OMFS Institutional Ownership & Shareholders
INVESCO RSL 2000 DYN MLTFCTR (OMFS) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $255.58M 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 OMFS tracked by InsiderSet, reporting ownership valued at approximately $65.79M 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 $61.40M, representing an estimated loss of -6.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% 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
56
Total Reported Value
$255.58M
Largest Holder
Invesco Ltd.
Largest Position
$65.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
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% | 1,233,392 | $65,789,130 | $61,395,787 | -$4,393,343 | -6.68% | |
| Bank Of New York Mellon Corp | 0.01% | 844,682 | $45,055,344 | $42,046,581 | -$3,008,763 | -6.68% | |
| Lpl Financial Llc | 0.01% | 736,224 | $39,270,206 | $36,647,758 | -$2,622,448 | -6.68% | |
| Hantz Financial Services, Inc. | 0.33% | 461,752 | $24,630,000 | $22,985,091 | -$1,644,909 | -6.68% | |
| First Command Advisory Services, Inc. | 0.13% | 416,274 | $22,156,078 | $20,721,287 | -$1,434,791 | -6.48% | |
| Raymond James Financial Inc | 0.00% | 185,982 | $9,920,270 | $9,257,812 | -$662,458 | -6.68% | |
| Envestnet Asset Management Inc | 0.00% | 119,892 | $6,395,043 | $5,967,984 | -$427,059 | -6.68% | |
| Bank Of America Corp | 0.00% | 119,373 | $6,367,367 | $5,942,149 | -$425,218 | -6.68% | |
| Solano Wealth Investment Advisors Llc | 2.30% | 94,721 | $5,052,420 | $4,715,022 | -$337,398 | -6.68% | |
| Iht Wealth Management, Llc | 0.08% | 67,380 | $3,594,053 | $3,354,042 | -$240,011 | -6.68% | |
| Ubs Group Ag | 0.00% | 58,343 | $3,112,016 | $2,904,198 | -$207,818 | -6.68% | |
| Royal Bank Of Canada | 0.00% | 36,598 | $1,952,000 | $1,821,775 | -$130,225 | -6.67% | |
| Empirical Asset Management, Llc | 0.42% | 35,343 | $1,885,186 | $1,759,304 | -$125,882 | -6.68% | |
| Proactive Wealth Strategies Llc | 0.27% | 31,765 | $1,694,494 | $1,581,198 | -$113,296 | -6.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,121 | $1,659,996 | $1,549,141 | -$110,855 | -6.68% | |
| &Partners | 0.01% | 28,405 | $1,513,553 | $1,413,944 | -$99,609 | -6.58% | |
| Cetera Investment Advisers | 0.00% | 26,474 | $1,412,122 | $1,317,823 | -$94,299 | -6.68% | |
| Nuveen, Llc | 0.00% | 23,884 | $1,273,973 | $1,188,898 | -$85,075 | -6.68% | |
| Mml Investors Services, Llc | 0.00% | 21,406 | $1,141,780 | $1,065,548 | -$76,232 | -6.68% | |
| Private Advisor Group, Llc | 0.01% | 20,519 | $1,094,462 | $1,021,395 | -$73,067 | -6.68% | |
| Qrg Capital Management, Inc. | 0.01% | 20,356 | $1,085,789 | $1,013,281 | -$72,508 | -6.68% | |
| Susquehanna International Group, Llp | 0.00% | 17,136 | $914,034 | $852,996 | -$61,038 | -6.68% | |
| Brooklyn Investment Group | 0.03% | 20,036 | $906,930 | $997,352 | +$90,422 | +9.97% | |
| Mgo One Seven Llc | 0.01% | 15,880 | $783,456 | $790,475 | +$7,019 | +0.90% | |
| Graney & King, Llc | 0.25% | 12,928 | $689,594 | $643,530 | -$46,064 | -6.68% | |
| Osaic Holdings, Inc. | 0.00% | 11,811 | $630,053 | $587,928 | -$42,125 | -6.69% | |
| Ifg Advisory, Llc | 0.02% | 11,463 | $611,413 | $570,605 | -$40,808 | -6.67% | |
| Equitable Holdings, Inc. | 0.00% | 10,925 | $582,729 | $543,825 | -$38,904 | -6.68% | |
| Ern Financial, Llc | 0.09% | 11,616 | $573,119 | $578,221 | +$5,102 | +0.89% | |
| Wells Fargo & Company/Mn | 0.00% | 10,572 | $563,910 | $526,253 | -$37,657 | -6.68% | |
| Cerity Partners Llc | 0.00% | 8,850 | $472,036 | $440,535 | -$31,501 | -6.67% | |
| Morgan Stanley | 0.00% | 7,647 | $407,891 | $380,652 | -$27,239 | -6.68% | |
| Apella Capital, Llc | 0.00% | 7,747 | $381,918 | $385,630 | +$3,712 | +0.97% | |
| Nicolet Bankshares Inc | 0.01% | 6,527 | $348,386 | $324,901 | -$23,485 | -6.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 6,125 | $303,210 | $304,890 | +$1,680 | +0.55% | |
| Newedge Advisors, Llc | 0.00% | 5,000 | $266,700 | $248,890 | -$17,810 | -6.68% | |
| Concurrent Investment Advisors, Llc | 0.00% | 5,348 | $263,856 | $266,213 | +$2,357 | +0.89% | |
| Traction Financial Partners, Llc | 0.13% | 4,639 | $247,444 | $230,920 | -$16,524 | -6.68% | |
| Arax Advisory Partners | 0.00% | 2,487 | $132,666 | $123,798 | -$8,868 | -6.68% | |
| Assetmark, Inc | 0.00% | 2,050 | $101,141 | $102,045 | +$904 | +0.89% | |
| Jpmorgan Chase & Co | 0.00% | 1,265 | $66,994 | $62,969 | -$4,025 | -6.01% | |
| Ameriflex Group, Inc. | 0.02% | 1,138 | $60,701 | $56,647 | -$4,054 | -6.68% | |
| Huntington National Bank | 0.00% | 960 | $51,206 | $47,787 | -$3,419 | -6.68% | |
| Farther Finance Advisors, Llc | 0.00% | 717 | $35,370 | $35,691 | +$321 | +0.91% | |
| Concord Wealth Partners | 0.00% | 366 | $19,522 | $18,219 | -$1,303 | -6.68% | |
| Rydar Equities, Inc. | 0.01% | 369 | $18,175 | $18,368 | +$193 | +1.06% | |
| Fmr Llc | 0.00% | 283 | $15,118 | $14,087 | -$1,031 | -6.82% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 265 | $14,087 | $13,191 | -$896 | -6.36% | |
| Birchbrook, Inc. | 0.01% | 228 | $11,249 | $11,349 | +$100 | +0.89% | |
| Allworth Financial Lp | 0.00% | 202 | $10,798 | $10,055 | -$743 | -6.88% |
Frequently asked questions about OMFS
Who are the largest institutional holders of OMFS?
The largest institutional holders of OMFS reported in the latest SEC Form 13F filings include Invesco Ltd., Bank Of New York Mellon Corp, Lpl Financial Llc, Hantz Financial Services, Inc., and First Command Advisory Services, Inc.. InsiderSet ranks institutional holders by their latest reported OMFS position.
What is OMFS institutional ownership?
This page tracks OMFS positions reported by institutional investment managers through SEC Form 13F. INVESCO RSL 2000 DYN MLTFCTR (OMFS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OMFS?
InsiderSet currently tracks 56 institutional managers reporting OMFS 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 OMFS shareholders.
How much OMFS stock do institutions own?
Institutional investment managers disclosed approximately $255.58M in OMFS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OMFS institutional ownership last updated?
The latest OMFS 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 OMFS 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 OMFS position after the reporting date.
Are institutions buying or selling OMFS?
Institutional buying and selling can be analyzed by comparing OMFS positions across consecutive 13F reporting periods. InsiderSet's OMFS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OMFS ownership changes.
How has OMFS institutional ownership changed over time?
InsiderSet tracks OMFS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.