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Disclosery

PXF INVESCO EXCH TRADED FD TR II

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RAFI DVLPD MRKTS (fund)

194 managers (195 13F filers) reported a position in PXF shares at 2025-03-31, 26,721,168 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
194
13F filers
195
New
23
Added
58
Reduced
62
Sold out
14
Shares held by filers
26,721,168

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 holding12,040,422$626M-636,183Timeline
Invesco Ltd.in group Invesco Ltd.4,458,350$232M0.04%-127,48113F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,068,293$55.5M0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,067,596$55.5M<0.01%-159,64013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/918,023$47.7M<0.01%-550,30913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp872,105$45.3M0.01%+148,37013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP538,509$28M0.05%-34,08013F-HRTimelineGroup
LPL Financial LLC511,425$26.6M0.01%+5,60613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN397,720$20.7M<0.01%+47,28413F-HRTimelineGroup
Johnson & White Wealth Management, LLC362,994$18.9M10.59%+18,86713F-HRTimeline
Arlington Financial Advisors, LLC217,363$11.3M1.99%-11,20513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.181,045$9.41M0.09%-64,71713F-HRTimelineGroup
Cetera Investment Advisers167,159$8.69M0.02%+69,41413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…152,920$7.95M0.01%-63313F-HRTimelineGroup
RTD Financial Advisors, Inc.152,358$7.92M1.06%-2,72013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS128,534$6.68M0.02%+3,91713F-HRTimeline
UBS Group AGin group UBS Group AG124,941$6.5M<0.01%-65113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.139,147$6.43M0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,946$6.18M<0.01%+6,83313F-HR/ATimelineGroup
Callan Capital, LLC105,664$5.49M0.41%-3,19313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,044$5.1M<0.01%-5,25713F-HRTimelineGroup
HighTower Advisors, LLC89,545$4.66M0.01%+3,90613F-HRTimeline
Retirement Planning Group, LLC82,969$4.31M0.2%-4,70713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,174$4.12M0.01%+62,57713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,680$4.04M0.01%+66,04913F-HRTimelineGroup
Breakwater Capital Group76,268$3.97M0.71%+3,40713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…74,741$3.89M0.01%-90013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,934$3.79M0.01%+25,81313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,975$3.69M<0.01%+4,44913F-HRTimelineGroup
Waverly Advisors, LLC68,579$3.57M0.04%-1,48513F-HRTimeline
Creative Planningin group Creative Planning68,334$3.55M<0.01%+3,38213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC66,862$3.48M<0.01%+5,05413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,579$3.46M<0.01%-4,47013F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC69,019$3.45M0.28%new13F-HRTimeline
Verum Partners LLC66,053$3.43M0.93%-83113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA65,345$3.4M0.02%-55513F-HRTimelineGroup
Archer Investment Corp65,026$3.38M0.88%-71513F-HRTimeline
FLOW TRADERS U.S. LLC62,117$3.23M0.14%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC61,808$3.22M<0.01%-28,28413F-HRTimelineGroup
KWB Wealth53,797$2.58M0.31%-6,21013F-HRTimeline
Cornerstone Wealth Management, LLC47,574$2.47M0.17%+2,70213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,525$2.42M<0.01%-19,86413F-HRTimelineGroup
Red Tortoise LLC39,279$2.04M1.07%+22013F-HRTimeline
Wealthspire Advisors, LLC38,439$2M0.01%-10013F-HRTimeline
Garden State Investment Advisory Servic…35,784$1.86M0.6%new13F-HRTimeline
Cedar Point Capital Partners, LLC34,387$1.79M1.2%+1,25613F-HRTimeline
Shakespeare Wealth Management, LLC33,820$1.76M0.47%+92513F-HRTimeline
Mariner, LLCin group Mariner, LLC33,792$1.76M<0.01%+2,25313F-HRTimelineGroup
Centurion Wealth Management LLC36,327$1.74M0.54%013F-HRTimeline
Nalls Sherbakoff Group, LLC33,430$1.74M1.41%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC31,116$1.62M0.11%-26513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,232$1.57M<0.01%-2,07313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC29,715$1.54M0.02%+31613F-HRTimeline
FMR LLCin group FMR LLC28,345$1.47M<0.01%+2,71713F-HRTimelineGroup
Integrated Advisors Network LLC28,194$1.47M0.07%+7,69913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC27,471$1.43M0.34%-1,91113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,773$1.39M<0.01%-1,36713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC25,378$1.32M0.92%-25113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,119$1.31M<0.01%new13F-HR/ATimelineGroup
Three Bridge Wealth Advisors, LLC24,141$1.26M0.44%+4213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.23,762$1.24M0.15%-1,38613F-HRTimeline
Aries Wealth Management23,596$1.23M0.33%+12013F-HRTimeline
Kathmere Capital Management, LLC22,187$1.15M0.1%-1,70113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,175$1.15M0.01%+75913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC20,906$1.09M0.28%+22713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,522$1.07M<0.01%+54513F-HRTimeline
Belpointe Asset Management LLC20,000$1.04M0.05%013F-HRTimeline
Fortis Capital Advisors, LLC20,000$1.04M0.21%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,895$1.03M0.07%013F-HRTimeline
IHT Wealth Management, LLC18,464$960K0.03%-1,21613F-HRTimeline
Lowe Wealth Advisors, LLC17,684$919K0.39%+12513F-HRTimeline
FOSTER & MOTLEY INC16,851$876K0.06%-1,98413F-HRTimeline
Rather & Kittrell, Inc.16,569$861K0.19%-10613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC15,776$820K<0.01%+27213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC15,618$812K0.01%-44213F-HR/ATimelineGroup
Key Financial Inc14,942$777K0.17%+1,36313F-HRTimeline
Mesirow Financial Investment Management…14,869$773K0.01%013F-HRTimeline
Rathbones Group PLC14,600$759K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC14,118$734K0.01%+44113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,568$712K<0.01%+8,58413F-HR/ATimelineGroup
Prairiewood Capital, LLC13,530$703K0.29%-8413F-HRTimeline
JFS WEALTH ADVISORS, LLC12,743$662K0.04%-93713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,065$627K<0.01%-2,95813F-HRTimelineGroup
MATHER GROUP, LLC.11,783$613K0.01%-1,10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,645$605K<0.01%+72913F-HRTimelineGroup
PDS Planning, Inc11,324$589K0.05%013F-HRTimeline
Octavia Wealth Advisors, LLC11,235$584K0.07%+27413F-HRTimeline
Snowden Capital Advisors LLC10,871$565K0.02%-26213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,592$551K<0.01%+4,01013F-HRTimeline
Hardy Reed LLC10,346$538K0.05%new13F-HRTimeline
SCOTIA CAPITAL INC.9,986$519K<0.01%-18413F-HRTimeline
Wealthfront Advisers LLC9,671$503K<0.01%-2,95313F-HRTimeline
IEQ CAPITAL, LLC9,483$493K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,208$479K<0.01%new13F-HRTimelineGroup
Quadrant Private Wealth Management, LLC9,150$476K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,143$423K<0.01%-73813F-HRTimelineGroup
MAI Capital Management8,041$418K<0.01%013F-HRTimeline
Revolve Wealth Partners, LLC7,954$414K0.06%+29313F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC7,887$410K0.19%013F-HRTimeline
COMERICA BANK7,549$392K<0.01%+27313F-HRTimeline
Geneos Wealth Management Inc.7,428$386K0.01%+3,55913F-HRTimeline
Sequoia Financial Advisors, LLC7,298$379K<0.01%+28313F-HRTimeline
Colonial River Investments, LLC6,589$343K0.19%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,492$338K0.01%new13F-HRTimeline
Security Financial Services, INC.6,426$334K0.07%+36713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,364$331K0.02%-6313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…6,322$329K0.01%-4,98513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC128,982$316K0.07%+48213F-HRTimeline
GTS SECURITIES LLC6,005$312K0.01%new13F-HRTimeline
Vertex Planning Partners, LLC5,896$307K0.07%-91,15813F-HRTimeline
Atlas Legacy Advisors, LLC5,776$304K0.08%-4,85113F-HRTimeline
Cresset Asset Management, LLC5,761$300K<0.01%013F-HRTimeline
Parallel Advisors, LLC5,674$295K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.5,530$288K<0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,462$284K0.01%013F-HRTimelineGroup
Larson Financial Group LLC5,273$274K0.01%+1813F-HRTimeline
Paragon Capital Management Ltd5,086$264K0.05%013F-HRTimeline
Orion Porfolio Solutions, LLC5,023$261K<0.01%-1,52913F-HRTimeline
Orion Portfolio Solutions, LLC5,023$261K<0.01%-1,52913F-HR/ATimeline
Betterment LLC4,970$258K<0.01%-8213F-HRTimeline
Quantinno Capital Management LP4,937$257K<0.01%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,831$251K0.1%013F-HRTimeline
Modera Wealth Management, LLC4,753$247K<0.01%-43613F-HRTimeline
CWM, LLCin group CWM, LLC4,616$240K<0.01%-6013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,348$226K0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,327$225K0.01%+94013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,215$219K<0.01%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…4,169$217K0.02%-1,44613F-HRTimeline
McNamara Financial Services, Inc.4,032$210K0.05%-1,84713F-HRTimeline
NorthRock Partners, LLC3,981$207K0.01%new13F-HRTimeline
Austin Wealth Management, LLC3,869$205K0.04%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,897$203K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,423$178K<0.01%013F-HRTimeline
AE Wealth Management LLC3,255$169K<0.01%+5313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,135$163K<0.01%+42613F-HRTimelineGroup
Financial Connections Group, Inc.2,745$143K0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC2,741$142K<0.01%+1313F-HRTimeline
IFP Advisors, Inc2,580$134K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,431$126K<0.01%+58913F-HRTimelineGroup
NewEdge Advisors, LLC2,393$124K<0.01%+1,89113F-HRTimeline
Crewe Advisors LLC1,669$86.8K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,092$57K<0.01%-14513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,026$53.3K<0.01%+51613F-HRTimeline
AlphaCore Capital LLC957$49.8K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…885$46K<0.01%-38113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC715$37.2K0.02%+413F-HRTimeline
PRIVATE TRUST CO NA700$36.4K<0.01%013F-HRTimeline
Blue Trust, Inc.695$36.1K<0.01%013F-HRTimeline
MCF Advisors LLC675$35.1K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC640$33.3K<0.01%013F-HRTimeline
Robinswood Financial LLC628$32.7K0.01%013F-HRTimeline
Fairway Wealth LLC604$31.4K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC565$29.4K0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC499$25.9K0.01%013F-HRTimeline
Versant Capital Management, Inc494$25.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.493$25.6K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC477$24.8K<0.01%013F-HRTimeline
Hara Capital LLC477$24.8K0.02%-24013F-HRTimeline
WealthShield Partners, LLC472$24.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…436$22.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.433$22.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…420$21.8K<0.01%-36913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC417$21.7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…368$19.1K<0.01%-33813F-HRTimeline
Qube Research & Technologies Ltd364$18.9K<0.01%+13713F-HRTimeline
Belmont Capital, LLC361$18.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC376$18K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.302$15.7K<0.01%+613F-HRTimeline
Clearstead Advisors, LLC253$13.2K<0.01%+213F-HRTimeline
Allworth Financial LP235$12.5K<0.01%+213F-HRTimeline
Bristlecone Advisors, LLC237$12.3K<0.01%+213F-HRTimeline
Bell Investment Advisors, Inc230$12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC205$10.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC202$10.5K<0.01%+113F-HRTimeline
WPG Advisers, LLC195$10.1K0.01%013F-HRTimeline
Greenline Partners, LLC165$8.58K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC165$8.58K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…145$7.54K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC139$7.23K<0.01%-18213F-HRTimeline
Stonebridge Financial Group, LLC135$7.02K<0.01%013F-HRTimeline
Coston, McIsaac & Partners150$7K<0.01%013F-HRTimeline
Continuum Advisory, LLC120$6.24K<0.01%new13F-HRTimeline
Sandy Spring Bank113$5.88K<0.01%-5913F-HRTimeline
WASHINGTON TRUST Co107$5.56K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…105$5.46K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK100$5.2K<0.01%new13F-HRTimelineGroup
Quent Capital, LLC89$4.63K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/82$4.26K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.61$3.17K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc46$2.39K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA41$2.13K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC33$1.72K<0.01%-58413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$260<0.01%+213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.