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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
Charles Schwab Trust Cogroup of 2 filers holding24,956,450$1.01B+921,819Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,380,608$460M0.04%+302,23113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,010,953$283M0.08%+406,79013F-HRTimelineGroup
RFG Advisory, LLC6,861,510$277M7.49%+560,74813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,273,261$213M0.11%+16,05613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,702,234$190M0.06%+23,39513F-HRTimelineGroup
Waverly Advisors, LLC3,881,638$157M1.91%-84,55013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,302,798$133M0.22%+171,78213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,168,147$128M0.02%-108,33013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,713,443$110M0.16%+35,11013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,677,635$108M0.21%+84,10713F-HRTimeline
LPL Financial LLC2,549,791$103M0.04%+72,45713F-HRTimeline
Arbor Investment Advisors, LLC2,228,054$90M12.31%+34,17513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,210,876$89.3M0.01%-74,12013F-HRTimelineGroup
Linscomb Wealth, Inc.2,071,280$83.7M4.17%-56913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,848,926$74.7M0.02%-133,46013F-HRTimelineGroup
D.A. DAVIDSON & CO.1,767,970$71.4M0.57%+46,33113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,736,189$70.2M0.06%-17513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,368,290$55.3M0.02%+10,71013F-HRTimelineGroup
NorthCoast Asset Management LLC1,342,570$54.3M0.27%-15,65113F-HR/ATimeline
SYNOVUS FINANCIAL CORP1,224,800$49.5M0.64%+29,16913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,188,492$48M0.01%-17,33813F-HR/ATimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …1,010,460$40.8M6.23%-28,00013F-HRTimeline
Callan Capital, LLC940,811$38M2.81%-65413F-HRTimeline
UBS Group AGin group UBS Group AG845,934$34.2M0.01%+1,79513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC797,645$32.2M1%-13,16213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP774,816$31.3M0.05%+504,61613F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC738,444$29.8M6.67%+38,95413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.725,772$29.3M0.28%-34,58513F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL692,899$28M10.17%-9,97313F-HRTimeline
Klingman & Associates, LLC691,425$27.9M1.71%-39113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding682,463$27.6M-986,517Timeline
Cetera Investment Advisers676,649$27.3M0.05%+10,80413F-HRTimeline
ROTHSCHILD INVESTMENT LLC620,416$25.1M1.68%+22,37913F-HRTimeline
HighTower Advisors, LLC599,669$24.2M0.03%+30,52413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO546,253$22.1M<0.01%-18,76313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC544,882$22M0.53%-5,31113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC539,206$21.8M0.09%-1,19113F-HRTimelineGroup
Boulder Wealth Advisors, LLC534,386$21.6M12.57%+65,20213F-HRTimeline
SAXON INTERESTS, INC.525,237$21.2M9.93%+7,39013F-HRTimeline
McIlrath & Eck, LLC503,660$20.4M2.5%-27,30913F-HRTimeline
Wharton Business Group, LLC493,135$19.9M0.9%013F-HRTimeline
Breakwater Capital Group484,001$19.6M3.48%+25,96313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC482,009$19.5M8.94%-82,30913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP444,662$18M0.03%+1,97713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV431,808$17.4M0.04%-25,03913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.414,671$16.8M0.04%+161,97113F-HRTimelineGroup
Goodman Advisory Group, LLC412,580$16.7M5.08%+5,09213F-HR/ATimeline
Larson Financial Group LLC404,439$16.3M0.78%+173,73113F-HRTimeline
Cambridge Investment Research Advisors,…383,913$15.5M0.05%+10,58813F-HRTimeline
Pettinga Financial Advisors LLC379,218$15.3M3.6%+1713F-HRTimeline
Steward Partners Investment Advisory, L…347,627$14M0.12%+2,68213F-HRTimeline
Allworth Financial LP360,290$14M0.08%+18,38213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC339,837$13.7M13.35%13F-HRTimeline
Baker Ellis Asset Management LLC329,682$13.3M1.92%+64413F-HRTimeline
Stonebridge Financial Group, LLC325,799$13.2M1.4%-1,95013F-HRTimeline
Ted Buchan & Co325,647$13.2M6.22%-14,31313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding318,254$12.9M-12,530Timeline
Wealthspire Retirement, LLC313,519$12.7M1%-12,37313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS312,009$12.6M0.03%-17,33313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA307,259$12.4M0.07%-19,97513F-HRTimelineGroup
Rodgers & Associates, LTD305,281$12.3M1.5%+7313F-HRTimeline
Clear Harbor Asset Management, LLC299,266$12.1M0.96%+3,24313F-HRTimeline
Montz Harcus Wealth Management LLC295,363$11.9M6.52%+16,56213F-HRTimeline
Compass Financial Group, Inc.291,123$11.8M6.04%-3,16013F-HRTimeline
World Investment Advisors286,345$11.6M0.3%+1,94513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC261,746$10.6M0.61%-95013F-HRTimeline
JNBA Financial Advisors247,768$10M1.04%-34,08013F-HRTimeline
Cornerstone Wealth Management, LLC244,566$9.88M0.67%+9,90613F-HRTimeline
Wealthspire Advisors, LLC221,981$8.97M0.05%+46613F-HRTimeline
IEQ CAPITAL, LLC221,548$8.95M0.07%+9,87813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.219,723$8.88M0.05%+9,53213F-HRTimeline
Trinity Legacy Partners, LLC212,353$8.65M2.19%+11,93113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding209,783$8.48M+13,505Timeline
Arlington Financial Advisors, LLC203,755$8.23M1.45%-1,84413F-HRTimeline
Creative Planningin group Creative Planning201,214$8.13M0.01%+20,02213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC187,359$7.57M0.03%-27,43913F-HRTimeline
Resonant Capital Advisors, LLC186,221$7.53M0.52%013F-HRTimeline
Perigon Wealth Management, LLC182,789$7.39M0.19%-1,56613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC179,984$7.27M0.01%-6,24113F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC170,387$6.94M3.66%-17,40513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC171,553$6.93M0.04%-24713F-HRTimelineGroup
Journey Advisory Group, LLC170,586$6.89M0.56%-23,53613F-HRTimeline
Woodside Wealth Management LLC169,985$6.87M6.37%13F-HRTimeline
FMR LLCin group FMR LLC167,008$6.75M<0.01%+7,00713F-HRTimelineGroup
Marion Wealth Management155,393$6.28M1.68%-3,97313F-HRTimeline
Bouvel Investment Partners, LLC141,048$5.73M2.16%+3,92413F-HRTimeline
Ellevest, Inc.139,115$5.62M0.37%013F-HRTimeline
Creative Capital Management Investments…137,905$5.57M2.15%-2,46513F-HRTimeline
Janney Montgomery Scott LLC133,911$5.41M0.02%+13,95413F-HRTimeline
Federation des caisses Desjardins du Qu…133,028$5.38M0.03%-82213F-HRTimeline
BLAIR WILLIAM & CO/IL132,515$5.35M0.02%+52713F-HRTimeline
Cornerstone Advisory, LLC130,939$5.15M0.6%-2213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP127,192$5.09M<0.01%+23,52913F-HR/ATimelineGroup
Hirtle & Co., LLC125,000$5.05M0.2%013F-HRTimeline
Johnson & White Wealth Management, LLC118,875$4.8M2.7%+4,78113F-HRTimeline
CIDEL ASSET MANAGEMENT INC115,905$4.68M0.31%-3,98813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…114,139$4.61M0.78%-1,59113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…111,236$4.5M0.01%+1,83113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…107,199$4.33M0.01%+67,63213F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC103,817$4.2M1.16%-18813F-HRTimeline
New England Private Wealth Advisors LLC103,096$4.17M0.64%+23513F-HRTimeline
Capital Market Strategies LLC92,650$3.74M2.5%013F-HRTimeline
Legacy Private Trust Co.90,223$3.65M0.25%-1,73113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…89,925$3.63M0.08%+43,63513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,403$3.53M0.01%+86113F-HRTimelineGroup
CENTRAL TRUST Co87,178$3.52M0.09%-1,43013F-HRTimeline
Rollins Financial Advisors, LLC86,473$3.49M0.61%+25813F-HR/ATimeline
Laurel Wealth Advisors LLC85,825$3.47M0.54%+2,73813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP84,120$3.4M<0.01%+1,37513F-HRTimelineGroup
Unique Wealth Strategies, LLC81,189$3.28M1.49%-3,41413F-HRTimeline
Yoder Wealth Management, Inc.78,220$3.16M1.78%-5,32513F-HRTimeline
KWB Wealth78,230$3.16M0.38%-3,18413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP77,700$3.14M0.05%-2,50013F-HRTimeline
One Wealth Map LLC81,094$3M2%+29313F-HRTimeline
FDx Advisors, Inc.68,850$2.78M0.9%-1,59013F-HRTimeline
Security Financial Services, INC.68,639$2.77M0.55%-1,80213F-HRTimeline
Sigma Planning Corp67,507$2.73M0.09%-1,43713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC65,847$2.66M0.16%-12,94913F-HRTimeline
Three Bridge Wealth Advisors, LLC65,691$2.65M0.92%+5113F-HRTimeline
GUIDANCE CAPITAL, INC63,899$2.54M0.78%+9,28713F-HRTimeline
Institute for Wealth Management, LLC.61,814$2.5M0.32%-53713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC59,596$2.41M0.03%-6,85413F-HRTimeline
Smith Salley Wealth Management59,300$2.4M0.16%-10013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC167,735$2.36M0.51%+3,22413F-HRTimeline
Northwest Bancshares, Inc.58,231$2.35M0.43%-1,04913F-HRTimeline
JFS WEALTH ADVISORS, LLC57,713$2.33M0.16%-3,48413F-HRTimeline
Jacobi Capital Management LLC55,668$2.25M0.17%+1,18413F-HRTimeline
Summit Financial, LLC53,011$2.14M0.06%-12,03013F-HRTimeline
Wealthfront Advisers LLC52,987$2.14M0.01%+1,86513F-HRTimeline
Beacon Pointe Advisors, LLC52,452$2.12M0.02%+2,18813F-HRTimeline
MONTAG A & ASSOCIATES INC52,130$2.11M0.11%013F-HRTimeline
Spectrum Wealth Counsel, LLC50,311$2.03M0.24%-7,64913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,170$2.03M<0.01%-36213F-HRTimelineGroup
Cahill Wealth Management, LLC48,884$1.98M1.01%-51113F-HRTimeline
Bell Investment Advisors, Inc47,738$1.93M0.36%+12013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT47,581$1.92M0.24%-12713F-HRTimeline
GREAT LAKES ADVISORS, LLC46,500$1.88M0.02%013F-HRTimeline
COMERICA BANK45,312$1.83M0.01%-1,40513F-HRTimeline
MAI Capital Management43,567$1.76M0.01%+2,13813F-HRTimeline
Ballentine Partners, LLC43,124$1.74M0.03%013F-HRTimeline
McNamara Financial Services, Inc.42,469$1.72M0.37%+2,13013F-HRTimeline
Modera Wealth Management, LLC39,885$1.61M0.02%-1,64813F-HRTimeline
Glen Eagle Advisors, LLC39,619$1.6M0.27%-12,86013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC39,305$1.59M0.14%-7113F-HRTimeline
Verum Partners LLC39,200$1.58M0.43%-29213F-HRTimeline
M Holdings Securities, Inc.38,570$1.56M0.26%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,543$1.56M<0.01%-2,44313F-HRTimelineGroup
Independent Advisor Alliance37,678$1.52M0.05%-60,04213F-HRTimeline
SigFig Wealth Management, LLC37,943$1.52M0.05%+1513F-HRTimeline
Arkadios Wealth Advisors37,378$1.51M0.06%-3,82713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,316$1.51M0.01%-2,32713F-HR/ATimelineGroup
West Financial Advisors, LLC36,980$1.49M0.28%013F-HRTimeline
Whipplewood Advisors, LLC600$1.49M1.06%-35,95313F-HRTimeline
Allen Capital Group, LLC36,739$1.48M0.17%-32513F-HRTimeline
Shakespeare Wealth Management, LLC36,659$1.48M0.4%-35113F-HRTimeline
Gladstone Institutional Advisory LLC36,232$1.46M0.07%+913F-HRTimeline
HB Wealth Management, LLC35,753$1.44M0.01%+10,12213F-HRTimeline
Rather & Kittrell, Inc.35,243$1.42M0.31%-21613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,100$1.42M<0.01%+5,80013F-HRTimeline
Sterling Financial Planning, Inc.33,870$1.37M0.5%-91813F-HRTimeline
CWM, LLCin group CWM, LLC32,924$1.33M0.01%+13,88113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,558$1.32M<0.01%new13F-HRTimelineGroup
Fairman Group, LLC32,257$1.3M1.19%+11713F-HRTimeline
Integrated Wealth Concepts LLC31,935$1.29M0.02%+3,43513F-HRTimeline
EP Wealth Advisors, LLC31,841$1.29M0.01%+87113F-HRTimeline
Burt Wealth Advisors31,805$1.29M0.32%013F-HRTimeline
Bragg Financial Advisors, Inc31,770$1.28M0.05%+3,21013F-HRTimeline
Addison Advisors LLC31,305$1.27M0.35%013F-HRTimeline
Diversified Portfolios, Inc.31,205$1.26M0.13%-12013F-HRTimeline
Avantax Planning Partners, Inc.31,127$1.26M0.04%+18713F-HRTimeline
Principle Wealth Partners LLC30,570$1.24M0.09%013F-HRTimeline
Sequoia Financial Advisors, LLC30,529$1.23M0.01%-2,42313F-HRTimeline
Plante Moran Financial Advisors, LLC30,037$1.21M0.1%-5813F-HRTimeline
Detalus Advisors, LLC29,917$1.21M0.38%-81213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC29,407$1.19M0.01%+3,71013F-HRTimelineGroup
Cannon Financial Strategists, Inc.29,280$1.18M0.2%013F-HRTimeline
Obsidian Personal Planning Solutions LLC30,197$1.18M0.53%-98,41213F-HRTimeline
OMNI 360 Wealth, Inc.29,255$1.18M0.79%-8,85813F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.33,023$1.18M<0.01%+3,36013F-HRTimelineGroup
Quantinno Capital Management LP28,198$1.14M0.01%+22,76813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,193$1.14M0.02%-21,44113F-HRTimelineGroup
Edge Financial Advisors LLC28,001$1.13M0.71%-1,09713F-HRTimeline
NewEdge Advisors, LLC27,150$1.1M0.01%-313F-HRTimeline
Colorado Capital Management, Inc.27,045$1.09M0.51%-3213F-HRTimeline
OneDigital Investment Advisors LLC26,860$1.09M0.01%-2,73113F-HRTimeline
Dorsey & Whitney Trust CO LLC26,150$1.06M0.06%013F-HRTimeline
EnRich Financial Partners LLC25,389$1.03M0.34%-52613F-HRTimeline
Cooper Financial Group25,088$1.01M0.13%-3,46513F-HRTimeline
WEALTHSPAN PARTNERS, LLC25,075$1.01M0.47%013F-HRTimeline
AIMZ Investment Advisors, LLC25,000$1.01M0.35%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,763$1M<0.01%013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…24,725$999K0.47%new13F-HRTimelineGroup
Austin Asset Management Co Inc24,266$981K0.2%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…24,066$973K0.03%013F-HRTimelineGroup
Austin Wealth Management, LLC24,647$958K0.19%-46113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23,680$957K0.02%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.23,355$944K0.3%013F-HRTimeline
WealthPlan Investment Management, LLC22,930$927K0.09%+4,66513F-HRTimeline
BRIGHTON JONES LLC22,628$914K0.03%+6013F-HRTimeline