How many institutions own OMFL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OMFL shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Invesco Russell 1000 Dynamic Multifactor ETF stock?

CREATIVE PLANNING, in the last quarter, reduced its stake in OMFL by -4.36% restricting it's holding to 326.2 thousand shares of worth nearly $22.36M. INTEGRATED WEALTH CONCEPTS LLC also lessened -3.34% of the OMFL shares from its portfolio, reducing its holding to 237.1 thousand shares of worth $16.25M. MARINER, LLC also shunned OMFL shares holding by -6.7% last quarter which brought its holding to 786.92 thousand shares worth $53.94M.

Investors who are buying OMFL stock?

As per its latest 13F filing, FOGUTH WEALTH MANAGEMENT, LLC. increased its stake in OMFL by 65% in the last quarter. The institutional holder raised its holding to 206.68 thousand shares having worth more than $14.16M. UBS GROUP AG also added 2.78% more shares of OMFL to its portfolio, raising its holding to 1.18 million shares of worth $80.99M. CI INVESTMENTS INC. also increased its OMFL shares holding by 100% which brought its holding to 1.33 million shares worth $90.89M.

OMFL's major insiders: who are they?

The insider with the most stakes in OMFL is N/A , N/A at the company. Additionally, OMFL stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell OMFL stock?

Company executives, directors, and other insiders own N/A percent of Invesco Russell 1000 Dynamic Multifactor ETF's stock. Within the last six months, there have been 0 transaction(s) in which OMFL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased OMFL stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Russell 1000 Dynamic Multifactor ETF insiders have bought stock, totalling 0 shares

How much of OMFL does insiders own?

Around 0 Invesco Russell 1000 Dynamic Multifactor ETF shares are held by insiders, which represents about N/A of OMFL stock.

Who is the insider with the largest stake?

OMFL N/A, N/A holds the largest portfolio of the company's shares. OMFL shares owned by N/A total nearly -.

Which institution holds the most shares in OMFL?

FOGUTH WEALTH MANAGEMENT, LLC. is the largest institutional owner in OMFL which holds 206.68 thousand shares worth $14.16M or 0.3% of the total OMFL shares outstanding followed by CREATIVE PLANNING with ownership of 326.2 thousand shares representing 0.48% of the OMFL ownership. INTEGRATED WEALTH CONCEPTS LLC is the third largest stakeholder with 237.1 thousand shares or 0.34% of the ownership worth more than $16.25M.

Is Invesco Russell 1000 Dynamic Multifactor ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OMFL is concerned, it is a stock which is optionable.

Is there a short position on OMFL's shares?

Number of OMFL shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OMFL shares are there?

As of today, null shares of OMFL are outstanding.

Is there many float in OMFL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OMFL has null shares in float.

OMFL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OMFL is null.

Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. FOGUTH WEALTH MANAGEMENT, LLC. is the top corporate investor, holding 206.68K shares valued at $14.16M. A 0.3% stake in Invesco Russell 1000 Dynamic Multifactor ETF is owned by the company. CREATIVE PLANNING owns 326.2K shares valued at $22.36M, which translates its holding of 0.48% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FOGUTH WEALTH MANAGEMENT, LLC.	0.3%	206.68K	14.16M	81.42K	+65.00%
Jun 30, 2026	CREATIVE PLANNING	0.48%	326.2K	22.36M	-14.86K	-4.36%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.34%	237.1K	16.25M	-8.19K	-3.34%
Jun 30, 2026	MARINER, LLC	1.15%	786.92K	53.94M	-56.48K	-6.70%
Jun 30, 2026	UBS GROUP AG	1.73%	1.18M	80.99M	31.92K	+2.78%
Jun 30, 2026	CI INVESTMENTS INC.	1.94%	1.33M	90.89M	1.33M	+100.00%
Jun 30, 2026	ARIZONA PSPRS TRUST	2.41%	1.65M	112.89M	3.62K	+0.22%
Jun 30, 2026	LPL FINANCIAL LLC	3.87%	2.65M	181.33M	-56.12K	-2.08%
Jun 30, 2026	MORGAN STANLEY	5.93%	4.05M	277.86M	-344.93K	-7.84%
Jun 30, 2026	BALENTINE LLC	7.63%	5.22M	357.79M	39.53K	+0.76%
Jun 30, 2026	IFG ADVISORY, LLC	0.53%	359.4K	24.63M	356.14K	+10,941.35%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.53%	359.73K	24.66M	53.62K	+17.52%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.53%	365.27K	25.04M	27.7K	+8.21%
Jun 30, 2026	FINANCIAL ENHANCEMENT GROUP LLC	0.53%	365.65K	25.06M	21.75K	+6.33%
Jun 30, 2026	DANER WEALTH MANAGEMENT, LLC	0.32%	220.99K	15.78M	-4.49K	-1.99%
Jun 30, 2026	DAIDO LIFE INSURANCE CO	0.59%	403.06K	27.63M	0	0
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.59%	406.57K	27.85M	16.55K	+4.24%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.6%	410.95K	28.17M	85.23K	+26.17%
Jun 30, 2026	BALDWIN BROTHERS LLC/MA	0.6%	412.25K	28.26M	-26.94K	-6.13%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.61%	417.61K	28.62M	-307	-0.07%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.64%	435.76K	29.87M	-20.23K	-4.44%
Jun 30, 2026	LM ADVISORS LLC	0.84%	574.57K	39.34M	574.57K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.95%	651K	44.62M	-35.41K	-5.16%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.32%	221.65K	15.19M	-27.5K	-11.04%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	222.81K	15.27M	69.18K	+45.03%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	1.05%	717K	49.14M	96.18K	+15.49%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.47%	1.69M	115.71M	-245.04K	-12.68%
Jun 30, 2026	INVESCO LTD.	21.97%	15.03M	1.03B	-1.73M	-10.34%
Jun 30, 2026	ERN FINANCIAL, LLC	0.2%	133.69K	9.16M	-8.74K	-6.14%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.2%	134.2K	9.2M	8.16K	+6.47%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.2%	135.13K	9.26M	-126.9K	-48.43%
Jun 30, 2026	JPMORGAN CHASE & CO	0.24%	166.44K	11.33M	6.92K	+4.34%
Jun 30, 2026	MW ADVISORY, LLC	0.35%	241.53K	16.55M	241.53K	+100.00%
Jun 30, 2026	CURRY WEBB WEALTH MANAGEMENT LLC	0.45%	305.81K	20.96M	29.38K	+10.63%
Jun 30, 2026	WALLER FINANCIAL PLANNING GROUP, INC	0.27%	182.04K	12.48M	-14.45K	-7.35%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.92%	626.16K	43.31M	5.29K	+0.85%
Jun 30, 2026	HBK SORCE ADVISORY LLC	1.05%	721.67K	51.12M	-23.05K	-3.09%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	1.12%	768.37K	52.66M	71.29K	+10.23%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	5.48%	3.75M	257.09M	39.4K	+1.06%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.1%	66.73K	4.67M	10.32K	+18.29%
Jun 30, 2026	MGO ONE SEVEN LLC	0.1%	72.01K	4.94M	2.87K	+4.15%
Jun 30, 2026	FINANCIAL DESIGNS CORP	0.33%	227.56K	15.6M	-3.91K	-1.69%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.11%	73.63K	5.05M	9.99K	+15.70%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	82.88K	5.68M	-2.11K	-2.48%
Jun 30, 2026	PAX FINANCIAL GROUP, LLC	0.14%	93.47K	6.41M	-1.33K	-1.40%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.14%	97.32K	6.67M	5.23K	+5.67%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	106.49K	7.3M	-2.96K	-2.71%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.16%	112.72K	7.73M	-138.84K	-55.19%
Jun 30, 2026	SOLANO WEALTH INVESTMENT ADVISORS LLC	0.19%	127.57K	8.74M	-1.18K	-0.92%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	135.91K	9.32M	10.07K	+8.01%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.2%	137.6K	9.43M	-3.39K	-2.41%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.4%	271.29K	18.59M	10.93K	+4.20%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.42%	287.64K	19.72M	21.35K	+8.02%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.44%	299.19K	20.51M	34.19K	+12.90%
Jun 30, 2026		0.35%	241.53K	16.55M	241.53K	+100.00%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.46%	311.47K	21.35M	7.99K	+2.63%
Jun 30, 2026	SAGE MOUNTAIN ADVISORS LLC	0.22%	151.83K	10.41M	31.03K	+25.69%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.24%	161.74K	11.09M	4.74K	+3.02%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.46%	312.51K	21.42M	-7.09K	-2.22%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.47%	319.38K	21.45M	7.23K	+2.32%
Mar 31, 2026	DAIDO LIFE INSURANCE CO	0.59%	403.06K	24.23M	0	0
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.9%	620.82K	37.32M	58.73K	+10.45%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	1.02%	697.08K	41.91M	64.91K	+10.27%
Mar 31, 2026	MARINER, LLC	1.23%	843.4K	50.71M	-42.48K	-4.80%
Mar 31, 2026	HBK SORCE ADVISORY LLC	1.08%	744.72K	50.11M	-35.52K	-4.55%
Mar 31, 2026	UBS GROUP AG	1.67%	1.15M	69.12M	-22.05K	-1.88%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.82%	1.93M	116.22M	-270.28K	-12.27%
Mar 31, 2026	LPL FINANCIAL LLC	3.94%	2.7M	162.43M	-94.4K	-3.38%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	5.41%	3.71M	223.14M	931.16K	+33.49%
Mar 31, 2026	MORGAN STANLEY	6.41%	4.4M	264.46M	-61.46K	-1.38%
Mar 31, 2026	BALENTINE LLC	7.55%	5.18M	311.46M	-65.41K	-1.25%
Mar 31, 2026	INVESCO LTD.	24.42%	16.77M	1.01B	-2.86M	-14.56%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.13%	92.09K	5.54M	2.19K	+2.44%
Mar 31, 2026	PAX FINANCIAL GROUP, LLC	0.14%	94.8K	5.7M	-31K	-24.65%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	109.45K	6.58M	-269	-0.25%
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.16%	109.7K	6.59M	-19.35K	-14.99%
Mar 31, 2026	SAGE MOUNTAIN ADVISORS LLC	0.17%	120.8K	7.26M	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	125.84K	7.57M	7.36K	+6.21%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	126.04K	7.58M	-27.29K	-17.80%
Mar 31, 2026	SOLANO WEALTH INVESTMENT ADVISORS LLC	0.19%	128.75K	7.74M	-2.38K	-1.82%
Mar 31, 2026	ERN FINANCIAL, LLC	0.21%	142.43K	8.56M	-25K	-14.93%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.23%	157K	9.89M	-27.9K	-15.09%
Mar 31, 2026	JPMORGAN CHASE & CO	0.23%	159.52K	9.35M	-8.48K	-5.05%
Mar 31, 2026	DANER WEALTH MANAGEMENT, LLC	0.33%	225.48K	15.14M	-23.55K	-9.46%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.47%	319.6K	19.21M	55.1K	+20.83%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.47%	325.71K	19.58M	7.7K	+2.42%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.49%	337.57K	20.29M	-63.56K	-15.84%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.57%	390.02K	23.45M	16.01K	+4.28%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.61%	417.92K	25.13M	2.53K	+0.61%
Mar 31, 2026	BALDWIN BROTHERS LLC/MA	0.64%	439.19K	26.4M	-16.06K	-3.53%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.66%	455.99K	27.41M	-84.4K	-15.62%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.36%	245.28K	14.75M	-3.68K	-1.48%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.36%	249.15K	120.62K	-8.63K	-3.35%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.38%	260.37K	15.65M	25.38K	+10.80%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.38%	262.03K	15.75M	175.41K	+202.50%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.39%	265K	15.93M	224.61K	+556.11%
Mar 31, 2026		0.4%	276.43K	16.62M	69.8K	+33.78%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.08%	56.41K	3.39M	14.54K	+34.73%
Mar 31, 2026	ORRSTOWN FINANCIAL SERVICES INC	0.09%	61.48K	3.7M	-834.63K	-93.14%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.09%	62.2K	3.74M	-2.35K	-3.64%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	62.53K	3.76M	58	+0.09%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.09%	63.64K	3.83M	-9.99K	-13.56%
Mar 31, 2026	CENTERPOINT ADVISORY GROUP	0.1%	65.97K	3.97M	-677	-1.02%
Mar 31, 2026	MGO ONE SEVEN LLC	0.1%	69.14K	4.16M	-6.34K	-8.40%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	84.99K	5.11M	-258	-0.30%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.13%	89.37K	5.37M	-18.45K	-17.12%
Mar 31, 2026	JOURNEY STRATEGIC WEALTH LLC	0.41%	283.38K	17.04M	3.23K	+1.15%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.45%	306.11K	18.4M	178.02K	+138.98%
Mar 31, 2026	FOGUTH WEALTH MANAGEMENT, LLC.	0.18%	125.26K	8.58M	-26.56K	-17.49%
Mar 31, 2026	RFG ADVISORY, LLC	0.2%	135.59K	8.15M	135.59K	+100.00%
Mar 31, 2026	FINANCIAL DESIGNS CORP	0.34%	231.47K	13.92M	16	+0.01%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.39%	266.29K	16.01M	-48.45K	-15.39%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	620.87K	37.74M	-362.83K	-36.88%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1%	686.41K	41.27M	-25.23K	-3.54%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	1.3%	893.62K	53.72M	880.95K	+6,955.80%
Mar 31, 2026	ARIZONA PSPRS TRUST	2.37%	1.64M	98.8M	4.01K	+0.24%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.21%	140.99K	8.48M	-40.63K	-22.37%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	153.63K	9.24M	-394.24K	-71.96%
Mar 31, 2026	WALLER FINANCIAL PLANNING GROUP, INC	0.29%	196.48K	11.81M	-21.28K	-9.77%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.37%	251.55K	15.12M	251.55K	+100.00%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.44%	303.48K	18.24M	-3.7K	-1.20%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.45%	312.15K	18.5M	7.24K	+2.37%
Mar 31, 2026	CREATIVE PLANNING	0.5%	341.06K	20.5M	-11.12K	-3.16%
Mar 31, 2026	FINANCIAL ENHANCEMENT GROUP LLC	0.5%	343.9K	22.38M	13.25K	+4.01%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	128.09K	7.83M	44K	+52.32%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.41%	304.92K	18.64M	19.08K	+6.67%
Dec 31, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	0.18%	131.13K	8.02M	-20.64K	-13.60%
Dec 31, 2025	IFG ADVISORY, LLC	0.49%	359.9K	22M	-18.35K	-4.85%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	318.01K	19.44M	45.45K	+16.67%
Dec 31, 2025	MATTHEW GOFF INVESTMENT ADVISOR, LLC	0.36%	268.19K	5.29M	268.19K	+100.00%
Dec 31, 2025	MORGAN STANLEY	6.12%	4.46M	272.66M	-397.78K	-8.19%
Dec 31, 2025	DANER WEALTH MANAGEMENT, LLC	0.34%	249.03K	15.76M	5.13K	+2.10%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	234.98K	14.36M	9.98K	+4.43%
Dec 31, 2025	GTS SECURITIES LLC	0.17%	124.04K	7.58M	110.87K	+841.87%
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.16%	120.8K	7.38M	-1.39K	-1.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.02%	2.2M	134.7M	71.49K	+3.35%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.77%	562.08K	34.36M	28.89K	+5.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	540.39K	33.03M	-61.99K	-10.29%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	314.74K	19.24M	-25.36K	-7.46%
Dec 31, 2025	ERN FINANCIAL, LLC	0.23%	167.43K	10.23M	-91.32K	-35.29%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.17%	125.8K	7.69M	4.62K	+3.81%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.34%	983.7K	61.98M	-13.02K	-1.31%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.51%	374.01K	22.86M	11.17K	+3.08%
Dec 31, 2025	CREATIVE PLANNING	0.48%	352.18K	21.53M	352.18K	+100.00%
Dec 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.45%	330.64K	20.72M	-5.91K	-1.75%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.42%	307.17K	18.78M	4.4K	+1.45%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.38%	280.15K	17.13M	2.2K	+0.79%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.36%	264.5K	16.17M	3.27K	+1.25%
Dec 31, 2025	WALLER FINANCIAL PLANNING GROUP, INC	0.3%	217.76K	13.31M	-379.91K	-63.57%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.25%	184.9K	11.34M	4.2K	+2.32%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	181.63K	11.1M	4.29K	+2.42%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.21%	153.32K	9.37M	7.49K	+5.14%
Dec 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.21%	151.82K	9.36M	151.82K	+100.00%
Dec 31, 2025	CLARIUS GROUP, LLC	0.19%	139.92K	8.55M	-52.6K	-27.32%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.19%	139.63K	8.61M	-1.91K	-1.35%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.18%	129.04K	7.89M	6.98K	+5.71%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.35%	257.78K	15.76M	-26.69K	-9.38%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.34%	248.96K	15.22M	4.72K	+1.93%
Dec 31, 2025	FINANCIAL DESIGNS CORP	0.31%	231.45K	14.15M	7.26K	+3.24%
Dec 31, 2025	BALENTINE LLC	7.19%	5.25M	320.69M	-302.14K	-5.45%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.12%	86.62K	5.3M	-172.58K	-66.58%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	85.25K	5.21M	10.28K	+13.71%
Dec 31, 2025	MGO ONE SEVEN LLC	0.1%	75.48K	4.61M	12.58K	+19.99%
Dec 31, 2025	INVESCO LTD.	26.9%	19.62M	1.2B	-287.36K	-1.44%
Dec 31, 2025	LPL FINANCIAL LLC	3.8%	2.8M	170.93M	89K	+3.29%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	3.78%	2.78M	169.97M	64.98K	+2.39%
Dec 31, 2025	ARIZONA PSPRS TRUST	2.23%	1.64M	100.22M	-3.77M	-69.71%
Dec 31, 2025	UBS GROUP AG	1.61%	1.17M	71.63M	-26.08K	-2.18%
Dec 31, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.22%	896.11K	54.78M	-31.98K	-3.45%
Dec 31, 2025	MARINER, LLC	1.2%	885.89K	54.16M	10.92K	+1.25%
Dec 31, 2025	HBK SORCE ADVISORY LLC	1.06%	780.24K	49.29M	-38.2K	-4.67%
Dec 31, 2025	DESERET MUTUAL BENEFIT ADMINISTRATORS	1.02%	749.61K	45.82M	-47.54K	-5.96%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	401.13K	24.52M	10.55K	+2.70%
Dec 31, 2025	DAIDO LIFE INSURANCE CO	0.55%	403.06K	24.64M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.98%	711.64K	43.5M	-68.94K	-8.83%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.87%	632.17K	38.64M	-76.17K	-10.75%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.74%	547.87K	33.49M	19.85K	+3.76%
Dec 31, 2025	BALDWIN BROTHERS LLC/MA	0.62%	455.25K	27.83M	6.59K	+1.47%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.57%	415.39K	25.39M	1.13K	+0.27%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.29%	211.99K	12.96M	154.7K	+270.02%
Dec 31, 2025	JPMORGAN CHASE & CO	0.23%	168K	10.27M	-11.16K	-6.23%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	118.48K	7.24M	-10.71K	-8.29%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	109.72K	6.71M	-14.05K	-11.35%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.15%	107.82K	6.59M	77K	+249.82%
Dec 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.14%	106.05K	6.48M	7.7K	+7.83%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.12%	89.9K	5.5M	1.03K	+1.16%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	123.76K	7.46M	-22.04K	-15.12%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.29%	244.24K	14.72M	27.45K	+12.66%
Sep 30, 2025	DANER WEALTH MANAGEMENT, LLC	0.29%	243.9K	14.71M	-675	-0.28%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	225.01K	13.56M	-39.59K	-14.96%
Sep 30, 2025	CLARIUS GROUP, LLC	0.23%	192.51K	11.6M	-850	-0.44%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	129.19K	7.79M	-7.69K	-5.62%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	177.34K	10.69M	31.04K	+21.22%
Sep 30, 2025	FINANCIAL DESIGNS CORP	0.27%	224.19K	13.48M	4.52K	+2.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.93%	780.57K	47.04M	-131.48K	-14.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.54%	2.13M	128.47M	-11.72K	-0.55%
Sep 30, 2025	UBS GROUP AG	1.43%	1.2M	72.18M	-34.7K	-2.81%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.85%	708.34K	42.68M	36.35K	+5.41%
Sep 30, 2025	LM ADVISORS LLC	0.74%	622.51K	37.52M	-5.39K	-0.86%
Sep 30, 2025	WALLER FINANCIAL PLANNING GROUP, INC	0.71%	597.67K	36.02M	5.41K	+0.91%
Sep 30, 2025	DAIDO LIFE INSURANCE CO	0.48%	403.06K	24.29M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	390.58K	23.54M	-90.88K	-18.88%
Sep 30, 2025	BURT WEALTH ADVISORS	0.42%	356.15K	21.46M	-4.57K	-1.27%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.34%	285.84K	17.16M	-3.37K	-1.17%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.33%	272.56K	16.42M	17.21K	+6.74%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.31%	263K	15.85M	1.19K	+0.45%
Sep 30, 2025	BALENTINE LLC	6.62%	5.55M	334.34M	-71.22K	-1.27%
Sep 30, 2025	MARINER, LLC	1.04%	874.96K	52.73M	7.2K	+0.83%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.98%	818.44K	48.93M	-54.84K	-6.28%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	602.38K	36.3M	27.16K	+4.72%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	3.24%	2.72M	163.63M	34.89K	+1.30%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.64%	533.2K	32.13M	-7.42K	-1.37%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	528.01K	31.82M	21.66K	+4.28%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	0.54%	448.66K	27.04M	-1.17K	-0.26%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.49%	414.26K	24.96M	-35.1K	-7.81%
Sep 30, 2025	IFG ADVISORY, LLC	0.45%	378.26K	22.79M	-3.16K	-0.83%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.43%	362.85K	21.87M	210.91K	+138.82%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.35%	293.5K	17.69M	61.3K	+26.40%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.33%	277.95K	16.75M	-1.6K	-0.57%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.31%	261.23K	15.74M	8.65K	+3.42%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.31%	259.21K	15.62M	28.02K	+12.12%
Sep 30, 2025	ERN FINANCIAL, LLC	0.31%	258.75K	15.59M	-5.31K	-2.01%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.07%	60.13K	3.62M	594	+1.00%
Sep 30, 2025	MGO ONE SEVEN LLC	0.08%	62.91K	3.79M	3.32K	+5.58%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.08%	65.72K	3.96M	925	+1.43%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	124.5K	7.5B	-29.79K	-19.31%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.17%	141.54K	8.53M	2.14K	+1.54%
Sep 30, 2025	CENTERPOINT ADVISORY GROUP	0.08%	70.23K	4.23M	-4.27K	-5.74%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.19%	996.72K	60.04M	-53K	-5.05%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	340.11K	20.25M	3.16K	+0.94%
Sep 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.4%	336.55K	20.34M	1.65K	+0.49%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.36%	302.77K	18.25M	-687.31K	-69.42%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.34%	284.48K	17.14M	-81.69K	-22.31%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.22%	180.7K	10.89M	-17.28K	-8.73%
Sep 30, 2025	JPMORGAN CHASE & CO	0.21%	179.16K	10.8M	1.55K	+0.87%
Sep 30, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.11%	928.09K	55.93M	-70.98K	-7.10%
Sep 30, 2025	DESERET MUTUAL BENEFIT ADMINISTRATORS	0.95%	797.15K	48.04M	4.17K	+0.53%
Sep 30, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	0.18%	151.77K	9.15M	-3.81K	-2.45%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	145.83K	8.79M	45.05K	+44.70%
Sep 30, 2025	INVESCO LTD.	23.75%	19.91M	1.2B	-734.64K	-3.56%
Sep 30, 2025	ARIZONA PSPRS TRUST	6.46%	5.41M	328.27M	9.77K	+0.18%
Sep 30, 2025	MORGAN STANLEY	5.8%	4.86M	292.75M	-18.29K	-0.38%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.09%	73.14K	4.41M	-21.72K	-22.89%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	84.09K	5.07M	12.36K	+17.23%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.11%	88.87K	5.36M	-1.54K	-1.70%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	92.33K	5.56M	-90.31K	-49.45%
Sep 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.12%	98.35K	5.68M	0	0
Sep 30, 2025	ROOTED WEALTH ADVISORS, INC.	0.12%	101.66K	6.12M	11.94K	+13.31%
Sep 30, 2025	LPL FINANCIAL LLC	3.23%	2.71M	163.13M	-34.73K	-1.27%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.14%	121.18K	7.3M	-1.63K	-1.33%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.15%	122.07K	7.36M	-31.08K	-20.29%
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.15%	122.19K	7.36M	122.19K	+100.00%
Jun 30, 2025	BURT WEALTH ADVISORS	0.43%	360.72K	20.84M	10.6K	+3.03%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.44%	366.16K	21.16M	366.16K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.28%	232.2K	13.42M	232.2K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	336.95K	19.47M	-34.65K	-9.32%
Jun 30, 2025	CLARIUS GROUP, LLC	0.23%	193.36K	11.17M	-8.78K	-4.34%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.24%	197.98K	11.44M	-91.08K	-31.51%
Jun 30, 2025	ERN FINANCIAL, LLC	0.32%	264.06K	15.26M	-3.54K	-1.32%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	264.59K	15.29M	-356.82K	-57.42%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.34%	279.55K	16.15M	4.26K	+1.55%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	216.79K	12.53M	5.72K	+2.71%
Jun 30, 2025	IFG ADVISORY, LLC	0.46%	381.41K	22.04M	-59.15K	-13.43%
Jun 30, 2025	DAIDO LIFE INSURANCE CO	0.48%	403.06K	23.29M	0	0
Jun 30, 2025	MARINER, LLC	1.04%	867.76K	50.14M	-42.72K	-4.69%
Jun 30, 2025	HBK SORCE ADVISORY LLC	1.05%	873.28K	50.46M	-56.97K	-6.12%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.28%	231.18K	13.36M	70.43K	+43.81%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.19%	990.08K	57.21M	-16.33K	-1.62%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.26%	1.05M	61.02M	-31.51K	-2.91%
Jun 30, 2025	MORGAN STANLEY	5.86%	4.88M	281.76M	-49.52K	-1.01%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	81.67K	4.72M	-1.92K	-2.30%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	85.75K	4.95M	-11.97K	-12.25%
Jun 30, 2025		0.19%	155.58K	8.99M	-3.66K	-2.30%
Jun 30, 2025	ROOTED WEALTH ADVISORS, INC.	0.11%	89.72K	5.16M	6.73K	+8.11%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.11%	90.4K	5.22M	20.09K	+28.57%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.11%	94.85K	5.48M	-34.75K	-26.81%
Jun 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.12%	98.35K	5.68M	983	+1.01%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	100.78K	5.82M	4.14K	+4.28%
Jun 30, 2025	WHITE PINE INVESTMENT CO	0.13%	109.71K	6.34M	-5.09K	-4.44%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.15%	122.81K	7.1M	28	+0.02%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.17%	139.4K	8.05M	787	+0.57%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	145.81K	8.43M	-27.18K	-15.71%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.18%	151.94K	8.78M	-38.25K	-20.11%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	0.54%	449.83K	25.99M	5.91K	+1.33%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.65%	540.62K	31.24M	21.74K	+4.19%
Jun 30, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.2%	999.06K	57.73M	12.13K	+1.23%
Jun 30, 2025	ROYAL BANK OF CANADA	0.18%	152.38K	8.81M	-143.63K	-48.52%
Jun 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.18%	153.15K	8.85M	-111.99K	-42.24%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.19%	154.29K	8.95M	-23.42K	-13.18%
Jun 30, 2025	JPMORGAN CHASE & CO	0.21%	177.62K	10.26M	-21.13K	-10.63%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.54%	449.36K	25.96M	36.58K	+8.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	575.22K	33.24M	91.89K	+19.01%
Jun 30, 2025	WALLER FINANCIAL PLANNING GROUP, INC	0.71%	592.27K	34.22M	95.47K	+19.22%
Jun 30, 2025	LM ADVISORS LLC	0.75%	627.9K	36.28M	-4.59K	-0.73%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.81%	672K	38.83M	5.73K	+0.86%
Jun 30, 2025	DESERET MUTUAL BENEFIT ADMINISTRATORS	0.95%	792.98K	45.82M	0	0
Jun 30, 2025	ARIZONA PSPRS TRUST	6.49%	5.4M	312.17M	10.05K	+0.19%
Jun 30, 2025	BALENTINE LLC	6.75%	5.62M	324.69M	10.17K	+0.18%
Jun 30, 2025	INVESCO LTD.	24.8%	20.65M	1.19B	1.67M	+8.81%
Jun 30, 2025	LPL FINANCIAL LLC	3.29%	2.74M	158.42M	-82.92K	-2.94%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	3.22%	2.68M	154.88M	47.87K	+1.82%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.58%	2.14M	123.86M	573.36K	+36.51%
Jun 30, 2025	UBS GROUP AG	1.48%	1.23M	71.22M	26.1K	+2.16%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.1%	912.06K	52.7M	-305.7K	-25.10%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	506.36K	29.26M	24.47K	+5.08%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	481.46K	27.82M	-40.7K	-7.79%
Jun 30, 2025	DANER WEALTH MANAGEMENT, LLC	0.29%	244.57K	14.49M	244.57K	+100.00%
Jun 30, 2025	SOLANO WEALTH INVESTMENT ADVISORS LLC	0.19%	155.58K	8.99M	-3.66K	-2.30%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	182.63K	10.55M	123.24K	+207.50%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.3%	252.58K	14.59M	27.96K	+12.45%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	255.35K	14.75M	101.73K	+66.23%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.31%	261.81K	15.13M	3.32K	+1.28%
Jun 30, 2025	FINANCIAL DESIGNS CORP	0.26%	219.67K	12.69M	-16.21K	-6.87%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	289.21K	16.6M	14.42K	+5.25%
Jun 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.4%	334.9K	19.25M	5.35K	+1.62%
Mar 31, 2025	UBS GROUP AG	1.48%	1.21M	64.32M	72.79K	+6.42%
Mar 31, 2025	BALENTINE LLC	6.89%	5.61M	299.03M	-77.11K	-1.36%
Mar 31, 2025	INVESCO LTD.	23.3%	18.97M	1.01B	-2.82M	-12.94%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.28%	224.62K	11.97M	44.5K	+24.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	172.98K	9.22M	-51.42K	-22.91%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	211.07K	11.25M	1.46K	+0.70%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	483.33K	25.77M	-333.84K	-40.85%
Mar 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.33%	265.14K	14.13M	38.71K	+17.10%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.35%	289.05K	15.41M	-6.1K	-2.07%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	481.89K	25.69M	-25.5K	-5.03%
Mar 31, 2025	FINANCIAL DESIGNS CORP	0.29%	235.88K	12.57M	-1.59K	-0.67%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.2%	160.75K	8.57M	-35.23K	-17.98%
Mar 31, 2025		0.2%	159.23K	8.49M	-3.48K	-2.14%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.24%	1.01M	53.65M	-27.54K	-2.66%
Mar 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.4%	329.55K	16.9M	1.87K	+0.57%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.37%	303.48K	16.18M	8.03K	+2.72%
Mar 31, 2025	ROYAL BANK OF CANADA	0.36%	296.01K	15.78M	10.98K	+3.85%
Mar 31, 2025	ARIZONA PSPRS TRUST	6.62%	5.39M	287.48M	11.69K	+0.22%
Mar 31, 2025	MORGAN STANLEY	6.05%	4.93M	262.6M	-235.38K	-4.56%
Mar 31, 2025	LPL FINANCIAL LLC	3.47%	2.82M	150.59M	-703.66K	-19.94%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	3.23%	2.63M	140.35M	372.3K	+16.47%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.93%	1.57M	83.71M	-243.21K	-13.41%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.5%	1.22M	64.92M	-152.9K	-11.16%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	258.49K	13.78M	16.61K	+6.87%
Mar 31, 2025	ORRSTOWN FINANCIAL SERVICES INC	1.21%	986.93K	52.61M	2.67K	+0.27%
Mar 31, 2025	WALDRON PRIVATE WEALTH LLC	1.2%	980.58K	52.27M	-27.94K	-2.77%
Mar 31, 2025	HBK SORCE ADVISORY LLC	1.14%	930.25K	49.59M	-148.62K	-13.78%
Mar 31, 2025	LM ADVISORS LLC	0.78%	632.49K	33.72M	6.95K	+1.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.64%	522.16K	27.84M	41.39K	+8.61%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.64%	518.88K	27.66M	47.58K	+10.10%
Mar 31, 2025	WALLER FINANCIAL PLANNING GROUP, INC	0.61%	496.79K	26.48M	-55.89K	-10.11%
Mar 31, 2025	BURT WEALTH ADVISORS	0.43%	350.12K	18.66M	-184	-0.05%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.34%	275.29K	14.68M	38K	+16.02%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.34%	274.79K	14.5M	39.49K	+16.78%
Mar 31, 2025	ERN FINANCIAL, LLC	0.33%	267.6K	14.27M	-16.3K	-5.74%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.23%	190.18K	10.14M	9.29K	+5.14%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.22%	177.71K	9.47M	-68.99K	-27.97%
Mar 31, 2025	CLARIUS GROUP, LLC	0.25%	202.14K	10.78M	-31.12K	-13.34%
Mar 31, 2025	MARINER, LLC	1.12%	910.48K	48.53M	44.57K	+5.15%
Mar 31, 2025	DESERET MUTUAL BENEFIT ADMINISTRATORS	0.97%	792.98K	42.27M	0	0
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.82%	666.27K	35.52M	19.56K	+3.02%
Mar 31, 2025	IFG ADVISORY, LLC	0.54%	440.56K	23.49M	11.09K	+2.58%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.51%	412.78K	22.01M	-32.52K	-7.30%
Mar 31, 2025	DAIDO LIFE INSURANCE CO	0.49%	403.06K	21.49M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	371.6K	19.82M	-52.17K	-12.31%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.76%	621.41K	33.13M	-14.61K	-2.30%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.33%	1.08M	57.64M	-19.03K	-1.73%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	0.55%	443.93K	23.67M	-12.16K	-2.67%
Mar 31, 2025	JPMORGAN CHASE & CO	0.24%	198.75K	10.6M	-4.72K	-2.32%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	213.95K	11.41M	-128.31K	-37.49%

OMFL Stock Ownership Breakdown

Invesco Russell 1000 Dynamic Multifactor ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions