IUS INVESCO EXCH TRD SLF IDX FD
FollowRAFI STRATGIC US (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in IUS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Intelligence Driven Advisers, LLC | 565,669 | $38.4M | 6.62% | +5,966 | 13F-HRTimeline |
| Breakwater Capital Group | 28,865 | $1.96M | 0.23% | +3,793 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 25,011 | $1.7M | 0.05% | -1,998 | 13F-HRTimeline |
| RFG - Bristol Wealth Advisors, LLC | 19,854 | $1.35M | 0.32% | +63 | 13F-HRTimeline |
| RVW Wealth, LLC | 14,134 | $958K | 0.06% | +110 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 6,282 | $426K | 0.03% | -41 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 5,261 | $364K | 0.02% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 3,806 | $258K | <0.01% | +42 | 13F-HRTimeline |
| M.E. ALLISON & CO., INC. | 3,663 | $248K | 0.14% | 0 | 13F-HRTimeline |