Who owns IFLN
Which tracked institutional funds hold IFLN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IFLN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IFLN is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 20 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IFLN’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IFLN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 109 tracked filers holding IFLN, 46 increased or opened the position and 59 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IFLN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- CITADEL ADVISORS LLC$3M
- VALICENTI ADVISORY SERVICES INC$2M
- Arkadios Wealth Advisors$654K
Full exits 8
- MBL Wealth, LLC$7M
- Global Retirement Partners, LLC$3M
- Advisors Preferred, LLC$3M
- BENJAMIN EDWARDS INC$2M
- Baird Financial Group, Inc.$2M
- Prairiewood Capital, LLC$2M
Largest adds
- Invesco Ltd.$20M
- JANE STREET GROUP, LLC$3M
- UBS Group AG$1M
Largest trims
- Bank of New York Mellon Corp$13M
- Cetera Investment Advisers$4M
- LPL Financial LLC$3M
- AMERIPRISE FINANCIAL INC$3M
- SCOTIA CAPITAL INC.$2M
- Asset Allocation Strategies LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Invesco Ltd. added | 3,681,167 | $66M | 26.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,668,258 | $30M | 12.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 852,078 | $15M | 6.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 737,535 | $13M | 5.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 681,337 | $12M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 413,259 | $7M | 3.0% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 314,354 | $6M | 2.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 301,674 | $5M | 2.2% | 2026-Q1 |
| BLUELINE ADVISORS LLC added | 297,401 | $5M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 293,475 | $5M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 271,355 | $5M | 2.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 239,624 | $4M | 1.7% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 236,754 | $4M | 1.7% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 208,514 | $4M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 170,220 | $3M | 1.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 169,831 | $3M | 1.2% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC trimmed | 166,205 | $3M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 110,756 | $2M | 0.8% | 2026-Q1 |
| UBS Group AG added | 104,100 | $2M | 0.8% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 103,013 | $2M | 0.7% | 2026-Q1 |
| VALICENTI ADVISORY SERVICES INC new | 88,977 | $2M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 77,071 | $1M | 0.6% | 2026-Q1 |
| WealthShield Partners, LLC added | 58,780 | $1M | 0.4% | 2026-Q1 |
| McAdam, LLC added | 57,284 | $1M | 0.4% | 2026-Q1 |
| Csenge Advisory Group added | 56,591 | $1M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 48,868 | $876K | 0.4% | 2026-Q1 |
| Great Waters Wealth Management trimmed | 48,531 | $871K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 45,055 | $808K | 0.3% | 2026-Q1 |
| NWAM LLC added | 44,714 | $802K | 0.3% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. added | 43,846 | $787K | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 42,561 | $764K | 0.3% | 2026-Q1 |
| MOLLER WEALTH PARTNERS trimmed | 40,396 | $725K | 0.3% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 36,575 | $656K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors new | 36,437 | $654K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 36,189 | $649K | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 35,972 | $645K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 34,075 | $611K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,137 | $559K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 29,835 | $535K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. new | 26,637 | $478K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 24,990 | $444K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 22,486 | $403K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 21,879 | $393K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 20,000 | $359K | 0.1% | 2026-Q1 |
| Clearstead Trust, LLC | 19,639 | $352K | 0.1% | 2026-Q1 |
| Hyundai Investments Co., Ltd. trimmed | 19,542 | $348K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 18,777 | $337K | 0.1% | 2026-Q1 |
| PRUDENT INVESTORS NETWORK, INC. | 18,523 | $332K | 0.1% | 2026-Q1 |
| Banque Cantonale Vaudoise added | 17,125 | $307K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 15,399 | $276K | 0.1% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 15,277 | $274K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 15,210 | $273K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 14,633 | $263K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 14,284 | $256K | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 12,443 | $225K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 12,443 | $225K | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC new | 11,905 | $214K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 11,777 | $211K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 11,624 | $209K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 11,244 | $202K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 10,467 | $188K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 10,451 | $187K | 0.1% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 10,185 | $183K | 0.1% | 2026-Q1 |
| Friedenthal Financial trimmed | 9,011 | $162K | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | 7,800 | $140K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,860 | $86K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,714 | $67K | 0.0% | 2026-Q1 |
| Rialto Wealth Management, LLC | 3,305 | $59K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 3,250 | $58K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 3,124 | $56K | 0.0% | 2026-Q1 |
| MBL Wealth, LLC added | 380,269 | $7M | 2.9% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 151,124 | $3M | 1.1% | 2025-Q4 stale |
| Advisors Preferred, LLC added | 135,190 | $3M | 1.0% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC trimmed | 112,193 | $2M | 0.8% | 2025-Q4 stale |
| Baird Financial Group, Inc. trimmed | 87,529 | $2M | 0.7% | 2025-Q4 stale |
| Prairiewood Capital, LLC added | 82,717 | $2M | 0.6% | 2025-Q4 stale |
| Seros Financial, LLC added | 82,561 | $2M | 0.6% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 51,618 | $953K | 0.4% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 41,952 | $763K | 0.3% | 2025-Q1 stale |
| Wealthspire Advisors, LLC | 31,269 | $582K | 0.2% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP | 23,811 | $442K | 0.2% | 2025-Q3 stale |
| Freedom Investment Management, Inc. added | 21,894 | $404K | 0.2% | 2025-Q2 stale |
| Towercrest Capital Management trimmed | 20,810 | $387K | 0.2% | 2025-Q4 stale |
| Alliance Wealth Management Group trimmed | 20,810 | $387K | 0.2% | 2025-Q4 stale |
| COMERICA BANK added | 16,949 | $315K | 0.1% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP added | 15,903 | $296K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 15,910 | $294K | 0.1% | 2025-Q2 stale |
| First International Bank & Trust | 15,761 | $293K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 15,787 | $285K | 0.1% | 2025-Q1 stale |
| Patriot Financial Group Insurance Agency, LLC | 15,427 | $285K | 0.1% | 2025-Q2 stale |
| FIRST NATIONAL CORP /MA/ /ADV | 14,945 | $278K | 0.1% | 2025-Q3 stale |
| Compound Planning, Inc. trimmed | 14,864 | $268K | 0.1% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp added | 14,216 | $264K | 0.1% | 2025-Q3 stale |
| Code Waechter LLC added | 12,297 | $228K | 0.1% | 2025-Q3 stale |
| Capital Planning LLC trimmed | 11,916 | $222K | 0.1% | 2025-Q4 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 10,377 | $193K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 4,702 | $87K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 4,117 | $77K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC trimmed | 3,990 | $74K | 0.0% | 2025-Q3 stale |
| FAS Wealth Partners, Inc. trimmed | 3,937 | $73K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.