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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,488,835$114M0.01%-33,24013F-HRTimelineGroup
LPL Financial LLC1,332,004$61.1M0.02%+114,75913F-HRTimeline
Waverly Advisors, LLC1,127,581$51.7M0.42%-27,41013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,120,992$51.4M<0.01%+30,52013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,034,189$47.5M0.01%-1,64113F-HRTimelineGroup
Cetera Investment Advisers995,856$45.7M0.05%+24,51413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA784,673$36M0.01%+56,98713F-HRTimelineGroup
Arbor Investment Advisors, LLC784,081$36M4.73%+8,40613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS775,511$35.6M1.34%-29,69013F-HRTimelineGroup
Stonebridge Financial Group, LLC723,888$33.2M2.84%+31,79213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN681,487$31.3M0.01%+9,06113F-HRTimelineGroup
WCG Wealth Advisors LLC627,859$28.8M0.81%+399,99513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…579,102$27.5M0.04%+89,41113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.473,042$21.7M<0.01%+16,71113F-HRTimelineGroup
Wealthspire Retirement, LLC379,703$17.4M1.06%-8,02213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.293,365$13.5M0.02%+57313F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC265,783$12.2M3.22%-1,65413F-HRTimeline
Sanctuary Advisors, LLC260,181$11.9M0.07%-35,80113F-HRTimeline
UBS Group AGgroup of 2 filers holding259,167$11.9M-31,287Timeline
COMMONWEALTH EQUITY SERVICES, LLC258,696$11.9M0.02%+1,78113F-HRTimeline
Johnson & White Wealth Management, LLC254,833$11.7M5.09%+17,52313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS251,507$11.5M0.02%+1,14413F-HRTimeline
AlphaCore Capital LLC240,302$11M0.25%-27,46713F-HRTimeline
Mariner, LLCin group Mariner, LLC228,023$10.5M0.01%-6,63913F-HRTimelineGroup
Regal Investment Advisors LLC173,892$7.98M0.48%+2,98313F-HRTimeline
Accredited Investors Inc.170,003$7.8M0.41%-16,35313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.168,213$7.72M0.05%+10,26513F-HRTimelineGroup
Arlington Financial Advisors, LLC163,370$7.5M1.07%-86013F-HRTimeline
Creative Planningin group Creative Planning153,025$7.02M0.01%+14,51613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC148,952$6.84M<0.01%+16,47613F-HRTimelineGroup
Dynamic Advisor Solutions LLC147,660$6.78M0.22%-71,66613F-HRTimeline
Verum Partners LLC144,661$6.64M1.34%-98913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV144,492$6.63M0.01%-4,05213F-HRTimeline
Ducere Wealth Management LLC141,583$6.5M2.51%13F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp140,934$6.47M<0.01%-33,31213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding131,105$6.02M+29,024Timeline
Traction Financial Partners, LLC127,069$5.83M3.46%+5,21313F-HRTimeline
Cornerstone Wealth Management, LLC123,804$5.68M0.3%-6,68313F-HRTimeline
Perigon Wealth Management, LLC122,868$5.64M0.1%-4,34213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC120,464$5.53M0.01%-99913F-HRTimelineGroup
HighTower Advisors, LLC117,188$5.38M0.01%+2,13213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co116,443$5.34M0.35%-1,06813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO115,712$5.31M<0.01%-13,18113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT112,200$5.15M0.32%013F-HRTimeline
Steward Partners Investment Advisory, L…111,739$5.13M0.03%-10,31813F-HRTimeline
Wealthspire Advisors, LLC95,248$4.37M0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.91,617$4.2M0.15%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC77,773$3.57M<0.01%+10,18013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,456$3.55M<0.01%+2,50713F-HRTimelineGroup
Sound Stewardship, LLC77,428$3.55M1.7%-42013F-HRTimeline
Crusonia Wealth Advisors LLC77,136$3.54M0.78%13F-HRTimeline
Legacy Private Trust Co.76,162$3.5M0.21%-67413F-HRTimeline
WealthBridge Capital Management, LLC72,139$3.31M0.75%-2,15113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,645$3.24M<0.01%+22,36513F-HRTimelineGroup
Breakwater Capital Group55,659$2.55M0.36%+3,53113F-HRTimeline
TD Waterhouse Canada Inc.55,264$2.53M0.02%-1,25013F-HRTimeline
JFS WEALTH ADVISORS, LLC54,824$2.52M0.14%-1,44813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,483$2.5M<0.01%+37113F-HRTimelineGroup
Modern Wealth Management, LLC53,064$2.44M0.04%-2813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …47,334$2.32M0.07%+5,44513F-HRTimelineGroup
FMR LLCin group FMR LLC49,865$2.29M<0.01%-7,46513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC49,430$2.27M0.03%-2,14613F-HRTimeline
Quantinno Capital Management LP48,600$2.23M<0.01%+30,67813F-HRTimeline
EQ WEALTH ADVISORS, LLC45,590$2.09M1.24%-1,20813F-HRTimeline
Clarius Group, LLC44,478$2.04M0.12%-3,96013F-HRTimeline
Boston Standard Wealth Management, LLC44,266$2.03M0.34%-8513F-HRTimeline
Advisory Services Network, LLC41,548$1.91M0.03%-35113F-HRTimeline
GSG Advisors LLC39,835$1.83M0.47%+4313F-HRTimeline
Torren Management, LLC38,294$1.76M0.9%13F-HRTimeline
PFG Advisors36,762$1.69M0.08%-10,74813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,424$1.67M<0.01%+18,40713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,494$1.58M0.01%+2,63313F-HRTimelineGroup
Bell Investment Advisors, Inc34,426$1.58M0.25%-2713F-HRTimeline
IEQ CAPITAL, LLC32,942$1.51M<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\31,874$1.46M<0.01%-99513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC31,415$1.44M0.01%-4,87613F-HRTimelineGroup
Evercore Wealth Management, LLC31,160$1.43M0.02%013F-HRTimeline
Resonant Capital Advisors, LLC29,916$1.37M0.08%-1,90513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,629$1.36M0.03%-4,51713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,834$1.32M<0.01%-3,90013F-HR/ATimelineGroup
Whipplewood Advisors, LLC28,609$1.31M0.84%-60313F-HRTimeline
KWB Wealth27,346$1.25M0.12%+3,11613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC27,214$1.25M0.02%+813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC26,372$1.2M<0.01%-113F-HRTimelineGroup
Independent Advisor Alliance25,941$1.19M0.03%013F-HRTimeline
New England Private Wealth Advisors LLC25,063$1.15M0.14%+913F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,564$1.08M<0.01%+1,74113F-HR/ATimelineGroup
Private Advisor Group, LLC23,106$1.06M<0.01%-1,46213F-HRTimeline
Shakespeare Wealth Management, LLC23,098$1.06M0.23%-51013F-HRTimeline
Sequoia Financial Advisors, LLC22,713$1.04M0.01%-37313F-HRTimeline
Institute for Wealth Management, LLC.22,440$1.03M0.11%013F-HRTimeline
M Holdings Securities, Inc.22,425$1.03M0.07%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,076$1.01M0.01%+1,74113F-HRTimelineGroup
OMNI 360 Wealth, Inc.20,051$974K0.5%-83913F-HRTimeline
Smith Salley Wealth Management20,743$952K0.05%+67313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,055$920K<0.01%+1,43813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,947$915K0.01%+2,63113F-HRTimelineGroup
Integrated Advisors Network LLC19,863$912K0.04%+28613F-HRTimeline
Pacific Center for Financial Services19,839$901K0.23%013F-HRTimeline
Marquette Asset Management, LLC18,928$869K0.13%013F-HRTimeline
D.A. DAVIDSON & CO.18,728$859K0.01%-5,36213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,455$847K0.06%+48013F-HRTimeline
Parallel Advisors, LLC18,400$844K0.02%013F-HRTimeline
WADDELL & ASSOCIATES, LLC18,278$839K0.06%-24013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,148$833K<0.01%new13F-HRTimelineGroup
MAI Capital Management17,272$793K<0.01%+70913F-HRTimeline
Legacy Trust17,065$783K0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…17,056$783K<0.01%-80513F-HRTimeline
Advance Capital Management, Inc.16,680$765K0.03%+2,11013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,455$755K<0.01%-2513F-HRTimelineGroup
Larson Financial Group LLC15,900$730K0.02%+51913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,404$707K<0.01%new13F-HR/ATimelineGroup
Oxler Private Wealth LLC14,279$655K0.19%-40513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,138$655K0.04%+7,68513F-HRTimeline
Golden Bell Financial Planning LLC14,205$652K0.54%013F-HRTimeline
Harbour Capital Advisors, LLC13,500$623K0.13%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,552$622K0.1%013F-HRTimeline
Sterling Financial Planning, Inc.13,106$601K0.18%-20413F-HRTimeline
Revolve Wealth Partners, LLC12,997$596K0.07%013F-HRTimeline
Wealthfront Advisers LLC12,914$593K<0.01%-80013F-HRTimeline
RiverFront Investment Group, LLC12,599$578K0.01%+22013F-HRTimeline
Tradition Wealth Management, LLC12,333$566K0.04%-84813F-HRTimeline
Western Wealth Management, LLC12,260$563K0.03%+513F-HRTimeline
NewEdge Advisors, LLC12,215$561K<0.01%+5313F-HRTimeline
EP Wealth Advisors, LLC11,931$548K<0.01%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,800$542K<0.01%13F-HRTimelineGroup
Kathmere Capital Management, LLC11,566$531K0.04%-4013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,410$524K0.03%+413F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC11,004$505K0.27%013F-HRTimeline
Arax Advisory Partners10,935$502K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,930$502K<0.01%013F-HRTimeline
EnRich Financial Partners LLC10,903$500K0.14%013F-HRTimeline
Atria Investments, Inc10,639$488K0.01%+1,60713F-HRTimeline
Bragg Financial Advisors, Inc10,570$485K0.02%-77013F-HRTimeline
AIMZ Investment Advisors, LLC10,500$482K0.14%013F-HRTimeline
Trailhead Planners LLC10,460$480K0.47%13F-HRTimeline
Cresset Asset Management, LLC10,383$476K<0.01%+213F-HRTimeline
WealthShield Partners, LLC10,265$476K0.05%-22513F-HRTimeline
Aviance Capital Partners, LLC10,003$459K0.05%+313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,855$452K0.06%013F-HRTimelineGroup
TopTier Wealth Management, LLC9,795$450K0.31%13F-HRTimeline
Prairiewood Capital, LLC9,725$446K0.14%-5413F-HRTimeline
Quadcap Wealth Management, LLC8,880$408K0.05%013F-HRTimeline
Sigma Planning Corp8,791$403K0.01%-23313F-HRTimeline
Beacon Pointe Advisors, LLC8,729$401K<0.01%+1,75613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,618$395K0.14%-87013F-HRTimeline
Invariant Investment Management8,000$386K0.25%13F-HRTimeline
Flatrock Wealth Partners LLC8,331$382K0.18%13F-HR/ATimeline
MLG Wealth Management DBA Pine Grove Fi…8,194$376K0.05%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,168$375K<0.01%+513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,056$370K<0.01%+1,80113F-HRTimelineGroup
Trilogy Capital Inc.7,975$366K0.02%-8913F-HRTimeline
Snowden Capital Advisors LLC7,811$358K0.01%+613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,745$355K<0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,698$353K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC7,674$352K<0.01%+34513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,470$343K-11Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,420$340K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC7,383$339K<0.01%+913F-HRTimeline
GM Advisory Group, LLC7,375$338K0.01%013F-HRTimeline
CENTRAL TRUST Co7,356$338K0.01%013F-HRTimeline
Vise Technologies, Inc.7,306$335K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC7,252$333K0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,185$330K<0.01%+1,46513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL7,122$327K<0.01%+25013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,115$326K0.01%+1113F-HRTimelineGroup
Plante Moran Financial Advisors, LLC7,044$323K0.02%+5,42013F-HRTimeline
Vertex Planning Partners, LLC7,036$323K0.08%-12513F-HRTimeline
FAS Wealth Partners, Inc.6,986$321K0.02%+1313F-HRTimeline
Mascoma Wealth Management LLC6,800$312K0.07%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,774$311K0.02%013F-HRTimeline
COURIER CAPITAL LLC6,750$310K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,722$308K<0.01%+713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,699$307K<0.01%13F-HR/ATimelineGroup
Financial Alternatives, Inc6,693$307K0.18%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,604$303K<0.01%+21413F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,080$279K<0.01%013F-HRTimelineGroup
Principle Wealth Partners LLC6,000$275K0.02%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,958$273K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC5,947$273K<0.01%+80113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,906$271K<0.01%+77713F-HRTimelineGroup
EVOKE WEALTH, LLC5,870$269K0.01%-9013F-HRTimeline
Sightline Wealth Advisors, LLC5,824$267K0.11%+1413F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,790$266K0.02%013F-HRTimeline
Fermata Advisors, LLC5,723$263K0.06%-1,11113F-HRTimeline
CoreCap Advisors, LLC5,720$262K0.01%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,670$260K0.03%013F-HRTimeline
FLOW TRADERS U.S. LLC5,639$259K0.01%new13F-HRTimeline
Fragasso Financial Advisors Inc5,600$257K0.02%new13F-HRTimeline
Merit Financial Group, LLC5,583$256K<0.01%+19313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,493$252K<0.01%013F-HRTimelineGroup
Carnegie Investment Counsel5,485$252K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC5,481$252K<0.01%+1,07413F-HRTimeline
COMERICA BANK5,446$250K<0.01%-4,99713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,399$248K<0.01%-1,40613F-HRTimelineGroup
&PARTNERS5,321$244K<0.01%-3313F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,175$237K<0.01%013F-HRTimeline
Intellus Advisors LLC5,165$237K0.03%013F-HRTimeline
IFP Advisors, Inc5,127$235K0.01%+70113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,100$234K<0.01%013F-HRTimelineGroup