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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
81,673
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
74,506
shares
|
$4.44 Million
3.73% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
74,003
shares
|
$4.41 Million
7.23% of portfolio
|
Q3 2022
Added 6.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
71,733
shares
|
$4.28 Million
0.08% of portfolio
|
Q2 2025
Added 154.46%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
71,634
shares
|
$4.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
69,803
shares
|
$4.16 Million
0.04% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
69,016
shares
|
$4.12 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
64,798
shares
|
$3.86 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
63,936
shares
|
$3.81 Million
2.1% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
63,781
shares
|
$3.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
59,585
shares
|
$3.55 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
58,415
shares
|
$3.48 Million
0.23% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
56,911
shares
|
$3.39 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
55,791
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
55,496
shares
|
$3.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
55,075
shares
|
$3.28 Million
0.11% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
54,982
shares
|
$3.28 Million
0.68% of portfolio
|
Q2 2025
Added 78.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
54,856
shares
|
$3.27 Million
0.13% of portfolio
|
Q2 2025
Added 125.49%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
53,284
shares
|
$3.18 Million
0.24% of portfolio
|
Q2 2025
Added 87.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
52,215
shares
|
$3.11 Million
0.07% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
51,914
shares
|
$3.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
51,334
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
46,803
shares
|
$2.79 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
46,093
shares
|
$2.75 Million
1.21% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
44,151
shares
|
$2.63 Million
0.16% of portfolio
|
Q2 2025
Added 6.34%
|