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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
Charles Schwab Trust Cogroup of 2 filers holding21,031,230$796M+1,276,665Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,563,399$97.1M0.01%-48,17513F-HRTimelineGroup
Waverly Advisors, LLC1,230,237$46.6M0.57%-90,82313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,111,281$42.1M<0.01%-14,25713F-HRTimelineGroup
LPL Financial LLC1,083,891$41M0.02%-155,71413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,021,350$38.7M0.01%+11,89713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,013,774$38.4M1.56%-92,12813F-HRTimelineGroup
Arbor Investment Advisors, LLC884,992$33.5M4.58%+21,33013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA727,681$27.6M0.01%+36,50213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN699,544$26.5M0.01%-70,69513F-HRTimelineGroup
UBS Group AGin group UBS Group AG675,763$25.6M0.01%-73213F-HRTimelineGroup
Stonebridge Financial Group, LLC670,623$25.4M2.7%+43,06513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…525,359$19.9M0.04%-10,13513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.505,921$19.2M0.12%+95,53713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.499,514$18.9M<0.01%+53,03113F-HRTimelineGroup
Cetera Investment Advisers431,612$16.3M0.03%+3,94213F-HRTimeline
Wealthspire Retirement, LLC410,338$15.5M1.23%-10,16013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.295,448$11.2M0.02%-4,28413F-HRTimelineGroup
Callan Capital, LLC271,234$10.3M0.76%-5,70513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC253,774$9.61M0.01%-3,85613F-HRTimeline
Mariner, LLCin group Mariner, LLC252,830$9.57M0.02%-5,73413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS250,632$9.49M0.02%-8,13313F-HRTimeline
Johnson & White Wealth Management, LLC229,594$8.69M4.88%+9,92213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.217,513$8.24M0.08%+24,84713F-HRTimelineGroup
Dynamic Advisor Solutions LLC209,521$7.93M0.26%+18,88513F-HRTimeline
Accredited Investors Inc.194,861$7.38M0.46%-6,39613F-HRTimeline
Three Bridge Wealth Advisors, LLC192,467$7.29M2.54%+1,09313F-HRTimeline
Regal Investment Advisors LLC163,302$6.18M0.5%+13,68413F-HRTimeline
Arlington Financial Advisors, LLC161,572$6.12M1.08%-8,66913F-HRTimeline
WCG Wealth Advisors LLC160,351$6.07M0.46%-27,59413F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth158,505$6M0.02%+31,11113F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV151,030$5.72M0.01%-1,30313F-HRTimeline
Perigon Wealth Management, LLC132,839$5.03M0.13%-3,39513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC130,699$4.95M0.01%+3,53913F-HRTimelineGroup
Cornerstone Wealth Management, LLC129,811$4.91M0.33%+1,54513F-HRTimeline
Creative Planningin group Creative Planning124,664$4.72M<0.01%+17,37813F-HRTimelineGroup
Steward Partners Investment Advisory, L…123,143$4.66M0.04%+7,68613F-HRTimeline
HighTower Advisors, LLC116,937$4.43M0.01%+6,75013F-HRTimeline
ALBION FINANCIAL GROUP /UT112,200$4.25M0.3%013F-HRTimeline
Traction Financial Partners, LLC103,007$3.9M3.05%-3,46313F-HRTimeline
Wealthspire Advisors, LLC97,538$3.69M0.02%-86313F-HRTimeline
Legacy Private Trust Co.96,250$3.64M0.25%-1,50613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,747$3.47M<0.01%-12,57813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC89,353$3.39M<0.01%-13,23413F-HRTimelineGroup
WealthBridge Capital Management, LLC77,457$2.93M0.83%+83913F-HRTimeline
Sound Stewardship, LLC75,963$2.88M1.64%-6813F-HRTimeline
Verum Partners LLC74,597$2.82M0.76%+50,36413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,881$2.38M<0.01%+1,17413F-HRTimelineGroup
TD Waterhouse Canada Inc.59,808$2.26M0.02%+1,53213F-HRTimeline
JFS WEALTH ADVISORS, LLC59,641$2.26M0.15%-1,25213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,634$2.22M<0.01%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC56,822$2.15M0.04%-8,44513F-HRTimeline
Clarius Group, LLC53,453$2.02M0.13%-1,52513F-HRTimeline
EQ WEALTH ADVISORS, LLC47,681$1.81M1.44%-17413F-HRTimeline
PFG Advisors43,204$1.64M0.09%+96413F-HRTimeline
FMR LLCin group FMR LLC42,863$1.62M<0.01%-1,49713F-HRTimelineGroup
Marquette Asset Management, LLC42,280$1.6M0.28%-46413F-HRTimeline
Boston Standard Wealth Management, LLC41,251$1.57M0.35%-1,06413F-HRTimeline
Advisory Services Network, LLC40,870$1.55M0.03%+4,54813F-HRTimeline
Sanctuary Advisors, LLC38,423$1.45M0.01%+1,05913F-HRTimeline
GSG Advisors LLC39,704$1.43M0.47%+2013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC36,269$1.37M0.01%+26113F-HR/ATimelineGroup
Evercore Wealth Management, LLC35,020$1.33M0.02%013F-HRTimeline
Private Advisor Group, LLC34,894$1.32M0.01%-1,90613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,553$1.32M0.08%+69613F-HRTimelineGroup
Resonant Capital Advisors, LLC33,492$1.27M0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,087$1.21M<0.01%-7,73813F-HRTimelineGroup
KWB Wealth28,949$1.2M0.15%-4,21413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,748$1.2M0.01%-1,01113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,052$1.18M<0.01%+13,84413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,492$1.15M<0.01%-11,59313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC27,789$1.05M0.03%-14113F-HRTimeline
Independent Advisor Alliance27,636$1.05M0.03%-104,34213F-HRTimeline
Lion Street Advisors, LLC26,399$999K0.32%-2,79513F-HRTimeline
New England Private Wealth Advisors LLC26,128$989K0.15%+713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,681$972K0.01%-39713F-HRTimelineGroup
D.A. DAVIDSON & CO.25,391$961K0.01%+2,99913F-HRTimeline
Shakespeare Wealth Management, LLC24,359$922K0.25%-1,03513F-HRTimeline
BRIGHTON JONES LLC24,291$920K0.03%-88613F-HRTimeline
Institute for Wealth Management, LLC.22,440$850K0.11%013F-HRTimeline
OMNI 360 Wealth, Inc.21,886$829K0.56%+613F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,560$818K<0.01%+9,45813F-HR/ATimelineGroup
SFE Investment Counsel20,948$793K0.16%new13F-HRTimeline
Pacific Center for Financial Services20,589$780K0.21%+1013F-HRTimeline
Parallel Advisors, LLC20,578$779K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,338$770K<0.01%+2,42813F-HRTimelineGroup
Smith Salley Wealth Management20,070$760K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…18,814$712K<0.01%+6,81713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,402$697K<0.01%+54213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,900$678K0.01%+2,88413F-HRTimelineGroup
IEQ CAPITAL, LLC17,799$674K0.01%+2,55713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC17,975$661K0.07%013F-HRTimeline
WADDELL & ASSOCIATES, LLC17,451$661K0.08%-6013F-HR/ATimeline
Golden Bell Financial Planning LLC17,282$654K0.64%-18613F-HRTimeline
Oxler Private Wealth LLC16,335$618K0.22%+1913F-HRTimeline
MAI Capital Management15,733$596K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC15,522$588K<0.01%+7313F-HRTimeline
Arax Advisory Partners14,750$558K0.04%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA14,628$554K<0.01%+2613F-HRTimelineGroup
Larson Financial Group LLC14,603$553K0.03%+413F-HRTimeline
Quantinno Capital Management LP14,588$552K<0.01%+1,56713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,345$543K<0.01%-2,53113F-HRTimelineGroup
Sterling Financial Planning, Inc.14,106$534K0.19%-11313F-HRTimeline
Revolve Wealth Partners, LLC13,838$524K0.08%+1,39613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,552$513K0.09%-17313F-HRTimeline
EP Wealth Advisors, LLC13,481$510K<0.01%+2,22513F-HRTimeline
Advance Capital Management, Inc.13,470$510K0.02%-9013F-HRTimeline
Tradition Wealth Management, LLC13,175$499K0.04%+113F-HRTimeline
Western Wealth Management, LLC12,934$490K0.03%-17913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,803$485K0.01%new13F-HRTimelineGroup
Harbour Capital Advisors, LLC13,500$485K0.12%013F-HRTimeline
RiverFront Investment Group, LLC12,124$459K0.01%+22013F-HRTimeline
Kathmere Capital Management, LLC12,072$457K0.04%-8013F-HRTimeline
WealthShield Partners, LLC11,656$441K0.06%-31313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,398$432K0.03%+113F-HRTimelineGroup
EnRich Financial Partners LLC11,364$430K0.14%-1,70413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC11,004$417K0.19%013F-HRTimeline
Cresset Asset Management, LLC10,714$406K<0.01%+33513F-HRTimeline
COMERICA BANK10,578$400K<0.01%-11213F-HRTimeline
AIMZ Investment Advisors, LLC10,500$398K0.14%013F-HRTimeline
Financial Advocates Investment Manageme…10,356$392K0.03%-84913F-HRTimeline
Aviance Capital Partners, LLC10,168$385K0.05%+113F-HRTimeline
Prairiewood Capital, LLC9,908$375K0.15%+10613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,855$373K0.05%013F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC9,752$369K<0.01%+27613F-HRTimeline
Orion Portfolio Solutions, LLC9,752$369K<0.01%+27613F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV9,648$365K0.14%-12213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,430$357K<0.01%-12513F-HRTimelineGroup
Wealthfront Advisers LLC9,364$355K<0.01%-2,66213F-HRTimeline
Trilogy Capital Inc.9,155$347K0.02%-32513F-HRTimeline
Bragg Financial Advisors, Inc9,060$343K0.01%new13F-HRTimeline
GTS SECURITIES LLC9,059$343K0.01%new13F-HRTimeline
Sigma Planning Corp9,054$343K0.01%+77413F-HRTimeline
Quadcap Wealth Management, LLC8,880$336K0.05%013F-HRTimeline
Efficient Frontier Advisors LLC7,742$313K0.2%+913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,250$312K0.01%+2,37813F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,165$309K0.01%-1,78213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,163$309K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC8,073$306K<0.01%-1,05313F-HRTimeline
Financial Alternatives, Inc7,976$302K0.22%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,905$299K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,818$296K0.01%-82613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,752$293K<0.01%new13F-HRTimelineGroup
Capital Market Strategies LLC7,710$292K0.19%013F-HRTimeline
Bell Investment Advisors, Inc7,640$289K0.05%+4,21113F-HRTimeline
Vertex Planning Partners, LLC7,614$288K0.06%-8113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,609$288K-116Timeline
Snowden Capital Advisors LLC7,520$285K0.01%-43513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,415$281K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,464$280K<0.01%-3,40513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC7,420$280K0.02%013F-HRTimeline
GM Advisory Group, LLC7,375$279K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC7,363$279K0.01%013F-HRTimeline
CENTRAL TRUST Co7,315$277K0.01%-25813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,101$269K0.03%new13F-HR/ATimeline
BLAIR WILLIAM & CO/IL7,111$269K<0.01%+24413F-HRTimeline
Schechter Investment Advisors, LLC7,075$268K0.02%-25013F-HRTimeline
Legacy Trust7,025$266K0.06%013F-HRTimeline
FAS Wealth Partners, Inc.6,946$263K0.02%+613F-HRTimeline
AlphaCore Capital LLC6,915$262K0.02%new13F-HRTimeline
Pinnacle Financial Partners Inc6,807$258K0.01%-3613F-HRTimeline
Mascoma Wealth Management LLC6,800$257K0.06%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,774$256K0.02%013F-HRTimeline
COURIER CAPITAL LLC6,750$256K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,706$254K<0.01%+1,67013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,255$237K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp6,150$233K0.01%new13F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,979$226K<0.01%-1,48113F-HRTimelineGroup
EVOKE WEALTH, LLC5,960$226K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC5,946$225K<0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,928$224K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.5,899$223K<0.01%-53313F-HRTimeline
Mascagni Wealth Management, Inc.5,847$221K0.22%013F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,847$221K<0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,825$221K<0.01%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,790$219K0.01%013F-HRTimeline
Sightline Wealth Advisors, LLC5,781$219K0.12%+713F-HRTimeline
Fermata Advisors, LLC5,770$218K0.04%-2813F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,745$218K0.01%+7513F-HRTimeline
Empower Advisory Group, LLC5,720$217K<0.01%+6413F-HRTimeline
Integrated Advisors Network LLC5,707$216K0.01%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,670$215K0.03%013F-HRTimeline
Plancorp, LLC5,617$213K0.01%013F-HRTimeline
Western Financial Corp/CA5,598$212K0.12%+113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,485$208K<0.01%-1,62013F-HRTimelineGroup
Aptus Capital Advisors, LLC5,465$207K<0.01%-5813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,455$207K0.02%-5813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,413$205K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC5,220$198K0.01%+2,58513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,100$193K<0.01%+50013F-HRTimelineGroup
HM PAYSON & CO4,725$179K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,650$176K<0.01%+82013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,624$175K<0.01%+97513F-HRTimelineGroup
Founders Financial Alliance, LLC4,621$175K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,525$171K<0.01%+67513F-HRTimelineGroup
Center for Financial Planning, Inc.4,340$164K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,330$164K0.1%013F-HRTimeline
Creative Capital Management Investments…4,240$161K0.06%-74113F-HRTimeline
Fortitude Family Office, LLC3,885$147K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,823$145K<0.01%+15513F-HRTimelineGroup