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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
225,006
shares
|
$13.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
224,189
shares
|
$13.4 Million
7.81% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
192,510
shares
|
$11.5 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
180,700
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
179,163
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
177,338
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
162,278
shares
|
$9.67 Million
6.1% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
151,771
shares
|
$9.05 Million
4.41% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
145,833
shares
|
$8.69 Million
0.01% of portfolio
|
Q3 2025
Added 44.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
141,539
shares
|
$8.44 Million
0.7% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
129,191
shares
|
$7.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
124,503
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
123,762
shares
|
$7.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
122,192
shares
|
$7.28 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
122,068
shares
|
$7.28 Million
1.46% of portfolio
|
Q3 2025
Reduced 20.29%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
121,178
shares
|
$7.22 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
102,224
shares
|
$6.09 Million
0.02% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
101,664
shares
|
$6.06 Million
1.99% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
101,593
shares
|
$6.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.52%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
98,352
shares
|
$5.86 Million
1.33% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
92,327
shares
|
$5.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 49.45%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
88,865
shares
|
$5.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
86,904
shares
|
$5.18 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
84,093
shares
|
$5.01 Million
0.09% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
74,972
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2025
Added 4.66%
|
|