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Disclosery

PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

282 managers (284 13F filers) reported a position in PRFZ shares at 2025-03-31, 42,313,317 shares in all. 23 filers opened a position and 19 filers sold out during the quarter.

Managers
282
13F filers
284
New
23
Added
85
Reduced
87
Sold out
19
Shares held by filers
42,313,317

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
OAKWORTH CAPITAL, INC.3,758$142K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,755$142K0.01%-15613F-HRTimelineGroup
NorthRock Partners, LLC3,596$136K<0.01%+31613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,774$115K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,854$108K<0.01%+1,83213F-HRTimeline
Atlantic Edge Private Wealth Management…2,680$101K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…2,580$97.7K0.01%-10513F-HRTimeline
Indiana Trust & Investment Management Co2,380$90.1K0.03%013F-HRTimeline
GAMMA Investing LLC2,354$89.1K0.01%+92013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,300$87.1K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,263$85.7K<0.01%-1713F-HRTimeline
Tanglewood Legacy Advisors, LLC2,189$82.9K0.04%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,000$75.7K0.01%013F-HRTimeline
IFP Advisors, Inc1,920$72.7K<0.01%+1,89413F-HRTimeline
CBIZ Investment Advisory Services, LLC1,790$67.8K<0.01%013F-HR/ATimeline
Sandy Spring Bank1,732$65.6K<0.01%+69213F-HRTimeline
Sunbelt Securities, Inc.1,727$65.4K0.01%+29713F-HRTimeline
Addison Advisors LLC1,625$61.5K0.02%013F-HRTimeline
Tidemark, LLC1,480$56K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.1,426$54K0.02%new13F-HRTimeline
Cordgrass Capital Advisors, LLC1,380$52.2K0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,313$49.7K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,250$47.3K0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC1,169$44.3K<0.01%013F-HRTimeline
Sachetta, LLC1,095$41.4K0.02%-14313F-HRTimeline
TSFG, LLC1,020$39K0.01%013F-HRTimeline
PRIVATE TRUST CO NA995$37.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC976$37K<0.01%+15613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.950$36K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA924$35K<0.01%+513F-HRTimelineGroup
Abound Wealth Management909$34.4K0.01%+113F-HRTimeline
Hoese & Co LLP860$32.6K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC824$31.2K0.01%013F-HRTimeline
Integrity Financial Corp /WA765$29K0.02%013F-HRTimeline
NewEdge Advisors, LLC758$28.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.750$28.4K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC700$26.5K0.01%013F-HRTimeline
Continuum Advisory, LLC689$26.1K<0.01%-10613F-HRTimeline
Red Tortoise LLC625$23.7K0.01%013F-HRTimeline
Global Financial Private Client, LLC570$21.6K0.01%013F-HRTimeline
Perkins Coie Trust Co525$19.9K<0.01%013F-HRTimeline
Allworth Financial LP501$18.4K<0.01%-44513F-HRTimeline
Clearstead Advisors, LLC477$18.1K<0.01%013F-HRTimeline
New Republic Capital, LLC470$17.8K0.01%013F-HRTimeline
North Capital, Inc.460$17.4K0.02%13F-HRTimeline
Aspect Partners, LLC432$16.4K0.01%+1213F-HRTimeline
HOWE & RUSLING INC420$15.9K<0.01%-113F-HRTimeline
Tortoise Investment Management, LLC420$15.9K<0.01%013F-HR/ATimeline
Bristlecone Advisors, LLC390$14.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC390$14.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC378$14.3K0.01%+27513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC295$11.2K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC270$10.2K<0.01%013F-HRTimeline
Fairway Wealth LLC260$9.84K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC250$9.46K<0.01%013F-HRTimeline
North Star Investment Management Corp.240$9.1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners240$9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC224$8.48K<0.01%013F-HRTimeline
WPG Advisers, LLC220$8.33K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…205$7.76K<0.01%013F-HRTimelineGroup
Greenline Partners, LLC205$7.76K<0.01%013F-HRTimeline
Asset Dedication, LLC185$7K<0.01%013F-HRTimeline
Rise Advisors, LLC168$6.37K<0.01%-3013F-HRTimeline
Heritage Wealth Advisors160$6.06K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…153$5.79K<0.01%new13F-HRTimeline
Robinswood Financial LLC140$5.31K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…114$4.32K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.110$4.17K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC108$4.1K<0.01%-3113F-HRTimeline
HARBOUR INVESTMENTS, INC.105$3.98K<0.01%new13F-HRTimeline
MCF Advisors LLC95$3.6K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK80$3.03K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.75$2.84K<0.01%-9013F-HRTimeline
WASHINGTON TRUST Co70$2.65K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC61$2.31K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC34$1.31K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC32$1.21K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC24$909<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.10$417<0.01%013F-HRTimeline
Bare Financial Services, Inc1$25<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC42$1.04M-27,74713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.