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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,986
shares
|
$522,625
0.02% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,787
shares
|
$511,051
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
8,603
shares
|
$500,350
0.23% of portfolio
|
Q2 2025
Reduced 46.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,213
shares
|
$477,668
0.01% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
8,204
shares
|
$477,144
0.33% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
8,137
shares
|
$473,247
1.35% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
8,051
shares
|
$468,246
0.01% of portfolio
|
Q1 2025
Reduced 34.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,969
shares
|
$463,477
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
7,884
shares
|
$458,533
0.05% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,650
shares
|
$444,924
0.03% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,608
shares
|
$442,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
7,474
shares
|
$434,687
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
7,204
shares
|
$418,984
0.02% of portfolio
|
Q2 2025
Added 61.24%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
7,160
shares
|
$416,425
0.08% of portfolio
|
Q1 2025
Reduced 49.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,159
shares
|
$416,367
0.02% of portfolio
|
Q1 2025
Reduced 83.26%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,665
shares
|
$387,636
0.02% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,646
shares
|
$386,531
0.01% of portfolio
|
Q2 2025
Added 124.6%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
6,538
shares
|
$380,250
0.01% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
6,408
shares
|
$372,689
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,362
shares
|
$370,013
0.12% of portfolio
|
Q1 2025
Added 55.44%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
6,300
shares
|
$366,408
0.16% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
6,198
shares
|
$360,475
0.0% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
5,945
shares
|
$345,761
0.08% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
5,841
shares
|
$339,712
0.9% of portfolio
|
Q2 2025
Reduced 90.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,840
shares
|
$339,654
0.02% of portfolio
|
Q1 2025
Reduced 93.34%
|