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Disclosery

PRF INVESCO EXCHANGE TRADED FD T

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RAFI US 1000 ETF (fund)

554 managers (559 13F filers) reported a position in PRF shares at 2025-12-31, 105,533,568 shares in all. 39 filers opened a position and 26 filers sold out during the quarter.

Managers
554
13F filers
559
New
39
Added
173
Reduced
143
Sold out
26
Shares held by filers
105,533,568

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,010,233$517M0.04%-566,50113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,712,428$362M0.08%+486,82313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,192,385$244M0.13%+97,18513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,784,491$224M0.07%+57,75913F-HRTimelineGroup
Waverly Advisors, LLC3,703,220$174M1.41%-55,15213F-HRTimeline
Mariner, LLCin group Mariner, LLC3,135,416$147M0.18%+54,95413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,071,925$144M0.01%-66,81313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,013,264$141M0.19%+149,43913F-HRTimeline
LPL Financial LLC2,727,461$128M0.03%+188,79013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,589,251$125M0.17%-126,69913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,135,865$100M0.01%+3,36713F-HR/ATimelineGroup
Linscomb Wealth, Inc.2,129,383$99.9M4.19%+5,25013F-HRTimeline
D.A. DAVIDSON & CO.2,055,842$96.5M0.59%+84,01213F-HRTimeline
Arbor Investment Advisors, LLC2,027,880$95.1M12.52%-31,08313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,868,856$87.7M0.06%+53,27113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,802,219$84.6M0.02%-23,07113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,748,573$82M+1,372,515Timeline
Berman McAleer LLC1,565,303$73.4M10.04%+9,19513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,419,366$66.6M0.02%+31,63913F-HRTimelineGroup
RFG Advisory, LLC1,286,330$60.4M1.14%-109,19913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,257,833$59M0.45%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,198,815$56.2M0.01%-25,65413F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …939,828$44.1M5.92%+233,39213F-HRTimeline
Cetera Investment Advisers926,136$43.5M0.05%+15,75213F-HRTimeline
AlphaCore Capital LLC891,043$41.8M0.94%-44,95913F-HRTimeline
Larson Financial Group LLC870,722$40.9M1.37%+70,99613F-HRTimeline
UBS Group AGgroup of 2 filers holding818,116$38.4M-23,311Timeline
Garrett Wealth Advisory Group, LLC810,044$38M7.18%+20,80713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC773,857$36.3M0.87%-11,42213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP755,987$35.5M0.05%+17,10813F-HR/ATimelineGroup
Klingman & Associates, LLC681,565$32M1.54%+6613F-HRTimeline
Pinnacle Financial Group, LLC / IL670,384$31.5M9.13%-17,90213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.661,057$31M0.21%-47,33313F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co649,380$30.5M2%-6,21913F-HRTimelineGroup
HighTower Advisors, LLC643,205$30.2M0.03%+9,33813F-HRTimeline
ROTHSCHILD INVESTMENT LLC619,700$29.1M1.6%+1,59813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.595,096$27.9M0.04%+36,39713F-HRTimelineGroup
Charter Capital Management, LLC\DE586,153$27.5M14.2%+11,74113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO585,637$27.5M<0.01%-27,00013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP556,442$26.1M0.03%+19,25813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/543,715$25.5M0.03%+533,93013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC534,717$25.1M0.1%+13113F-HRTimelineGroup
SAXON INTERESTS, INC.515,715$24.2M8.56%-25,01413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC513,270$24.1M0.45%-13,86313F-HRTimeline
Wharton Business Group, LLC493,135$23.1M0.88%013F-HRTimeline
Boulder Wealth Advisors, LLC488,182$22.9M9.68%+28,07313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC448,707$21.8M10.17%+68,01913F-HRTimeline
Breakwater Capital Group449,211$21.1M2.94%-61,06213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC434,431$20.4M7.29%+8,12113F-HRTimeline
Goodman Advisory Group, LLC418,663$19.6M4.83%new13F-HRTimeline
McIlrath & Eck, LLC418,309$19.6M1.82%-35,49913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV409,919$19.2M0.03%-4,16413F-HRTimeline
Cambridge Investment Research Advisors,…405,867$19M0.05%+12,45913F-HRTimeline
Allworth Financial LP383,398$18M0.07%-3,04513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS488,797$17.8M0.03%+139,97213F-HRTimeline
Pettinga Financial Advisors LLC374,209$17.6M3.33%+17,80913F-HRTimeline
Steward Partners Investment Advisory, L…327,670$15.4M0.08%-13,91813F-HRTimeline
Ted Buchan & Co325,298$15.3M5.6%+24,23013F-HRTimeline
Baker Ellis Asset Management LLC322,115$15.1M1.82%-2,29813F-HRTimeline
Stonebridge Financial Group, LLC318,640$15M1.28%-1,01313F-HRTimeline
Wealthspire Retirement, LLC317,074$14.9M0.9%+4,14013F-HRTimeline
World Investment Advisors314,210$14.7M0.24%-11,09013F-HR/ATimeline
Montz Harcus Wealth Management LLC312,844$14.7M5.95%+3,62813F-HRTimeline
Clear Harbor Asset Management, LLC311,689$14.6M1%+9,34813F-HRTimeline
Cornerstone Wealth Management, LLC304,493$14.3M0.74%+28,56313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC296,875$13.9M0.01%+48,73913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA294,001$13.8M0.07%13F-HRTimelineGroup
Compass Financial Group, Inc.268,765$12.6M5.57%-4,13613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding268,219$12.6M+23,274Timeline
Creative Planningin group Creative Planning264,886$12.4M0.01%+58,85413F-HRTimelineGroup
Rodgers & Associates, LTD245,251$11.5M1.17%-4,56213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC240,139$11.3M0.58%-10,06713F-HRTimeline
JNBA Financial Advisors232,544$10.9M0.95%-3,79213F-HRTimeline
IEQ CAPITAL, LLC228,472$10.7M0.03%+10913F-HRTimeline
Wealthspire Advisors, LLC221,665$10.4M0.08%+70913F-HRTimeline
Trinity Legacy Partners, LLC219,382$10.3M2.36%+2,36613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP217,648$10.2M0.01%+32,86313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.217,069$10.2M0.14%+5,74813F-HRTimeline
Marion Wealth Management195,733$9.49M2.11%+2,34913F-HRTimeline
FMR LLCin group FMR LLC201,543$9.46M<0.01%+5,68213F-HRTimelineGroup
Arlington Financial Advisors, LLC199,409$9.36M1.34%-1,21213F-HRTimeline
Perigon Wealth Management, LLC190,629$8.94M0.16%-3,06813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC183,306$8.6M0.01%-3,74513F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC170,574$8M3.72%+1,41613F-HRTimeline
Prosperity Consulting Group, LLC169,885$7.97M0.36%+12,35513F-HRTimeline
Woodside Wealth Management LLC169,705$7.96M5.94%-29513F-HRTimeline
SEVEN MILE ADVISORY166,905$7.83M1.35%+66313F-HRTimeline
Resonant Capital Advisors, LLC166,132$7.79M0.43%-32213F-HRTimeline
Quantinno Capital Management LP147,349$6.91M0.01%+69,09913F-HRTimeline
Journey Advisory Group, LLC146,552$6.88M0.58%-4,86613F-HRTimeline
Three Bridge Wealth Advisors, LLC145,148$6.81M1.8%-1,14213F-HRTimeline
Intelligence Driven Advisers, LLC143,106$6.71M0.96%-8,92613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.141,219$6.63M0.01%+51,36413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL139,584$6.55M0.02%+4,43013F-HRTimeline
MML INVESTORS SERVICES, LLC139,213$6.53M0.02%-2,12813F-HRTimeline
Ellevest, Inc.139,106$6.53M0.9%-19913F-HRTimeline
Creative Capital Management Investments…135,677$6.37M1.92%-80613F-HRTimeline
Hirtle & Co., LLC131,777$6.18M0.21%013F-HRTimeline
Johnson & White Wealth Management, LLC129,454$6.07M2.64%+8,12513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,334$6.02M0.01%+20,35513F-HR/ATimelineGroup
Cornerstone Advisory, LLC126,570$5.94M0.57%-3,09813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC127,826$5.79M0.02%+62813F-HRTimelineGroup
Janney Montgomery Scott LLC123,400$5.79M0.01%+74613F-HRTimeline
Federation des caisses Desjardins du Qu…120,216$5.64M0.02%-4,44513F-HRTimeline
CIDEL ASSET MANAGEMENT INC117,039$5.49M0.39%+1,55913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…112,120$5.26M0.82%-61813F-HRTimeline
MAI Capital Management108,220$5.08M0.03%-26,00513F-HRTimeline
New England Private Wealth Advisors LLC103,732$4.87M0.61%+20413F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,654$4.82M<0.01%+64,74113F-HRTimelineGroup
Curry Webb Wealth Management LLC102,048$4.79M2.38%13F-HRTimeline
Crusonia Wealth Advisors LLC101,744$4.77M1.05%13F-HRTimeline
Laurel Wealth Advisors LLC100,205$4.7M0.62%+5,54613F-HRTimeline
WIN ADVISORS, INC98,799$4.64M1.97%new13F-HRTimeline
One Wealth Map LLC86,835$4.28M2.18%+2,11913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC91,133$4.28M0.9%-2,99513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP90,434$4.24M<0.01%+7,58913F-HRTimelineGroup
Unique Wealth Strategies, LLC93,756$4.2M1.65%+16,64513F-HRTimeline
Legacy Private Trust Co.87,541$4.11M0.24%-97013F-HRTimeline
Rollins Financial Advisors, LLC85,978$4.03M0.59%+613F-HRTimeline
KWB Wealth83,302$3.91M0.37%+9,49813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding82,684$3.88M+378Timeline
WCG Wealth Advisors LLC80,552$3.77M0.11%+7,67313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …80,261$3.77M5.46%+20,53413F-HRTimeline
Bouvel Investment Partners, LLC79,589$3.73M1.08%+3,72513F-HRTimeline
CENTRAL TRUST Co78,759$3.7M0.07%-3,86913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP78,752$3.69M0.05%-5013F-HRTimeline
Yoder Wealth Management, Inc.77,263$3.63M1.65%-89513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…77,244$3.62M0.01%+68,48213F-HRTimelineGroup
Modern Wealth Management, LLC73,771$3.46M0.06%-14513F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.73,050$3.43M3.37%13F-HRTimeline
Jacobi Capital Management LLC70,421$3.3M0.19%+6,93613F-HRTimeline
Security Financial Services, INC.67,950$3.19M0.5%-6313F-HRTimeline
WFA of San Diego, LLC66,463$3.12M2.28%-3,01013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC65,845$3.09M0.02%+4,91613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC64,585$3.03M0.15%013F-HRTimeline
Institute for Wealth Management, LLC.59,950$2.81M0.3%-86713F-HRTimeline
Smith Salley Wealth Management59,300$2.78M0.14%013F-HRTimeline
Northwest Bancshares, Inc.57,346$2.69M0.52%-21813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…54,767$2.57M0.05%-25213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC53,633$2.52M0.14%-1,30913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding50,946$2.39M+11,282Timeline
CWM, LLCin group CWM, LLC49,558$2.33M0.01%+3313F-HRTimelineGroup
Wealthfront Advisers LLC49,491$2.32M0.01%+2,87813F-HRTimeline
Certified Advisory Corp49,018$2.3M0.21%+8,86913F-HRTimeline
Bell Investment Advisors, Inc48,247$2.26M0.36%-1,10313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48,004$2.25M<0.01%-39913F-HRTimelineGroup
Ballentine Partners, LLC47,244$2.22M0.03%013F-HRTimeline
Sigma Planning Corp46,165$2.2M0.06%-76113F-HRTimeline
Summit Financial, LLC46,623$2.19M0.03%-1,15113F-HRTimeline
Merit Financial Group, LLC46,592$2.19M0.02%+25,40813F-HRTimeline
GREAT LAKES ADVISORS, LLC46,565$2.18M0.02%+6513F-HRTimeline
Financial Engines Advisors L.L.C.44,883$2.11M<0.01%-2,11313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT44,854$2.1M0.23%+49113F-HRTimeline
McNamara Financial Services, Inc.41,569$1.95M0.37%-1,47213F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…41,548$1.95M0.24%13F-HRTimeline
SigFig Wealth Management, LLC41,471$1.95M0.06%+20513F-HRTimeline
Sequoia Financial Advisors, LLC40,911$1.92M0.01%-94913F-HRTimeline
Wood Tarver Financial Group, LLC39,974$1.88M0.53%+14,71513F-HRTimeline
Independent Advisor Alliance39,378$1.85M0.04%013F-HRTimeline
EP Wealth Advisors, LLC38,930$1.83M0.01%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC36,826$1.73M0.13%-2,15013F-HRTimeline
Verum Partners LLC36,616$1.72M0.35%-2,26613F-HRTimeline
COMERICA BANK36,458$1.71M0.01%-7,86813F-HRTimeline
SUMMITRY LLC36,015$1.69M0.07%new13F-HRTimeline
Modera Wealth Management, LLC35,902$1.68M0.02%-2,36513F-HRTimeline
West Financial Advisors, LLC35,824$1.68M0.28%-70313F-HRTimeline
HB Wealth Management, LLC35,753$1.68M0.01%013F-HRTimeline
Shakespeare Wealth Management, LLC34,961$1.64M0.36%-1,35213F-HRTimeline
Rather & Kittrell, Inc.34,772$1.63M0.26%-38213F-HRTimeline
Farther Finance Advisors, LLC34,422$1.62M0.02%+30,58413F-HRTimeline
Glen Eagle Advisors, LLC33,474$1.57M0.21%-72013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC33,432$1.57M0.01%-1,24413F-HRTimelineGroup
Bragg Financial Advisors, Inc33,332$1.56M0.05%013F-HRTimeline
Plante Moran Financial Advisors, LLC33,298$1.56M0.1%+5,16313F-HRTimeline
Arkadios Wealth Advisors33,146$1.56M0.03%-1,04213F-HRTimeline
GUIDANCE CAPITAL, INC31,679$1.55M0.38%-59,21913F-HRTimeline
Whipplewood Advisors, LLC32,669$1.53M0.98%-31313F-HRTimeline
NewEdge Advisors, LLC32,224$1.51M0.01%+34213F-HRTimeline
Addison Advisors LLC31,305$1.47M0.33%013F-HRTimeline
Avantax Planning Partners, Inc.31,127$1.46M0.04%013F-HRTimeline
Diversified Portfolios, Inc.30,825$1.45M0.12%013F-HRTimeline
Fairman Group, LLC30,618$1.44M1.15%-58613F-HRTimeline
Principle Wealth Partners LLC30,570$1.43M0.08%013F-HRTimeline
Sterling Financial Planning, Inc.30,472$1.43M0.43%-2,16413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.30,115$1.41M<0.01%-1,73613F-HRTimelineGroup
Detalus Advisors, LLC29,832$1.4M0.34%+2213F-HRTimeline
DIVERSIFIED TRUST CO29,280$1.37M0.03%013F-HRTimeline
Empowered Funds, LLC28,124$1.32M0.02%new13F-HR/ATimeline
OMNI 360 Wealth, Inc.26,836$1.3M0.67%+1,22413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC27,653$1.3M0.03%-10,15713F-HRTimeline
Cambria Investment Management, L.P.27,354$1.28M0.07%new13F-HRTimeline
Colorado Capital Management, Inc.27,045$1.27M0.48%013F-HRTimeline
Private Advisor Group, LLC26,872$1.26M0.01%+57613F-HRTimeline
Allen Capital Group, LLC26,738$1.25M0.12%-41913F-HRTimeline
OneDigital Investment Advisors LLC26,699$1.25M0.01%+413F-HRTimeline
Virtus Family Office LLC26,478$1.24M1.07%-1,23813F-HRTimeline
Dorsey & Whitney Trust CO LLC26,150$1.23M0.06%013F-HRTimeline
IFP Advisors, Inc25,232$1.18M0.03%+1,72313F-HRTimeline
WEALTHSPAN PARTNERS, LLC25,075$1.18M0.43%013F-HRTimeline
Austin Wealth Management, LLC24,432$1.18M0.17%-1,33013F-HRTimeline