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Invvlu Mu Incm (IIM) Institutional Ownership

Invvlu Mu Incm logo
$12.73 +0.10 (+0.79%)
As of 08/28/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invvlu Mu Incm (NYSE:IIM)

Current
Institutional Ownership
Percentage
20.73%
Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$41.93M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.65M
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IIM Institutional Buying and Selling by Quarter

Invvlu Mu Incm Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Fortitude Advisory Group L.L.C.28,520$363K0.1%+7.2%0.061%
8/22/2026 Concurrent Investment Advisors LLC30,431$387K0.0%+24.6%0.065%
8/20/2026 Susquehanna International Group LLP11,457$146K0.0%N/A0.024%
8/20/2026 Northwestern Mutual Wealth Management Co.18,044$230K0.0%+136.3%0.038%
8/19/2026 Van ECK Associates Corp269,300$3.43M0.0%+2.8%0.572%
8/18/2026 Beacon Pointe Advisors LLC12,686$161K0.0%N/A0.027%
8/18/2026 Equitable Holdings Inc.13,128$149K0.0%N/A0.028%
8/17/2026 Perennial Investment Advisors LLC11,202$112K0.0%N/A0.024%
8/17/2026 Bank of America Corp DE83,806$949K0.0%N/A0.178%
8/17/2026 Bank of America Corp DE497,299$4.99M0.0%N/A1.056%
8/17/2026 Bank of America Corp DE712,866$9.08M0.0%N/A1.514%
8/14/2026 Aberdeen Wealth Management LLC4,558$46K0.0%N/A0.010%
8/13/2026 Sanctuary Advisors LLC12,006$121K0.0%N/A0.025%
8/12/2026 Northwestern Mutual Wealth Management Co.18,044$230K0.0%N/A0.038%
8/11/2026 Allworth Financial LP2,685$34K0.0%N/A0.006%
8/7/2026 Uniting Wealth Partners LLC13,926$177K0.0%N/A0.030%
8/6/2026 Maridea Wealth Management LLC12,160$155K0.0%N/A0.026%
7/9/2026 Hennion & Walsh Asset Management Inc.1,162,995$14.81M0.4%+63.2%2.469%
6/3/2026 NewEdge Advisors LLC108,688$1.32M0.0%-11.4%0.231%
5/19/2026 NewEdge Advisors LLC108,688$1.32M0.0%-11.4%0.231%
5/19/2026 Bank of America Corp DE1,214,485$14.77M0.0%-28.1%2.580%
5/19/2026 Arkadios Wealth Advisors234,328$2.85M0.0%N/A0.498%
5/16/2026 Quantinno Capital Management LP12,359$150K0.0%N/A0.026%
5/13/2026 Cetera Investment Advisers170,394$2.07M0.0%+8.3%0.362%
5/7/2026 Hollencrest Capital Management18,180$221K0.0%+12.5%0.039%
5/4/2026 Retirement Planning Group LLC45,552$554K0.0%N/A0.097%
4/30/2026 Whipplewood Advisors LLC81,888$996K0.5%-1.3%0.174%
4/30/2026 Kestra Advisory Services LLC21,553$262K0.0%+223.1%0.046%
4/24/2026 Wagner Wealth Management LLC256,097$3.11M0.6%+9.8%0.544%
3/17/2026 Rockefeller Capital Management L.P.91,154$1.12M0.0%-4.0%0.194%
2/23/2026 Virtu Financial LLC13,751$169K0.0%N/A0.029%
2/18/2026 NewEdge Advisors LLC122,661$1.51M0.0%+21.4%0.261%
2/18/2026 Garton & Associates Financial Advisors LLC3,363$41K0.0%N/A0.007%
2/17/2026 Guggenheim Capital LLC1,119,319$13.79M0.1%+23.0%2.378%
2/17/2026 Cetera Investment Advisers157,366$1.94M0.0%+0.8%0.334%
2/17/2026 Osaic Holdings Inc.96,256$1.19M0.0%+11.2%0.204%
2/17/2026 &PARTNERS43,356$534K0.0%N/A0.092%
2/17/2026 Royal Bank of Canada65,322$804K0.0%+9.1%0.139%
2/16/2026 Zinnia Wealth Advisory LLC14,015$173K0.2%N/A0.030%
2/13/2026 Kestra Advisory Services LLC6,671$82K0.0%-78.3%0.014%
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2/13/2026 Stifel Financial Corp108,117$1.33M0.0%+8.7%0.230%
2/13/2026 Van ECK Associates Corp240,665$2.97M0.0%+2.0%0.511%
2/13/2026 Wells Fargo & Company MN570,871$7.03M0.0%-3.3%1.213%
2/12/2026 Advisors Asset Management Inc.130,650$1.61M0.0%-31.4%0.278%
2/12/2026 Hollencrest Capital Management16,167$199K0.0%+33.3%0.034%
2/12/2026 Jane Street Group LLC30,125$371K0.0%N/A0.064%
2/12/2026 HRT Financial LP53,266$656K0.0%N/A0.113%
2/12/2026 Commonwealth Equity Services LLC153,548$1.89M0.0%+6.4%0.326%
2/12/2026CIBC Private Wealth Group LLC24,324$300K0.0%+264.0%0.052%
2/11/2026 LPL Financial LLC241,967$2.98M0.0%-17.9%0.514%
2/11/2026 Closed End Fund Advisors Inc.22,641$279K0.2%N/A0.048%
2/10/2026 Goldman Sachs Group Inc.24,713$304K0.0%+4.7%0.053%
2/10/2026 Savant Capital LLC23,317$287K0.0%+103.3%0.050%
2/6/2026 PNC Financial Services Group Inc.4,188$52K0.0%-65.2%0.009%
2/5/2026 Cornerstone Wealth Management LLC17,906$221K0.0%+11.0%0.038%
1/30/2026 Wagner Wealth Management LLC233,176$2.87M0.6%+79.5%0.495%
1/30/2026 Citizens National Bank Trust Department12,100$149K0.0%-9.0%0.026%
1/29/2026 D.A. Davidson & CO.72,538$894K0.0%+4.3%0.154%
1/29/2026 UBS Group AG588,281$7.25M0.0%+0.8%1.250%
1/27/2026 Legacy Advisors LLC12,080$149K0.0%N/A0.026%
1/14/2026 Hennion & Walsh Asset Management Inc.634,555$7.82M0.3%-23.3%1.348%
1/13/2026 Capital Investment Advisors LLC51,464$634K0.0%-11.6%0.109%
1/8/2026 Gridiron Partners LLC28,741$354K0.2%-80.9%0.061%
1/7/2026 Aventura Private Wealth LLC3,500$43K0.0%N/A0.007%
1/6/2026 Avior Wealth Management LLC12,600$155K0.0%N/A0.027%
12/2/2025 Allworth Financial LP2,857$36K0.0%-46.3%0.006%
11/24/2025CIBC Private Wealth Group LLC6,682$84K0.0%-59.5%0.014%
11/17/2025 NewEdge Advisors LLC101,027$1.27M0.0%+56.4%0.215%
11/17/2025 Bank of America Corp DE1,599,064$20.07M0.0%-8.9%3.397%
11/17/2025 Ameriprise Financial Inc.55,558$697K0.0%+8.4%0.118%
11/14/2025 Raymond James Financial Inc.213,987$2.69M0.0%+8.9%0.455%
11/13/2025 Family Management Corp17,526$220K0.0%-16.7%0.037%
11/13/2025 UBS Group AG583,629$7.33M0.0%-3.6%1.240%
11/13/2025 Van ECK Associates Corp235,910$2.96M0.0%+2.4%0.501%
11/13/2025 Private Advisor Group LLC48,469$608K0.0%-2.5%0.103%
11/7/2025 Maridea Wealth Management LLC12,160$153K0.0%N/A0.026%
11/7/2025 PNC Financial Services Group Inc.12,038$151K0.0%-45.5%0.026%
11/7/2025 Uniting Wealth Partners LLC13,686$172K0.0%+20.5%0.029%
11/6/2025 Wedbush Securities Inc.10,031$126K0.0%N/A0.021%
11/6/2025 Advisors Asset Management Inc.190,547$2.39M0.0%-29.6%0.405%
11/6/2025 Oppenheimer & Co. Inc.10,083$127K0.0%-20.8%0.021%
11/6/2025 LexAurum Advisors LLC54,122$679K0.1%-42.3%0.115%
11/5/2025 Smartleaf Asset Management LLC4,333$54K0.0%N/A0.009%
11/5/2025 Fortitude Advisory Group L.L.C.26,600$334K0.2%+8.8%0.057%
11/5/2025 Savant Capital LLC11,469$144K0.0%N/A0.024%
11/4/2025 Cornerstone Wealth Management LLC16,137$203K0.0%+16.2%0.034%
11/3/2025 Hollencrest Capital Management12,130$152K0.0%-23.4%0.026%
10/28/2025 Kennedy Investment Group111,076$1.39M0.6%-17.8%0.236%
10/27/2025 Plan Group Financial LLC12,865$161K0.0%N/A0.027%
10/27/2025 Concurrent Investment Advisors LLC14,931$187K0.0%-11.9%0.032%
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10/22/2025 Hennion & Walsh Asset Management Inc.827,675$10.39M0.4%+13.5%1.758%
10/22/2025 D.A. Davidson & CO.69,538$873K0.0%+577.9%0.148%
10/21/2025 Wagner Wealth Management LLC129,938$1.63M0.4%+82.0%0.276%
10/20/2025 Davis Investment Partners LLC41,436$528K0.2%+2.0%0.088%
10/20/2025 Wealth Quarterback LLC54,348$682K0.3%-1.5%0.115%
10/14/2025 Gridiron Partners LLC150,650$1.89M0.1%+424.2%0.320%
9/4/2025 Osaic Holdings Inc.86,366$1.01M0.0%+11.2%0.183%
8/15/2025 Bank of America Corp DE1,754,424$20.42M0.0%-0.9%3.727%
8/15/2025 Ameriprise Financial Inc.51,266$597K0.0%+29.0%0.109%
8/14/2025 Jane Street Group LLC23,153$270K0.0%N/A0.049%


IIM Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Invvlu Mu Incm. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($14.81M), Guggenheim Capital LLC ($13.79M), Rivernorth Capital Management LLC ($9.71M), Bank of America Corp DE ($9.08M), Robinson Capital Management LLC ($7.64M), UBS Group AG ($7.25M), and Wells Fargo & Company MN ($7.03M).Learn more on Invvlu Mu Incm's institutional investors.

20.73% of Invvlu Mu Incm's stock is owned by institutional investors. Learn more on IIM's institutional investor holdings.

Of the 89 institutional investors that purchased Invvlu Mu Incm's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($1.38M), Hennion & Walsh Asset Management Inc. ($549.21K), Raymond James Financial Inc. ($406.00K), Arkadios Wealth Advisors ($234.33K), Wagner Wealth Management LLC ($227.41K), Guggenheim Capital LLC ($209.99K), and Whipplewood Advisors LLC ($151.85K).

Institutional investors have bought a total of 3,321,946 shares in the last 24 months. This purchase volume represents approximately $41.93M in transactions.

Of the 24 institutional investors that sold Invvlu Mu Incm's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($628.97K), Hennion & Walsh Asset Management Inc. ($193.12K), Advisors Asset Management Inc. ($140.07K), Gridiron Partners LLC ($121.91K), LPL Financial LLC ($52.70K), LexAurum Advisors LLC ($39.74K), and NewEdge Advisors LLC ($27.95K).

Institutional investors have sold a total of 1,350,440 shares in the last 24 months. This volume of shares sold represents approximately $16.65M in transactions.


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Institutional ownership data for NYSE:IIM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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