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Invesco RSL 2000 DYN Mltfctr (OMFS)

CUSIP: 46138J593 | NYSE | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst Command Advisory Services, Inc.21,503,7567.8%New 5%+ stakeAug 31, 202662d ahead of 13F (416,274 sh) · +21,087,482
13GFirst Command Advisory Services, Inc.21,503,756
7.8% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (416,274 sh) · +21,087,482

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC32,162
0.0% of portfolio›$1.6M
MGO One Seven LLC15,880
0.0% of portfolio›$783.5K
ERn Financial, LLC11,616
0.1% of portfolio›$573.1K
Apella Capital, LLC7,747
0.0% of portfolio›$381.9K
Wealth Enhancement Advisory Services, LLC6,125
0.0% of portfolio›$303.2K
Concurrent Investment Advisors, LLC5,348
0.0% of portfolio›$263.9K
Assetmark, Inc2,050
0.0% of portfolio›$101.1K
Farther Finance Advisors, LLC717
0.0% of portfolio›$35.4K
Rydar Equities, Inc.369
0.0% of portfolio›$18.2K
Concord Wealth Partners366
0.0% of portfolio›$18.1K
Allspring Global Investments Holdings, LLC265
0.0% of portfolio›$13.3K
Birchbrook, Inc.228
0.0% of portfolio›$11.2K
Private Trust Co NA209
0.0% of portfolio›$10.3K
EverSource Wealth Advisors, LLC25
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
32,162$1.6M0.0%ETFLowWaltham, MA2026-11-02
MGO One Seven LLC
15,880$783.5K0.0%GrowthLowBeachwood, OH2026-10-28
ERn Financial, LLC
11,616$573.1K0.1%ETFVery LowMiddleton, WI2026-10-28
Apella Capital, LLC
7,747$381.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Wealth Enhancement Advisory Services, LLC
6,125$303.2K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
5,348$263.9K0.0%GrowthMediumTampa, FL2026-10-16
Assetmark, Inc
2,050$101.1K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
717$35.4K0.0%IndexLowSan Francisco, CA2026-10-08
Rydar Equities, Inc.
369$18.2K0.0%CoreVery LowWeatherford, TX2026-10-13
Concord Wealth Partners
366$18.1K0.0%GrowthLowAbingdon, VA2026-11-02
Allspring Global Investments Holdings, LLC
265$13.3K0.0%CoreMediumCharlotte, NC2026-11-04
Birchbrook, Inc.
228$11.2K0.0%ETFLowBangor, ME2026-10-14
Private Trust Co NA
209$10.3K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
25$1.2K0.0%CoreMediumBirmingham, AL2026-11-04