| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Westside Investment Management, Inc. | 9 | 9 | 0.02% | 0.10% | 0.15% | Q2 2020 | Q2 2022 | 9 |
| First American Bank | 4 | 1 | 0.04% | 0.46% | 0.82% | Q2 2019 | Q3 2021 | 7 |
| MOTCO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 5 |
| GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
| Arvest Bank Trust Division | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
| PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
| Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Hayden Royal, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
This page lists all the filers that currently own INVESCO OPPENHEIMER or have owned INVESCO OPPENHEIMER in the past.