Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q1 2025 (March 31)262holders −7
19new positions
26sold out
2famous investors
$53.30avg. 13F price*
At the end of Q1 2025, 262 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings, down 7 from Q4 2024. 19 opened new positions and 26 sold out. The largest holders were Invesco Ltd. ($1.0B), Balentine LLC ($299.0M) and Arizona PSPRS Trust ($287.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.3M |
| Exits | 26 | $83.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,134,432 shares bought and 8,703,665 shares sold, net −7,569,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Invesco Ltd. | 0.19% | Reduce -12.9% | 18,974,344 | $1.0B |
| Balentine LLC | 12.52% | Reduce -1.4% | 5,609,283 | $299.0M |
| Arizona PSPRS Trust | 9.74% | Add +0.2% | 5,392,638 | $287.5M |
| Morgan Stanley | 0.02% | Reduce -4.6% | 4,925,975 | $262.6M |
| LPL Financial LLC | 0.06% | Reduce -19.9% | 2,824,745 | $150.6M |
| Bank of New York Mellon Corp | 0.03% | Add +16.5% | 2,632,669 | $140.3M |
| Bank of America Corp. | 0.01% | Reduce -13.4% | 1,570,325 | $83.7M |
| Wells Fargo & Company | 0.02% | Reduce -11.2% | 1,217,760 | $64.9M |
| UBS Group AG | 0.01% | Add +6.4% | 1,206,490 | $64.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -1.7% | 1,081,225 | $57.6M |
| Captrust Financial Advisors | 0.13% | Reduce -2.7% | 1,006,410 | $53.7M |
| Orrstown Financial Services Inc. | 12.52% | Add +0.3% | 986,930 | $52.6M |
| Waldron Private Wealth LLC | 2.47% | Reduce -2.8% | 980,582 | $52.3M |
| HBK Sorce Advisory LLC | 1.46% | Reduce -13.8% | 930,254 | $49.6M |
| Mariner, LLC | 0.08% | Add +5.2% | 910,476 | $48.5M |
| Deseret Mutual Benefit Administrators | 20.98% | No change | 792,983 | $42.3M |
| Arkadios Wealth Advisors | 1.35% | Add +3.0% | 666,266 | $35.5M |
| LM Advisors LLC | 6.12% | Add +1.1% | 632,485 | $33.7M |
| Private Advisor Group, LLC | 0.20% | Reduce -2.3% | 621,414 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.6% | 522,156 | $27.8M |
| IHT Wealth Management, LLC | 0.86% | Add +10.1% | 518,882 | $27.7M |
| Waller Financial Planning Group, Inc. | 7.44% | Reduce -10.1% | 496,794 | $26.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -40.9% | 483,329 | $25.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -5.0% | 481,887 | $25.7M |
| Baldwin Wealth Partners LLC | 1.66% | Reduce -2.7% | 443,925 | $23.7M |
| IFG Advisory, LLC | 1.30% | Add +2.6% | 440,557 | $23.5M |
| Brookstone Capital Management | 0.32% | Reduce -7.3% | 412,775 | $22.0M |
| Daido Life Insurance Co. | 2.91% | No change | 403,056 | $21.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.3% | 371,597 | $19.8M |
| Burt Wealth Advisors | 4.68% | Reduce -0.1% | 350,120 | $18.7M |
| Financial Enhancement Group LLC | 2.64% | Add +0.6% | 329,550 | $16.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +2.7% | 303,484 | $16.2M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 296,014 | $15.8M |
| Truist Financial Corp. | 0.02% | Reduce -2.1% | 289,052 | $15.4M |
| Journey Strategic Wealth LLC | 0.51% | Add +16.0% | 275,287 | $14.7M |
| Jones Financial Companies LLLP | 0.01% | Add +16.8% | 274,792 | $14.5M |
| ERn Financial, LLC | 2.25% | Reduce -5.7% | 267,603 | $14.3M |
| Asset Allocation Strategies LLC | 3.52% | Add +17.1% | 265,140 | $14.1M |
| Dynamic Advisor Solutions LLC | 0.45% | Add +6.9% | 258,493 | $13.8M |
| Financial Designs Corp | 8.76% | Reduce -0.7% | 235,876 | $12.6M |
| Gladstone Institutional Advisory LLC | 0.56% | Add +24.7% | 224,621 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -37.5% | 213,953 | $11.4M |
| Integrated Wealth Concepts LLC | 0.13% | Add +0.7% | 211,069 | $11.3M |
| Clarius Group, LLC | 0.68% | Reduce -13.3% | 202,137 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 198,748 | $10.6M |
| Ashton Thomas Securities, LLC | 2.82% | Add +5.1% | 190,182 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.0% | 177,707 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.9% | 172,983 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.0% | 160,753 | $8.6M |
| Solano Wealth Investment Advisors LLC | 5.25% | Reduce -2.1% | 159,234 | $8.5M |
| Money Concepts Capital Corp. | 0.63% | Reduce -2.0% | 159,019 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -32.7% | 153,613 | $8.2M |
| Silver Oak Securities, Incorporated | 0.68% | Add +1.1% | 138,612 | $7.3M |
| Perennial Investment Advisors, LLC | 0.78% | Reduce -32.5% | 129,602 | $6.9M |
| PAX Financial Group, LLC | 1.16% | Add +5.1% | 122,778 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 119,780 | $6.4M |
| White Pine Investment CO | 1.65% | Reduce -4.9% | 114,801 | $6.1M |
| Quantinno Capital Management LP | 0.03% | Add +25.4% | 97,723 | $5.2M |
| San Luis Wealth Advisors LLC | 1.17% | Reduce -28.0% | 97,368 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -4.4% | 96,641 | $5.2M |
| NBZ Investment Advisors LLC | 2.87% | Reduce -62.8% | 92,995 | $5.0M |
| VestGen Advisors, LLC | 0.23% | — | 92,906 | $5.0M |
| Goodman Advisory Group, LLC | 1.39% | Reduce -6.0% | 85,590 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -1.1% | 83,593 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.4% | 77,569 | $4.1M |
| Rooted Wealth Advisors, Inc. | 1.75% | Reduce -0.1% | 82,993 | $4.1M |
| Centerpoint Advisory Group | 3.94% | Reduce -16.1% | 75,237 | $4.0M |
| Avestar Capital, LLC | 0.36% | Reduce -28.1% | 70,310 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -12.4% | 68,286 | $3.6M |
| RPg Family Wealth Advisory, LLC | 1.01% | Reduce -6.7% | 66,473 | $3.5M |
| &partners | 0.04% | Reduce -23.9% | 65,482 | $3.4M |
| Merit Financial Group, LLC | 0.05% | Add +0.0% | 63,171 | $3.4M |
| Mgo One Seven LLC | 0.13% | Reduce -49.6% | 61,147 | $3.3M |
| John W. Brooker & Co., CPAs | 1.34% | Reduce -4.8% | 60,921 | $3.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +629.5% | 59,392 | $3.2M |
| Callan Capital, LLC | 0.23% | No change | 58,415 | $3.1M |
| Running Point Capital Advisors, LLC | 0.96% | Reduce -4.6% | 56,911 | $3.0M |
| Cozad Asset Management Inc. | 0.30% | Reduce -12.0% | 56,174 | $3.0M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -1.3% | 56,143 | $3.0M |
| IFP Advisors, Inc | 0.09% | Reduce -10.9% | 55,554 | $3.0M |
| Proactive Wealth Strategies LLC | 1.49% | Reduce -0.0% | 52,252 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +31.6% | 51,544 | $2.7M |
| PFG Advisors | 0.15% | Add +1.6% | 51,426 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 1.27% | Reduce -1.5% | 47,375 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -32.6% | 46,842 | $2.5M |
| Advocacy Wealth Management, LLC | 0.17% | No change | 46,803 | $2.5M |
| Cerity Partners LLC | 0.01% | Reduce -5.3% | 45,389 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +7.0% | 43,813 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -11.0% | 43,516 | $2.3M |
| ORG Partners LLC | 0.57% | Reduce -45.7% | 39,795 | $2.2M |
| Retirement Planning Group, LLC | 0.10% | Reduce -5.1% | 41,520 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +57.5% | 41,149 | $2.2M |
| Defined Wealth Management, LLC | 1.47% | Reduce -0.3% | 41,088 | $2.2M |
| Milestone Investment Advisors LLC | 0.61% | Reduce -9.1% | 41,031 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.9% | 40,418 | $2.2M |
| Elios Financial Group Inc. | 1.05% | Reduce -6.2% | 40,078 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.5% | 39,950 | $2.1M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -34.1% | 39,411 | $2.1M |
| Triad Wealth Partners, LLC | 0.65% | Reduce -38.9% | 39,151 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 35,480 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -15.5% | 36,214 | $1.9M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -80.8% | 36,078 | $1.9M |
| Valued Retirements, Inc. | 2.50% | No change | 35,678 | $1.9M |
| Apella Capital, LLC | 0.06% | Reduce -1.7% | 33,169 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Reduce -18.3% | 31,990 | $1.7M |
| Landmark Wealth Management, Inc. | 0.79% | Reduce -9.6% | 31,113 | $1.7M |
| Foguth Wealth Management, LLC. | 0.40% | Add +1.5% | 30,828 | $1.6M |
| Longview Financial Advisors, Inc. | 1.40% | Reduce -88.3% | 30,609 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.42% | Reduce -20.2% | 29,903 | $1.6M |
| Signal Advisors Wealth, LLC | 0.15% | Add +9.9% | 28,484 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -5.8% | 28,190 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +5.1% | 28,132 | $1.5M |
| Fortis Group Advisors, LLC | 0.29% | Reduce -18.2% | 27,986 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -34.0% | 27,479 | $1.5M |
| First National Trust Co | 0.06% | Reduce -30.2% | 26,416 | $1.4M |
| Principal Securities, Inc. | 0.03% | No change | 25,681 | $1.4M |
| Elevation Capital Advisory, LLC | 0.59% | Add +3.3% | 25,545 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +20.9% | 25,473 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +18.7% | 24,740 | $1.3M |
| Retirement Planning Group, LLC / NY | 1.32% | Reduce -3.0% | 24,334 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | New | 24,328 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +0.2% | 24,064 | $1.3M |
| Sequent Planning LLC | 0.46% | Reduce -12.6% | 23,827 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.1% | 23,807 | $1.3M |
| Muirfield Wealth Advisors LLC | 0.97% | Add +0.7% | 21,442 | $1.1M |
| National Bank of Canada | 0.00% | Add +2.8% | 21,407 | $1.1M |
| Colonial River Investments, LLC | 0.61% | Reduce -50.8% | 20,831 | $1.1M |
| Camelot Portfolios, LLC | 0.69% | New | 20,748 | $1.1M |
| Atlas Legacy Advisors, LLC | 0.28% | Reduce -29.4% | 20,301 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -58.0% | 19,752 | $1.1M |
| Petix & Botte Co | 0.26% | Reduce -2.7% | 18,680 | $996K |
| Sowell Financial Services LLC | 0.04% | Add +15.3% | 18,440 | $983K |
| Comerica Bank | 0.00% | Add +0.4% | 18,355 | $978K |
| Apollon Financial, LLC | 0.23% | Reduce -6.2% | 18,347 | $978K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -10.4% | 17,634 | $940K |
| NewEdge Advisors, LLC | 0.01% | Add +2.8% | 17,465 | $931K |
| Moneco Advisors, LLC | 0.09% | Reduce -3.2% | 17,045 | $909K |
| Stewardship Advisors, LLC | 0.24% | Reduce -62.2% | 16,795 | $895K |
| Spire Wealth Management | 0.03% | New | 16,330 | $871K |
| ACT Advisors, LLC. | 0.46% | Reduce -9.7% | 16,052 | $856K |
| GTS Securities LLC | 0.04% | Reduce -32.5% | 16,006 | $853K |
| Fox Financial, Inc | 0.75% | Reduce -1.8% | 15,025 | $801K |
| Flagstar Securities, Inc. | 0.20% | Add +2.5% | 14,391 | $767K |
| Wood Tarver Financial Group, LLC | 0.25% | Reduce -5.6% | 14,282 | $761K |
| Goldstone Financial Group, LLC | 0.11% | Add +54.5% | 14,242 | $759K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -37.6% | 13,478 | $719K |
| Channel Wealth LLC | 0.22% | Reduce -3.6% | 13,403 | $715K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.4% | 13,181 | $703K |
| Seros Financial, LLC | 0.52% | Reduce -34.3% | 13,173 | $702K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +12.8% | 13,033 | $695K |
| Up Strategic Wealth Investment Advisors LLC | 0.61% | Reduce -38.1% | 12,772 | $681K |
| Emergent Wealth Advisors, LLC | 0.47% | Reduce -41.3% | 12,287 | $655K |
| Herold Advisors, Inc. | 0.14% | Reduce -4.0% | 11,990 | $639K |
| CAP Partners, LLC | 0.46% | Reduce -2.5% | 11,814 | $630K |
| Alteri Wealth LLC | 0.27% | Add +115.0% | 11,380 | $607K |
| Able Wealth Management LLC | 0.36% | Reduce -23.6% | 11,319 | $603K |
| Sigma Planning Corp | 0.02% | Add +21.2% | 10,755 | $573K |
| Glass Jacobson Investment Advisors llc | 0.17% | No change | 9,821 | $533K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.1% | 9,465 | $505K |
| Axis Wealth Partners, LLC | 0.37% | Add +10.5% | 9,283 | $495K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,075 | $484K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 9,075 | $484K |
| Assetmark, Inc. | 0.00% | Add +100.2% | 9,063 | $483K |
| Advisor Resource Council | 0.04% | New | 9,046 | $482K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.3% | 8,986 | $479K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -13.2% | 8,787 | $468K |
| Graney & King, LLC | 0.33% | Reduce -0.1% | 8,204 | $437K |
| Elite Life Management LLC | 1.35% | Reduce -9.0% | 8,137 | $434K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -34.1% | 8,051 | $429K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.9% | 7,966 | $425K |
| 49 Wealth Management, LLC | 0.05% | Reduce -10.3% | 7,884 | $420K |
| FMR LLC | 0.00% | Add +25.6% | 7,696 | $410K |
| Good Life Advisors, LLC | 0.03% | Reduce -7.8% | 7,650 | $408K |
| Bessemer Group Inc. | 0.00% | New | 7,608 | $406K |
| HB Wealth Management, LLC | 0.00% | Reduce -10.5% | 7,418 | $395K |
| Ascentis Independent Advisors | 0.08% | Reduce -49.6% | 7,160 | $382K |
| GeoWealth Management, LLC | 0.02% | Reduce -83.3% | 7,159 | $382K |
| Diversified Trust Co. | 0.01% | Reduce -25.3% | 6,788 | $362K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,665 | $355K |
| Hamilton Capital, LLC | 0.02% | Reduce -0.1% | 6,408 | $342K |
| Empirical Asset Management, LLC | 0.12% | Add +55.4% | 6,362 | $339K |
| NCM Capital Management, LLC | 0.15% | Reduce -4.5% | 6,300 | $336K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -31.9% | 6,198 | $330K |
| US Bancorp \de | 0.00% | Reduce -17.4% | 5,993 | $319K |
| WESPAC Advisors SoCal, LLC | 0.08% | Add +10.1% | 5,945 | $317K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -93.3% | 5,840 | $311K |
| Coppell Advisory Solutions LLC | 0.04% | Add +505.4% | 1,562 | $306K |
| Arq Wealth Advisors, LLC | 0.11% | Reduce -7.4% | 5,545 | $296K |
| PKS Advisory Services, LLC | 0.08% | Reduce -59.6% | 5,520 | $294K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +35.4% | 5,446 | $290K |
| United Advisor Group, LLC | 0.06% | Reduce -23.4% | 5,344 | $285K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 5,242 | $279K |
| GWN Securities Inc. | 0.02% | New | 5,113 | $273K |
| Jane Street Group, LLC | 0.00% | Reduce -3.4% | 5,106 | $272K |
| EdgeRock Capital LLC | 0.19% | Reduce -11.0% | 4,951 | $264K |
| Meeder Advisory Services, Inc. | 0.02% | New | 4,863 | $259K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.2% | 4,733 | $252K |
| LWM Advisory Services, LLC | 0.17% | Reduce -4.6% | 4,665 | $249K |
| Spinnaker Trust | 0.02% | Reduce -7.4% | 4,631 | $247K |
| Bank of Montreal | 0.00% | Reduce -8.1% | 4,501 | $240K |
| Simplicity Wealth,LLC | 0.02% | New | 4,468 | $238K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,436 | $236K |
| Family Capital Management, Inc. | 0.15% | No change | 4,423 | $236K |
| HRT Financial LP | 0.00% | New | 4,399 | $234K |
| Paces Ferry Wealth Advisors, LLC | 0.12% | Reduce -19.2% | 4,370 | $233K |
| Sierra Ocean, LLC | 0.18% | No change | 4,301 | $229K |
| HBW Advisory Services LLC | 0.03% | Add +0.2% | 4,279 | $228K |
| Beacon Wealthcare LLC | 0.09% | No change | 4,210 | $224K |
| Cottage Street Advisors LLC | 0.11% | Reduce -21.1% | 4,200 | $224K |
| Cwm, LLC | 0.00% | Add +6744.8% | 3,970 | $212K |
| Concord Wealth Partners | 0.03% | Reduce -20.5% | 3,873 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 3,421 | $182K |
| BlackRock, Inc. | 0.00% | No change | 3,326 | $177K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +20.4% | 3,116 | $166K |
| Farther Finance Advisors, LLC | 0.00% | Add +430.3% | 2,959 | $158K |
| AE Wealth Management LLC | 0.00% | Add +23.0% | 2,900 | $155K |
| Richards, Merrill & Peterson, Inc. | 0.07% | Add +0.2% | 2,637 | $141K |
| Private Trust Co. NA | 0.01% | Reduce -50.8% | 2,627 | $140K |
| Arax Advisory Partners | 0.01% | Reduce -43.1% | 2,518 | $134K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -13.7% | 2,129 | $114K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,051 | $109K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,895 | $101K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,849 | $99K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,645 | $88K |
| Colonial Trust Advisors | 0.01% | New | 1,334 | $71K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $65K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 919 | $49K |
| Ameriflex Group, Inc. | 0.02% | Add +0.1% | 882 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +9.6% | 661 | $35K |
| Capital Analysts, LLC | 0.00% | Add +23.7% | 632 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +29.9% | 560 | $30K |
| Archer Investment Corp | 0.01% | Add +0.4% | 558 | $30K |
| Harbour Investments, Inc. | 0.00% | New | 501 | $27K |
| Mather Group, Llc. | 0.00% | No change | 478 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +26.0% | 465 | $25K |
| Key Financial Inc | 0.01% | No change | 456 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 391 | $21K |
| Abound Wealth Management | 0.01% | No change | 317 | $17K |
| Beacon Capital Management, LLC | 0.00% | New | 287 | $15K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -4.1% | 256 | $14K |
| Transce3nd, LLC | 0.01% | No change | 234 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 234 | $12K |
| Ancora Advisors LLC | 0.00% | No change | 160 | $9K |
| Kiker Wealth Management, LLC | 0.01% | New | 150 | $8K |
| Mascoma Wealth Management LLC | 0.00% | New | 141 | $8K |
| Citigroup Inc. | 0.00% | New | 136 | $7K |
| Copia Wealth Management | 0.01% | No change | 130 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $7K |
| Richardson Capital Management LLC | 0.00% | New | 88 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 78 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -94.2% | 76 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 71 | $4K |
| Lanark Financial, Inc. | 0.00% | — | 68 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 43 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 23 | $1K |
| Signaturefd, LLC | 0.00% | No change | 22 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +400.0% | 20 | $1K |
| Tsfg, LLC | 0.00% | No change | 28 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $906 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 13 | $711 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $54 |
| Rothschild Investment 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.