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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
Vident Advisory, LLCin group Vident Advisory, LLC5,383$300K<0.01%-29113F-HRTimelineGroup
MATHER GROUP, LLC.5,332$297K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,266$294K<0.01%-413F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,175$289K0.01%013F-HRTimeline
Intellus Advisors LLC5,165$288K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC5,146$287K0.01%-1,89813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,120$286K<0.01%-10413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,100$284K0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,064$282K<0.01%-19913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,969$277K<0.01%-5313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC4,961$277K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,914$274K0.01%+1013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding4,885$272K+4,770Timeline
VANGUARD GROUP INCgroup of 2 filers holding4,856$271K+12Timeline
MBL Wealth, LLC4,789$267K0.02%-10013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,774$266K<0.01%new13F-HRTimeline
HM PAYSON & CO4,725$264K<0.01%013F-HRTimeline
JMG Financial Group, Ltd.4,703$262K0.01%new13F-HRTimeline
Root Financial Partners, LLC4,677$261K0.01%+67113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,587$256K<0.01%+2713F-HRTimelineGroup
Chicago Partners Investment Group LLC4,777$256K0.01%new13F-HRTimeline
Wedmont Private Capital4,631$253K0.01%013F-HRTimeline
Western Financial Corp/CA4,482$250K0.07%+213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,474$250K0.02%-20013F-HRTimeline
Richmond Investment Services, LLC4,466$249K0.08%new13F-HRTimeline
Index Fund Advisors, Inc.4,455$248K0.01%-2113F-HRTimeline
HUB Investment Partners, LLC4,442$248K<0.01%new13F-HRTimeline
Fusion Capital, LLC4,404$246K0.06%+813F-HRTimeline
Clark Asset Management, LLC4,370$244K0.02%new13F-HRTimeline
Global Retirement Partners, LLC4,354$243K<0.01%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,336$242K<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD4,330$241K0.1%013F-HRTimeline
Genesis Wealth Advisors, LLC4,320$241K0.14%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,315$241K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…4,300$240K0.06%-10513F-HRTimeline
Martin Capital Partners, LLC4,273$238K0.09%new13F-HRTimeline
NewCorp Financial Services, Inc.4,211$235K0.18%-41213F-HRTimeline
Joel Isaacson & Co., LLC4,190$234K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,165$232K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,145$231K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,114$229K<0.01%+813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,100$229K<0.01%new13F-HRTimelineGroup
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA4,070$227K<0.01%new13F-HRTimelineGroup
Plancorp, LLC4,186$227K0.01%013F-HRTimeline
Hirtle & Co., LLC4,042$225K0.01%new13F-HRTimeline
Maple Capital Management, Inc.4,025$224K0.01%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,923$219K0.1%new13F-HRTimeline
Facet Wealth, Inc.3,920$219K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,911$218K<0.01%-73713F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC3,881$216K0.01%+713F-HRTimeline
Balboa Wealth Partners3,859$215K0.03%new13F-HRTimeline
Columbia Bank3,849$215K0.05%new13F-HRTimeline
Freedom Day Solutions, LLC3,775$211K0.05%new13F-HRTimeline
Solitude Financial Services3,750$209K0.06%new13F-HRTimeline
OAKWORTH CAPITAL, INC.3,629$202K0.01%013F-HRTimeline
LJI Wealth Management, LLC3,625$202K0.03%new13F-HRTimeline
Clearwater Capital Advisors, LLC3,618$202K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd3,232$180K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,193$178K0.02%013F-HR/ATimeline
Fortitude Family Office, LLC3,114$174K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,071$171K<0.01%-27613F-HRTimeline
AE Wealth Management LLC2,789$156K<0.01%+14713F-HRTimeline
Allworth Financial LP2,758$154K<0.01%+19013F-HRTimeline
Atlantic Edge Private Wealth Management…2,680$149K0.03%013F-HRTimeline
IFG Advisory, LLC2,510$140K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,500$139K0.01%013F-HRTimeline
Torren Management, LLC2,500$139K0.07%013F-HRTimeline
Center for Financial Planning, Inc.2,420$135K0.01%-1,92013F-HRTimeline
Indiana Trust & Investment Management Co2,380$133K0.04%013F-HRTimeline
GAMMA Investing LLC2,354$131K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,148$120K0.03%013F-HRTimeline
Pioneer Family Office, LLC2,105$117K0.06%013F-HRTimeline
Tidemark, LLC2,064$115K0.03%013F-HRTimeline
Triumph Capital Management1,773$98.9K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,732$96.6K<0.01%013F-HRTimelineGroup
Addison Advisors LLC1,625$90.6K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,604$89.4K<0.01%+26713F-HRTimelineGroup
Harbor Asset Planning, Inc.1,602$89.3K0.07%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,342$74.8K<0.01%+37413F-HRTimeline
PRIVATE TRUST CO NA1,313$73.2K0.01%+913F-HRTimeline
Milestone Investment Advisors LLC1,313$73.2K0.02%013F-HRTimeline
Clearstead Trust, LLC1,123$62.6K0.01%+14013F-HRTimeline
Sachetta, LLC1,107$61.8K0.03%+213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,055$58.8K<0.01%013F-HRTimeline
TSFG, LLC1,020$57K0.01%013F-HRTimeline
Abound Wealth Management920$51.3K0.01%+213F-HRTimeline
BOKF, NAin group BOKF, NA919$51.3K<0.01%013F-HRTimelineGroup
Hoese & Co LLP860$48K0.03%013F-HRTimeline
Coastline Trust Co825$46K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Downshift Financial, LLC776$43.3K0.02%new13F-HRTimeline
First Pacific Financial761$42.4K0.01%+63413F-HRTimeline
HOWE & RUSLING INC725$40.4K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.680$37.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC679$37.9K0.01%-3,94913F-HRTimeline
Mosley Wealth Management670$37.4K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV604$33.7K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP574$32K<0.01%new13F-HRTimeline
Perkins Coie Trust Co525$29.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.515$29K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.513$28.6K0.01%+113F-HRTimeline
MCF Advisors LLC511$28.5K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC500$27.9K0.01%new13F-HRTimeline
Allied Private Wealth LLC515$27.9K0.02%13F-HRTimeline
New Republic Capital, LLC470$26.2K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC443$24.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC423$23.6K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …427$23.5K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC379$21.1K<0.01%+113F-HRTimeline
Align Financial, LLC354$19.7K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.320$17.8K<0.01%013F-HRTimeline
Quent Capital, LLC317$17.7K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC307$17.1K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp295$16.5K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC295$16.5K<0.01%-6513F-HRTimeline
Ankerstar Wealth, LLC271$15.1K0.01%013F-HRTimeline
Activest Wealth Management259$14.4K<0.01%+113F-HRTimeline
Archer Investment Corp253$14.1K<0.01%new13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC250$13.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.243$13.6K<0.01%013F-HRTimeline
Crewe Advisors LLC238$13.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc235$13.1K<0.01%+5813F-HRTimeline
Coston, McIsaac & Partners240$13K<0.01%013F-HRTimeline
Fairway Wealth LLC225$12.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC225$12.5K<0.01%-47513F-HRTimeline
Salomon & Ludwin, LLC213$11.9K<0.01%-1113F-HRTimeline
Continuum Advisory, LLC200$11.2K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC183$10.2K<0.01%013F-HRTimeline
Prosperity Bancshares Inc175$9.76K0.01%013F-HRTimeline
Blue Trust, Inc.167$9.31K<0.01%013F-HRTimeline
Heritage Wealth Advisors160$8.92K<0.01%013F-HRTimeline
High Note Wealth, LLC152$8.48K<0.01%new13F-HRTimeline
Asset Dedication, LLC150$8.37K<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.144$8.04K<0.01%13F-HRTimeline
Robinswood Financial LLC140$7.83K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC128$7.14K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…125$6.97K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.124$6.92K<0.01%13F-HRTimeline
Cordant, Inc.118$6.58K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC108$5.97K<0.01%013F-HRTimeline
Advocate Investing Services LLC100$5.58K<0.01%new13F-HRTimeline
WealthCollab, LLC95$5.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC97$5.24K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.87$4.85K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.75$4.18K<0.01%new13F-HRTimeline
CGC Financial Services, LLC75$4.18K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC70$3.9K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.63$3.51K<0.01%-7413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC43$2.4K<0.01%-1813F-HRTimeline
WOLFF WIESE MAGANA LLC20$1.12K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…19$1.06K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.10$459<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7$390<0.01%013F-HRTimelineGroup
NVWM, LLC4$224<0.01%+213F-HRTimeline
Signature Resources Capital Management,…1$56<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$16<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.