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 |
---|---|---|---|---|---|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
14,512
shares
|
$865,495
0.24% of portfolio
|
Q2 2025
Added 0.84%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,236
shares
|
$849,035
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,855
shares
|
$826,312
0.09% of portfolio
|
Q2 2025
New holding
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
13,559
shares
|
$808,658
0.3% of portfolio
|
Q2 2025
Added 19.15%
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
13,486
shares
|
$804,305
0.11% of portfolio
|
Q2 2025
Added 3.48%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
13,258
shares
|
$790,707
0.23% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
13,173
shares
|
$785,637
0.48% of portfolio
|
Q1 2025
Reduced 34.34%
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
13,082
shares
|
$780,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,990
shares
|
$774,723
0.2% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
12,596
shares
|
$751,225
0.31% of portfolio
|
Q2 2025
Reduced 59.52%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
11,883
shares
|
$708,702
0.19% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
11,797
shares
|
$703,573
0.43% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
11,526
shares
|
$687,410
0.03% of portfolio
|
Q2 2025
Reduced 98.82%
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
11,488
shares
|
$685,144
0.52% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
10,990
shares
|
$655,443
0.14% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
10,839
shares
|
$646,437
0.0% of portfolio
|
Q2 2025
Added 19.6%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,755
shares
|
$641,428
0.05% of portfolio
|
Q2 2025
Added 84.16%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,505
shares
|
$626,518
0.02% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,328
shares
|
$615,961
0.0% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
9,338
shares
|
$556,918
0.35% of portfolio
|
Q2 2025
Added 0.59%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,075
shares
|
$541,233
0.01% of portfolio
|
Q1 2025
New holding
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,941
shares
|
$533,241
0.01% of portfolio
|
Q2 2025
Added 8.86%
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
8,603
shares
|
$513,082
0.23% of portfolio
|
Q2 2025
Reduced 46.41%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,264
shares
|
$492,864
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,052
shares
|
$480,221
0.01% of portfolio
|
Q2 2025
Added 0.01%
|