Who owns IMFL
Which tracked institutional funds hold IMFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMFL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 IMFL is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 5 trimmed or exited — on balance accumulating.
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
IMFL’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMFL 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 57 tracked filers holding IMFL, 34 increased or opened the position and 23 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 IMFL 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 2
- CITADEL ADVISORS LLC$995K
- Farther Finance Advisors, LLC$635K
Full exits 2
- FLOW TRADERS U.S. LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Largest adds
- Invesco Ltd.$210M
- Concurrent Investment Advisors, LLC$8M
- MORGAN STANLEY$6M
- LPL Financial LLC$5M
- JANE STREET GROUP, LLC$4M
- Private Advisor Group, LLC$3M
Largest trims
- WELLS FARGO & COMPANY/MN$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$665K
- Asset Allocation Strategies LLC$292K
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 | 19,762,227 | $625M | 80.9% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 559,788 | $18M | 2.3% | 2026-Q1 |
| LPL Financial LLC added | 533,688 | $17M | 2.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 457,060 | $14M | 1.9% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 386,300 | $12M | 1.6% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 374,081 | $12M | 1.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 297,565 | $9M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 250,000 | $8M | 1.0% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 190,008 | $6M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 179,220 | $6M | 0.7% | 2026-Q1 |
| Avestar Capital, LLC added | 175,843 | $6M | 0.7% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 124,979 | $4M | 0.5% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 124,410 | $4M | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 76,680 | $2M | 0.3% | 2026-Q1 |
| PAX Financial Group, LLC trimmed | 66,610 | $2M | 0.3% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 50,429 | $2M | 0.2% | 2026-Q1 |
| Sequent Planning LLC trimmed | 31,595 | $1,000K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 31,461 | $995K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 27,027 | $855K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 26,413 | $836K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 22,871 | $724K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 20,485 | $648K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 19,826 | $635K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 17,728 | $561K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 16,906 | $535K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 16,699 | $528K | 0.1% | 2026-Q1 |
| Alteri Wealth LLC trimmed | 16,371 | $518K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,015 | $462K | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 14,417 | $456K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 14,343 | $454K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 13,451 | $426K | 0.1% | 2026-Q1 |
| Meridian Financial Advisors, LLC new | 11,900 | $377K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance new | 11,318 | $358K | 0.0% | 2026-Q1 |
| Liberty Atlantic Advisors LLC trimmed | 11,133 | $352K | 0.0% | 2026-Q1 |
| Lunt Capital Management, Inc. | 11,066 | $350K | 0.0% | 2026-Q1 |
| VestGen Advisors, LLC added | 9,822 | $331K | 0.0% | 2026-Q1 |
| Simplicity Wealth,LLC added | 9,448 | $299K | 0.0% | 2026-Q1 |
| Horizon Family Wealth, Inc. | 9,132 | $289K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 8,804 | $279K | 0.0% | 2026-Q1 |
| Empirical Asset Management, LLC added | 8,648 | $274K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 7,537 | $238K | 0.0% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 6,572 | $208K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 5,972 | $189K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,843 | $179K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,868 | $154K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,024 | $127K | 0.0% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 2,798 | $89K | 0.0% | 2026-Q1 |
| Milestone Investment Advisors LLC | 2,072 | $66K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 1,500 | $47K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 1,098 | $35K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 596 | $19K | 0.0% | 2026-Q1 |
| Align Financial, LLC trimmed | 290 | $9K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 230 | $7K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 151 | $5K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 105 | $3K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101 | $3K | 0.0% | 2026-Q1 |
| WFA of San Diego, LLC | 73 | $2K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 148,272 | $4M | 0.6% | 2025-Q4 stale |
| San Luis Wealth Advisors LLC | 175,783 | $4M | 0.5% | 2025-Q1 stale |
| Elios Financial Group Inc. added | 48,717 | $1M | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,649 | $1M | 0.1% | 2025-Q4 stale |
| UBS Group AG added | 22,345 | $550K | 0.1% | 2025-Q1 stale |
| Emergent Wealth Advisors, LLC trimmed | 13,269 | $395K | 0.1% | 2025-Q4 stale |
| IFG Advisory, LLC added | 9,087 | $271K | 0.0% | 2025-Q4 stale |
| OPTIMUM INVESTMENT ADVISORS added | 7,453 | $206K | 0.0% | 2025-Q3 stale |
| Concord Wealth Partners | 978 | $29K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 816 | $24K | 0.0% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. | 888 | $24K | 0.0% | 2025-Q2 stale |
| AE Wealth Management LLC added | 734 | $22K | 0.0% | 2025-Q4 stale |
| Capital Analysts, LLC trimmed | 559 | $15K | 0.0% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 325 | $10K | 0.0% | 2025-Q4 stale |
| ORG Wealth Partners, LLC | 268 | $7K | 0.0% | 2025-Q2 stale |
| ORG Partners LLC trimmed | 15 | $369 | 0.0% | 2025-Q1 stale |
| FMR LLC trimmed | 1 | $25 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.