Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 266 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings, down 21 from Q2 2024. 17 opened new positions and 39 sold out. The largest holders were Invesco Ltd. ($1.2B), Balentine LLC ($300.3M) and Arizona PSPRS Trust ($284.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.3M |
| Exits | 39 | $44.1M |
All 13F filers, Q2 2024 → Q3 2024: 3,533,956 shares bought and 15,873,248 shares sold, net −12,339,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Invesco Ltd. | 0.23% | Add +2.4% | 22,461,427 | $1.2B |
| Balentine LLC | 11.83% | Add +20.5% | 5,667,538 | $300.3M |
| Arizona PSPRS Trust | 11.31% | Add +0.2% | 5,373,488 | $284.7M |
| Morgan Stanley | 0.02% | Reduce -15.8% | 5,005,576 | $265.2M |
| LPL Financial LLC | 0.11% | Reduce -24.5% | 4,693,031 | $248.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.6% | 2,982,324 | $158.0M |
| Bank of America Corp. | 0.01% | Reduce -20.1% | 2,004,326 | $106.2M |
| HBK Sorce Advisory LLC | 3.05% | Reduce -1.1% | 1,887,343 | $100.0M |
| UBS Group AG | 0.02% | Reduce -24.9% | 1,549,007 | $82.1M |
| Wells Fargo & Company | 0.02% | Reduce -37.0% | 1,489,402 | $78.9M |
| Osaic Holdings, Inc. | 0.16% | Reduce -28.8% | 1,307,696 | $69.3M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -3.1% | 1,232,464 | $65.3M |
| Captrust Financial Advisors | 0.17% | Add +2.9% | 1,087,635 | $57.6M |
| Waldron Private Wealth LLC | 2.29% | Reduce -2.0% | 1,041,515 | $55.2M |
| Orrstown Financial Services Inc. | 14.89% | Add +15.1% | 951,524 | $50.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -52.0% | 900,426 | $47.7M |
| Mariner, LLC | 0.08% | Reduce -48.1% | 834,888 | $44.2M |
| Deseret Mutual Benefit Administrators | 21.34% | Reduce -3.2% | 791,398 | $41.9M |
| Private Advisor Group, LLC | 0.22% | Reduce -0.4% | 653,898 | $34.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -44.4% | 612,508 | $32.5M |
| Arkadios Wealth Advisors | 1.83% | Add +5.5% | 608,099 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.7% | 592,845 | $31.4M |
| LM Advisors LLC | 6.20% | Reduce -11.0% | 580,506 | $30.2M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.5% | 557,558 | $29.5M |
| Waller Financial Planning Group, Inc. | 7.05% | Add +3.1% | 536,940 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -42.2% | 533,466 | $28.3M |
| Corient Private Wealth LP | 0.04% | Reduce -17.6% | 513,730 | $27.2M |
| IFG Advisory, LLC | 1.57% | Add +3.1% | 465,796 | $24.7M |
| Baldwin Wealth Partners LLC | 1.65% | Add +48.2% | 458,010 | $24.3M |
| Brookstone Capital Management | 0.35% | Reduce -0.8% | 448,909 | $23.8M |
| Truist Financial Corp. | 0.03% | Reduce -23.9% | 409,296 | $21.7M |
| Daido Life Insurance Co. | 2.85% | No change | 403,056 | $21.4M |
| Alpha Financial Advisors, LLC | 9.15% | Reduce -4.5% | 390,486 | $20.7M |
| IHT Wealth Management, LLC | 0.57% | Add +13.7% | 382,109 | $20.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -48.9% | 381,646 | $20.2M |
| Clarius Group, LLC | 1.38% | Reduce -33.1% | 370,458 | $19.6M |
| Burt Wealth Advisors | 4.66% | Reduce -1.4% | 357,687 | $19.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.4% | 350,357 | $18.6M |
| Perennial Investment Advisors, LLC | 2.34% | Reduce -4.1% | 340,299 | $18.0M |
| Taiyo Life Insurance Co. | 1.43% | No change | 340,000 | $18.0M |
| Royal Bank of Canada | 0.00% | Reduce -74.5% | 325,954 | $17.3M |
| ERn Financial, LLC | 2.59% | Reduce -12.7% | 321,199 | $17.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -16.4% | 294,304 | $15.6M |
| Rooted Wealth Advisors, Inc. | 6.71% | Add +24.4% | 286,656 | $15.0M |
| Longview Financial Advisors, Inc. | 10.47% | Add +0.7% | 269,759 | $14.3M |
| Sage Advisory Services, Ltd.Co. | 4.00% | No change | 271,430 | $14.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +2991.9% | 258,486 | $13.7M |
| Raymond James & Associates | 0.01% | Reduce -60.0% | 253,421 | $13.4M |
| Triad Wealth Partners, LLC | 6.89% | Add +1.2% | 244,610 | $13.0M |
| Financial Designs Corp | 8.32% | Add +4.2% | 243,284 | $12.9M |
| Dynamic Advisor Solutions LLC | 0.38% | Add +1.6% | 241,118 | $12.8M |
| Integrated Wealth Concepts LLC | 0.14% | Add +5.4% | 220,620 | $11.7M |
| Journey Strategic Wealth LLC | 0.41% | Add +24.5% | 212,113 | $11.2M |
| Archford Capital Strategies, LLC | 1.59% | Add +5.4% | 194,675 | $10.5M |
| Financial Enhancement Group LLC | 2.03% | Reduce -20.6% | 223,343 | $10.5M |
| Money Concepts Capital Corp. | 0.76% | Reduce -12.9% | 189,194 | $10.0M |
| Gladstone Institutional Advisory LLC | 0.48% | Reduce -10.1% | 186,159 | $9.9M |
| Cetera Investment Advisers | 0.02% | Reduce -24.1% | 178,734 | $9.5M |
| Avestar Capital, LLC | 0.99% | Reduce -11.4% | 172,348 | $9.1M |
| Ashton Thomas Securities, LLC | 1.75% | Add +58.5% | 170,415 | $9.0M |
| Jones Financial Companies LLLP | 0.01% | Add +199.4% | 171,093 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +7.8% | 161,430 | $8.6M |
| Citadel Advisors | 0.01% | Add +123.6% | 154,947 | $8.2M |
| Silver Oak Securities, Incorporated | 0.83% | Add +0.6% | 148,379 | $7.8M |
| Asset Allocation Strategies LLC | 2.16% | Add +1314.5% | 142,898 | $7.6M |
| Marshall Wace, LLP | 0.01% | Add +1790.8% | 141,055 | $7.5M |
| Level Four Advisory Services, LLC | 0.31% | Reduce -5.0% | 138,697 | $7.3M |
| San Luis Wealth Advisors LLC | 1.50% | Add +9.0% | 137,212 | $7.3M |
| White Pine Investment CO | 1.82% | Add +0.9% | 124,927 | $6.6M |
| Mgo One Seven LLC | 0.28% | Add +135.2% | 122,188 | $6.5M |
| Channel Wealth LLC | 2.13% | Add +0.2% | 121,954 | $6.5M |
| PAX Financial Group, LLC | 1.10% | Add +45.3% | 115,628 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -10.5% | 110,579 | $5.9M |
| Fox Financial, Inc | 4.80% | Add +0.4% | 103,944 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Reduce -32.6% | 98,781 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -64.2% | 92,725 | $4.9M |
| Cozad Asset Management Inc. | 0.46% | Reduce -8.4% | 90,376 | $4.8M |
| Goodman Advisory Group, LLC | 1.36% | Reduce -3.2% | 89,986 | $4.8M |
| Milestone Investment Advisors LLC | 1.16% | Reduce -55.3% | 78,163 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +490.3% | 77,657 | $4.1M |
| John W. Brooker & Co., CPAs | 1.88% | Reduce -7.7% | 77,362 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +383.9% | 74,384 | $3.9M |
| Merit Financial Group, LLC | 0.09% | Reduce -0.7% | 73,534 | $3.9M |
| Running Point Capital Advisors, LLC | 1.48% | Add +1.3% | 72,082 | $3.8M |
| Cerity Partners LLC | 0.01% | Reduce -19.2% | 71,884 | $3.8M |
| &partners | 0.07% | Add +78.8% | 69,744 | $3.7M |
| RPg Family Wealth Advisory, LLC | 1.18% | Add +2.9% | 68,926 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -28.3% | 68,284 | $3.6M |
| IFP Advisors, Inc | 0.13% | Add +4.3% | 68,186 | $3.6M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -84.0% | 66,301 | $3.5M |
| WCG Wealth Advisors LLC | 0.23% | Reduce -5.2% | 64,762 | $3.4M |
| Quantinno Capital Management LP | 0.04% | Add +73.1% | 63,957 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -5.7% | 60,914 | $3.2M |
| ORG Partners LLC | 0.51% | Add +126.4% | 60,196 | $3.2M |
| GeoWealth Management, LLC | 0.11% | Add +5.7% | 59,320 | $3.1M |
| ORBA Wealth Advisors, L.L.C. | 1.57% | Reduce -15.2% | 58,521 | $3.1M |
| Callan Capital, LLC | 0.22% | No change | 58,415 | $3.1M |
| Proactive Wealth Strategies LLC | 1.56% | — | 52,951 | $2.8M |
| Stewardship Advisors, LLC | 0.79% | Reduce -91.4% | 52,535 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | New | 52,250 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Add +101.7% | 50,445 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -2.1% | 50,230 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -19.7% | 49,185 | $2.6M |
| PFG Advisors | 0.16% | Add +11.4% | 47,340 | $2.5M |
| Arete Wealth Advisors, LLC | 0.21% | Add +10.2% | 47,213 | $2.5M |
| Advocacy Wealth Management, LLC | 0.19% | No change | 46,803 | $2.5M |
| Elios Financial Group Inc. | 1.13% | — | 46,013 | $2.4M |
| Retirement Planning Group, LLC | 0.13% | Reduce -3.3% | 45,515 | $2.4M |
| Western Wealth Management, LLC | 0.13% | Reduce -39.3% | 43,484 | $2.3M |
| Defined Wealth Management, LLC | 1.42% | Add +2.1% | 41,266 | $2.2M |
| First National Trust Co | 0.08% | Reduce -51.8% | 40,765 | $2.2M |
| Lionsbridge Wealth Management LLC | 1.68% | Reduce -53.4% | 40,048 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -88.7% | 39,632 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -17.6% | 38,947 | $2.1M |
| Landmark Wealth Management, Inc. | 1.01% | Reduce -16.3% | 38,141 | $2.0M |
| Colonial River Investments, LLC | 0.99% | Add +2.8% | 37,730 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 37,679 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +2.4% | 37,509 | $2.0M |
| Advisory Services Network, LLC | 0.04% | No change | 37,364 | $2.0M |
| Valued Retirements, Inc. | 2.61% | No change | 35,678 | $1.9M |
| Apella Capital, LLC | 0.08% | Reduce -0.3% | 35,820 | $1.9M |
| Ascentis Independent Advisors | 0.29% | Add +120.3% | 34,537 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +188.5% | 33,596 | $1.8M |
| Up Strategic Wealth Investment Advisors LLC | 1.82% | Add +2.9% | 30,653 | $1.6M |
| Fortis Group Advisors, LLC | 0.29% | Add +70.0% | 29,445 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | Reduce -16.8% | 29,160 | $1.5M |
| Sequent Planning LLC | 0.52% | Add +2.6% | 28,499 | $1.5M |
| American Planning Services, Inc. | 1.17% | Reduce -15.5% | 27,968 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -7.9% | 27,471 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +51.2% | 27,328 | $1.4M |
| Cibc World Market Inc. | 0.00% | Reduce -4.4% | 27,013 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +34.8% | 26,729 | $1.4M |
| ACT Advisors, LLC. | 0.66% | Reduce -1.9% | 26,495 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +84.2% | 25,804 | $1.4M |
| Herold Advisors, Inc. | 0.29% | Reduce -51.3% | 25,130 | $1.3M |
| FDx Advisors, Inc. | 0.36% | Reduce -49.5% | 24,634 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +162.2% | 23,979 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +8.2% | 23,774 | $1.3M |
| Elevation Capital Advisory, LLC | 0.54% | New | 23,201 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6413.5% | 20,713 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.92% | Add +1.9% | 20,486 | $1.1M |
| Emergent Wealth Advisors, LLC | 0.79% | Add +17.1% | 20,271 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -42.1% | 20,189 | $1.1M |
| Apollon Financial, LLC | 0.31% | Reduce -55.4% | 19,967 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -24.1% | 19,788 | $1.0M |
| Signal Advisors Wealth, LLC | 0.14% | New | 18,938 | $1.0M |
| Foguth Wealth Management, LLC. | 0.36% | Add +100.5% | 18,889 | $1.0M |
| Petix & Botte Co | 0.26% | Add +11.2% | 18,330 | $971K |
| Comerica Bank | 0.00% | Reduce -91.3% | 18,318 | $971K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +172.5% | 16,466 | $873K |
| GTS Securities LLC | 0.02% | Reduce -74.4% | 15,916 | $843K |
| Able Wealth Management LLC | 0.63% | Reduce -43.7% | 15,676 | $831K |
| Strategic Blueprint, LLC | 0.05% | Reduce -45.9% | 15,208 | $806K |
| World Investment Advisors | 0.02% | Reduce -81.7% | 14,889 | $789K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.3% | 14,801 | $784K |
| Sanctuary Advisors, LLC | 0.00% | Add +80.8% | 14,213 | $779K |
| CAP Partners, LLC | 0.56% | Reduce -3.4% | 14,158 | $750K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -25.1% | 13,698 | $726K |
| Flagstar Securities, Inc. | 0.18% | Add +1.7% | 13,684 | $725K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.9% | 13,279 | $704K |
| Arq Wealth Advisors, LLC | 0.26% | Reduce -87.8% | 12,999 | $679K |
| Elite Life Management LLC | 2.20% | Add +12.8% | 12,718 | $674K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 12,344 | $654K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -25.8% | 11,525 | $611K |
| Good Life Advisors, LLC | 0.04% | Add +18.4% | 11,398 | $604K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -94.5% | 10,877 | $576K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -39.2% | 10,859 | $575K |
| NewEdge Advisors, LLC | 0.00% | Reduce -57.4% | 10,474 | $555K |
| Jane Street Group, LLC | 0.00% | Reduce -92.5% | 10,358 | $549K |
| Simplicity Wealth,LLC | 0.05% | Reduce -0.8% | 10,222 | $542K |
| Prudential Financial Inc. | 0.00% | Add +43.8% | 10,110 | $536K |
| Atria Investments, Inc | 0.01% | Add +7.4% | 10,019 | $531K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -11.9% | 9,899 | $525K |
| HRT Financial LP | 0.00% | New | 9,757 | $517K |
| Glass Jacobson Investment Advisors llc | 0.17% | Add +5.4% | 9,621 | $510K |
| Sound Financial Strategies Group, LLC | 0.39% | Reduce -0.3% | 9,211 | $488K |
| Sigma Planning Corp | 0.01% | Reduce -3.2% | 9,073 | $481K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -41.5% | 8,867 | $470K |
| 49 Wealth Management, LLC | 0.08% | Reduce -23.9% | 8,851 | $469K |
| Ascentis Wealth Management, LLC | 0.16% | — | 8,236 | $436K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -46.2% | 8,174 | $433K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 8,145 | $432K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.4% | 7,885 | $418K |
| Spinnaker Trust | 0.02% | Reduce -56.7% | 7,519 | $398K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 7,184 | $381K |
| HB Wealth Management, LLC | 0.00% | New | 7,012 | $372K |
| LWM Advisory Services, LLC | 0.27% | Reduce -96.8% | 6,817 | $361K |
| NCM Capital Management, LLC | 0.17% | No change | 6,600 | $350K |
| Monterey Private Wealth, Inc. | 0.12% | Reduce -92.6% | 6,456 | $342K |
| Hamilton Capital, LLC | 0.03% | Reduce -1.5% | 6,411 | $337K |
| Smith Salley Wealth Management | 0.02% | Reduce -31.2% | 6,276 | $333K |
| US Bancorp \de | 0.00% | Reduce -5.6% | 6,238 | $331K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -6.1% | 6,217 | $329K |
| Two Sigma Securities, LLC | 0.03% | Reduce -24.7% | 6,181 | $328K |
| Denver Wealth Management, Inc. | 0.15% | Reduce -70.3% | 6,132 | $325K |
| Bank of Montreal | 0.00% | Reduce -7.8% | 5,995 | $316K |
| FMR LLC | 0.00% | Add +1.1% | 5,751 | $305K |
| Paces Ferry Wealth Advisors, LLC | 0.17% | Reduce -16.4% | 5,714 | $303K |
| EdgeRock Capital LLC | 0.21% | Reduce -29.3% | 5,557 | $295K |
| Private Trust Co. NA | 0.03% | Reduce -6.5% | 5,430 | $288K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -8.4% | 5,400 | $286K |
| Capital Analysts, LLC | 0.01% | Reduce -99.1% | 5,349 | $283K |
| Cottage Street Advisors LLC | 0.15% | Reduce -1.3% | 5,315 | $282K |
| Fermata Advisors, LLC | 0.06% | Reduce -7.8% | 5,233 | $277K |
| Perissos Private Wealth Management, LLC | 0.22% | Add +0.1% | 5,226 | $277K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.0% | 5,131 | $272K |
| Concord Wealth Partners | 0.05% | Add +38.8% | 5,112 | $271K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -11.3% | 4,955 | $263K |
| Embree Financial Group | 0.05% | Add +0.1% | 4,873 | $258K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -62.4% | 4,604 | $244K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -28.3% | 4,550 | $241K |
| Family Capital Management, Inc. | 0.15% | No change | 4,535 | $240K |
| Goldstone Financial Group, LLC | 0.04% | Add +13.8% | 4,515 | $239K |
| Diversified Trust Co. | 0.01% | No change | 4,500 | $238K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,436 | $235K |
| HBW Advisory Services LLC | 0.03% | Reduce -1.5% | 4,263 | $226K |
| Beacon Wealthcare LLC | 0.09% | New | 4,210 | $223K |
| Intelligence Driven Advisers, LLC | 0.03% | Reduce -86.7% | 4,083 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 4,097 | $215K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -43.0% | 3,946 | $209K |
| Assetmark, Inc. | 0.00% | Reduce -3.4% | 3,871 | $205K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -93.0% | 3,827 | $203K |
| Collaborative Wealth Managment Inc. | 0.09% | Add +0.0% | 3,814 | $202K |
| BlackRock, Inc. | 0.00% | — | 3,326 | $176K |
| Rothschild Investment LLC | 0.01% | Add +1513.9% | 3,260 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,584 | $137K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 2,568 | $136K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -3.9% | 2,465 | $131K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,051 | $109K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,965 | $104K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,895 | $100K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.1% | 1,656 | $88K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,276 | $68K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $65K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 918 | $49K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -30.8% | 844 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Add +47.3% | 822 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.2% | 800 | $42K |
| CoreCap Advisors, LLC | 0.00% | Add +2.9% | 603 | $32K |
| Archer Investment Corp | 0.01% | Add +0.4% | 556 | $29K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -4.5% | 533 | $28K |
| Simplex Trading, LLC | 0.00% | New | 537 | $28K |
| Mather Group, Llc. | 0.00% | Add +177.9% | 478 | $25K |
| Key Financial Inc | 0.01% | No change | 456 | $24K |
| Parallel Advisors, LLC | 0.00% | New | 431 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 391 | $21K |
| Sunbelt Securities, Inc. | 0.00% | No change | 279 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 258 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 234 | $12K |
| Northwest Financial Advisors | 0.01% | New | 175 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 160 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 135 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -76.2% | 125 | $7K |
| Aspire Private Capital, LLC | 0.00% | Reduce -94.0% | 98 | $5K |
| Fifth Third Bancorp | 0.00% | New | 92 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 71 | $4K |
| WFA of San Diego, LLC | 0.00% | No change | 68 | $4K |
| Lanark Financial, Inc. | 0.00% | Reduce -98.8% | 68 | $3K |
| Blue Trust, Inc. | 0.00% | New | 49 | $3K |
| Tsfg, LLC | 0.00% | No change | 38 | $2K |
| Cwm, LLC | 0.00% | New | 44 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 23 | $1K |
| Signaturefd, LLC | 0.00% | No change | 22 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $901 |
| Tucker Asset Management LLC | 0.00% | New | 16 | $848 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $53 |
"% 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.