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Disclosery

PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

313 managers (316 13F filers) reported a position in PRFZ shares at 2025-12-31, 22,528,914 shares in all. 29 filers opened a position and 21 filers sold out during the quarter.

Managers
313
13F filers
316
New
29
Added
91
Reduced
82
Sold out
21
Shares held by filers
22,528,914

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.5,063$232K<0.01%+27913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,062$232K<0.01%-49113F-HRTimeline
MATHER GROUP, LLC.4,963$228K<0.01%-3013F-HRTimeline
Avidian Wealth Enterprises, LLC4,961$228K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,914$226K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital4,746$225K0.01%+11513F-HRTimeline
MBL Wealth, LLC4,889$224K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,889$224K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,894$224K0.01%+913F-HR/ATimelineGroup
NewCorp Financial Services, Inc.4,808$221K0.2%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,768$219K<0.01%+28213F-HRTimelineGroup
Aptus Capital Advisors, LLC4,734$217K<0.01%+19913F-HRTimeline
HM PAYSON & CO4,725$217K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,648$213K<0.01%-2,02813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,554$211K<0.01%+2213F-HRTimelineGroup
Solitude Financial Services4,550$209K0.07%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,502$207K0.01%-2313F-HRTimeline
Index Fund Advisors, Inc.4,455$204K0.01%013F-HRTimeline
Creative Capital Management Investments…4,405$202K0.06%+16513F-HRTimeline
Fusion Capital, LLC4,386$201K0.06%new13F-HRTimeline
Center for Financial Planning, Inc.4,340$199K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,330$199K0.09%013F-HRTimeline
Global Retirement Partners, LLC4,015$184K<0.01%+2,46113F-HRTimeline
Root Financial Partners, LLC4,006$184K0.01%+67113F-HRTimeline
Founders Financial Alliance, LLC3,950$181K0.03%-67513F-HRTimeline
OAKWORTH CAPITAL, INC.3,758$172K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,193$147K0.02%13F-HRTimeline
Fortitude Family Office, LLC3,114$143K0.03%-77113F-HRTimeline
WHI TRUST Co LLC3,070$141K0.11%13F-HRTimeline
Litman Gregory Wealth Management LLC2,695$124K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,680$123K0.03%013F-HRTimeline
AE Wealth Management LLC2,642$121K<0.01%-113F-HRTimeline
Capital Investment Advisory Services, L…2,500$115K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,380$109K0.03%013F-HRTimeline
GAMMA Investing LLC2,354$108K0.01%013F-HRTimeline
Allworth Financial LP2,336$107K<0.01%+2713F-HRTimeline
Pioneer Family Office, LLC2,105$96.6K0.07%13F-HRTimeline
Tidemark, LLC2,064$94.7K0.03%+58413F-HRTimeline
Smartleaf Asset Management LLC1,849$85.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,833$84.1K<0.01%-42213F-HRTimeline
CBIZ Investment Advisory Services, LLC1,790$82.1K<0.01%013F-HRTimeline
Triumph Capital Management1,774$81.4K0.02%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,732$79.5K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,727$79.3K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,680$77.1K<0.01%+14813F-HRTimelineGroup
Addison Advisors LLC1,625$74.6K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.1,595$73.2K0.06%+313F-HRTimeline
PRIVATE TRUST CO NA1,323$60.7K0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,313$60.2K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,291$59.2K0.01%-20513F-HRTimeline
Sachetta, LLC1,103$50.6K0.03%+313F-HRTimeline
ALERUS FINANCIAL NA1,095$50.2K<0.01%013F-HRTimeline
HOWE & RUSLING INC1,030$47.3K<0.01%+30513F-HRTimeline
TSFG, LLC1,020$47K0.01%013F-HRTimeline
Clearstead Trust, LLC983$45.1K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA919$42.2K<0.01%013F-HRTimelineGroup
Abound Wealth Management917$42.1K0.01%+313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…911$41.8K<0.01%+89913F-HRTimelineGroup
Hoese & Co LLP860$39.5K0.03%013F-HRTimeline
Integrity Financial Corp /WA765$35.1K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.750$34.4K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC700$32.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.628$28.8K<0.01%-413F-HRTimeline
Red Tortoise LLC625$28.7K0.01%013F-HRTimeline
Perkins Coie Trust Co525$24.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.515$24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCF Advisors LLC511$23.4K<0.01%013F-HRTimeline
New Republic Capital, LLC470$21.6K0.01%013F-HRTimeline
Bogart Wealth, LLC423$19.4K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC400$18.4K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC390$17.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC379$17.4K<0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC360$16.5K<0.01%013F-HRTimeline
Align Financial, LLC16,245$16.2K0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC345$15.8K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.320$14.7K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.315$14K0.01%13F-HRTimeline
SYM FINANCIAL Corp295$13.5K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC271$12.4K0.01%13F-HRTimeline
Activest Wealth Management258$11.8K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC250$11.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.242$11.1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners240$11K<0.01%013F-HRTimeline
Crewe Advisors LLC238$10.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC224$10.5K<0.01%013F-HRTimeline
Fairway Wealth LLC225$10.3K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.189$8.67K<0.01%-1,81113F-HRTimeline
Asset Dedication, LLC185$8.49K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC183$8.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc177$8.12K<0.01%013F-HRTimeline
Prosperity Bancshares Inc175$8.03K0.01%13F-HRTimeline
Blue Trust, Inc.167$7.66K<0.01%-1,00113F-HRTimeline
Heritage Wealth Advisors160$7.34K<0.01%013F-HRTimeline
McIlrath & Eck, LLC157$7.22K<0.01%+5913F-HRTimeline
Robinswood Financial LLC140$6.44K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.137$6.29K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC128$5.87K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…125$5.74K<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.124$5.69K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…115$5.28K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC97$4.68K<0.01%-4313F-HRTimeline
WealthCollab, LLC95$4.36K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.87$3.99K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC86$3.95K<0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC75$3.45K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.75$3.44K<0.01%013F-HRTimeline
Motiv8 Investments LLC60$3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC61$2.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC32$1.47K<0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…19$872<0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.10$459<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7$321<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$13<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.