Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J742RAFI STRATGIC USIUSQ1 2026
Institutional Holders
104
13F filers
Shares Held
8.75M
Aggregate institutional
Institutional Value
$499.87M
Q1 2026
Net New Holders
+8
13 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased37
Decreased42
Sold out5
Institutional Holders
104 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.51M | $87.30M | −514 | Reduced |
| 2 | Envestnet Asset Management Inc | 899.6K | $52.10M | +86.4K | Added |
| 3 | Cwm, LLC | 701.4K | $40.62M | +33.6K | Added |
| 4 | Rockefeller Capital Management L.P. | 675.4K | $39.12M | +4.2K | Added |
| 5 | Intelligence Driven Advisers, LLC | 550.0K | $31.85M | −112.7K | Reduced |
| 6 | Osaic Holdings, Inc. | 448.2K | $25.96M | −45.8K | Reduced |
| 7 | Kestra Advisory Services, LLC | 270.3K | $15.65M | +16.4K | Added |
| 8 | Highpoint Advisor Group LLC | 268.9K | $15.58M | −79.9K | Reduced |
| 9 | Merit Financial Group, LLC | 244.8K | $14.18M | +5.0K | Added |
| 10 | Raymond James Financial Inc | 240.2K | $13.91M | −18.0K | Reduced |
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