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Disclosery

PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

355 managers (360 13F filers) reported a position in PRFZ shares at 2026-06-30, 24,057,291 shares in all. 50 filers opened a position and 9 filers sold out during the quarter.

Managers
355
13F filers
360
New
50
Added
111
Reduced
92
Sold out
9
Shares held by filers
24,057,291

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/2,829,358$158M0.01%-29,57613F-HRTimelineGroup
LPL Financial LLC1,398,235$78M0.02%+19,84613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,300,997$72.6M<0.01%+110,02613F-HRTimelineGroup
Waverly Advisors, LLC1,071,783$59.8M0.35%-37,84013F-HRTimeline
Cetera Investment Advisers1,034,707$57.7M0.05%+3,48913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,031,039$57.5M0.01%+99,96113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,010,685$56.4M0.02%-43,90313F-HRTimelineGroup
Arbor Investment Advisors, LLC805,518$44.9M5.08%+1,92713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA767,863$42.8M0.01%+64,39913F-HRTimelineGroup
Stonebridge Financial Group, LLC762,863$42.5M3.23%-41213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS739,179$41.2M1.48%-19,73313F-HRTimelineGroup
WCG Wealth Advisors LLC634,759$35.4M0.84%-5,69613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…422,426$23.1M0.04%+10,34813F-HRTimeline
Wealthspire Retirement, LLC355,967$19.9M1.09%-17,72313F-HRTimeline
Sanctuary Advisors, LLC293,041$16.3M0.08%+14,90113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.288,249$16.1M0.02%-6,37413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.286,779$16M0.1%+11,01513F-HRTimelineGroup
Traction Financial Partners, LLC285,584$15.9M8.46%+11,64613F-HRTimeline
Johnson & White Wealth Management, LLC266,421$14.9M5.56%+2,12613F-HRTimeline
Three Bridge Wealth Advisors, LLC261,632$14.6M3.65%-5,70713F-HRTimeline
UBS Group AGgroup of 2 filers holding255,155$14.2M-2,221Timeline
CAPTRUST FINANCIAL ADVISORS247,800$13.8M0.02%-4,68013F-HRTimeline
Federation des caisses Desjardins du Qu…241,085$13.4M0.04%-10,64113F-HRTimeline
AlphaCore Capital LLC234,261$13.1M0.24%-5,02513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC224,734$12.5M<0.01%+65,04613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC223,907$12.5M0.01%-2,94313F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.220,300$12.3M0.04%new13F-HRTimelineGroup
Regal Investment Advisors LLC179,531$10M0.52%+4,58413F-HRTimeline
Creative Planningin group Creative Planning163,037$9.09M0.01%+5,76113F-HRTimelineGroup
Accredited Investors Inc.161,715$9.02M0.39%-7,09213F-HRTimeline
Dynamic Advisor Solutions LLC161,405$9M0.26%+13,86113F-HRTimeline
Arlington Financial Advisors, LLC153,664$8.57M1.09%-2,71813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp153,219$8.54M<0.01%+2,74413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO154,161$8.52M<0.01%+27,58313F-HRTimelineGroup
Verum Partners LLC137,069$7.64M1.16%-6,07413F-HRTimeline
Ducere Wealth Management LLC126,030$7.03M2.11%-10,26213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC123,550$6.89M0.01%+2,93313F-HRTimelineGroup
Cornerstone Wealth Management, LLC122,475$6.83M0.29%-1,20313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding118,413$6.6M-19,883Timeline
Perigon Wealth Management, LLC117,056$6.53M0.1%-4,25113F-HRTimeline
Steward Partners Investment Advisory, L…116,848$6.52M0.03%+2,29013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.115,881$6.46M<0.01%-243,54713F-HRTimelineGroup
HighTower Advisors, LLC115,153$6.42M0.01%+2,76513F-HRTimeline
ALBION FINANCIAL GROUP /UT112,200$6.26M0.36%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co109,278$6.09M0.34%-6,69313F-HRTimelineGroup
Sunrise Financial Services, LLC107,920$6.02M3.58%+8,64113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,683$5.78M<0.01%+24,75513F-HRTimelineGroup
EP Wealth Advisors, LLC102,790$5.73M0.02%+90,31313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104,432$5.72M<0.01%+6,72113F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC99,550$5.55M0.75%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding100,536$5.41M+50,121Timeline
Wealthspire Advisors, LLC95,879$5.35M0.03%+63113F-HRTimeline
Quantinno Capital Management LP92,421$5.15M0.01%+40,20513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,622$4.94M<0.01%+5,75613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC80,040$4.46M0.01%-1,42613F-HRTimeline
WealthBridge Capital Management, LLC78,803$4.39M0.87%+1,92413F-HRTimeline
Crusonia Wealth Advisors LLC75,303$4.2M0.69%-1,75813F-HRTimeline
Sound Stewardship, LLC75,200$4.19M1.73%-40113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,128$3.52M<0.01%+5,17313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,764$3.33M<0.01%+5,30013F-HRTimelineGroup
Breakwater Capital Group58,931$3.29M0.39%+55413F-HRTimeline
FMR LLCin group FMR LLC58,058$3.24M<0.01%+2,47013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC55,566$3.1M0.15%+1,95813F-HRTimeline
Modern Wealth Management, LLC53,047$2.96M0.04%013F-HRTimeline
Legacy Private Trust Co.52,381$2.92M0.16%-1,31513F-HRTimeline
INTEGRITY ALLIANCE, LLC.46,443$2.59M0.08%+2,20413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,319$2.58M<0.01%-2,52913F-HRTimelineGroup
TD Waterhouse Canada Inc.44,019$2.45M0.01%-3,04713F-HRTimeline
Boston Standard Wealth Management, LLC42,387$2.37M0.34%+89613F-HRTimeline
Clearstead Advisors, LLC42,267$2.36M0.02%-39,92613F-HRTimeline
EQ WEALTH ADVISORS, LLC41,686$2.32M1.28%-3,56013F-HRTimeline
Advisory Services Network, LLC40,770$2.27M0.03%+613F-HRTimeline
GSG Advisors LLC39,906$2.23M0.49%+3213F-HRTimeline
IEQ CAPITAL, LLC39,784$2.22M0.01%+25113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,758$2.16M0.04%+5,71013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,991$1.95M0.01%+90613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,231$1.91M<0.01%new13F-HRTimelineGroup
Savant Capital, LLC33,847$1.89M0.01%+1,46413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,439$1.81M<0.01%-75013F-HRTimelineGroup
Bell Investment Advisors, Inc32,144$1.79M0.26%-1,52413F-HRTimeline
Cresset Asset Management, LLC31,903$1.78M0.01%+19,05313F-HRTimeline
Evercore Wealth Management, LLC31,160$1.74M0.02%013F-HRTimeline
Resonant Capital Advisors, LLC30,390$1.69M0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,362$1.64M<0.01%+88213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,354$1.53M<0.01%new13F-HRTimelineGroup
KWB Wealth27,177$1.52M0.13%+18513F-HRTimeline
Whipplewood Advisors, LLC26,292$1.47M0.99%-1,80813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC26,164$1.46M0.02%-39013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,095$1.46M0.01%+1,16313F-HRTimelineGroup
BRIGHTON JONES LLC24,248$1.35M0.03%-28613F-HRTimeline
Independent Advisor Alliance24,155$1.35M0.03%-49,04813F-HRTimeline
New England Private Wealth Advisors LLC25,080$1.34M0.13%+813F-HRTimeline
Private Advisor Group, LLC24,030$1.34M0.01%+1,26613F-HRTimeline
Shakespeare Wealth Management, LLC23,098$1.29M0.34%013F-HRTimeline
Sequoia Financial Advisors, LLC22,908$1.28M0.01%+64113F-HRTimeline
Institute for Wealth Management, LLC.21,970$1.23M0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC21,920$1.22M0.07%+3,46513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,864$1.22M<0.01%+1,76813F-HRTimelineGroup
Smith Salley Wealth Management20,743$1.16M0.05%013F-HRTimeline
OMNI 360 Wealth, Inc.20,731$1.16M0.53%-13113F-HRTimeline
MAI Capital Management19,942$1.11M<0.01%+3,37013F-HRTimeline
Integrated Advisors Network LLC19,898$1.11M0.05%+2,37213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,631$1.09M0.01%+25113F-HRTimelineGroup
Pacific Center for Financial Services19,372$1.08M0.24%+1613F-HRTimeline
Parallel Advisors, LLC18,898$1.05M0.02%+49813F-HRTimeline
D.A. DAVIDSON & CO.18,571$1.04M0.01%+6813F-HRTimeline
Atria Investments, Inc18,506$1.03M0.01%+5,37013F-HRTimeline
Marquette Asset Management, LLC18,406$1.03M0.13%-52213F-HRTimeline
WADDELL & ASSOCIATES, LLC17,940$1M0.05%+6813F-HRTimeline
Merit Financial Group, LLC17,865$996K0.01%+66513F-HR/ATimeline
Advance Capital Management, Inc.17,680$986K0.03%+50813F-HRTimeline
Legacy Trust17,065$952K0.17%013F-HRTimeline
Cambridge Investment Research Advisors,…16,603$926K<0.01%-38213F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED16,347$912K0.06%+1,36513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,260$907K<0.01%-2,16013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,197$903K0.01%-16,52113F-HRTimeline
FIRST MANHATTAN CO. LLC.15,269$852K<0.01%-38313F-HRTimeline
Larson Financial Group LLC15,137$844K0.02%+2,38913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,866$829K0.27%+3,29213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,456$806K<0.01%+77813F-HRTimelineGroup
Vise Technologies, Inc.14,216$793K0.01%+6,91013F-HRTimeline
Golden Bell Financial Planning LLC14,205$792K0.58%013F-HRTimeline
RiverFront Investment Group, LLC14,094$786K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,968$779K<0.01%+1,54913F-HRTimelineGroup
NewEdge Advisors, LLC13,857$773K<0.01%+213F-HRTimeline
Wealthfront Advisers LLC13,693$764K<0.01%-1,76613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,466$751K0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,278$741K<0.01%-10,97913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC13,270$740K<0.01%-1,72413F-HRTimelineGroup
Harbour Capital Advisors, LLC13,500$737K0.13%013F-HRTimeline
Vertex Planning Partners, LLC13,149$733K0.11%+6,10713F-HRTimeline
Oxler Private Wealth LLC12,910$720K0.21%-72313F-HRTimeline
Virtus Family Office LLC12,740$711K0.56%+2,23913F-HRTimeline
BLAIR WILLIAM & CO/IL12,647$705K<0.01%+5,52513F-HRTimeline
Revolve Wealth Partners, LLC12,442$694K0.07%-55513F-HRTimeline
Tradition Wealth Management, LLC12,338$688K0.04%+213F-HRTimeline
Western Wealth Management, LLC12,319$687K0.02%+1,05613F-HRTimeline
Sterling Financial Planning, Inc.12,053$672K0.18%-6913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,800$658K<0.01%-2513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,083$618K0.03%-33013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC11,018$614K<0.01%+8813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC11,004$614K0.32%013F-HRTimeline
EnRich Financial Partners LLC10,595$591K0.14%-25413F-HRTimeline
AIMZ Investment Advisors, LLC10,500$586K0.16%013F-HRTimeline
Kathmere Capital Management, LLC10,445$583K0.03%-1,10413F-HRTimeline
Beacon Pointe Advisors, LLC10,303$575K<0.01%-3,14213F-HRTimeline
Capital Investment Advisors, LLC10,238$571K0.01%-17113F-HRTimeline
Arax Advisory Partners10,086$562K<0.01%-85213F-HRTimeline
Bragg Financial Advisors, Inc10,055$561K0.02%-10013F-HRTimeline
PFG Advisors10,021$559K0.03%-7,34613F-HRTimeline
Aviance Capital Partners, LLC10,008$558K0.06%+213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,855$550K0.07%013F-HRTimelineGroup
Prairiewood Capital, LLC9,725$542K0.14%013F-HRTimeline
TopTier Wealth Management, LLC9,643$538K0.32%-2613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV9,472$528K0.17%+513F-HRTimeline
OneDigital Investment Advisors LLC9,396$524K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,179$512K<0.01%+99813F-HRTimeline
Navigate Wealth Management, LLC9,385$510K0.32%-6613F-HRTimeline
Sigma Planning Corp9,079$506K0.01%+45713F-HRTimeline
Quadcap Wealth Management, LLC8,880$495K0.05%013F-HRTimeline
Farther Finance Advisors, LLC8,834$493K<0.01%+53013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,546$477K<0.01%+11413F-HRTimelineGroup
Flatrock Wealth Partners LLC8,346$465K0.18%+1513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,056$449K<0.01%013F-HRTimelineGroup
Trilogy Capital Inc.7,975$445K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,932$442K<0.01%-25,36713F-HRTimelineGroup
Invariant Investment Management8,000$442K0.26%013F-HRTimeline
Snowden Capital Advisors LLC7,805$435K0.01%013F-HRTimeline
&PARTNERS7,781$434K<0.01%+3513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,757$433K<0.01%+1,06813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP7,745$432K<0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,698$429K0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,686$429K<0.01%+1,91813F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding7,470$416K0Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,420$413K0.02%013F-HRTimeline
CENTRAL TRUST Co7,356$410K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC7,252$404K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,227$403K0.01%-18313F-HRTimelineGroup
Janney Montgomery Scott LLC7,234$403K<0.01%-97013F-HRTimeline
Integrated Wealth Concepts LLC6,955$388K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC6,800$379K0.07%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,781$378K<0.01%-13213F-HRTimeline
COURIER CAPITAL LLC6,750$376K0.02%013F-HRTimeline
Trailhead Planners LLC6,685$373K0.36%-3,77513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,495$362K<0.01%013F-HRTimelineGroup
Financial Alternatives, Inc6,463$360K0.18%-10013F-HRTimeline
FAS Wealth Partners, Inc.6,429$359K0.02%+1013F-HRTimeline
Orion Porfolio Solutions, LLC6,395$357K<0.01%-2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,360$355K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc6,025$336K0.01%+1,00513F-HRTimeline
Principle Wealth Partners LLC6,000$335K0.02%013F-HRTimeline
Sightline Wealth Advisors, LLC5,848$326K0.12%+1013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,790$323K0.02%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,754$321K0.03%+8413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,746$320K<0.01%-72413F-HRTimelineGroup
CoreCap Advisors, LLC5,720$319K0.01%013F-HRTimeline
Fermata Advisors, LLC5,697$318K0.06%-1713F-HRTimeline
Fragasso Financial Advisors Inc5,600$312K0.02%013F-HRTimeline
BIP Wealth, LLC5,539$309K0.01%+62513F-HRTimeline
Carnegie Investment Counsel5,485$306K0.01%013F-HRTimeline