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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 22 added or opened and 4 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 0.0% 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 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 2026-Q1 and 2026-Q2, across 65 tracked filers holding IMFL, 47 increased or opened the position and 20 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 2026-Q1 and 2026-Q2 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 5
- CI INVESTMENTS INC.$73M
- Commonwealth Financial Services, LLC$5M
- &PARTNERS$2M
- Kingsview Wealth Management, LLC$784K
- Kestra Advisory Services, LLC$539K
Full exits 1
- CITADEL ADVISORS LLC$995K
Largest adds
- LPL Financial LLC$13M
- ASHTON THOMAS SECURITIES, LLC$4M
- Geneos Wealth Management Inc.$3M
- Total Clarity Wealth Management, Inc.$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Concurrent Investment Advisors, LLC$2M
Largest trims
- Invesco Ltd.$17M
- JANE STREET GROUP, LLC$3M
- FIRETHORN WEALTH PARTNERS, LLC$556K
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. trimmed | 17,725,557 | $609M | 69.6% | 2026-Q2 |
| CI INVESTMENTS INC. new | 2,123,330 | $73M | 8.3% | 2026-Q2 |
| LPL Financial LLC added | 883,470 | $30M | 3.5% | 2026-Q2 |
| Stewardship Advisors, LLC added | 566,978 | $19M | 2.2% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 476,142 | $16M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 452,002 | $16M | 1.8% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 430,046 | $15M | 1.7% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 338,386 | $12M | 1.3% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 256,328 | $9M | 1.0% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 223,176 | $8M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 187,797 | $6M | 0.7% | 2026-Q2 |
| Avestar Capital, LLC added | 184,224 | $6M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 143,465 | $5M | 0.6% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 136,756 | $5M | 0.5% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 134,451 | $5M | 0.5% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 130,442 | $4M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 104,615 | $4M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 79,113 | $3M | 0.3% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 66,493 | $2M | 0.3% | 2026-Q2 |
| &PARTNERS new | 51,607 | $2M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 47,294 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 34,383 | $1M | 0.1% | 2026-Q2 |
| Sequent Planning LLC added | 32,189 | $1M | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 30,284 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 22,833 | $784K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 20,882 | $717K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 20,555 | $706K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 20,527 | $703K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 19,061 | $655K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 17,732 | $609K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 16,632 | $571K | 0.1% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 15,770 | $542K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 15,693 | $539K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 14,612 | $502K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 14,502 | $498K | 0.1% | 2026-Q2 |
| Liberty Atlantic Advisors LLC added | 13,352 | $459K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 12,821 | $440K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,525 | $430K | 0.0% | 2026-Q2 |
| Meridian Financial Advisors, LLC added | 12,100 | $416K | 0.0% | 2026-Q2 |
| Lunt Capital Management, Inc. | 11,066 | $380K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC added | 10,541 | $362K | 0.0% | 2026-Q2 |
| Empirical Asset Management, LLC added | 10,359 | $356K | 0.0% | 2026-Q2 |
| Horizon Family Wealth, Inc. | 9,132 | $314K | 0.0% | 2026-Q2 |
| Mascagni Wealth Management, Inc. added | 9,080 | $312K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 8,804 | $302K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 8,740 | $300K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 7,255 | $249K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 6,779 | $233K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,868 | $167K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 4,718 | $162K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,941 | $135K | 0.0% | 2026-Q2 |
| Milestone Investment Advisors LLC | 2,072 | $71K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,927 | $66K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,696 | $58K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,612 | $55K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,449 | $50K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,045 | $36K | 0.0% | 2026-Q2 |
| SouthState Bank Corp new | 929 | $32K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 734 | $25K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 634 | $22K | 0.0% | 2026-Q2 |
| Concord Wealth Partners trimmed | 558 | $19K | 0.0% | 2026-Q2 |
| Align Financial, LLC | 290 | $10K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 123 | $4K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 107 | $4K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 2 | $69 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 31,461 | $995K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 11,318 | $358K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 7,537 | $238K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC | 2,798 | $89K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 1,098 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 230 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC | 151 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WFA of San Diego, LLC | 73 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 148,272 | $4M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,649 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Emergent Wealth Advisors, LLC trimmed | 13,269 | $395K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC added | 734 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC added | 325 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS added | 7,453 | $206K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Elios Financial Group Inc. added | 48,717 | $1M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. | 888 | $24K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital Analysts, LLC trimmed | 559 | $15K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ORG Wealth Partners, LLC | 268 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.