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 283 institutions that hold shares in the stock, with a total of 74 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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
211,069
shares
|
$12.3 Million
0.14% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
198,748
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
197,976
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.51%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
193,360
shares
|
$11.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
177,707
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
172,983
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
162,278
shares
|
$9.44 Million
6.1% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
160,753
shares
|
$9.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
159,234
shares
|
$9.26 Million
5.25% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
159,019
shares
|
$9.25 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
153,613
shares
|
$8.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
151,936
shares
|
$8.84 Million
2.12% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
146,299
shares
|
$8.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
139,399
shares
|
$8.11 Million
0.71% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
129,602
shares
|
$7.54 Million
0.8% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
122,778
shares
|
$7.14 Million
1.24% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
119,780
shares
|
$6.97 Million
0.01% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
109,709
shares
|
$6.38 Million
1.58% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
98,351
shares
|
$5.72 Million
1.22% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
97,723
shares
|
$5.68 Million
0.03% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
96,641
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
92,995
shares
|
$5.41 Million
2.85% of portfolio
|
Q1 2025
Reduced 62.81%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
92,906
shares
|
$5.4 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
89,724
shares
|
$5.22 Million
1.88% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
85,590
shares
|
$4.98 Million
1.4% of portfolio
|
Q1 2025
New holding
|