Institutional Ownership Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 72.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
19,910,809
shares
|
$1.19 Billion
0.2% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
5,548,233
shares
|
$331 Million
13.4% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,412,458
shares
|
$323 Million
11.3% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,858,166
shares
|
$290 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,707,095
shares
|
$161 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,131,966
shares
|
$127 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,791,135
shares
|
$107 Million
1.43% of portfolio
|
Q2 2023
Added 38.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,505,239
shares
|
$89.7 Million
3.56% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,212,307
shares
|
$72.3 Million
4.58% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,197,888
shares
|
$71.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,179,637
shares
|
$70.3 Million
8.32% of portfolio
|
Q3 2022
Added 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
996,718
shares
|
$59.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
928,088
shares
|
$55.3 Million
9.57% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,426
shares
|
$53.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
874,962
shares
|
$52.1 Million
0.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
818,444
shares
|
$48.8 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
797,154
shares
|
$47.5 Million
20.47% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
789,598
shares
|
$47.1 Million
0.1% of portfolio
|
Q3 2023
Added 111.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
780,574
shares
|
$46.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
708,344
shares
|
$42.2 Million
1.11% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
622,513
shares
|
$37.1 Million
5.4% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
602,377
shares
|
$35.9 Million
0.01% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
597,670
shares
|
$35.6 Million
8.29% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
533,199
shares
|
$31.8 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
528,014
shares
|
$31.5 Million
0.09% of portfolio
|
Q3 2025
Added 4.28%
|
|