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Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

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RAFI STRATGIC US (fund)

105 managers (105 13F filers) reported a position in IUS shares at 2026-03-31, 8,786,979 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
105
13F filers
105
New
12
Added
37
Reduced
43
Sold out
5
Shares held by filers
8,786,979

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,507,398$87.3M0.02%-51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC899,591$52.1M0.01%+86,37613F-HRTimelineGroup
CWM, LLCin group CWM, LLC701,425$40.6M0.11%+33,56313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…675,441$39.1M0.07%+4,21113F-HRTimelineGroup
Intelligence Driven Advisers, LLC550,031$31.9M5.55%-112,71113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.448,169$26M0.04%-45,76813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC270,283$15.7M0.06%+16,42713F-HRTimelineGroup
HighPoint Advisor Group LLC268,943$15.6M0.65%-79,90713F-HRTimeline
Merit Financial Group, LLC244,843$14.2M0.11%+4,96513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC240,166$13.9M<0.01%-17,99413F-HRTimelineGroup
Berkeley, Inc216,382$12.5M4.2%+55,49713F-HRTimeline
Beacon Pointe Advisors, LLC206,648$12M0.06%+27,25813F-HRTimeline
ARQ WEALTH ADVISORS, LLC203,325$11.8M2.12%+6,53313F-HRTimeline
MML INVESTORS SERVICES, LLC196,724$11.4M0.03%+60,86613F-HRTimeline
Lighthouse Wealth Management Inc.174,573$10.1M6.87%+4,67513F-HRTimeline
McIlrath & Eck, LLC155,035$8.98M0.67%+5,79813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC127,824$7.4M3.54%+2,51013F-HRTimeline
PFG Advisors113,417$6.57M0.32%+5,38113F-HRTimeline
Geneos Wealth Management Inc.103,007$5.97M0.14%-5,08313F-HRTimeline
Cambridge Investment Research Advisors,…99,662$5.77M0.01%+3,54713F-HRTimeline
Tandem Financial, LLC88,623$5.13M1.74%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,326$4.88M0.01%+14,86513F-HRTimeline
Professional Financial Advisors, LLC74,557$4.32M0.88%new13F-HRTimeline
Independent Advisor Alliance71,730$4.15M0.04%new13F-HRTimeline
World Investment Advisors69,973$4.05M0.07%+2,47513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,984$3.88M<0.01%-89,88213F-HRTimelineGroup
Synergy Investment Management, LLC59,089$3.42M1.12%+12,07513F-HRTimeline
Cetera Investment Advisers54,044$3.13M<0.01%-5013F-HRTimeline
Nova Wealth Management, Inc.53,240$3.08M2.01%+5,74113F-HRTimeline
GTS SECURITIES LLC51,239$2.97M0.1%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,481$2.46M<0.01%+1,70113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,621$2.35M<0.01%-22713F-HRTimelineGroup
Foguth Wealth Management, LLC.32,429$2.13M0.25%-19,99413F-HRTimeline
Sovereign Financial Group, Inc.34,028$1.97M0.34%+4113F-HRTimeline
Eagle Strategies LLC33,258$1.93M0.23%+3,41013F-HRTimeline
CoreCap Advisors, LLC28,145$1.63M0.06%-2,03913F-HRTimeline
Advyzon Investment Management, LLC28,136$1.63M0.15%+1,28113F-HRTimeline
Capital Developers, LLC27,450$1.59M1.43%-40713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC27,088$1.57M0.43%+22,92213F-HRTimeline
Breakwater Capital Group25,478$1.48M0.2%+31813F-HRTimeline
Larson Financial Group LLC24,256$1.4M0.05%+1,12913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,421$1.31M<0.01%-52013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC20,652$1.2M0.32%-31,45213F-HRTimeline
Centerpoint Advisory Group18,975$1.1M0.83%-51513F-HRTimeline
Steward Partners Investment Advisory, L…15,613$904K<0.01%-1,68313F-HRTimeline
RVW Wealth, LLC13,497$782K0.06%-75913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,060$756K<0.01%-3,97513F-HRTimelineGroup
NewEdge Advisors, LLC12,884$746K<0.01%-2,56413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,430$662K<0.01%+4,29913F-HRTimelineGroup
Integrated Wealth Concepts LLC11,052$640K0.01%new13F-HRTimeline
Sigma Planning Corp10,945$634K0.02%-37613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,473$607K<0.01%-2,76913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC9,220$534K0.03%+3113F-HRTimeline
Kingsview Wealth Management, LLC8,771$508K0.01%-40313F-HRTimeline
Valued Retirements, Inc.8,453$490K0.48%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,413$487K<0.01%-2,90213F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,118$470K<0.01%-9,63613F-HRTimeline
Prospera Financial Services Inc7,973$462K0.01%-3513F-HRTimeline
Allworth Financial LP7,771$450K<0.01%+8313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,563$432K<0.01%-3,70613F-HRTimelineGroup
Fermata Advisors, LLC7,339$425K0.1%+33413F-HRTimeline
Narus Financial Partners, LLC7,292$422K0.11%-95513F-HRTimeline
HighTower Advisors, LLC7,260$420K<0.01%-15713F-HRTimeline
Eaton Financial Holdings Company, LLC7,035$407K0.13%-3,03213F-HRTimeline
FMR LLCin group FMR LLC6,557$380K<0.01%+20013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC6,323$366K0.03%-56213F-HRTimeline
Well Done, LLC6,036$350K0.05%new13F-HRTimeline
Dakota Wealth Management5,774$334K0.01%-63913F-HR/ATimeline
Centric Wealth Management5,303$333K0.07%-35513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,556$322K<0.01%-21913F-HRTimelineGroup
Sound Income Strategies, LLC5,261$306K0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,153$300K<0.01%-313F-HRTimeline
Sunrise Financial Services, LLC5,159$299K0.21%-28213F-HRTimeline
Onyx Bridge Wealth Group LLC5,153$298K0.03%-3,52813F-HRTimeline
Richmond Investment Services, LLC4,494$260K0.04%013F-HRTimeline
Advisory Alpha, LLC4,462$258K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,394$254K0.03%+1713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,329$251K0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,987$231K<0.01%-51613F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,936$228K0.01%-26613F-HRTimeline
IFC & Insurance Marketing, Inc.3,856$223K0.23%-62013F-HRTimeline
M.E. ALLISON & CO., INC.3,663$212K0.14%-1,06313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,646$211K<0.01%new13F-HRTimeline
Arax Advisory Partners3,009$174K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC2,553$148K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,390$138K0.01%013F-HRTimeline
Parvin Asset Management, LLC1,305$75.6K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,288$74.6K<0.01%+5113F-HRTimeline
Anchor Investment Management, LLC940$54.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY823$47.7K<0.01%+27513F-HRTimelineGroup
AE Wealth Management LLC797$46.2K<0.01%+15113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$43.4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG741$42.9K<0.01%+17913F-HRTimelineGroup
Knuff & Co LLC723$41.9K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO654$37.1K<0.01%-3,33913F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC493$28.6K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC406$23.5K<0.01%13F-HRTimelineGroup
Signature Equity Partners, LLC267$15.5K0.01%+113F-HRTimeline
Millstone Evans Group, LLC260$15.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC205$11.9K<0.01%-19013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$3.24K<0.01%-23513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$174<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$58<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1$32<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$19<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.