13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
OMFL

INVESCO EXCH TRD SLF IDX FD

286 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J619·Exchange Traded Fund·286 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
286
filers reporting
Concentration
37.06%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

286 institutions reported OMFL in Q1 2026. Invesco Ltd. leads at 37.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$1.0B16.8M0.10%Q1 202602
Balentine LLC
CIK 0001586678
$311M5.2M12.55%Q1 202603
MORGAN STANLEY
CIK 0000895421
$264M4.4M0.02%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$223M3.7M0.04%Q1 202605
LPL Financial LLC
CIK 0001403438
$162M2.7M0.04%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$116M1.9M0.01%Q1 202607
Arizona PSPRS Trust
CIK 0001565332
$113M1.6M4.21%Q2 202608
UBS Group AG
CIK 0001610520
$69M1.1M0.01%Q1 202609
Independent Advisor Alliance
CIK 0001696899
$54M894K0.58%Q1 202610
Mariner, LLC
CIK 0001373442
$51M843K0.06%Q1 202611
HBK Sorce Advisory LLC
CIK 0001379995
$50M745K0.99%Q1 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$43M626K0.07%Q2 202613
Arkadios Wealth Advisors
CIK 0001800798
$42M697K0.68%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$41M686K0.01%Q1 202615
IHT Wealth Management, LLC
CIK 0001697490
$37M621K0.87%Q1 202616
Brookstone Capital Management
CIK 0001599584
$29M418K0.29%Q2 202617
BALDWIN WEALTH PARTNERS LLC/MA
CIK 0001021258
$28M412K1.85%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M456K0.01%Q1 202619
Financial Enhancement Group LLC
CIK 0001641438
$25M366K2.99%Q2 202620
DAIDO LIFE INSURANCE CO
CIK 0001173460
$24M403K3.57%Q1 2026
Page 1 of 15
266 more holders available. Log in →