Who owns Invesco RAFI Strategic US ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IUS from SEC Form 13F filings across 105 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 105 institutions disclosed 8.9M shares of Invesco RAFI Strategic US ETF worth $578.8M — about 69.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
105
13F holders
$578.8M
value, 2026 filers
69.5%
of shares outstanding (8.9M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.8M | $117.0M | 0.0% | 13.9% | +18.4% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 859,466 | $56.4M | 0.0% | 6.7% | -4.5% |
| 3 | Rockefeller Capital Management L.P. | 695,790 | $45.6M | 0.1% | 5.4% | +3.0% |
| 4 | Alpine Bank Wealth ManagementNEW | 590,590 | $38.7M | 5.0% | 4.6% | new |
| 5 | Intelligence Driven Advisers, LLC | 559,703 | $36.7M | 6.0% | 4.4% | +1.8% |
| 6 | OSAIC HOLDINGS, INC. | 446,010 | $29.3M | 0.0% | 3.5% | -0.5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 251,557 | $16.5M | 0.0% | 2% | +4.7% |
| 8 | ARQ WEALTH ADVISORS, LLC | 247,525 | $16.6M | 2.1% | 1.9% | +21.7% |
| 9 | Merit Financial Group, LLC | 246,487 | $16.2M | 0.1% | 1.9% | +0.7% |
| 10 | Kestra Advisory Services, LLC | 242,705 | $15.9M | 0.1% | 1.9% | -10.2% |
| 11 | Berkeley, Inc | 233,733 | $15.3M | 4.8% | 1.8% | +8.0% |
| 12 | HighPoint Advisor Group LLC | 225,295 | $14.8M | 0.5% | 1.8% | -16.2% |
| 13 | Beacon Pointe Advisors, LLC | 221,390 | $14.5M | 0.1% | 1.7% | +7.1% |
| 14 | MML INVESTORS SERVICES, LLC | 187,449 | $12.3M | 0.0% | 1.5% | -4.7% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 174,426 | $11.4M | 0.0% | 1.4% | +329.4% |
| 16 | Lighthouse Wealth Management Inc. | 171,964 | $11.3M | 7.0% | 1.3% | -1.5% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 137,761 | $9.0M | 0.0% | 1.1% | +63.4% |
| 18 | BYRNE FINANCIAL FREEDOM, LLC | 124,932 | $8.2M | 3.2% | 1% | -2.3% |
| 19 | PFG Advisors | 124,271 | $8.1M | 0.4% | 1% | +9.6% |
| 20 | Geneos Wealth Management Inc. | 103,084 | $6.8M | 0.1% | 0.8% | +0.1% |
| 21 | Cambridge Investment Research Advisors, Inc. | 96,203 | $6,309 | 0.0% | 0.7% | -3.5% |
| 22 | Tandem Financial, LLC | 93,281 | $6.1M | 1.8% | 0.7% | +5.3% |
| 23 | Professional Financial Advisors, LLC | 75,825 | $5.0M | 0.9% | 0.6% | +1.7% |
| 24 | World Investment Advisors | 69,973 | $4.1M | 0.1% | 0.5% | 0.0% |
| 25 | Synergy Investment Management, LLC | 59,091 | $3.9M | 0.9% | 0.5% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.