IUS — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (IUS)? 9 institutions reported holding $45.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Intelligence Driven Advisers, LLC ($38.4M), Breakwater Capital Group ($2.0M), CoreCap Advisors, LLC ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Intelligence Driven Advisers, LLC | $38.4M | 565,669 | Added |
| 2 | Breakwater Capital Group | $2.0M | 28,865 | Added |
| 3 | CoreCap Advisors, LLC | $1.7M | 25,011 | Trimmed |
| 4 | RFG - Bristol Wealth Advisors, LLC | $1.3M | 19,854 | Added |
| 5 | RVW Wealth, LLC | $958,470 | 14,134 | Added |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $426,002 | 6,282 | Trimmed |
| 7 | Sound Income Strategies, LLC | $364,451 | 5,261 | Hold |
| 8 | Farther Finance Advisors, LLC | $258,124 | 3,806 | Added |
| 9 | M.E. ALLISON & CO., INC. | $248,399 | 3,663 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30