Who Owns INVESCO EXCH TRD SLF IDX FD (OMFL)? -- Institutional Holders (2026-06-30)

129 institutions reported holding $597.9M of INVESCO EXCH TRD SLF IDX FD (OMFL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Arizona PSPRS Trust ($112.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($43.3M), Cambridge Investment Research Advisors, Inc. ($30.5M), Brookstone Capital Management ($28.6M), BALDWIN WEALTH PARTNERS LLC/MA ($28.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Arizona PSPRS Trust$112.9M1.6MAdded
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$43.3M626,158Added
3Cambridge Investment Research Advisors, Inc.$30.5M445,616Added
4Brookstone Capital Management$28.6M417,609Trimmed
5BALDWIN WEALTH PARTNERS LLC/MA$28.3M412,246Trimmed
6Kestra Advisory Services, LLC$28.2M410,945Added
7ASHTON THOMAS SECURITIES, LLC$27.9M406,570Added
8Financial Enhancement Group LLC$25.1M365,652Added
9ENVESTNET ASSET MANAGEMENT INC$25.0M365,270Added
10Concurrent Investment Advisors, LLC$24.7M359,730Added
11Gladstone Institutional Advisory LLC$21.4M312,508Trimmed
12Private Advisor Group, LLC$18.6M271,293Added
13Financial Designs Corp$15.6M227,556Trimmed
14Foguth Wealth Management, LLC.$14.2M206,683Added
15WALLER FINANCIAL PLANNING GROUP, INC$12.5M182,037Trimmed
16TRUIST FINANCIAL CORP$11.1M161,739Added
17ERn Financial, LLC$9.2M133,689Trimmed
18Solano Wealth Investment Advisors LLC$8.7M127,571Trimmed
19COMMONWEALTH EQUITY SERVICES, LLC$7.3M106,487Trimmed
20Avestar Capital, LLC$6.7M97,315Added
21MGO ONE SEVEN LLC$4.9M72,011Added
22Centerpoint Advisory Group$4.5M65,197Trimmed
23RPg Family Wealth Advisory, LLC$4.3M62,586Added
24RFG Advisory, LLC$4.1M59,704Trimmed
25Dynamic Advisor Solutions LLC$3.9M56,860Trimmed

Source: SEC Form 13F filings · as of 2026-06-30