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Disclosery

PRFZ INVESCO EXCHANGE TRADED FD T

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RAFI US 1500 (fund)

317 managers (321 13F filers) reported a position in PRFZ shares at 2026-03-31, 23,473,569 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
317
13F filers
321
New
26
Added
94
Reduced
88
Sold out
19
Shares held by filers
23,473,569

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,224$240K<0.01%+45613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,175$237K<0.01%013F-HRTimeline
Intellus Advisors LLC5,165$237K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,100$234K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,022$230K<0.01%-37713F-HRTimelineGroup
IFP Advisors, Inc5,020$230K<0.01%-10713F-HRTimeline
Avidian Wealth Enterprises, LLC4,961$228K0.01%013F-HRTimeline
BIP Wealth, LLC4,914$225K0.01%new13F-HRTimeline
MBL Wealth, LLC4,889$224K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,904$224K0.01%+1013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding4,844$222KnewTimeline
Wedmont Private Capital4,631$222K0.01%-11513F-HRTimeline
NORDEN GROUP LLC4,757$218K0.02%new13F-HRTimeline
HM PAYSON & CO4,725$217K<0.01%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,674$214K0.02%-2,10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,648$213K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC4,628$212K0.04%+67813F-HRTimeline
NewCorp Financial Services, Inc.4,623$212K0.18%-18513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,560$209K<0.01%+613F-HRTimelineGroup
Western Financial Corp/CA4,480$206K0.08%new13F-HRTimeline
Index Fund Advisors, Inc.4,476$205K0.01%+2113F-HRTimeline
Creative Capital Management Investments…4,405$202K0.06%013F-HRTimeline
Fusion Capital, LLC4,396$202K0.05%+1013F-HRTimeline
Plancorp, LLC4,186$200K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.4,340$199K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,330$199K0.09%013F-HRTimeline
Aptus Capital Advisors, LLC4,106$188K<0.01%-62813F-HRTimeline
Root Financial Partners, LLC4,006$184K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,874$178K0.01%-62813F-HRTimeline
OAKWORTH CAPITAL, INC.3,629$166K0.01%-12913F-HRTimeline
Geneos Wealth Management Inc.3,347$154K<0.01%+1,51413F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,193$146K0.02%013F-HRTimeline
RMG Wealth Management LLC2,858$146K0.02%new13F-HRTimeline
Fortitude Family Office, LLC3,114$143K0.03%013F-HRTimeline
WHI TRUST Co LLC3,070$141K0.11%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,680$123K0.03%013F-HRTimeline
AE Wealth Management LLC2,642$121K<0.01%013F-HRTimeline
Allworth Financial LP2,568$118K<0.01%+23213F-HRTimeline
Capital Investment Advisory Services, L…2,500$115K0.01%013F-HRTimeline
Torren Management, LLC2,500$115K0.06%-35,79413F-HRTimeline
Indiana Trust & Investment Management Co2,380$109K0.03%013F-HRTimeline
GAMMA Investing LLC2,354$108K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,148$98.5K0.03%new13F-HRTimeline
Pioneer Family Office, LLC2,105$96.6K0.06%013F-HRTimeline
Tidemark, LLC2,064$94.7K0.02%013F-HRTimeline
Triumph Capital Management1,773$81.3K0.02%-113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,732$79.5K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,727$79.2K0.01%013F-HRTimeline
Addison Advisors LLC1,625$74.5K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.1,599$73.3K0.06%+413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,337$61.3K<0.01%-34313F-HRTimelineGroup
Milestone Investment Advisors LLC1,313$60.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,304$59.8K0.01%-1913F-HRTimeline
Sachetta, LLC1,105$50.7K0.03%+213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,055$48.4K<0.01%new13F-HRTimeline
TSFG, LLC1,020$47K0.01%013F-HRTimeline
Clearstead Trust, LLC983$45.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.968$44.4K<0.01%+34013F-HRTimeline
BOKF, NAin group BOKF, NA919$42.2K<0.01%013F-HRTimelineGroup
Abound Wealth Management918$42.1K0.01%+113F-HRTimeline
Hoese & Co LLP860$39.4K0.03%013F-HRTimeline
Coastline Trust Co825$37.8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOWE & RUSLING INC725$33.3K<0.01%-30513F-HRTimeline
Medallion Wealth Advisors, LLC700$32.1K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.680$31.2K<0.01%-61113F-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.
BARRETT & COMPANY, INC.512$23.5K0.01%-23813F-HRTimeline
MCF Advisors LLC511$23.4K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC475$21.8K<0.01%new13F-HRTimeline
New Republic Capital, LLC470$21.6K0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC460$21.1K0.01%13F-HRTimeline
Cassaday & Co Wealth Management LLC443$20.3K<0.01%new13F-HRTimeline
Bogart Wealth, LLC423$19.4K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC360$18.2K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC390$17.9K<0.01%013F-HR/ATimeline
Dunhill Financial, LLC378$17.4K<0.01%-113F-HRTimeline
Align Financial, LLC354$16.2K0.01%-15,89113F-HRTimeline
Strategic Wealth Partners, Ltd.320$14.7K<0.01%013F-HRTimeline
Quent Capital, LLC317$14.5K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp295$13.5K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC271$12.4K0.01%013F-HRTimeline
Activest Wealth Management258$11.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC250$11.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.243$11.1K<0.01%+113F-HRTimeline
Coston, McIsaac & Partners240$11K<0.01%013F-HRTimeline
Crewe Advisors LLC238$10.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC224$10.4K<0.01%013F-HRTimeline
Fairway Wealth LLC225$10.3K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC183$8.39K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc177$8.12K<0.01%013F-HRTimeline
Prosperity Bancshares Inc175$8.03K0.01%013F-HRTimeline
Blue Trust, Inc.167$7.66K<0.01%013F-HRTimeline
Heritage Wealth Advisors160$7.34K<0.01%013F-HRTimeline
McIlrath & Eck, LLC147$6.76K<0.01%-1013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC128$6.56K<0.01%013F-HRTimeline
Robinswood Financial LLC140$6.44K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.137$6.28K<0.01%013F-HRTimeline
First Pacific Financial127$5.83K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…125$5.73K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…115$5.29K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC97$4.97K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC108$4.8K<0.01%-1,74113F-HRTimeline
WealthCollab, LLC95$4.36K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.87$3.99K<0.01%013F-HRTimeline
CGC Financial Services, LLC75$3.44K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC70$3.21K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC61$2.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust41$1.88K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC20$918<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…19$871<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.10$459<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7$321<0.01%013F-HRTimelineGroup
NVWM, LLC2$92<0.01%new13F-HRTimeline
Signature Resources Capital Management,…1$46<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.