Who Owns Invesco Exchange-traded Self-indexed Fund Tru (IMFL)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $96.1M of Invesco Exchange-traded Self-indexed Fund Tru (IMFL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stewardship Advisors, LLC ($19.5M), ASHTON THOMAS SECURITIES, LLC ($16.3M), Private Advisor Group, LLC ($15.5M), Concurrent Investment Advisors, LLC ($11.6M), Total Clarity Wealth Management, Inc. ($8.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Stewardship Advisors, LLC$19.5M566,978Added
2ASHTON THOMAS SECURITIES, LLC$16.3M476,142Added
3Private Advisor Group, LLC$15.5M452,002Trimmed
4Concurrent Investment Advisors, LLC$11.6M338,386Added
5Total Clarity Wealth Management, Inc.$8.8M256,328Added
6Avestar Capital, LLC$6.3M184,224Added
7Commonwealth Financial Services, LLC$4.7M136,756New
8ENVESTNET ASSET MANAGEMENT INC$3.6M104,615Added
9MGO ONE SEVEN LLC$2.7M79,113Added
10FIRETHORN WEALTH PARTNERS, LLC$1.0M30,284Trimmed
11Signal Advisors Wealth, LLC$717,10420,882Added
12FLAGSHIP HARBOR ADVISORS, LLC$608,91317,732Added
13Sowell Financial Services LLC$571,15716,632Trimmed
14Alteri Wealth LLC$541,54215,770Trimmed
15Kestra Advisory Services, LLC$538,89815,693New
16WealthPlan Investment Management, LLC$501,77614,612Added
17Liberty Atlantic Advisors LLC$458,50813,352Added
18Farther Finance Advisors, LLC$430,10912,525Trimmed
19Meridian Financial Advisors, LLC$415,51412,100Added
20Lunt Capital Management, Inc.$380,00611,066Hold
21Mascagni Wealth Management, Inc.$311,8179,080New
22IFP Advisors, Inc$232,7916,779Added
23Capital Advisors, Ltd. LLC$96,0002,798Hold
24CREATIVE FINANCIAL DESIGNS INC /ADV$58,2501,696Added
25PRIVATE TRUST CO NA$55,3561,612Added

Source: SEC Form 13F filings · as of 2026-06-30