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Disclosery

OMFL INVESCO EXCH TRD SLF IDX FD

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RUSL 1000 DYNM (fund)

260 managers (264 13F filers) reported a position in OMFL shares at 2026-03-31, 55,510,350 shares in all. 20 filers opened a position and 26 filers sold out during the quarter.

Managers
260
13F filers
264
New
20
Added
82
Reduced
119
Sold out
26
Shares held by filers
55,510,350

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.16,766,265$1.01B0.1%-2,857,18413F-HRTimelineGroup
Balentine LLC5,180,692$311M12.55%-65,40513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,398,927$264M0.02%-61,46013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,711,567$223M0.04%+931,15813F-HRTimelineGroup
LPL Financial LLC2,701,696$162M0.04%-94,40213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,933,177$116M0.01%-270,27713F-HRTimelineGroup
Arizona PSPRS Trust1,643,444$98.8M3.64%+4,01213F-HR/ATimeline
UBS Group AGgroup of 2 filers holding1,150,444$69.2M-21,785Timeline
Independent Advisor Alliance893,617$53.7M0.58%+880,95213F-HRTimeline
Mariner, LLCin group Mariner, LLC843,402$50.7M0.06%-42,48313F-HRTimelineGroup
HBK Sorce Advisory LLC744,720$50.1M1.02%-35,52413F-HRTimeline
Arkadios Wealth Advisors697,082$41.9M0.69%+64,91113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN686,409$41.3M0.01%-25,22713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…620,871$37.7M0.08%-362,82813F-HRTimeline
IHT Wealth Management, LLC620,816$37.3M0.87%+58,73213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC455,990$27.4M0.01%-84,39813F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA439,187$26.4M1.92%-16,06113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management417,916$25.1M0.29%+2,52913F-HRTimelineGroup
DAIDO LIFE INSURANCE CO403,056$24.2M3.57%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC390,020$23.4M2.94%+16,00813F-HRTimeline
Financial Enhancement Group LLC343,898$22.4M2.78%+13,25413F-HRTimeline
Creative Planningin group Creative Planning341,058$20.5M0.01%-11,12313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC337,568$20.3M0.01%-63,55813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding333,616$20.1M+8,055Timeline
Gladstone Institutional Advisory LLC319,597$19.2M0.71%+55,10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP312,154$18.5M0.01%+7,23513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…306,114$18.4M0.2%+178,02313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS303,477$18.2M0.03%-3,69513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC283,384$17M0.42%+3,23213F-HRTimeline
Curry Webb Wealth Management LLC276,426$16.6M7.85%+69,80213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.266,290$16M0.02%-48,45313F-HRTimelineGroup
HighTower Advisors, LLC264,995$15.9M0.02%+224,60613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC262,034$15.8M<0.01%+175,41013F-HRTimelineGroup
Private Advisor Group, LLC260,367$15.7M0.07%+25,38413F-HRTimeline
Daner Wealth Management, LLC225,476$15.1M8.9%-23,55213F-HRTimeline
Clearstead Advisors, LLC251,553$15.1M0.14%new13F-HRTimeline
Integrated Wealth Concepts LLC245,282$14.7M0.12%-3,67713F-HRTimeline
Financial Designs Corp231,466$13.9M7.75%+1613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC196,483$11.8M2.61%-21,27513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,996$9.89M0.01%-27,89913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159,520$9.35M<0.01%-8,48413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…153,629$9.24M0.02%-394,23613F-HRTimeline
Foguth Wealth Management, LLC.125,263$8.58M1%-26,56113F-HRTimeline
ERn Financial, LLC142,431$8.56M1.61%-24,99713F-HRTimeline
Janney Montgomery Scott LLC140,993$8.48M0.02%-40,63313F-HRTimeline
RFG Advisory, LLC135,593$8.15M0.15%new13F-HRTimeline
Solano Wealth Investment Advisors LLC128,750$7.74M3.86%-2,38313F-HRTimeline
Cetera Investment Advisers126,038$7.58M0.01%-27,28513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…125,835$7.57M<0.01%+7,35513F-HRTimelineGroup
Sage Mountain Advisors LLC120,800$7.26M0.51%013F-HRTimeline
Asset Allocation Strategies LLC109,695$6.59M1.17%-19,34913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC109,448$6.58M0.01%-26913F-HRTimeline
PAX Financial Group, LLC94,797$5.7M0.97%-31,00413F-HRTimeline
Avestar Capital, LLC92,090$5.54M0.38%+2,19113F-HRTimeline
WCG Wealth Advisors LLC89,365$5.37M0.15%-18,45413F-HRTimeline
Quantinno Capital Management LP88,462$5.32M0.01%-15,55113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…84,992$5.11M0.09%-25813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,376$4.59M<0.01%-27,70013F-HR/ATimelineGroup
MGO ONE SEVEN LLC69,144$4.16M0.08%-6,34013F-HRTimeline
Gateway Wealth Partners, LLC67,876$4.08M0.16%new13F-HRTimeline
Centerpoint Advisory Group65,966$3.97M2.99%-67713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,129$3.86M<0.01%-21,80613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC63,637$3.83M0.01%-9,98513F-HRTimeline
Perennial Investment Advisors, LLC62,767$3.77M0.3%-5,20013F-HRTimeline
Arete Wealth Advisors, LLC62,620$3.76M0.28%-61,88913F-HR/ATimeline
Dynamic Advisor Solutions LLC62,527$3.76M0.12%+5813F-HRTimeline
RPg Family Wealth Advisory, LLC62,197$3.74M0.78%-2,34913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC61,483$3.7M0.62%-834,62913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,659$3.65M0.02%-81013F-HRTimelineGroup
Triad Wealth Partners, LLC56,407$3.39M0.27%+14,54113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC55,784$3.35M<0.01%-28813F-HRTimelineGroup
TD Waterhouse Canada Inc.50,748$3.08M0.01%+9,71713F-HRTimeline
Proactive Wealth Strategies LLC50,069$3.01M0.57%+25,21113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC49,601$2.98M<0.01%+37,80813F-HRTimelineGroup
Advocacy Wealth Management, LLC49,298$2.96M0.13%013F-HRTimeline
Keating Financial Advisory Services, In…46,950$2.82M0.46%+23,48713F-HRTimeline
IFP Advisors, Inc46,386$2.79M0.06%+13,52013F-HRTimeline
&PARTNERS43,158$2.59M0.01%-9,14013F-HRTimeline
Selby Wealth Management, LLC42,628$2.56M1.01%-1,15813F-HRTimeline
Kingsview Wealth Management, LLC42,500$2.56M0.03%-3,33613F-HRTimeline
Merit Financial Group, LLC42,342$2.55M0.02%-9,23013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC41,828$2.51M1.47%+21713F-HRTimeline
COZAD ASSET MANAGEMENT INC38,914$2.34M0.18%-1,24513F-HRTimeline
Retirement Planning Group, LLC38,044$2.29M0.07%-3,37813F-HRTimeline
SteelPeak Wealth, LLC35,754$2.15M0.07%-74713F-HRTimeline
Valued Retirements, Inc.35,523$2.14M2.09%013F-HRTimeline
AlphaCore Capital LLC34,407$2.07M0.05%+8413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,027$2.05M0.07%-36,61313F-HRTimeline
Goldstone Financial Group, LLC32,471$1.95M0.21%-1,42513F-HRTimeline
Colonial River Investments, LLC32,014$1.92M0.69%+1,39213F-HRTimeline
Sequent Planning LLC31,978$1.92M0.46%-45413F-HRTimeline
Apella Capital, LLC27,478$1.79M0.03%-1,44813F-HRTimeline
Western Wealth Management, LLC29,579$1.78M0.07%+1,88913F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,124$1.75M-3,245Timeline
Farther Finance Advisors, LLC28,569$1.73M0.02%+21,92213F-HRTimeline
Milestone Investment Advisors LLC26,645$1.6M0.39%-1,04713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC26,388$1.59M1.17%+25913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,962$1.56M0.03%-7,24613F-HRTimelineGroup
Archford Capital Strategies, LLC24,618$1.48M0.17%-91313F-HRTimeline
Longview Financial Advisors, Inc.24,355$1.46M0.89%-22513F-HRTimeline
Atlas Legacy Advisors, LLC23,376$1.41M0.26%-4,38413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,766$1.37M<0.01%-2,33213F-HRTimelineGroup
NewEdge Advisors, LLC22,023$1.32M<0.01%-2,70113F-HR/ATimeline
Elevation Capital Advisory, LLC21,728$1.31M0.56%-82913F-HRTimeline
CIBC WORLD MARKET INC.21,303$1.28M<0.01%-3,19513F-HRTimeline
Sanctuary Advisors, LLC20,243$1.22M0.01%+3,30913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,007$1.2M0.02%-9,08413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,272$1.16M<0.01%-1,70513F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY19,048$1.15M0.74%-2,35913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,852$1.13M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC17,687$1.06M0.03%-33,35213F-HRTimeline
Rooted Wealth Advisors, Inc.15,790$1.03M0.27%-8,75313F-HRTimeline
MONECO ADVISORS, LLC16,578$997K0.08%-3413F-HRTimeline
HB Wealth Management, LLC16,364$984K0.01%+13,06213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,330$982K0.03%013F-HRTimelineGroup
Sowell Financial Services LLC16,317$981K0.04%-1,31813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,146$971K0.35%+1,78713F-HR/ATimelineGroup
ORBA Wealth Advisors, L.L.C.15,600$938K1.12%-4,64813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,325$921K<0.01%-1,00413F-HRTimelineGroup
Alteri Wealth LLC14,292$859K0.28%-2,68813F-HRTimeline
SHP Wealth Management14,270$858K0.06%-4,11013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,798$830K0.02%+1,43913F-HRTimelineGroup
Fox Financial, Inc13,719$825K0.67%-26013F-HRTimeline
Williams & Novak Wealth Management, LLC13,367$811K0.61%new13F-HRTimeline
Signal Advisors Wealth, LLC13,210$794K0.05%+2,07613F-HRTimeline
WealthPlan Investment Management, LLC12,885$775K0.04%new13F-HRTimeline
PFG Advisors12,851$773K0.04%-17,34813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,841$772K0.13%+8,21813F-HRTimeline
CHANNEL WEALTH LLC12,515$752K0.18%+1,00013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.11,841$712K0.27%-43213F-HRTimeline
J.W. COLE ADVISORS, INC.11,832$711K0.02%+97813F-HRTimeline
CAP Partners, LLC11,772$708K0.4%-1913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,174$672K<0.01%-59013F-HRTimelineGroup
Sigma Planning Corp11,131$669K0.02%-19513F-HRTimeline
FMR LLCin group FMR LLC11,120$669K<0.01%+29213F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…9,379$626K0.39%013F-HRTimeline
Wood Tarver Financial Group, LLC10,385$624K0.17%-67913F-HRTimeline
Axis Wealth Partners, LLC10,378$624K0.33%+49313F-HRTimeline
Liberty Atlantic Advisors LLC10,327$621K0.53%-1,10713F-HRTimeline
LM Advisors LLC35,725$595K9.89%-2,13813F-HRTimeline
HARBOUR INVESTMENTS, INC.9,453$568K0.01%+8,54513F-HRTimeline
Waldron Private Wealth LLC9,298$559K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.9,276$558K0.02%-13313F-HRTimeline
Qube Research & Technologies Ltd9,092$547K<0.01%-24,50713F-HRTimeline
TopTier Wealth Management, LLC8,973$539K0.33%-813F-HRTimeline
Atria Investments, Inc8,744$526K0.01%+2,29313F-HRTimeline
Simplicity Wealth,LLC8,737$525K0.03%+10213F-HRTimeline
Waverly Advisors, LLC8,543$514K<0.01%013F-HRTimeline
Advyzon Investment Management, LLC8,467$509K0.05%+1,30313F-HRTimeline
Petix & Botte Co8,451$508K0.11%-8,13513F-HRTimeline
Perigon Wealth Management, LLC8,106$487K0.01%+2313F-HRTimeline
Empirical Asset Management, LLC7,603$457K0.12%+16413F-HRTimeline
Herold Advisors, Inc.7,590$456K0.1%013F-HRTimeline
Vantage Point Financial LLC7,495$451K0.16%+32413F-HRTimeline
Elite Life Management LLC6,517$439K0.55%+93013F-HRTimeline
Graney & King, LLC7,174$431K0.23%-12213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,037$423K0.03%+1613F-HRTimelineGroup
AlphaStar Capital Management, LLC6,951$418K0.03%+7913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,877$413K<0.01%-20013F-HRTimelineGroup
EP Wealth Advisors, LLC6,758$406K<0.01%+9113F-HRTimeline
First National Trust Co6,720$404K0.01%-3,95613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,656$400K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,665$400K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,499$391K<0.01%-46713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,450$388K<0.01%-1,93513F-HRTimelineGroup
ACT Advisors, LLC.6,297$379K0.16%-8513F-HRTimeline
NCM Capital Management, LLC6,251$376K0.13%013F-HRTimeline
truNorth Financial Services, Inc.6,215$374K0.39%-12513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.6,172$371K<0.01%+1,20013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,132$369K<0.01%+1,53613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,699$343K0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,674$341K<0.01%-1,09313F-HRTimelineGroup
Equity Wealth Partners, LLC5,610$337K0.22%-42113F-HRTimeline
WESPAC Advisors SoCal, LLC5,525$332K0.07%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,470$329K0.01%-28413F-HRTimeline
WELLINGTON-ALTUS USA INC.4,660$319K0.19%+2,96013F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,154$310K0.17%+1113F-HRTimeline
CWM, LLCin group CWM, LLC5,039$303K<0.01%+56613F-HRTimelineGroup
United Advisor Group, LLC5,003$301K0.04%-12413F-HRTimeline
EdgeRock Capital LLC4,971$299K0.08%+613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,870$293K<0.01%+2,07513F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…4,841$291K0.09%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,804$289K0.02%+1213F-HRTimeline
SPINNAKER TRUST4,631$278K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,571$275K<0.01%-24,91113F-HRTimelineGroup
John W. Brooker & Co., CPAs4,468$269K0.42%-10613F-HRTimeline
HBW ADVISORY SERVICES LLC4,316$259K0.03%+1113F-HRTimeline
Advisory Services Network, LLC4,270$257K<0.01%+113F-HRTimeline
TWO SIGMA SECURITIES, LLC4,252$256K0.03%new13F-HRTimeline
Beacon Wealthcare LLC4,210$253K0.09%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC4,208$253K0.05%-3213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,175$251K0.01%-83713F-HRTimeline
First Command Advisory Services, Inc.4,068$245K<0.01%-9813F-HRTimeline
Robertson Stephens Wealth Management, L…4,036$243K0.01%-2513F-HRTimeline
VestGen Advisors, LLC3,368$226K0.01%-4,87813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,688$222K0.08%-19413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,672$221K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,566$214K<0.01%-22413F-HRTimelineGroup
San Luis Wealth Advisors LLC3,557$214K0.04%-102,49313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,501$210K<0.01%013F-HRTimelineGroup