13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
OMFL

INVESCO EXCH TRD SLF IDX FD

295 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J619·Exchange Traded Fund·295 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.9B
visible holders
Holders
295
filers reporting
Concentration
34.97%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

295 institutions reported OMFL in Q2 2026. Invesco Ltd. leads at 35.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$1.0B15.0M0.08%Q2 202602
Balentine LLC
CIK 0001586678
$358M5.2M12.72%Q2 202603
MORGAN STANLEY
CIK 0000895421
$278M4.1M0.01%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$257M3.8M0.04%Q2 202605
LPL Financial LLC
CIK 0001403438
$181M2.6M0.04%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$116M1.7M0.01%Q2 202607
Arizona PSPRS Trust
CIK 0001565332
$113M1.6M4.21%Q2 202608
CI INVESTMENTS INC.
CIK 0001163648
$91M1.3M0.29%Q2 202609
UBS Group AG
CIK 0001610520
$81M1.2M0.01%Q2 202610
Mariner, LLC
CIK 0001373442
$54M787K0.06%Q2 202611
Arkadios Wealth Advisors
CIK 0001800798
$53M768K0.80%Q2 202612
HBK Sorce Advisory LLC
CIK 0001379995
$51M722K0.97%Q2 202613
IHT Wealth Management, LLC
CIK 0001697490
$49M717K1.05%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M651K0.01%Q2 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$43M626K0.07%Q2 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$32M462K0.15%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M436K0.01%Q2 202618
Brookstone Capital Management
CIK 0001599584
$29M418K0.29%Q2 202619
BALDWIN WEALTH PARTNERS LLC/MA
CIK 0001021258
$28M412K1.85%Q2 202620
Kestra Advisory Services, LLC
CIK 0001830819
$28M411K0.09%Q2 2026
Page 1 of 15
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