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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
448,658
shares
|
$26.7 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
434,674
shares
|
$25.9 Million
12.49% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
414,256
shares
|
$24.7 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 05, 2025 Q3 2025 |
403,056
shares
|
$24 Million
3.49% of portfolio
|
Q3 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
390,577
shares
|
$23.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
378,257
shares
|
$22.5 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
362,846
shares
|
$21.6 Million
3.05% of portfolio
|
Q3 2025
Added 138.82%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
356,150
shares
|
$21.2 Million
5.38% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
340,107
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
336,549
shares
|
$20.1 Million
3.12% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
302,774
shares
|
$18 Million
0.04% of portfolio
|
Q3 2025
Reduced 69.42%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
293,500
shares
|
$17.5 Million
0.03% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
285,843
shares
|
$17 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
284,475
shares
|
$17 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
277,952
shares
|
$16.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
272,561
shares
|
$16.2 Million
0.08% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,013
shares
|
$15.7 Million
1.77% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
263,001
shares
|
$15.7 Million
0.48% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
261,225
shares
|
$15.6 Million
0.63% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
259,207
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
258,752
shares
|
$15.4 Million
3.2% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
253,421
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
244,240
shares
|
$14.6 Million
0.15% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
243,899
shares
|
$14.5 Million
9.8% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
230,104
shares
|
$13.7 Million
0.39% of portfolio
|
Q3 2022
Added 5.6%
|
|