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Disclosery

PRF INVESCO EXCHANGE TRADED FD T

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RAFI US 1000 ETF (fund)

507 managers (511 13F filers) reported a position in PRF shares at 2025-03-31, 130,187,953 shares in all. 34 filers opened a position and 27 filers sold out during the quarter.

Managers
507
13F filers
511
New
34
Added
143
Reduced
159
Sold out
27
Shares held by filers
130,187,953

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,541$911K<0.01%new13F-HR/ATimelineGroup
CHOREO, LLC22,090$893K0.01%013F-HRTimeline
Global Assets Advisory, LLC22,950$877K0.17%+15,30013F-HRTimeline
CIBC WORLD MARKET INC.21,440$866K<0.01%-42513F-HRTimeline
Cresset Asset Management, LLC21,006$849K<0.01%+1013F-HRTimeline
Sovereign Financial Group, Inc.20,972$847K0.2%-2513F-HRTimeline
IFP Advisors, Inc20,840$842K0.03%+20,42013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC20,461$827K0.15%+8,99913F-HRTimeline
Center for Financial Planning, Inc.20,439$826K0.11%-13713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,425$825K0.01%013F-HRTimelineGroup
Trust Co of the South20,122$813K0.17%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…20,007$808K0.92%013F-HRTimeline
Summit Place Financial Advisors, LLC20,000$808K0.46%013F-HRTimeline
Evercore Wealth Management, LLC19,658$794K0.01%-24613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,611$792K0.1%+3513F-HRTimeline
SkyView Investment Advisors, LLC19,390$784K0.12%-2513F-HRTimeline
Apexium Financial, LP19,094$772K0.05%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,741$757K<0.01%-34,58213F-HRTimelineGroup
Almanack Investment Partners, LLC.18,530$749K0.15%013F-HRTimeline
WealthShield Partners, LLC18,355$742K0.1%-73013F-HRTimeline
Private Advisor Group, LLC18,350$742K<0.01%-4,48413F-HRTimeline
Intrua Financial, LLC18,251$738K0.12%+4,20913F-HRTimeline
Geneos Wealth Management Inc.18,030$729K0.01%+11,92013F-HRTimeline
SageView Advisory Group, LLC17,878$722K0.03%-1,73613F-HRTimeline
Empirical Financial Services, LLC d.b.a…17,849$721K0.02%-85813F-HRTimeline
True Link Financial Advisors, LLC17,640$713K0.05%new13F-HRTimeline
SC&H Financial Advisors, Inc.17,543$709K0.14%-2,54513F-HRTimeline
Cadence Bank16,906$683K0.05%-1,61413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,393$662K<0.01%+5013F-HRTimelineGroup
Western Wealth Management, LLC16,220$655K0.04%+1613F-HRTimeline
Paulson Wealth Management Inc.16,185$654K0.18%013F-HRTimeline
Aveo Capital Partners, LLC16,522$652K0.11%+2,15113F-HRTimeline
Merit Financial Group, LLC15,990$646K0.01%-2,00013F-HRTimeline
Willow Creek Wealth Management Inc.15,805$639K0.06%013F-HRTimeline
Main Street Financial Solutions, LLC15,559$629K0.05%013F-HRTimeline
Financial Advocates Investment Manageme…15,474$625K0.04%-35,10613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,461$625K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.15,363$621K0.02%+4,26813F-HRTimeline
MATHER GROUP, LLC.15,308$619K0.01%-29213F-HRTimeline
Fortitude Family Office, LLC15,290$618K0.22%013F-HRTimeline
Quadcap Wealth Management, LLC15,243$616K0.09%013F-HRTimeline
Perennial Investment Advisors, LLC15,199$614K0.07%013F-HRTimeline
Certified Advisory Corp15,178$613K0.07%-49813F-HRTimeline
Capital Investment Advisory Services, L…14,913$603K0.05%-58913F-HRTimeline
Echo Wealth Management, LLC14,901$602K0.41%-2213F-HRTimeline
Pinnacle Financial Partners Inc14,792$598K0.01%013F-HRTimeline
Texas Capital Bank Wealth Management Se…14,555$588K0.06%013F-HRTimeline
Empower Advisory Group, LLC14,396$582K<0.01%-1,22013F-HRTimeline
West Coast Financial LLC14,358$580K0.07%-23913F-HRTimeline
Legacy Financial Group LLC14,234$575K0.09%-23513F-HRTimeline
GSG Advisors LLC14,775$568K0.19%+5213F-HRTimeline
Solitude Financial Services13,805$558K0.22%013F-HRTimeline
Diversified Enterprises, LLC13,349$539K0.05%+44313F-HRTimeline
Sovran Advisors, LLC13,530$511K0.07%+27813F-HRTimeline
Fund Evaluation Group, LLC12,602$509K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,542$507K0.02%-1,03513F-HRTimelineGroup
CRA Financial Services, LLC12,468$504K0.09%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,383$500K0.02%013F-HRTimeline
Symphony Financial, Ltd. Co.12,360$499K0.3%+5,08513F-HRTimeline
Schechter Investment Advisors, LLC12,333$498K0.04%013F-HRTimeline
FOSTER & MOTLEY INC12,318$498K0.03%-93113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,315$498K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC12,193$493K0.41%013F-HR/ATimeline
Choate Investment Advisors12,000$485K0.01%013F-HRTimeline
Clearstead Advisors, LLC11,988$484K0.01%+113F-HRTimeline
GWN SECURITIES INC.11,864$482K0.03%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC11,846$479K0.41%013F-HRTimeline
TRUEFG, LLC11,747$475K0.16%013F-HRTimeline
Revolve Wealth Partners, LLC11,623$470K0.07%013F-HRTimeline
RIA Advisory Group LLC11,384$460K0.15%-79413F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,304$456K0.08%013F-HRTimeline
Busey Bank11,105$449K0.02%-95013F-HRTimeline
CoreCap Advisors, LLC11,049$446K0.02%+3,77913F-HRTimeline
LJI Wealth Management, LLC11,000$445K0.09%013F-HRTimeline
Connecticut Wealth Management, LLC10,866$439K0.02%-66,36813F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,854$439K0.04%new13F-HRTimeline
Morling Financial Advisors, LLC10,820$437K0.15%013F-HRTimeline
Confluence Wealth Services, Inc.11,294$433K0.03%013F-HRTimeline
Sandbox Financial Partners, LLC10,329$417K0.15%-2,14213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.10,308$417K0.04%-37513F-HRTimeline
&PARTNERS10,343$414K<0.01%new13F-HRTimeline
Roundview Capital LLC10,215$413K0.03%013F-HRTimeline
Beckerman Institutional, LLC10,036$406K0.29%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,035$405K<0.01%+80013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC9,977$403K0.08%+4413F-HRTimeline
SIMON QUICK ADVISORS, LLC9,722$393K0.02%+4213F-HRTimeline
Principia Wealth Advisory, LLC10,211$393K0.38%013F-HRTimeline
Atria Wealth Solutions, Inc.9,641$390K<0.01%-17,78713F-HRTimeline
Chicago Partners Investment Group LLC9,762$386K0.01%+1,41513F-HRTimeline
Summit Financial Strategies, Inc.9,536$385K0.04%+29713F-HRTimeline
TOWNSQUARE CAPITAL LLC9,404$380K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,270$375K0.06%new13F-HRTimeline
Syverson Strege & Co9,210$372K0.12%-513F-HRTimeline
Sightline Wealth Advisors, LLC9,110$368K0.19%+4213F-HRTimeline
Welch Group, LLC9,180$368K0.02%+6713F-HRTimeline
Blue Fin Capital, Inc.9,079$367K0.07%-91513F-HRTimeline
Aptus Capital Advisors, LLC9,019$364K<0.01%-25613F-HRTimeline
NOVEM GROUP8,984$363K0.05%013F-HRTimeline
Tradition Wealth Management, LLC8,975$363K0.03%013F-HRTimeline
Capital Investment Advisors, LLC8,932$361K0.01%+86913F-HRTimeline
Glassman Wealth Services8,898$360K0.06%013F-HRTimeline
Aprio Wealth Management, LLC8,866$358K0.04%+513F-HRTimeline
SCOTIA CAPITAL INC.8,825$357K<0.01%-71813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,800$356K0.01%013F-HRTimeline
PRIVATE TRUST CO NA8,771$354K0.04%-1,67113F-HRTimeline
HM PAYSON & CO8,700$352K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,668$350K<0.01%-25,94413F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,627$349K0.01%+3,54613F-HRTimelineGroup
Plancorp, LLC8,605$348K0.01%new13F-HRTimeline
Exchange Capital Management, Inc.8,580$347K0.06%013F-HRTimeline
NWK Group, Inc.8,500$343K0.16%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,436$341K0.04%013F-HRTimeline
Cedar Point Capital Partners, LLC8,236$333K0.22%+45513F-HRTimeline
Abacus Wealth Partners, LLC8,230$333K0.05%013F-HRTimeline
Claro Advisors Inc.8,210$332K0.04%013F-HRTimeline
STEPH & CO8,190$331K0.12%-18013F-HRTimeline
First Nebraska Trust Co8,005$323K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co7,995$323K0.12%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…8,002$323K0.02%-2,50013F-HRTimeline
SCS Capital Management LLC7,955$321K<0.01%new13F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC7,906$319K<0.01%+1,22613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,876$318K<0.01%+1,55113F-HRTimelineGroup
Advisory Services Network, LLC7,770$314K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.7,540$305K0.06%+3513F-HRTimeline
Traction Financial Partners, LLC7,505$303K0.24%+2,14013F-HRTimeline
Curated Wealth Partners LLC7,500$303K0.04%013F-HRTimeline
FineMark National Bank & Trust7,430$300K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,335$296K<0.01%-1,08513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC7,235$292K0.03%-3,01113F-HRTimeline
Parallel Advisors, LLC7,141$289K0.01%-2913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,127$288K0.01%+1613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,065$285K0.01%013F-HRTimelineGroup
Koshinski Asset Management, Inc.7,037$284K0.02%+1,03313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,994$283K<0.01%-1,58413F-HRTimelineGroup
Sonora Investment Management Group, LLC6,980$282K0.02%013F-HRTimeline
Trek Financial, LLC6,962$281K0.02%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,958$281K0.02%-24613F-HRTimeline
John W. Brooker & Co., CPAs6,949$281K0.12%new13F-HRTimeline
Vishria Bird Financial Group, LLC6,934$280K0.1%013F-HRTimeline
Financial Alternatives, Inc6,920$280K0.2%-92713F-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$278K0.27%013F-HRTimeline
Forum Private Client Group LLC6,851$277K0.12%013F-HRTimeline
DAVIDSON TRUST CO6,841$276K0.13%-40913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,578$266K<0.01%-38,01913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,535$264K0.01%+20013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,515$263K0.05%013F-HRTimeline
MBA Advisors LLC6,485$262K0.13%013F-HRTimeline
Efficient Frontier Advisors LLC6,765$256K0.17%+3113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,316$255K0.01%013F-HRTimelineGroup
Lion Street Advisors, LLC6,295$254K0.08%-2,55513F-HRTimeline
PKS Advisory Services, LLC6,241$252K0.07%+6613F-HRTimeline
WealthBridge Capital Management, LLC6,191$250K0.07%+913F-HRTimeline
Adero Partners, LLC6,070$245K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.6,065$245K0.02%+1913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,000$242K0.03%013F-HRTimeline
HCR Wealth Advisors6,000$242K0.03%013F-HRTimeline
Moloney Securities Asset Management, LLC5,973$241K0.03%+2113F-HRTimeline
Genesis Wealth Advisors, LLC5,940$240K0.19%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…6,192$237K0.05%-27313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,819$235K<0.01%-54413F-HRTimeline
Laurel Wealth Planning LLC5,811$235K0.16%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,951$233K0.02%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,678$229K<0.01%-57213F-HRTimelineGroup
Breakwater Investment Management5,600$226K0.1%013F-HRTimeline
EQ WEALTH ADVISORS, LLC5,529$223K0.18%013F-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$220K0.01%013F-HRTimeline
Hara Capital LLC5,310$215K0.14%-1,00013F-HRTimeline
Midwest Financial Group LLC5,256$212K0.12%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,245$212K<0.01%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC5,206$210K<0.01%-213F-HRTimelineGroup
Insight Inv LLC5,205$210K0.14%013F-HRTimeline
Fermata Advisors, LLC5,201$210K0.04%+713F-HRTimeline
PINNACLE ASSOCIATES LTD5,200$210K<0.01%-2713F-HRTimeline
Tidemark, LLC5,200$210K0.08%+113F-HRTimeline
Geometric Wealth Advisors5,180$209K0.04%013F-HRTimeline
Baker Avenue Asset Management, LP5,162$209K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC5,087$206K0.04%new13F-HRTimeline
Collaborative Wealth Managment Inc.5,080$205K0.1%-2,07013F-HRTimeline
Financial Engines Advisors L.L.C.5,042$204K<0.01%-1,26513F-HRTimeline
LexAurum Advisors, LLC5,040$204K0.04%013F-HRTimeline
AE Wealth Management LLC5,027$203K<0.01%+1,23813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,015$203K0.01%-32813F-HRTimelineGroup
CapWealth Advisors, LLC5,000$202K0.02%013F-HRTimeline
Brown Financial Advisory4,993$202K0.13%new13F-HRTimeline
Cherry Tree Wealth Management, LLC4,890$198K0.05%013F-HRTimeline
Armor Investment Advisors, LLC4,750$192K0.08%013F-HRTimeline
LANARK FINANCIAL, INC.4,735$191K0.02%+4,73113F-HRTimeline
Crewe Advisors LLC4,640$188K0.03%013F-HRTimeline
New Republic Capital, LLC4,589$185K0.08%+1913F-HRTimeline
Pacific Center for Financial Services4,549$184K0.05%+313F-HRTimeline
WEBSTER BANK, N. A.4,526$183K0.02%013F-HRTimeline
GS Investments, Inc.4,425$179K0.08%-4513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,212$170K<0.01%+3,79613F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC4,110$166K0.01%013F-HR/ATimeline
Milestone Investment Advisors LLC4,000$162K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,685$149K0.02%+1713F-HRTimeline