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Disclosery

PRF INVESCO EXCHANGE TRADED FD T

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RAFI US 1000 ETF (fund)

529 managers (533 13F filers) reported a position in PRF shares at 2025-06-30, 102,683,863 shares in all. 50 filers opened a position and 29 filers sold out during the quarter.

Managers
529
13F filers
533
New
50
Added
159
Reduced
154
Sold out
29
Shares held by filers
102,683,863

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,565,365$489M0.04%+184,75713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,343,268$310M0.08%+332,31513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,129,846$217M0.14%-143,41513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,719,038$199M0.06%+16,80413F-HRTimelineGroup
Waverly Advisors, LLC3,782,356$160M1.75%-99,28213F-HRTimeline
Mariner, LLCin group Mariner, LLC3,186,775$135M0.19%-116,02313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,186,528$135M0.02%+18,38113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,810,643$119M0.16%+97,20013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,690,682$116M0.19%+13,04713F-HRTimeline
LPL Financial LLC2,534,293$107M0.04%-15,49813F-HRTimeline
Arbor Investment Advisors, LLC2,272,614$96.1M12.31%+44,56013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,152,072$91M0.01%-58,80413F-HRTimelineGroup
Linscomb Wealth, Inc.2,080,682$88M4.04%+9,40213F-HRTimeline
RFG Advisory, LLC1,887,406$79.8M1.87%-4,974,10413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,881,756$79.5M0.02%+32,83013F-HRTimelineGroup
D.A. DAVIDSON & CO.1,832,085$77.4M0.55%+64,11513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,785,997$75.5M0.06%+49,80813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,374,751$58.1M0.02%+6,46113F-HRTimelineGroup
NorthCoast Asset Management LLC1,336,616$56.5M0.24%-5,95413F-HRTimeline
SYNOVUS FINANCIAL CORP1,231,705$52.1M0.64%+6,90513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,220,364$51.6M0.66%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,209,701$51.1M0.01%+21,20913F-HR/ATimelineGroup
AlphaCore Capital LLC905,165$38.3M1.46%+902,24513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,043,864$37.7M0.15%+504,65813F-HRTimelineGroup
UBS Group AGin group UBS Group AG834,207$35.3M0.01%-11,72713F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC791,327$33.4M0.91%-6,31813F-HRTimeline
Garrett Wealth Advisory Group, LLC775,881$32.8M6.94%+37,43713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP761,075$32.2M0.04%-13,74113F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.734,389$31M0.26%+8,61713F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …716,046$30.3M5.22%-294,41413F-HRTimeline
Klingman & Associates, LLC686,277$29M1.6%-5,14813F-HRTimeline
Pinnacle Financial Group, LLC / IL682,970$28.9M9.66%-9,92913F-HRTimeline
Cetera Investment Advisers679,807$28.7M0.05%+3,15813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding659,459$27.9M-24,296,991Timeline
ROTHSCHILD INVESTMENT LLC619,388$26.2M1.64%-1,02813F-HRTimeline
HighTower Advisors, LLC613,385$25.9M0.03%+13,71613F-HRTimeline
Larson Financial Group LLC607,164$25.7M1.03%+202,72513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO573,701$24.3M<0.01%+27,44813F-HRTimelineGroup
Charter Capital Management, LLC\DE560,276$23.7M13.91%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC545,500$23.1M0.5%+61813F-HRTimeline
SAXON INTERESTS, INC.525,237$21.2M9.93%013F-HRTimeline
Breakwater Capital Group497,035$21M3.42%+13,03413F-HRTimeline
Wharton Business Group, LLC493,135$20.8M0.88%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC487,676$20.6M8.68%+5,66713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP487,549$20.6M0.03%+42,88713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.486,251$20.6M0.04%+71,58013F-HR/ATimelineGroup
McIlrath & Eck, LLC477,118$20.2M2.3%-26,54213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV424,687$18M0.04%-7,12113F-HRTimeline
Allworth Financial LP401,259$17M0.08%+40,96913F-HRTimeline
Cambridge Investment Research Advisors,…388,865$16.4M0.05%+4,95213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding388,440$16.4M+70,186Timeline
Pettinga Financial Advisors LLC384,057$16.2M3.56%+4,83913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC344,063$14.5M10.71%+4,22613F-HRTimeline
Steward Partners Investment Advisory, L…343,662$14.5M0.11%-3,96513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS336,570$14.2M0.03%+24,56113F-HRTimeline
Ted Buchan & Co334,657$14.1M5.62%+9,01013F-HRTimeline
World Investment Advisors331,085$14M0.32%+44,74013F-HRTimeline
Baker Ellis Asset Management LLC325,685$13.8M1.89%-3,99713F-HRTimeline
Stonebridge Financial Group, LLC319,572$13.5M1.31%-6,22713F-HRTimeline
Wealthspire Retirement, LLC312,448$13.2M0.87%-1,07113F-HRTimeline
Clear Harbor Asset Management, LLC305,775$12.9M0.97%+6,50913F-HRTimeline
Montz Harcus Wealth Management LLC304,800$12.9M6.22%+9,43713F-HRTimeline
Glenmede Investment Management, LP304,284$12.9M0.07%13F-HRTimeline
Compass Financial Group, Inc.284,578$12M6.03%-6,54513F-HRTimeline
Cornerstone Wealth Management, LLC270,761$11.4M0.69%+26,19513F-HRTimeline
Rodgers & Associates, LTD254,219$10.7M1.18%-51,06213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC252,206$10.7M0.57%-9,54013F-HRTimeline
JNBA Financial Advisors237,809$10.1M0.97%-9,95913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding236,222$9.99M+26,439Timeline
IEQ CAPITAL, LLC221,629$9.37M0.06%+8113F-HRTimeline
Wealthspire Advisors, LLC220,823$9.33M0.05%-1,15813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.216,358$9.15M0.05%-3,36513F-HRTimeline
Trinity Legacy Partners, LLC214,410$9.11M2.21%+2,05713F-HRTimeline
Arlington Financial Advisors, LLC200,501$8.48M1.39%-3,25413F-HRTimeline
Creative Planningin group Creative Planning198,482$8.39M0.01%-2,73213F-HRTimelineGroup
Marion Wealth Management193,183$8.17M2.04%+37,79013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC185,930$7.86M0.01%+5,94613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC185,815$7.85M0.02%-1,54413F-HRTimeline
Perigon Wealth Management, LLC182,767$7.73M0.18%-2213F-HRTimeline
FMR LLCin group FMR LLC180,181$7.62M<0.01%+13,17313F-HRTimelineGroup
Resonant Capital Advisors, LLC176,864$7.48M0.48%-9,35713F-HRTimeline
WIMMER ASSOCIATES 1, LLC168,939$7.14M3.65%-1,44813F-HRTimeline
Woodside Wealth Management LLC168,775$7.13M6.14%-1,21013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP163,059$6.86M0.01%+35,86713F-HRTimelineGroup
Journey Advisory Group, LLC158,369$6.69M0.52%-12,21713F-HRTimeline
Intelligence Driven Advisers, LLC153,090$6.47M0.98%+148,00313F-HRTimeline
Ellevest, Inc.139,305$5.89M0.94%+19013F-HRTimeline
Federation des caisses Desjardins du Qu…138,248$5.84M0.03%+5,22013F-HRTimeline
Creative Capital Management Investments…137,793$5.82M2.08%-11213F-HRTimeline
Janney Montgomery Scott LLC135,757$5.74M0.01%+1,84613F-HRTimeline
BLAIR WILLIAM & CO/IL135,637$5.73M0.02%+3,12213F-HRTimeline
Hirtle & Co., LLC131,777$5.57M0.21%+6,77713F-HRTimeline
Cornerstone Advisory, LLC131,198$5.55M0.6%+25913F-HRTimeline
Three Bridge Wealth Advisors, LLC120,917$5.11M1.35%+55,22613F-HRTimeline
Johnson & White Wealth Management, LLC119,189$5.04M2.54%+31413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC117,790$4.98M0.03%-53,76313F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC115,656$4.89M0.29%-24913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…113,392$4.79M0.78%-74713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…109,477$4.63M0.01%-1,75913F-HR/ATimelineGroup
New England Private Wealth Advisors LLC103,308$4.43M0.65%+21213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC99,914$4.22M1.03%-3,90313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,970$3.8M0.01%+2,56713F-HRTimelineGroup
Legacy Private Trust Co.89,612$3.79M0.24%-61113F-HRTimeline
Laurel Wealth Advisors LLC88,251$3.73M0.56%+2,42613F-HR/ATimeline
One Wealth Map LLC87,324$3.73M2.05%+6,23013F-HRTimeline
CENTRAL TRUST Co87,128$3.68M0.08%-5013F-HRTimeline
Rollins Financial Advisors, LLC86,165$3.64M0.58%-30813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding85,394$3.61M-597,069Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,745$3.5M<0.01%-1,37513F-HRTimelineGroup
Capital Market Strategies LLC82,395$3.48M2.42%-10,25513F-HRTimeline
Unique Wealth Strategies, LLC79,923$3.38M1.42%-1,26613F-HRTimeline
Quantinno Capital Management LP79,587$3.36M0.01%+51,38913F-HRTimeline
GUIDANCE CAPITAL, INC79,620$3.35M0.95%+15,72113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP78,802$3.33M0.05%+1,10213F-HRTimeline
Yoder Wealth Management, Inc.78,158$3.3M1.72%-6213F-HRTimeline
Bouvel Investment Partners, LLC77,869$3.29M1.11%-63,17913F-HRTimeline
Modern Wealth Management, LLC74,160$3.13M0.08%new13F-HR/ATimeline
WCG Wealth Advisors LLC72,790$3.08M0.2%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,533$3.07M<0.01%+49,99213F-HRTimelineGroup
WFA of San Diego, LLC69,723$2.95M2.17%13F-HRTimeline
Security Financial Services, INC.68,558$2.9M0.51%-8113F-HRTimeline
KWB Wealth71,243$2.88M0.35%-6,98713F-HRTimeline
FDx Advisors, Inc.67,582$2.86M0.87%-1,26813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC65,780$2.78M0.15%-6713F-HRTimeline
Institute for Wealth Management, LLC.61,415$2.6M0.29%-39913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC60,442$2.55M0.03%+84613F-HRTimeline
Smith Salley Wealth Management59,300$2.51M0.15%013F-HRTimeline
Jacobi Capital Management LLC58,761$2.48M0.16%+3,09313F-HRTimeline
Northwest Bancshares, Inc.58,074$2.45M0.43%-15713F-HRTimeline
JFS WEALTH ADVISORS, LLC57,746$2.44M0.16%+3313F-HRTimeline
Sigma Planning Corp56,292$2.38M0.07%-11,21513F-HRTimeline
Bell Investment Advisors, Inc54,714$2.31M0.4%+6,97613F-HRTimeline
Beacon Pointe Advisors, LLC53,125$2.25M0.02%+67313F-HRTimeline
MONTAG A & ASSOCIATES INC52,130$2.2M0.11%013F-HRTimeline
M Holdings Securities, Inc.50,720$2.14M0.37%+12,15013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,553$2.14M0.05%-39,37213F-HRTimelineGroup
Summit Financial, LLC50,508$2.13M0.05%-2,50313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\49,922$2.11M<0.01%-24813F-HRTimelineGroup
Financial Engines Advisors L.L.C.49,004$2.07M<0.01%+43,96213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC48,915$2.07M0.06%+36,53213F-HRTimeline
Ballentine Partners, LLC47,244$2M0.03%+4,12013F-HRTimeline
GREAT LAKES ADVISORS, LLC46,500$1.97M0.02%013F-HRTimeline
Wealthfront Advisers LLC46,172$1.95M0.01%-6,81513F-HRTimeline
COMERICA BANK45,209$1.91M0.01%-10313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT45,186$1.91M0.22%-2,39513F-HRTimeline
McNamara Financial Services, Inc.43,571$1.84M0.37%+1,10213F-HRTimeline
MAI Capital Management40,850$1.73M0.01%-2,71713F-HRTimeline
EP Wealth Advisors, LLC39,404$1.67M0.01%+7,56313F-HRTimeline
Independent Advisor Alliance39,378$1.66M0.05%+1,70013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,282$1.66M<0.01%+73913F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC38,976$1.65M0.13%-32913F-HRTimeline
Verum Partners LLC38,966$1.65M0.38%-23413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,371$1.62M<0.01%+5,81313F-HRTimelineGroup
Modera Wealth Management, LLC38,261$1.62M0.02%-1,62413F-HRTimeline
SigFig Wealth Management, LLC38,340$1.61M0.05%+39713F-HRTimeline
West Financial Advisors, LLC36,980$1.56M0.27%013F-HRTimeline
Shakespeare Wealth Management, LLC36,351$1.54M0.41%-30813F-HRTimeline
Glen Eagle Advisors, LLC35,994$1.52M0.23%-3,62513F-HRTimeline
Burt Wealth Advisors35,838$1.51M0.35%+4,03313F-HRTimeline
HB Wealth Management, LLC35,753$1.51M0.01%013F-HRTimeline
Rather & Kittrell, Inc.35,374$1.5M0.3%+13113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC33,982$1.44M0.01%-3,33413F-HR/ATimelineGroup
Sterling Financial Planning, Inc.33,849$1.43M0.48%-2113F-HRTimeline
CWM, LLCin group CWM, LLC32,831$1.39M<0.01%-9313F-HRTimelineGroup
Whipplewood Advisors, LLC32,736$1.38M0.76%+32,13613F-HRTimeline
Arkadios Wealth Advisors32,513$1.37M0.04%-4,86513F-HRTimeline
Fairman Group, LLC32,345$1.37M1.12%+8813F-HRTimeline
Certified Advisory Corp32,129$1.36M0.14%+16,95113F-HRTimeline
NewEdge Advisors, LLC31,943$1.35M0.01%+4,79313F-HRTimeline
Sequoia Financial Advisors, LLC31,907$1.35M0.01%+1,37813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.31,901$1.35M<0.01%-1,12213F-HRTimelineGroup
Bragg Financial Advisors, Inc31,655$1.34M0.05%-11513F-HRTimeline
Integrated Wealth Concepts LLC31,632$1.34M0.01%-30313F-HRTimeline
GTS SECURITIES LLC31,408$1.33M0.06%new13F-HRTimeline
Addison Advisors LLC31,305$1.32M0.33%013F-HRTimeline
Avantax Planning Partners, Inc.31,127$1.32M0.04%013F-HRTimeline
Diversified Portfolios, Inc.30,955$1.31M0.12%-25013F-HRTimeline
Principle Wealth Partners LLC30,570$1.29M0.08%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,500$1.29M<0.01%-4,60013F-HRTimeline
Detalus Advisors, LLC29,832$1.26M0.37%-8513F-HRTimeline
Obsidian Personal Planning Solutions LLC29,595$1.25M0.51%-60213F-HRTimeline
Plante Moran Financial Advisors, LLC29,452$1.24M0.09%-58513F-HRTimeline
DIVERSIFIED TRUST CO29,280$1.24M0.03%new13F-HRTimeline
CIBC WORLD MARKET INC.28,088$1.19M<0.01%+6,64813F-HRTimeline
Allen Capital Group, LLC27,542$1.16M0.12%-9,19713F-HRTimeline
Colorado Capital Management, Inc.27,045$1.14M0.49%013F-HRTimeline
OneDigital Investment Advisors LLC26,691$1.13M0.01%-16913F-HRTimeline
Dorsey & Whitney Trust CO LLC26,150$1.11M0.06%013F-HRTimeline
Austin Wealth Management, LLC25,861$1.1M0.2%+1,21413F-HRTimeline
OMNI 360 Wealth, Inc.25,346$1.07M0.67%-3,90913F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC25,075$1.06M0.44%013F-HRTimeline
AIMZ Investment Advisors, LLC25,000$1.06M0.35%013F-HRTimeline
EnRich Financial Partners LLC24,995$1.06M0.32%-39413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,400$1.03M0.03%new13F-HRTimelineGroup
Austin Asset Management Co Inc24,266$1.03M0.2%013F-HRTimeline
IFP Advisors, Inc24,100$1.02M0.03%+3,26013F-HRTimeline
Private Advisor Group, LLC24,082$1.02M0.01%+5,73213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23,831$1.01M0.03%-23513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,698$1M<0.01%-1,06513F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC23,680$1M0.02%013F-HRTimelineGroup