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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
37,403
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
36,640
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
35,678
shares
|
$2.13 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,528
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
32,923
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
31,122
shares
|
$1.85 Million
0.76% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
31,072
shares
|
$1.85 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
30,821
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
30,611
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,088
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
29,160
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
29,079
shares
|
$1.73 Million
0.5% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
28,642
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
27,968
shares
|
$1.67 Million
1.3% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
27,769
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Added 105.91%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
27,692
shares
|
$1.65 Million
0.42% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
26,713
shares
|
$1.59 Million
0.31% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
26,559
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.94%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
25,993
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
25,956
shares
|
$1.55 Million
0.73% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
25,927
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
25,858
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
25,713
shares
|
$1.53 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
25,542
shares
|
$1.52 Million
1.1% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
25,231
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Added 70.22%
|
|