Who owns IUS?
Invesco RAFI Strategic US ETF · Invesco
104 institutions reported holding IUS, worth $591.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $117.0M | 1,784,665 | +277,267 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $56.4M | 859,466 | −40,125 shares |
| Rockefeller Capital Management L.P. | New York, NY | $45.6M | 695,790 | +20,349 shares |
| Alpine Bank Wealth Management | Grand Junction, CO | $38.7M | 590,590 | New position |
| Intelligence Driven Advisers, LLC | Carlsbad, CA | $36.7M | 559,703 | +9,672 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $29.3M | 446,010 | −2,159 shares |
| ARQ Wealth Advisors, LLC | Scottsdale, AZ | $16.6M | 247,525 | +44,200 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $16.5M | 251,557 | +11,391 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $16.2M | 246,487 | +1,644 shares |
| Kestra Advisory Services, LLC | Austin, TX | $15.9M | 242,705 | −27,578 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IUS?
104 institutional managers reported holding IUS in Form 13F filings for June 30, 2026, worth $591.8M in total. The largest reported position was held by LPL Financial LLC, at $117.0M.
Did institutions buy or sell IUS last quarter?
Reported 13F value rose 30.1% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.