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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
12,398
shares
|
$738,920
0.22% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
12,348
shares
|
$735,940
0.29% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
12,293
shares
|
$732,662
0.43% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
11,812
shares
|
$703,995
0.19% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
11,797
shares
|
$703,101
0.4% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
11,333
shares
|
$675,446
0.51% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
11,188
shares
|
$666,804
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
11,136
shares
|
$663,705
0.02% of portfolio
|
Q3 2025
Reduced 57.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,807
shares
|
$644,097
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,328
shares
|
$615,548
0.0% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
9,789
shares
|
$583,424
0.02% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
9,609
shares
|
$572,696
0.34% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
9,251
shares
|
$551,359
0.03% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,075
shares
|
$540,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,836
shares
|
$526,625
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,575
shares
|
$511,070
0.01% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,567
shares
|
$510,593
0.14% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,543
shares
|
$509,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,494
shares
|
$506,242
0.13% of portfolio
|
Q3 2025
Reduced 34.61%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
8,367
shares
|
$498,673
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,264
shares
|
$492,534
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
7,904
shares
|
$471,078
0.28% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,797
shares
|
$464,701
0.01% of portfolio
|
Q3 2025
Added 89.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
7,769
shares
|
$463,032
0.01% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
7,735
shares
|
$461,006
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|