13F Insight
DOSSIER · 13F Holders · Q2 2026
OMFS

INVESCO EXCH TRD SLF IDX FD

66 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 46138J593·66 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$240M
visible holders
Holders
66
filers reporting
Concentration
27.37%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported OMFS in Q2 2026. Invesco Ltd. leads at 27.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$66M1.2M0.01%Q2 202602
Bank of New York Mellon Corp
CIK 0001390777
$45M845K0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$39M736K0.01%Q2 202604
First Command Advisory Services, Inc.
CIK 0001727336
$22M416K0.13%Q2 202605
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$20M441K0.30%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M186K0.00%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M120K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M119K0.00%Q2 202609
Solano Wealth Investment Advisors LLC
CIK 0002049179
$5M95K2.30%Q2 202610
IHT Wealth Management, LLC
CIK 0001697490
$4M67K0.08%Q2 202611
UBS Group AG
CIK 0001610520
$3M58K0.00%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$2M37K0.00%Q2 202613
Empirical Asset Management, LLC
CIK 0001926596
$2M35K0.42%Q2 202614
Proactive Wealth Strategies LLC
CIK 0002043129
$2M32K0.27%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M31K0.00%Q2 202616
&PARTNERS
CIK 0000107136
$2M28K0.01%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$1M26K0.00%Q2 202618
Nuveen, LLC
CIK 0001871926
$1M24K0.00%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M21K0.00%Q2 202620
Good Life Advisors, LLC
CIK 0001696260
$1M28K0.07%Q2 2025
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