Ticker: IFLN CUSIP: 46138E719 Class: FNDMNTL HY CRP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Hyundai Investments Co., Ltd. | 24,319 | $453 |
| Capital Planning LLC | 11,916 | $222 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,377 | $193 |
| HUNTINGTON NATIONAL BANK | 110,639 | $2,058 |
| Kestra Advisory Services, LLC | 4,702 | $87 |
| UBS ASSET MANAGEMENT AMERICAS INC | 5,325 | $99 |
| SRS Capital Advisors, Inc. | 1,595 | $30 |
| Elevated Capital Advisors, LLC | 430 | $8 |
| SageView Advisory Group, LLC | 832 | $15 |
| NATIONAL BANK OF CANADA /FI/ | 1,000 | $19 |
| UMB Bank, n.a. | 846 | $16 |
| FRANKLIN RESOURCES INC | 580 | $11 |
| Triumph Capital Management | 159 | $3 |
| Rockefeller Capital Management L.P. | 200 | $4 |
| Sound Income Strategies, LLC | 162 | $3 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 39 | $1 |
| Smartleaf Asset Management LLC | 24 | $0 |
| HM PAYSON & CO | 8 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Asset Allocation Strategies LLC | 202,625 | 296,950 | +94,325 (+46.6%) |
| ISLAY CAPITAL MANAGEMENT, LLC | 169,137 | 176,513 | +7,376 (+4.4%) |
| Seros Financial, LLC | 69,436 | 82,561 | +13,125 (+18.9%) |
| Colorado Capital Management, Inc. | 214,418 | 220,747 | +6,329 (+3.0%) |
| Advisors Preferred, LLC | 114,409 | 135,190 | +20,781 (+18.2%) |
| MBL Wealth, LLC | 357,336 | 380,269 | +22,933 (+6.4%) |
| Revolve Wealth Partners, LLC | 319,158 | 331,072 | +11,914 (+3.7%) |
| Prairiewood Capital, LLC | 76,097 | 82,717 | +6,620 (+8.7%) |
| Invesco Ltd. | 635,467 | 2,467,545 | +1,832,078 (+288.3%) |
| EVERGREEN CAPITAL MANAGEMENT LLC | 649,542 | 668,581 | +19,039 (+2.9%) |
| Csenge Advisory Group | 44,698 | 51,945 | +7,247 (+16.2%) |
| WELLS FARGO & COMPANY/MN | 1,565,284 | 1,637,618 | +72,334 (+4.6%) |
| SCOTIA CAPITAL INC. | 113,207 | 135,494 | +22,287 (+19.7%) |
| LPL Financial LLC | 940,570 | 991,421 | +50,851 (+5.4%) |
| Great Waters Wealth Management | 47,030 | 48,629 | +1,599 (+3.4%) |
| VALLEY WEALTH MANAGERS, INC. | 39,700 | 42,005 | +2,305 (+5.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 319,476 | 342,380 | +22,904 (+7.2%) |
| RAYMOND JAMES FINANCIAL INC | 69,020 | 86,710 | +17,690 (+25.6%) |
| MORGAN STANLEY | 390,726 | 403,572 | +12,846 (+3.3%) |
| TRUIST FINANCIAL CORP | 280,820 | 290,372 | +9,552 (+3.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Alliance Wealth Management Group | 233,263 | 20,810 | -212,453 (-91.1%) |
| Towercrest Capital Management | 233,263 | 20,810 | -212,453 (-91.1%) |
| Omega Financial Group, LLC | 110,498 | 108,571 | -1,927 (-1.7%) |
| Tower Research Capital LLC (TRC) | 65,638 | 15,022 | -50,616 (-77.1%) |
| Wagner Wealth Management, LLC | 38,011 | 36,582 | -1,429 (-3.8%) |
| Friedenthal Financial | 9,821 | 9,031 | -790 (-8.0%) |
| Ausdal Financial Partners, Inc. | 20,595 | 15,027 | -5,568 (-27.0%) |
| JANE STREET GROUP, LLC | 120,912 | 64,970 | -55,942 (-46.3%) |
| BENJAMIN EDWARDS INC | 122,154 | 112,193 | -9,961 (-8.2%) |
| TCFG WEALTH MANAGEMENT, LLC | 12,443 | 11,813 | -630 (-5.1%) |
| TD PRIVATE CLIENT WEALTH LLC | 26,015 | 21,226 | -4,789 (-18.4%) |
| JPMORGAN CHASE & CO | 18,343 | 6,408 | -11,935 (-65.1%) |
| HighTower Advisors, LLC | 53,980 | 45,160 | -8,820 (-16.3%) |
| OSAIC HOLDINGS, INC. | 59,559 | 53,386 | -6,173 (-10.4%) |
| UBS Group AG | 44,500 | 40,823 | -3,677 (-8.3%) |
| Prime Capital Investment Advisors, LLC | 44,977 | 42,906 | -2,071 (-4.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,326 | 32,870 | -5,456 (-14.2%) |
| Kingsview Wealth Management, LLC | 13,275 | 11,614 | -1,661 (-12.5%) |
| Baird Financial Group, Inc. | 89,440 | 87,529 | -1,911 (-2.1%) |
| Banque Cantonale Vaudoise | 11,480 | 10,960 | -520 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Code Waechter LLC | 12,297 | $228 |
| Mosley Wealth Management | 10,155 | $185 |
| Consolidated Portfolio Review Corp | 14,216 | $264 |
| FAS Wealth Partners, Inc. | 3,937 | $73 |
| Ameritas Advisory Services, LLC | 3,990 | $74 |
| PRINCIPAL SECURITIES, INC. | 571 | $11 |
| Root Financial Partners, LLC | 173 | $3 |
| Aptus Capital Advisors, LLC | 47 | $1 |
| TORONTO DOMINION BANK | 46 | $1 |
| SIMPLEX TRADING, LLC | 1,580 | $0 |
| Transamerica Financial Advisors, Inc. | 1 | $0 |