $181,327,924 | $186,883,630 | +$5,555,706 | +3.06% | |
| Bank Of America Corp | 0.01% | 1,688,140 | $115,705,135 | $119,250,210 | +$3,545,075 | +3.06% | |
| Arizona Psprs Trust | 3.64% | 1,643,444 | $98,803,853 | $116,092,884 | +$17,289,031 | +17.50% | |
| Ci Investments Inc. | 0.29% | 1,326,112 | $90,891,716 | $93,676,552 | +$2,784,836 | +3.06% | |
| Ubs Group Ag | 0.01% | 1,181,673 | $80,991,868 | $83,473,381 | +$2,481,513 | +3.06% | |
| Mariner, Llc | 0.06% | 786,924 | $53,935,754 | $55,588,311 | +$1,652,557 | +3.06% | |
| Arkadios Wealth Advisors | 0.81% | 768,374 | $52,664,343 | $54,277,939 | +$1,613,596 | +3.06% | |
| Hbk Sorce Advisory Llc | 1.00% | 721,672 | $51,123,278 | $50,978,910 | -$144,368 | -0.28% | |
| Iht Wealth Management, Llc | 1.05% | 716,998 | $49,143,006 | $50,648,739 | +$1,505,733 | +3.06% | |
| Wells Fargo & Company/Mn | 0.01% | 651,000 | $44,619,570 | $45,986,640 | +$1,367,070 | +3.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 622,252 | $44,198,574 | $43,955,881 | -$242,693 | -0.55% | |
| Lm Advisors Llc | 4.54% | 574,567 | $39,340,000 | $40,587,413 | +$1,247,413 | +3.17% | |
| Ashton Thomas Securities, Llc | 3.24% | 438,612 | $30,534,792 | $30,983,552 | +$448,760 | +1.47% | |
| Raymond James Financial Inc | 0.01% | 435,760 | $29,866,954 | $30,782,086 | +$915,132 | +3.06% | |
| Kestra Advisory Services, Llc | 0.08% | 422,051 | $29,421,165 | $29,813,683 | +$392,518 | +1.33% | |
| Baldwin Wealth Partners Llc/Ma | 1.84% | 401,093 | $27,960,193 | $28,333,210 | +$373,017 | +1.33% | |
| Financial Enhancement Group Llc | 3.00% | 367,230 | $26,076,984 | $25,941,127 | -$135,857 | -0.52% | |
| Envestnet Asset Management Inc | 0.01% | 365,270 | $25,035,599 | $25,802,673 | +$767,074 | +3.06% | |
| Ifg Advisory, Llc | 0.86% | 359,396 | $24,632,996 | $25,387,733 | +$754,737 | +3.06% | |
| Brookstone Capital Management | 0.22% | 321,963 | $22,444,070 | $22,743,466 | +$299,396 | +1.33% | |
| Jones Financial Companies Lllp | 0.01% | 319,382 | $21,452,904 | $22,561,144 | +$1,108,240 | +5.17% | |
| Gladstone Institutional Advisory Llc | 0.68% | 312,508 | $21,419,292 | $22,075,565 | +$656,273 | +3.06% | |
| Captrust Financial Advisors | 0.03% | 311,470 | $21,348,138 | $22,002,241 | +$654,103 | +3.06% | |
| Curry Webb Wealth Management Llc | 8.68% | 305,807 | $20,959,990 | $21,602,206 | +$642,216 | +3.06% | |
| Osaic Holdings, Inc. | 0.02% | 287,641 | $19,715,877 | $20,318,960 | +$603,083 | +3.06% | |
| Creative Planning | 0.01% | 271,566 | $18,930,833 | $19,183,422 | +$252,589 | +1.33% | |
| Private Advisor Group, Llc | 0.09% | 271,293 | $18,594,399 | $19,164,138 | +$569,739 | +3.06% | |
| Journey Strategic Wealth Llc | 0.42% | 283,384 | $17,037,040 | $20,018,246 | +$2,981,206 | +17.50% | |
| Sage Mountain Advisors Llc | 1.03% | 240,168 | $16,742,111 | $16,965,468 | +$223,357 | +1.33% | |
| Integrated Wealth Concepts Llc | 0.11% | 237,096 | $16,250,569 | $16,748,461 | +$497,892 | +3.06% | |
| Financial Designs Corp | 8.14% | 226,798 | $15,810,089 | $16,021,011 | +$210,922 | +1.33% | |
| Daner Wealth Management, Llc | 8.56% | 220,990 | $15,783,095 | $15,610,734 | -$172,361 | -1.09% | |
| Corient Private Wealth Llc | 0.02% | 221,654 | $15,192,180 | $15,657,639 | +$465,459 | +3.06% | |
| Truist Financial Corp | 0.02% | 181,662 | $12,663,672 | $12,832,604 | +$168,932 | +1.33% | |
| Waller Financial Planning Group, Inc | 2.52% | 178,004 | $12,408,648 | $12,574,203 | +$165,555 | +1.33% | |
| Foguth Wealth Management, Llc. | 1.22% | 170,010 | $12,075,821 | $12,009,506 | -$66,315 | -0.55% | |
| Jpmorgan Chase & Co | 0.00% | 166,437 | $11,327,735 | $11,757,110 | +$429,375 | +3.79% | |
| Avestar Capital, Llc | 0.89% | 148,028 | $10,319,032 | $10,456,698 | +$137,666 | +1.33% | |
| Janney Montgomery Scott Llc | 0.02% | 137,601 | $9,431,000 | $9,720,135 | +$289,135 | +3.07% | |
| Goldman Sachs Group Inc | 0.00% | 135,131 | $9,261,879 | $9,545,654 | +$283,775 | +3.06% | |
| Cetera Investment Advisers | 0.01% | 134,195 | $9,197,724 | $9,479,535 | +$281,811 | +3.06% | |
| Ern Financial, Llc | 1.48% | 130,589 | $9,103,400 | $9,224,807 | +$121,407 | +1.33% | |
| Solano Wealth Investment Advisors Llc | 3.98% | 127,571 | $8,743,752 | $9,011,615 | +$267,863 | +3.06% | |
| Concurrent Investment Advisors, Llc | 0.06% | 121,635 | $8,479,218 | $8,592,296 | +$113,078 | +1.33% | |
| Asset Allocation Strategies Llc | 1.19% | 114,232 | $7,963,117 | $8,069,348 | +$106,231 | +1.33% | |
| Clearstead Advisors, Llc | 0.07% | 112,716 | $7,725,580 | $7,962,258 | +$236,678 | +3.06% |
Frequently asked questions about OMFL
Who are the largest institutional holders of OMFL?
The largest institutional holders of OMFL reported in the latest SEC Form 13F filings include Invesco Ltd., Balentine Llc, Morgan Stanley, Bank Of New York Mellon Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported OMFL position.
What is OMFL institutional ownership?
This page tracks OMFL positions reported by institutional investment managers through SEC Form 13F. INVESCO RUSSELL 1000 DYN M/F (OMFL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OMFL?
InsiderSet currently tracks 266 institutional managers reporting OMFL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OMFL shareholders.
How much OMFL stock do institutions own?
Institutional investment managers disclosed approximately $3.66B in OMFL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OMFL institutional ownership last updated?
The latest OMFL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OMFL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OMFL position after the reporting date.
Are institutions buying or selling OMFL?
Institutional buying and selling can be analyzed by comparing OMFL positions across consecutive 13F reporting periods. InsiderSet's OMFL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OMFL ownership changes.
How has OMFL institutional ownership changed over time?
InsiderSet tracks OMFL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.