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Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

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RAFI STRATGIC US (fund)

98 managers (98 13F filers) reported a position in IUS shares at 2025-09-30, 7,550,245 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
98
13F filers
98
New
11
Added
36
Reduced
36
Sold out
8
Shares held by filers
7,550,245

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,517,161$83.8M0.02%+71,93113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC772,489$42.6M0.01%+87,86613F-HRTimelineGroup
Intelligence Driven Advisers, LLC657,759$36.3M5.03%+104,13413F-HRTimeline
CWM, LLCin group CWM, LLC625,584$34.5M0.1%+624,18613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.482,271$26.1M0.04%+25,49413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,150$14.3M<0.01%+7,72413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC249,167$13.8M0.06%+28,61013F-HRTimelineGroup
Merit Financial Group, LLC241,858$13.4M0.12%+5,23813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC224,747$12.4M<0.01%-1,39213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC196,574$10.9M3.21%-11,56413F-HRTimeline
Lighthouse Wealth Management Inc.169,437$9.35M7.59%-62813F-HRTimeline
Beacon Pointe Advisors, LLC151,880$8.39M0.07%new13F-HRTimeline
McIlrath & Eck, LLC136,118$7.52M0.78%+6,91813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…128,786$7.11M2.41%-2,22413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC126,560$6.99M0.02%+4,05313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC126,155$6.97M3.47%+21,22313F-HRTimeline
Berkeley, Inc116,406$6.43M2.07%+9,01613F-HRTimeline
Geneos Wealth Management Inc.105,478$5.82M0.15%+12,79613F-HRTimeline
PFG Advisors94,213$5.2M0.21%+1,29413F-HRTimeline
Cambridge Investment Research Advisors,…89,857$4.96M0.01%+2,97113F-HRTimeline
Tandem Financial, LLC74,597$4.12M1.53%+8,41613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,367$4.11M0.01%+26,73713F-HRTimeline
World Investment Advisors62,587$3.46M0.07%-5,33213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC60,545$3.34M0.97%-213,18813F-HRTimeline
Cetera Investment Advisers59,076$3.26M<0.01%-10,68113F-HRTimeline
Synergy Investment Management, LLC49,768$2.75M1.05%new13F-HRTimeline
Nova Wealth Management, Inc.44,622$2.46M1.73%+95713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,575$2.46M<0.01%-97,40913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,560$2.07M<0.01%+10,40013F-HR/ATimelineGroup
Sovereign Financial Group, Inc.34,552$1.91M0.36%-2,77813F-HRTimeline
AIFG Consultants Ltd.32,196$1.78M3.13%-2,32213F-HRTimeline
CoreCap Advisors, LLC30,865$1.7M0.06%-46613F-HRTimeline
Steward Partners Investment Advisory, L…28,127$1.55M0.01%-5,82113F-HRTimeline
Breakwater Capital Group24,612$1.36M0.2%-1,78313F-HRTimeline
Eagle Strategies LLC23,412$1.29M0.17%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,257$1.29M<0.01%-27913F-HRTimeline
IFG Advisory, LLC23,159$1.28M0.06%-97,50113F-HRTimeline
NewEdge Advisors, LLC21,726$1.2M0.01%+7,19613F-HRTimeline
Larson Financial Group LLC21,488$1.19M0.04%-7,40513F-HRTimeline
Centerpoint Advisory Group20,240$1.12M0.87%-99213F-HRTimeline
Orion Porfolio Solutions, LLC17,881$987K0.01%-90813F-HRTimeline
RVW Wealth, LLC14,356$793K0.06%-1113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,756$759K0.01%-2,22513F-HRTimelineGroup
Integrated Wealth Concepts LLC11,092$612K0.01%-6513F-HRTimeline
Sigma Planning Corp10,930$603K0.02%+3013F-HRTimeline
Eaton Financial Holdings Company, LLC10,067$556K0.16%-31313F-HRTimeline
Allworth Financial LP9,990$552K<0.01%-16513F-HRTimeline
GTS SECURITIES LLC9,882$546K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC9,458$522K0.01%-105,74513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,159$505K0.03%+3,24513F-HRTimeline
Lokken Investment Group LLC8,586$474K0.16%-2,10313F-HRTimeline
Onyx Bridge Wealth Group LLC8,527$471K0.05%new13F-HRTimeline
Narus Financial Partners, LLC8,046$444K0.12%new13F-HR/ATimeline
Prospera Financial Services Inc7,457$412K0.01%+31013F-HRTimeline
Fermata Advisors, LLC7,287$402K0.1%+3213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,258$401K0.04%-62913F-HRTimeline
Advyzon Investment Management, LLC7,181$396K0.07%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,308$348K<0.01%+6313F-HRTimelineGroup
HighTower Advisors, LLC6,150$340K<0.01%+45513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,981$330K0.1%+1713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,922$327K<0.01%-52,97913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,799$320K<0.01%-1,62913F-HRTimelineGroup
Centric Wealth Management5,625$316K0.07%+6613F-HRTimeline
OLD MISSION CAPITAL LLC5,670$313K0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.5,495$303K0.21%013F-HRTimeline
Farther Finance Advisors, LLC5,413$299K<0.01%-2,40013F-HRTimeline
WMG Financial Advisors, LLC5,260$290K0.1%013F-HRTimeline
Richmond Investment Services, LLC4,494$248K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,329$239K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,293$237K<0.01%+10013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,214$233K0.02%-4,21413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,058$224K<0.01%+1513F-HRTimelineGroup
Lifeworks Advisors, LLC4,051$224K0.03%+2813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,966$219K<0.01%-2513F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC3,877$214K0.01%-9513F-HRTimeline
Redhawk Wealth Advisors, Inc.3,630$200K0.02%-9,50013F-HRTimeline
Arax Advisory Partners2,999$166K<0.01%+413F-HRTimeline
CENTAURUS FINANCIAL, INC.2,390$132K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,357$130K<0.01%+1713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,235$123K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC1,615$90.8K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,490$82.3K<0.01%+13013F-HRTimeline
Parvin Asset Management, LLC1,305$72K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,232$68K<0.01%+6813F-HRTimeline
Root Financial Partners, LLC1,090$60.2K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC940$51.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$41.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\737$40.7K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC646$35.7K<0.01%-2713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY549$30.3K<0.01%+113F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC493$27.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC410$22.6K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…291$16.1K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC260$14.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA23$1.27K<0.01%-1213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$166<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1$49<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$4<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.