Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q1 2026 (March 31)264holders −13
20new positions
26sold out
2famous investors
$60.01avg. 13F price*
At the end of Q1 2026, 264 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings, down 13 from Q4 2025. 20 opened new positions and 26 sold out. The largest holders were Invesco Ltd. ($1.0B), Balentine LLC ($311.5M) and Morgan Stanley ($264.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $31.9M |
| Exits | 26 | $72.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,469,010 shares bought and 7,890,136 shares sold, net −4,421,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Invesco Ltd. | 0.10% | Reduce -14.6% | 16,766,265 | $1.0B |
| Balentine LLC | 12.55% | Reduce -1.3% | 5,180,692 | $311.5M |
| Morgan Stanley | 0.02% | Reduce -1.4% | 4,398,927 | $264.5M |
| Bank of New York Mellon Corp | 0.04% | Add +33.5% | 3,711,567 | $223.1M |
| LPL Financial LLC | 0.04% | Reduce -3.4% | 2,701,696 | $162.4M |
| Bank of America Corp. | 0.01% | Reduce -12.3% | 1,933,177 | $116.2M |
| Arizona PSPRS Trust | 3.64% | Add +0.2% | 1,643,444 | $98.8M |
| UBS Group AG | 0.01% | Reduce -1.9% | 1,149,758 | $69.1M |
| Independent Advisor Alliance | 0.58% | Add +6955.8% | 893,617 | $53.7M |
| Mariner, LLC | 0.06% | Reduce -4.8% | 843,402 | $50.7M |
| HBK Sorce Advisory LLC | 1.02% | Reduce -4.5% | 744,720 | $50.1M |
| Arkadios Wealth Advisors | 0.69% | Add +10.3% | 697,082 | $41.9M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 686,409 | $41.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -36.9% | 620,871 | $37.7M |
| IHT Wealth Management, LLC | 0.87% | Add +10.4% | 620,816 | $37.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.6% | 455,990 | $27.4M |
| Baldwin Wealth Partners LLC | 1.92% | Reduce -3.5% | 439,187 | $26.4M |
| Brookstone Capital Management | 0.29% | Add +0.6% | 417,916 | $25.1M |
| Daido Life Insurance Co. | 3.57% | No change | 403,056 | $24.2M |
| Ashton Thomas Securities, LLC | 2.94% | Add +4.3% | 390,020 | $23.4M |
| Financial Enhancement Group LLC | 2.78% | Add +4.0% | 343,898 | $22.4M |
| Creative Planning | 0.01% | Reduce -3.2% | 341,058 | $20.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.8% | 337,568 | $20.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.4% | 325,712 | $19.6M |
| Gladstone Institutional Advisory LLC | 0.71% | Add +20.8% | 319,597 | $19.2M |
| Jones Financial Companies LLLP | 0.01% | Add +2.4% | 312,154 | $18.5M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +139.0% | 306,114 | $18.4M |
| Captrust Financial Advisors | 0.03% | Reduce -1.2% | 303,477 | $18.2M |
| Journey Strategic Wealth LLC | 0.42% | Add +1.1% | 283,384 | $17.0M |
| Curry Webb Wealth Management LLC | 7.85% | Add +33.8% | 276,426 | $16.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.4% | 266,290 | $16.0M |
| HighTower Advisors, LLC | 0.02% | Add +556.1% | 264,995 | $15.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +202.5% | 262,034 | $15.8M |
| Private Advisor Group, LLC | 0.07% | Add +10.8% | 260,367 | $15.7M |
| Daner Wealth Management, LLC | 8.90% | Reduce -9.5% | 225,476 | $15.1M |
| Clearstead Advisors, LLC | 0.14% | New | 251,553 | $15.1M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -1.5% | 245,282 | $14.7M |
| Financial Designs Corp | 7.75% | Add +0.0% | 231,466 | $13.9M |
| Waller Financial Planning Group, Inc. | 2.61% | Reduce -9.8% | 196,483 | $11.8M |
| Truist Financial Corp. | 0.01% | Reduce -15.1% | 156,996 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 159,520 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -72.0% | 153,629 | $9.2M |
| Foguth Wealth Management, LLC. | 1.00% | Reduce -17.5% | 125,263 | $8.6M |
| ERn Financial, LLC | 1.61% | Reduce -14.9% | 142,431 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -22.4% | 140,993 | $8.5M |
| RFG Advisory, LLC | 0.15% | New | 135,593 | $8.2M |
| Solano Wealth Investment Advisors LLC | 3.86% | Reduce -1.8% | 128,750 | $7.7M |
| Cetera Investment Advisers | 0.01% | Reduce -17.8% | 126,038 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.2% | 125,835 | $7.6M |
| Sage Mountain Advisors LLC | 0.51% | No change | 120,800 | $7.3M |
| Asset Allocation Strategies LLC | 1.17% | Reduce -15.0% | 109,695 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 109,448 | $6.6M |
| PAX Financial Group, LLC | 0.97% | Reduce -24.6% | 94,797 | $5.7M |
| Avestar Capital, LLC | 0.38% | Add +2.4% | 92,090 | $5.5M |
| WCG Wealth Advisors LLC | 0.15% | Reduce -17.1% | 89,365 | $5.4M |
| Quantinno Capital Management LP | 0.01% | Reduce -14.9% | 88,462 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.3% | 84,992 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.6% | 76,376 | $4.6M |
| Mgo One Seven LLC | 0.08% | Reduce -8.4% | 69,144 | $4.2M |
| Gateway Wealth Partners, LLC | 0.16% | New | 67,876 | $4.1M |
| Centerpoint Advisory Group | 2.99% | Reduce -1.0% | 65,966 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -25.4% | 64,129 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -13.6% | 63,637 | $3.8M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -7.7% | 62,767 | $3.8M |
| Arete Wealth Advisors, LLC | 0.28% | Reduce -49.7% | 62,620 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +0.1% | 62,527 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.78% | Reduce -3.6% | 62,197 | $3.7M |
| Orrstown Financial Services Inc. | 0.62% | Reduce -93.1% | 61,483 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.3% | 59,659 | $3.6M |
| Triad Wealth Partners, LLC | 0.27% | Add +34.7% | 56,407 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -0.5% | 55,784 | $3.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +23.7% | 50,748 | $3.1M |
| Proactive Wealth Strategies LLC | 0.57% | Add +101.4% | 50,069 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +320.6% | 49,601 | $3.0M |
| Advocacy Wealth Management, LLC | 0.13% | No change | 49,298 | $3.0M |
| Keating Financial Advisory Services, Inc. | 0.46% | Add +100.1% | 46,950 | $2.8M |
| IFP Advisors, Inc | 0.06% | Add +41.1% | 46,386 | $2.8M |
| &partners | 0.01% | Reduce -17.5% | 43,158 | $2.6M |
| Selby Wealth Management, LLC | 1.01% | Reduce -2.6% | 42,628 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -7.3% | 42,500 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -17.9% | 42,342 | $2.5M |
| Defined Wealth Management, LLC | 1.47% | Add +0.5% | 41,828 | $2.5M |
| Cozad Asset Management Inc. | 0.18% | Reduce -3.1% | 38,914 | $2.3M |
| Retirement Planning Group, LLC | 0.07% | Reduce -8.2% | 38,044 | $2.3M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -2.0% | 35,754 | $2.1M |
| Valued Retirements, Inc. | 2.09% | No change | 35,523 | $2.1M |
| AlphaCore Capital LLC | 0.05% | Add +0.2% | 34,407 | $2.1M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -51.8% | 34,027 | $2.0M |
| Goldstone Financial Group, LLC | 0.21% | Reduce -4.2% | 32,471 | $2.0M |
| Colonial River Investments, LLC | 0.69% | Add +4.5% | 32,014 | $1.9M |
| Sequent Planning LLC | 0.46% | Reduce -1.4% | 31,978 | $1.9M |
| Apella Capital, LLC | 0.03% | Reduce -5.0% | 27,478 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Add +6.8% | 29,579 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +329.8% | 28,569 | $1.7M |
| Milestone Investment Advisors LLC | 0.39% | Reduce -3.8% | 26,645 | $1.6M |
| Muirfield Wealth Advisors LLC | 1.17% | Add +1.0% | 26,388 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -21.8% | 25,962 | $1.6M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -3.6% | 24,618 | $1.5M |
| Longview Financial Advisors, Inc. | 0.89% | Reduce -0.9% | 24,355 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.26% | Reduce -15.8% | 23,376 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -9.3% | 22,766 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.9% | 22,023 | $1.3M |
| Elevation Capital Advisory, LLC | 0.56% | Reduce -3.7% | 21,728 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -13.0% | 21,303 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +19.5% | 20,243 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -31.2% | 20,007 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -8.1% | 19,272 | $1.2M |
| Retirement Planning Group, LLC / NY | 0.74% | Reduce -11.0% | 19,048 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 18,852 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | Reduce -65.3% | 17,687 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -6.8% | 17,220 | $1.0M |
| Rooted Wealth Advisors, Inc. | 0.27% | Reduce -35.7% | 15,790 | $1.0M |
| Moneco Advisors, LLC | 0.08% | Reduce -0.2% | 16,578 | $997K |
| HB Wealth Management, LLC | 0.01% | Add +395.6% | 16,364 | $984K |
| Spire Wealth Management | 0.03% | No change | 16,330 | $982K |
| Sowell Financial Services LLC | 0.04% | Reduce -7.5% | 16,317 | $981K |
| Flagstar Securities, Inc. | 0.35% | Add +12.4% | 16,146 | $971K |
| ORBA Wealth Advisors, L.L.C. | 1.12% | Reduce -23.0% | 15,600 | $938K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.2% | 15,325 | $921K |
| Alteri Wealth LLC | 0.28% | Reduce -15.8% | 14,292 | $859K |
| SHP Wealth Management | 0.06% | Reduce -22.4% | 14,270 | $858K |
| CreativeOne Wealth, LLC | 0.02% | Add +11.6% | 13,798 | $830K |
| Fox Financial, Inc | 0.67% | Reduce -1.9% | 13,719 | $825K |
| Williams & Novak, LLC | 0.61% | New | 13,367 | $811K |
| Signal Advisors Wealth, LLC | 0.05% | Add +18.6% | 13,210 | $794K |
| WealthPlan Investment Management, LLC | 0.04% | New | 12,885 | $775K |
| PFG Advisors | 0.04% | Reduce -57.5% | 12,851 | $773K |
| Laurel Oak Wealth Management, LLC | 0.13% | Add +177.8% | 12,841 | $772K |
| Channel Wealth LLC | 0.18% | Add +8.7% | 12,515 | $752K |
| Apollon Financial, LLC | 0.10% | Reduce -14.4% | 11,904 | $716K |
| Landmark Wealth Management, Inc. | 0.27% | Reduce -3.5% | 11,841 | $712K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.0% | 11,832 | $711K |
| CAP Partners, LLC | 0.40% | Reduce -0.2% | 11,772 | $708K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.0% | 11,174 | $672K |
| Sigma Planning Corp | 0.02% | Reduce -1.7% | 11,131 | $669K |
| FMR LLC | 0.00% | Add +2.7% | 11,120 | $669K |
| Up Strategic Wealth Investment Advisors LLC | 0.39% | No change | 9,379 | $626K |
| Wood Tarver Financial Group, LLC | 0.17% | Reduce -6.1% | 10,385 | $624K |
| Axis Wealth Partners, LLC | 0.33% | Add +5.0% | 10,378 | $624K |
| Liberty Atlantic Advisors LLC | 0.53% | Reduce -9.7% | 10,327 | $621K |
| LM Advisors LLC | 3.31% | Reduce -5.7% | 35,725 | $595K |
| Harbour Investments, Inc. | 0.01% | Add +941.1% | 9,453 | $568K |
| Waldron Private Wealth LLC | 0.02% | No change | 9,298 | $559K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.4% | 9,276 | $558K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -72.9% | 9,092 | $547K |
| TopTier Wealth Management, LLC | 0.33% | Reduce -0.1% | 8,973 | $539K |
| Atria Investments, Inc | 0.01% | Add +35.5% | 8,744 | $526K |
| Simplicity Wealth,LLC | 0.03% | Add +1.2% | 8,737 | $525K |
| Waverly Advisors, LLC | 0.00% | No change | 8,543 | $514K |
| Advyzon Investment Management, LLC | 0.05% | Add +18.2% | 8,467 | $509K |
| Petix & Botte Co | 0.23% | Reduce -49.0% | 8,451 | $508K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.3% | 8,106 | $487K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.7% | 7,904 | $475K |
| Empirical Asset Management, LLC | 0.12% | Add +2.2% | 7,603 | $457K |
| Herold Advisors, Inc. | 0.10% | No change | 7,590 | $456K |
| Vantage Point Financial LLC | 0.16% | Add +4.5% | 7,495 | $451K |
| Elite Life Management LLC | 0.55% | Add +16.6% | 6,517 | $439K |
| Graney & King, LLC | 0.23% | Reduce -1.7% | 7,174 | $431K |
| Ascentis Independent Advisors | 0.03% | Add +0.2% | 7,037 | $423K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.1% | 6,951 | $418K |
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 6,877 | $413K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.4% | 6,758 | $406K |
| First National Trust Co | 0.01% | Reduce -37.1% | 6,720 | $404K |
| Bank of Montreal | 0.00% | No change | 6,656 | $400K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,665 | $400K |
| Assetmark, Inc. | 0.00% | Reduce -6.7% | 6,499 | $391K |
| Baird Financial Group, Inc. | 0.00% | Reduce -23.1% | 6,450 | $388K |
| ACT Advisors, LLC. | 0.16% | Reduce -1.3% | 6,297 | $379K |
| NCM Capital Management, LLC | 0.13% | No change | 6,251 | $376K |
| truNorth Financial Services, Inc. | 0.39% | Reduce -2.0% | 6,215 | $374K |
| Point72 Asset Management | 0.00% | Add +24.1% | 6,172 | $371K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.4% | 6,132 | $369K |
| Catalyst Financial Partners LLC | 0.04% | New | 5,699 | $343K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -16.1% | 5,674 | $341K |
| Equity Wealth Partners, LLC | 0.22% | Reduce -7.0% | 5,610 | $337K |
| WESPAC Advisors SoCal, LLC | 0.07% | No change | 5,525 | $332K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -4.9% | 5,470 | $329K |
| Wellington-Altus USA Inc. | 0.19% | Add +174.1% | 4,660 | $319K |
| Pacific Financial Group Inc. | 0.17% | Add +0.2% | 5,154 | $310K |
| Cwm, LLC | 0.00% | Add +12.7% | 5,039 | $303K |
| United Advisor Group, LLC | 0.04% | Reduce -2.4% | 5,003 | $301K |
| EdgeRock Capital LLC | 0.08% | Add +0.1% | 4,971 | $299K |
| Rockefeller Capital Management L.P. | 0.00% | Add +74.2% | 4,870 | $293K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | New | 4,841 | $291K |
| 49 Wealth Management, LLC | 0.02% | Add +0.3% | 4,804 | $289K |
| Spinnaker Trust | 0.02% | No change | 4,631 | $278K |
| Wbi Investments, LLC | 0.08% | New | 4,592 | $276K |
| Millington Securities, LLC | 0.08% | — | 4,592 | $276K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.5% | 4,571 | $275K |
| John W. Brooker & Co., CPAs | 0.42% | Reduce -2.3% | 4,468 | $269K |
| HBW Advisory Services LLC | 0.03% | Add +0.3% | 4,316 | $259K |
| Advisory Services Network, LLC | 0.00% | Add +0.0% | 4,270 | $257K |
| Two Sigma Securities, LLC | 0.03% | New | 4,252 | $256K |
| Beacon Wealthcare LLC | 0.09% | No change | 4,210 | $253K |
| Arq Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 4,208 | $253K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -16.7% | 4,175 | $251K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -2.4% | 4,068 | $245K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.6% | 4,036 | $243K |
| VestGen Advisors, LLC | 0.01% | Reduce -59.2% | 3,368 | $226K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -5.0% | 3,688 | $222K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,672 | $221K |
| Focus Partners Wealth | 0.00% | Reduce -5.9% | 3,566 | $214K |
| San Luis Wealth Advisors LLC | 0.04% | Reduce -96.7% | 3,557 | $214K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,501 | $210K |
| MOR Wealth Management, LLC | 0.09% | No change | 3,400 | $204K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.1% | 3,337 | $201K |
| Paces Ferry Wealth Advisors, LLC | 0.08% | Reduce -2.2% | 3,329 | $200K |
| Fifth Third Bancorp | 0.00% | New | 3,261 | $196K |
| IFG Advisory, LLC | 0.56% | Reduce -99.1% | 3,255 | $196K |
| Aptus Capital Advisors, LLC | 0.00% | Add +34.6% | 3,161 | $190K |
| Richards, Merrill & Peterson, Inc. | 0.07% | Add +3.6% | 2,979 | $179K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -26.9% | 2,800 | $168K |
| Goodman Advisory Group, LLC | 0.04% | Add +60725.0% | 2,433 | $146K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 2,365 | $142K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 2,161 | $130K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,051 | $123K |
| Corient Private Wealth LP | 0.00% | Reduce -3.4% | 249,150 | $121K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,895 | $114K |
| GeoWealth Management, LLC | 0.00% | Add +23.9% | 1,864 | $112K |
| AE Wealth Management LLC | 0.00% | Reduce -96.2% | 1,676 | $101K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,645 | $99K |
| Bollard Group LLC | 0.00% | New | 1,527 | $92K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 1,482 | $90K |
| Wellington Grp LLC | 0.02% | No change | 1,301 | $78K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $74K |
| Webster Bank, N. A. | 0.01% | New | 1,137 | $68K |
| Private Trust Co. NA | 0.01% | Add +33.7% | 1,100 | $66K |
| Capital Analysts, LLC | 0.00% | No change | 994 | $60K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 922 | $55K |
| Frazier Financial Advisors, LLC | 0.03% | Add +5769.2% | 763 | $46K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.7% | 754 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.2% | 749 | $45K |
| Parallel Advisors, LLC | 0.00% | Add +28.6% | 720 | $43K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +63.7% | 686 | $41K |
| Sound Income Strategies, LLC | 0.00% | New | 602 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.8% | 536 | $32K |
| Sunbelt Securities, Inc. | 0.00% | No change | 520 | $31K |
| Mather Group, Llc. | 0.00% | New | 478 | $29K |
| Abound Wealth Management | 0.01% | Add +43.9% | 456 | $27K |
| Key Financial Inc | 0.00% | No change | 456 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -98.2% | 449 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 398 | $24K |
| GW&K Investment Management, LLC | 0.00% | No change | 364 | $22K |
| Archer Investment Corp | 0.00% | Add +0.3% | 345 | $21K |
| MCF Advisors LLC | 0.00% | New | 156 | $9K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 140 | $8K |
| Copia Wealth Management | 0.01% | No change | 130 | $8K |
| MAI Capital Management | 0.00% | No change | 116 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 114 | $7K |
| Citigroup Inc. | 0.00% | Add +213.3% | 94 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 90 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 78 | $5K |
| CGC Financial Services, LLC | 0.00% | New | 75 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $4K |
| WFA of San Diego, LLC | 0.00% | No change | 68 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 68 | $4K |
| Tsfg, LLC | 0.00% | No change | 28 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 32 | $2K |
| Signaturefd, LLC | 0.00% | No change | 22 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 10 | $601 |
| Russell Investments Group, Ltd. | 0.00% | No change | 10 | $601 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $61 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $60 |
"% 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.