Invesco RSL 2000 DYN Mltfctr (OMFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

INCREASED

Shares863,623 from 844,682

Change+18,941 (+2%)

Value$42.6M (-$2.4M)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares32,162 from 31,121

Change+1,041 (+3%)

Value$1.6M (-$73.2K)

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares15,880 from 15,994

Change-114 (-1%)

Value$783.5K (-$69.6K)

Filed 2026-10-28

ERn Financial, LLC

DECREASED

Shares11,616 from 12,764

Change-1,148 (-9%)

Value$573.1K (-$107.7K)

Filed 2026-10-28

Apella Capital, LLC

DECREASED

Shares7,747 from 7,987

Change-240 (-3%)

Value$381.9K (-$41.0K)

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares6,125 from 6,221

Change-96 (-2%)

Value$303.2K (-$25.9K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

INCREASED

Shares5,348 from 4,982

Change+366 (+7%)

Value$263.9K (-$1.9K)

Filed 2026-10-16

Assetmark, Inc

NEW

Shares2,050

Change+2,050

Value$101.1K

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares717 from 717

Change0 (0%)

Value$35.4K (-$2.9K)

Filed 2026-10-08

Rydar Equities, Inc.

NEW

Shares369

Change+369

Value$18.2K

Filed 2026-10-13

Concord Wealth Partners

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$18.1K (-$1.5K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

UNCHANGED

Shares265 from 265

Change0 (0%)

Value$13.3K (-$825)

Filed 2026-11-04

Birchbrook, Inc.

UNCHANGED

Shares228 from 228

Change0 (0%)

Value$11.2K (-$913)

Filed 2026-10-14

Private Trust Co NA

UNCHANGED

Shares209 from 209

Change0 (0%)

Value$10.3K (-$836)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares25 from 27

Change-2 (-7%)

Value$1.2K (-$200)

Filed 2026-11-04

Orrstown Financial Services Inc

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$266.7K)

Filed 2026-10-14

Wolff Wiese Magana LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-15

Blue Trust, Inc.

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-15

Invesco Ltd.

N/A

Shares— from 1,233,392

Change-1,233,392 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 736,224

Change-736,224 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 461,752

Change-461,752 (-100%)

Value—

First Command Advisory Services, Inc.

N/A

Shares— from 416,274

Change-416,274 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 185,982

Change-185,982 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 119,892

Change-119,892 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 119,373

Change-119,373 (-100%)

Value—

Solano Wealth Investment Advisors LLC

N/A

Shares— from 94,721

Change-94,721 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 67,380

Change-67,380 (-100%)

Value—

UBS Group AG

N/A

Shares— from 58,343

Change-58,343 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 36,598

Change-36,598 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 35,343

Change-35,343 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 31,765

Change-31,765 (-100%)

Value—

&partners

N/A

Shares— from 28,405

Change-28,405 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 26,474

Change-26,474 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 23,884

Change-23,884 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 21,406

Change-21,406 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 20,519

Change-20,519 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 20,356

Change-20,356 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,136

Change-17,136 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 12,928

Change-12,928 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,811

Change-11,811 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 11,463

Change-11,463 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 10,925

Change-10,925 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,572

Change-10,572 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 7,647

Change-7,647 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 6,527

Change-6,527 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Traction Financial Partners, LLC

N/A

Shares— from 4,639

Change-4,639 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,487

Change-2,487 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,265

Change-1,265 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 1,138

Change-1,138 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,091

Change-1,091 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 960

Change-960 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 365

Change-365 (-100%)

Value—

FMR LLC

N/A

Shares— from 283

Change-283 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 202

Change-202 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 152

Change-152 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 82

Change-82 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	863,623	844,682	+18,941	+2%	$45.1M	$42.6M	-$2.4M	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	32,162	31,121	+1,041	+3%	$1.7M	$1.6M	-$73.2K	2026-11-02
MGO One Seven LLC	DECREASED	15,880	15,994	-114	-1%	$853.1K	$783.5K	-$69.6K	2026-10-28
ERn Financial, LLC	DECREASED	11,616	12,764	-1,148	-9%	$680.8K	$573.1K	-$107.7K	2026-10-28
Apella Capital, LLC	DECREASED	7,747	7,987	-240	-3%	$422.9K	$381.9K	-$41.0K	2026-10-08
Wealth Enhancement Advisory Services, LLC	DECREASED	6,125	6,221	-96	-2%	$329.1K	$303.2K	-$25.9K	2026-10-13
Concurrent Investment Advisors, LLC	INCREASED	5,348	4,982	+366	+7%	$265.8K	$263.9K	-$1.9K	2026-10-16
Assetmark, Inc	NEW	2,050	—	+2,050	—	—	$101.1K	—	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	717	717	0	0%	$38.2K	$35.4K	-$2.9K	2026-10-08
Rydar Equities, Inc.	NEW	369	—	+369	—	—	$18.2K	—	2026-10-13
Concord Wealth Partners	UNCHANGED	366	366	0	0%	$19.5K	$18.1K	-$1.5K	2026-11-02
Allspring Global Investments Holdings, LLC	UNCHANGED	265	265	0	0%	$14.1K	$13.3K	-$825	2026-11-04
Birchbrook, Inc.	UNCHANGED	228	228	0	0%	$12.2K	$11.2K	-$913	2026-10-14
Private Trust Co NA	UNCHANGED	209	209	0	0%	$11.1K	$10.3K	-$836	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	25	27	-2	-7%	$1.4K	$1.2K	-$200	2026-11-04
Orrstown Financial Services Inc	CLOSED	0	5,000	-5,000	-100%	$266.7K	$0	-$266.7K	2026-10-14
Wolff Wiese Magana LLC	CLOSED	0	28	-28	-100%	$1.5K	$0	-$1.5K	2026-10-15
Blue Trust, Inc.	CLOSED	0	22	-22	-100%	$1.2K	$0	-$1.2K	2026-10-15
Invesco Ltd.	N/A	—	1,233,392	-1,233,392	-100%	$65.8M	—	—	—
LPL Financial LLC	N/A	—	736,224	-736,224	-100%	$39.3M	—	—	—
Hantz Financial Services, Inc.	N/A	—	461,752	-461,752	-100%	$24.6M	—	—	—
First Command Advisory Services, Inc.	N/A	—	416,274	-416,274	-100%	$22.2M	—	—	—
Raymond James Financial Inc	N/A	—	185,982	-185,982	-100%	$9.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	119,892	-119,892	-100%	$6.4M	—	—	—
Bank of America Corp	N/A	—	119,373	-119,373	-100%	$6.4M	—	—	—
Solano Wealth Investment Advisors LLC	N/A	—	94,721	-94,721	-100%	$5.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	67,380	-67,380	-100%	$3.6M	—	—	—
UBS Group AG	N/A	—	58,343	-58,343	-100%	$3.1M	—	—	—
Royal Bank of Canada	N/A	—	36,598	-36,598	-100%	$2.0M	—	—	—
Empirical Asset Management, LLC	N/A	—	35,343	-35,343	-100%	$1.9M	—	—	—
Proactive Wealth Strategies LLC	N/A	—	31,765	-31,765	-100%	$1.7M	—	—	—
&partners	N/A	—	28,405	-28,405	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	26,474	-26,474	-100%	$1.4M	—	—	—
Nuveen, LLC	N/A	—	23,884	-23,884	-100%	$1.3M	—	—	—
MML Investors Services, LLC	N/A	—	21,406	-21,406	-100%	$1.1M	—	—	—
Private Advisor Group, LLC	N/A	—	20,519	-20,519	-100%	$1.1M	—	—	—
QRG Capital Management, Inc.	N/A	—	20,356	-20,356	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	17,136	-17,136	-100%	$914.0K	—	—	—
Graney & King, LLC	N/A	—	12,928	-12,928	-100%	$689.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,811	-11,811	-100%	$630.1K	—	—	—
IFG Advisory, LLC	N/A	—	11,463	-11,463	-100%	$611.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	10,925	-10,925	-100%	$582.7K	—	—	—
Wells Fargo & Company	N/A	—	10,572	-10,572	-100%	$563.9K	—	—	—
Cerity Partners LLC	N/A	—	8,850	-8,850	-100%	$472.0K	—	—	—
Morgan Stanley	N/A	—	7,647	-7,647	-100%	$407.9K	—	—	—
Nicolet Bankshares Inc	N/A	—	6,527	-6,527	-100%	$348.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,000	-5,000	-100%	$266.7K	—	—	—
Traction Financial Partners, LLC	N/A	—	4,639	-4,639	-100%	$247.4K	—	—	—
Arax Advisory Partners	N/A	—	2,487	-2,487	-100%	$132.7K	—	—	—
JPMorgan Chase & Co	N/A	—	1,265	-1,265	-100%	$67.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	1,138	-1,138	-100%	$60.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,091	-1,091	-100%	$58.2K	—	—	—
Huntington National Bank	N/A	—	960	-960	-100%	$51.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	365	-365	-100%	$19.5K	—	—	—
FMR LLC	N/A	—	283	-283	-100%	$15.1K	—	—	—
Allworth Financial LP	N/A	—	202	-202	-100%	$10.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	152	-152	-100%	$8.1K	—	—	—
IAG Wealth Partners, LLC	N/A	—	104	-104	-100%	$5.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	82	-82	-100%	$4.4K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	14	-14	-100%	$726	—	—	—
AE Wealth Management LLC	N/A	—	7	-7	-100%	$373	—	—	—

Showing 61 of 61 institutions