13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
OMFL

INVESCO EXCH TRD SLF IDX FD

280 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·280 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.7%
vs prior quarter
13F value held
$2.7B
62.0% inst. owned
of float
Holders
280
+120 QoQ
filers reporting
Activity
+91 / −62
+988 added · −832 reduced
this quarter
Concentration
37.46%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

280 institutions reported OMFL in Q1 2026. Invesco Ltd. leads at 37.5% of the visible book. +120 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$1.0B16.8M0.15%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
$99M1.6M3.64%Q1 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
Arkadios Wealth Advisors
CIK 0001800798
$42M697K0.68%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$41M686K0.01%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$38M621K0.08%Q1 202615
IHT Wealth Management, LLC
CIK 0001697490
$37M621K0.87%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M456K0.01%Q1 202617
BALDWIN WEALTH PARTNERS LLC/MA
CIK 0001021258
$26M439K1.92%Q1 202618
Brookstone Capital Management
CIK 0001599584
$25M418K0.29%Q1 202619
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$23M390K2.94%Q1 202620
Financial Enhancement Group LLC
CIK 0001641438
$22M344K2.77%Q1 2026
Page 1 of 14
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