INVESCO EXCH TRD SLF IDX FD (IUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
102
Reporting holders
$595.0M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $117.0M | 1,784,665 | 0.03% | 20q | +18.4%+$18.2M |
| ENVESTNET ASSET MANAGEMENT INC | $56.4M | 859,466 | 0.01% | 15q | -4.5%-$2.6M |
| Rockefeller Capital Management L.P. | $45.6M | 695,790 | 0.07% | 7q | +3.0%+$1.3M |
| Alpine Bank Wealth Management | $38.7M | 590,590 | 4.97% | new | NEW |
| Intelligence Driven Advisers, LLC | $36.7M | 559,703 | 5.96% | 10q | +1.8%+$634.3K |
| Merit Financial Group, LLC | $32.3M | 492,974 | 0.10% | 16q | +101.3%+$16.3M |
| OSAIC HOLDINGS, INC. | $29.3M | 446,010 | 0.03% | 22q | HELD |
| ARQ WEALTH ADVISORS, LLC | $16.6M | 247,525 | 2.05% | 10q | +21.7%+$3.0M |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 251,557 | 0.00% | 7q | +4.7%+$747.0K |
| Kestra Advisory Services, LLC | $15.9M | 242,705 | 0.05% | 12q | -10.2%-$1.8M |
| Berkeley, Inc | $15.3M | 233,733 | 4.81% | 5q | +8.0%+$1.1M |
| HighPoint Advisor Group LLC | $14.8M | 225,295 | 0.52% | 3q | -16.2%-$2.9M |
| Beacon Pointe Advisors, LLC | $14.5M | 221,390 | 0.07% | 4q | +7.1%+$966.8K |
| MML INVESTORS SERVICES, LLC | $12.3M | 187,449 | 0.03% | 15q | -4.7%-$608.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.4M | 174,426 | 0.01% | 10q | +329.4%+$8.8M |
| Lighthouse Wealth Management Inc. | $11.3M | 171,964 | 7.00% | 7q | -1.5%-$171.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 137,761 | 0.01% | 13q | +63.4%+$3.5M |
| BYRNE FINANCIAL FREEDOM, LLC | $8.2M | 124,932 | 3.20% | 7q | -2.3%-$189.7K |
| PFG Advisors | $8.1M | 124,271 | 0.41% | 13q | +9.6%+$711.8K |
| Geneos Wealth Management Inc. | $6.8M | 103,084 | 0.14% | 18q | HELD |
| Tandem Financial, LLC | $6.1M | 93,281 | 1.84% | 2q | +5.3%+$305.5K |
| Professional Financial Advisors, LLC | $5.0M | 75,825 | 0.86% | 2q | +1.7%+$83.2K |
| World Investment Advisors | $4.1M | 69,973 | 0.07% | 8q | HELD |
| Synergy Investment Management, LLC | $3.9M | 59,091 | 0.94% | 4q | HELD |
| Cetera Investment Advisers | $3.8M | 57,670 | 0.00% | 11q | +6.7%+$237.8K |
| Nova Wealth Management, Inc. | $3.7M | 56,618 | 2.05% | 7q | +6.3%+$221.5K |
| GOLDMAN SACHS GROUP INC | $3.3M | 50,115 | 0.00% | 6q | -25.2%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $3.2M | 48,940 | 0.00% | 12q | +15.2%+$423.6K |
| Integrated Wealth Concepts LLC | $2.6M | 39,986 | 0.01% | 2q | +261.8%+$1.9M |
| Eagle Strategies LLC | $2.4M | 36,301 | 0.24% | 4q | +9.1%+$199.6K |
| Sovereign Financial Group, Inc. | $2.2M | 33,282 | 0.33% | 8q | -2.2%-$48.9K |
| Vantus Wealth LLC | $1.9M | 29,059 | 1.02% | 2q | +4.6%+$84.1K |
| Advyzon Investment Management, LLC | $1.9M | 29,030 | 0.14% | 4q | +3.2%+$58.6K |
| OneAscent Financial Services LLC | $1.8M | 27,743 | 0.09% | new | NEW |
| CoreCap Advisors, LLC | $1.8M | 27,009 | 0.05% | 16q | -4.0%-$74.5K |
| CCG WEALTH MANAGEMENT, LLC | $1.8M | 26,991 | 0.41% | 3q | HELD |
| Larson Financial Group LLC | $1.7M | 25,667 | 0.04% | 9q | +5.8%+$92.5K |
| Breakwater Capital Group | $1.6M | 25,072 | 0.20% | 7q | -1.6%-$26.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 22,536 | 0.00% | 12q | +0.5%+$7.7K |
| Foguth Wealth Management, LLC. | $1.3M | 19,675 | 0.15% | 8q | -62.5%-$2.2M |
| RFG - Bristol Wealth Advisors, LLC | $1.3M | 19,791 | 0.31% | 7q | -4.2%-$56.5K |
| Centerpoint Advisory Group | $1.2M | 18,683 | 0.78% | 7q | -1.5%-$19.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 15,401 | 0.00% | 3q | +17.9%+$153.5K |
| Advisory Alpha, LLC | $1.0M | 15,366 | 0.02% | 2q | +244.4%+$715.1K |
| Tempus Wealth Planning, LLC | $952.9K | 14,530 | 0.19% | new | NEW |
| RVW Wealth, LLC | $919.7K | 14,024 | 0.06% | 15q | +3.9%+$34.6K |
| Onyx Bridge Wealth Group LLC | $826.0K | 12,596 | 0.07% | 4q | +144.4%+$488.1K |
| Steward Partners Investment Advisory, LLC | $805.5K | 12,283 | 0.00% | 7q | -21.3%-$218.4K |
| NewEdge Advisors, LLC | $757.6K | 11,552 | 0.00% | 8q | -10.3%-$87.3K |
| Sigma Planning Corp | $726.3K | 11,076 | 0.02% | 8q | +1.2%+$8.6K |
| CITADEL ADVISORS LLC | $625.7K | 9,541 | 0.00% | 3q | -8.9%-$61.1K |
| FMR LLC | $558.6K | 8,518 | 0.00% | 24q | +29.9%+$128.6K |
| Prospera Financial Services Inc | $550.6K | 8,392 | 0.01% | 7q | +5.3%+$27.5K |
| Orion Porfolio Solutions, LLC | $532.4K | 8,118 | 0.00% | 6q | HELD |
| ROYAL BANK OF CANADA | $528.0K | 8,054 | 0.00% | 10q | -29.5%-$221.3K |
| Fermata Advisors, LLC | $485.1K | 7,397 | 0.10% | 11q | +0.8%+$3.8K |
| HighTower Advisors, LLC | $477.7K | 7,284 | 0.00% | 5q | HELD |
| Eaton Financial Holdings Company, LLC | $461.4K | 7,035 | 0.13% | 9q | HELD |
| Allworth Financial LP | $447.0K | 6,817 | 0.00% | 7q | -12.3%-$62.6K |
| Well Done, LLC | $434.9K | 6,631 | 0.06% | 2q | +9.9%+$39.0K |
| Equitable Holdings, Inc. | $418.5K | 6,381 | 0.00% | 13q | -15.6%-$77.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $414.7K | 6,323 | 0.03% | 10q | HELD |
| IFG Advisory, LLC | $384.7K | 5,866 | 0.01% | new | NEW |
| Dakota Wealth Management | $377.9K | 5,763 | 0.01% | 3q | HELD |
| Stratos Wealth Partners, LTD. | $364.4K | 5,557 | 0.00% | 13q | HELD |
| Sound Income Strategies, LLC | $345.0K | 5,261 | 0.02% | 5q | HELD |
| Sunrise Financial Services, LLC | $338.3K | 5,159 | 0.20% | 3q | HELD |
| Centric Wealth Management | $333.1K | 5,303 | 0.05% | 8q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $329.9K | 5,030 | 0.00% | new | NEW |
| FLORIDA FINANCIAL ADVISORS, LLC | $315.5K | 4,811 | 0.05% | new | NEW |
| Arax Advisory Partners | $313.7K | 4,783 | 0.00% | 5q | +59.0%+$116.3K |
| Kingsview Wealth Management, LLC | $305.1K | 4,652 | 0.00% | 18q | -47.0%-$270.2K |
| PRINCIPAL SECURITIES, INC. | $301.0K | 4,590 | 0.00% | 11q | +15.1%+$39.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $283.9K | 4,329 | 0.01% | 6q | HELD |
| Redhawk Wealth Advisors, Inc. | $282.4K | 4,306 | 0.03% | 6q | -2.0%-$5.8K |
| Narus Financial Partners, LLC | $281.7K | 4,296 | 0.07% | 4q | -41.1%-$196.5K |
| Raub Brock Capital Management LP | $265.8K | 4,053 | 0.07% | new | NEW |
| Dynamic Advisor Solutions LLC | $264.5K | 4,033 | 0.01% | 11q | +2.5%+$6.4K |
| IFC & Insurance Marketing, Inc. | $252.9K | 3,856 | 0.22% | 3q | HELD |
| Farther Finance Advisors, LLC | $246.8K | 3,764 | 0.00% | 6q | -27.0%-$91.1K |
| M.E. ALLISON & CO., INC. | $240.2K | 3,663 | 0.14% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $239.1K | 3,646 | 0.00% | 2q | HELD |
| Hughes Financial Services, LLC | $167.4K | 2,553 | 0.02% | 6q | HELD |
| Global Retirement Partners, LLC | $151.1K | 2,304 | 0.00% | 16q | +54.1%+$53.0K |
| MORGAN STANLEY | $150.0K | 2,288 | 0.00% | 11q | +178.0%+$96.1K |
| JPMORGAN CHASE & CO | $141.3K | 2,154 | 0.00% | 13q | +229.4%+$98.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $87.9K | 1,341 | 0.00% | new | NEW |
| Parvin Asset Management, LLC | $85.6K | 1,305 | 0.07% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $84.8K | 1,293 | 0.00% | 14q | HELD |
| AE Wealth Management LLC | $51.2K | 781 | 0.00% | 7q | -2.0%-$1.0K |
| PNC Financial Services Group, Inc. | $49.2K | 750 | 0.00% | 9q | HELD |
| Knuff & Co LLC | $47.4K | 723 | 0.01% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $32.3K | 493 | 0.01% | 5q | HELD |
| VANGUARD ADVISERS INC | $18.9K | 288 | 0.00% | 2q | -29.1%-$7.7K |
| Signature Equity Partners, LLC | $17.6K | 268 | 0.01% | 3q | HELD |
| Millstone Evans Group, LLC | $17.1K | 260 | 0.01% | 7q | HELD |
| ASSETMARK, INC | $13.4K | 205 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $12.6K | 192,406 | 0.01% | 15q | +93.1%+$6.1K |
| WELLS FARGO & COMPANY/MN | $8.8K | 135 | 0.00% | 14q | HELD |
| Russell Investments Group, Ltd. | $3.2K | 49 | 0.00% | 9q | -12.5% |
Showing the largest 100 of 105 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 102 | $595.0M | 9,074,904 | 9 | 37 | 26 | 0.0% |
| Q1 2026 | 101 | $499.9M | 8,630,484 | 13 | 31 | 37 | 0.0% |
| Q4 2025 | 96 | $455.7M | 7,971,709 | 7 | 34 | 31 | 0.0% |
| Q3 2025 | 93 | $372.3M | 6,752,854 | 11 | 26 | 34 | 0.0% |
| Q2 2025 | 91 | $350.3M | 6,810,352 | 10 | 19 | 41 | 0.0% |
| Q1 2025 | 90 | $364.5M | 7,398,754 | 10 | 38 | 29 | 0.0% |
| Q4 2024 | 84 | $314.6M | 6,330,454 | 12 | 30 | 17 | 0.0% |
| Q3 2024 | 68 | $276.3M | 5,495,851 | 11 | 30 | 18 | 0.0% |
| Q2 2024 | 62 | $228.2M | 4,810,652 | 11 | 28 | 12 | 0.0% |
| Q1 2024 | 55 | $197.9M | 4,194,257 | 18 | 16 | 14 | 0.0% |
| Q4 2023 | 38 | $122.8M | 2,837,265 | 5 | 13 | 10 | 0.0% |
| Q3 2023 | 43 | $104.3M | 2,618,771 | 13 | 17 | 10 | 0.0% |
| Q2 2023 | 33 | $98.6M | 2,431,302 | 6 | 15 | 9 | 0.0% |
| Q1 2023 | 33 | $88.4M | 2,307,024 | 10 | 11 | 9 | 0.0% |
| Q4 2022 | 25 | $83.7M | 2,291,430 | 8 | 6 | 5 | 0.0% |
| Q3 2022 | 21 | $104.2M | 3,137,712 | 5 | 11 | 4 | 0.0% |
| Q2 2022 | 23 | $84.2M | 2,379,614 | 6 | 10 | 2 | 0.0% |
| Q1 2022 | 19 | $200.3M | 4,938,523 | 8 | 8 | 1 | 0.0% |
| Q4 2021 | 16 | $192.7M | 4,750,245 | 5 | 4 | 3 | 0.0% |
| Q3 2021 | 12 | $183.3M | 4,639,198 | 2 | 3 | 4 | 0.0% |
| Q2 2021 | 11 | $180.6M | 4,794,015 | 2 | 4 | 1 | 0.0% |
| Q1 2021 | 11 | $164.3M | 4,690,403 | 5 | 2 | 3 | 0.0% |
| Q4 2020 | 7 | $156.8M | 4,879,847 | 2 | 0 | 5 | 0.0% |
| Q3 2020 | 6 | $136.2M | 5,065,076 | 2 | 1 | 3 | 0.0% |
| Q2 2020 | 5 | $130.6M | 5,163,890 | 2 | 3 | 0 | 0.0% |
| Q1 2020 | 4 | $105.9M | 4,983,905 | 0 | 2 | 2 | 0.0% |
| Q4 2019 | 6 | $134.8M | 4,869,608 | 3 | 1 | 2 | 0.0% |
| Q3 2019 | 5 | $119.7M | 4,688,655 | 2 | 3 | 0 | 0.0% |
| Q2 2019 | 3 | $3.2M | 127,827 | 2 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $293.0K | 12,026 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $290.0K | 13,088 | 1 | 0 | 0 | 0.0% |