13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IUS

INVESCO EXCH TRD SLF IDX FD

115 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J742·115 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$430M
78.0% inst. owned
of float
Holders
115
-109 QoQ
filers reporting
Activity
+96 / −37
+1,013 added · −802 reduced
this quarter
Concentration
20.30%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

115 institutions reported IUS in Q1 2026. LPL Financial LLC leads at 20.3% of the visible book. -109 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$87M1.5M0.02%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$52M900K0.01%Q1 202603
CWM, LLC
CIK 0001535847
$41M701K0.11%Q1 202604
Rockefeller Capital Management L.P.
CIK 0001739439
$39M675K0.07%Q1 202605
Intelligence Driven Advisers, LLC
CIK 0001819955
$32M550K5.55%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$26M448K0.04%Q1 202607
Kestra Advisory Services, LLC
CIK 0001830819
$16M270K0.06%Q1 202608
HighPoint Advisor Group LLC
CIK 0001616034
$16M269K0.65%Q1 202609
Merit Financial Group, LLC
CIK 0001621225
$14M245K0.11%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M240K0.00%Q1 202611
Berkeley, Inc
CIK 0002051965
$13M216K4.20%Q1 202612
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M207K0.06%Q1 202613
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$12M203K2.12%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M197K0.03%Q1 202615
Lighthouse Wealth Management Inc.
CIK 0002042810
$10M175K6.87%Q1 202616
McIlrath & Eck, LLC
CIK 0001701714
$9M155K0.67%Q1 202617
BYRNE FINANCIAL FREEDOM, LLC
CIK 0002063947
$7M128K3.54%Q1 202618
Prosperity Wealth Management, Inc.
CIK 0001991463
$7M123K2.34%Q4 202519
PFG Advisors
CIK 0001694435
$7M113K0.32%Q1 202620
Geneos Wealth Management Inc.
CIK 0001764754
$6M103K0.14%Q1 2026
Page 1 of 6
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