IMFLINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J437 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (IMFL) has 57 institutional holders in Filings Flow’s 13F database, together reporting 6.44M shares worth $204M as of Q1 2026. The largest reported holders are Invesco Ltd., Stewardship Advisors, LLC, and Lpl Financial LLC.
Institutional Holders
57
Q1 2026
Reported Value
$204M
Ticker
IMFL
Quarters Tracked
21
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Invesco Ltd.$653.3B AUM | 0.01% | $68M | 2.15M | Q1 2026 |
| Stewardship Advisors, LLC$435M AUM | 4.07% | $18M | 559.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 533.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $14M | 457.1K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 1.53% | $12M | 386.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.27% | $12M | 374.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 297.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 250.0K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.41% | $6M | 190.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 179.2K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.36% | $6M | 175.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.14% | $4M | 148.3K | Q4 2025OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.70% | $4M | 125.0K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 124.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 76.7K | Q1 2026 |
| PAX Financial Group, LLC$586M AUM | 0.36% | $2M | 66.6K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.59% | $2M | 50.4K | Q1 2026 |
| Elios Financial Group Inc.$220M AUM | 0.61% | $1M | 48.7K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 33.6K | Q4 2025OLDER |
| Sequent Planning LLC$414M AUM | 0.24% | $999,661 | 31.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $995,426 | 31.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $855,146 | 27.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $835,709 | 26.4K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.12% | $723,638 | 22.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $648,159 | 20.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $635,423 | 19.8K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $560,906 | 17.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $534,906 | 16.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $528,364 | 16.7K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.17% | $517,978 | 16.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $461,711 | 15.0K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $456,149 | 14.4K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $453,813 | 14.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $425,585 | 13.5K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.22% | $395,284 | 13.3K | Q4 2025OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.21% | $376,516 | 11.9K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $358,115 | 11.3K | Q1 2026 |
| Liberty Atlantic Advisors LLC$117M AUM | 0.30% | $352,248 | 11.1K | Q1 2026 |
| Lunt Capital Management, Inc.$260M AUM | 0.13% | $350,128 | 11.1K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $331,481 | 9.8K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $298,922 | 9.4K | Q1 2026 |
| Horizon Family Wealth, Inc.$189M AUM | 0.15% | $288,936 | 9.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $278,559 | 8.8K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.07% | $273,620 | 8.6K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.01% | $270,690 | 9.1K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $238,000 | 7.5K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $207,938 | 6.6K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.08% | $206,300 | 7.5K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $188,954 | 6.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $178,971 | 5.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $154,024 | 4.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $127,319 | 4.0K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.01% | $89,000 | 2.8K | Q1 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.02% | $65,559 | 2.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $47,460 | 1.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,741 | 1.1K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.00% | $29,135 | 978 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $24,319 | 816 | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $24,242 | 888 | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $21,866 | 734 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $18,859 | 596 | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $15,000 | 559 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $9,667 | 325 | Q4 2025OLDER |
| Align Financial, LLC$176M AUM | 0.01% | $9,176 | 290 | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $7,335 | 268 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7,000 | 230 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,778 | 151 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,322 | 105 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,196 | 101 | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.00% | $2,310 | 73 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.