INVESCO EXCH TRD SLF IDX FD (IMFL)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
66
Reporting holders
$865.3M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $608.7M | 17,725,557 | 0.05% | 22q | -10.3%-$69.9M |
| CI INVESTMENTS INC. | $72.9M | 2,123,330 | 0.23% | new | NEW |
| LPL Financial LLC | $30.3M | 883,470 | 0.01% | 13q | +65.5%+$12.0M |
| Stewardship Advisors, LLC | $19.5M | 566,978 | 4.04% | 10q | +1.3%+$246.9K |
| ASHTON THOMAS SECURITIES, LLC | $16.3M | 476,142 | 2.41% | 9q | +23.3%+$3.1M |
| Private Advisor Group, LLC | $15.5M | 452,002 | 0.07% | 11q | -1.1%-$173.7K |
| Geneos Wealth Management Inc. | $14.8M | 430,046 | 0.30% | 10q | +15.0%+$1.9M |
| Concurrent Investment Advisors, LLC | $11.6M | 338,386 | 0.10% | 6q | +13.7%+$1.4M |
| Total Clarity Wealth Management, Inc. | $8.8M | 256,328 | 1.71% | 7q | +34.9%+$2.3M |
| Curry Webb Wealth Management LLC | $7.7M | 223,176 | 3.17% | new | FIRST |
| MORGAN STANLEY | $6.4M | 187,797 | 0.00% | 11q | +4.8%+$294.5K |
| Avestar Capital, LLC | $6.3M | 184,224 | 0.35% | 12q | +4.8%+$287.8K |
| JANE STREET GROUP, LLC | $4.9M | 143,465 | 0.00% | 3q | -42.6%-$3.7M |
| Commonwealth Financial Services, LLC | $4.7M | 136,756 | 0.63% | new | NEW |
| Asset Allocation Strategies LLC | $4.6M | 134,451 | 0.71% | 8q | +7.6%+$325.3K |
| CIBC WORLD MARKET INC. | $4.5M | 130,442 | 0.01% | 11q | +4.8%+$207.1K |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 104,615 | 0.00% | 11q | +287.1%+$2.7M |
| MGO ONE SEVEN LLC | $2.7M | 79,113 | 0.04% | 8q | +3.2%+$83.5K |
| PAX Financial Group, LLC | $2.3M | 66,493 | 0.34% | 8q | HELD |
| &PARTNERS | $1.8M | 51,607 | 0.01% | new | NEW |
| Keating Financial Advisory Services, Inc. | $1.6M | 47,294 | 0.21% | 3q | +106.8%+$838.7K |
| Cetera Investment Advisers | $1.2M | 34,383 | 0.00% | 11q | +30.2%+$273.7K |
| Sequent Planning LLC | $1.1M | 32,189 | 0.24% | 8q | +1.9%+$20.4K |
| FIRETHORN WEALTH PARTNERS, LLC | $1.0M | 30,284 | 0.34% | 4q | -39.9%-$691.8K |
| Kingsview Wealth Management, LLC | $784.1K | 22,833 | 0.01% | new | NEW |
| Signal Advisors Wealth, LLC | $717.1K | 20,882 | 0.04% | 3q | +44.8%+$222.0K |
| Sanctuary Advisors, LLC | $705.8K | 20,555 | 0.00% | 8q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $703.3K | 20,527 | 0.00% | 6q | +36.7%+$188.8K |
| RAYMOND JAMES FINANCIAL INC | $654.6K | 19,061 | 0.00% | 5q | +12.7%+$74.0K |
| FLAGSHIP HARBOR ADVISORS, LLC | $608.9K | 17,732 | 0.02% | 13q | HELD |
| Sowell Financial Services LLC | $571.2K | 16,632 | 0.02% | 7q | HELD |
| Alteri Wealth LLC | $541.5K | 15,770 | 0.15% | 6q | -3.7%-$20.6K |
| Kestra Advisory Services, LLC | $538.9K | 15,693 | 0.00% | new | NEW |
| WealthPlan Investment Management, LLC | $501.8K | 14,612 | 0.02% | 2q | +1.9%+$9.2K |
| Simplicity Wealth,LLC | $498.0K | 14,502 | 0.02% | 3q | +53.5%+$173.6K |
| Liberty Atlantic Advisors LLC | $458.5K | 13,352 | 0.33% | 3q | +19.9%+$76.2K |
| MML INVESTORS SERVICES, LLC | $440.3K | 12,821 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $430.1K | 12,525 | 0.00% | 2q | -36.8%-$250.7K |
| Meridian Financial Advisors, LLC | $415.5K | 12,100 | 0.20% | 2q | +1.7%+$6.9K |
| Lunt Capital Management, Inc. | $380.0K | 11,066 | 0.14% | 13q | HELD |
| VestGen Advisors, LLC | $362.0K | 10,541 | 0.01% | 4q | +7.3%+$24.7K |
| Empirical Asset Management, LLC | $355.7K | 10,359 | 0.08% | 5q | +19.8%+$58.8K |
| Horizon Family Wealth, Inc. | $313.6K | 9,132 | 0.14% | 4q | HELD |
| Mascagni Wealth Management, Inc. | $311.8K | 9,080 | 0.19% | new | NEW |
| GOLDMAN SACHS GROUP INC | $302.3K | 8,804 | 0.00% | 3q | HELD |
| IFG Advisory, LLC | $300.1K | 8,740 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $249.2K | 7,255 | 0.00% | 13q | -46.1%-$212.8K |
| IFP Advisors, Inc | $232.8K | 6,779 | 0.00% | 5q | +13.5%+$27.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $167.2K | 4,868 | 0.00% | 5q | HELD |
| EP Wealth Advisors, LLC | $162.0K | 4,718 | 0.00% | 2q | -28.2%-$63.7K |
| JPMORGAN CHASE & CO | $135.1K | 3,941 | 0.00% | 3q | -32.6%-$65.2K |
| Milestone Investment Advisors LLC | $71.2K | 2,072 | 0.02% | 13q | HELD |
| WELLS FARGO & COMPANY/MN | $66.2K | 1,927 | 0.00% | 5q | -76.1%-$210.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $58.2K | 1,696 | 0.00% | 6q | +1579.2%+$54.8K |
| PRIVATE TRUST CO NA | $55.4K | 1,612 | 0.00% | 2q | +7.5%+$3.8K |
| HARBOUR INVESTMENTS, INC. | $49.7K | 1,449 | 0.00% | 6q | +143.1%+$29.3K |
| Integrated Wealth Concepts LLC | $37.4K | 1,088 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $35.9K | 1,045 | 0.00% | 6q | +28.1%+$7.9K |
| SouthState Bank Corp | $31.9K | 929 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $25.2K | 734 | 0.00% | new | NEW |
| Cullen/Frost Bankers, Inc. | $21.8K | 634 | 0.00% | new | NEW |
| Concord Wealth Partners | $19.2K | 558 | 0.00% | new | NEW |
| Align Financial, LLC | $10.0K | 290 | 0.00% | 3q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $4.2K | 123 | 0.00% | new | FIRST |
| CoreCap Advisors, LLC | $3.7K | 107 | 0.00% | 3q | +1.9% |
| FLOW TRADERS U.S. LLC | $922 | 26,845 | 0.04% | new | NEW |
| Capital Advisors, Ltd. LLC | $96 | 2,798 | 0.01% | 16q | HELD |
| BANK OF MONTREAL /CAN/ | $69 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 66 | $865.3M | 25,197,674 | 14 | 30 | 10 | 0.0% |
| Q1 2026 | 55 | $760.7M | 24,042,286 | 8 | 24 | 13 | 0.0% |
| Q4 2025 | 53 | $518.0M | 17,386,733 | 7 | 26 | 9 | 0.0% |
| Q3 2025 | 46 | $481.3M | 17,390,875 | 5 | 21 | 10 | 0.0% |
| Q2 2025 | 48 | $479.4M | 17,320,491 | 8 | 18 | 10 | 0.0% |
| Q1 2025 | 42 | $417.0M | 16,949,957 | 9 | 17 | 12 | 0.0% |
| Q4 2024 | 36 | $393.0M | 16,724,398 | 5 | 14 | 11 | 0.0% |
| Q3 2024 | 38 | $420.6M | 16,494,365 | 11 | 8 | 10 | 0.0% |
| Q2 2024 | 26 | $411.6M | 16,623,012 | 4 | 7 | 10 | 0.0% |
| Q1 2024 | 22 | $437.9M | 17,097,526 | 4 | 9 | 5 | 0.0% |
| Q4 2023 | 21 | $263.9M | 10,485,300 | 7 | 9 | 3 | 0.0% |
| Q3 2023 | 18 | $214.4M | 9,199,626 | 5 | 8 | 4 | 0.0% |
| Q2 2023 | 13 | $172.4M | 7,161,067 | 7 | 3 | 1 | 0.0% |
| Q1 2023 | 7 | $137.7M | 5,884,734 | 1 | 2 | 2 | 0.0% |
| Q4 2022 | 6 | $104.8M | 5,019,392 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 8 | $91.1M | 5,122,385 | 1 | 3 | 1 | 0.0% |
| Q2 2022 | 8 | $104.3M | 5,119,991 | 1 | 3 | 2 | 0.0% |
| Q1 2022 | 7 | $122.1M | 5,131,891 | 2 | 2 | 1 | 0.0% |
| Q4 2021 | 6 | $133.3M | 5,102,706 | 2 | 2 | 1 | 0.0% |
| Q3 2021 | 5 | $130.2M | 4,980,782 | 2 | 1 | 1 | 0.0% |
| Q2 2021 | 3 | $133.1M | 4,972,756 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $129.7M | 4,988,328 | 2 | 0 | 0 | 0.0% |