INVESCO RSL 2000 DYN MLTFCTR (OMFS) Institutional Shareholders
INVESCO RSL 2000 DYN MLTFCTR (OMFS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $201.39M in OMFS holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of OMFS tracked by InsiderSet, reporting ownership valued at approximately $65.35M 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 $75.44M, representing an estimated gain of +15.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed OMFS value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Bank Of New York Mellon Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO RSL 2000 DYN MLTFCTR (OMFS).
This page ranks the largest institutional OMFS 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
57
Total Reported Value
$201.39M
Largest Holder
Invesco Ltd.
Largest Position
$65.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.01% | 1,443,644 | $65,346,545 | $75,442,959 | +$10,096,414 | +15.45% | |
| Bank Of New York Mellon Corp | 0.01% | 841,091 | $38,071,983 | $43,954,322 | +$5,882,339 | +15.45% | |
| Lpl Financial Llc | 0.01% | 723,914 | $32,767,951 | $37,830,805 | +$5,062,854 | +15.45% | |
| First Command Advisory Services, Inc. | 0.14% | 475,064 | $21,503,756 | $24,826,227 | +$3,322,471 | +15.45% | |
| Raymond James Financial Inc | 0.00% | 179,006 | $8,102,694 | $9,354,621 | +$1,251,927 | +15.45% | |
| Bank Of America Corp | 0.00% | 122,527 | $5,546,202 | $6,403,102 | +$856,900 | +15.45% | |
| Solano Wealth Investment Advisors Llc | 2.30% | 94,721 | $5,052,420 | $4,949,996 | -$102,424 | -2.03% | |
| Ubs Group Ag | 0.00% | 61,049 | $2,763,383 | $3,190,341 | +$426,958 | +15.45% | |
| Iht Wealth Management, Llc | 0.06% | 59,758 | $2,704,937 | $3,122,875 | +$417,938 | +15.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,121 | $1,659,996 | $1,626,343 | -$33,653 | -2.03% | |
| Empirical Asset Management, Llc | 0.41% | 34,040 | $1,540,827 | $1,778,886 | +$238,059 | +15.45% | |
| Proactive Wealth Strategies Llc | 0.27% | 31,661 | $1,432,982 | $1,654,563 | +$221,581 | +15.46% | |
| Cetera Investment Advisers | 0.00% | 24,911 | $1,127,613 | $1,301,816 | +$174,203 | +15.45% | |
| Private Advisor Group, Llc | 0.01% | 20,519 | $1,094,462 | $1,072,296 | -$22,166 | -2.03% | |
| Qrg Capital Management, Inc. | 0.01% | 20,356 | $1,085,789 | $1,063,778 | -$22,011 | -2.03% | |
| Envestnet Asset Management Inc | 0.00% | 23,154 | $1,048,062 | $1,209,998 | +$161,936 | +15.45% | |
| Royal Bank Of Canada | 0.00% | 22,206 | $1,005,000 | $1,160,457 | +$155,457 | +15.47% | |
| Mml Investors Services, Llc | 0.00% | 20,617 | $933,246 | $1,077,418 | +$144,172 | +15.45% | |
| Brooklyn Investment Group | 0.03% | 20,036 | $906,930 | $1,047,055 | +$140,125 | +15.45% | |
| Mgo One Seven Llc | 0.01% | 15,994 | $853,094 | $835,826 | -$17,268 | -2.02% | |
| Ern Financial, Llc | 0.11% | 12,764 | $680,816 | $667,030 | -$13,786 | -2.02% | |
| Graney & King, Llc | 0.31% | 12,902 | $583,996 | $674,242 | +$90,246 | +15.45% | |
| Wells Fargo & Company/Mn | 0.00% | 12,723 | $575,906 | $664,887 | +$88,981 | +15.45% | |
| Osaic Holdings, Inc. | 0.00% | 11,253 | $509,399 | $588,067 | +$78,668 | +15.44% | |
| Equitable Holdings, Inc. | 0.00% | 11,210 | $498,509 | $585,820 | +$87,311 | +17.51% | |
| Susquehanna International Group, Llp | 0.00% | 10,877 | $492,347 | $568,418 | +$76,071 | +15.45% | |
| Cerity Partners Llc | 0.00% | 10,557 | $477,875 | $551,695 | +$73,820 | +15.45% | |
| Independent Advisor Alliance | 0.00% | 10,014 | $453,265 | $523,319 | +$70,054 | +15.46% | |
| Apella Capital, Llc | 0.01% | 7,987 | $422,900 | $417,390 | -$5,510 | -1.30% | |
| Morgan Stanley | 0.00% | 8,001 | $362,168 | $418,122 | +$55,954 | +15.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 6,221 | $329,130 | $325,101 | -$4,029 | -1.22% | |
| Orrstown Financial Services Inc | 0.04% | 5,000 | $266,700 | $261,294 | -$5,407 | -2.03% | |
| Concurrent Investment Advisors, Llc | 0.00% | 4,982 | $265,759 | $260,353 | -$5,406 | -2.03% | |
| Traction Financial Partners, Llc | 0.13% | 4,639 | $209,984 | $242,428 | +$32,444 | +15.45% | |
| Jane Street Group, Llc | 0.00% | 4,452 | $201,520 | $232,656 | +$31,136 | +15.45% | |
| Western Wealth Management, Llc | 0.00% | 2,985 | $135,133 | $155,992 | +$20,859 | +15.44% | |
| Arax Advisory Partners | 0.00% | 2,356 | $106,659 | $123,121 | +$16,462 | +15.43% | |
| Ameriflex Group, Inc. | 0.03% | 1,138 | $51,511 | $59,470 | +$7,959 | +15.45% | |
| Huntington National Bank | 0.00% | 960 | $43,454 | $50,168 | +$6,714 | +15.45% | |
| Farther Finance Advisors, Llc | 0.00% | 717 | $38,240 | $37,469 | -$771 | -2.01% | |
| Newedge Advisors, Llc | 0.00% | 4,500 | $27,133 | $235,164 | +$208,031 | +766.71% | |
| Hantz Financial Services, Inc. | 0.30% | 440,895 | $19,957 | $23,040,600 | +$23,020,643 | +115351.22% | |
| Concord Wealth Partners | 0.00% | 366 | $19,522 | $19,127 | -$395 | -2.02% | |
| Birchbrook, Inc. | 0.01% | 228 | $12,162 | $11,915 | -$247 | -2.03% | |
| Private Trust Co Na | 0.00% | 209 | $11,148 | $10,922 | -$226 | -2.03% | |
| Cwm, Llc | 0.00% | 208 | $9,415 | $10,870 | +$1,455 | +15.45% | |
| Fmr Llc | 0.00% | 204 | $9,254 | $10,661 | +$1,407 | +15.20% | |
| Allworth Financial Lp | 0.00% | 202 | $9,132 | $10,556 | +$1,424 | +15.60% | |
| Iag Wealth Partners, Llc | 0.00% | 104 | $4,708 | $5,435 | +$727 | +15.44% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 69 | $3,123 | $3,606 | +$483 | +15.46% |
Frequently asked questions about OMFS
Who owns the most OMFS stock?
The largest holders of OMFS 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 RSL 2000 DYN MLTFCTR (OMFS).
Is OMFS widely held by superinvestors?
Many widely followed stocks like OMFS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OMFS 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.