IMFL Institutional Ownership & Shareholders
INVESCO INT DVLP DYN MULTI (IMFL) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $868.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of IMFL tracked by InsiderSet, reporting ownership valued at approximately $608.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $594.52M, representing an estimated loss of -2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed IMFL value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Ci Investments Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO INT DVLP DYN MULTI (IMFL).
This page ranks the largest institutional IMFL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$868.10M
Largest Holder
Invesco Ltd.
Largest Position
$608.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.05% | 17,725,557 | $608,695,627 | $594,515,182 | -$14,180,445 | -2.33% | |
| Ci Investments Inc. | 0.23% | 2,123,330 | $72,915,152 | $71,216,488 | -$1,698,664 | -2.33% | |
| Lpl Financial Llc | 0.01% | 883,470 | $30,338,364 | $29,631,584 | -$706,780 | -2.33% | |
| Stewardship Advisors, Llc | 3.96% | 568,323 | $18,993,355 | $19,061,553 | +$68,198 | +0.36% | |
| Ashton Thomas Securities, Llc | 1.84% | 520,347 | $17,368,006 | $17,452,438 | +$84,432 | +0.49% | |
| Private Advisor Group, Llc | 0.07% | 452,002 | $15,521,755 | $15,160,147 | -$361,608 | -2.33% | |
| Geneos Wealth Management Inc. | 0.30% | 430,046 | $14,767,780 | $14,423,743 | -$344,037 | -2.33% | |
| Commonwealth Financial Services, Llc | 2.58% | 431,737 | $14,428,651 | $14,480,459 | +$51,808 | +0.36% | |
| Total Clarity Wealth Management, Inc. | 1.56% | 238,647 | $7,975,567 | $8,004,220 | +$28,653 | +0.36% | |
| Curry Webb Wealth Management Llc | 3.17% | 223,176 | $7,663,848 | $7,485,323 | -$178,525 | -2.33% | |
| Morgan Stanley | 0.00% | 187,797 | $6,448,971 | $6,298,711 | -$150,260 | -2.33% | |
| Avestar Capital, Llc | 0.54% | 187,278 | $6,258,831 | $6,281,304 | +$22,473 | +0.36% | |
| Jane Street Group, Llc | 0.00% | 143,465 | $4,926,588 | $4,811,816 | -$114,772 | -2.33% | |
| Asset Allocation Strategies Llc | 0.69% | 138,302 | $4,622,066 | $4,638,649 | +$16,583 | +0.36% | |
| Cibc World Market Inc. | 0.01% | 130,442 | $4,479,378 | $4,375,025 | -$104,353 | -2.33% | |
| Envestnet Asset Management Inc | 0.00% | 104,615 | $3,592,473 | $3,508,787 | -$83,686 | -2.33% | |
| Mgo One Seven Llc | 0.04% | 77,606 | $2,593,593 | $2,602,905 | +$9,312 | +0.36% | |
| Concurrent Investment Advisors, Llc | 0.02% | 76,550 | $2,558,288 | $2,567,487 | +$9,199 | +0.36% | |
| Firethorn Wealth Partners, Llc | 0.74% | 69,601 | $2,326,074 | $2,334,418 | +$8,344 | +0.36% | |
| Pax Financial Group, Llc | 0.34% | 66,493 | $2,283,370 | $2,230,175 | -$53,195 | -2.33% | |
| &Partners | 0.01% | 51,607 | $1,771,082 | $1,730,899 | -$40,183 | -2.27% | |
| Keating Financial Advisory Services, Inc. | 0.21% | 47,294 | $1,624,076 | $1,586,241 | -$37,835 | -2.33% | |
| Cetera Investment Advisers | 0.00% | 34,383 | $1,180,720 | $1,153,206 | -$27,514 | -2.33% | |
| Sequent Planning Llc | 0.24% | 32,189 | $1,105,354 | $1,079,619 | -$25,735 | -2.33% | |
| Signal Advisors Wealth, Llc | 0.04% | 28,723 | $959,922 | $963,369 | +$3,447 | +0.36% | |
| Flow Traders U.S. Llc | 0.04% | 26,845 | $922,000 | $900,381 | -$21,619 | -2.34% | |
| Kestra Advisory Services, Llc | 0.00% | 24,789 | $828,445 | $831,423 | +$2,978 | +0.36% | |
| Kingsview Wealth Management, Llc | 0.01% | 22,833 | $784,085 | $765,819 | -$18,266 | -2.33% | |
| Sanctuary Advisors, Llc | 0.00% | 20,555 | $705,846 | $689,415 | -$16,431 | -2.33% | |
| Jones Financial Companies Lllp | 0.00% | 20,527 | $703,255 | $688,476 | -$14,779 | -2.10% | |
| Raymond James Financial Inc | 0.00% | 19,061 | $654,554 | $639,306 | -$15,248 | -2.33% | |
| Liberty Atlantic Advisors Llc | 0.39% | 18,494 | $618,069 | $620,289 | +$2,220 | +0.36% | |
| Flagship Harbor Advisors, Llc | 0.02% | 17,503 | $584,935 | $587,051 | +$2,116 | +0.36% | |
| Sowell Financial Services Llc | 0.02% | 16,557 | $553,326 | $555,322 | +$1,996 | +0.36% | |
| Simplicity Wealth,Llc | 0.02% | 16,220 | $542,068 | $544,019 | +$1,951 | +0.36% | |
| Alteri Wealth Llc | 0.15% | 15,770 | $541,542 | $528,926 | -$12,616 | -2.33% | |
| Wealthplan Investment Management, Llc | 0.02% | 14,053 | $469,651 | $471,338 | +$1,687 | +0.36% | |
| Mml Investors Services, Llc | 0.00% | 12,821 | $440,287 | $430,016 | -$10,271 | -2.33% | |
| Farther Finance Advisors, Llc | 0.00% | 12,117 | $404,948 | $406,404 | +$1,456 | +0.36% | |
| Meridian Financial Advisors, Llc | 0.19% | 12,100 | $404,382 | $405,834 | +$1,452 | +0.36% | |
| Lunt Capital Management, Inc. | 0.14% | 11,066 | $369,826 | $371,154 | +$1,328 | +0.36% | |
| Vestgen Advisors, Llc | 0.01% | 10,782 | $360,349 | $361,628 | +$1,279 | +0.36% | |
| Empirical Asset Management, Llc | 0.08% | 10,359 | $355,736 | $347,441 | -$8,295 | -2.33% | |
| Horizon Family Wealth, Inc. | 0.14% | 9,132 | $313,593 | $306,287 | -$7,306 | -2.33% | |
| Mascagni Wealth Management, Inc. | 0.19% | 9,166 | $306,312 | $307,428 | +$1,116 | +0.36% | |
| Goldman Sachs Group Inc | 0.00% | 8,804 | $302,329 | $295,286 | -$7,043 | -2.33% | |
| Ifg Advisory, Llc | 0.01% | 8,740 | $300,130 | $293,140 | -$6,990 | -2.33% | |
| Osaic Holdings, Inc. | 0.00% | 7,255 | $249,157 | $243,333 | -$5,824 | -2.34% | |
| Ifp Advisors, Inc | 0.00% | 7,080 | $236,614 | $237,463 | +$849 | +0.36% | |
| Ep Wealth Advisors, Llc | 0.00% | 4,718 | $162,016 | $158,242 | -$3,774 | -2.33% |
Frequently asked questions about IMFL
Who are the largest institutional holders of IMFL?
The largest institutional holders of IMFL reported in the latest SEC Form 13F filings include Invesco Ltd., Ci Investments Inc., Lpl Financial Llc, Stewardship Advisors, Llc, and Ashton Thomas Securities, Llc. InsiderSet ranks institutional holders by their latest reported IMFL position.
What is IMFL institutional ownership?
This page tracks IMFL positions reported by institutional investment managers through SEC Form 13F. INVESCO INT DVLP DYN MULTI (IMFL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IMFL?
InsiderSet currently tracks 65 institutional managers reporting IMFL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IMFL shareholders.
How much IMFL stock do institutions own?
Institutional investment managers disclosed approximately $868.10M in IMFL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IMFL institutional ownership last updated?
The latest IMFL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IMFL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IMFL position after the reporting date.
Are institutions buying or selling IMFL?
Institutional buying and selling can be analyzed by comparing IMFL positions across consecutive 13F reporting periods. InsiderSet's IMFL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IMFL ownership changes.
How has IMFL institutional ownership changed over time?
InsiderSet tracks IMFL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.