OMFL — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (OMFL)? 10 institutions reported holding $59.67M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Financial Enhancement Group LLC ($26.1M), Financial Designs Corp ($15.8M), Waller Financial Planning Group, Inc ($12.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Enhancement Group LLC | $26.1M | 367,230 | Added |
| 2 | Financial Designs Corp | $15.8M | 226,798 | Trimmed |
| 3 | WALLER FINANCIAL PLANNING GROUP, INC | $12.4M | 178,004 | Trimmed |
| 4 | Apella Capital, LLC | $1.9M | 26,983 | Trimmed |
| 5 | Longview Financial Advisors, Inc. | $1.6M | 23,659 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $1.4M | 20,556 | Trimmed |
| 7 | Beacon Wealthcare LLC | $293,479 | 4,210 | Hold |
| 8 | CoreCap Advisors, LLC | $78,235 | 1,122 | Added |
| 9 | Grove Bank & Trust | $3,904 | 56 | New |
| 10 | Williams & Novak, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30