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Disclosery

OMFL INVESCO EXCH TRD SLF IDX FD

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RUSL 1000 DYNM (fund)

274 managers (277 13F filers) reported a position in OMFL shares at 2025-12-31, 60,143,528 shares in all. 31 filers opened a position and 12 filers sold out during the quarter.

Managers
274
13F filers
277
New
31
Added
77
Reduced
113
Sold out
12
Shares held by filers
60,143,528

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Invesco Ltd.in group Invesco Ltd.19,623,449$1.2B0.11%-287,36013F-HRTimelineGroup
Balentine LLC5,246,097$321M12.16%-302,13613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,460,387$273M0.02%-397,77913F-HR/ATimelineGroup
LPL Financial LLC2,796,098$171M0.05%+89,00313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,780,409$170M0.03%+64,97813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,203,454$135M0.01%+71,48813F-HRTimelineGroup
Arizona PSPRS Trust1,639,432$100M3.69%-3,773,02613F-HRTimeline
UBS Group AGgroup of 2 filers holding1,172,229$71.7M-25,659Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…983,699$62M0.08%-13,01913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC896,112$54.8M9.13%-31,97613F-HRTimeline
Mariner, LLCin group Mariner, LLC885,885$54.2M0.06%+10,92313F-HRTimelineGroup
HBK Sorce Advisory LLC780,244$49.3M1.13%-38,20013F-HRTimeline
Deseret Mutual Benefit Administrators749,613$45.8M19.55%-47,54113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN711,636$43.5M0.01%-68,93813F-HRTimelineGroup
Arkadios Wealth Advisors632,171$38.6M0.77%-76,17313F-HRTimeline
IHT Wealth Management, LLC562,084$34.4M0.84%+28,88513F-HRTimeline
Cambridge Investment Research Advisors,…547,865$33.5M0.09%+19,85113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC540,388$33M0.01%-61,98913F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA455,248$27.8M1.78%+6,59013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management415,387$25.4M0.29%+1,13113F-HRTimelineGroup
DAIDO LIFE INSURANCE CO403,056$24.6M3.47%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC401,126$24.5M0.01%+10,54913F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC374,012$22.9M4.34%+11,16613F-HRTimeline
IFG Advisory, LLC359,903$22M0.96%-18,35413F-HRTimeline
Creative Planningin group Creative Planning352,181$21.5M0.02%new13F-HRTimelineGroup
Financial Enhancement Group LLC330,644$20.7M2.7%-5,90513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding325,561$19.9M+45,231Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.314,743$19.2M0.03%-25,36413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS307,172$18.8M0.04%+4,39813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP304,919$18.6M0.01%+19,07613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC280,152$17.1M0.45%+2,20013F-HRTimeline
Gladstone Institutional Advisory LLC264,497$16.2M0.61%+3,27213F-HRTimeline
Daner Wealth Management, LLC249,028$15.8M9.65%+5,12913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP257,781$15.8M0.02%-26,69413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC248,959$15.2M0.18%+4,71913F-HRTimeline
Private Advisor Group, LLC234,983$14.4M0.07%+9,97713F-HRTimeline
Financial Designs Corp231,450$14.1M8.01%+7,26113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC217,758$13.3M2.96%-379,91213F-HRTimeline
Curry Webb Wealth Management LLC206,624$12.6M6.27%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP184,895$11.3M0.02%+4,19513F-HRTimelineGroup
Janney Montgomery Scott LLC181,626$11.1M0.03%+4,28813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168,004$10.3M<0.01%-11,15913F-HRTimelineGroup
ERn Financial, LLC167,428$10.2M1.92%-91,32413F-HRTimeline
Cetera Investment Advisers153,323$9.37M0.01%+7,49013F-HRTimeline
Foguth Wealth Management, LLC.151,824$9.36M1.45%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED139,628$8.61M0.58%-1,91113F-HRTimeline
Clarius Group, LLC139,915$8.55M0.49%-52,59513F-HRTimeline
Solano Wealth Investment Advisors LLC131,133$8.02M3.97%-20,63813F-HRTimeline
Asset Allocation Strategies LLC129,044$7.89M1.46%+6,97613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…128,091$7.83M0.09%+43,99813F-HRTimelineGroup
PAX Financial Group, LLC125,801$7.69M1.33%+4,62313F-HRTimeline
Arete Wealth Advisors, LLC124,509$7.61M0.53%new13F-HR/ATimeline
GTS SECURITIES LLC124,035$7.58M0.26%+110,86613F-HRTimeline
Sage Mountain Advisors LLC120,800$7.38M0.39%-1,39213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118,480$7.24M<0.01%-10,71113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC109,717$6.71M0.01%-14,04513F-HRTimeline
WCG Wealth Advisors LLC107,819$6.59M0.18%+76,99813F-HRTimeline
San Luis Wealth Advisors LLC106,050$6.48M1.09%+7,69813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC104,076$6.37M<0.01%-20,42713F-HRTimelineGroup
Quantinno Capital Management LP104,013$6.36M0.01%+1,78913F-HRTimeline
Avestar Capital, LLC89,899$5.5M0.38%+1,03413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,624$5.3M<0.01%-172,58313F-HR/ATimelineGroup
Matthew Goff Investment Advisor, LLC268,187$5.29M0.94%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,935$5.25M<0.01%-15,65813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…85,250$5.21M0.1%+10,27813F-HRTimelineGroup
MGO ONE SEVEN LLC75,484$4.61M0.09%+12,57713F-HRTimeline
MML INVESTORS SERVICES, LLC73,622$4.5M0.01%+5,32313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC70,640$4.32M0.08%+13,34913F-HR/ATimeline
Perennial Investment Advisors, LLC67,967$4.15M0.33%-5,16813F-HRTimeline
Centerpoint Advisory Group66,643$4.07M3.14%-3,58913F-HRTimeline
RPg Family Wealth Advisory, LLC64,546$3.95M0.87%-1,17713F-HRTimeline
Dynamic Advisor Solutions LLC62,469$3.82M0.12%-200,53213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,469$3.7M0.03%-7,24413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,072$3.43M<0.01%+36,51613F-HRTimelineGroup
&PARTNERS52,298$3.2M0.02%-14,73213F-HRTimeline
Merit Financial Group, LLC51,572$3.15M0.03%-3,18713F-HRTimeline
FLOW TRADERS U.S. LLC51,039$3.12M0.1%+26,68913F-HRTimeline
Advocacy Wealth Management, LLC49,298$3.01M0.13%+47313F-HRTimeline
Kingsview Wealth Management, LLC45,836$2.8M0.04%-46,49113F-HRTimeline
Running Point Capital Advisors, LLC45,519$2.78M0.76%-14,61513F-HRTimeline
AE Wealth Management LLC44,469$2.72M0.02%-2,51213F-HRTimeline
Selby Wealth Management, LLC43,786$2.68M1.08%13F-HRTimeline
Triad Wealth Partners, LLC41,866$2.56M0.24%+10,79413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC41,611$2.54M1.47%-40213F-HRTimeline
Retirement Planning Group, LLC41,422$2.53M0.08%-1,00613F-HRTimeline
TD Waterhouse Canada Inc.41,031$2.51M0.02%+2,63813F-HRTimeline
HighTower Advisors, LLC40,389$2.47M<0.01%-25613F-HRTimeline
COZAD ASSET MANAGEMENT INC40,159$2.45M0.19%-8,90313F-HRTimeline
SteelPeak Wealth, LLC36,501$2.23M0.07%-13913F-HRTimeline
Valued Retirements, Inc.35,523$2.17M2.12%-15513F-HRTimeline
AlphaCore Capital LLC34,323$2.1M0.05%new13F-HRTimeline
Goldstone Financial Group, LLC33,896$2.07M0.23%+8,66513F-HRTimeline
Qube Research & Technologies Ltd33,599$2.05M<0.01%-25,93713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,208$2.03M0.04%-4,19513F-HRTimelineGroup
IFP Advisors, Inc32,866$2.01M0.05%-71313F-HRTimeline
Sequent Planning LLC32,432$1.98M0.5%+3,35313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding32,369$1.98M-2,140Timeline
Colonial River Investments, LLC30,622$1.87M0.67%-50013F-HRTimeline
PFG Advisors30,199$1.85M0.09%-24,47513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,482$1.8M<0.01%-60613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,091$1.78M0.03%+44913F-HRTimelineGroup
Apella Capital, LLC28,926$1.77M0.03%-23413F-HRTimeline
Atlas Legacy Advisors, LLC27,760$1.7M0.3%+1,04713F-HRTimeline
Milestone Investment Advisors LLC27,692$1.69M0.41%013F-HRTimeline
Western Wealth Management, LLC27,690$1.69M0.08%-2,92113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC26,129$1.6M1.17%+41613F-HRTimeline
Archford Capital Strategies, LLC25,531$1.56M0.18%-39613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,098$1.53M<0.01%-1,46113F-HRTimelineGroup
Rooted Wealth Advisors, Inc.24,543$1.53M0.43%-77,12113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,899$1.52M0.02%+6213F-HRTimelineGroup
Proactive Wealth Strategies LLC24,858$1.52M0.6%-1,09813F-HRTimeline
NewEdge Advisors, LLC24,724$1.51M0.01%+6,17813F-HRTimeline
Longview Financial Advisors, Inc.24,580$1.5M1.02%-96213F-HRTimeline
CIBC WORLD MARKET INC.24,498$1.5M<0.01%-1,49513F-HRTimeline
Keating Financial Advisory Services, In…23,463$1.43M0.19%13F-HRTimeline
Elevation Capital Advisory, LLC22,557$1.38M0.56%-2,01013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY21,407$1.31M0.89%-50813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,977$1.28M<0.01%+67013F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.20,248$1.24M1.07%-2,57713F-HRTimeline
SHP Wealth Management18,380$1.12M0.09%13F-HRTimeline
Sowell Financial Services LLC17,635$1.08M0.04%+2,48413F-HRTimeline
Alteri Wealth LLC16,980$1.04M0.34%+1,19413F-HRTimeline
Sanctuary Advisors, LLC16,934$1.04M0.01%+3,27413F-HRTimeline
MONECO ADVISORS, LLC16,612$1.02M0.08%-43913F-HRTimeline
Petix & Botte Co16,586$1.01M0.23%+1,98613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,329$1.01M<0.01%-81913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management16,330$998K0.03%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,359$878K0.29%-17613F-HRTimelineGroup
Camelot Portfolios, LLC14,250$871K0.54%-5,27413F-HRTimeline
Fox Financial, Inc13,979$855K0.68%-13513F-HRTimeline
Independent Advisor Alliance12,665$774K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,359$756K0.02%-1,81513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,354$755K<0.01%new13F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.12,273$750K0.28%-7513F-HRTimeline
Emergent Wealth Advisors, LLC11,992$733K0.41%-30113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,793$721K<0.01%-3,79913F-HRTimelineGroup
CAP Partners, LLC11,791$721K0.41%-613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,764$719K<0.01%new13F-HRTimelineGroup
CHANNEL WEALTH LLC11,515$704K0.18%-29713F-HRTimeline
Liberty Atlantic Advisors LLC11,434$699K0.69%13F-HRTimeline
Sigma Planning Corp11,326$692K0.02%+51913F-HRTimeline
Signal Advisors Wealth, LLC11,134$681K0.05%new13F-HRTimeline
Wood Tarver Financial Group, LLC11,064$676K0.19%-1,33413F-HRTimeline
J.W. COLE ADVISORS, INC.10,854$664K0.02%+3,16313F-HRTimeline
FMR LLCin group FMR LLC10,828$662K<0.01%+47113F-HRTimelineGroup
First National Trust Co10,676$653K0.02%-46013F-HRTimeline
ORG Partners LLC10,673$652K0.11%-7,62913F-HRTimeline
LM Advisors LLC37,863$619K11.88%-584,65013F-HRTimeline
Axis Wealth Partners, LLC9,885$604K0.33%+27613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…9,379$592K0.43%-1,95413F-HRTimeline
Ausdal Financial Partners, Inc.9,409$575K0.03%+15813F-HRTimeline
Waldron Private Wealth LLC9,298$568K0.02%-49113F-HRTimeline
TopTier Wealth Management, LLC8,981$549K0.37%13F-HRTimeline
Global Retirement Partners, LLC8,814$539K0.01%-2213F-HRTimeline
Simplicity Wealth,LLC8,635$528K0.03%+4,12513F-HRTimeline
Waverly Advisors, LLC8,543$522K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,385$513K<0.01%+65013F-HRTimelineGroup
VestGen Advisors, LLC8,246$504K0.02%-78,65813F-HRTimeline
SFI Advisors, LLC8,104$495K0.32%+72313F-HRTimeline
Perigon Wealth Management, LLC8,083$494K0.01%-49213F-HRTimeline
OPAL CAPITAL LLC7,739$491K0.12%13F-HRTimeline
Seros Financial, LLC7,904$483K0.28%013F-HRTimeline
Vantus Wealth LLC7,889$482K0.36%13F-HRTimeline
Herold Advisors, Inc.7,590$464K0.1%013F-HRTimeline
Empirical Asset Management, LLC7,439$455K0.13%-1,12813F-HRTimeline
Graney & King, LLC7,296$446K0.26%+1413F-HRTimeline
Vantage Point Financial LLC7,171$438K0.16%new13F-HRTimeline
Advyzon Investment Management, LLC7,164$438K0.05%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,077$433K<0.01%+1,40013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,021$429K0.07%-1313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,966$426K<0.01%-4,22213F-HRTimelineGroup
AlphaStar Capital Management, LLC6,872$420K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,767$414K0.01%+3613F-HRTimelineGroup
EP Wealth Advisors, LLC6,667$408K<0.01%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,665$407K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,656$407K<0.01%-31513F-HRTimelineGroup
Farther Finance Advisors, LLC6,647$406K<0.01%013F-HRTimeline
Atria Investments, Inc6,451$394K<0.01%+20813F-HRTimeline
ACT Advisors, LLC.6,382$390K0.15%-81313F-HRTimeline
truNorth Financial Services, Inc.6,340$388K0.42%13F-HRTimeline
NCM Capital Management, LLC6,251$382K0.14%+113F-HRTimeline
Equity Wealth Partners, LLC6,031$369K0.24%-87713F-HRTimeline
Centennial Advisors, LLC5,989$366K0.48%13F-HRTimeline
Elite Life Management LLC5,587$353K0.57%+50613F-HRTimeline
Ashton Thomas Private Wealth, LLC5,754$352K0.01%-20,10413F-HRTimeline
WESPAC Advisors SoCal, LLC5,525$338K0.07%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,143$314K0.17%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,130$314K<0.01%013F-HRTimelineGroup
United Advisor Group, LLC5,127$313K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,012$306K0.01%-3413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,972$304K<0.01%new13F-HRTimelineGroup
EdgeRock Capital LLC4,965$304K0.08%+513F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,792$293K0.02%-79113F-HRTimeline
White Pine Investment CO4,646$284K0.07%-41,41413F-HRTimeline
SPINNAKER TRUST4,631$283K0.02%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,623$283K0.05%13F-HRTimeline
Steward Partners Investment Advisory, L…4,596$281K<0.01%+1,05313F-HRTimeline
John W. Brooker & Co., CPAs4,574$280K0.5%-84513F-HRTimeline
CWM, LLCin group CWM, LLC4,473$273K<0.01%+10113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC4,305$263K0.03%+1113F-HRTimeline