Invesco Exchange-Traded Self-Indexed Fund Trust - IUS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 1,507,912 | 86,192 | 0.02% | 0.02% | 1 | -9,249 | -0.61% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 813,215 | 46,483 | 0.01% | 0.01% | 2 | +40,726 | 5.27% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 671,230 | 38,367 | 0.07% | 0.0% | 3 | +665,308 | 11234.52% | Q4 2025 | Mar 16, 2026 |
| CWM, LLC | History | Added to | 667,862 | 38,175 | 0.1% | 0.1% | 4 | +42,278 | 6.76% | Q4 2025 | Jan 26, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 662,742 | 37,882 | 5.42% | 5.03% | 5 | +4,983 | 0.76% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 493,937 | 28,235 | 0.04% | 0.04% | 6 | +11,666 | 2.42% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 258,160 | 14,756 | 0.0% | 0.0% | 7 | -990 | -0.38% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 253,856 | 14,510 | 0.06% | 0.06% | 8 | +4,689 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 239,878 | 13,711 | 0.11% | 0.12% | 9 | -1,980 | -0.82% | Q4 2025 | Jan 26, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 196,792 | 11,248 | 3.04% | 3.21% | 10 | +218 | 0.11% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 179,390 | 10,254 | 0.07% | 0.07% | 11 | +27,510 | 18.11% | Q4 2025 | Feb 18, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 169,898 | 9,711 | 6.63% | 7.59% | 12 | +461 | 0.27% | Q4 2025 | Jan 15, 2026 |
| Berkeley, Inc | History | Added to | 160,885 | 9,196 | 2.92% | 2.07% | 13 | +44,479 | 38.21% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 156,866 | 8,966 | 0.0% | 0.0% | 14 | -67,881 | -30.2% | Q4 2025 | Mar 25, 2026 |
| McIlrath & Eck, LLC | History | Added to | 149,237 | 8,530 | 0.79% | 0.78% | 15 | +13,119 | 9.64% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 135,858 | 7,765 | 0.02% | 0.02% | 16 | +9,298 | 7.35% | Q4 2025 | Feb 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 125,314 | 7,162 | 3.29% | 3.47% | 17 | -841 | -0.67% | Q4 2025 | Feb 04, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 123,101 | 7,036 | 2.34% | — | 18 | +123,101 | New | Q4 2025 | Mar 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 108,090 | 6,178 | 0.15% | 0.15% | 19 | +2,612 | 2.48% | Q4 2025 | Jan 28, 2026 |
| PFG Advisors | History | Added to | 108,036 | 6,175 | 0.3% | 0.21% | 20 | +13,823 | 14.67% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 96,115 | 5,494 | 0.01% | 0.01% | 21 | +6,258 | 6.96% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,461 | 3,970 | 0.01% | 0.01% | 22 | -4,906 | -6.6% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 67,498 | 3,858 | 0.06% | 0.07% | 23 | +4,911 | 7.85% | Q4 2025 | Mar 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 54,094 | 3,092 | 0.0% | 0.0% | 24 | -4,982 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 52,423 | 3,012 | 0.47% | — | 25 | +52,423 | New | Q4 2025 | Jan 05, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 52,104 | 2,978 | 0.83% | 0.97% | 26 | -8,441 | -13.94% | Q4 2025 | Jan 23, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 47,499 | 2,715 | 1.86% | 1.73% | 27 | +2,877 | 6.45% | Q4 2025 | Jan 14, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 47,014 | 2,687 | 0.95% | 1.05% | 28 | -2,754 | -5.53% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 40,848 | 2,334 | 0.0% | 0.0% | 29 | -3,727 | -8.36% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 40,780 | 2,330 | 0.0% | 0.0% | 30 | +3,220 | 8.57% | Q4 2025 | Feb 17, 2026 |
| AIFG Consultants Ltd. | History | Added to | 36,446 | 2,083 | 3.58% | 3.13% | 31 | +4,250 | 13.2% | Q4 2025 | Feb 04, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 33,987 | 1,942 | 0.33% | 0.36% | 32 | -565 | -1.64% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 30,184 | 1,725 | 0.06% | 0.06% | 33 | -681 | -2.21% | Q4 2025 | Jan 13, 2026 |
| Eagle Strategies LLC | History | Added to | 29,848 | 1,706 | 0.22% | 0.17% | 34 | +6,436 | 27.49% | Q4 2025 | Jan 23, 2026 |
| Capital Developers, LLC | History | New | 27,857 | 1,592 | 1.43% | — | 35 | +27,857 | New | Q4 2025 | Jan 30, 2026 |
| Vantus Wealth LLC | History | New | 27,777 | 1,587 | 1.17% | — | 36 | +27,777 | New | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 26,855 | 1,535 | 0.18% | 0.07% | 37 | +19,674 | 273.97% | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | Added to | 25,160 | 1,438 | 0.2% | 0.2% | 38 | +548 | 2.23% | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,941 | 1,338 | 0.0% | 0.0% | 39 | -316 | -1.36% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 23,127 | 1,321 | 0.04% | 0.04% | 40 | +1,639 | 7.63% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Reduced | 19,869 | 1,135 | 0.05% | 0.06% | 41 | -3,290 | -14.21% | Q4 2025 | Feb 10, 2026 |
| Centerpoint Advisory Group | History | Reduced | 19,490 | 1,114 | 0.86% | 0.87% | 42 | -750 | -3.71% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,754 | 1,014 | 0.01% | 0.01% | 43 | -127 | -0.71% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,296 | 988 | 0.01% | 0.01% | 44 | -10,831 | -38.51% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,035 | 973 | 0.0% | — | 45 | +17,035 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,448 | 882 | 0.0% | 0.01% | 46 | -6,278 | -28.9% | Q4 2025 | Feb 18, 2026 |
| RVW Wealth, LLC | History | Reduced | 14,256 | 814 | 0.06% | 0.06% | 47 | -100 | -0.7% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,242 | 756 | 0.0% | — | 48 | +13,242 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 11,321 | 647 | 0.02% | 0.02% | 49 | +391 | 3.58% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,315 | 646 | 0.0% | — | 50 | +11,315 | New | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 11,269 | 644 | 0.0% | 0.01% | 51 | -2,487 | -18.08% | Q4 2025 | Feb 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 10,067 | 575 | 0.15% | 0.16% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 9,189 | 525 | 0.03% | 0.03% | 53 | +30 | 0.33% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 9,174 | 524 | 0.01% | 0.01% | 54 | -284 | -3.0% | Q4 2025 | Feb 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 8,681 | 496 | 0.05% | 0.05% | 55 | +154 | 1.81% | Q4 2025 | Feb 18, 2026 |
| Narus Financial Partners, LLC | History | Added to | 8,247 | 471 | 0.13% | 0.12% | 56 | +201 | 2.5% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,008 | 457 | 0.01% | 0.01% | 57 | +551 | 7.39% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 7,688 | 439 | 0.0% | — | 58 | +7,688 | New | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,417 | 423 | 0.0% | 0.0% | 59 | +1,267 | 20.6% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,131 | 408 | 0.0% | — | 60 | +7,131 | New | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 7,005 | 400 | 0.1% | 0.1% | 61 | -282 | -3.87% | Q4 2025 | Jan 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 6,885 | 393 | 0.03% | 0.03% | 62 | -373 | -5.14% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | New | 6,413 | 366 | 0.01% | — | 63 | +6,413 | New | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 6,357 | 363 | 0.0% | 0.0% | 64 | +4,000 | 169.71% | Q4 2025 | Feb 17, 2026 |
| Centric Wealth Management | History | Added to | 5,658 | 338 | 0.07% | 0.07% | 65 | +33 | 0.59% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,775 | 330 | 0.0% | 0.0% | 66 | -24 | -0.41% | Q4 2025 | Jan 20, 2026 |
| Sunrise Financial Services, LLC | History | New | 5,441 | 311 | 0.23% | — | 67 | +5,441 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,261 | 310 | 0.01% | — | 68 | +5,260 | 526000.0% | Q4 2025 | Jan 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,400 | 308 | 0.1% | 0.1% | 69 | -581 | -9.71% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,156 | 294 | 0.0% | 0.0% | 70 | -257 | -4.75% | Q4 2025 | Jan 23, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 4,726 | 270 | 0.18% | 0.21% | 71 | -769 | -13.99% | Q4 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,503 | 257 | 0.0% | 0.0% | 72 | +210 | 4.89% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 4,476 | 256 | 0.25% | — | 74 | +4,476 | New | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | No change | 4,494 | 256 | 0.04% | 0.05% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,377 | 250 | 0.03% | 0.02% | 75 | +747 | 20.58% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,202 | 240 | 0.01% | 0.01% | 76 | +325 | 8.38% | Q4 2025 | Jan 09, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 4,166 | 238 | 0.1% | — | 77 | +4,166 | New | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | No change | 4,058 | 233 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,993 | 228 | 0.0% | 0.0% | 79 | +27 | 0.68% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Added to | 3,004 | 171 | 0.0% | 0.0% | 80 | +5 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2,553 | 145 | 0.02% | 0.01% | 81 | +938 | 58.08% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,390 | 137 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,495 | 85 | 0.0% | 0.0% | 83 | +5 | 0.34% | Q4 2025 | Feb 06, 2026 |
| Parvin Asset Management, LLC | History | No change | 1,305 | 74 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,237 | 70 | 0.0% | 0.0% | 85 | +5 | 0.41% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 940 | 53 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 42 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | No change | 646 | 36 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 562 | 32 | 0.0% | 0.0% | 89 | -1,673 | -74.85% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 548 | 31 | 0.0% | 0.0% | 90 | -1 | -0.18% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 493 | 28 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 441 | 25 | 0.0% | — | 92 | +441 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 405 | 23 | 0.0% | 0.0% | 93 | -685 | -62.84% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Reduced | 395 | 22 | 0.0% | 0.0% | 94 | -15 | -3.66% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 291 | 16 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 266 | 15 | 0.01% | — | 96 | +266 | New | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 260 | 14 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -74,597 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,882 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,260 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -4,214 | -100.0% | Q3 2025 | Dec 10, 2025 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,051 | -100.0% | Q3 2025 | Nov 12, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Atlantic Union Bankshares Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |