OMFS

Invesco RSL 2000 Dyn MLTFCTRETF
UnclassifiedUSCUSIP 46138J593◍ Confluence graph
Tracked 13F Holders
58
-21 QoQ
13F Value (tracked)
$139.3M
13F Moves · latest Q
11 added
6 trimmed
Recent Filings
0

Who owns OMFS?

58 tracked 13F filers

58 tracked 13F filers disclose a position in OMFS as of the latest SEC 13F filings, a combined $139.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Bank of New York Mellon Corp
$38.1M
841K
−23%
Reduced · −258K sh
Q1 2026
2LPL Financial LLC
$32.8M
724K
−8.1%
Reduced · −64K sh
Q1 2026
3First Command Advisory Services, Inc.
$21.5M
475K
−0.7%
Reduced · −3K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$8.1M
179K
+8.3%
Added · +14K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$5.5M
123K
−1.4%
Reduced · −2K sh
Q1 2026
6Solano Wealth Investment Advisors LLC
$5.1M
95K
−0.5%
Reduced · −464 sh
Q2 2026
7IHT Wealth Management, LLC
$3.6M
67K
+13%
Added · +8K sh
Q2 2026
8UBS Group AG
$2.8M
61K
−18%
Reduced · −14K sh
Q1 2026
9Empirical Asset Management, LLC
$1.9M
35K
+3.8%
Added · +1K sh
Q2 2026
10Proactive Wealth Strategies LLC
$1.7M
32K
+0.3%
Added · +104 sh
Q2 2026
11COMMONWEALTH EQUITY SERVICES, LLC
$1.4M
31K
+2.2%
Added · +678 sh
Q1 2026
12&PARTNERS
$1.5M
28K
New
+28K sh
Q2 2026
13Cetera Investment Advisers
$1.1M
25K
−3.9%
Reduced · −1K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$1.0M
23K
+34%
Added · +6K sh
Q1 2026
15ROYAL BANK OF CANADA
$1.0M
22K
+415%
Added · +18K sh
Q1 2026
16MML INVESTORS SERVICES, LLC
$1.1M
21K
+3.8%
Added · +789 sh
Q2 2026
17Private Advisor Group, LLC
$1.1M
21K
+3.0%
Added · +599 sh
Q2 2026
18QRG CAPITAL MANAGEMENT, INC.
$1.1M
20K
New
+20K sh
Q2 2026
19Brooklyn Investment Group
$907K
20K
+28%
Added · +4K sh
Q1 2026
20MGO ONE SEVEN LLC
$853K
16K
−0.6%
Reduced · −92 sh
Q2 2026
21Graney & King, LLC
$690K
13K
+0.2%
Added · +26 sh
Q2 2026
22ERn Financial, LLC
$681K
13K
+1.2%
Added · +152 sh
Q2 2026
23WELLS FARGO & COMPANY/MN
$576K
13K
−9.4%
Reduced · −1K sh
Q1 2026
24OSAIC HOLDINGS, INC.
$509K
11K
−8.6%
Reduced · −1K sh
Q1 2026
25Equitable Holdings, Inc.
$583K
11K
−2.5%
Reduced · −285 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is OMFS being bought or sold by institutions?

Last quarter, 3 funds opened a new position in OMFS and 8 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
8
funds
Reduced
6
funds
Exited
0
funds

Funds that own OMFS also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV21 funds$8.0B
APPLE INCAAPL21 funds$4.3B
NVIDIA CORPNVDA21 funds$4.3B
AMAZON.COM INCAMZN21 funds$2.4B
VANGUARD S&P 500 ETFVOO21 funds$2.1B
ALPHABET INC-CL CGOOG21 funds$1.7B
SS SPDR S&P 500 ETF TRUST-USSPY21 funds$1.2B
VANGUARD TOTAL STOCK MKT ETFVTI21 funds$968.9M
TESLA INCTSLA21 funds$686.4M
WALMART INCWMT21 funds$653.8M
VANGUARD SMALL-CAP ETFVB21 funds$354.7M
MICROSOFT CORPMSFT20 funds$2.6B

Ranked by how many of OMFS's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

31 funds-12 since Q3 2024
02958Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $22.3M

Share classes

Class13F holdersValue held
BSCRmc373 funds$3.4B
BSCSmc370 funds$2.4B
BSCQmc368 funds$2.9B
BSCTmc328 funds$1.9B
BSCUmc283 funds$1.9B
OMFLmc246 funds$2.4B
BSCVmc212 funds$1.2B
BSJQmc169 funds$635.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for OMFS

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Ask your agent what changed in OMFS

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OMFS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OMFS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OMFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.