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Disclosery

PRF INVESCO EXCHANGE TRADED FD T

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RAFI US 1000 ETF (fund)

508 managers (511 13F filers) reported a position in PRF shares at 2024-12-31, 128,424,174 shares in all. 30 filers opened a position and 20 filers sold out during the quarter.

Managers
508
13F filers
511
New
30
Added
133
Reduced
154
Sold out
20
Shares held by filers
128,424,174

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Householder Group Estate & Retirement S…23,537$949K0.71%013F-HRTimeline
Kaydan Wealth Management, Inc.23,355$942K0.31%013F-HRTimeline
Private Advisor Group, LLC22,834$921K0.01%-14,07213F-HRTimeline
BRIGHTON JONES LLC22,568$910K0.03%-1,06613F-HR/ATimeline
CHOREO, LLC22,090$891K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.21,865$882K<0.01%+60913F-HRTimeline
Sovereign Financial Group, Inc.20,997$847K0.19%+46713F-HRTimeline
Cresset Asset Management, LLC20,996$847K<0.01%-7,67413F-HRTimeline
Center for Financial Planning, Inc.20,576$830K0.11%-22213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,425$824K0.01%013F-HRTimelineGroup
SC&H Financial Advisors, Inc.20,088$810K0.17%-17913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…20,007$807K0.85%-3,70813F-HRTimeline
Summit Place Financial Advisors, LLC20,000$807K0.46%013F-HRTimeline
Evercore Wealth Management, LLC19,904$803K0.01%013F-HRTimeline
SageView Advisory Group, LLC19,614$791K0.03%+2,65913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,576$790K0.1%-7013F-HRTimeline
SkyView Investment Advisors, LLC19,415$783K0.12%013F-HRTimeline
Apexium Financial, LP19,094$770K0.05%-1,04713F-HRTimeline
WealthShield Partners, LLC19,085$770K0.11%-37013F-HRTimeline
CWM, LLCin group CWM, LLC19,043$768K<0.01%-4,40013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…18,707$755K0.02%-1,08013F-HRTimeline
Almanack Investment Partners, LLC.18,530$748K0.12%013F-HRTimeline
Cadence Bank18,520$747K0.05%-6413F-HRTimeline
WealthPlan Investment Management, LLC18,265$737K0.07%-55013F-HRTimeline
Merit Financial Group, LLC17,990$726K0.01%-1,43913F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC16,781$677K0.54%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,343$659K<0.01%-41213F-HRTimelineGroup
Western Wealth Management, LLC16,204$654K0.04%+1713F-HR/ATimeline
Paulson Wealth Management Inc.16,185$653K0.18%013F-HRTimeline
Willow Creek Wealth Management Inc.15,805$638K0.06%013F-HRTimeline
Certified Advisory Corp15,676$632K0.07%+713F-HRTimeline
Empower Advisory Group, LLC15,616$630K<0.01%+49513F-HRTimeline
MATHER GROUP, LLC.15,600$629K0.01%+6,72513F-HRTimeline
Main Street Financial Solutions, LLC15,559$628K0.06%-2,90013F-HRTimeline
Capital Investment Advisory Services, L…15,502$625K0.06%-6,85013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,461$624K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC15,290$617K0.22%013F-HRTimeline
Quadcap Wealth Management, LLC15,243$615K0.09%new13F-HRTimeline
Perennial Investment Advisors, LLC15,199$613K0.07%013F-HRTimeline
Echo Wealth Management, LLC14,923$602K0.42%-213F-HRTimeline
Pinnacle Financial Partners Inc14,792$597K0.01%013F-HRTimeline
GSG Advisors LLC14,723$594K0.19%013F-HRTimeline
West Coast Financial LLC14,597$589K0.06%-2,20113F-HRTimeline
Texas Capital Bank Wealth Management Se…14,555$587K0.06%013F-HRTimeline
Aveo Capital Partners, LLC14,371$580K0.06%+3113F-HRTimeline
Firestone Capital Management14,260$575K0.14%013F-HRTimeline
Intrua Financial, LLC14,042$566K0.09%+3,42113F-HRTimeline
Solitude Financial Services13,805$557K0.24%-3,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,577$548K0.02%-33213F-HRTimelineGroup
Sovran Advisors, LLC13,252$537K0.08%13F-HRTimeline
FOSTER & MOTLEY INC13,249$534K0.03%-7113F-HRTimeline
Diversified Enterprises, LLC12,906$521K0.05%-2,48113F-HRTimeline
Sandbox Financial Partners, LLC12,471$503K0.17%+3813F-HRTimeline
CRA Financial Services, LLC12,468$503K0.09%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,383$500K0.02%013F-HRTimeline
Schechter Investment Advisors, LLC12,333$498K0.04%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,315$497K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC12,193$492K0.42%013F-HRTimeline
RIA Advisory Group LLC12,178$491K0.17%-39013F-HRTimeline
Busey Bank12,055$486K0.02%013F-HRTimeline
Choate Investment Advisors12,000$484K0.01%new13F-HRTimeline
Clearstead Advisors, LLC11,987$484K0.01%+213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC11,846$478K0.42%013F-HRTimeline
Confluence Wealth Services, Inc.11,294$476K0.03%013F-HRTimeline
TRUEFG, LLC11,747$474K0.15%-17313F-HRTimeline
Revolve Wealth Partners, LLC11,623$469K0.07%new13F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC11,462$462K0.09%+77213F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,304$455K0.08%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,095$448K0.05%13F-HRTimeline
LJI Wealth Management, LLC11,000$444K0.09%013F-HRTimeline
Laird Norton Wetherby Wealth Management…10,830$437K0.02%013F-HRTimeline
Morling Financial Advisors, LLC10,820$436K0.15%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.10,683$431K0.04%-25013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…10,502$424K0.02%013F-HRTimeline
PRIVATE TRUST CO NA10,442$421K0.04%-6113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,246$413K0.04%+1,50513F-HRTimeline
Roundview Capital LLC10,215$412K0.03%-2513F-HRTimeline
Principia Wealth Advisory, LLC10,211$412K0.39%13F-HRTimeline
Beckerman Institutional, LLC10,036$405K0.32%013F-HRTimeline
Blue Fin Capital, Inc.9,994$403K0.07%-19213F-HRTimeline
AssuredPartners Investment Advisors, LLC9,933$401K0.08%13F-HRTimeline
SIMON QUICK ADVISORS, LLC9,680$391K0.02%+4313F-HRTimeline
SCOTIA CAPITAL INC.9,543$385K<0.01%-1,21913F-HRTimeline
TOWNSQUARE CAPITAL LLC9,404$379K<0.01%-1,06113F-HRTimeline
Aptus Capital Advisors, LLC9,275$374K<0.01%013F-HRTimeline
Summit Financial Strategies, Inc.9,239$373K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,235$373K<0.01%-30013F-HRTimelineGroup
Syverson Strege & Co9,215$372K0.12%+1613F-HRTimeline
Welch Group, LLC9,113$367K0.02%013F-HRTimeline
Sightline Wealth Advisors, LLC9,068$366K0.2%+4413F-HRTimeline
Peninsula Wealth, LLC9,000$363K0.06%013F-HRTimeline
NOVEM GROUP8,984$362K0.05%13F-HRTimeline
Tradition Wealth Management, LLC8,975$362K0.03%013F-HRTimeline
Glassman Wealth Services8,898$359K0.06%013F-HRTimeline
Aprio Wealth Management, LLC8,861$357K0.05%+613F-HRTimeline
Lion Street Advisors, LLC8,850$357K0.11%-3,58513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,800$355K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO8,700$351K0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,673$350K<0.01%new13F-HRTimelineGroup
Exchange Capital Management, Inc.8,580$346K0.05%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,578$346K<0.01%new13F-HRTimelineGroup
NWK Group, Inc.8,500$343K0.13%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,436$340K0.04%+25013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,420$340K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC8,347$338K0.01%+25813F-HRTimeline
STEPH & CO8,370$338K0.11%013F-HRTimeline
Abacus Wealth Partners, LLC8,230$332K0.05%-77013F-HRTimeline
Claro Advisors Inc.8,210$331K0.04%013F-HRTimeline
Capital Investment Advisors, LLC8,063$325K0.01%+42613F-HRTimeline
First Nebraska Trust Co8,005$323K0.03%-30013F-HRTimeline
Indiana Trust & Investment Management Co7,995$323K0.11%013F-HRTimeline
WMS Partners, LLC7,990$322K0.02%+1,64813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,850$317K<0.01%new13F-HRTimelineGroup
Financial Alternatives, Inc7,847$317K0.22%-35313F-HRTimeline
Cedar Point Capital Partners, LLC7,781$314K0.21%+2,62913F-HRTimeline
Advisory Services Network, LLC7,770$313K0.01%+6513F-HRTimeline
Global Assets Advisory, LLC7,650$308K0.17%013F-HRTimeline
Old Port Advisors7,630$308K0.09%013F-HRTimeline
SOA Wealth Advisors, LLC.7,505$303K0.06%+3713F-HR/ATimeline
Curated Wealth Partners LLC7,500$303K0.03%013F-HRTimeline
FineMark National Bank & Trust7,430$300K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.7,275$295K0.05%new13F-HRTimeline
CoreCap Advisors, LLC7,270$293K0.01%+2,79513F-HRTimeline
FLOW TRADERS U.S. LLC7,263$293K0.01%new13F-HRTimeline
DAVIDSON TRUST CO7,250$292K0.15%-36513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,204$291K0.02%-70013F-HRTimeline
Parallel Advisors, LLC7,170$289K0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.7,150$288K0.13%-21513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,111$287K0.01%-26913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,065$285K0.01%013F-HRTimelineGroup
Sonora Investment Management Group, LLC6,980$282K0.02%013F-HRTimeline
Trek Financial, LLC6,962$281K0.02%013F-HRTimeline
Vishria Bird Financial Group, LLC6,934$280K0.1%013F-HRTimeline
Efficient Frontier Advisors LLC6,734$280K0.19%+3313F-HRTimeline
Valeo Financial Advisors, LLC6,889$278K0.01%013F-HRTimeline
Paragon Capital Management Ltd6,880$278K0.06%013F-HRTimeline
Golden Bell Financial Planning LLC6,875$277K0.28%13F-HRTimeline
Forum Private Client Group LLC6,851$276K0.12%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,680$269K<0.01%-14013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,515$263K0.06%013F-HRTimeline
MBA Advisors LLC6,485$262K0.13%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,465$261K0.06%+10113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,363$257K<0.01%+15513F-HRTimeline
HARBOUR INVESTMENTS, INC.6,335$256K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,325$255K<0.01%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,316$255K0.01%new13F-HRTimelineGroup
Hara Capital LLC6,310$255K0.16%013F-HR/ATimeline
Financial Engines Advisors L.L.C.6,307$254K<0.01%+1,26513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,250$252K<0.01%+79313F-HRTimelineGroup
WealthBridge Capital Management, LLC6,182$249K0.07%+813F-HRTimeline
PKS Advisory Services, LLC6,175$249K0.06%13F-HRTimeline
Geneos Wealth Management Inc.6,110$246K0.01%013F-HRTimeline
Adero Partners, LLC6,070$245K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.6,046$244K0.02%+2013F-HRTimeline
Koshinski Asset Management, Inc.6,004$242K0.02%-17913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,000$242K0.03%013F-HRTimeline
HCR Wealth Advisors6,000$242K0.03%013F-HRTimeline
Highland Financial Advisors, LLC6,009$242K0.08%new13F-HRTimeline
Wilmington Savings Fund Society, FSB5,999$242K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC5,952$240K0.03%+2213F-HRTimeline
Genesis Wealth Advisors, LLC5,940$240K0.21%13F-HRTimeline
Laurel Wealth Planning LLC5,811$234K0.15%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,623$227K<0.01%-8,36313F-HRTimelineGroup
Breakwater Investment Management5,600$226K0.1%013F-HR/ATimeline
EQ WEALTH ADVISORS, LLC5,529$223K0.21%13F-HRTimeline
First Long Island Investors, LLC5,500$222K0.02%013F-HRTimeline
Tilson Financial Group, Inc.5,445$220K0.09%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,440$219K0.01%013F-HRTimeline
Quantinno Capital Management LP5,430$219K<0.01%new13F-HRTimeline
Traction Financial Partners, LLC5,365$216K0.17%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,343$216K0.01%+13013F-HRTimelineGroup
Midwest Financial Group LLC5,256$212K0.12%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,245$212K<0.01%013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD5,227$211K<0.01%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,208$210K<0.01%new13F-HRTimelineGroup
Insight Inv LLC5,205$210K0.15%new13F-HRTimeline
Tidemark, LLC5,199$210K0.08%+213F-HRTimeline
Fermata Advisors, LLC5,194$210K0.04%-91913F-HRTimeline
Avidian Wealth Enterprises, LLC5,192$209K0.01%+1513F-HRTimeline
Geometric Wealth Advisors5,180$209K0.04%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,081$205K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC5,040$203K0.04%new13F-HRTimeline
CapWealth Advisors, LLC5,000$202K0.02%-18813F-HRTimeline
Cherry Tree Wealth Management, LLC4,890$197K0.05%013F-HRTimeline
Armor Investment Advisors, LLC4,750$192K0.08%013F-HRTimeline
Van Hulzen Asset Management, LLC4,675$189K0.01%new13F-HRTimeline
Crewe Advisors LLC4,640$187K0.03%013F-HRTimeline
New Republic Capital, LLC4,570$184K0.12%+1913F-HRTimeline
Avior Wealth Management, LLC4,563$184K0.01%+1013F-HRTimeline
Pacific Center for Financial Services4,546$183K0.05%+213F-HRTimeline
WEBSTER BANK, N. A.4,526$183K0.02%+12113F-HRTimeline
GS Investments, Inc.4,470$180K0.08%013F-HRTimeline
CBIZ Investment Advisory Services, LLC4,110$166K0.01%013F-HRTimeline
Menard Financial Group LLC4,000$161K0.1%new13F-HRTimeline
Milestone Investment Advisors LLC4,000$161K0.04%013F-HRTimeline
AE Wealth Management LLC3,789$153K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,601$151K0.01%+25013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,668$148K0.02%+1713F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,500$141K0.27%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,475$140K0.01%013F-HRTimelineGroup