Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q4 2024 (December 31)269holders +3
18new positions
33sold out
2famous investors
$53.93avg. 13F price*
At the end of Q4 2024, 269 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings, up 3 from Q3 2024. 18 opened new positions and 33 sold out. The largest holders were Invesco Ltd. ($1.2B), Balentine LLC ($308.4M) and Arizona PSPRS Trust ($291.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $59.7M |
| Exits | 33 | $44.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,158,523 shares bought and 9,525,942 shares sold, net −7,367,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Invesco Ltd. | 0.22% | Reduce -3.0% | 21,793,427 | $1.2B |
| Balentine LLC | 12.52% | Add +0.3% | 5,686,390 | $308.4M |
| Arizona PSPRS Trust | 9.41% | Add +0.1% | 5,380,949 | $291.8M |
| Morgan Stanley | 0.02% | Add +3.1% | 5,161,358 | $279.9M |
| LPL Financial LLC | 0.08% | Reduce -24.8% | 3,528,401 | $191.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -24.2% | 2,260,372 | $122.6M |
| Bank of America Corp. | 0.01% | Reduce -9.5% | 1,813,531 | $98.3M |
| Wells Fargo & Company | 0.02% | Reduce -8.0% | 1,370,662 | $74.3M |
| UBS Group AG | 0.01% | Reduce -26.8% | 1,133,701 | $61.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -10.7% | 1,100,252 | $59.7M |
| HBK Sorce Advisory LLC | 1.77% | Reduce -42.8% | 1,078,870 | $58.5M |
| Captrust Financial Advisors | 0.16% | Reduce -4.9% | 1,033,951 | $56.1M |
| Waldron Private Wealth LLC | 2.20% | Reduce -3.2% | 1,008,518 | $54.7M |
| Independent Advisor Alliance | 0.71% | New | 986,596 | $53.5M |
| Orrstown Financial Services Inc. | 14.32% | Add +3.4% | 984,265 | $53.4M |
| Mariner, LLC | 0.08% | Add +3.7% | 865,906 | $47.0M |
| Raymond James Financial Inc. | 0.02% | — | 817,171 | $44.3M |
| Deseret Mutual Benefit Administrators | 21.16% | Add +0.2% | 792,983 | $43.0M |
| Arkadios Wealth Advisors | 1.91% | Add +6.3% | 646,707 | $35.1M |
| Private Advisor Group, LLC | 0.19% | Reduce -2.7% | 636,023 | $34.5M |
| LM Advisors LLC | 6.11% | Add +7.8% | 625,537 | $33.9M |
| Waller Financial Planning Group, Inc. | 7.55% | Add +2.9% | 552,680 | $30.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -4.9% | 507,387 | $27.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.9% | 480,771 | $26.1M |
| IHT Wealth Management, LLC | 0.82% | Add +23.3% | 471,303 | $25.6M |
| Baldwin Wealth Partners LLC | 1.71% | Reduce -0.4% | 456,086 | $24.7M |
| Brookstone Capital Management | 0.35% | Reduce -0.8% | 445,290 | $24.1M |
| IFG Advisory, LLC | 1.32% | Reduce -7.8% | 429,463 | $23.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -67.6% | 423,762 | $23.0M |
| Daido Life Insurance Co. | 2.68% | No change | 403,056 | $21.9M |
| Alpha Financial Advisors, LLC | 8.79% | Reduce -8.3% | 358,107 | $19.4M |
| Burt Wealth Advisors | 4.82% | Reduce -2.1% | 350,304 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -10.3% | 342,267 | $18.6M |
| Financial Enhancement Group LLC | 2.70% | Add +46.7% | 327,677 | $17.6M |
| Daner Wealth Management, LLC | 11.89% | — | 286,961 | $16.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.4% | 295,456 | $16.0M |
| Truist Financial Corp. | 0.03% | Reduce -27.9% | 295,154 | $16.0M |
| Royal Bank of Canada | 0.00% | Reduce -12.6% | 285,037 | $15.5M |
| ERn Financial, LLC | 2.31% | Reduce -11.6% | 283,906 | $15.4M |
| Longview Financial Advisors, Inc. | 11.13% | Reduce -3.4% | 260,525 | $14.1M |
| NBZ Investment Advisors LLC | 7.60% | — | 250,085 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.7% | 246,697 | $13.4M |
| Dynamic Advisor Solutions LLC | 0.57% | Add +0.3% | 241,883 | $13.1M |
| Financial Designs Corp | 8.48% | Reduce -2.4% | 237,468 | $12.9M |
| Asset Allocation Strategies LLC | 3.10% | Add +58.5% | 226,430 | $12.9M |
| Journey Strategic Wealth LLC | 0.48% | Add +11.9% | 237,285 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +37.5% | 235,305 | $12.8M |
| Clarius Group, LLC | 0.86% | Reduce -37.0% | 233,261 | $12.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +41.4% | 228,334 | $12.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -59.8% | 224,399 | $12.2M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -5.0% | 209,610 | $11.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.9% | 203,466 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.2% | 195,985 | $10.6M |
| Perennial Investment Advisors, LLC | 1.23% | Reduce -43.6% | 192,022 | $10.4M |
| Archford Capital Strategies, LLC | 1.54% | Reduce -3.6% | 187,717 | $10.2M |
| Ashton Thomas Securities, LLC | 2.70% | Add +6.2% | 180,891 | $9.8M |
| Gladstone Institutional Advisory LLC | 0.45% | Reduce -3.3% | 180,118 | $9.8M |
| Solano Wealth Investment Advisors LLC | 5.30% | — | 162,715 | $8.8M |
| Money Concepts Capital Corp. | 0.65% | Reduce -14.2% | 162,256 | $8.8M |
| Silver Oak Securities, Incorporated | 0.69% | Reduce -7.7% | 137,031 | $7.5M |
| San Luis Wealth Advisors LLC | 1.39% | Reduce -1.5% | 135,189 | $7.3M |
| Mgo One Seven LLC | 0.25% | Reduce -0.7% | 121,347 | $6.6M |
| White Pine Investment CO | 1.77% | Reduce -3.3% | 120,770 | $6.5M |
| PAX Financial Group, LLC | 1.13% | Add +1.1% | 116,844 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -4.6% | 105,534 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -43.5% | 101,063 | $5.5M |
| Avestar Capital, LLC | 0.48% | Reduce -43.3% | 97,755 | $5.3M |
| Goodman Advisory Group, LLC | 1.46% | Add +1.2% | 91,102 | $4.9M |
| Centerpoint Advisory Group | 4.70% | — | 89,679 | $4.9M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +18.0% | 87,751 | $4.8M |
| &partners | 0.06% | Add +23.5% | 86,108 | $4.7M |
| MML Investors Services, LLC | 0.02% | Reduce -8.8% | 84,521 | $4.6M |
| Rooted Wealth Advisors, Inc. | 1.77% | Reduce -71.0% | 83,039 | $4.5M |
| Arete Wealth Advisors, LLC | 0.31% | Add +69.9% | 80,195 | $4.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -21.1% | 77,987 | $4.2M |
| Quantinno Capital Management LP | 0.04% | Add +21.9% | 77,961 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.3% | 77,859 | $4.2M |
| ORG Partners LLC | 0.55% | Add +21.7% | 73,276 | $4.0M |
| RPg Family Wealth Advisory, LLC | 1.37% | Add +3.3% | 71,213 | $3.9M |
| Axxcess Wealth Management, LLC | 0.09% | Add +85.4% | 69,547 | $3.8M |
| Triad Wealth Partners, LLC | 1.26% | Reduce -73.8% | 64,121 | $3.5M |
| John W. Brooker & Co., CPAs | 1.50% | Reduce -17.3% | 63,995 | $3.5M |
| Cozad Asset Management Inc. | 0.32% | Reduce -29.3% | 63,862 | $3.5M |
| Merit Financial Group, LLC | 0.06% | Reduce -14.1% | 63,156 | $3.4M |
| IFP Advisors, Inc | 0.11% | Reduce -8.5% | 62,387 | $3.4M |
| WCG Wealth Advisors LLC | 0.21% | Reduce -7.6% | 59,840 | $3.2M |
| Running Point Capital Advisors, LLC | 1.11% | Reduce -17.3% | 59,628 | $3.2M |
| Callan Capital, LLC | 0.23% | No change | 58,415 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +12.7% | 56,860 | $3.1M |
| Proactive Wealth Strategies LLC | 1.48% | Reduce -1.3% | 52,259 | $2.8M |
| PFG Advisors | 0.17% | Add +6.9% | 50,620 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.6% | 48,898 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 1.36% | Reduce -17.8% | 48,094 | $2.6M |
| Cerity Partners LLC | 0.01% | Reduce -33.4% | 47,905 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +259.7% | 47,760 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -69.7% | 47,023 | $2.6M |
| Advocacy Wealth Management, LLC | 0.19% | No change | 46,803 | $2.5M |
| Milestone Investment Advisors LLC | 0.66% | Reduce -42.3% | 45,121 | $2.4M |
| Stewardship Advisors, LLC | 0.67% | Reduce -15.4% | 44,421 | $2.4M |
| Retirement Planning Group, LLC | 0.12% | Reduce -3.9% | 43,753 | $2.4M |
| AQR Capital Management | 0.00% | Add +10.0% | 42,850 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Reduce -27.9% | 42,769 | $2.3M |
| Elios Financial Group Inc. | 1.10% | Reduce -7.1% | 42,730 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +12.8% | 42,501 | $2.3M |
| Colonial River Investments, LLC | 1.11% | Add +12.1% | 42,311 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -37.2% | 41,613 | $2.3M |
| Defined Wealth Management, LLC | 1.48% | Reduce -0.1% | 41,205 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -32.8% | 40,943 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +46.9% | 40,138 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +16.5% | 39,152 | $2.1M |
| Western Wealth Management, LLC | 0.11% | Reduce -10.0% | 39,146 | $2.1M |
| First National Trust Co | 0.08% | Reduce -7.1% | 37,853 | $2.1M |
| Lionsbridge Wealth Management LLC | 1.71% | Reduce -6.4% | 37,471 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.5% | 35,480 | $2.0M |
| Valued Retirements, Inc. | 2.61% | No change | 35,678 | $1.9M |
| Landmark Wealth Management, Inc. | 0.91% | Reduce -9.7% | 34,434 | $1.9M |
| Fortis Group Advisors, LLC | 0.35% | Add +16.2% | 34,219 | $1.9M |
| Apella Capital, LLC | 0.07% | Reduce -5.8% | 33,749 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | Add +11.0% | 32,355 | $1.8M |
| Foguth Wealth Management, LLC. | 0.45% | Add +60.8% | 30,373 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -56.2% | 29,917 | $1.6M |
| Atlas Legacy Advisors, LLC | 0.38% | — | 28,741 | $1.6M |
| Sequent Planning LLC | 0.54% | Reduce -4.4% | 27,256 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 26,773 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -50.0% | 26,125 | $1.4M |
| Signal Advisors Wealth, LLC | 0.16% | Add +36.9% | 25,925 | $1.4M |
| Principal Securities, Inc. | 0.03% | Reduce -0.5% | 25,681 | $1.4M |
| Retirement Planning Group, LLC / NY | 1.50% | — | 25,096 | $1.4M |
| Elevation Capital Advisory, LLC | 0.57% | Add +6.6% | 24,733 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +0.1% | 24,012 | $1.3M |
| GTS Securities LLC | 0.06% | Add +49.1% | 23,726 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | New | 21,584 | $1.2M |
| Muirfield Wealth Advisors LLC | 0.95% | Add +3.9% | 21,289 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.8% | 21,076 | $1.1M |
| Emergent Wealth Advisors, LLC | 0.82% | Add +3.3% | 20,947 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | New | 20,842 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -24.2% | 20,826 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 1.12% | Reduce -32.7% | 20,626 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -17.2% | 19,690 | $1.1M |
| Apollon Financial, LLC | 0.26% | Reduce -2.0% | 19,567 | $1.1M |
| Seros Financial, LLC | 0.95% | — | 20,062 | $1.1M |
| Petix & Botte Co | 0.27% | Add +4.7% | 19,194 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.2% | 18,282 | $991K |
| ACT Advisors, LLC. | 0.52% | Reduce -32.9% | 17,781 | $964K |
| Moneco Advisors, LLC | 0.10% | New | 17,607 | $955K |
| NewEdge Advisors, LLC | 0.01% | Add +62.2% | 16,988 | $921K |
| Sowell Financial Services LLC | 0.05% | New | 15,997 | $867K |
| Fox Financial, Inc | 0.75% | Reduce -85.3% | 15,301 | $830K |
| Wood Tarver Financial Group, LLC | 0.27% | — | 15,133 | $820K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 14,236 | $804K |
| Able Wealth Management LLC | 0.53% | Reduce -5.4% | 14,825 | $804K |
| Ascentis Independent Advisors | 0.15% | Reduce -58.9% | 14,206 | $770K |
| Flagstar Securities, Inc. | 0.19% | Add +2.6% | 14,041 | $761K |
| Channel Wealth LLC | 0.25% | Reduce -88.6% | 13,903 | $754K |
| PKS Advisory Services, LLC | 0.19% | — | 13,675 | $742K |
| Herold Advisors, Inc. | 0.15% | Reduce -50.3% | 12,490 | $677K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -25.8% | 12,214 | $662K |
| CAP Partners, LLC | 0.46% | Reduce -14.4% | 12,115 | $657K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +6.4% | 11,554 | $627K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -31.2% | 10,186 | $552K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -7.0% | 10,120 | $549K |
| Freedom Day Solutions, LLC | 0.16% | New | 10,000 | $542K |
| Glass Jacobson Investment Advisors llc | 0.17% | Add +2.1% | 9,821 | $533K |
| Goldstone Financial Group, LLC | 0.08% | Add +104.2% | 9,218 | $500K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -8.1% | 9,096 | $493K |
| Diversified Trust Co. | 0.01% | Add +101.9% | 9,085 | $493K |
| Elite Life Management LLC | 1.44% | Reduce -29.7% | 8,942 | $485K |
| Sigma Planning Corp | 0.02% | Reduce -2.2% | 8,874 | $481K |
| 49 Wealth Management, LLC | 0.07% | Reduce -0.7% | 8,790 | $477K |
| Oregon Pacific Wealth Management, LLC | 0.46% | — | 8,625 | $468K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -93.9% | 8,515 | $462K |
| Axis Wealth Partners, LLC | 0.38% | — | 8,404 | $456K |
| Good Life Advisors, LLC | 0.03% | Reduce -27.2% | 8,302 | $450K |
| HB Wealth Management, LLC | 0.00% | Add +18.2% | 8,286 | $449K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.5% | 8,202 | $448K |
| Graney & King, LLC | 0.34% | — | 8,214 | $445K |
| Global Retirement Partners, LLC | 0.01% | Add +4.2% | 8,213 | $445K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 8,147 | $442K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -40.6% | 8,142 | $442K |
| US Bancorp \de | 0.00% | Add +16.3% | 7,252 | $393K |
| United Advisor Group, LLC | 0.07% | New | 6,978 | $378K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -18.5% | 6,665 | $361K |
| NCM Capital Management, LLC | 0.16% | No change | 6,600 | $358K |
| Hamilton Capital, LLC | 0.03% | No change | 6,411 | $348K |
| Smith Salley Wealth Management | 0.02% | No change | 6,276 | $340K |
| FMR LLC | 0.00% | Add +6.5% | 6,126 | $332K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -16.0% | 6,032 | $327K |
| Arq Wealth Advisors, LLC | 0.12% | Reduce -53.9% | 5,991 | $325K |
| EdgeRock Capital LLC | 0.20% | Add +0.1% | 5,561 | $302K |
| Paces Ferry Wealth Advisors, LLC | 0.14% | Reduce -5.3% | 5,410 | $293K |
| WESPAC Advisors SoCal, LLC | 0.07% | No change | 5,400 | $293K |
| Private Trust Co. NA | 0.03% | Reduce -1.8% | 5,334 | $289K |
| Advisory Services Network, LLC | 0.01% | Reduce -85.7% | 5,331 | $289K |
| Cottage Street Advisors LLC | 0.15% | Add +0.1% | 5,322 | $289K |
| Alteri Wealth LLC | 0.08% | — | 5,293 | $287K |
| Jane Street Group, LLC | 0.00% | Reduce -49.0% | 5,285 | $287K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -89.4% | 5,212 | $283K |
| Spinnaker Trust | 0.02% | Reduce -33.5% | 5,002 | $271K |
| Bank of Montreal | 0.00% | Reduce -18.4% | 4,895 | $265K |
| LWM Advisory Services, LLC | 0.18% | Reduce -28.3% | 4,891 | $265K |
| Embree Financial Group | 0.05% | Add +0.0% | 4,875 | $264K |
| Concord Wealth Partners | 0.04% | Reduce -4.7% | 4,871 | $264K |
| Corient Private Wealth LP | 0.00% | Reduce -14.1% | 441,226 | $263K |
| Cambria Investment Management, L.P. | 0.02% | New | 4,791 | $260K |
| Empowered Funds, LLC | 0.00% | New | 4,791 | $260K |
| Assetmark, Inc. | 0.00% | Add +16.9% | 4,527 | $245K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,436 | $241K |
| Family Capital Management, Inc. | 0.14% | Reduce -2.5% | 4,423 | $240K |
| Arax Advisory Partners | 0.02% | Add +72.2% | 4,423 | $240K |
| Sierra Ocean, LLC | 0.19% | — | 4,301 | $233K |
| HBW Advisory Services LLC | 0.02% | Add +0.1% | 4,269 | $232K |
| Beacon Wealthcare LLC | 0.09% | No change | 4,210 | $228K |
| Denver Wealth Management, Inc. | 0.10% | Reduce -31.7% | 4,190 | $227K |
| International Assets Investment Management, LLC | 0.02% | New | 4,121 | $223K |
| Empirical Asset Management, LLC | 0.07% | New | 4,093 | $222K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -12.6% | 4,022 | $218K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -4.3% | 3,776 | $205K |
| Marshall Wace, LLP | 0.00% | Reduce -97.3% | 3,749 | $203K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -3.6% | 3,690 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -83.0% | 3,440 | $187K |
| BlackRock, Inc. | 0.00% | No change | 3,326 | $180K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 2,632 | $143K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,587 | $140K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 2,467 | $134K |
| AE Wealth Management LLC | 0.00% | New | 2,357 | $128K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,051 | $111K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,895 | $103K |
| Aptus Capital Advisors, LLC | 0.00% | Add +131.1% | 1,849 | $100K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.7% | 1,645 | $89K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,320 | $72K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $66K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 919 | $50K |
| Ameriflex Group, Inc. | 0.02% | — | 881 | $50K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -26.5% | 620 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 603 | $33K |
| MAI Capital Management | 0.00% | New | 574 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.1% | 558 | $30K |
| Archer Investment Corp | 0.01% | No change | 556 | $30K |
| Capital Analysts, LLC | 0.00% | Reduce -90.5% | 511 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | New | 504 | $27K |
| Mather Group, Llc. | 0.00% | No change | 478 | $26K |
| Key Financial Inc | 0.01% | No change | 456 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 431 | $23K |
| 2UniFi Bank | 0.01% | — | 400 | $22K |
| PSI Advisors, LLC | 0.01% | No change | 391 | $21K |
| Sunbelt Securities, Inc. | 0.00% | Add +32.3% | 369 | $20K |
| Abound Wealth Management | 0.01% | New | 317 | $17K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -96.8% | 267 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 258 | $14K |
| Transce3nd, LLC | 0.00% | — | 234 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 234 | $13K |
| Roxbury Financial LLC | 0.01% | — | 223 | $12K |
| Ancora Advisors LLC | 0.00% | No change | 160 | $9K |
| Copia Wealth Management | 0.01% | — | 130 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 71 | $4K |
| Cwm, LLC | 0.00% | Add +31.8% | 58 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 43 | $2K |
| Tsfg, LLC | 0.00% | Reduce -26.3% | 28 | $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 | $922 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 16 | $868 |
| Tucker Asset Management LLC | 0.00% | No change | 16 | $868 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -90.4% | 13 | $725 |
| Synergy Asset Management, LLC | 0.00% | New | 8 | $424 |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $217 |
| Rothschild Investment LLC | 0.00% | Reduce -100.0% | 1 | $54 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $54 |
"% 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.