Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
4,634
shares
|
$196,805
0.04% of portfolio
|
Q3 2025
Reduced 28.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,361
shares
|
$57,801
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,114
shares
|
$47,311
0.0% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$42,470
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
960
shares
|
$40,771
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
690
shares
|
$29,304
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
366
shares
|
$15,544
0.0% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
365
shares
|
$15,501
0.0% of portfolio
|
Q3 2025
Reduced 48.95%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
209
shares
|
$8,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
201
shares
|
$8,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
150
shares
|
$6,370
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
135
shares
|
$5,733
0.0% of portfolio
|
Q2 2025
Reduced 89.59%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
104
shares
|
$4,416
0.0% of portfolio
|
Q3 2025
Reduced 51.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
103
shares
|
$4,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
102
shares
|
$4,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
90
shares
|
$3,822
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
75
shares
|
$3,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
50
shares
|
$2,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
43
shares
|
$1,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
28
shares
|
$1,189
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
19
shares
|
$806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
13
shares
|
$552
0.0% of portfolio
|
Q4 2024
Reduced 90.51%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
7
shares
|
$297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|