INVESCO RUSSELL 1000 DYN M/F (OMFL) Top Institutional Shareholders
INVESCO RUSSELL 1000 DYN M/F (OMFL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.14B in OMFL holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of OMFL tracked by InsiderSet, reporting ownership valued at approximately $1.01B in its March 31, 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 $1.14B, representing an estimated gain of +13.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
255
Total Reported Value
$3.14B
Largest Holder
Invesco Ltd.
Largest Position
$1.01B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.15% | 16,766,265 | $1,007,987,852 | $1,139,267,707 | +$131,279,855 | +13.02% | |
| Balentine Llc | 12.55% | 5,180,692 | $311,463,223 | $352,028,021 | +$40,564,798 | +13.02% | |
| Morgan Stanley | 0.02% | 4,398,927 | $264,463,605 | $298,907,090 | +$34,443,485 | +13.02% | |
| Bank Of New York Mellon Corp | 0.04% | 3,711,567 | $223,139,368 | $252,200,978 | +$29,061,610 | +13.02% | |
| Lpl Financial Llc | 0.04% | 2,701,696 | $162,425,925 | $183,580,243 | +$21,154,318 | +13.02% | |
| Bank Of America Corp | 0.01% | 1,933,177 | $116,222,577 | $131,359,377 | +$15,136,800 | +13.02% | |
| Ubs Group Ag | 0.01% | 1,149,758 | $69,123,451 | $78,126,056 | +$9,002,605 | +13.02% | |
| Independent Advisor Alliance | 0.58% | 893,617 | $53,724,207 | $60,721,275 | +$6,997,068 | +13.02% | |
| Mariner, Llc | 0.06% | 843,402 | $50,705,231 | $57,309,166 | +$6,603,935 | +13.02% | |
| Hbk Sorce Advisory Llc | 1.02% | 744,720 | $50,112,177 | $50,603,724 | +$491,547 | +0.98% | |
| Arkadios Wealth Advisors | 0.69% | 697,082 | $41,908,613 | $47,366,722 | +$5,458,109 | +13.02% | |
| Wells Fargo & Company/Mn | 0.01% | 686,409 | $41,266,937 | $46,641,492 | +$5,374,555 | +13.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 620,871 | $37,742,753 | $42,188,184 | +$4,445,431 | +11.78% | |
| Iht Wealth Management, Llc | 0.87% | 620,816 | $37,323,413 | $42,184,447 | +$4,861,034 | +13.02% | |
| Raymond James Financial Inc | 0.01% | 455,990 | $27,414,127 | $30,984,521 | +$3,570,394 | +13.02% | |
| Baldwin Wealth Partners Llc/Ma | 1.92% | 439,187 | $26,403,922 | $29,842,757 | +$3,438,835 | +13.02% | |
| Brookstone Capital Management | 0.29% | 417,916 | $25,125,094 | $28,397,392 | +$3,272,298 | +13.02% | |
| Ashton Thomas Securities, Llc | 2.94% | 390,020 | $23,448,002 | $26,501,859 | +$3,053,857 | +13.02% | |
| Financial Enhancement Group Llc | 2.78% | 343,898 | $22,377,411 | $23,367,869 | +$990,458 | +4.43% | |
| Creative Planning | 0.01% | 341,058 | $20,504,413 | $23,174,891 | +$2,670,478 | +13.02% | |
| Envestnet Asset Management Inc | 0.01% | 337,568 | $20,294,567 | $22,937,746 | +$2,643,179 | +13.02% | |
| Kestra Advisory Services, Llc | 0.07% | 325,712 | $19,581,796 | $22,132,130 | +$2,550,334 | +13.02% | |
| Gladstone Institutional Advisory Llc | 0.71% | 319,597 | $19,214,203 | $21,716,616 | +$2,502,413 | +13.02% | |
| Jones Financial Companies Lllp | 0.01% | 312,154 | $18,501,368 | $21,210,864 | +$2,709,496 | +14.64% | |
| Concurrent Investment Advisors, Llc | 0.20% | 306,114 | $18,403,568 | $20,800,446 | +$2,396,878 | +13.02% | |
| Captrust Financial Advisors | 0.03% | 303,477 | $18,243,221 | $20,621,262 | +$2,378,041 | +13.04% | |
| Journey Strategic Wealth Llc | 0.42% | 283,384 | $17,037,040 | $19,255,943 | +$2,218,903 | +13.02% | |
| Osaic Holdings, Inc. | 0.02% | 266,290 | $16,010,034 | $18,094,406 | +$2,084,372 | +13.02% | |
| Hightower Advisors, Llc | 0.02% | 264,995 | $15,931,503 | $18,006,410 | +$2,074,907 | +13.02% | |
| Goldman Sachs Group Inc | 0.00% | 262,034 | $15,753,454 | $17,805,210 | +$2,051,756 | +13.02% | |
| Private Advisor Group, Llc | 0.07% | 260,367 | $15,653,306 | $17,691,938 | +$2,038,632 | +13.02% | |
| Daner Wealth Management, Llc | 8.90% | 225,476 | $15,136,222 | $15,321,094 | +$184,872 | +1.22% | |
| Clearstead Advisors, Llc | 0.14% | 251,553 | $15,123,361 | $17,093,026 | +$1,969,665 | +13.02% | |
| Integrated Wealth Concepts Llc | 0.12% | 245,282 | $14,746,351 | $16,666,912 | +$1,920,561 | +13.02% | |
| Financial Designs Corp | 7.75% | 231,466 | $13,915,736 | $15,728,115 | +$1,812,379 | +13.02% | |
| Waller Financial Planning Group, Inc | 2.61% | 196,483 | $11,812,535 | $13,351,020 | +$1,538,485 | +13.02% | |
| Truist Financial Corp | 0.01% | 156,996 | $9,889,170 | $10,667,878 | +$778,708 | +7.87% | |
| Ern Financial, Llc | 1.61% | 142,431 | $8,562,933 | $9,678,186 | +$1,115,253 | +13.02% | |
| Rfg Advisory, Llc | 0.15% | 135,593 | $8,151,881 | $9,213,544 | +$1,061,663 | +13.02% | |
| Solano Wealth Investment Advisors Llc | 3.86% | 128,750 | $7,740,427 | $8,748,563 | +$1,008,136 | +13.02% | |
| Cetera Investment Advisers | 0.01% | 126,038 | $7,577,413 | $8,564,282 | +$986,869 | +13.02% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 125,835 | $7,565,182 | $8,550,488 | +$985,306 | +13.02% | |
| Sage Mountain Advisors Llc | 0.51% | 120,800 | $7,262,496 | $8,208,360 | +$945,864 | +13.02% | |
| Asset Allocation Strategies Llc | 1.17% | 109,695 | $6,594,854 | $7,453,775 | +$858,921 | +13.02% | |
| Commonwealth Equity Services, Llc | 0.01% | 109,448 | $6,580,024 | $7,436,992 | +$856,968 | +13.02% | |
| Pax Financial Group, Llc | 0.97% | 94,797 | $5,699,185 | $6,441,456 | +$742,271 | +13.02% | |
| Avestar Capital, Llc | 0.38% | 92,090 | $5,536,451 | $6,257,516 | +$721,065 | +13.02% | |
| Wcg Wealth Advisors Llc | 0.15% | 89,365 | $5,372,606 | $6,072,352 | +$699,746 | +13.02% | |
| Quantinno Capital Management Lp | 0.01% | 88,462 | $5,318,370 | $6,010,993 | +$692,623 | +13.02% | |
| Great Valley Advisor Group, Inc. | 0.09% | 84,992 | $5,109,578 | $5,775,206 | +$665,628 | +13.03% |
Frequently asked questions about OMFL
Who owns the most OMFL stock?
The largest holders of OMFL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO RUSSELL 1000 DYN M/F (OMFL).
Is OMFL widely held by superinvestors?
Many widely followed stocks like OMFL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OMFL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.