Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q1 2024 (March 31)259holders
2famous investors
$55.21avg. 13F price*
At the end of Q1 2024, 259 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings. The largest holders were Invesco Ltd. ($1.2B), Balentine LLC ($421.2M) and LPL Financial LLC ($364.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Russell 1000 DYN M/F
- CUSIP
- 46138J619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $69.3M |
| Exits | 20 | $10.9M |
Ownership 259 holders
| Invesco Ltd. | 0.26% | Add +9.8% | 21,840,697 | $1.2B |
| Balentine LLC | 12.57% | Add +137.2% | 7,625,646 | $421.2M |
| LPL Financial LLC | 0.20% | Add +4.7% | 6,593,492 | $364.2M |
| Morgan Stanley | 0.03% | Add +29.3% | 6,273,051 | $346.5M |
| Bank of New York Mellon Corp | 0.03% | Add +20.0% | 2,928,036 | $161.7M |
| Bank of America Corp. | 0.01% | Add +2.0% | 2,679,516 | $148.0M |
| Wells Fargo & Company | 0.04% | Reduce -15.4% | 2,509,953 | $138.6M |
| UBS Group AG | 0.04% | Reduce -6.1% | 2,065,245 | $114.1M |
| HBK Sorce Advisory LLC | 3.88% | Reduce -3.7% | 1,990,536 | $109.9M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Reduce -5.0% | 1,907,336 | $105.3M |
| Osaic Holdings, Inc. | 0.22% | Add +4.6% | 1,785,501 | $98.6M |
| Mariner, LLC | 0.18% | Add +543.3% | 1,552,337 | $85.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.1% | 1,439,060 | $79.5M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -1.9% | 1,400,683 | $77.4M |
| Royal Bank of Canada | 0.02% | Add +16.5% | 1,272,931 | $70.3M |
| JPMorgan Chase & Co. | 0.01% | Add +3.6% | 1,169,167 | $64.6M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +1.7% | 1,164,614 | $64.3M |
| Captrust Financial Advisors | 0.22% | Add +3.3% | 1,060,991 | $58.6M |
| Waldron Private Wealth LLC | 2.64% | Add +0.4% | 1,060,927 | $58.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.8% | 973,225 | $53.8M |
| Corient Private Wealth LP | 0.09% | Reduce -19.7% | 876,933 | $48.4M |
| Deseret Mutual Benefit Administrators | 22.62% | Add +18.0% | 817,787 | $45.2M |
| Orrstown Financial Services Inc. | 24.67% | Add +24.0% | 802,040 | $44.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +10.5% | 730,347 | $40.3M |
| Private Advisor Group, LLC | 0.28% | Reduce -4.0% | 717,530 | $39.6M |
| Clarius Group, LLC | 2.61% | Reduce -36.0% | 684,142 | $37.8M |
| LM Advisors LLC | 6.19% | Reduce -0.3% | 647,631 | $35.2M |
| Raymond James & Associates | 0.02% | Add +2.7% | 627,401 | $34.7M |
| Capital Analysts, LLC | 1.53% | Add +1732.8% | 594,862 | $32.9M |
| Stewardship Advisors, LLC | 10.42% | New | 551,175 | $30.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +114.7% | 545,133 | $30.1M |
| Arkadios Wealth Advisors | 2.32% | Add +4.0% | 541,240 | $29.9M |
| Truist Financial Corp. | 0.04% | Reduce -4.0% | 520,641 | $28.8M |
| Waller Financial Planning Group, Inc. | 7.45% | Add +16.1% | 506,555 | $28.0M |
| IFG Advisory, LLC | 1.82% | Reduce -34.7% | 440,823 | $24.3M |
| ERn Financial, LLC | 4.08% | Reduce -0.3% | 426,127 | $23.5M |
| Solano Wealth Management, Inc. | 13.08% | Add +4.4% | 422,109 | $23.3M |
| Alpha Financial Advisors, LLC | 10.84% | Reduce -0.6% | 415,995 | $23.0M |
| Daido Life Insurance Co. | 2.35% | No change | 403,056 | $22.3M |
| Apollon Wealth Management, LLC | 0.69% | Reduce -49.4% | 398,415 | $22.0M |
| Burt Wealth Advisors | 5.52% | Add +10.5% | 393,945 | $21.8M |
| Avidian Wealth Enterprises, LLC | 1.12% | Add +15.6% | 379,826 | $21.0M |
| Perennial Investment Advisors, LLC | 3.03% | Reduce -9.4% | 360,586 | $19.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +4.3% | 359,116 | $19.8M |
| GeoWealth Management, LLC | 0.74% | Add +0.0% | 348,161 | $19.2M |
| Brookstone Capital Management | 0.34% | Reduce -1.4% | 344,274 | $19.0M |
| Taiyo Life Insurance Co. | 1.51% | No change | 340,000 | $18.8M |
| MML Investors Services, LLC | 0.08% | Reduce -20.8% | 335,614 | $18.5M |
| Milestone Investment Advisors LLC | 4.70% | Reduce -12.8% | 315,417 | $17.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +468.6% | 313,450 | $17.3M |
| Baldwin Wealth Partners LLC | 1.29% | Add +13.2% | 310,649 | $17.2M |
| IHT Wealth Management, LLC | 0.67% | Add +103.1% | 300,346 | $16.6M |
| Dynamic Advisor Solutions LLC | 0.52% | Add +1.4% | 280,771 | $15.5M |
| Longview Financial Advisors, Inc. | 11.02% | Add +1.6% | 265,757 | $14.7M |
| Sage Advisory Services, Ltd.Co. | 4.00% | Add +83.9% | 265,539 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +608.7% | 262,703 | $14.5M |
| Financial Enhancement Group LLC | 2.25% | Reduce -1.4% | 261,588 | $13.7M |
| Financial Designs Corp | 8.53% | Reduce -2.3% | 234,300 | $12.9M |
| Money Concepts Capital Corp. | 1.15% | Reduce -4.4% | 225,342 | $12.4M |
| LWM Advisory Services, LLC | 9.84% | Reduce -50.5% | 222,198 | $12.3M |
| Avestar Capital, LLC | 1.40% | Add +96.4% | 220,345 | $12.2M |
| Integrated Wealth Concepts LLC | 0.17% | Add +8.1% | 217,614 | $12.0M |
| Gladstone Institutional Advisory LLC | 0.64% | Reduce -3.2% | 210,628 | $11.6M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +19.7% | 210,049 | $11.6M |
| American Planning Services, Inc. | 8.37% | Add +0.7% | 209,818 | $11.6M |
| Rooted Wealth Advisors, Inc. | 5.66% | Add +0.9% | 211,998 | $11.5M |
| Triad Wealth Partners, LLC | 8.66% | — | 204,361 | $11.3M |
| Balyasny Asset Management L.P. | 0.03% | New | 195,589 | $10.8M |
| Comerica Bank | 0.05% | Add +60.6% | 192,354 | $10.6M |
| Smith, Moore & Co. | 1.07% | Add +1.3% | 181,799 | $10.0M |
| Archford Capital Strategies, LLC | 1.66% | Add +20.1% | 178,590 | $9.9M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -0.0% | 159,678 | $8.8M |
| First National Trust Co | 0.35% | Add +8.2% | 155,163 | $8.6M |
| Equitable Holdings, Inc. | 0.10% | Reduce -5.4% | 153,238 | $8.5M |
| KLR Investment Advisors, LLC | 6.10% | Add +0.6% | 162,278 | $8.4M |
| Journey Strategic Wealth LLC | 0.37% | New | 151,810 | $8.4M |
| Silver Oak Securities, Incorporated | 1.25% | Add +6.0% | 147,638 | $8.2M |
| BNC Wealth Management, LLC | 3.32% | Add +10.0% | 140,532 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +2.1% | 126,678 | $7.0M |
| San Luis Wealth Advisors LLC | 3.28% | Add +6.0% | 113,228 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +36.5% | 108,260 | $6.0M |
| White Pine Investment CO | 1.76% | Add +54.6% | 108,109 | $6.0M |
| Cerity Partners LLC | 0.02% | Reduce -13.3% | 106,933 | $5.9M |
| Channel Wealth LLC | 2.30% | Add +28.2% | 103,778 | $5.7M |
| Fox Financial, Inc | 5.14% | Reduce -0.3% | 102,772 | $5.7M |
| Arq Wealth Advisors, LLC | 2.43% | Add +9.5% | 101,435 | $5.6M |
| Goodman Advisory Group, LLC | 1.69% | Reduce -5.3% | 96,456 | $5.3M |
| Cozad Asset Management Inc. | 0.55% | Add +9.7% | 95,349 | $5.3M |
| Lincoln National Corp. | 0.08% | Add +188.4% | 92,619 | $5.1M |
| Monterey Private Wealth, Inc. | 2.03% | Reduce -5.8% | 91,525 | $5.1M |
| World Investment Advisors | 0.70% | New | 88,507 | $4.9M |
| Lionsbridge Wealth Management LLC | 3.68% | Reduce -0.7% | 86,188 | $4.8M |
| John W. Brooker & Co., CPAs | 2.52% | Add +0.8% | 84,962 | $4.7M |
| WCG Wealth Advisors LLC | 0.37% | Reduce -11.0% | 79,190 | $4.4M |
| AE Wealth Management LLC | 0.05% | Add +140.9% | 79,149 | $4.4M |
| Ted Buchan & Co | 2.62% | Reduce -15.8% | 77,116 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -49.4% | 75,444 | $4.2M |
| Merit Financial Group, LLC | 0.09% | Reduce -61.3% | 75,037 | $4.0M |
| PAX Financial Group, LLC | 0.77% | Add +10.7% | 69,857 | $3.9M |
| IFP Advisors, Inc | 0.17% | Reduce -1.3% | 69,014 | $3.8M |
| Western Wealth Management, LLC | 0.29% | Reduce -23.7% | 68,523 | $3.8M |
| Nations Financial Group Inc, /Ia/ | 0.31% | Add +4.1% | 66,722 | $3.7M |
| Running Point Capital Advisors, LLC | 1.62% | Add +17.8% | 65,660 | $3.6M |
| ORBA Wealth Advisors, L.L.C. | 1.94% | Add +9.8% | 63,545 | $3.5M |
| AQR Capital Management | 0.01% | New | 61,777 | $3.4M |
| Callan Capital, LLC | 0.28% | No change | 58,434 | $3.2M |
| Fluent Financial, LLC | 1.70% | Reduce -25.2% | 55,645 | $3.1M |
| Spinnaker Trust | 0.19% | Add +88.8% | 53,863 | $3.0M |
| Transcend Capital Advisors, LLC | 0.24% | Add +4.2% | 53,738 | $3.0M |
| Herold Advisors, Inc. | 0.70% | Reduce -6.9% | 52,760 | $2.9M |
| FDx Advisors, Inc. | 0.44% | Add +94.0% | 52,414 | $2.9M |
| Advocacy Wealth Management, LLC | 0.25% | Add +137.2% | 51,900 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +35.1% | 51,754 | $2.9M |
| Mission Wealth Management, LP | 0.07% | New | 50,030 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +19.6% | 46,712 | $2.6M |
| Econ Financial Services Corp | 1.60% | Reduce -28.2% | 46,630 | $2.6M |
| Retirement Planning Group, LLC | 0.20% | Reduce -2.2% | 46,478 | $2.6M |
| PFG Advisors | 0.18% | Add +12.8% | 43,747 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.8% | 41,397 | $2.3M |
| Apollon Financial, LLC | 0.79% | Reduce -42.8% | 41,170 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.0% | 41,083 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 40,621 | $2.2M |
| Defined Wealth Management, LLC | 1.57% | Reduce -0.2% | 39,577 | $2.2M |
| Arete Wealth Advisors, LLC | 0.20% | Add +89.8% | 38,770 | $2.1M |
| Colonial River Investments, LLC | 1.14% | Add +63.1% | 36,519 | $2.0M |
| Up Strategic Wealth Investment Advisors LLC | 3.29% | Reduce -3.8% | 36,464 | $2.0M |
| Apella Capital, LLC | 0.10% | Reduce -0.0% | 37,031 | $2.0M |
| Valued Retirements, Inc. | 3.15% | No change | 35,678 | $2.0M |
| Strategic Blueprint, LLC | 0.14% | Reduce -3.7% | 35,441 | $2.0M |
| Intelligence Driven Advisers, LLC | 0.28% | Reduce -21.1% | 34,890 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +16.2% | 32,649 | $1.8M |
| Smartleaf Asset Management LLC | 0.32% | Add +12.2% | 29,958 | $1.6M |
| National Bank of Canada | 0.00% | Add +13.3% | 29,835 | $1.6M |
| Able Wealth Management LLC | 1.35% | Reduce -2.4% | 28,069 | $1.6M |
| ACT Advisors, LLC. | 0.83% | Reduce -93.8% | 27,393 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +10.0% | 27,110 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -0.7% | 26,491 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -16.3% | 26,057 | $1.4M |
| Sequent Planning LLC | 0.52% | — | 25,877 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +101.8% | 24,608 | $1.4M |
| Good Life Advisors, LLC | 0.12% | Reduce -49.2% | 23,809 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +67.4% | 23,760 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +261.2% | 23,553 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | Add +68.1% | 23,075 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 21,731 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,538 | $1.2M |
| Denver Wealth Management, Inc. | 0.57% | Reduce -22.4% | 20,352 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.94% | Add +3.8% | 17,646 | $975K |
| CAP Partners, LLC | 0.84% | Reduce -44.5% | 17,290 | $955K |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -32.6% | 15,917 | $879K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -24.2% | 15,644 | $864K |
| Oppenheimer & Co. Inc. | 0.01% | Add +54.5% | 15,470 | $854K |
| Emergent Wealth Advisors, LLC | 0.71% | New | 14,988 | $828K |
| Integrated Advisors Network LLC | 0.04% | Reduce -1.4% | 14,919 | $824K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -11.6% | 14,012 | $774K |
| Crestwood Advisors Group, LLC | 0.02% | Add +62.6% | 13,330 | $736K |
| Security Financial Services, INC. | 0.16% | Add +132.5% | 12,523 | $692K |
| First Command Advisory Services, Inc. | 0.01% | Add +14.1% | 12,469 | $689K |
| 49 Wealth Management, LLC | 0.14% | Add +8.2% | 12,063 | $662K |
| Waterloo Capital, L.P. | 0.08% | Reduce -21.8% | 11,882 | $656K |
| Principal Securities, Inc. | 0.02% | Add +38.7% | 11,200 | $619K |
| Peoples Bank | 0.34% | Reduce -16.3% | 10,911 | $603K |
| Gateway Wealth Partners, LLC | 0.21% | New | 10,611 | $586K |
| Flagstar Securities, Inc. | 0.16% | Add +35.5% | 10,391 | $574K |
| Magnolia Capital Advisors LLC | 0.46% | Reduce -26.8% | 10,748 | $555K |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,158 | $551K |
| Elite Life Management LLC | 2.63% | Add +9.0% | 9,725 | $537K |
| Insigneo Advisory Services, LLC | 0.06% | Add +88.7% | 9,476 | $523K |
| Sigma Planning Corp | 0.02% | Reduce -61.0% | 9,369 | $517K |
| Smith Salley Wealth Management | 0.04% | No change | 9,127 | $504K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.6% | 8,936 | $494K |
| ICA Group Wealth Management, LLC | 0.10% | Add +185.5% | 8,848 | $489K |
| Private Trust Co. NA | 0.05% | Reduce -6.8% | 8,323 | $460K |
| Freedom Investment Management, Inc. | 0.04% | New | 8,278 | $457K |
| Pinion Investment Advisors, LLC | 0.24% | Reduce -4.0% | 8,252 | $456K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +6.4% | 8,237 | $455K |
| ETF Store, Inc. | 0.25% | Reduce -10.6% | 7,993 | $441K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 7,935 | $438K |
| Glass Jacobson Investment Advisors llc | 0.16% | New | 7,495 | $414K |
| Paces Ferry Wealth Advisors, LLC | 0.25% | Reduce -81.1% | 7,141 | $394K |
| EdgeRock Capital LLC | 0.30% | Reduce -4.9% | 6,736 | $372K |
| Petix & Botte Co | 0.09% | Reduce -50.0% | 6,646 | $367K |
| Hamilton Capital, LLC | 0.03% | Add +1.6% | 6,610 | $365K |
| NCM Capital Management, LLC | 0.20% | No change | 6,600 | $365K |
| US Bancorp \de | 0.00% | Add +21.7% | 6,589 | $364K |
| Bank of Montreal | 0.00% | Add +1.5% | 6,505 | $360K |
| Fermata Advisors, LLC | 0.08% | Reduce -25.2% | 6,417 | $354K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.1% | 6,262 | $346K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.6% | 6,090 | $336K |
| Prudential Financial Inc. | 0.00% | Reduce -45.5% | 6,047 | $334K |
| Brown Advisory Inc. | 0.00% | Add +20.2% | 5,943 | $328K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 5,937 | $328K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +42.0% | 5,893 | $325K |
| GTS Securities LLC | 0.01% | New | 5,875 | $324K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -87.3% | 5,704 | $315K |
| Foundations Investment Advisors, LLC | 0.01% | New | 5,664 | $313K |
| WESPAC Advisors SoCal, LLC | 0.08% | Add +38.0% | 5,445 | $301K |
| Lanark Financial, Inc. | 0.03% | Add +3.7% | 5,431 | $299K |
| Embree Financial Group | 0.06% | New | 5,139 | $284K |
| International Assets Investment Management, LLC | 0.03% | Reduce -18.3% | 4,792 | $263K |
| Marco Investment Management LLC | 0.02% | No change | 4,720 | $261K |
| Cottage Street Advisors LLC | 0.16% | New | 4,695 | $259K |
| Mgo One Seven LLC | 0.01% | New | 4,683 | $259K |
| Simplicity Wealth,LLC | 0.01% | New | 4,585 | $253K |
| HBW Advisory Services LLC | 0.05% | No change | 4,899 | $252K |
| Family Capital Management, Inc. | 0.17% | No change | 4,535 | $250K |
| Diversified Trust Co. | 0.01% | New | 4,500 | $249K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -2.1% | 4,316 | $238K |
| Dakota Wealth Management | 0.01% | New | 4,265 | $236K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,107 | $227K |
| Redwood Wealth Management Group, LLC | 0.24% | Reduce -10.9% | 4,069 | $225K |
| Goldstone Financial Group, LLC | 0.05% | New | 4,033 | $223K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.2% | 3,997 | $221K |
| FMR LLC | 0.00% | Add +30.8% | 3,981 | $220K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -2.4% | 3,809 | $210K |
| Assetmark, Inc. | 0.00% | Add +4.7% | 3,774 | $208K |
| Concord Wealth Partners | 0.04% | New | 3,683 | $203K |
| Berkeley Capital Partners, LLC | 0.06% | New | 3,625 | $200K |
| BlackRock Inc. | 0.00% | No change | 3,326 | $184K |
| Arax Advisory Partners | 0.02% | Add +0.4% | 2,659 | $147K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -12.3% | 2,589 | $143K |
| Jones Financial Companies LLLP | 0.00% | New | 2,574 | $142K |
| Geneos Wealth Management Inc. | 0.01% | Add +12.0% | 2,302 | $127K |
| Aspire Private Capital, LLC | 0.03% | No change | 2,049 | $113K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,965 | $109K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.5% | 1,895 | $105K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 1,657 | $86K |
| Rothschild Investment LLC | 0.01% | New | 1,386 | $77K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $68K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,219 | $67K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +259.6% | 917 | $51K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -82.1% | 750 | $41K |
| CoreCap Advisors, LLC | 0.00% | New | 584 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.5% | 558 | $31K |
| Archer Investment Corp | 0.01% | No change | 552 | $30K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -66.3% | 484 | $27K |
| Pineridge Advisors LLC | 0.01% | New | 449 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | New | 416 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 391 | $22K |
| JNBA Financial Advisors | 0.00% | Add +0.6% | 362 | $20K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 303 | $17K |
| Quadrant Capital Group LLC | 0.00% | New | 290 | $16K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 271 | $15K |
| Ancora Advisors LLC | 0.00% | New | 160 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 135 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -69.3% | 134 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | New | 101 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 71 | $4K |
| Benjamin Edwards Inc. | 0.00% | New | 55 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 43 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 43 | $2K |
| Tsfg, LLC | 0.00% | Reduce -97.3% | 37 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 23 | $1K |
| Signaturefd, LLC | 0.00% | New | 21 | $1K |
| Gradient Investments LLC | 0.00% | No change | 21 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $939 |
| BNP Paribas Financial Markets | 0.00% | New | 11 | $608 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $55 |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -95.8% | 1 | $31 |
"% of holder's portfolio" is OMFL's weight in each manager's 13F, not the share of Invesco Russell 1000 DYN M/F the manager owns.