Who Owns INVESCO (IUS)? -- Institutional Holders (2026-06-30)

112 institutions reported holding $585.6M of INVESCO (IUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($117.0M), ENVESTNET ASSET MANAGEMENT INC ($56.4M), Rockefeller Capital Management L.P. ($45.6M), Alpine Bank Wealth Management ($38.7M), Intelligence Driven Advisers, LLC ($36.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$117.0M1.8MAdded
2ENVESTNET ASSET MANAGEMENT INC$56.4M859,466Trimmed
3Rockefeller Capital Management L.P.$45.6M695,790Added
4Alpine Bank Wealth Management$38.7M590,590New
5Intelligence Driven Advisers, LLC$36.7M559,703Added
6OSAIC HOLDINGS, INC.$29.3M446,010Trimmed
7ARQ WEALTH ADVISORS, LLC$16.6M247,525Added
8RAYMOND JAMES FINANCIAL INC$16.5M251,557Added
9Merit Financial Group, LLC$16.2M246,487Added
10Kestra Advisory Services, LLC$15.9M242,705Trimmed
11Berkeley, Inc$15.3M233,733Added
12HighPoint Advisor Group LLC$14.8M225,295Trimmed
13Beacon Pointe Advisors, LLC$14.5M221,390Added
14MML INVESTORS SERVICES, LLC$12.3M187,449Trimmed
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.4M174,426Added
16Lighthouse Wealth Management Inc.$11.3M171,964Trimmed
17COMMONWEALTH EQUITY SERVICES, LLC$9.0M137,761Added
18BYRNE FINANCIAL FREEDOM, LLC$8.2M124,932Trimmed
19PFG Advisors$8.1M124,271Added
20Geneos Wealth Management Inc.$6.8M103,084Added
21Cambridge Investment Research Advisors, Inc.$6.3M96,203Trimmed
22Tandem Financial, LLC$6.1M93,281Added
23Professional Financial Advisors, LLC$5.0M75,825Added
24World Investment Advisors$4.1M69,973Hold
25Synergy Investment Management, LLC$3.9M59,091Added

Source: SEC Form 13F filings · as of 2026-06-30