INVESCO RAFI STRATEGIC US ET (IUS) Institutional Shareholders
INVESCO RAFI STRATEGIC US ET (IUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $527.53M in IUS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IUS tracked by InsiderSet, reporting ownership valued at approximately $87.30M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.44M, representing an estimated gain of +17.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IUS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Cwm, Llc, and several other long-term asset managers with concentrated positions in INVESCO RAFI STRATEGIC US ET (IUS).
This page ranks the largest institutional IUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
105
Total Reported Value
$527.53M
Largest Holder
Lpl Financial Llc
Largest Position
$87.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,507,398 | $87,299,297 | $102,442,768 | +$15,143,471 | +17.35% | |
| Envestnet Asset Management Inc | 0.01% | 859,466 | $56,363,793 | $58,409,309 | +$2,045,516 | +3.63% | |
| Cwm, Llc | 0.11% | 701,425 | $40,622,260 | $47,668,843 | +$7,046,583 | +17.35% | |
| Rockefeller Capital Management L.P. | 0.07% | 675,441 | $39,117,477 | $45,902,970 | +$6,785,493 | +17.35% | |
| Intelligence Driven Advisers, Llc | 5.55% | 550,031 | $31,854,450 | $37,380,107 | +$5,525,657 | +17.35% | |
| Osaic Holdings, Inc. | 0.04% | 448,169 | $25,955,532 | $30,457,565 | +$4,502,033 | +17.35% | |
| Arq Wealth Advisors, Llc | 2.05% | 247,525 | $16,574,669 | $16,821,799 | +$247,130 | +1.49% | |
| Merit Financial Group, Llc | 0.10% | 246,487 | $16,164,605 | $16,751,257 | +$586,652 | +3.63% | |
| Kestra Advisory Services, Llc | 0.05% | 242,705 | $15,916,621 | $16,494,232 | +$577,611 | +3.63% | |
| Highpoint Advisor Group Llc | 0.65% | 268,943 | $15,575,505 | $18,277,366 | +$2,701,861 | +17.35% | |
| Berkeley, Inc | 4.81% | 233,733 | $15,328,186 | $15,884,495 | +$556,309 | +3.63% | |
| Raymond James Financial Inc | 0.00% | 240,166 | $13,908,968 | $16,321,681 | +$2,412,713 | +17.35% | |
| Beacon Pointe Advisors, Llc | 0.06% | 206,648 | $11,967,786 | $14,043,798 | +$2,076,012 | +17.35% | |
| Mml Investors Services, Llc | 0.03% | 196,724 | $11,393,053 | $13,369,363 | +$1,976,310 | +17.35% | |
| Lighthouse Wealth Management Inc. | 7.00% | 171,964 | $11,277,414 | $11,686,673 | +$409,259 | +3.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 137,761 | $9,034,390 | $9,362,238 | +$327,848 | +3.63% | |
| Mcilrath & Eck, Llc | 0.67% | 155,035 | $8,978,691 | $10,536,179 | +$1,557,488 | +17.35% | |
| Byrne Financial Freedom, Llc | 3.20% | 124,932 | $8,193,045 | $8,490,379 | +$297,334 | +3.63% | |
| Pfg Advisors | 0.41% | 124,271 | $8,149,708 | $8,445,457 | +$295,749 | +3.63% | |
| Geneos Wealth Management Inc. | 0.14% | 103,007 | $5,965,135 | $7,000,356 | +$1,035,221 | +17.35% | |
| Tandem Financial, Llc | 1.74% | 88,623 | $5,132,504 | $6,022,819 | +$890,315 | +17.35% | |
| Professional Financial Advisors, Llc | 0.86% | 75,825 | $4,972,592 | $5,153,067 | +$180,475 | +3.63% | |
| Independent Advisor Alliance | 0.04% | 71,730 | $4,154,182 | $4,874,771 | +$720,589 | +17.35% | |
| World Investment Advisors | 0.07% | 69,973 | $4,052,438 | $4,755,365 | +$702,927 | +17.35% | |
| Goldman Sachs Group Inc | 0.00% | 66,984 | $3,879,305 | $4,552,233 | +$672,928 | +17.35% | |
| Nova Wealth Management, Inc. | 2.05% | 56,618 | $3,712,995 | $3,847,759 | +$134,764 | +3.63% | |
| Synergy Investment Management, Llc | 1.12% | 59,089 | $3,422,177 | $4,015,688 | +$593,511 | +17.34% | |
| Cetera Investment Advisers | 0.00% | 54,044 | $3,129,913 | $3,672,830 | +$542,917 | +17.35% | |
| Gts Securities Llc | 0.10% | 51,239 | $2,967,455 | $3,482,202 | +$514,747 | +17.35% | |
| Bank Of America Corp | 0.00% | 42,481 | $2,460,230 | $2,887,009 | +$426,779 | +17.35% | |
| Eagle Strategies Llc | 0.24% | 36,301 | $2,380,587 | $2,467,016 | +$86,429 | +3.63% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 40,621 | $2,352,512 | $2,760,603 | +$408,091 | +17.35% | |
| Sovereign Financial Group, Inc. | 0.33% | 33,282 | $2,182,629 | $2,261,845 | +$79,216 | +3.63% | |
| Corecap Advisors, Llc | 0.05% | 27,009 | $1,771,270 | $1,835,532 | +$64,262 | +3.63% | |
| Breakwater Capital Group | 0.20% | 25,072 | $1,644,222 | $1,703,893 | +$59,671 | +3.63% | |
| Advyzon Investment Management, Llc | 0.15% | 28,136 | $1,629,466 | $1,912,123 | +$282,657 | +17.35% | |
| Capital Developers, Llc | 1.43% | 27,450 | $1,589,737 | $1,865,502 | +$275,765 | +17.35% | |
| Ccg Wealth Management, Llc | 0.43% | 27,088 | $1,568,757 | $1,840,900 | +$272,143 | +17.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,536 | $1,507,884 | $1,531,547 | +$23,663 | +1.57% | |
| Larson Financial Group Llc | 0.05% | 24,256 | $1,404,787 | $1,648,438 | +$243,651 | +17.34% | |
| Foguth Wealth Management, Llc. | 0.15% | 19,675 | $1,313,760 | $1,337,113 | +$23,353 | +1.78% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.31% | 19,791 | $1,297,869 | $1,344,996 | +$47,127 | +3.63% | |
| Centerpoint Advisory Group | 0.78% | 18,683 | $1,225,231 | $1,269,697 | +$44,466 | +3.63% | |
| Tempus Wealth Planning, Llc | 0.19% | 14,530 | $952,877 | $987,459 | +$34,582 | +3.63% | |
| Rvw Wealth, Llc | 0.06% | 14,024 | $919,694 | $953,071 | +$33,377 | +3.63% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,613 | $904,190 | $1,061,059 | +$156,869 | +17.35% | |
| Onyx Bridge Wealth Group Llc | 0.07% | 12,596 | $826,046 | $856,024 | +$29,978 | +3.63% | |
| Susquehanna International Group, Llp | 0.00% | 13,060 | $756,355 | $887,558 | +$131,203 | +17.35% | |
| Royal Bank Of Canada | 0.00% | 11,430 | $662,000 | $776,783 | +$114,783 | +17.34% | |
| Integrated Wealth Concepts Llc | 0.01% | 11,052 | $640,041 | $751,094 | +$111,053 | +17.35% |
Frequently asked questions about IUS
Who owns the most IUS stock?
The largest holders of IUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO RAFI STRATEGIC US ET (IUS).
Is IUS widely held by superinvestors?
Many widely followed stocks like IUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IUS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.