Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J742RAFI STRATGIC USIUSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
104
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 1.51M | $87.30M |
| 2 | Envestnet Asset Management Inc | 899.6K | $52.10M |
| 3 | Cwm, LLC | 701.4K | $40.62M |
| 4 | Rockefeller Capital Management L.P. | 675.4K | $39.12M |
| 5 | Intelligence Driven Advisers, LLC | 550.0K | $31.85M |
| 6 | Osaic Holdings, Inc. | 448.2K | $25.96M |
| 7 | Kestra Advisory Services, LLC | 270.3K | $15.65M |
| 8 | Highpoint Advisor Group LLC | 268.9K | $15.58M |
| 9 | Merit Financial Group, LLC | 244.8K | $14.18M |
| 10 | Raymond James Financial Inc | 240.2K | $13.91M |