Invesco Exchange-Traded Self-Indexed Fund Trust - IMFL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Added to | 19,762,227 | 625,276 | 0.1% | 0.06% | 1 | +5,834,002 | 41.89% | Q1 2026 | May 12, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 559,788 | 17,711 | 4.07% | 3.94% | 2 | -12,033 | -2.1% | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Added to | 533,688 | 16,885 | 0.0% | 0.0% | 3 | +151,362 | 39.59% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 457,060 | 14,461 | 0.07% | 0.05% | 4 | +83,423 | 22.33% | Q1 2026 | Apr 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 386,300 | 12,222 | 1.53% | 2.19% | 5 | -641 | -0.17% | Q1 2026 | May 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 374,081 | 11,835 | 0.27% | 0.26% | 6 | +23,513 | 6.71% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 297,565 | 9,414 | 0.1% | 0.02% | 7 | +235,622 | 380.39% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 250,000 | 7,910 | 0.0% | 0.0% | 8 | +134,760 | 116.94% | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 190,008 | 6,011 | 1.41% | 1.31% | 9 | +7,688 | 4.22% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Added to | 179,220 | 5,670 | 0.0% | — | 10 | +179,219 | 17921900.0% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 175,843 | 5,563 | 0.36% | 0.34% | 11 | +608 | 0.35% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 124,979 | 3,954 | 0.7% | 0.79% | 12 | -17,554 | -12.32% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 124,410 | 3,936 | 0.01% | 0.01% | 13 | +6,591 | 5.59% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 76,680 | 2,426 | 0.05% | 0.05% | 14 | -7,649 | -9.07% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 66,610 | 2,107 | 0.36% | 0.36% | 15 | -4,238 | -5.98% | Q1 2026 | Apr 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 50,429 | 1,595 | 0.58% | 0.39% | 16 | +15,726 | 45.32% | Q1 2026 | Apr 09, 2026 |
| Sequent Planning LLC | History | Reduced | 31,595 | 999 | 0.24% | 0.25% | 17 | -805 | -2.48% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 31,461 | 995 | 0.0% | — | 18 | +31,461 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,027 | 855 | 0.0% | 0.0% | 19 | +3,610 | 15.42% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 26,413 | 835 | 0.0% | 0.0% | 20 | +1,635 | 6.6% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 22,871 | 723 | 0.12% | 0.05% | 21 | +11,044 | 93.38% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,485 | 648 | 0.0% | 0.0% | 22 | +3,419 | 20.03% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 19,826 | 635 | 0.01% | — | 23 | +19,826 | New | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 17,728 | 560 | 0.02% | 0.03% | 24 | -3,123 | -14.98% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 16,906 | 534 | 0.0% | 0.0% | 25 | +5,347 | 46.26% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,699 | 528 | 0.02% | 0.02% | 26 | +274 | 1.67% | Q1 2026 | Apr 20, 2026 |
| Alteri Wealth LLC | History | Reduced | 16,371 | 517 | 0.17% | 0.17% | 27 | -1,559 | -8.69% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,015 | 461 | 0.0% | 0.0% | 28 | +7,410 | 97.44% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 14,417 | 456 | 0.03% | 0.03% | 29 | +2,280 | 18.79% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | New | 14,343 | 453 | 0.03% | — | 30 | +14,343 | New | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,451 | 425 | 0.0% | 0.0% | 31 | +8,757 | 186.56% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | New | 11,900 | 376 | 0.21% | — | 32 | +11,900 | New | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | New | 11,318 | 358 | 0.0% | — | 33 | +11,318 | New | Q1 2026 | May 12, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 11,133 | 352 | 0.3% | 0.35% | 34 | -695 | -5.88% | Q1 2026 | Apr 27, 2026 |
| Lunt Capital Management, Inc. | History | No change | 11,066 | 350 | 0.13% | 0.12% | 35 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,822 | 331 | 0.01% | 0.01% | 36 | +2,066 | 26.64% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,448 | 298 | 0.02% | 0.02% | 37 | +707 | 8.09% | Q1 2026 | Apr 30, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 9,132 | 288 | 0.15% | 0.14% | 38 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,804 | 278 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 8,648 | 273 | 0.07% | 0.07% | 40 | +573 | 7.1% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 7,537 | 238 | 0.0% | — | 41 | +7,537 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,572 | 207 | 0.0% | — | 42 | +6,572 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 5,972 | 188 | 0.0% | 0.0% | 43 | +1,059 | 21.56% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,843 | 178 | 0.0% | 0.0% | 44 | +3,862 | 194.95% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,868 | 154 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,024 | 127 | 0.0% | 0.0% | 46 | -63,333 | -94.03% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,798 | 89 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,072 | 65 | 0.02% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,500 | 47 | 0.0% | — | 49 | +1,500 | New | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 1,098 | 34 | 0.0% | — | 50 | +1,098 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 816 | 24 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 596 | 18 | 0.0% | 0.0% | 52 | -94 | -13.62% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 290 | 9 | 0.01% | 0.01% | 54 | -8,349 | -96.64% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 325 | 9 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 230 | 7 | 0.0% | 0.0% | 55 | -740 | -76.29% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 151 | 4 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 105 | 3 | 0.0% | 0.0% | 58 | -14 | -11.76% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 101 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -148,272 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,649 | -100.0% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,269 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,087 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -978 | -100.0% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -734 | -100.0% | Q1 2026 | May 13, 2026 |