Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q2 2025 (June 30)265holders +3
25new positions
22sold out
2famous investors
$57.79avg. 13F price*
At the end of Q2 2025, 265 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings, up 3 from Q1 2025. 25 opened new positions and 22 sold out. The largest holders were Invesco Ltd. ($1.2B), Balentine LLC ($324.7M) and Arizona PSPRS Trust ($312.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $45.5M |
| Exits | 22 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 4,058,580 shares bought and 3,604,198 shares sold, net +454,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Invesco Ltd. | 0.20% | Add +8.8% | 20,645,448 | $1.2B |
| Balentine LLC | 12.64% | Add +0.2% | 5,619,451 | $324.7M |
| Arizona PSPRS Trust | 10.37% | Add +0.2% | 5,402,688 | $312.2M |
| Morgan Stanley | 0.02% | Reduce -1.0% | 4,876,451 | $281.8M |
| LPL Financial LLC | 0.05% | Reduce -2.9% | 2,741,828 | $158.4M |
| Bank of New York Mellon Corp | 0.03% | Add +1.8% | 2,680,538 | $154.9M |
| Bank of America Corp. | 0.01% | Add +36.5% | 2,143,686 | $123.9M |
| UBS Group AG | 0.01% | Add +2.2% | 1,232,585 | $71.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.9% | 1,049,713 | $61.0M |
| Orrstown Financial Services Inc. | 12.16% | Add +1.2% | 999,063 | $57.7M |
| Captrust Financial Advisors | 0.13% | Reduce -1.6% | 990,079 | $57.2M |
| Wells Fargo & Company | 0.01% | Reduce -25.1% | 912,056 | $52.7M |
| HBK Sorce Advisory LLC | 1.37% | Reduce -6.1% | 873,283 | $50.5M |
| Mariner, LLC | 0.07% | Reduce -4.7% | 867,759 | $50.1M |
| Deseret Mutual Benefit Administrators | 21.48% | No change | 792,983 | $45.8M |
| Arkadios Wealth Advisors | 1.17% | Add +0.9% | 671,995 | $38.8M |
| LM Advisors LLC | 4.69% | Reduce -0.7% | 627,898 | $36.3M |
| Waller Financial Planning Group, Inc. | 8.27% | Add +19.2% | 592,265 | $34.2M |
| Raymond James Financial Inc. | 0.01% | Add +19.0% | 575,217 | $33.2M |
| IHT Wealth Management, LLC | 0.86% | Add +4.2% | 540,620 | $31.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +5.1% | 506,359 | $29.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.8% | 481,456 | $27.8M |
| Baldwin Wealth Partners LLC | 1.77% | Add +1.3% | 449,830 | $26.0M |
| Brookstone Capital Management | 0.34% | Add +8.9% | 449,356 | $26.0M |
| Daido Life Insurance Co. | 3.48% | No change | 403,056 | $23.3M |
| IFG Advisory, LLC | 1.11% | Reduce -13.4% | 381,412 | $22.0M |
| Corient Private Wealth LP | 0.03% | New | 366,162 | $21.2M |
| Burt Wealth Advisors | 4.77% | Add +3.0% | 360,719 | $20.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.3% | 336,948 | $19.5M |
| Financial Enhancement Group LLC | 2.75% | Add +1.6% | 334,900 | $19.3M |
| Jones Financial Companies LLLP | 0.01% | Add +5.3% | 289,214 | $16.6M |
| Journey Strategic Wealth LLC | 0.52% | Add +1.6% | 279,548 | $16.2M |
| Private Advisor Group, LLC | 0.08% | Reduce -57.4% | 264,593 | $15.3M |
| ERn Financial, LLC | 3.22% | Reduce -1.3% | 264,060 | $15.3M |
| Dynamic Advisor Solutions LLC | 0.47% | Add +1.3% | 261,811 | $15.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +66.2% | 255,347 | $14.8M |
| Gladstone Institutional Advisory LLC | 0.60% | Add +12.4% | 252,580 | $14.6M |
| Daner Wealth Management, LLC | 9.99% | — | 244,574 | $14.5M |
| Two Sigma Investments, LP | 0.03% | New | 232,200 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.8% | 231,184 | $13.4M |
| Financial Designs Corp | 7.78% | Reduce -6.9% | 219,670 | $12.7M |
| Integrated Wealth Concepts LLC | 0.13% | Add +2.7% | 216,793 | $12.5M |
| Truist Financial Corp. | 0.02% | Reduce -31.5% | 197,976 | $11.4M |
| Clarius Group, LLC | 0.65% | Reduce -4.3% | 193,360 | $11.2M |
| Kingsview Wealth Management, LLC | 0.18% | Add +207.5% | 182,632 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 177,616 | $10.3M |
| Solano Wealth Investment Advisors LLC | 4.61% | Reduce -2.3% | 155,576 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.2% | 154,289 | $8.9M |
| Asset Allocation Strategies LLC | 1.96% | Reduce -42.2% | 153,146 | $8.8M |
| Royal Bank of Canada | 0.00% | Reduce -48.5% | 152,384 | $8.8M |
| Ashton Thomas Securities, LLC | 2.12% | Reduce -20.1% | 151,936 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -51.8% | 146,299 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.7% | 145,806 | $8.4M |
| Silver Oak Securities, Incorporated | 0.67% | Add +0.6% | 139,399 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -36.0% | 136,883 | $7.9M |
| PAX Financial Group, LLC | 1.36% | Add +0.0% | 122,806 | $7.1M |
| White Pine Investment CO | 1.58% | Reduce -4.4% | 109,709 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +4.3% | 100,781 | $5.8M |
| San Luis Wealth Advisors LLC | 1.22% | Add +1.0% | 98,351 | $5.7M |
| Stifel Financial Corp. | 0.01% | Reduce -18.1% | 98,156 | $5.7M |
| Perennial Investment Advisors, LLC | 0.53% | Reduce -26.8% | 94,850 | $5.5M |
| Avestar Capital, LLC | 0.38% | Add +28.6% | 90,401 | $5.2M |
| Rooted Wealth Advisors, Inc. | 1.78% | Add +8.1% | 89,724 | $5.2M |
| VestGen Advisors, LLC | 0.20% | Reduce -4.8% | 88,497 | $5.1M |
| Quantinno Capital Management LP | 0.02% | Reduce -12.3% | 85,753 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -2.3% | 81,673 | $4.7M |
| Centerpoint Advisory Group | 3.73% | Reduce -1.0% | 74,506 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +154.5% | 71,733 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -7.7% | 71,634 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +2.2% | 69,803 | $4.0M |
| CPC Advisors, LLC | 0.50% | New | 69,016 | $4.0M |
| RPg Family Wealth Advisory, LLC | 1.00% | Reduce -2.5% | 64,798 | $3.7M |
| NBZ Investment Advisors LLC | 2.12% | Reduce -31.3% | 63,936 | $3.7M |
| &partners | 0.03% | Reduce -2.6% | 63,781 | $3.7M |
| Mgo One Seven LLC | 0.11% | Reduce -2.5% | 59,585 | $3.4M |
| Running Point Capital Advisors, LLC | 0.95% | Add +4.6% | 59,540 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.6% | 55,791 | $3.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -12.2% | 55,496 | $3.2M |
| PFG Advisors | 0.15% | Add +7.1% | 55,075 | $3.2M |
| Foguth Wealth Management, LLC. | 0.68% | Add +78.3% | 54,982 | $3.2M |
| Focus Financial Network, Inc. | 0.13% | Add +125.5% | 54,856 | $3.2M |
| Signal Advisors Wealth, LLC | 0.24% | Add +87.1% | 53,284 | $3.1M |
| Axxcess Wealth Management, LLC | 0.07% | Add +11.5% | 52,215 | $3.0M |
| Cozad Asset Management Inc. | 0.26% | Reduce -7.6% | 51,914 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -0.4% | 51,334 | $3.0M |
| Advocacy Wealth Management, LLC | 0.17% | No change | 46,803 | $2.7M |
| Elios Financial Group Inc. | 1.21% | Add +15.0% | 46,093 | $2.7M |
| Retirement Planning Group, LLC | 0.11% | Add +6.3% | 44,151 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -1.6% | 42,823 | $2.5M |
| Defined Wealth Management, LLC | 1.50% | Add +2.2% | 41,995 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.6% | 41,385 | $2.4M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 41,149 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 40,360 | $2.3M |
| IFP Advisors, Inc | 0.07% | Reduce -27.8% | 40,117 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +63.8% | 38,988 | $2.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +42.9% | 36,396 | $2.1M |
| Integrity Alliance, Llc. | 0.11% | New | 36,165 | $2.1M |
| Valued Retirements, Inc. | 2.33% | No change | 35,678 | $2.1M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -11.1% | 35,044 | $2.0M |
| Archford Capital Strategies, LLC | 0.25% | Reduce -6.5% | 33,723 | $1.9M |
| Apella Capital, LLC | 0.05% | Reduce -1.9% | 32,548 | $1.9M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.8% | 31,749 | $1.8M |
| Triad Wealth Partners, LLC | 0.37% | Reduce -19.7% | 31,441 | $1.8M |
| Milestone Investment Advisors LLC | 0.46% | Reduce -26.1% | 30,330 | $1.8M |
| AQR Capital Management | 0.00% | Reduce -16.9% | 30,105 | $1.7M |
| Lionsbridge Wealth Management LLC | 1.68% | Reduce -2.2% | 29,246 | $1.7M |
| Principal Securities, Inc. | 0.03% | Add +11.3% | 28,571 | $1.7M |
| ORG Partners LLC | 0.35% | Reduce -29.8% | 27,933 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -39.1% | 27,618 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -3.6% | 27,128 | $1.6M |
| Sequent Planning LLC | 0.49% | Add +12.3% | 26,764 | $1.5M |
| Colonial River Investments, LLC | 0.66% | Add +27.9% | 26,653 | $1.5M |
| Elevation Capital Advisory, LLC | 0.62% | Add +4.1% | 26,584 | $1.5M |
| Longview Financial Advisors, Inc. | 1.30% | Reduce -13.2% | 26,570 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.34% | Add +30.0% | 26,391 | $1.5M |
| First National Trust Co | 0.06% | Reduce -0.1% | 26,382 | $1.5M |
| Proactive Wealth Strategies LLC | 0.71% | Reduce -50.4% | 25,939 | $1.5M |
| Muirfield Wealth Advisors LLC | 1.18% | Add +20.1% | 25,756 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +2.6% | 25,393 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +0.8% | 24,263 | $1.4M |
| Citadel Advisors | 0.00% | Add +22.4% | 24,172 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.23% | Reduce -50.6% | 23,378 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -17.6% | 22,655 | $1.3M |
| Retirement Planning Group, LLC / NY | 1.14% | Reduce -7.4% | 22,542 | $1.3M |
| Camelot Portfolios, LLC | 0.68% | Reduce -5.0% | 19,705 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +1.5% | 18,712 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.1% | 18,003 | $1.0M |
| Moneco Advisors, LLC | 0.09% | Add +0.0% | 17,048 | $985K |
| Jane Street Group, LLC | 0.00% | Add +232.3% | 16,970 | $981K |
| Spire Wealth Management | 0.03% | No change | 16,330 | $944K |
| Apollon Financial, LLC | 0.20% | Reduce -11.4% | 16,247 | $939K |
| National Bank of Canada | 0.00% | Reduce -25.1% | 16,035 | $925K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.2% | 15,859 | $916K |
| Sanctuary Advisors, LLC | 0.01% | Add +17.2% | 15,447 | $893K |
| Petix & Botte Co | 0.22% | Reduce -18.7% | 15,190 | $878K |
| Fox Financial, Inc | 0.73% | Reduce -0.4% | 14,963 | $865K |
| Goldstone Financial Group, LLC | 0.11% | Add +4.1% | 14,823 | $862K |
| Flagstar Securities, Inc. | 0.23% | Add +0.8% | 14,512 | $838K |
| Catalyst Financial Partners LLC | 0.09% | New | 13,855 | $801K |
| Alteri Wealth LLC | 0.30% | Add +19.1% | 13,559 | $783K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +3.5% | 13,486 | $779K |
| Wood Tarver Financial Group, LLC | 0.23% | Reduce -7.2% | 13,258 | $766K |
| Seros Financial, LLC | 0.48% | No change | 13,173 | $761K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 13,082 | $756K |
| Stewardship Advisors, LLC | 0.19% | Reduce -22.7% | 12,990 | $751K |
| Landmark Wealth Management, Inc. | 0.31% | Reduce -59.5% | 12,596 | $728K |
| Emergent Wealth Advisors, LLC | 0.45% | No change | 12,287 | $710K |
| Channel Wealth LLC | 0.19% | Reduce -11.3% | 11,883 | $687K |
| CAP Partners, LLC | 0.43% | Reduce -0.1% | 11,797 | $682K |
| Waldron Private Wealth LLC | 0.03% | Reduce -98.8% | 11,526 | $666K |
| Up Strategic Wealth Investment Advisors LLC | 0.52% | Reduce -10.1% | 11,488 | $664K |
| Herold Advisors, Inc. | 0.13% | Reduce -8.3% | 10,990 | $635K |
| Assetmark, Inc. | 0.00% | Add +19.6% | 10,839 | $626K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +84.2% | 10,755 | $621K |
| Sigma Planning Corp | 0.02% | Reduce -2.3% | 10,505 | $607K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.4% | 10,328 | $597K |
| FMR LLC | 0.00% | Add +21.5% | 9,348 | $540K |
| Axis Wealth Partners, LLC | 0.35% | Add +0.6% | 9,338 | $540K |
| Global Retirement Partners, LLC | 0.01% | — | 8,941 | $517K |
| ACT Advisors, LLC. | 0.23% | Reduce -46.4% | 8,603 | $497K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -6.0% | 8,264 | $477K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 8,052 | $465K |
| Graney & King, LLC | 0.31% | Reduce -1.9% | 8,047 | $465K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 7,969 | $460K |
| Baird Financial Group, Inc. | 0.00% | New | 7,736 | $447K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -14.5% | 7,683 | $444K |
| Glass Jacobson Investment Advisors llc | 0.16% | Reduce -25.1% | 7,359 | $425K |
| Empirical Asset Management, LLC | 0.13% | Add +15.4% | 7,345 | $424K |
| Simplicity Wealth,LLC | 0.02% | Add +61.2% | 7,204 | $416K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.7% | 7,196 | $416K |
| Ascentis Independent Advisors | 0.08% | No change | 7,160 | $414K |
| Bank of Montreal | 0.00% | Add +56.0% | 7,021 | $406K |
| GeoWealth Management, LLC | 0.02% | Reduce -5.3% | 6,779 | $392K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 6,665 | $385K |
| Farther Finance Advisors, LLC | 0.01% | Add +124.6% | 6,646 | $384K |
| Diversified Trust Co. | 0.01% | Reduce -3.7% | 6,538 | $378K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -32.0% | 6,436 | $372K |
| Comerica Bank | 0.00% | Reduce -65.5% | 6,329 | $366K |
| NCM Capital Management, LLC | 0.15% | Reduce -0.8% | 6,250 | $361K |
| 49 Wealth Management, LLC | 0.04% | Reduce -20.9% | 6,232 | $360K |
| Two Sigma Securities, LLC | 0.04% | New | 6,027 | $348K |
| Atria Investments, Inc | 0.00% | New | 5,980 | $346K |
| WESPAC Advisors SoCal, LLC | 0.08% | No change | 5,945 | $344K |
| John W. Brooker & Co., CPAs | 0.79% | Reduce -90.4% | 5,841 | $338K |
| PKS Advisory Services, LLC | 0.08% | Reduce -0.3% | 5,503 | $318K |
| SFI Advisors, LLC | 0.22% | New | 5,494 | $317K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,487 | $317K |
| United Advisor Group, LLC | 0.05% | No change | 5,344 | $309K |
| Elite Life Management LLC | 0.78% | Reduce -35.3% | 5,267 | $304K |
| US Bancorp \de | 0.00% | Reduce -14.4% | 5,130 | $296K |
| Arq Wealth Advisors, LLC | 0.10% | No change | 5,545 | $296K |
| Good Life Advisors, LLC | 0.02% | Reduce -33.2% | 5,111 | $295K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -6.9% | 5,070 | $293K |
| EdgeRock Capital LLC | 0.09% | Add +0.1% | 4,955 | $286K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -23.1% | 4,767 | $275K |
| Spinnaker Trust | 0.02% | No change | 4,631 | $268K |
| Sovran Advisors, LLC | 0.03% | New | 4,493 | $259K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,436 | $256K |
| Family Capital Management, Inc. | 0.13% | No change | 4,423 | $256K |
| LWM Advisory Services, LLC | 0.17% | Reduce -7.7% | 4,305 | $249K |
| Sierra Ocean, LLC | 0.18% | No change | 4,301 | $249K |
| HBW Advisory Services LLC | 0.03% | Add +0.2% | 4,287 | $248K |
| Old Mission Capital LLC | 0.01% | New | 4,221 | $244K |
| Beacon Wealthcare LLC | 0.09% | No change | 4,210 | $243K |
| Cwm, LLC | 0.00% | Add +4.1% | 4,134 | $239K |
| Advisory Services Network, LLC | 0.00% | Reduce -21.9% | 4,095 | $238K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -90.6% | 4,120 | $238K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.5% | 4,045 | $234K |
| Cottage Street Advisors LLC | 0.12% | Reduce -4.7% | 4,001 | $231K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -88.7% | 3,999 | $231K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Reduce -9.7% | 3,948 | $228K |
| Concord Asset Management, LLC | 0.03% | New | 3,915 | $226K |
| Concord Wealth Partners | 0.03% | Add +1.1% | 3,915 | $226K |
| Marshall Wace, LLP | 0.00% | New | 3,775 | $218K |
| Financial Advocates Investment Management | 0.02% | New | 3,757 | $217K |
| Focus Partners Wealth | 0.00% | New | 3,639 | $210K |
| Money Concepts Capital Corp. | 0.01% | Reduce -97.7% | 3,633 | $210K |
| HB Wealth Management, LLC | 0.00% | Reduce -51.0% | 3,631 | $210K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 3,444 | $199K |
| BlackRock, Inc. | 0.00% | No change | 3,326 | $192K |
| Richards, Merrill & Peterson, Inc. | 0.08% | Add +9.0% | 2,875 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -16.7% | 2,596 | $150K |
| Arax Advisory Partners | 0.01% | Reduce -1.0% | 2,493 | $144K |
| AE Wealth Management LLC | 0.00% | Reduce -15.2% | 2,459 | $142K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.4% | 2,100 | $121K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,051 | $119K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,895 | $109K |
| Private Trust Co. NA | 0.01% | Reduce -30.6% | 1,824 | $105K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.6% | 1,764 | $102K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,645 | $95K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $71K |
| Capital Analysts, LLC | 0.00% | Add +68.8% | 1,067 | $62K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 920 | $53K |
| Ameriflex Group, Inc. | 0.03% | No change | 882 | $50K |
| CoreCap Advisors, LLC | 0.00% | Add +29.6% | 857 | $50K |
| Harbour Investments, Inc. | 0.00% | Add +58.1% | 792 | $46K |
| Parallel Advisors, LLC | 0.00% | No change | 560 | $32K |
| Archer Investment Corp | 0.01% | Add +0.2% | 559 | $32K |
| Key Financial Inc | 0.01% | No change | 456 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 398 | $23K |
| GW&K Investment Management, LLC | 0.00% | New | 364 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 350 | $20K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -20.6% | 369 | $20K |
| Abound Wealth Management | 0.01% | No change | 317 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | New | 300 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 256 | $15K |
| Transce3nd, LLC | 0.01% | No change | 234 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | New | 183 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 160 | $9K |
| Copia Wealth Management | 0.01% | No change | 130 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 125 | $7K |
| MTM Investment Management, LLC | 0.00% | New | 114 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 78 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 76 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 71 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 68 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 68 | $3K |
| Tsfg, LLC | 0.00% | No change | 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 | $982 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 13 | $772 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $58 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $58 |
| Briaud Financial Planning Inc | 0.00% | New | 17 | $0 |
"% 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.