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Disclosery

PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

283 managers (285 13F filers) reported a position in PRFZ shares at 2025-06-30, 21,301,700 shares in all. 23 filers opened a position and 22 filers sold out during the quarter.

Managers
283
13F filers
285
New
23
Added
80
Reduced
101
Sold out
22
Shares held by filers
21,301,700

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
Center for Financial Planning, Inc.4,340$177K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,330$176K0.09%013F-HRTimeline
Creative Capital Management Investments…4,240$172K0.06%013F-HRTimeline
Founders Financial Alliance, LLC3,950$161K0.04%-67113F-HRTimeline
Fortitude Family Office, LLC3,885$158K0.05%013F-HRTimeline
IFP Advisors, Inc3,835$156K<0.01%+1,91513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,776$154K<0.01%+1,00213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,755$153K0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.3,758$153K0.01%013F-HRTimeline
RMG Wealth Management LLC2,858$120K0.02%13F-HRTimeline
Atlantic Edge Private Wealth Management…2,680$109K0.03%013F-HRTimeline
AE Wealth Management LLC2,648$108K<0.01%+38513F-HRTimeline
Capital Investment Advisory Services, L…2,580$105K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,468$100K<0.01%-1,35513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,425$98.6K<0.01%+1,47513F-HRTimelineGroup
Indiana Trust & Investment Management Co2,380$96.8K0.03%013F-HRTimeline
GAMMA Investing LLC2,354$95.7K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,189$89K0.04%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,000$81.3K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,887$76.7K<0.01%-41313F-HRTimelineGroup
Geneos Wealth Management Inc.1,799$73.2K<0.01%-1,05513F-HRTimeline
CBIZ Investment Advisory Services, LLC1,790$72.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,732$70.4K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC1,625$66.1K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,624$66K<0.01%+45513F-HRTimeline
Harbor Asset Planning, Inc.1,587$64.6K0.06%13F-HRTimeline
Farther Finance Advisors, LLC1,574$64K<0.01%+59813F-HRTimeline
Global Retirement Partners, LLC1,564$63.6K<0.01%13F-HRTimeline
Tidemark, LLC1,480$60.2K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,430$59.5K0.01%-29713F-HRTimeline
PRIVATE TRUST CO NA1,323$53.8K0.01%+32813F-HRTimeline
Milestone Investment Advisors LLC1,313$53.4K0.01%013F-HRTimeline
Sachetta, LLC1,098$44.6K0.02%+313F-HRTimeline
TSFG, LLC1,020$41K0.01%013F-HRTimeline
NewEdge Advisors, LLC929$37.8K<0.01%+17113F-HRTimeline
BOKF, NAin group BOKF, NA919$37.4K<0.01%-513F-HRTimelineGroup
Abound Wealth Management911$37.1K0.01%+213F-HRTimeline
Hoese & Co LLP860$35K0.03%013F-HRTimeline
Integrity Financial Corp /WA765$31.1K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.750$30.5K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC700$28.5K0.01%013F-HRTimeline
Red Tortoise LLC625$25.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.592$24.1K<0.01%+48713F-HRTimeline
Perkins Coie Trust Co525$21.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.515$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP501$20.4K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC485$19.7K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC476$19.4K<0.01%-113F-HRTimeline
New Republic Capital, LLC470$19.1K0.01%013F-HRTimeline
North Capital, Inc.460$18.7K0.02%013F-HRTimeline
HOWE & RUSLING INC420$17.1K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC420$17.1K<0.01%013F-HRTimeline
Aspect Partners, LLC420$17.1K0.01%-1213F-HRTimeline
Bristlecone Advisors, LLC391$15.9K<0.01%+113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding389$15.8K+275Timeline
Dunhill Financial, LLC378$15.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.320$13K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC295$12K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC250$10.2K<0.01%013F-HRTimeline
Brooklyn Investment Group250$10.2K<0.01%new13F-HR/ATimeline
North Star Investment Management Corp.241$9.8K<0.01%+113F-HRTimeline
Crewe Advisors LLC238$9.68K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC224$9.35K<0.01%013F-HRTimeline
Fairway Wealth LLC225$9.15K<0.01%-3513F-HRTimeline
Coston, McIsaac & Partners240$9K<0.01%013F-HRTimeline
WPG Advisers, LLC220$8.95K0.01%013F-HRTimeline
Asset Dedication, LLC185$7.52K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC183$7.44K<0.01%new13F-HRTimeline
Rise Advisors, LLC169$6.86K<0.01%+113F-HRTimeline
Heritage Wealth Advisors160$6.51K<0.01%013F-HRTimeline
Robinswood Financial LLC140$5.71K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC108$4.39K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$4.07K<0.01%-17013F-HRTimeline
MCF Advisors LLC95$3.86K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.75$3.05K<0.01%013F-HRTimeline
Financial Connections Group, Inc.85$3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC61$2.48K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC32$1.3K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC24$976<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.10$417<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…10$407<0.01%-14313F-HRTimeline
Bare Financial Services, Inc1$27<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.