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Disclosery

OMFL INVESCO EXCH TRD SLF IDX FD

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RUSL 1000 DYNM (fund)

266 managers (270 13F filers) reported a position in OMFL shares at 2024-12-31, 75,438,218 shares in all. 18 filers opened a position and 34 filers sold out during the quarter.

Managers
266
13F filers
270
New
18
Added
71
Reduced
127
Sold out
34
Shares held by filers
75,438,218

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cambria Investment Management, L.P.4,791$260K0.02%new13F-HRTimeline
Empowered Funds, LLC4,791$260K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,527$245K<0.01%+65613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,436$241K<0.01%013F-HRTimelineGroup
Family Capital Management, Inc.4,423$240K0.14%-11213F-HRTimeline
Arax Advisory Partners4,423$240K0.02%+1,85513F-HRTimeline
SIERRA OCEAN, LLC4,301$233K0.19%13F-HRTimeline
HBW ADVISORY SERVICES LLC4,269$232K0.02%+613F-HRTimeline
Beacon Wealthcare LLC4,210$228K0.09%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,190$227K0.1%-1,94213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,121$223K0.02%new13F-HRTimeline
Empirical Asset Management, LLC4,093$222K0.07%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,022$218K0.02%-58213F-HRTimeline
Freedom Investment Management, Inc.3,776$205K0.02%-17013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,749$203K<0.01%-137,30613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,690$200K0.01%-13713F-HRTimeline
Steward Partners Investment Advisory, L…3,440$187K<0.01%-16,74913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,326$180K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.2,632$143K0.07%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,587$140K0.01%+313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,467$134K0.02%+213F-HRTimeline
AE Wealth Management LLC2,357$128K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,051$111K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,895$103K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,849$100K<0.01%+1,04913F-HRTimeline
Geneos Wealth Management Inc.1,645$89.2K<0.01%-1113F-HRTimeline
Golden State Wealth Management, LLC1,320$71.6K0.01%13F-HRTimeline
TD Capital Management LLC1,225$66.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…919$49.8K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.881$49.6K0.02%13F-HRTimeline
Capital Advisors, Ltd. LLC620$34K<0.01%-22413F-HRTimeline
CoreCap Advisors, LLC603$32.7K<0.01%013F-HRTimeline
MAI Capital Management574$31.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC558$30.3K<0.01%-26413F-HRTimeline
Archer Investment Corp556$30.2K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC511$28K<0.01%-4,83813F-HRTimelineGroup
GHP Investment Advisors, Inc.504$27.3K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.478$25.9K<0.01%013F-HRTimeline
Key Financial Inc456$24.7K0.01%013F-HRTimeline
Parallel Advisors, LLC431$23.4K<0.01%013F-HRTimeline
2UniFi Bank400$21.7K0.01%13F-HRTimeline
PSI Advisors, LLC391$21.2K0.01%013F-HRTimeline
Sunbelt Securities, Inc.369$20.1K<0.01%+9013F-HRTimeline
Abound Wealth Management317$17.2K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC258$14K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC234$12.7K<0.01%013F-HRTimeline
Transce3nd, LLC234$12.7K<0.01%13F-HRTimeline
Roxbury Financial LLC223$12.4K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC160$8.68K<0.01%013F-HRTimelineGroup
Copia Wealth Management130$7.05K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…125$6.78K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC71$3.85K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC58$3K<0.01%+1413F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC43$2.33K<0.01%13F-HRTimeline
TSFG, LLC28$2K<0.01%-1013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23$1.25K<0.01%013F-HRTimeline
SIGNATUREFD, LLC22$1.17K<0.01%013F-HRTimeline
Bogart Wealth, LLC17$922<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC16$868<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.16$868<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC13$725<0.01%-12213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8$424<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$217<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1$54<0.01%-3,25913F-HRTimeline
Cedar Mountain Advisors, LLC1$54<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.