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 |
|---|---|---|---|---|---|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
74,003
shares
|
$4.41 Million
7.23% of portfolio
|
Q3 2022
Added 6.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
73,135
shares
|
$4.36 Million
0.38% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
70,232
shares
|
$4.19 Million
3.29% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
68,299
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
67,713
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
67,030
shares
|
$3.99 Million
0.03% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
65,723
shares
|
$3.92 Million
0.95% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
62,907
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
60,134
shares
|
$3.58 Million
1.01% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
59,536
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
58,415
shares
|
$3.48 Million
0.23% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
57,291
shares
|
$3.41 Million
0.08% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
54,982
shares
|
$3.28 Million
0.68% of portfolio
|
Q2 2025
Added 78.35%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
54,759
shares
|
$3.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
54,674
shares
|
$3.26 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
49,062
shares
|
$2.92 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
48,825
shares
|
$2.91 Million
0.15% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
46,981
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Added 1810.57%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
46,093
shares
|
$2.75 Million
1.21% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
46,060
shares
|
$2.75 Million
0.66% of portfolio
|
Q3 2025
Reduced 58.02%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
42,428
shares
|
$2.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
42,013
shares
|
$2.5 Million
1.54% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,385
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
40,645
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
38,393
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Added 5.49%
|
|