Invesco Rafi Strategic US ET ETF (IUS): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IUS for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 105

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$65.58

+13.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IUS (all 13F filers)

LPL Financial1.8 MWealth adviser+277 K
Envestnet Asset Management859 KWealth adviser−40 K
Rockefeller Capital Management696 KWealth adviser+20 K
Alpine Bank Wealth Management591 KWealth adviser+591 K
Intelligence Driven Advisers560 KType not verified+9,672
Osaic Holdings446 KWealth adviser−2,159
Raymond James Financial252 KWealth adviser+11 K
ARQ Wealth Advisors248 KWealth adviser+44 K
Merit Financial Group246 KType not verified+1,644
Kestra Advisory Services243 KWealth adviser−28 K

Filer	Type
LPL Financial	Wealth adviser	1.8 M	+277 K	$117M
Envestnet Asset Management	Wealth adviser	859 K	−40 K	$56.4M
Rockefeller Capital Management	Wealth adviser	696 K	+20 K	$45.6M
Alpine Bank Wealth Management	Wealth adviser	591 K	+591 K	$38.7M
Intelligence Driven Advisers	Type not verified	560 K	+9,672	$36.7M
Osaic Holdings	Wealth adviser	446 K	−2,159	$29.3M
Raymond James Financial	Wealth adviser	252 K	+11 K	$16.5M
ARQ Wealth Advisors	Wealth adviser	248 K	+44 K	$16.6M
Merit Financial Group	Type not verified	246 K	+1,644	$16.2M
Kestra Advisory Services	Wealth adviser	243 K	−28 K	$15.9M

LPL Financial
Shares
1.8 M
Change
+277 K
See more
Type
Wealth adviser
Value
$117M
Envestnet Asset Management
Shares
859 K
Change
−40 K
See more
Type
Wealth adviser
Value
$56.4M
Rockefeller Capital Management
Shares
696 K
Change
+20 K
See more
Type
Wealth adviser
Value
$45.6M
Alpine Bank Wealth Management
Shares
591 K
Change
+591 K
See more
Type
Wealth adviser
Value
$38.7M
Intelligence Driven Advisers
Shares
560 K
Change
+9,672
See more
Type
Type not verified
Value
$36.7M
Osaic Holdings
Shares
446 K
Change
−2,159
See more
Type
Wealth adviser
Value
$29.3M
Raymond James Financial
Shares
252 K
Change
+11 K
See more
Type
Wealth adviser
Value
$16.5M
ARQ Wealth Advisors
Shares
248 K
Change
+44 K
See more
Type
Wealth adviser
Value
$16.6M
Merit Financial Group
Shares
246 K
Change
+1,644
See more
Type
Type not verified
Value
$16.2M
Kestra Advisory Services
Shares
243 K
Change
−28 K
See more
Type
Wealth adviser
Value
$15.9M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗