Invvlu Mu Incm (IIM) Institutional Ownership

$12.72 -0.01 (-0.04%)

Closing price 06/26/2026 03:58 PM Eastern

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$12.72 +0.01 (+0.04%)

As of 06/26/2026 04:10 PM Eastern

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Current Institutional Ownership Percentage: 20.73%
Number of Institutional Buyers (last 12 months): 51
Total Institutional Inflows (last 12 months): $20.32M

Number of Institutional Sellers (last 12 months): 28
Total Institutional Outflows (last 12 months): $18.17M

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IIM Institutional Buying and Selling by Quarter

Invvlu Mu Incm Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	108,688	$1.32M	0.0%	-11.4%	0.231%
5/19/2026	NewEdge Advisors LLC	108,688	$1.32M	0.0%	-11.4%	0.231%
5/19/2026	Bank of America Corp DE	1,214,485	$14.77M	0.0%	-28.1%	2.580%
5/19/2026	Arkadios Wealth Advisors	234,328	$2.85M	0.0%	N/A	0.498%
5/16/2026	Quantinno Capital Management LP	12,359	$150K	0.0%	N/A	0.026%
5/13/2026	Cetera Investment Advisers	170,394	$2.07M	0.0%	+8.3%	0.362%
5/7/2026	Hollencrest Capital Management	18,180	$221K	0.0%	+12.5%	0.039%
5/4/2026	Retirement Planning Group LLC	45,552	$554K	0.0%	N/A	0.097%
4/30/2026	Whipplewood Advisors LLC	81,888	$996K	0.5%	-1.3%	0.174%
4/30/2026	Kestra Advisory Services LLC	21,553	$262K	0.0%	+223.1%	0.046%
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4/24/2026	Wagner Wealth Management LLC	256,097	$3.11M	0.6%	+9.8%	0.544%
3/17/2026	Rockefeller Capital Management L.P.	91,154	$1.12M	0.0%	-4.0%	0.194%
2/23/2026	Virtu Financial LLC	13,751	$169K	0.0%	N/A	0.029%
2/18/2026	NewEdge Advisors LLC	122,661	$1.51M	0.0%	+21.4%	0.261%
2/18/2026	Garton & Associates Financial Advisors LLC	3,363	$41K	0.0%	N/A	0.007%
2/17/2026	Guggenheim Capital LLC	1,119,319	$13.79M	0.1%	+23.0%	2.378%
2/17/2026	Cetera Investment Advisers	157,366	$1.94M	0.0%	+0.8%	0.334%
2/17/2026	Osaic Holdings Inc.	96,256	$1.19M	0.0%	+11.2%	0.204%
2/17/2026	&PARTNERS	43,356	$534K	0.0%	N/A	0.092%
2/17/2026	Royal Bank of Canada	65,322	$804K	0.0%	+9.1%	0.139%
2/16/2026	Zinnia Wealth Advisory LLC	14,015	$173K	0.2%	N/A	0.030%
2/13/2026	Kestra Advisory Services LLC	6,671	$82K	0.0%	-78.3%	0.014%
2/13/2026	Stifel Financial Corp	108,117	$1.33M	0.0%	+8.7%	0.230%
2/13/2026	Van ECK Associates Corp	240,665	$2.97M	0.0%	+2.0%	0.511%
2/13/2026	Wells Fargo & Company MN	570,871	$7.03M	0.0%	-3.3%	1.213%
2/12/2026	Advisors Asset Management Inc.	130,650	$1.61M	0.0%	-31.4%	0.278%
2/12/2026	Hollencrest Capital Management	16,167	$199K	0.0%	+33.3%	0.034%
2/12/2026	Jane Street Group LLC	30,125	$371K	0.0%	N/A	0.064%
2/12/2026	HRT Financial LP	53,266	$656K	0.0%	N/A	0.113%
2/12/2026	Commonwealth Equity Services LLC	153,548	$1.89M	0.0%	+6.4%	0.326%
2/12/2026	CIBC Private Wealth Group LLC	24,324	$300K	0.0%	+264.0%	0.052%
2/11/2026	LPL Financial LLC	241,967	$2.98M	0.0%	-17.9%	0.514%
2/11/2026	Closed End Fund Advisors Inc.	22,641	$279K	0.2%	N/A	0.048%
2/10/2026	Goldman Sachs Group Inc.	24,713	$304K	0.0%	+4.7%	0.053%
2/10/2026	Savant Capital LLC	23,317	$287K	0.0%	+103.3%	0.050%
2/6/2026	PNC Financial Services Group Inc.	4,188	$52K	0.0%	-65.2%	0.009%
2/5/2026	Cornerstone Wealth Management LLC	17,906	$221K	0.0%	+11.0%	0.038%
1/30/2026	Wagner Wealth Management LLC	233,176	$2.87M	0.6%	+79.5%	0.495%
1/30/2026	Citizens National Bank Trust Department	12,100	$149K	0.0%	-9.0%	0.026%
1/29/2026	D.A. Davidson & CO.	72,538	$894K	0.0%	+4.3%	0.154%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad) Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now. See which companies control the supply chain behind this emerging tech
1/29/2026	UBS Group AG	588,281	$7.25M	0.0%	+0.8%	1.250%
1/27/2026	Legacy Advisors LLC	12,080	$149K	0.0%	N/A	0.026%
1/14/2026	Hennion & Walsh Asset Management Inc.	634,555	$7.82M	0.3%	-23.3%	1.348%
1/13/2026	Capital Investment Advisors LLC	51,464	$634K	0.0%	-11.6%	0.109%
1/8/2026	Gridiron Partners LLC	28,741	$354K	0.2%	-80.9%	0.061%
1/7/2026	Aventura Private Wealth LLC	3,500	$43K	0.0%	N/A	0.007%
1/6/2026	Avior Wealth Management LLC	12,600	$155K	0.0%	N/A	0.027%
12/2/2025	Allworth Financial LP	2,857	$36K	0.0%	-46.3%	0.006%
11/24/2025	CIBC Private Wealth Group LLC	6,682	$84K	0.0%	-59.5%	0.014%
11/17/2025	NewEdge Advisors LLC	101,027	$1.27M	0.0%	+56.4%	0.215%
11/17/2025	Bank of America Corp DE	1,599,064	$20.07M	0.0%	-8.9%	3.397%
11/17/2025	Ameriprise Financial Inc.	55,558	$697K	0.0%	+8.4%	0.118%
11/14/2025	Raymond James Financial Inc.	213,987	$2.69M	0.0%	+8.9%	0.455%
11/13/2025	Family Management Corp	17,526	$220K	0.0%	-16.7%	0.037%
11/13/2025	UBS Group AG	583,629	$7.33M	0.0%	-3.6%	1.240%
11/13/2025	Van ECK Associates Corp	235,910	$2.96M	0.0%	+2.4%	0.501%
11/13/2025	Private Advisor Group LLC	48,469	$608K	0.0%	-2.5%	0.103%
11/7/2025	Maridea Wealth Management LLC	12,160	$153K	0.0%	N/A	0.026%
11/7/2025	PNC Financial Services Group Inc.	12,038	$151K	0.0%	-45.5%	0.026%
11/7/2025	Uniting Wealth Partners LLC	13,686	$172K	0.0%	+20.5%	0.029%
11/6/2025	Wedbush Securities Inc.	10,031	$126K	0.0%	N/A	0.021%
11/6/2025	Advisors Asset Management Inc.	190,547	$2.39M	0.0%	-29.6%	0.405%
11/6/2025	Oppenheimer & Co. Inc.	10,083	$127K	0.0%	-20.8%	0.021%
11/6/2025	LexAurum Advisors LLC	54,122	$679K	0.1%	-42.3%	0.115%
11/5/2025	Smartleaf Asset Management LLC	4,333	$54K	0.0%	N/A	0.009%
11/5/2025	Fortitude Advisory Group L.L.C.	26,600	$334K	0.2%	+8.8%	0.057%
11/5/2025	Savant Capital LLC	11,469	$144K	0.0%	N/A	0.024%
11/4/2025	Cornerstone Wealth Management LLC	16,137	$203K	0.0%	+16.2%	0.034%
11/3/2025	Hollencrest Capital Management	12,130	$152K	0.0%	-23.4%	0.026%
10/28/2025	Kennedy Investment Group	111,076	$1.39M	0.6%	-17.8%	0.236%
10/27/2025	Plan Group Financial LLC	12,865	$161K	0.0%	N/A	0.027%
10/27/2025	Concurrent Investment Advisors LLC	14,931	$187K	0.0%	-11.9%	0.032%
10/22/2025	Hennion & Walsh Asset Management Inc.	827,675	$10.39M	0.4%	+13.5%	1.758%
10/22/2025	D.A. Davidson & CO.	69,538	$873K	0.0%	+577.9%	0.148%
10/21/2025	Wagner Wealth Management LLC	129,938	$1.63M	0.4%	+82.0%	0.276%
10/20/2025	Davis Investment Partners LLC	41,436	$528K	0.2%	+2.0%	0.088%
10/20/2025	Wealth Quarterback LLC	54,348	$682K	0.3%	-1.5%	0.115%
10/14/2025	Gridiron Partners LLC	150,650	$1.89M	0.1%	+424.2%	0.320%
9/4/2025	Osaic Holdings Inc.	86,366	$1.01M	0.0%	+11.2%	0.183%
8/15/2025	Bank of America Corp DE	1,754,424	$20.42M	0.0%	-0.9%	3.727%
8/15/2025	Ameriprise Financial Inc.	51,266	$597K	0.0%	+29.0%	0.109%
8/14/2025	Jane Street Group LLC	23,153	$270K	0.0%	N/A	0.049%
8/14/2025	Raymond James Financial Inc.	196,548	$2.29M	0.0%	-3.8%	0.418%
8/14/2025	NewEdge Advisors LLC	64,589	$752K	0.0%	+11.9%	0.137%
8/13/2025	Guggenheim Capital LLC	787,652	$9.17M	0.1%	+0.1%	1.673%
8/13/2025	Beacon Pointe Advisors LLC	14,101	$164K	0.0%	-46.0%	0.030%
8/13/2025	Northwestern Mutual Wealth Management Co.	6,995	$81K	0.0%	-56.0%	0.015%
8/12/2025	Advisors Asset Management Inc.	270,722	$3.15M	0.1%	-14.7%	0.575%
8/12/2025	XTX Topco Ltd	11,536	$134K	0.0%	N/A	0.025%
8/8/2025	Rockefeller Capital Management L.P.	95,675	$1.11M	0.0%	-10.6%	0.203%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad) Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now. See which companies control the supply chain behind this emerging tech
8/8/2025	Cetera Investment Advisers	158,360	$1.84M	0.0%	+8.3%	0.336%
8/8/2025	PNC Financial Services Group Inc.	22,105	$257K	0.0%	-9.2%	0.047%
8/7/2025	Allworth Financial LP	5,323	$62K	0.0%	+132.6%	0.011%
8/6/2025	Atlantic Union Bankshares Corp	4,332	$50K	0.0%	N/A	0.009%
8/1/2025	Ashton Thomas Private Wealth LLC	19,321	$225K	0.0%	N/A	0.041%
7/31/2025	Whipplewood Advisors LLC	76,462	$890K	0.5%	+33,000.4%	0.162%
7/31/2025	Curio Wealth LLC	2,302	$27K	0.0%	+115,000.0%	0.005%
7/25/2025	Concurrent Investment Advisors LLC	16,945	$197K	0.0%	+35.5%	0.036%
7/23/2025	Citizens National Bank Trust Department	13,300	$155K	0.0%	-13.1%	0.028%
7/21/2025	River Street Advisors LLC	12,514	$146K	0.1%	N/A	0.027%

IIM Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 institutional investors and hedge funds held shares of Invvlu Mu Incm. The most heavily invested institutionals were Bank of America Corp DE ($14.77M), Guggenheim Capital LLC ($13.79M), Rivernorth Capital Management LLC ($9.71M), Hennion & Walsh Asset Management Inc. ($7.82M), 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 88 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: Raymond James Financial Inc. ($406.00K), Hennion & Walsh Asset Management Inc. ($268.88K), Arkadios Wealth Advisors ($234.33K), Wagner Wealth Management LLC ($227.41K), Guggenheim Capital LLC ($209.99K), Whipplewood Advisors LLC ($151.85K), and LPL Financial LLC ($125.37K).

Institutional investors have bought a total of 1,655,550 shares in the last 24 months. This purchase volume represents approximately $20.32M in transactions.

Of the 28 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 ($644.23K), Hennion & Walsh Asset Management Inc. ($193.12K), Advisors Asset Management Inc. ($186.61K), Gridiron Partners LLC ($121.91K), LPL Financial LLC ($52.70K), LexAurum Advisors LLC ($39.74K), and Kennedy Investment Group ($37.35K).

Institutional investors have sold a total of 1,481,112 shares in the last 24 months. This volume of shares sold represents approximately $18.17M in transactions.

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This page (NYSE:IIM) was last updated on 6/29/2026 by MarketBeat.com Staff.

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Invvlu Mu Incm (IIM) Institutional Ownership

IIM Institutional Buying and Selling by Quarter

Invvlu Mu Incm Major Shareholders & Ownership History

IIM Institutional Ownership - Frequently Asked Questions

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Invvlu Mu Incm (IIM) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Invvlu Mu Incm (NYSE:IIM)

IIM Institutional Buying and Selling by Quarter

Invvlu Mu Incm Major Shareholders & Ownership History

IIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIM shares?

What percentage of Invvlu Mu Incm's stock is owned by institutional investors?

Which institutional investors have been buying Invvlu Mu Incm's stock?

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