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Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

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RAFI STRATGIC US (fund)

104 managers (104 13F filers) reported a position in IUS shares at 2026-06-30, 8,930,915 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
104
13F filers
104
New
8
Added
42
Reduced
31
Sold out
7
Shares held by filers
8,930,915

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,784,665$117M0.03%+277,26713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC859,466$56.4M0.01%-40,12513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…695,790$45.6M0.07%+20,34913F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management590,590$38.7M4.97%new13F-HRTimelineGroup
Intelligence Driven Advisers, LLC559,703$36.7M5.96%+9,67213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.446,010$29.3M0.03%-2,15913F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC247,525$16.6M2.05%+44,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,557$16.5M<0.01%+11,39113F-HRTimelineGroup
Merit Financial Group, LLC246,487$16.2M0.1%+1,64413F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC242,705$15.9M0.05%-27,57813F-HRTimelineGroup
Berkeley, Inc233,733$15.3M4.81%+17,35113F-HRTimeline
HighPoint Advisor Group LLC225,295$14.8M0.52%-43,64813F-HRTimeline
Beacon Pointe Advisors, LLC221,390$14.5M0.07%+14,74213F-HRTimeline
MML INVESTORS SERVICES, LLC187,449$12.3M0.03%-9,27513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…174,426$11.4M0.01%+133,80513F-HRTimelineGroup
Lighthouse Wealth Management Inc.171,964$11.3M7%-2,60913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,761$9.03M0.01%+53,43513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC124,932$8.19M3.2%-2,89213F-HRTimeline
PFG Advisors124,271$8.15M0.41%+10,85413F-HRTimeline
Geneos Wealth Management Inc.103,084$6.76M0.14%+7713F-HRTimeline
Cambridge Investment Research Advisors,…96,203$6.31M0.01%-3,45913F-HR/ATimeline
Tandem Financial, LLC93,281$6.12M1.97%+4,65813F-HRTimeline
Professional Financial Advisors, LLC75,825$4.97M0.86%+1,26813F-HRTimeline
World Investment Advisors69,973$4.05M0.07%013F-HRTimeline
Synergy Investment Management, LLC59,091$3.88M0.94%+213F-HRTimeline
Cetera Investment Advisers57,670$3.78M<0.01%+3,62613F-HRTimeline
Nova Wealth Management, Inc.56,618$3.71M2.05%+3,37813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,115$3.29M<0.01%-16,86913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/48,940$3.21M<0.01%+6,45913F-HRTimelineGroup
Integrated Wealth Concepts LLC39,986$2.62M0.01%+28,93413F-HRTimeline
Eagle Strategies LLC36,301$2.38M0.24%+3,04313F-HRTimeline
Sovereign Financial Group, Inc.33,282$2.18M0.33%-74613F-HRTimeline
Vantus Wealth LLC29,059$1.91M1.02%13F-HRTimeline
Advyzon Investment Management, LLC29,030$1.9M0.14%+89413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,743$1.82M0.09%new13F-HRTimelineGroup
CoreCap Advisors, LLC27,009$1.77M0.05%-1,13613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC26,991$1.77M0.41%-9713F-HRTimeline
Larson Financial Group LLC25,667$1.68M0.04%+1,41113F-HRTimeline
Breakwater Capital Group25,072$1.64M0.2%-40613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,536$1.51M<0.01%+11513F-HRTimeline
Foguth Wealth Management, LLC.19,675$1.31M0.15%-12,75413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC19,791$1.3M0.31%-86113F-HRTimeline
Centerpoint Advisory Group18,683$1.23M0.78%-29213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,401$1.01M<0.01%+2,34113F-HRTimelineGroup
Advisory Alpha, LLC15,366$1.01M0.02%+10,90413F-HRTimeline
Tempus Wealth Planning, LLC14,530$953K0.19%new13F-HRTimeline
RVW Wealth, LLC14,024$920K0.06%+52713F-HRTimeline
Onyx Bridge Wealth Group LLC12,596$826K0.07%+7,44313F-HRTimeline
Steward Partners Investment Advisory, L…12,283$806K<0.01%-3,33013F-HRTimeline
NewEdge Advisors, LLC11,552$758K<0.01%-1,33213F-HRTimeline
Sigma Planning Corp11,076$726K0.02%+13113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,541$626K<0.01%-93213F-HRTimelineGroup
FMR LLCin group FMR LLC8,518$559K<0.01%+1,96113F-HRTimelineGroup
Prospera Financial Services Inc8,392$551K0.01%+41913F-HRTimeline
Orion Porfolio Solutions, LLC8,118$532K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,054$528K<0.01%-3,37613F-HRTimelineGroup
Fermata Advisors, LLC7,397$485K0.1%+5813F-HRTimeline
HighTower Advisors, LLC7,284$478K<0.01%+2413F-HRTimeline
Eaton Financial Holdings Company, LLC7,035$461K0.13%013F-HRTimeline
Allworth Financial LP6,817$447K<0.01%-95413F-HRTimeline
Well Done, LLC6,631$435K0.06%+59513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,381$418K<0.01%-1,18213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC6,323$415K0.03%013F-HRTimeline
IFG Advisory, LLC5,866$385K0.01%new13F-HRTimeline
Dakota Wealth Management5,763$378K0.01%-1113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,557$364K<0.01%+113F-HRTimelineGroup
Sound Income Strategies, LLC5,261$345K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,246$344K0.02%-3,97413F-HRTimeline
Sunrise Financial Services, LLC5,159$338K0.2%013F-HRTimeline
Centric Wealth Management5,303$333K0.05%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,030$330K<0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC4,811$316K0.05%new13F-HRTimeline
Arax Advisory Partners4,783$314K<0.01%+1,77413F-HRTimeline
Kingsview Wealth Management, LLC4,652$305K<0.01%-4,11913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,590$301K<0.01%+60313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,329$284K0.01%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,306$282K0.03%-8813F-HRTimeline
Narus Financial Partners, LLC4,296$282K0.07%-2,99613F-HRTimeline
Raub Brock Capital Management LP4,053$266K0.07%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,033$264K0.01%+9713F-HRTimeline
IFC & Insurance Marketing, Inc.3,856$253K0.22%013F-HRTimeline
Farther Finance Advisors, LLC3,764$247K<0.01%-1,38913F-HRTimeline
M.E. ALLISON & CO., INC.3,663$240K0.14%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,646$239K<0.01%013F-HRTimeline
Hughes Financial Services, LLC2,553$167K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,390$157K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,304$151K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,288$150K<0.01%+1,46513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,154$141K<0.01%+1,50013F-HRTimelineGroup
Parvin Asset Management, LLC1,305$85.6K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,293$84.8K<0.01%+513F-HRTimeline
AE Wealth Management LLC781$51.2K<0.01%-1613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$49.2K<0.01%013F-HRTimelineGroup
Knuff & Co LLC723$47.4K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC493$32.3K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC288$18.9K<0.01%-11813F-HRTimelineGroup
Signature Equity Partners, LLC268$17.6K0.01%+113F-HRTimeline
Millstone Evans Group, LLC260$17.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC205$13.4K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135$8.82K<0.01%+13513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…49$3.21K<0.01%-713F-HRTimelineGroup
HHM Wealth Advisors, LLC42$2.75K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$197<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1$36<0.01%013F-HRTimelineGroup