Invesco INT Dvlp DYN Multi (IMFL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Stewardship Advisors, LLC

INCREASED

Shares568,323 from 566,978

Change+1,345 (+0%)

Value$19.0M (-$476.7K)

Filed 2026-10-20

Ashton Thomas Securities, LLC

INCREASED

Shares520,347 from 476,142

Change+44,205 (+9%)

Value$17.4M (+$1.0M)

Filed 2026-10-26

Commonwealth Financial Services, LLC

INCREASED

Shares431,737 from 136,756

Change+294,981 (+216%)

Value$14.4M (+$9.7M)

Filed 2026-10-20

Total Clarity Wealth Management, Inc.

DECREASED

Shares238,647 from 256,328

Change-17,681 (-7%)

Value$8.0M (-$826.8K)

Filed 2026-10-26

Curry Webb Wealth Management LLC

UNCHANGED

Shares223,176 from 223,176

Change0 (0%)

Value$7.7M ($0)

Filed 2026-10-22

Avestar Capital, LLC

INCREASED

Shares187,278 from 184,224

Change+3,054 (+2%)

Value$6.3M (-$67.4K)

Filed 2026-10-28

Asset Allocation Strategies LLC

INCREASED

Shares138,302 from 134,451

Change+3,851 (+3%)

Value$4.6M (+$5.0K)

Filed 2026-10-20

MGO One Seven LLC

DECREASED

Shares77,606 from 79,113

Change-1,507 (-2%)

Value$2.6M (-$123.1K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

DECREASED

Shares76,550 from 338,386

Change-261,836 (-77%)

Value$2.6M (-$9.1M)

Filed 2026-10-16

Firethorn Wealth Partners, LLC

INCREASED

Shares69,601 from 30,284

Change+39,317 (+130%)

Value$2.3M (+$1.3M)

Filed 2026-10-14

Signal Advisors Wealth, LLC

INCREASED

Shares28,723 from 20,882

Change+7,841 (+38%)

Value$959.9K (+$242.8K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares24,789 from 15,693

Change+9,096 (+58%)

Value$828.4K (+$289.5K)

Filed 2026-11-02

Liberty Atlantic Advisors LLC

INCREASED

Shares18,494 from 13,352

Change+5,142 (+39%)

Value$618.1K (+$159.6K)

Filed 2026-10-14

Flagship Harbor Advisors, LLC

DECREASED

Shares17,503 from 17,732

Change-229 (-1%)

Value$584.9K (-$24.0K)

Filed 2026-10-26

Sowell Financial Services LLC

DECREASED

Shares16,557 from 16,632

Change-75 (0%)

Value$553.3K (-$17.8K)

Filed 2026-10-23

Simplicity Wealth,LLC

INCREASED

Shares16,220 from 14,502

Change+1,718 (+12%)

Value$542.1K (+$44.1K)

Filed 2026-10-23

WealthPlan Investment Management, LLC

DECREASED

Shares14,053 from 14,612

Change-559 (-4%)

Value$469.7K (-$32.1K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares12,117 from 12,525

Change-408 (-3%)

Value$404.9K (-$25.2K)

Filed 2026-10-08

Meridian Financial Advisors, LLC

UNCHANGED

Shares12,100 from 12,100

Change0 (0%)

Value$404.4K (-$11.1K)

Filed 2026-10-14

Lunt Capital Management, Inc.

UNCHANGED

Shares11,066 from 11,066

Change0 (0%)

Value$369.8K (-$10.2K)

Filed 2026-10-30

VestGen Advisors, LLC

INCREASED

Shares10,782 from 10,541

Change+241 (+2%)

Value$360.3K (-$1.6K)

Filed 2026-10-27

Mascagni Wealth Management, Inc.

INCREASED

Shares9,166 from 9,080

Change+86 (+1%)

Value$306.3K (-$5.5K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares7,080 from 6,779

Change+301 (+4%)

Value$236.6K (+$3.8K)

Filed 2026-10-16

Bank of New York Mellon Corp

NEW

Shares6,652

Change+6,652

Value$222.3K

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares2,798 from 2,798

Change0 (0%)

Value$94.0K (+$93.9K)

Filed 2026-10-27

Private Trust Co NA

INCREASED

Shares2,591 from 1,612

Change+979 (+61%)

Value$86.6K (+$31.2K)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

NEW

Shares2,451

Change+2,451

Value$81.9K

Filed 2026-11-03

Nova Financial LLC

NEW

Shares2,433

Change+2,433

Value$81.3K

Filed 2026-11-04

Milestone Investment Advisors LLC

UNCHANGED

Shares2,072 from 2,072

Change0 (0%)

Value$69.2K (-$1.9K)

Filed 2026-11-05

Creative Financial Designs Inc

DECREASED

Shares924 from 1,696

Change-772 (-46%)

Value$30.9K (-$27.4K)

Filed 2026-11-04

Capital Investment Advisory Services, LLC

UNCHANGED

Shares734 from 734

Change0 (0%)

Value$24.5K (-$676)

Filed 2026-10-30

Cullen T Bankers, Inc.

INCREASED

Shares641 from 634

Change+7 (+1%)

Value$21.4K (-$341)

Filed 2026-10-28

Concord Wealth Partners

UNCHANGED

Shares558 from 558

Change0 (0%)

Value$18.6K (-$514)

Filed 2026-11-02

Align Financial, LLC

UNCHANGED

Shares290 from 290

Change0 (0%)

Value$9.7K (-$267)

Filed 2026-10-16

CoreCap Advisors, LLC

INCREASED

Shares210 from 107

Change+103 (+96%)

Value$7.0K (+$3.3K)

Filed 2026-10-08

Compass Financial Management LLC

UNCHANGED

Shares123 from 123

Change0 (0%)

Value$4.1K (-$113)

Filed 2026-10-30

Rydar Equities, Inc.

NEW

Shares93

Change+93

Value$3.1K

Filed 2026-10-13

Invesco Ltd.

N/A

Shares— from 17,725,557

Change-17,725,557 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 2,123,330

Change-2,123,330 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 883,470

Change-883,470 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 452,002

Change-452,002 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 430,046

Change-430,046 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 187,797

Change-187,797 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 143,465

Change-143,465 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 130,442

Change-130,442 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 104,615

Change-104,615 (-100%)

Value—

PAX Financial Group, LLC

N/A

Shares— from 66,493

Change-66,493 (-100%)

Value—

&partners

N/A

Shares— from 51,607

Change-51,607 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 47,294

Change-47,294 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 34,383

Change-34,383 (-100%)

Value—

Sequent Planning LLC

N/A

Shares— from 32,189

Change-32,189 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 26,845

Change-26,845 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 22,833

Change-22,833 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,555

Change-20,555 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 20,527

Change-20,527 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,061

Change-19,061 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 15,770

Change-15,770 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 12,821

Change-12,821 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 10,359

Change-10,359 (-100%)

Value—

Horizon Family Wealth, Inc.

N/A

Shares— from 9,132

Change-9,132 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 8,804

Change-8,804 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 8,740

Change-8,740 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,255

Change-7,255 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 4,868

Change-4,868 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 4,718

Change-4,718 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,941

Change-3,941 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,927

Change-1,927 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,449

Change-1,449 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,045

Change-1,045 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 929

Change-929 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 527

Change-527 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 527

Change-527 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Stewardship Advisors, LLC	INCREASED	568,323	566,978	+1,345	+0%	$19.5M	$19.0M	-$476.7K	2026-10-20
Ashton Thomas Securities, LLC	INCREASED	520,347	476,142	+44,205	+9%	$16.3M	$17.4M	+$1.0M	2026-10-26
Commonwealth Financial Services, LLC	INCREASED	431,737	136,756	+294,981	+216%	$4.7M	$14.4M	+$9.7M	2026-10-20
Total Clarity Wealth Management, Inc.	DECREASED	238,647	256,328	-17,681	-7%	$8.8M	$8.0M	-$826.8K	2026-10-26
Curry Webb Wealth Management LLC	UNCHANGED	223,176	223,176	0	0%	$7.7M	$7.7M	$0	2026-10-22
Avestar Capital, LLC	INCREASED	187,278	184,224	+3,054	+2%	$6.3M	$6.3M	-$67.4K	2026-10-28
Asset Allocation Strategies LLC	INCREASED	138,302	134,451	+3,851	+3%	$4.6M	$4.6M	+$5.0K	2026-10-20
MGO One Seven LLC	DECREASED	77,606	79,113	-1,507	-2%	$2.7M	$2.6M	-$123.1K	2026-10-28
Concurrent Investment Advisors, LLC	DECREASED	76,550	338,386	-261,836	-77%	$11.6M	$2.6M	-$9.1M	2026-10-16
Firethorn Wealth Partners, LLC	INCREASED	69,601	30,284	+39,317	+130%	$1.0M	$2.3M	+$1.3M	2026-10-14
Signal Advisors Wealth, LLC	INCREASED	28,723	20,882	+7,841	+38%	$717.1K	$959.9K	+$242.8K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	24,789	15,693	+9,096	+58%	$538.9K	$828.4K	+$289.5K	2026-11-02
Liberty Atlantic Advisors LLC	INCREASED	18,494	13,352	+5,142	+39%	$458.5K	$618.1K	+$159.6K	2026-10-14
Flagship Harbor Advisors, LLC	DECREASED	17,503	17,732	-229	-1%	$608.9K	$584.9K	-$24.0K	2026-10-26
Sowell Financial Services LLC	DECREASED	16,557	16,632	-75	0%	$571.2K	$553.3K	-$17.8K	2026-10-23
Simplicity Wealth,LLC	INCREASED	16,220	14,502	+1,718	+12%	$498.0K	$542.1K	+$44.1K	2026-10-23
WealthPlan Investment Management, LLC	DECREASED	14,053	14,612	-559	-4%	$501.8K	$469.7K	-$32.1K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	12,117	12,525	-408	-3%	$430.1K	$404.9K	-$25.2K	2026-10-08
Meridian Financial Advisors, LLC	UNCHANGED	12,100	12,100	0	0%	$415.5K	$404.4K	-$11.1K	2026-10-14
Lunt Capital Management, Inc.	UNCHANGED	11,066	11,066	0	0%	$380.0K	$369.8K	-$10.2K	2026-10-30
VestGen Advisors, LLC	INCREASED	10,782	10,541	+241	+2%	$362.0K	$360.3K	-$1.6K	2026-10-27
Mascagni Wealth Management, Inc.	INCREASED	9,166	9,080	+86	+1%	$311.8K	$306.3K	-$5.5K	2026-10-23
IFP Advisors, Inc	INCREASED	7,080	6,779	+301	+4%	$232.8K	$236.6K	+$3.8K	2026-10-16
Bank of New York Mellon Corp	NEW	6,652	—	+6,652	—	—	$222.3K	—	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	2,798	2,798	0	0%	$96	$94.0K	+$93.9K	2026-10-27
Private Trust Co NA	INCREASED	2,591	1,612	+979	+61%	$55.4K	$86.6K	+$31.2K	2026-10-20
Ashton Thomas Private Wealth, LLC	NEW	2,451	—	+2,451	—	—	$81.9K	—	2026-11-03
Nova Financial LLC	NEW	2,433	—	+2,433	—	—	$81.3K	—	2026-11-04
Milestone Investment Advisors LLC	UNCHANGED	2,072	2,072	0	0%	$71.2K	$69.2K	-$1.9K	2026-11-05
Creative Financial Designs Inc	DECREASED	924	1,696	-772	-46%	$58.3K	$30.9K	-$27.4K	2026-11-04
Capital Investment Advisory Services, LLC	UNCHANGED	734	734	0	0%	$25.2K	$24.5K	-$676	2026-10-30
Cullen T Bankers, Inc.	INCREASED	641	634	+7	+1%	$21.8K	$21.4K	-$341	2026-10-28
Concord Wealth Partners	UNCHANGED	558	558	0	0%	$19.2K	$18.6K	-$514	2026-11-02
Align Financial, LLC	UNCHANGED	290	290	0	0%	$10.0K	$9.7K	-$267	2026-10-16
CoreCap Advisors, LLC	INCREASED	210	107	+103	+96%	$3.7K	$7.0K	+$3.3K	2026-10-08
Compass Financial Management LLC	UNCHANGED	123	123	0	0%	$4.2K	$4.1K	-$113	2026-10-30
Rydar Equities, Inc.	NEW	93	—	+93	—	—	$3.1K	—	2026-10-13
Invesco Ltd.	N/A	—	17,725,557	-17,725,557	-100%	$608.7M	—	—	—
CI Investments Inc.	N/A	—	2,123,330	-2,123,330	-100%	$72.9M	—	—	—
LPL Financial LLC	N/A	—	883,470	-883,470	-100%	$30.3M	—	—	—
Private Advisor Group, LLC	N/A	—	452,002	-452,002	-100%	$15.5M	—	—	—
Geneos Wealth Management Inc.	N/A	—	430,046	-430,046	-100%	$14.8M	—	—	—
Morgan Stanley	N/A	—	187,797	-187,797	-100%	$6.4M	—	—	—
Jane Street Group, LLC	N/A	—	143,465	-143,465	-100%	$4.9M	—	—	—
CIBC World Market Inc.	N/A	—	130,442	-130,442	-100%	$4.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	104,615	-104,615	-100%	$3.6M	—	—	—
PAX Financial Group, LLC	N/A	—	66,493	-66,493	-100%	$2.3M	—	—	—
&partners	N/A	—	51,607	-51,607	-100%	$1.8M	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	47,294	-47,294	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	34,383	-34,383	-100%	$1.2M	—	—	—
Sequent Planning LLC	N/A	—	32,189	-32,189	-100%	$1.1M	—	—	—
Flow Traders U.S. LLC	N/A	—	26,845	-26,845	-100%	$922.0K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	22,833	-22,833	-100%	$784.1K	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,555	-20,555	-100%	$705.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	20,527	-20,527	-100%	$703.3K	—	—	—
Raymond James Financial Inc	N/A	—	19,061	-19,061	-100%	$654.6K	—	—	—
Alteri Wealth LLC	N/A	—	15,770	-15,770	-100%	$541.5K	—	—	—
MML Investors Services, LLC	N/A	—	12,821	-12,821	-100%	$440.3K	—	—	—
Empirical Asset Management, LLC	N/A	—	10,359	-10,359	-100%	$355.7K	—	—	—
Horizon Family Wealth, Inc.	N/A	—	9,132	-9,132	-100%	$313.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	8,804	-8,804	-100%	$302.3K	—	—	—
IFG Advisory, LLC	N/A	—	8,740	-8,740	-100%	$300.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,255	-7,255	-100%	$249.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	4,868	-4,868	-100%	$167.2K	—	—	—
EP Wealth Advisors, LLC	N/A	—	4,718	-4,718	-100%	$162.0K	—	—	—
JPMorgan Chase & Co	N/A	—	3,941	-3,941	-100%	$135.1K	—	—	—
Wells Fargo & Company	N/A	—	1,927	-1,927	-100%	$66.2K	—	—	—
Harbour Investments, Inc.	N/A	—	1,449	-1,449	-100%	$49.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,045	-1,045	-100%	$35.9K	—	—	—
SouthState Bank Corp	N/A	—	929	-929	-100%	$31.9K	—	—	—
BFC Planning, Inc.	N/A	—	527	-527	-100%	$18.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	527	-527	-100%	$18.1K	—	—	—
Bank of Montreal	N/A	—	2	-2	-100%	$69	—	—	—

Showing 73 of 73 institutions