Who Owns INVESCO RAFI STRATEGIC US ETF (IUS)? -- Institutional Holders (2026-03-31)

109 institutions reported holding $506.3M of INVESCO RAFI STRATEGIC US ETF (IUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($87.3M), ENVESTNET ASSET MANAGEMENT INC ($52.1M), CWM, LLC ($40.6M), Rockefeller Capital Management L.P. ($39.1M), Intelligence Driven Advisers, LLC ($31.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$87.3M1.5MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$52.1M899,591Added
3CWM, LLC$40.6M701,425Added
4Rockefeller Capital Management L.P.$39.1M675,441Added
5Intelligence Driven Advisers, LLC$31.9M550,031Trimmed
6OSAIC HOLDINGS, INC.$26.0M448,169Trimmed
7Kestra Advisory Services, LLC$15.7M270,283Added
8HighPoint Advisor Group LLC$15.6M268,943Trimmed
9Merit Financial Group, LLC$14.2M244,843Added
10RAYMOND JAMES FINANCIAL INC$13.9M240,166Trimmed
11Berkeley, Inc$12.5M216,382Added
12Beacon Pointe Advisors, LLC$12.0M206,648Added
13ARQ WEALTH ADVISORS, LLC$11.8M203,325Added
14MML INVESTORS SERVICES, LLC$11.4M196,724Added
15Lighthouse Wealth Management Inc.$10.1M174,573Added
16McIlrath & Eck, LLC$9.0M155,035Added
17BYRNE FINANCIAL FREEDOM, LLC$7.4M127,824Added
18PFG Advisors$6.6M113,417Added
19Geneos Wealth Management Inc.$6.0M103,007Trimmed
20Cambridge Investment Research Advisors, Inc.$5.8M99,662Added
21Tandem Financial, LLC$5.1M88,623New
22COMMONWEALTH EQUITY SERVICES, LLC$4.9M84,326Added
23Professional Financial Advisors, LLC$4.3M74,557New
24Independent Advisor Alliance$4.2M71,730New
25World Investment Advisors$4.1M69,973Added

Source: SEC Form 13F filings · as of 2026-03-31