13F Insight
DOSSIER · 13F Holders · Q2 2026
IUS

INVESCO EXCH TRD SLF IDX FD

116 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J742·116 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$535M
visible holders
Holders
116
filers reporting
Concentration
21.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

116 institutions reported IUS in Q2 2026. LPL Financial LLC leads at 21.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$117M1.8M0.03%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$56M859K0.01%Q2 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$46M696K0.07%Q2 202604
CWM, LLC
CIK 0001535847
$41M701K0.11%Q1 202605
Alpine Bank Wealth Management
CIK 0001974910
$39M591K4.97%Q2 202606
Intelligence Driven Advisers, LLC
CIK 0001819955
$37M560K5.96%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$29M446K0.03%Q2 202608
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$17M248K2.05%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M252K0.00%Q2 202610
Merit Financial Group, LLC
CIK 0001621225
$16M246K0.10%Q2 202611
Kestra Advisory Services, LLC
CIK 0001830819
$16M243K0.05%Q2 202612
Berkeley, Inc
CIK 0002051965
$15M234K4.81%Q2 202613
HighPoint Advisor Group LLC
CIK 0001616034
$15M225K0.52%Q2 202614
Beacon Pointe Advisors, LLC
CIK 0001744317
$15M221K0.07%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$12M187K0.03%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M174K0.01%Q2 202617
Lighthouse Wealth Management Inc.
CIK 0002042810
$11M172K7.00%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M138K0.01%Q2 202619
McIlrath & Eck, LLC
CIK 0001701714
$9M155K0.67%Q1 202620
BYRNE FINANCIAL FREEDOM, LLC
CIK 0002063947
$8M125K3.20%Q2 2026
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