Skip to content
Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

Follow

RAFI STRATGIC US (fund)

101 managers (101 13F filers) reported a position in IUS shares at 2025-12-31, 8,747,683 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
101
13F filers
101
New
7
Added
41
Reduced
33
Sold out
9
Shares held by filers
8,747,683

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,507,912$86.2M0.02%-9,24913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC813,215$46.5M0.01%+40,72613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…671,230$38.4M0.07%+665,30813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC667,862$38.2M0.1%+42,27813F-HRTimelineGroup
Intelligence Driven Advisers, LLC662,742$37.9M5.42%+4,98313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.493,937$28.2M0.04%+11,66613F-HRTimelineGroup
HighPoint Advisor Group LLC348,850$19.9M0.44%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC258,160$14.8M<0.01%-99013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC253,856$14.5M0.06%+4,68913F-HRTimelineGroup
Merit Financial Group, LLC239,878$13.7M0.11%-1,98013F-HRTimeline
ARQ WEALTH ADVISORS, LLC196,792$11.2M3.04%+21813F-HRTimeline
Beacon Pointe Advisors, LLC179,390$10.3M0.07%+27,51013F-HRTimeline
Lighthouse Wealth Management Inc.169,898$9.71M6.63%+46113F-HRTimeline
Berkeley, Inc160,885$9.2M2.92%+44,47913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC156,866$8.97M<0.01%-67,88113F-HR/ATimelineGroup
McIlrath & Eck, LLC149,237$8.53M0.79%+13,11913F-HRTimeline
MML INVESTORS SERVICES, LLC135,858$7.77M0.02%+9,29813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC125,314$7.16M3.29%-84113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…123,101$7.04M2.34%-5,68513F-HRTimelineGroup
Geneos Wealth Management Inc.108,090$6.18M0.15%+2,61213F-HRTimeline
PFG Advisors108,036$6.18M0.3%+13,82313F-HRTimeline
Cambridge Investment Research Advisors,…96,115$5.49M0.01%+6,25813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,461$3.97M0.01%-4,90613F-HRTimeline
World Investment Advisors67,498$3.86M0.06%+4,91113F-HR/ATimeline
Cetera Investment Advisers54,094$3.09M<0.01%-4,98213F-HRTimeline
Foguth Wealth Management, LLC.52,423$3.01M0.47%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC52,104$2.98M0.83%-8,44113F-HRTimeline
Nova Wealth Management, Inc.47,499$2.72M1.86%+2,87713F-HRTimeline
Synergy Investment Management, LLC47,014$2.69M0.95%-2,75413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,848$2.33M<0.01%-3,72713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,780$2.33M<0.01%+3,22013F-HRTimelineGroup
AIFG Consultants Ltd.36,446$2.08M3.58%+4,25013F-HRTimeline
Sovereign Financial Group, Inc.33,987$1.94M0.35%-56513F-HRTimeline
CoreCap Advisors, LLC30,184$1.73M0.06%-68113F-HRTimeline
Eagle Strategies LLC29,848$1.71M0.22%+6,43613F-HRTimeline
Capital Developers, LLC27,857$1.59M1.43%13F-HRTimeline
Vantus Wealth LLC27,777$1.59M1.17%13F-HRTimeline
Advyzon Investment Management, LLC26,855$1.54M0.18%+19,67413F-HRTimeline
Breakwater Capital Group25,160$1.44M0.2%+54813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,941$1.34M<0.01%-31613F-HRTimeline
Larson Financial Group LLC23,127$1.32M0.04%+1,63913F-HRTimeline
IFG Advisory, LLC19,869$1.14M0.05%-3,29013F-HRTimeline
Centerpoint Advisory Group19,490$1.11M0.86%-75013F-HRTimeline
Orion Porfolio Solutions, LLC17,754$1.01M0.01%-12713F-HRTimeline
Steward Partners Investment Advisory, L…17,296$989K0.01%-10,83113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,035$974K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC15,448$883K<0.01%-6,27813F-HRTimeline
RVW Wealth, LLC14,256$815K0.06%-10013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,242$757K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp11,321$647K0.02%+39113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,315$647K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,269$644K<0.01%-2,48713F-HRTimelineGroup
Eaton Financial Holdings Company, LLC10,067$575K0.15%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,189$525K0.03%+3013F-HRTimeline
Kingsview Wealth Management, LLC9,174$524K0.01%-28413F-HRTimeline
Onyx Bridge Wealth Group LLC8,681$496K0.05%+15413F-HRTimeline
Narus Financial Partners, LLC8,247$471K0.13%+20113F-HRTimeline
Prospera Financial Services Inc8,008$458K0.01%+55113F-HRTimeline
Allworth Financial LP7,688$439K<0.01%-2,30213F-HRTimeline
HighTower Advisors, LLC7,417$424K<0.01%+1,26713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,131$408K<0.01%+82313F-HRTimelineGroup
Fermata Advisors, LLC7,005$400K0.1%-28213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,885$394K0.03%-37313F-HRTimeline
Dakota Wealth Management6,413$367K0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC6,357$363K<0.01%+4,00013F-HRTimelineGroup
Centric Wealth Management5,658$339K0.07%+3313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,775$330K<0.01%-2413F-HRTimelineGroup
Sunrise Financial Services, LLC5,441$311K0.23%13F-HRTimeline
Sound Income Strategies, LLC5,261$310K0.01%+5,26013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,400$309K0.1%-58113F-HRTimelineGroup
Farther Finance Advisors, LLC5,156$295K<0.01%-25713F-HRTimeline
M.E. ALLISON & CO., INC.4,726$270K0.18%-76913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,503$257K<0.01%+21013F-HRTimelineGroup
Richmond Investment Services, LLC4,494$257K0.04%013F-HRTimeline
IFC & Insurance Marketing, Inc.4,476$256K0.25%13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,377$250K0.03%+74713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,329$247K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC4,202$240K0.01%+32513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,166$238K0.1%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,058$234K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,993$228K<0.01%+2713F-HRTimelineGroup
Arax Advisory Partners3,004$172K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC2,553$146K0.02%+93813F-HRTimeline
CENTAURUS FINANCIAL, INC.2,390$137K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,495$85.4K<0.01%+513F-HRTimeline
Parvin Asset Management, LLC1,305$74.6K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,237$70.7K<0.01%+513F-HRTimeline
Anchor Investment Management, LLC940$53.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$42.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC646$36.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG562$32.1K<0.01%-1,67313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY548$31.3K<0.01%-113F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC493$28.2K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC441$25.2K<0.01%new13F-HRTimeline
Root Financial Partners, LLC405$23.1K<0.01%-68513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC395$22.6K<0.01%-1513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…291$16.6K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC266$15.2K0.01%13F-HRTimeline
Millstone Evans Group, LLC260$14.9K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$172<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$25<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.