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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
Mowery & Schoenfeld Wealth Management, …3,500$141K0.28%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,475$140K0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management3,409$138K0.02%+1513F-HRTimeline
NorthRock Partners, LLC3,350$135K<0.01%+61513F-HRTimeline
Balentine LLC3,240$131K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.3,000$121K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,975$120K0.01%-62613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,973$120K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,920$118K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.2,894$117K0.05%-40013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,865$116K0.01%-27013F-HRTimeline
Atlantic Edge Private Wealth Management…2,821$114K0.03%013F-HRTimeline
Sunbelt Securities, Inc.2,776$112K0.01%+41113F-HRTimeline
Sound Income Strategies, LLC2,768$112K0.01%013F-HRTimeline
IAG Wealth Partners, LLC2,639$107K0.02%+1213F-HRTimeline
Tortoise Investment Management, LLC2,578$104K0.01%013F-HR/ATimeline
Hoese & Co LLP2,570$104K0.09%013F-HRTimeline
Dunhill Financial, LLC2,551$103K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,500$101K<0.01%013F-HRTimelineGroup
Provident Wealth Management, LLC2,379$96.1K0.03%013F-HRTimeline
AdvisorNet Financial, Inc2,289$92.5K0.01%+1113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,224$89.9K<0.01%-14413F-HRTimelineGroup
OAKWORTH CAPITAL, INC.2,223$89.8K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.2,177$88K0.01%013F-HRTimeline
AllSquare Wealth Management LLC2,100$84.9K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,083$84.2K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,063$83.3K0.04%013F-HRTimeline
Sage Mountain Advisors LLC2,020$81.6K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,000$80.8K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,960$79.2K0.02%13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,935$78.2K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.1,900$76.8K<0.01%-14913F-HRTimeline
Blume Capital Management, Inc.1,836$74.2K0.02%013F-HRTimeline
Arax Advisory Partners1,735$70.1K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,550$62.6K0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.1,500$60.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,473$60K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners1,475$59K0.02%013F-HRTimeline
Legacy Bridge, LLC1,450$58.6K0.03%013F-HRTimeline
Signature Resources Capital Management,…1,422$57.5K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,375$55.6K0.03%new13F-HRTimeline
Nordwand Advisors, LLC1,375$55.6K0.02%013F-HRTimeline
Integrity Financial Corp /WA1,343$54.3K0.03%013F-HRTimeline
IMG Wealth Management, Inc.1,310$52.9K0.05%-19213F-HRTimeline
Smithfield Trust Co1,205$49K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,185$47.9K0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,120$45.3K<0.01%+513F-HRTimeline
TSFG, LLC1,115$45K0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,108$44.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,097$44.3K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,075$43.4K0.03%013F-HRTimeline
North Capital, Inc.1,055$42.6K0.04%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,050$42.4K<0.01%-1,54513F-HRTimeline
WPG Advisers, LLC1,050$42.4K0.04%013F-HRTimeline
Cetera Trust Company, N.A1,000$40.4K0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC985$39.8K<0.01%new13F-HRTimeline
Continuum Advisory, LLC962$38.9K0.01%+32113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV960$38.8K0.01%013F-HRTimeline
Lindbrook Capital, LLC925$37.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC841$33.7K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC826$33.4K0.01%new13F-HRTimeline
Global Financial Private Client, LLC805$32.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC789$31.9K0.01%+313F-HRTimeline
Belmont Capital, LLC750$30.3K0.01%013F-HRTimeline
Missouri Trust & Investment Co750$30.3K0.01%013F-HRTimeline
UMB Bank, n.a.745$30.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clarity Asset Management, Inc.696$28.1K0.02%+313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK696$28.1K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC650$26.3K0.03%013F-HRTimeline
Fairway Wealth LLC583$23.6K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD545$22K0.01%013F-HRTimeline
HOWE & RUSLING INC530$21.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC524$21.2K0.01%new13F-HRTimeline
Avion Wealth498$20K0.01%013F-HRTimeline
Clearstead Trust, LLC490$19.8K<0.01%013F-HRTimeline
GODSEY & GIBB, INC465$18.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC460$18.6K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC450$18.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC445$18K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC425$17.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…390$15.8K<0.01%+14013F-HRTimelineGroup
Fortis Group Advisors, LLC360$14.5K<0.01%013F-HRTimeline
Greenline Partners, LLC355$14.3K<0.01%013F-HRTimeline
Perkins Coie Trust Co350$14.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV329$13.3K<0.01%+213F-HRTimeline
Rossby Financial, LCC325$12.6K0.01%new13F-HRTimeline
Accredited Wealth Management, LLC300$12.1K0.01%013F-HRTimeline
Key Financial Inc255$10.3K<0.01%013F-HRTimeline
LRI Investments, LLC250$10.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…213$8.61K<0.01%013F-HRTimeline
Robinswood Financial LLC205$8.32K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC190$7.68K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC179$7.23K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…153$6.17K<0.01%new13F-HRTimelineGroup
CX Institutional155$6K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.145$5.86K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS107$4.32K<0.01%-7813F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC86$3.48K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…60$2.44K<0.01%new13F-HRTimeline
Transce3nd, LLC40$1.62K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division38$1.54K<0.01%013F-HRTimeline
ORG Partners LLC25$1.01K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC10$404<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA5$202<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd5$202<0.01%-1,03413F-HRTimeline
Clean Yield Group0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.