INVESCO RUSSELL 1000 DYN M/F (OMFL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.53B 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 $1.03B 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 +3.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
263
Total Reported Value
$3.53B
Largest Holder
Invesco Ltd.
Largest Position
$1.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $1,062,823,273 | +$32,470,979 | +3.15% | |
| Balentine Llc | 12.72% | 5,220,224 | $357,794,160 | $369,069,837 | +$11,275,677 | +3.15% | |
| Morgan Stanley | 0.01% | 4,053,994 | $277,860,900 | $286,617,376 | +$8,756,476 | +3.15% | |
| Bank Of New York Mellon Corp | 0.04% | 3,750,966 | $257,091,180 | $265,193,296 | +$8,102,116 | +3.15% | |
| Lpl Financial Llc | 0.04% | 2,645,578 | $181,327,924 | $187,042,365 | +$5,714,441 | +3.15% | |
| Bank Of America Corp | 0.01% | 1,688,140 | $115,705,135 | $119,351,498 | +$3,646,363 | +3.15% | |
| Ci Investments Inc. | 0.29% | 1,326,112 | $90,891,716 | $93,756,118 | +$2,864,402 | +3.15% | |
| Ubs Group Ag | 0.01% | 1,181,673 | $80,991,868 | $83,544,281 | +$2,552,413 | +3.15% | |
| Mariner, Llc | 0.06% | 786,924 | $53,935,754 | $55,635,527 | +$1,699,773 | +3.15% | |
| Arkadios Wealth Advisors | 0.81% | 768,374 | $52,664,343 | $54,324,042 | +$1,659,699 | +3.15% | |
| Hbk Sorce Advisory Llc | 1.00% | 721,672 | $51,123,278 | $51,022,210 | -$101,068 | -0.20% | |
| Iht Wealth Management, Llc | 1.05% | 716,998 | $49,143,006 | $50,691,759 | +$1,548,753 | +3.15% | |
| Wells Fargo & Company/Mn | 0.01% | 651,000 | $44,619,570 | $46,025,700 | +$1,406,130 | +3.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 626,158 | $43,311,369 | $44,269,371 | +$958,002 | +2.21% | |
| Integrated Wealth Concepts Llc | 0.15% | 462,337 | $31,688,616 | $32,687,226 | +$998,610 | +3.15% | |
| Raymond James Financial Inc | 0.01% | 435,760 | $29,866,954 | $30,808,232 | +$941,278 | +3.15% | |
| Brookstone Capital Management | 0.29% | 417,609 | $28,622,889 | $29,524,956 | +$902,067 | +3.15% | |
| Baldwin Wealth Partners Llc/Ma | 1.85% | 412,246 | $28,255,331 | $29,145,792 | +$890,461 | +3.15% | |
| Kestra Advisory Services, Llc | 0.09% | 410,945 | $28,166,166 | $29,053,812 | +$887,646 | +3.15% | |
| Ashton Thomas Securities, Llc | 4.12% | 406,570 | $27,852,874 | $28,744,499 | +$891,625 | +3.20% | |
| Financial Enhancement Group Llc | 2.99% | 365,652 | $25,061,763 | $25,851,596 | +$789,833 | +3.15% | |
| Envestnet Asset Management Inc | 0.01% | 365,270 | $25,035,599 | $25,824,589 | +$788,990 | +3.15% | |
| Concurrent Investment Advisors, Llc | 0.21% | 359,730 | $24,655,879 | $25,432,911 | +$777,032 | +3.15% | |
| Ifg Advisory, Llc | 0.86% | 359,396 | $24,632,996 | $25,409,297 | +$776,301 | +3.15% | |
| Jones Financial Companies Lllp | 0.01% | 319,382 | $21,452,904 | $22,580,307 | +$1,127,403 | +5.26% | |
| Gladstone Institutional Advisory Llc | 0.68% | 312,508 | $21,419,292 | $22,094,316 | +$675,024 | +3.15% | |
| Captrust Financial Advisors | 0.03% | 311,470 | $21,348,138 | $22,020,929 | +$672,791 | +3.15% | |
| Curry Webb Wealth Management Llc | 8.68% | 305,807 | $20,959,990 | $21,620,555 | +$660,565 | +3.15% | |
| Hightower Advisors, Llc | 0.02% | 299,186 | $20,506,223 | $21,152,450 | +$646,227 | +3.15% | |
| Osaic Holdings, Inc. | 0.02% | 287,641 | $19,715,877 | $20,336,219 | +$620,342 | +3.15% | |
| Private Advisor Group, Llc | 0.09% | 271,293 | $18,594,399 | $19,180,415 | +$586,016 | +3.15% | |
| Journey Strategic Wealth Llc | 0.42% | 283,384 | $17,037,040 | $20,035,249 | +$2,998,209 | +17.60% | |
| Daner Wealth Management, Llc | 8.56% | 220,990 | $15,783,095 | $15,623,993 | -$159,102 | -1.01% | |
| Financial Designs Corp | 8.36% | 227,556 | $15,596,688 | $16,088,209 | +$491,521 | +3.15% | |
| Corient Private Wealth Llc | 0.02% | 223,413 | $15,312,742 | $15,795,299 | +$482,557 | +3.15% | |
| Foguth Wealth Management, Llc. | 1.61% | 206,683 | $14,155,723 | $14,612,488 | +$456,765 | +3.23% | |
| Waller Financial Planning Group, Inc | 2.57% | 182,037 | $12,476,790 | $12,870,016 | +$393,226 | +3.15% | |
| Jpmorgan Chase & Co | 0.00% | 166,437 | $11,327,735 | $11,767,096 | +$439,361 | +3.88% | |
| Truist Financial Corp | 0.01% | 161,739 | $11,085,620 | $11,434,947 | +$349,327 | +3.15% | |
| Sage Mountain Advisors Llc | 0.64% | 151,832 | $10,406,565 | $10,734,522 | +$327,957 | +3.15% | |
| Goldman Sachs Group Inc | 0.00% | 135,131 | $9,261,879 | $9,553,762 | +$291,883 | +3.15% | |
| Cetera Investment Advisers | 0.01% | 134,195 | $9,197,724 | $9,487,587 | +$289,863 | +3.15% | |
| Ern Financial, Llc | 1.52% | 133,689 | $9,163,056 | $9,451,812 | +$288,756 | +3.15% | |
| Solano Wealth Investment Advisors Llc | 3.98% | 127,571 | $8,743,752 | $9,019,270 | +$275,518 | +3.15% | |
| Asset Allocation Strategies Llc | 1.19% | 113,000 | $7,745,001 | $7,989,100 | +$244,099 | +3.15% | |
| Clearstead Advisors, Llc | 0.07% | 112,716 | $7,725,580 | $7,969,021 | +$243,441 | +3.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 106,487 | $7,298,592 | $7,528,631 | +$230,039 | +3.15% | |
| Avestar Capital, Llc | 0.39% | 97,315 | $6,669,970 | $6,880,171 | +$210,201 | +3.15% | |
| Pax Financial Group, Llc | 0.95% | 93,467 | $6,406,194 | $6,608,117 | +$201,923 | +3.15% | |
| Keating Financial Advisory Services, Inc. | 0.78% | 86,001 | $5,894,509 | $6,080,271 | +$185,762 | +3.15% |
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.