Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $506 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
14,336,256
shares
|
$416 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
575,943
shares
|
$16.7 Million
4.06% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
380,864
shares
|
$11.1 Million
1.47% of portfolio
|
Q3 2025
Added 138.65%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
339,024
shares
|
$9.85 Million
0.25% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
336,645
shares
|
$9.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
331,311
shares
|
$9.62 Million
0.0% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
174,810
shares
|
$5.08 Million
1.37% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
173,914
shares
|
$5.05 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
135,325
shares
|
$3.93 Million
0.74% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
106,413
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
69,955
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
67,115
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
66,089
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
48,717
shares
|
$1.41 Million
0.61% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
31,649
shares
|
$919,086
0.02% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
29,034
shares
|
$843,147
0.23% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,699
shares
|
$688,218
0.03% of portfolio
|
Q2 2024
Added 11.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
22,842
shares
|
$663,331
0.0% of portfolio
|
Q3 2025
Added 34.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,741
shares
|
$573,278
0.0% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
17,378
shares
|
$504,657
0.17% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,157
shares
|
$411,119
0.02% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,980
shares
|
$405,979
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
13,733
shares
|
$398,806
0.22% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
11,066
shares
|
$321,356
0.12% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
10,391
shares
|
$301,754
0.13% of portfolio
|
Q3 2025
New holding
|
|