INVESCO INT DVLP DYN MULTI IMFL
$34.05
+0.9% 52w: $25.75 – $34.75
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data25.7530.2534.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
58
+1 QoQ
13F value
$767.2M
+43.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IMFL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 19.8M | $625.3M | 0.1% | +41.9% |
| Stewardship Advisors, LLC | Wealth advisor | 559.8K | $17.7M | 4.1% | -2.1% |
| LPL Financial LLC | Bank broker | 533.7K | $16.9M | 0.0% | +39.6% |
| Private Advisor Group, LLC | Wealth advisor | 457.1K | $14.5M | 0.1% | +22.3% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 386.3K | $12.2M | 1.5% | -0.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 374.1K | $11.8M | 0.3% | +6.7% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 297.6K | $9.4M | 0.1% | +380.4% |
| JANE STREET GROUP, LLC | Market maker | 250.0K | $7.9M | 0.0% | +116.9% |
| Curry Webb Wealth Management LLC | Wealth advisor | 199.5K | $6.3M | 3.0% | +18.9% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 190.0K | $6.0M | 1.4% | +4.2% |
| MORGAN STANLEY | Bank broker | 179.2K | $5.7M | 0.0% | +17921900.0% |
| Avestar Capital, LLC | Other | 175.8K | $5.6M | 0.4% | +0.3% |
| Asset Allocation Strategies LLC | Wealth advisor | 125.0K | $4.0M | 0.7% | -12.3% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 124.4K | $3.9M | 0.0% | +5.6% |
| MGO ONE SEVEN LLC | Wealth advisor | 76.7K | $2.4M | 0.0% | -9.1% |
| PAX Financial Group, LLC | Wealth advisor | 66.6K | $2.1M | 0.4% | -6.0% |
| FIRETHORN WEALTH PARTNERS, LLC | Wealth advisor | 50.4K | $1.6M | 0.6% | +45.3% |
| Sequent Planning LLC | Wealth advisor | 31.6K | $1000K | 0.2% | -2.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 31.5K | $995K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 27.0K | $855K | 0.0% | +15.4% |
| Cetera Investment Advisers | Wealth advisor | 26.4K | $836K | 0.0% | +6.6% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 22.9K | $724K | 0.1% | +93.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 20.5K | $648K | 0.0% | +20.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 19.8K | $635K | 0.0% | New |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 17.7K | $561K | 0.0% | -15.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 16.9K | $535K | 0.0% | +46.3% |
| Sowell Financial Services LLC | Wealth advisor | 16.7K | $528K | 0.0% | +1.7% |
| Alteri Wealth LLC | Other | 16.4K | $518K | 0.2% | -8.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 15.0K | $462K | 0.0% | +97.4% |
| Signal Advisors Wealth, LLC | Wealth advisor | 14.4K | $456K | 0.0% | +18.8% |
| WealthPlan Investment Management, LLC | Wealth advisor | 14.3K | $454K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 13.5K | $426K | 0.0% | +186.6% |
| Meridian Financial Advisors, LLC | Wealth advisor | 11.9K | $377K | 0.2% | New |
| Independent Advisor Alliance | Wealth advisor | 11.3K | $358K | 0.0% | New |
| Liberty Atlantic Advisors LLC | Wealth advisor | 11.1K | $352K | 0.3% | -5.9% |
| Lunt Capital Management, Inc. | Wealth advisor | 11.1K | $350K | 0.1% | Held |
| VestGen Advisors, LLC | Wealth advisor | 9.8K | $331K | 0.0% | +26.6% |
| Simplicity Wealth,LLC | Wealth advisor | 9.4K | $299K | 0.0% | +8.1% |
| Horizon Family Wealth, Inc. | Wealth advisor | 9.1K | $289K | 0.2% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.8K | $279K | 0.0% | Held |
| Empirical Asset Management, LLC | Wealth advisor | 8.6K | $274K | 0.1% | +7.1% |
| HRT FINANCIAL LP | Diversified mechanical | 7.5K | $238K | 0.0% | New |
| EP Wealth Advisors, LLC | Wealth advisor | 6.6K | $208K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 6.0K | $189K | 0.0% | +21.6% |
| JPMORGAN CHASE & CO | Bank broker | 5.8K | $179K | 0.0% | +195.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 4.9K | $154K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.0K | $127K | 0.0% | -94.0% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 2.8K | $89K | 0.0% | Held |
| Milestone Investment Advisors LLC | Wealth advisor | 2.1K | $66K | 0.0% | Held |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.5K | $47K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.