21 institutions reported holding $18.2M of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($6.4M), Solano Wealth Investment Advisors LLC ($5.1M), COMMONWEALTH EQUITY SERVICES, LLC ($1.7M), Private Advisor Group, LLC ($1.1M), QRG CAPITAL MANAGEMENT, INC. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 119,892 | Added |
| 2 | Solano Wealth Investment Advisors LLC | $5.1M | 94,721 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 31,121 | Trimmed |
| 4 | Private Advisor Group, LLC | $1.1M | 20,519 | Added |
| 5 | QRG CAPITAL MANAGEMENT, INC. | $1.1M | 20,356 | New |
| 6 | MGO ONE SEVEN LLC | $853,094 | 15,994 | Trimmed |
| 7 | ERn Financial, LLC | $680,816 | 12,764 | Added |
| 8 | Apella Capital, LLC | $422,900 | 7,987 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $329,130 | 6,221 | Trimmed |
| 10 | ORRSTOWN FINANCIAL SERVICES INC | $266,700 | 5,000 | Trimmed |
| 11 | Concurrent Investment Advisors, LLC | $265,759 | 4,982 | Added |
| 12 | Farther Finance Advisors, LLC | $38,240 | 717 | Hold |
| 13 | Concord Wealth Partners | $19,522 | 366 | New |
| 14 | BIRCHBROOK, INC. | $12,162 | 228 | New |
| 15 | PRIVATE TRUST CO NA | $11,148 | 209 | Hold |
| 16 | WOLFF WIESE MAGANA LLC | $1,494 | 28 | Hold |
| 17 | EverSource Wealth Advisors, LLC | $1,426 | 27 | Hold |
| 18 | Blue Trust, Inc. | $1,173 | 22 | New |
| 19 | AE Wealth Management LLC | $373 | 7 | Trimmed |
| 20 | Abound Wealth Management | $0 | 0 | Exited |
| 21 | Richmond Investment Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30