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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,858,934$131M0.01%+370,09913F-HRTimelineGroup
LPL Financial LLC1,378,389$63.2M0.02%+46,38513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,190,971$54.6M<0.01%+69,97913F-HRTimelineGroup
Waverly Advisors, LLC1,109,623$50.9M0.38%-17,95813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,054,588$48.4M0.01%+20,39913F-HRTimelineGroup
Cetera Investment Advisers1,031,218$47.3M0.05%+35,36213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN931,078$42.7M0.01%+249,59113F-HR/ATimelineGroup
Arbor Investment Advisors, LLC803,591$36.9M4.8%+19,51013F-HRTimeline
Stonebridge Financial Group, LLC763,275$35M2.88%+39,38713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS758,912$34.8M1.4%-16,59913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA703,464$32.3M0.01%-81,20913F-HRTimelineGroup
WCG Wealth Advisors LLC640,455$29.4M0.82%+12,59613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…412,078$19.2M0.04%-167,02413F-HRTimeline
Wealthspire Retirement, LLC373,690$17.1M1.03%-6,01313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.359,428$16.5M<0.01%-113,61413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.294,623$13.5M0.02%+1,25813F-HRTimelineGroup
Sanctuary Advisors, LLC278,140$12.8M0.07%+17,95913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.275,764$12.7M0.08%+107,55113F-HRTimelineGroup
Traction Financial Partners, LLC273,938$12.6M7.74%+146,86913F-HRTimeline
Three Bridge Wealth Advisors, LLC267,339$12.3M3.37%+1,55613F-HRTimeline
Johnson & White Wealth Management, LLC264,295$12.1M5.13%+9,46213F-HRTimeline
UBS Group AGgroup of 2 filers holding257,376$11.8M-1,791Timeline
CAPTRUST FINANCIAL ADVISORS252,480$11.6M0.02%+97313F-HRTimeline
Federation des caisses Desjardins du Qu…251,726$11.5M0.04%new13F-HRTimeline
AlphaCore Capital LLC239,286$11M0.26%-1,01613F-HRTimeline
Mariner, LLCin group Mariner, LLC226,850$10.4M0.01%-1,17313F-HRTimelineGroup
Regal Investment Advisors LLC174,947$8.02M0.46%+1,05513F-HRTimeline
Accredited Investors Inc.168,807$7.74M0.42%-1,19613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC159,688$7.32M<0.01%+10,73613F-HRTimelineGroup
Creative Planningin group Creative Planning157,276$7.21M<0.01%+4,25113F-HRTimelineGroup
Arlington Financial Advisors, LLC156,382$7.17M1.02%-6,98813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp150,475$6.9M<0.01%+9,54113F-HRTimelineGroup
Dynamic Advisor Solutions LLC147,544$6.77M0.21%-11613F-HRTimeline
Verum Partners LLC143,143$6.57M1.25%-1,51813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding138,296$6.34M+7,191Timeline
Ducere Wealth Management LLC136,292$6.25M2.49%-5,29113F-HRTimeline
Cornerstone Wealth Management, LLC123,678$5.67M0.28%-12613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,578$5.63M<0.01%+10,86613F-HR/ATimelineGroup
Perigon Wealth Management, LLC121,307$5.56M0.1%-1,56113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC120,617$5.53M0.01%+15313F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co115,971$5.32M0.34%-47213F-HRTimelineGroup
Steward Partners Investment Advisory, L…114,558$5.25M0.03%+2,81913F-HRTimeline
HighTower Advisors, LLC112,388$5.16M0.01%-4,80013F-HRTimeline
ALBION FINANCIAL GROUP /UT112,200$5.15M0.33%013F-HRTimeline
Sunrise Financial Services, LLC99,279$4.55M3.23%+99,19313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP97,711$4.39M<0.01%+27,06613F-HRTimelineGroup
Wealthspire Advisors, LLC95,248$4.37M0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC82,866$3.8M<0.01%+5,09313F-HRTimelineGroup
Clearstead Advisors, LLC82,193$3.77M0.03%+81,79313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,466$3.74M0.01%-177,23013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC78,928$3.62M<0.01%+1,47213F-HR/ATimelineGroup
Crusonia Wealth Advisors LLC77,061$3.53M0.73%-7513F-HRTimeline
WealthBridge Capital Management, LLC76,879$3.53M0.81%+4,74013F-HRTimeline
Sound Stewardship, LLC75,601$3.47M1.59%-1,82713F-HRTimeline
Independent Advisor Alliance73,203$3.36M0.04%+47,26213F-HRTimeline
Breakwater Capital Group58,377$2.68M0.36%+2,71813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV57,955$2.66M<0.01%-86,53713F-HRTimeline
FMR LLCin group FMR LLC55,588$2.55M<0.01%+5,72313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding50,415$2.5M+3,081Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,464$2.5M<0.01%-1913F-HRTimelineGroup
Legacy Private Trust Co.53,696$2.46M0.15%-22,46613F-HRTimeline
JFS WEALTH ADVISORS, LLC53,608$2.46M0.14%-1,21613F-HRTimeline
Modern Wealth Management, LLC53,047$2.45M0.04%-1713F-HRTimeline
Quantinno Capital Management LP52,216$2.4M<0.01%+3,61613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,848$2.24M<0.01%+12,42413F-HRTimelineGroup
TD Waterhouse Canada Inc.47,066$2.17M0.01%-8,19813F-HRTimeline
EQ WEALTH ADVISORS, LLC45,246$2.08M1.21%-34413F-HRTimeline
INTEGRITY ALLIANCE, LLC.44,239$2.03M0.08%-47,37813F-HRTimeline
Boston Standard Wealth Management, LLC41,491$1.92M0.31%-2,77513F-HRTimeline
Advisory Services Network, LLC40,764$1.87M0.02%-78413F-HRTimeline
GSG Advisors LLC39,874$1.83M0.48%+3913F-HRTimeline
IEQ CAPITAL, LLC39,533$1.81M0.01%+6,59113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,085$1.56M0.01%-40913F-HRTimelineGroup
Bell Investment Advisors, Inc33,668$1.54M0.24%-75813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,299$1.53M<0.01%+28,41013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\33,189$1.52M<0.01%+1,31513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC33,048$1.52M0.03%+3,41913F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC32,718$1.5M0.02%-16,71213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC32,383$1.49M0.01%+96813F-HRTimelineGroup
Evercore Wealth Management, LLC31,160$1.43M0.02%013F-HRTimeline
Resonant Capital Advisors, LLC30,390$1.39M0.07%+47413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,480$1.31M<0.01%-35413F-HRTimelineGroup
Whipplewood Advisors, LLC28,100$1.29M0.67%-50913F-HRTimeline
KWB Wealth26,992$1.24M0.12%-35413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC26,554$1.22M0.02%-66013F-HRTimeline
New England Private Wealth Advisors LLC25,072$1.15M0.13%+913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,932$1.14M0.01%+2,85613F-HRTimelineGroup
BRIGHTON JONES LLC24,534$1.13M0.02%new13F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,257$1.07M<0.01%+69313F-HRTimelineGroup
Shakespeare Wealth Management, LLC23,098$1.06M0.25%013F-HRTimeline
Private Advisor Group, LLC22,764$1.04M<0.01%-34213F-HRTimeline
M Holdings Securities, Inc.22,425$1.03M0.07%013F-HRTimeline
Sequoia Financial Advisors, LLC22,267$1.02M0.01%-44613F-HRTimeline
Institute for Wealth Management, LLC.21,970$1.01M0.11%-47013F-HRTimeline
OMNI 360 Wealth, Inc.20,862$957K0.49%+81113F-HRTimeline
Smith Salley Wealth Management20,743$951K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,096$922K<0.01%+4113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,380$889K0.01%-56713F-HRTimelineGroup
Pacific Center for Financial Services19,356$888K0.23%-48313F-HRTimeline
Marquette Asset Management, LLC18,928$868K0.13%013F-HRTimeline
D.A. DAVIDSON & CO.18,503$849K0.01%-22513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,455$847K0.06%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,420$845K<0.01%+1,96513F-HRTimelineGroup
Parallel Advisors, LLC18,400$844K0.02%013F-HR/ATimeline
WADDELL & ASSOCIATES, LLC17,872$820K0.05%-40613F-HRTimeline
Integrated Advisors Network LLC17,526$804K0.04%-2,33713F-HRTimeline
PFG Advisors17,367$797K0.04%-19,39513F-HRTimeline
Merit Financial Group, LLC17,200$789K0.01%+11,61713F-HRTimeline
Advance Capital Management, Inc.17,172$788K0.03%+49213F-HRTimeline
Legacy Trust17,065$783K0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…16,985$779K<0.01%-7113F-HRTimeline
MAI Capital Management16,572$760K<0.01%-70013F-HRTimeline
FIRST MANHATTAN CO. LLC.15,652$718K<0.01%new13F-HRTimeline
Wealthfront Advisers LLC15,459$709K<0.01%+2,54513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,994$688K<0.01%-11,37813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,982$687K0.05%+84413F-HRTimeline
Harbour Capital Advisors, LLC13,500$681K0.13%013F-HRTimeline
Golden Bell Financial Planning LLC14,205$652K0.52%013F-HRTimeline
RiverFront Investment Group, LLC14,094$646K0.01%+1,49513F-HRTimeline
NewEdge Advisors, LLC13,855$636K<0.01%+1,64013F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,678$627K<0.01%new13F-HRTimelineGroup
Oxler Private Wealth LLC13,633$625K0.2%-64613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,466$618K0.1%-8613F-HRTimeline
Beacon Pointe Advisors, LLC13,445$617K<0.01%+4,71613F-HRTimeline
Atria Investments, Inc13,136$603K0.01%+2,49713F-HRTimeline
Revolve Wealth Partners, LLC12,997$596K0.08%013F-HRTimeline
Cresset Asset Management, LLC12,850$589K<0.01%+2,46713F-HRTimeline
Larson Financial Group LLC12,748$585K0.02%-3,15213F-HRTimeline
EP Wealth Advisors, LLC12,477$572K<0.01%+54613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,419$570K<0.01%+7,35613F-HRTimelineGroup
Tradition Wealth Management, LLC12,336$566K0.04%+313F-HRTimeline
Sterling Financial Planning, Inc.12,122$556K0.16%-98413F-HRTimeline
CWM, LLCin group CWM, LLC11,984$550K<0.01%+5,90413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,825$542K<0.01%+2513F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC11,574$531K0.19%+5,61613F-HRTimeline
Kathmere Capital Management, LLC11,549$530K0.03%-1713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,413$524K0.03%+313F-HRTimelineGroup
Western Wealth Management, LLC11,263$517K0.02%-99713F-HR/ATimeline
HARBOUR INVESTMENT MANAGEMENT LLC11,004$505K0.27%013F-HRTimeline
Arax Advisory Partners10,938$502K0.01%+313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,930$501K<0.01%013F-HRTimeline
EnRich Financial Partners LLC10,849$498K0.13%-5413F-HRTimeline
Virtus Family Office LLC10,501$482K0.41%new13F-HRTimeline
AIMZ Investment Advisors, LLC10,500$482K0.15%013F-HRTimeline
Trailhead Planners LLC10,460$480K0.46%013F-HRTimeline
Capital Investment Advisors, LLC10,409$477K0.01%+4,92813F-HR/ATimeline
Navigate Wealth Management, LLC9,451$475K0.33%13F-HRTimeline
Bragg Financial Advisors, Inc10,155$466K0.01%-41513F-HRTimeline
Aviance Capital Partners, LLC10,006$459K0.05%+313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK9,855$452K0.06%013F-HRTimelineGroup
WealthShield Partners, LLC9,775$448K0.05%-49013F-HRTimeline
Prairiewood Capital, LLC9,725$446K0.13%013F-HRTimeline
TopTier Wealth Management, LLC9,669$444K0.27%-12613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV9,467$434K0.16%+84913F-HRTimeline
Quadcap Wealth Management, LLC8,880$407K0.05%013F-HRTimeline
Sigma Planning Corp8,622$396K0.01%-16913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,432$387K<0.01%+26413F-HRTimelineGroup
Invariant Investment Management8,000$385K0.24%013F-HRTimeline
Farther Finance Advisors, LLC8,304$384K<0.01%+2,35713F-HRTimeline
Flatrock Wealth Partners LLC8,331$382K0.17%013F-HRTimeline
Janney Montgomery Scott LLC8,204$376K<0.01%+53013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,194$376K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,181$375K<0.01%+3,11913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP8,056$370K<0.01%013F-HRTimelineGroup
Trilogy Capital Inc.7,975$366K0.02%013F-HRTimeline
Snowden Capital Advisors LLC7,805$358K0.01%-613F-HRTimeline
&PARTNERS7,746$355K<0.01%+2,42513F-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%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding7,470$342K0Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,420$340K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,410$340K0.01%+29513F-HRTimelineGroup
CENTRAL TRUST Co7,356$337K0.01%013F-HRTimeline
Vise Technologies, Inc.7,306$335K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC7,252$333K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL7,122$327K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC7,044$323K0.02%013F-HRTimeline
Vertex Planning Partners, LLC7,042$323K0.06%+613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,913$317K<0.01%+19113F-HRTimeline
Mascoma Wealth Management LLC6,800$312K0.06%013F-HRTimeline
COURIER CAPITAL LLC6,750$310K0.02%013F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,689$307K<0.01%-1013F-HRTimelineGroup
Financial Alternatives, Inc6,563$301K0.16%-13013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,495$298K<0.01%-69013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,470$297K<0.01%13F-HRTimelineGroup
FAS Wealth Partners, Inc.6,419$294K0.02%-56713F-HRTimeline
Orion Porfolio Solutions, LLC6,415$294K<0.01%-96813F-HRTimeline
Principle Wealth Partners LLC6,000$275K0.02%013F-HRTimeline
Sightline Wealth Advisors, LLC5,838$268K0.11%+1413F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,790$266K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,768$265K<0.01%+27513F-HRTimelineGroup
CoreCap Advisors, LLC5,720$262K0.01%013F-HRTimeline
Fermata Advisors, LLC5,714$262K0.06%-913F-HRTimeline
Fragasso Financial Advisors Inc5,600$261K0.02%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,674$260K<0.01%-23213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT5,670$260K0.03%013F-HRTimeline
Carnegie Investment Counsel5,485$252K<0.01%013F-HRTimeline
MATHER GROUP, LLC.5,332$245K<0.01%+36913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,270$242K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,263$241K<0.01%new13F-HRTimeline