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 288 institutions that hold shares in the stock, with a total of 74.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
216,793
shares
|
$12.9 Million
0.14% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
198,748
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
197,976
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.51%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
193,360
shares
|
$11.5 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
182,632
shares
|
$10.9 Million
0.2% of portfolio
|
Q2 2025
Added 207.5%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
162,278
shares
|
$9.68 Million
6.1% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
155,576
shares
|
$9.28 Million
4.61% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
154,289
shares
|
$9.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
153,146
shares
|
$9.13 Million
1.96% of portfolio
|
Q2 2025
Reduced 42.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
152,384
shares
|
$9.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.52%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
151,936
shares
|
$9.06 Million
2.12% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
146,299
shares
|
$8.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.79%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
145,806
shares
|
$8.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
139,399
shares
|
$8.31 Million
0.71% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
136,883
shares
|
$8.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
122,806
shares
|
$7.32 Million
1.49% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
109,709
shares
|
$6.54 Million
1.58% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
100,781
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
98,351
shares
|
$5.87 Million
1.22% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
98,156
shares
|
$5.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
94,850
shares
|
$5.66 Million
0.55% of portfolio
|
Q2 2025
Reduced 26.81%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
90,401
shares
|
$5.39 Million
0.38% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
89,724
shares
|
$5.35 Million
1.88% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
88,497
shares
|
$5.28 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
85,753
shares
|
$5.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.25%
|