Invesco RAFI Strategic US Exchange-Traded Fund(IUS)

$70.01—

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Invesco RAFI Strategic US Exchange-Traded Fund(IUS)

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$70.01—

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IUS(IUS)

IUS

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Institutional Ownership

Top 130 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.78M	Jun 30, 26	+277.27K	13.89%
ENVESTNET ASSET MANAGEMENT INC	859.47K	Jun 30, 26	-40.13K	6.69%
Rockefeller Capital Management L.P.	695.79K	Jun 30, 26	+20.35K	5.42%
Alpine Bank Wealth Management	590.59K	Jun 30, 26	+590.59K	4.60%
Intelligence Driven Advisers, LLC	559.70K	Jun 30, 26	+9.67K	4.36%
ADVISOR GROUP HOLDINGS, INC.	446.01K	Jun 30, 26	-2.16K	3.47%
RAYMOND JAMES FINANCIAL INC	251.56K	Jun 30, 26	+11.39K	1.96%
ARQ WEALTH ADVISORS, LLC	247.53K	Jun 30, 26	+44.20K	1.93%
Merit Financial Group, LLC	246.49K	Jun 30, 26	+1.64K	1.92%
Kestra Advisory Services, LLC	242.71K	Jun 30, 26	-27.58K	1.89%
Berkeley, Inc	233.73K	Jun 30, 26	+17.35K	1.82%
HighPoint Advisor Group LLC	225.29K	Jun 30, 26	-43.65K	1.75%
MML INVESTORS SERVICES, LLC	187.45K	Jun 30, 26	-9.28K	1.46%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	174.43K	Jun 30, 26	+133.81K	1.36%
Lighthouse Wealth Management Inc.	171.96K	Jun 30, 26	-2.61K	1.34%
COMMONWEALTH EQUITY SERVICES, LLC	137.76K	Jun 30, 26	+53.44K	1.07%
BYRNE FINANCIAL FREEDOM, LLC	124.93K	Jun 30, 26	-2.89K	0.97%
PFG Advisors	124.27K	Jun 30, 26	+10.85K	0.97%
Geneos Wealth Management Inc.	103.08K	Jun 30, 26	+77	0.80%
Cambridge Investment Research Advisors, Inc.	96.20K	Jun 30, 26	-3.46K	0.75%
Tandem Financial, LLC	93.28K	Jun 30, 26	+4.66K	0.73%
Professional Financial Advisors, LLC	75.83K	Jun 30, 26	+1.27K	0.59%
Pensionmark Financial Group, LLC	69.97K	Jun 30, 26	--	0.54%
Synergy Investment Management, LLC	59.09K	Jun 30, 26	+2	0.46%
Cetera Investment Advisers	57.67K	Jun 30, 26	+3.63K	0.45%
Nova Wealth Management, Inc.	56.62K	Jun 30, 26	+3.38K	0.44%
GOLDMAN SACHS GROUP INC	50.12K	Jun 30, 26	-16.87K	0.39%
BANK OF AMERICA CORP /DE/	48.94K	Jun 30, 26	+6.46K	0.38%
Integrated Wealth Concepts LLC	39.99K	Jun 30, 26	+28.93K	0.31%
Eagle Strategies LLC	36.30K	Jun 30, 26	+3.04K	0.28%
Sovereign Financial Group, Inc.	33.28K	Jun 30, 26	-746	0.26%
Advyzon Investment Management, LLC	29.03K	Jun 30, 26	+894	0.23%
OneAscent Financial Services LLC	27.74K	Jun 30, 26	+27.74K	0.22%
CoreCap Advisors, LLC	27.01K	Jun 30, 26	-1.14K	0.21%
CCG WEALTH MANAGEMENT, LLC	26.99K	Jun 30, 26	-97	0.21%
Larson Financial Group LLC	25.67K	Jun 30, 26	+1.41K	0.20%
Breakwater Capital Group	25.07K	Jun 30, 26	-406	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.54K	Jun 30, 26	+115	0.18%
RFG - Bristol Wealth Advisors, LLC	19.79K	Jun 30, 26	-861	0.15%
Foguth Wealth Management, LLC.	19.68K	Jun 30, 26	-12.75K	0.15%
Centerpoint Advisory Group	18.68K	Jun 30, 26	-292	0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.40K	Jun 30, 26	+2.34K	0.12%
Advisory Alpha, LLC	15.37K	Jun 30, 26	+10.90K	0.12%
Tempus Wealth Planning, LLC	14.53K	Jun 30, 26	+14.53K	0.11%
RVW Wealth, LLC	14.02K	Jun 30, 26	+527	0.11%
Onyx Bridge Wealth Group LLC	12.60K	Jun 30, 26	+7.44K	0.10%
Steward Partners Investment Advisory, LLC	12.28K	Jun 30, 26	-3.33K	0.10%
NewEdge Advisors, LLC	11.55K	Jun 30, 26	-1.33K	0.09%
Sigma Planning Corp	11.08K	Jun 30, 26	+131	0.09%
CITADEL ADVISORS LLC	9.54K	Jun 30, 26	-932	0.07%
FMR LLC	8.52K	Jun 30, 26	+1.96K	0.07%
Prospera Financial Services Inc	8.39K	Jun 30, 26	+419	0.07%
Brinker Capital Investments, LLC	8.12K	Jun 30, 26	--	0.06%
ROYAL BANK OF CANADA	8.05K	Jun 30, 26	-3.38K	0.06%
Fermata Advisors, LLC	7.40K	Jun 30, 26	+58	0.06%
HighTower Advisors, LLC	7.28K	Jun 30, 26	+24	0.06%
Eaton Financial Holdings Company, LLC	7.04K	Jun 30, 26	--	0.05%
Allworth Financial LP	6.82K	Jun 30, 26	-954	0.05%
Well Done, LLC	6.63K	Jun 30, 26	+595	0.05%
TITLEIST ASSET MANAGEMENT, LLC	6.32K	Jun 30, 26	--	0.05%
IFG Advisory, LLC	5.87K	Jun 30, 26	+5.87K	0.05%
Dakota Wealth Management	5.76K	Jun 30, 26	-11	0.04%
Stratos Wealth Partners, LTD.	5.56K	Jun 30, 26	+1	0.04%
Centric Wealth Management	5.30K	Jun 30, 26	--	0.04%
Sound Income Strategies, LLC	5.26K	Jun 30, 26	--	0.04%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.25K	Jun 30, 26	-3.97K	0.04%
AQR CAPITAL MANAGEMENT LLC	5.03K	Jun 30, 26	+5.03K	0.04%
FLORIDA FINANCIAL ADVISORS, LLC	4.81K	Jun 30, 26	+4.81K	0.04%
SRS Capital Advisors, Inc.	4.78K	Jun 30, 26	+1.77K	0.04%
PRINCIPAL SECURITIES, INC.	4.59K	Jun 30, 26	+603	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	4.33K	Jun 30, 26	--	0.03%
Redhawk Wealth Advisors, Inc.	4.31K	Jun 30, 26	-88	0.03%
Narus Financial Partners, LLC	4.30K	Jun 30, 26	-3.00K	0.03%
Raub Brock Capital Management LP	4.05K	Jun 30, 26	+4.05K	0.03%
Dynamic Advisor Solutions LLC	4.03K	Jun 30, 26	+97	0.03%
Farther Finance Advisors, LLC	3.76K	Jun 30, 26	-1.39K	0.03%
M.E. ALLISON & CO., INC.	3.66K	Jun 30, 26	--	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.65K	Jun 30, 26	--	0.03%
Hughes Financial Services, LLC	2.55K	Jun 30, 26	--	0.02%
Global Retirement Partners, LLC	2.30K	Jun 30, 26	+2.30K	0.02%
MORGAN STANLEY	2.29K	Jun 30, 26	+1.47K	0.02%
JPMORGAN CHASE & CO	2.15K	Jun 30, 26	+1.50K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	1.34K	Jun 30, 26	+1.34K	0.01%
HARBOUR INVESTMENTS, INC.	1.29K	Jun 30, 26	+5	0.01%
AE Wealth Management LLC	781	Jun 30, 26	-16	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	750	Jun 30, 26	--	0.01%
Knuff & Co LLC	723	Jun 30, 26	--	0.01%
HIGHLINE WEALTH PARTNERS LLC	493	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	288	Jun 30, 26	-118	0.00%
Millstone Evans Group, LLC	260	Jun 30, 26	--	0.00%
ASSETMARK, INC	205	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	135	Jun 30, 26	+135	0.00%
Russell Investments Group, Ltd.	49	Jun 30, 26	-7	0.00%
HHM Wealth Advisors, LLC	42	Jun 30, 26	+42	0.00%
Atlantic Union Bankshares Corp	3	Jun 30, 26	--	0.00%
BlackRock, Inc.	1	Jun 30, 26	--	0.00%
Independent Advisor Alliance	--	Jun 30, 26	-71.73K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-8.41K	--
Western Wealth Management, LLC	--	Jun 30, 26	-90	--
UBS Group AG	--	Jun 30, 26	-741	--
GTS SECURITIES LLC	--	Jun 30, 26	-51.24K	--
Valued Retirements, Inc.	--	Jun 30, 26	-8.45K	--
CITIGROUP INC	--	Jun 30, 26	-1	--
Richmond Investment Services, LLC	--	Jun 30, 26	-4.49K	--
CWM, LLC	701.42K	Mar 31, 26	+33.56K	5.46%
Beacon Pointe Advisors, LLC	206.65K	Mar 31, 26	+27.26K	1.61%
McIlrath & Eck, LLC	155.03K	Mar 31, 26	+5.80K	1.21%
Synergy Investment Management, LLC	59.09K	Mar 31, 26	+12.07K	0.46%
BANK OF AMERICA CORP /DE/	42.48K	Mar 31, 26	+1.70K	0.33%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.06K	Mar 31, 26	-3.98K	0.10%
Kingsview Wealth Management, LLC	8.77K	Mar 31, 26	-403	0.07%
Equitable Holdings, Inc.	7.56K	Mar 31, 26	-3.71K	0.06%
CENTAURUS FINANCIAL, INC.	2.39K	Mar 31, 26	--	0.02%
Parvin Asset Management, LLC	1.30K	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	940	Mar 31, 26	--	0.01%
Prosperity Wealth Management, Inc.	123.10K	Dec 31, 25	-5.68K	0.96%
AIFG Consultants Ltd.	36.45K	Dec 31, 25	+4.25K	0.28%
Lokken Investment Group LLC	8.59K	Sep 30, 25	-2.10K	0.07%
Atria Wealth Solutions, Inc.	7.78K	Jun 30, 25	+115	0.06%
AVANTAX ADVISORY SERVICES, INC.	3.90K	Jun 30, 25	-809	0.03%
Aveo Capital Partners, LLC	607.88K	Mar 31, 25	+76.05K	4.73%
Orion Portfolio Solutions, LLC	19.01K	Mar 31, 25	+19.01K	0.15%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-38.92K	--
Raymond James Financial Services Advisors, Inc.	242.47K	Sep 30, 24	-6.92K	1.89%
Bridge Advisory, LLC	110.77K	Sep 30, 24	+348	0.86%
Cetera Advisor Networks LLC	8.71K	Mar 31, 24	+8.71K	0.07%
Cetera Advisors LLC	5.17K	Mar 31, 24	+5.17K	0.04%
Truadvice, LLC	77.81K	Sep 30, 23	+11.86K	0.61%
PFS INVESTMENTS INC.	--	Jun 30, 23	-5.83K	--
B. Riley Wealth Management, Inc.	5.80K	Jun 30, 22	--	0.05%

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Market Movers

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Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

1.78M

Jun 30, 26

+277.27K

13.89%

ENVESTNET ASSET MANAGEMENT INC

859.47K

Jun 30, 26

-40.13K

6.69%

Rockefeller Capital Management L.P.

695.79K

Jun 30, 26

+20.35K

5.42%

Alpine Bank Wealth Management

590.59K

Jun 30, 26

+590.59K

4.60%

Intelligence Driven Advisers, LLC

559.70K

Jun 30, 26

+9.67K

4.36%

ADVISOR GROUP HOLDINGS, INC.

446.01K

Jun 30, 26

-2.16K

3.47%

RAYMOND JAMES FINANCIAL INC

251.56K

Jun 30, 26

+11.39K

1.96%

ARQ WEALTH ADVISORS, LLC

247.53K

Jun 30, 26

+44.20K

1.93%

Merit Financial Group, LLC

246.49K

Jun 30, 26

+1.64K

1.92%

Kestra Advisory Services, LLC

242.71K

Jun 30, 26

-27.58K

1.89%

Berkeley, Inc

233.73K

Jun 30, 26

+17.35K

1.82%

HighPoint Advisor Group LLC

225.29K

Jun 30, 26

-43.65K

1.75%

MML INVESTORS SERVICES, LLC

187.45K

Jun 30, 26

-9.28K

1.46%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

174.43K

Jun 30, 26

+133.81K

1.36%

Lighthouse Wealth Management Inc.

171.96K

Jun 30, 26

-2.61K

1.34%

COMMONWEALTH EQUITY SERVICES, LLC

137.76K

Jun 30, 26

+53.44K

1.07%

BYRNE FINANCIAL FREEDOM, LLC

124.93K

Jun 30, 26

-2.89K

0.97%

PFG Advisors

124.27K

Jun 30, 26

+10.85K

0.97%

Geneos Wealth Management Inc.

103.08K

Jun 30, 26

+77

0.80%

Cambridge Investment Research Advisors, Inc.

96.20K

Jun 30, 26

-3.46K

0.75%

Tandem Financial, LLC

93.28K

Jun 30, 26

+4.66K

0.73%

Professional Financial Advisors, LLC

75.83K

Jun 30, 26

+1.27K

0.59%

Pensionmark Financial Group, LLC

69.97K

Jun 30, 26

0.54%

Synergy Investment Management, LLC

59.09K

Jun 30, 26

0.46%

Cetera Investment Advisers

57.67K

Jun 30, 26

+3.63K

0.45%

Nova Wealth Management, Inc.

56.62K

Jun 30, 26

+3.38K

0.44%

GOLDMAN SACHS GROUP INC

50.12K

Jun 30, 26

-16.87K

0.39%

BANK OF AMERICA CORP /DE/

48.94K

Jun 30, 26

+6.46K

0.38%

Integrated Wealth Concepts LLC

39.99K

Jun 30, 26

+28.93K

0.31%

Eagle Strategies LLC

36.30K

Jun 30, 26

+3.04K

0.28%

Sovereign Financial Group, Inc.

33.28K

Jun 30, 26

-746

0.26%

Advyzon Investment Management, LLC

29.03K

Jun 30, 26

+894

0.23%

OneAscent Financial Services LLC

27.74K

Jun 30, 26

+27.74K

0.22%

CoreCap Advisors, LLC

27.01K

Jun 30, 26

-1.14K

0.21%

CCG WEALTH MANAGEMENT, LLC

26.99K

Jun 30, 26

-97

0.21%

Larson Financial Group LLC

25.67K

Jun 30, 26

+1.41K

0.20%

Breakwater Capital Group

25.07K

Jun 30, 26

-406

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.54K

Jun 30, 26

+115

0.18%

RFG - Bristol Wealth Advisors, LLC

19.79K

Jun 30, 26

-861

0.15%

Foguth Wealth Management, LLC.

19.68K

Jun 30, 26

-12.75K

0.15%

Centerpoint Advisory Group

18.68K

Jun 30, 26

-292

0.15%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.40K

Jun 30, 26

+2.34K

0.12%

Advisory Alpha, LLC

15.37K

Jun 30, 26

+10.90K

0.12%

Tempus Wealth Planning, LLC

14.53K

Jun 30, 26

+14.53K

0.11%

RVW Wealth, LLC

14.02K

Jun 30, 26

+527

0.11%

Onyx Bridge Wealth Group LLC

12.60K

Jun 30, 26

+7.44K

0.10%

Steward Partners Investment Advisory, LLC

12.28K

Jun 30, 26

-3.33K

0.10%

NewEdge Advisors, LLC

11.55K

Jun 30, 26

-1.33K

0.09%

Sigma Planning Corp

11.08K

Jun 30, 26

+131

0.09%

CITADEL ADVISORS LLC

9.54K

Jun 30, 26

-932

0.07%

FMR LLC

8.52K

Jun 30, 26

+1.96K

0.07%

Prospera Financial Services Inc

8.39K

Jun 30, 26

+419

0.07%

Brinker Capital Investments, LLC

8.12K

Jun 30, 26

0.06%

ROYAL BANK OF CANADA

8.05K

Jun 30, 26

-3.38K

0.06%

Fermata Advisors, LLC

7.40K

Jun 30, 26

+58

0.06%

HighTower Advisors, LLC

7.28K

Jun 30, 26

+24

0.06%

Eaton Financial Holdings Company, LLC

7.04K

Jun 30, 26

0.05%

Allworth Financial LP

6.82K

Jun 30, 26

-954

0.05%

Well Done, LLC

6.63K

Jun 30, 26

+595

0.05%

TITLEIST ASSET MANAGEMENT, LLC

6.32K

Jun 30, 26

0.05%

IFG Advisory, LLC

5.87K

Jun 30, 26

+5.87K

0.05%

Dakota Wealth Management

5.76K

Jun 30, 26

-11

0.04%

Stratos Wealth Partners, LTD.

5.56K

Jun 30, 26

0.04%

Centric Wealth Management

5.30K

Jun 30, 26

0.04%

Sound Income Strategies, LLC

5.26K

Jun 30, 26

0.04%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.25K

Jun 30, 26

-3.97K

0.04%

AQR CAPITAL MANAGEMENT LLC

5.03K

Jun 30, 26

+5.03K

0.04%

FLORIDA FINANCIAL ADVISORS, LLC

4.81K

Jun 30, 26

+4.81K

0.04%

SRS Capital Advisors, Inc.

4.78K

Jun 30, 26

+1.77K

0.04%

PRINCIPAL SECURITIES, INC.

4.59K

Jun 30, 26

+603

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

4.33K

Jun 30, 26

0.03%

Redhawk Wealth Advisors, Inc.

4.31K

Jun 30, 26

-88

0.03%

Narus Financial Partners, LLC

4.30K

Jun 30, 26

-3.00K

0.03%

Raub Brock Capital Management LP

4.05K

Jun 30, 26

+4.05K

0.03%

Dynamic Advisor Solutions LLC

4.03K

Jun 30, 26

+97

0.03%

Farther Finance Advisors, LLC

3.76K

Jun 30, 26

-1.39K

0.03%

M.E. ALLISON & CO., INC.

3.66K

Jun 30, 26

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.65K

Jun 30, 26

0.03%

Hughes Financial Services, LLC

2.55K

Jun 30, 26

0.02%

Global Retirement Partners, LLC

2.30K

Jun 30, 26

+2.30K

0.02%

MORGAN STANLEY

2.29K

Jun 30, 26

+1.47K

0.02%

JPMORGAN CHASE & CO

2.15K

Jun 30, 26

+1.50K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

1.34K

Jun 30, 26

+1.34K

0.01%

HARBOUR INVESTMENTS, INC.

1.29K

Jun 30, 26

0.01%

AE Wealth Management LLC

781

Jun 30, 26

-16

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

750

Jun 30, 26

0.01%

Knuff & Co LLC

723

Jun 30, 26

0.01%

HIGHLINE WEALTH PARTNERS LLC

493

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

288

Jun 30, 26

-118

0.00%

Millstone Evans Group, LLC

260

Jun 30, 26

0.00%

ASSETMARK, INC

205

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

135

Jun 30, 26

+135

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-7

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

+42

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

Independent Advisor Alliance

Jun 30, 26

-71.73K

JANE STREET GROUP, LLC

Jun 30, 26

-8.41K

Western Wealth Management, LLC

Jun 30, 26

-90

UBS Group AG

Jun 30, 26

-741

GTS SECURITIES LLC

Jun 30, 26

-51.24K

Valued Retirements, Inc.

Jun 30, 26

-8.45K

CITIGROUP INC

Jun 30, 26

-1

Richmond Investment Services, LLC

Jun 30, 26

-4.49K

CWM, LLC

701.42K

Mar 31, 26

+33.56K

5.46%

Beacon Pointe Advisors, LLC

206.65K

Mar 31, 26

+27.26K

1.61%

McIlrath & Eck, LLC

155.03K

Mar 31, 26

+5.80K

1.21%

Synergy Investment Management, LLC

59.09K

Mar 31, 26

+12.07K

0.46%

BANK OF AMERICA CORP /DE/

42.48K

Mar 31, 26

+1.70K

0.33%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.06K

Mar 31, 26

-3.98K

0.10%

Kingsview Wealth Management, LLC

8.77K

Mar 31, 26

-403

0.07%

Equitable Holdings, Inc.

7.56K

Mar 31, 26

-3.71K

0.06%

CENTAURUS FINANCIAL, INC.

2.39K

Mar 31, 26

0.02%

Parvin Asset Management, LLC

1.30K

Mar 31, 26

0.01%

Anchor Investment Management, LLC

940

Mar 31, 26

0.01%

Prosperity Wealth Management, Inc.

123.10K

Dec 31, 25

-5.68K

0.96%

AIFG Consultants Ltd.

36.45K

Dec 31, 25

+4.25K

0.28%

Lokken Investment Group LLC

8.59K

Sep 30, 25

-2.10K

0.07%

Atria Wealth Solutions, Inc.

7.78K

Jun 30, 25

+115

0.06%

AVANTAX ADVISORY SERVICES, INC.

3.90K

Jun 30, 25

-809

0.03%

Aveo Capital Partners, LLC

607.88K

Mar 31, 25

+76.05K

4.73%

Orion Portfolio Solutions, LLC

19.01K

Mar 31, 25

+19.01K

0.15%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-38.92K

Raymond James Financial Services Advisors, Inc.

242.47K

Sep 30, 24

-6.92K

1.89%

Bridge Advisory, LLC

110.77K

Sep 30, 24

+348

0.86%

Cetera Advisor Networks LLC

8.71K

Mar 31, 24

+8.71K

0.07%

Cetera Advisors LLC

5.17K

Mar 31, 24

+5.17K

0.04%

Truadvice, LLC

77.81K

Sep 30, 23

+11.86K

0.61%

PFS INVESTMENTS INC.

Jun 30, 23

-5.83K

B. Riley Wealth Management, Inc.

5.80K

Jun 30, 22

0.05%