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Disclosery

OMFS INVESCO EXCH TRD SLF IDX FD

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RUSL 2000 DYNM (fund)

55 managers (55 13F filers) reported a position in OMFS shares at 2026-03-31, 4,839,244 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
55
13F filers
55
New
6
Added
16
Reduced
22
Sold out
6
Shares held by filers
4,839,244

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.1,443,644$65.3M0.01%-3,75113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp841,091$38.1M0.01%-257,91213F-HRTimelineGroup
LPL Financial LLC723,914$32.8M0.01%-63,79613F-HRTimeline
First Command Advisory Services, Inc.475,064$21.5M0.14%-3,46013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.440,895$20M0.3%+24,29013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,006$8.1M<0.01%+13,70113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/122,527$5.55M<0.01%-1,70513F-HRTimelineGroup
Solano Wealth Investment Advisors LLC95,185$4.31M2.15%-2,34713F-HRTimeline
UBS Group AGin group UBS Group AG61,049$2.76M<0.01%-13,84313F-HRTimelineGroup
IHT Wealth Management, LLC59,758$2.7M0.06%-2,13413F-HRTimeline
Empirical Asset Management, LLC34,040$1.54M0.41%-95913F-HRTimeline
Proactive Wealth Strategies LLC31,661$1.43M0.27%+15,78013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,138$1.41M<0.01%+67813F-HRTimeline
Cetera Investment Advisers24,911$1.13M<0.01%-1,00213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,154$1.05M<0.01%+5,86113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,206$1M<0.01%+17,89413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,617$933K<0.01%-1,06513F-HRTimeline
Brooklyn Investment Group20,036$907K0.03%+4,35613F-HRTimeline
Private Advisor Group, LLC19,920$902K<0.01%+11,39113F-HRTimeline
MGO ONE SEVEN LLC16,086$728K0.01%-43713F-HRTimeline
Graney & King, LLC12,902$584K0.31%+2513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,723$576K<0.01%-1,31513F-HR/ATimelineGroup
ERn Financial, LLC12,612$571K0.11%+713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,253$509K<0.01%-1,06213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,210$499K<0.01%+1,48413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,877$492K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,557$478K<0.01%-15013F-HRTimelineGroup
Independent Advisor Alliance10,014$453K<0.01%new13F-HRTimeline
Apella Capital, LLC8,557$425K0.01%-93213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,001$362K<0.01%-1,43213F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC7,500$339K0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,149$327K<0.01%-17,44913F-HRTimeline
NewEdge Advisors, LLC5,000$226K<0.01%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,978$225K<0.01%-29313F-HRTimelineGroup
Traction Financial Partners, LLC4,639$210K0.13%-1,16913F-HRTimeline
Richmond Investment Services, LLC4,476$203K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,452$202K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners2,356$107K<0.01%+713F-HRTimeline
AMERIFLEX GROUP, INC.1,138$51.5K0.03%+3613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO986$43.4K<0.01%+32213F-HR/ATimelineGroup
Farther Finance Advisors, LLC717$32.6K<0.01%+2713F-HRTimeline
PRIVATE TRUST CO NA209$9.46K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC208$9.41K<0.01%-30913F-HRTimelineGroup
FMR LLCin group FMR LLC204$9.25K<0.01%-613F-HRTimelineGroup
Allworth Financial LP202$9.13K<0.01%+113F-HRTimeline
IAG Wealth Partners, LLC104$4.71K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69$3.12K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC50$2.26K<0.01%013F-HRTimeline
MCF Advisors LLC39$1.77K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.39$1.76K<0.01%013F-HRTimeline
Abound Wealth Management35$1.58K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC28$1.27K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27$1.21K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC17$770<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC14$614<0.01%013F-HRTimeline