Invesco Russell 1000 DYN M/FOMFLETF
13F holders, Q2 2026 (June 30)271holders +7
25new positions
18sold out
2famous investors
$67.86avg. 13F price*
At the end of Q2 2026, 271 institutions reported holding Invesco Russell 1000 DYN M/F (OMFL) in their 13F filings, up 7 from Q1 2026. 25 opened new positions and 18 sold out. The largest holders were Invesco Ltd. ($1.0B), Balentine LLC ($357.8M) and Morgan Stanley ($277.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $99.9M |
| Exits | 18 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 3,432,651 shares bought and 4,152,259 shares sold, net −719,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Invesco Ltd. | 0.08% | Reduce -10.3% | 15,032,861 | $1.0B |
| Balentine LLC | 12.72% | Add +0.8% | 5,220,224 | $357.8M |
| Morgan Stanley | 0.01% | Reduce -7.8% | 4,053,994 | $277.9M |
| Bank of New York Mellon Corp | 0.04% | Add +1.1% | 3,750,966 | $257.1M |
| LPL Financial LLC | 0.04% | Reduce -2.1% | 2,645,578 | $181.3M |
| Bank of America Corp. | 0.01% | Reduce -12.7% | 1,688,140 | $115.7M |
| Arizona PSPRS Trust | 4.21% | Add +0.2% | 1,647,064 | $112.9M |
| CI Investments Inc. | 0.29% | New | 1,326,112 | $90.9M |
| UBS Group AG | 0.01% | Add +2.8% | 1,181,673 | $81.0M |
| Mariner, LLC | 0.06% | Reduce -6.7% | 786,924 | $53.9M |
| Arkadios Wealth Advisors | 0.81% | Add +10.2% | 768,374 | $52.7M |
| HBK Sorce Advisory LLC | 1.00% | Reduce -3.1% | 721,672 | $51.1M |
| IHT Wealth Management, LLC | 1.05% | Add +15.5% | 716,998 | $49.1M |
| Wells Fargo & Company | 0.01% | Reduce -5.2% | 651,000 | $44.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.8% | 626,158 | $43.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.4% | 435,760 | $29.9M |
| Brookstone Capital Management | 0.29% | Reduce -0.1% | 417,609 | $28.6M |
| Baldwin Wealth Partners LLC | 1.85% | Reduce -6.1% | 412,246 | $28.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +26.2% | 410,945 | $28.2M |
| Ashton Thomas Securities, LLC | 4.12% | Add +4.2% | 406,570 | $27.9M |
| Daido Life Insurance Co. | 3.76% | No change | 403,056 | $27.6M |
| Financial Enhancement Group LLC | 2.99% | Add +6.3% | 365,652 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.2% | 365,270 | $25.0M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +17.5% | 359,730 | $24.7M |
| IFG Advisory, LLC | 0.86% | Add +10941.4% | 359,396 | $24.6M |
| Creative Planning | 0.01% | Reduce -4.4% | 326,199 | $22.4M |
| Jones Financial Companies LLLP | 0.01% | Add +2.3% | 319,382 | $21.5M |
| Gladstone Institutional Advisory LLC | 0.68% | Reduce -2.2% | 312,508 | $21.4M |
| Captrust Financial Advisors | 0.03% | Add +2.6% | 311,470 | $21.3M |
| Curry Webb Wealth Management LLC | 8.68% | Add +10.6% | 305,807 | $21.0M |
| HighTower Advisors, LLC | 0.02% | Add +12.9% | 299,186 | $20.5M |
| Osaic Holdings, Inc. | 0.02% | Add +8.0% | 287,641 | $19.7M |
| Private Advisor Group, LLC | 0.09% | Add +4.2% | 271,293 | $18.6M |
| MW Advisory, LLC | 6.61% | — | 241,529 | $16.6M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -3.3% | 237,096 | $16.3M |
| Daner Wealth Management, LLC | 8.56% | Reduce -2.0% | 220,990 | $15.8M |
| Financial Designs Corp | 8.36% | Reduce -1.7% | 227,556 | $15.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +45.0% | 222,808 | $15.3M |
| Corient Private Wealth LP | 0.02% | Reduce -11.0% | 221,654 | $15.2M |
| Foguth Wealth Management, LLC. | 1.61% | Add +65.0% | 206,683 | $14.2M |
| Waller Financial Planning Group, Inc. | 2.57% | Reduce -7.3% | 182,037 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 166,437 | $11.3M |
| Truist Financial Corp. | 0.01% | Add +3.0% | 161,739 | $11.1M |
| Sage Mountain Advisors LLC | 0.64% | Add +25.7% | 151,832 | $10.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.4% | 137,601 | $9.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.0% | 135,909 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.4% | 135,131 | $9.3M |
| Cetera Investment Advisers | 0.01% | Add +6.5% | 134,195 | $9.2M |
| ERn Financial, LLC | 1.52% | Reduce -6.1% | 133,689 | $9.2M |
| Solano Wealth Investment Advisors LLC | 3.98% | Reduce -0.9% | 127,571 | $8.7M |
| Asset Allocation Strategies LLC | 1.19% | Add +3.0% | 113,000 | $7.7M |
| Clearstead Advisors, LLC | 0.07% | Reduce -55.2% | 112,716 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.7% | 106,487 | $7.3M |
| Avestar Capital, LLC | 0.39% | Add +5.7% | 97,315 | $6.7M |
| PAX Financial Group, LLC | 0.95% | Reduce -1.4% | 93,467 | $6.4M |
| Keating Financial Advisory Services, Inc. | 0.78% | Add +83.2% | 86,001 | $5.9M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -4.4% | 85,442 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -2.5% | 82,880 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +20.7% | 77,430 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +15.7% | 73,629 | $5.0M |
| Mgo One Seven LLC | 0.08% | Add +4.2% | 72,011 | $4.9M |
| Triad Wealth Partners, LLC | 0.28% | Add +18.3% | 66,725 | $4.7M |
| Centerpoint Advisory Group | 2.83% | Reduce -1.2% | 65,197 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1218.1% | 64,193 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.1% | 64,063 | $4.4M |
| RPg Family Wealth Advisory, LLC | 0.72% | Add +0.6% | 62,586 | $4.3M |
| AQR Capital Management | 0.00% | Add +8.5% | 60,518 | $4.1M |
| RFG Advisory, LLC | 0.06% | Reduce -56.0% | 59,704 | $4.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.5% | 59,389 | $4.1M |
| Arete Wealth Advisors, LLC | 0.27% | Reduce -5.9% | 58,902 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -9.1% | 56,860 | $3.9M |
| Advocacy Wealth Management, LLC | 0.14% | Add +11.6% | 55,036 | $3.8M |
| Quantinno Capital Management LP | 0.00% | Reduce -41.0% | 52,157 | $3.6M |
| Perennial Investment Advisors, LLC | 0.24% | Reduce -17.9% | 51,501 | $3.5M |
| Orrstown Financial Services Inc. | 0.52% | Reduce -17.6% | 50,660 | $3.5M |
| Proactive Wealth Strategies LLC | 0.55% | Reduce -0.8% | 49,694 | $3.4M |
| Independent Advisor Alliance | 0.08% | Reduce -94.6% | 48,275 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -5.5% | 46,880 | $3.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -12.5% | 44,424 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.4% | 42,668 | $2.9M |
| IFP Advisors, Inc | 0.05% | Reduce -9.2% | 42,118 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.9% | 41,521 | $2.8M |
| Selby Wealth Management, LLC | 1.01% | Reduce -2.6% | 41,505 | $2.8M |
| Defined Wealth Management, LLC | 1.43% | Reduce -2.9% | 40,603 | $2.8M |
| Flow Traders U.S. LLC | 0.11% | Add +120.0% | 38,914 | $2.7M |
| Retirement Planning Group, LLC | 0.07% | Reduce -1.9% | 37,330 | $2.6M |
| &partners | 0.01% | Reduce -13.8% | 37,206 | $2.5M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -0.6% | 35,552 | $2.4M |
| AlphaCore Capital LLC | 0.04% | Add +0.2% | 34,482 | $2.4M |
| Cozad Asset Management Inc. | 0.15% | Reduce -13.0% | 33,864 | $2.3M |
| Colonial River Investments, LLC | 0.65% | Add +3.5% | 33,128 | $2.3M |
| Sequent Planning LLC | 0.47% | Add +0.9% | 32,256 | $2.2M |
| Valued Retirements, Inc. | 1.92% | Reduce -12.4% | 31,130 | $2.1M |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -55.5% | 30,196 | $2.1M |
| Goldstone Financial Group, LLC | 0.19% | Reduce -8.0% | 29,879 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +709.8% | 29,737 | $2.0M |
| Western Wealth Management, LLC | 0.06% | Reduce -5.9% | 27,827 | $1.9M |
| Apella Capital, LLC | 0.03% | Reduce -1.2% | 27,151 | $1.9M |
| Integrity Alliance, Llc. | 0.06% | New | 26,870 | $1.8M |
| Milestone Investment Advisors LLC | 0.39% | No change | 26,645 | $1.8M |
| Muirfield Wealth Advisors LLC | 1.17% | Reduce -0.8% | 26,168 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.4% | 24,558 | $1.7M |
| Longview Financial Advisors, Inc. | 0.97% | Reduce -0.6% | 24,211 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.24% | Add +2.9% | 24,054 | $1.6M |
| Archford Capital Strategies, LLC | 0.16% | Reduce -4.8% | 23,429 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 22,910 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 22,800 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.3% | 21,073 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -26.4% | 21,012 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +4.8% | 20,978 | $1.4M |
| Laurel Oak Wealth Management, LLC | 0.21% | Add +60.8% | 20,643 | $1.4M |
| Signal Advisors Wealth, LLC | 0.07% | Add +50.9% | 19,927 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -41.6% | 19,884 | $1.4M |
| Elevation Capital Advisory, LLC | 0.52% | Reduce -9.9% | 19,578 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.4% | 19,560 | $1.3M |
| Retirement Planning Group, LLC / NY | 0.71% | Add +0.1% | 19,062 | $1.3M |
| Diversified Trust Co. | 0.02% | New | 18,438 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -16.6% | 17,763 | $1.2M |
| Flagstar Securities, Inc. | 0.36% | Add +7.3% | 17,318 | $1.2M |
| Petix & Botte Co | 0.23% | Add +96.9% | 16,642 | $1.1M |
| Spire Wealth Management | 0.03% | No change | 16,330 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.4% | 15,804 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Reduce -4.1% | 15,651 | $1.1M |
| Moneco Advisors, LLC | 0.07% | Reduce -5.7% | 15,628 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 15,142 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +66.3% | 15,119 | $1.0M |
| Rooted Wealth Advisors, Inc. | 0.25% | Reduce -5.7% | 14,894 | $1.0M |
| ORBA Wealth Advisors, L.L.C. | 0.82% | Reduce -10.2% | 14,013 | $960K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.7% | 13,994 | $959K |
| Simplicity Wealth,LLC | 0.03% | Add +57.2% | 13,737 | $942K |
| Alteri Wealth LLC | 0.26% | Reduce -4.6% | 13,640 | $935K |
| Susquehanna International Group, LLP | 0.00% | Add +193.7% | 13,424 | $920K |
| Fox Financial, Inc | 0.63% | Reduce -4.0% | 13,163 | $902K |
| FMR LLC | 0.00% | Add +16.7% | 12,978 | $890K |
| SHP Wealth Management | 0.06% | Reduce -9.2% | 12,961 | $888K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -3.2% | 12,472 | $855K |
| Apollon Financial, LLC | 0.10% | No change | 11,904 | $816K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 11,841 | $812K |
| National Bank of Canada | 0.00% | Reduce -38.7% | 11,816 | $809K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -14.9% | 11,746 | $805K |
| CAP Partners, LLC | 0.38% | Reduce -3.5% | 11,361 | $779K |
| Sigma Planning Corp | 0.02% | Reduce -2.6% | 10,840 | $743K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.9% | 10,519 | $720K |
| Wood Tarver Financial Group, LLC | 0.17% | Reduce -0.3% | 10,351 | $709K |
| Channel Wealth LLC | 0.16% | Reduce -18.2% | 10,237 | $702K |
| Axis Wealth Partners, LLC | 0.33% | Reduce -3.2% | 10,050 | $689K |
| Perigon Wealth Management, LLC | 0.01% | Add +19.7% | 9,704 | $665K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.5% | 9,698 | $665K |
| Up Strategic Wealth Investment Advisors LLC | 0.39% | Reduce -0.8% | 9,300 | $659K |
| Harbour Investments, Inc. | 0.01% | Add +1.4% | 9,587 | $657K |
| OneDigital Investment Advisors LLC | 0.01% | New | 9,462 | $649K |
| Vantus Wealth LLC | 0.34% | — | 9,386 | $643K |
| BlackRock, Inc. | 0.00% | Add +33.5% | 9,182 | $629K |
| Waldron Private Wealth LLC | 0.02% | Reduce -2.6% | 9,055 | $621K |
| TopTier Wealth Management, LLC | 0.37% | Add +0.1% | 8,978 | $615K |
| Landmark Wealth Management, Inc. | 0.20% | Reduce -24.4% | 8,954 | $614K |
| Empirical Asset Management, LLC | 0.14% | Add +15.7% | 8,800 | $603K |
| Advyzon Investment Management, LLC | 0.04% | No change | 8,467 | $580K |
| Vantage Point Financial LLC | 0.17% | Add +5.1% | 7,875 | $540K |
| Global Retirement Partners, LLC | 0.01% | — | 7,593 | $520K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.2% | 7,576 | $519K |
| Herold Advisors, Inc. | 0.10% | Reduce -3.3% | 7,340 | $502K |
| Assetmark, Inc. | 0.00% | Add +12.7% | 7,321 | $502K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.6% | 6,968 | $478K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 6,951 | $476K |
| First National Trust Co | 0.02% | Reduce -0.1% | 6,713 | $460K |
| Waverly Advisors, LLC | 0.00% | Reduce -21.6% | 6,700 | $459K |
| Camelot Portfolios, LLC | 0.32% | New | 6,672 | $457K |
| Bank of Montreal | 0.00% | No change | 6,656 | $456K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,665 | $456K |
| Elite Life Management LLC | 0.52% | Reduce -3.8% | 6,267 | $444K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,450 | $442K |
| Graney & King, LLC | 0.15% | Reduce -12.7% | 6,260 | $429K |
| NCM Capital Management, LLC | 0.13% | No change | 6,251 | $428K |
| Liberty Atlantic Advisors LLC | 0.31% | Reduce -39.6% | 6,238 | $428K |
| truNorth Financial Services, Inc. | 0.38% | No change | 6,215 | $426K |
| Equity Wealth Partners, LLC | 0.14% | Add +2.0% | 5,722 | $392K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +4.1% | 5,694 | $390K |
| Williams & Novak, LLC | 0.26% | Reduce -57.6% | 5,667 | $388K |
| Aptus Capital Advisors, LLC | 0.00% | Add +78.5% | 5,644 | $387K |
| WESPAC Advisors SoCal, LLC | 0.07% | No change | 5,525 | $379K |
| Pacific Financial Group Inc. | 0.17% | Add +0.2% | 5,166 | $354K |
| GTS Securities LLC | 0.01% | New | 5,143 | $353K |
| United Advisor Group, LLC | 0.04% | No change | 5,003 | $343K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -13.7% | 4,896 | $336K |
| PFG Advisors | 0.02% | Reduce -62.5% | 4,821 | $330K |
| Spinnaker Trust | 0.02% | No change | 4,631 | $317K |
| Wbi Investments, LLC | 0.08% | Reduce -0.3% | 4,577 | $314K |
| Insigneo Advisory Services, LLC | 0.01% | New | 4,530 | $310K |
| Meridian Financial Advisors, LLC | 0.15% | New | 4,519 | $310K |
| EdgeRock Capital LLC | 0.07% | Reduce -9.3% | 4,508 | $309K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -21.2% | 4,492 | $308K |
| Advisory Services Network, LLC | 0.00% | Add +2.6% | 4,383 | $300K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -35.6% | 4,352 | $298K |
| HBW Advisory Services LLC | 0.03% | Add +0.2% | 4,325 | $296K |
| VestGen Advisors, LLC | 0.01% | Add +27.6% | 4,299 | $295K |
| Beacon Wealthcare LLC | 0.09% | No change | 4,210 | $289K |
| ACT Advisors, LLC. | 0.09% | Reduce -34.0% | 4,156 | $285K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 4,122 | $283K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,036 | $277K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,810 | $261K |
| Focus Partners Wealth | 0.00% | Add +5.6% | 3,766 | $258K |
| Arq Wealth Advisors, LLC | 0.03% | Reduce -14.6% | 3,593 | $246K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,501 | $240K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -15.8% | 3,427 | $235K |
| MOR Wealth Management, LLC | 0.09% | No change | 3,400 | $233K |
| Firethorn Wealth Partners, LLC | 0.07% | Reduce -8.4% | 3,377 | $231K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.1% | 3,340 | $229K |
| Paces Ferry Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 3,262 | $224K |
| Money Concepts Capital Corp. | 0.01% | New | 3,228 | $221K |
| GeoWealth Management, LLC | 0.01% | Add +72.3% | 3,211 | $220K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,083 | $211K |
| Richards, Merrill & Peterson, Inc. | 0.07% | Add +3.0% | 3,070 | $210K |
| Fifth Third Bancorp | 0.00% | Reduce -6.3% | 3,057 | $210K |
| Haverford Trust Co | 0.00% | New | 3,047 | $209K |
| Talon Private Wealth, LLC | 0.02% | New | 2,958 | $203K |
| Point72 Asset Management | 0.00% | Reduce -52.2% | 2,952 | $202K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,932 | $201K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,932 | $201K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,696 | $185K |
| Beacon Financial Strategies CORP | 0.08% | New | 2,448 | $168K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,370 | $162K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,051 | $141K |
| SouthState Bank Corp | 0.01% | New | 2,049 | $140K |
| Concord Wealth Partners | 0.02% | New | 1,934 | $133K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,895 | $130K |
| Arax Advisory Partners | 0.00% | Reduce -17.0% | 1,793 | $123K |
| AE Wealth Management LLC | 0.00% | Add +1.9% | 1,708 | $117K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,645 | $113K |
| Bollard Group LLC | 0.00% | Add +0.2% | 1,530 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +65.9% | 1,530 | $105K |
| Wellington-Altus USA Inc. | 0.07% | Reduce -63.5% | 1,700 | $102K |
| International Assets Investment Management, LLC | 0.01% | Add +0.2% | 1,485 | $102K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -50.9% | 1,375 | $94K |
| TD Capital Management LLC | 0.01% | No change | 1,225 | $84K |
| Private Trust Co. NA | 0.01% | Add +9.9% | 1,209 | $83K |
| Capital Analysts, LLC | 0.00% | Add +20.7% | 1,200 | $82K |
| Silver Oak Securities, Incorporated | 0.00% | New | 952 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +28.9% | 928 | $64K |
| Mather Group, Llc. | 0.00% | Add +91.6% | 916 | $63K |
| CoreCap Advisors, LLC | 0.00% | Add +20.8% | 911 | $62K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 763 | $52K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 686 | $47K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.8% | 608 | $42K |
| LM Advisors LLC | 0.17% | Add +1508.3% | 574,567 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 536 | $37K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +18.9% | 534 | $37K |
| Abound Wealth Management | 0.01% | Add +8.1% | 493 | $34K |
| Key Financial Inc | 0.01% | No change | 456 | $31K |
| Allworth Financial LP | 0.00% | New | 402 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 398 | $27K |
| GW&K Investment Management, LLC | 0.00% | No change | 364 | $25K |
| Archer Investment Corp | 0.00% | No change | 345 | $24K |
| Compass Financial Management LLC | 0.00% | — | 249 | $17K |
| Fiduciary Financial Advisors | 0.00% | New | 160 | $11K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 140 | $10K |
| Copia Wealth Management | 0.01% | No change | 130 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 114 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 90 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 78 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 75 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 68 | $5K |
| LifeSteps Financial, Inc. | 0.00% | New | 43 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +250.0% | 35 | $2K |
| Tsfg, LLC | 0.00% | No change | 28 | $2K |
| Downshift Financial, LLC | 0.00% | New | 28 | $2K |
| Signaturefd, LLC | 0.00% | No change | 22 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1 | $70 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $69 |
"% 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.