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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,111
shares
|
$304,615
0.02% of portfolio
|
Q2 2025
Reduced 33.19%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,081
shares
|
$302,827
0.62% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,046
shares
|
$300,741
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
4,960
shares
|
$295,616
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,680
shares
|
$278,928
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
4,631
shares
|
$276,007
0.02% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,510
shares
|
$268,796
0.02% of portfolio
|
Q3 2025
Reduced 37.4%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
4,493
shares
|
$267,782
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
4,457
shares
|
$265,637
0.08% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,436
shares
|
$264,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,372
shares
|
$260,571
0.0% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,330
shares
|
$258,068
0.0% of portfolio
|
Q1 2022
Reduced 0.23%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,294
shares
|
$255,922
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
4,210
shares
|
$250,916
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,092
shares
|
$243,883
0.0% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,007
shares
|
$238,817
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,645
shares
|
$217,242
0.0% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,639
shares
|
$216,884
0.1% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
3,620
shares
|
$215,752
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,543
shares
|
$211,162
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,332
shares
|
$198,587
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,326
shares
|
$198,229
0.0% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
2,910
shares
|
$173,436
0.08% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,794
shares
|
$166,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,472
shares
|
$147,331
0.01% of portfolio
|
Q3 2025
Reduced 4.78%
|
|