Who Owns INV RUSS1000 DYN MUL ETF (OMFL)? -- Institutional Holders (2026-06-30)

289 institutions reported holding $3.76B of INV RUSS1000 DYN MUL ETF (OMFL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($1.03B), Balentine LLC ($357.8M), MORGAN STANLEY ($277.9M), Bank of New York Mellon Corp ($257.1M), LPL Financial LLC ($181.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$1.03B15.0MTrimmed
2Balentine LLC$357.8M5.2MAdded
3MORGAN STANLEY$277.9M4.1MTrimmed
4Bank of New York Mellon Corp$257.1M3.8MAdded
5LPL Financial LLC$181.3M2.6MTrimmed
6BANK OF AMERICA CORP /DE/$115.7M1.7MTrimmed
7Arizona PSPRS Trust$112.9M1.6MAdded
8CI INVESTMENTS INC.$90.9M1.3MNew
9UBS Group AG$81.0M1.2MAdded
10Mariner, LLC$53.9M786,924Trimmed
11Arkadios Wealth Advisors$52.7M768,374Added
12HBK Sorce Advisory LLC$51.1M721,672Trimmed
13IHT Wealth Management, LLC$49.1M716,998Added
14WELLS FARGO & COMPANY/MN$44.6M651,000Trimmed
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$43.3M626,158Added
16LM Advisors LLC$39.3M574,567Added
17RAYMOND JAMES FINANCIAL INC$29.9M435,760Trimmed
18Brookstone Capital Management$28.6M417,609Trimmed
19BALDWIN WEALTH PARTNERS LLC/MA$28.3M412,246Trimmed
20Kestra Advisory Services, LLC$28.2M410,945Added
21ASHTON THOMAS SECURITIES, LLC$27.9M406,570Added
22DAIDO LIFE INSURANCE CO$27.6M403,056Hold
23Financial Enhancement Group LLC$25.1M365,652Added
24ENVESTNET ASSET MANAGEMENT INC$25.0M365,270Added
25Concurrent Investment Advisors, LLC$24.7M359,730Added

来源：SEC 13F 申报文件 · 截至 2026-06-30