INVESCO RAFI STRATEGIC US ET IUS
$66.44
+0.7% 52w: $49.44 – $66.44
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data49.4457.9466.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
104
+4 QoQ
13F value
$506.1M
+1.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.5M | $87.3M | 0.0% | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 899.6K | $52.1M | 0.0% | +10.6% |
| CWM, LLC | Wealth advisor | 701.4K | $40.6M | 0.1% | +5.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 675.4K | $39.1M | 0.1% | +0.6% |
| Intelligence Driven Advisers, LLC | Wealth advisor | 550.0K | $31.9M | 5.6% | -17.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 448.2K | $26.0M | 0.0% | -9.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 270.3K | $15.7M | 0.1% | +6.5% |
| HighPoint Advisor Group LLC | Wealth advisor | 268.9K | $15.6M | 0.7% | -22.9% |
| Merit Financial Group, LLC | Wealth advisor | 244.8K | $14.2M | 0.1% | +2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 240.2K | $13.9M | 0.0% | -7.0% |
| Berkeley, Inc | Wealth advisor | 216.4K | $12.5M | 4.2% | +34.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 206.6K | $12.0M | 0.1% | +15.2% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 203.3K | $11.8M | 2.1% | +3.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 196.7K | $11.4M | 0.0% | +44.8% |
| Lighthouse Wealth Management Inc. | Wealth advisor | 174.6K | $10.1M | 6.9% | +2.8% |
| McIlrath & Eck, LLC | Wealth advisor | 155.0K | $9.0M | 0.7% | +3.9% |
| BYRNE FINANCIAL FREEDOM, LLC | Other | 127.8K | $7.4M | 3.5% | +2.0% |
| PFG Advisors | Wealth advisor | 113.4K | $6.6M | 0.3% | +5.0% |
| Geneos Wealth Management Inc. | Wealth advisor | 103.0K | $6.0M | 0.1% | -4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 99.7K | $5.8M | 0.0% | +3.7% |
| Tandem Financial, LLC | Wealth advisor | 88.6K | $5.1M | 1.7% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 84.3K | $4.9M | 0.0% | +21.4% |
| Professional Financial Advisors, LLC | Wealth advisor | 74.6K | $4.3M | 0.9% | New |
| Independent Advisor Alliance | Wealth advisor | 71.7K | $4.2M | 0.0% | New |
| World Investment Advisors | Wealth advisor | 70.0K | $4.1M | 0.1% | +3.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 67.0K | $3.9M | 0.0% | -57.3% |
| Synergy Investment Management, LLC | Wealth advisor | 59.1K | $3.4M | 1.1% | +25.7% |
| Cetera Investment Advisers | Wealth advisor | 54.0K | $3.1M | 0.0% | -0.1% |
| GTS SECURITIES LLC | Market maker | 51.2K | $3.0M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 42.5K | $2.5M | 0.0% | +4.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 40.6K | $2.4M | 0.0% | -0.6% |
| Foguth Wealth Management, LLC. | Wealth advisor | 32.4K | $2.1M | 0.2% | -38.1% |
| Sovereign Financial Group, Inc. | Wealth advisor | 34.0K | $2.0M | 0.3% | +0.1% |
| Eagle Strategies LLC | Wealth advisor | 33.3K | $1.9M | 0.2% | +11.4% |
| CoreCap Advisors, LLC | Wealth advisor | 28.1K | $1.6M | 0.1% | -6.8% |
| Advyzon Investment Management, LLC | Wealth advisor | 28.1K | $1.6M | 0.1% | +4.8% |
| Capital Developers, LLC | Wealth advisor | 27.4K | $1.6M | 1.4% | -1.5% |
| CCG WEALTH MANAGEMENT, LLC | Wealth advisor | 27.1K | $1.6M | 0.4% | +550.2% |
| Breakwater Capital Group | Wealth advisor | 25.5K | $1.5M | 0.2% | +1.3% |
| Larson Financial Group LLC | Wealth advisor | 24.3K | $1.4M | 0.0% | +4.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 22.4K | $1.3M | 0.0% | -2.3% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 20.7K | $1.2M | 0.3% | -60.4% |
| Centerpoint Advisory Group | Wealth advisor | 19.0K | $1.1M | 0.8% | -2.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 15.6K | $904K | 0.0% | -9.7% |
| RVW Wealth, LLC | Wealth advisor | 13.5K | $782K | 0.1% | -5.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 13.1K | $756K | 0.0% | -23.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 12.9K | $746K | 0.0% | -16.6% |
| ROYAL BANK OF CANADA | Bank broker | 11.4K | $662K | 0.0% | +60.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 11.1K | $640K | 0.0% | New |
| Sigma Planning Corp | Wealth advisor | 10.9K | $634K | 0.0% | -3.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.