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Disclosery

PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

292 managers (293 13F filers) reported a position in PRFZ shares at 2025-09-30, 21,501,517 shares in all. 29 filers opened a position and 15 filers sold out during the quarter.

Managers
292
13F filers
293
New
29
Added
94
Reduced
75
Sold out
15
Shares held by filers
21,501,517

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Aptus Capital Advisors, LLC4,535$206K<0.01%-75613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,525$206K0.01%-75613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,486$204K<0.01%new13F-HRTimelineGroup
Mascagni Wealth Management, Inc.4,472$203K0.16%-1,09013F-HRTimeline
Index Fund Advisors, Inc.4,455$202K0.01%new13F-HRTimeline
IFP Advisors, Inc4,426$201K0.01%+59113F-HR/ATimeline
Capital Investment Advisors, LLC4,407$200K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.4,340$197K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,330$197K0.09%013F-HRTimeline
Creative Capital Management Investments…4,240$193K0.06%013F-HRTimeline
Fortitude Family Office, LLC3,885$176K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,758$171K0.01%013F-HRTimeline
Root Financial Partners, LLC3,335$151K0.01%new13F-HRTimeline
RMG Wealth Management LLC2,858$130K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,706$123K<0.01%-1,07013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…2,680$122K0.03%013F-HRTimeline
AE Wealth Management LLC2,643$120K<0.01%-513F-HRTimeline
Capital Investment Advisory Services, L…2,500$114K0.01%-8013F-HRTimeline
Indiana Trust & Investment Management Co2,380$108K0.03%013F-HRTimeline
GAMMA Investing LLC2,354$107K0.01%013F-HRTimeline
Allworth Financial LP2,309$105K<0.01%+1,80813F-HRTimeline
Geneos Wealth Management Inc.2,255$102K<0.01%+45613F-HRTimeline
BOK Financial Private Wealth, Inc.2,000$90.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,849$84K0.01%+1,74113F-HRTimeline
CBIZ Investment Advisory Services, LLC1,790$81.3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,732$78.7K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,727$78.4K0.01%+29713F-HRTimeline
Addison Advisors LLC1,625$73.8K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,624$73.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,592$72.3K0.06%+513F-HRTimeline
Global Retirement Partners, LLC1,554$70.6K<0.01%-1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,532$69.6K<0.01%-35513F-HRTimelineGroup
Palisade Asset Management, LLC1,515$68.8K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,496$67.9K0.01%new13F-HRTimeline
Tidemark, LLC1,480$67.2K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,323$60.1K0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,313$59.6K0.01%013F-HRTimeline
Blue Trust, Inc.1,168$53.1K<0.01%new13F-HRTimeline
Sachetta, LLC1,100$50K0.02%+213F-HRTimeline
ALERUS FINANCIAL NA1,095$49.7K<0.01%new13F-HRTimeline
TSFG, LLC1,020$46K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA919$41.7K<0.01%013F-HRTimelineGroup
Abound Wealth Management914$41.5K0.01%+313F-HRTimeline
Hoese & Co LLP860$39.1K0.03%013F-HRTimeline
Integrity Financial Corp /WA765$34.7K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.750$34.1K0.01%013F-HRTimeline
HOWE & RUSLING INC725$32.9K<0.01%+30513F-HRTimeline
Medallion Wealth Advisors, LLC700$31.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.632$28.7K<0.01%+4013F-HRTimeline
Red Tortoise LLC625$28.4K0.01%013F-HRTimeline
Perkins Coie Trust Co525$23.8K<0.01%013F-HRTimeline
MCF Advisors LLC511$23.2K<0.01%+41613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.515$23K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOGY JOEL R INVESTMENT COUNSEL INC485$22K<0.01%013F-HRTimeline
New Republic Capital, LLC470$21.3K0.01%013F-HRTimeline
North Capital, Inc.461$20.9K0.02%+113F-HRTimeline
Tortoise Investment Management, LLC420$19.1K<0.01%013F-HRTimeline
Aspect Partners, LLC420$19.1K0.01%013F-HRTimeline
JPL Wealth Management, LLC415$18.9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC400$18.1K<0.01%-7613F-HRTimeline
QUADRANT CAPITAL GROUP LLC390$17.7K<0.01%new13F-HRTimeline
Dunhill Financial, LLC378$17.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC360$16.4K<0.01%+6513F-HRTimeline
Strategic Wealth Partners, Ltd.320$14.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC250$11.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.242$11K<0.01%+113F-HRTimeline
Crewe Advisors LLC238$10.8K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC224$10.3K<0.01%013F-HRTimeline
Fairway Wealth LLC225$10.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners240$10K<0.01%013F-HRTimeline
WPG Advisers, LLC220$9.99K0.01%013F-HRTimeline
Asset Dedication, LLC185$8.4K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC183$8.31K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc177$8.04K<0.01%new13F-HRTimeline
Rise Advisors, LLC169$7.68K<0.01%013F-HRTimeline
Heritage Wealth Advisors160$7.27K<0.01%013F-HRTimeline
Robinswood Financial LLC140$6.37K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC140$6.32K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC128$5.81K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.124$5.63K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding115$5.21K-274Timeline
HHM Wealth Advisors, LLC100$4.54K<0.01%013F-HRTimeline
McIlrath & Eck, LLC98$4.45K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.87$3.88K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.75$3.41K<0.01%013F-HRTimeline
Financial Connections Group, Inc.85$3K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC61$2.77K<0.01%013F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC32$1.45K<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC24$1.09K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$545<0.01%-16,01313F-HRTimelineGroup
Prudent Man Investment Management, Inc.10$417<0.01%013F-HRTimeline
Bare Financial Services, Inc1$30<0.01%013F-HRTimeline