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Disclosery

PXF INVESCO EXCH TRADED FD TR II

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RAFI DVLPD MRKTS (fund)

240 managers (244 13F filers) reported a position in PXF shares at 2026-03-31, 30,208,111 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
240
13F filers
244
New
23
Added
87
Reduced
57
Sold out
14
Shares held by filers
30,208,111

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
Charles Schwab Trust Cogroup of 2 filers holding10,575,381$739M-643,301Timeline
Invesco Ltd.in group Invesco Ltd.6,133,105$429M0.04%+1,800,98213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,360,246$95.1M0.01%+27,52313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/963,927$67.4M<0.01%+67,14913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp954,217$66.7M0.01%-250,29913F-HRTimelineGroup
LPL Financial LLC883,311$61.7M0.02%+269,58613F-HRTimeline
UBS Group AGgroup of 2 filers holding803,377$56.2M+579,988Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN649,503$45.4M0.01%+90,99413F-HR/ATimelineGroup
Sanctuary Advisors, LLC579,402$40.5M0.22%+26,21513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP439,205$30.7M0.04%+381,48813F-HRTimelineGroup
Johnson & White Wealth Management, LLC387,859$27.1M11.47%+6,66013F-HRTimeline
FIRST AMERICAN TRUST, FSB334,207$23.4M1.57%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC321,362$22.5M0.01%-59,05513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.323,646$21.2M0.14%+118,92513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO269,215$18.2M<0.01%+24,96013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA216,926$15.2M<0.01%+97,80613F-HRTimelineGroup
Arlington Financial Advisors, LLC201,083$14.1M2%-28,13913F-HRTimeline
Cetera Investment Advisers200,829$14M0.01%-7,92913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/192,934$13.4M0.01%-3,10013F-HRTimelineGroup
Maltin Wealth Management, Inc.171,534$12M4.58%+60,51813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC142,456$9.96M<0.01%+101,93713F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS265,940$9.96M0.02%+1,02113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,552$9.89M0.01%+1,37713F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.133,057$9.3M0.01%13F-HRTimelineGroup
RTD Financial Advisors, Inc.128,968$9.01M1.11%-8,22613F-HRTimeline
Breakwater Capital Group117,448$8.21M1.1%+4,68113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,022$7.9M0.01%+3,37313F-HRTimelineGroup
Independent Advisor Alliance105,422$7.37M0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,976$6.36M<0.01%-4,34413F-HRTimelineGroup
Creative Planningin group Creative Planning88,222$6.17M<0.01%+6,75113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC87,755$6.13M0.01%+6,09313F-HRTimeline
Retirement Planning Group, LLC87,083$6.09M0.19%+6,67713F-HRTimeline
HighTower Advisors, LLC86,546$6.05M0.01%-90113F-HRTimeline
AlphaCore Capital LLC81,285$5.68M0.13%-17,12513F-HRTimeline
Three Bridge Wealth Advisors, LLC79,121$5.53M1.52%-95313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,344$5.13M<0.01%+6,07213F-HRTimelineGroup
Cornerstone Wealth Management, LLC70,003$4.89M0.24%+10,19213F-HRTimeline
Waverly Advisors, LLC67,287$4.7M0.04%+8413F-HRTimeline
Garden State Investment Advisory Servic…65,470$4.58M1.09%+68413F-HRTimeline
Archer Investment Corp64,920$4.54M0.97%-37013F-HRTimeline
Verum Partners LLC64,640$4.52M0.86%-23413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,361$4.49M<0.01%+21,29913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC63,489$4.44M0.01%+5,69413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA62,800$4.39M0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\59,330$4.15M0.01%-1,55313F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC55,195$4.09M0.23%-3,44413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,692$3.96M0.01%-2,83213F-HRTimelineGroup
Centurion Wealth Management LLC56,529$3.95M0.89%-2,89013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,152$3.73M0.01%-8,87613F-HRTimeline
ROTHSCHILD INVESTMENT LLC52,202$3.65M0.19%+17,08213F-HRTimeline
MAI Capital Management50,518$3.53M0.02%+41413F-HRTimeline
KWB Wealth50,020$3.28M0.32%-71513F-HRTimeline
Cedar Point Capital Partners, LLC42,158$2.95M1.91%+1,59013F-HRTimeline
Red Tortoise LLC39,758$2.78M1.17%-49513F-HRTimeline
Proficio Capital Partners LLC36,580$2.56M0.14%+19,58013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,544$2.55M<0.01%-3,17513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC36,335$2.54M0.54%+3,57213F-HRTimeline
FMR LLCin group FMR LLC36,110$2.52M<0.01%+2,36613F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,527$2.48M0.01%new13F-HRTimeline
Wealthspire Advisors, LLC33,471$2.34M0.02%-5,10013F-HRTimeline
Atria Investments, Inc32,794$2.29M0.03%+6,92413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,737$2.29M<0.01%-41,17413F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC28,645$2M0.11%-1,63413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC25,911$1.81M<0.01%+64713F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC25,378$1.77M0.92%013F-HRTimeline
Nalls Sherbakoff Group, LLC25,219$1.76M1.3%+14413F-HRTimeline
Quantinno Capital Management LP25,120$1.76M<0.01%+10,62713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.24,243$1.69M0.19%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,996$1.68M0.61%+2,49113F-HR/ATimelineGroup
Aries Wealth Management22,932$1.6M0.35%-47413F-HRTimeline
Crusonia Wealth Advisors LLC21,818$1.53M0.31%+4913F-HRTimeline
Farther Finance Advisors, LLC20,553$1.45M0.01%013F-HRTimeline
IHT Wealth Management, LLC20,689$1.45M0.03%+15213F-HRTimeline
Kathmere Capital Management, LLC20,316$1.42M0.09%-30213F-HRTimeline
MML INVESTORS SERVICES, LLC19,964$1.4M<0.01%-2,79013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,943$1.32M<0.01%+8,65513F-HRTimelineGroup
Integrated Advisors Network LLC17,699$1.24M0.06%-5,53713F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding16,100$1.13M+12,864Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,971$1.12M<0.01%+2,70013F-HRTimelineGroup
Vise Technologies, Inc.16,928$1.11M0.02%013F-HRTimeline
FOSTER & MOTLEY INC15,727$1.1M0.06%-42213F-HRTimeline
Key Financial Inc15,647$1.09M0.19%+51813F-HRTimeline
Rather & Kittrell, Inc.15,334$1.07M0.17%-36013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,097$1.06M0.01%013F-HRTimelineGroup
Targeted Financial Services LLC15,029$1.05M0.86%+1,97113F-HRTimeline
Rathbones Group PLC14,600$1.02M<0.01%013F-HR/ATimeline
Wealthfront Advisers LLC13,825$966K<0.01%+4,71113F-HRTimeline
Mesirow Financial Investment Management…13,574$949K0.02%013F-HRTimeline
Colonial River Investments, LLC13,515$945K0.34%+30313F-HRTimeline
Main Street Financial Solutions, LLC12,800$895K0.07%+2,77213F-HRTimeline
Atlas Legacy Advisors, LLC12,444$870K0.16%+29713F-HRTimeline
Octavia Wealth Advisors, LLC11,670$816K0.08%-10613F-HRTimeline
PDS Planning, Inc11,324$792K0.05%013F-HRTimeline
WFA of San Diego, LLC11,271$788K0.63%-8113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,231$785K<0.01%+1,75113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC11,112$777K0.04%-97913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,078$774K<0.01%-65713F-HRTimelineGroup
MATHER GROUP, LLC.10,894$761K0.01%013F-HRTimeline
EP Wealth Advisors, LLC10,839$758K<0.01%+51013F-HRTimeline
Sequoia Financial Advisors, LLC10,667$746K<0.01%+2,52613F-HRTimeline
Snowden Capital Advisors LLC10,458$731K0.02%+113F-HRTimeline
Hardy Reed LLC10,346$723K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,275$718K<0.01%+57213F-HRTimelineGroup
Trailhead Planners LLC9,700$678K0.65%013F-HRTimeline
Flatrock Wealth Partners LLC9,514$665K0.3%-313F-HRTimeline
Revolve Wealth Partners, LLC9,485$663K0.09%+91213F-HRTimeline
IEQ CAPITAL, LLC9,483$663K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,452$661K<0.01%-32213F-HRTimeline
SCOTIA CAPITAL INC.9,329$652K<0.01%-54513F-HRTimeline
Prairiewood Capital, LLC9,283$649K0.19%-2,82813F-HRTimeline
Quadrant Private Wealth Management, LLC9,151$640K0.1%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,336$583K<0.01%+8,02213F-HRTimelineGroup
Capital Investment Advisors, LLC7,929$554K0.01%+3,19913F-HR/ATimeline
HARBOUR INVESTMENT MANAGEMENT LLC7,887$551K0.3%013F-HRTimeline
Advisory Services Network, LLC7,786$544K0.01%-1713F-HRTimeline
Private Advisor Group, LLC7,454$521K<0.01%new13F-HRTimeline
RiverFront Investment Group, LLC7,428$519K0.01%+26613F-HRTimeline
Geneos Wealth Management Inc.7,235$506K0.01%+31613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,227$505K<0.01%+6,02613F-HRTimelineGroup
Birchwood Financial Partners, Inc.7,155$500K0.48%+5113F-HRTimeline
&PARTNERS6,991$489K<0.01%new13F-HRTimeline
Align Financial, LLC6,485$453K0.26%-364,76213F-HRTimeline
OneDigital Investment Advisors LLC6,478$453K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC6,412$448K0.07%+4113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,366$445K0.02%013F-HRTimelineGroup
Rollins Financial Advisors, LLC6,238$436K0.07%+2,37113F-HRTimeline
Gotham Asset Management, LLC6,207$434K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,096$426K0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,910$413K<0.01%+1,92913F-HRTimelineGroup
Cresset Asset Management, LLC5,761$403K<0.01%013F-HRTimeline
Arkadios Wealth Advisors5,739$401K0.01%new13F-HRTimeline
Larson Financial Group LLC5,587$391K0.01%-2,15013F-HRTimeline
TopTier Wealth Management, LLC5,556$388K0.24%+1313F-HRTimeline
Avidian Wealth Enterprises, LLC5,408$378K0.01%-17913F-HRTimeline
Betterment LLC5,345$374K<0.01%-3913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,320$372K0.02%-7013F-HRTimeline
KFA Private Wealth Group, LLC5,300$370K0.09%new13F-HRTimeline
Parallel Advisors, LLC5,213$364K0.01%-23213F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…5,194$363K0.01%+65813F-HRTimeline
CIBC WORLD MARKET INC.5,120$358K<0.01%013F-HRTimeline
Paragon Capital Management Ltd5,086$356K0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC4,854$339K<0.01%-1513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,831$338K0.11%013F-HRTimeline
Modera Wealth Management, LLC4,753$332K<0.01%013F-HRTimeline
Facet Wealth, Inc.4,550$318K0.01%+50913F-HRTimeline
CoreCap Advisors, LLC4,397$307K0.01%+11413F-HRTimeline
AE Wealth Management LLC4,392$307K<0.01%-1513F-HRTimeline
Vertex Planning Partners, LLC4,366$305K0.06%+613F-HRTimeline
Root Financial Partners, LLC4,336$303K0.01%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,272$299K0.02%-22613F-HRTimeline
Austin Wealth Management, LLC4,065$288K0.07%+19413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,102$287K<0.01%+12813F-HRTimelineGroup
TIAAgroup of 3 filers holding4,080$285K0Timeline
Darden Wealth Group Inc4,063$284K0.14%new13F-HRTimeline
Regal Investment Advisors LLC3,962$277K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,948$276K<0.01%013F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC3,805$266K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC3,790$265K<0.01%+39313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC3,695$258K0.03%013F-HRTimeline
McNamara Financial Services, Inc.3,589$251K0.05%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,570$250K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,534$247K<0.01%+2713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,493$244K<0.01%+13613F-HRTimelineGroup
71 West Capital Partners3,453$241K0.01%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,452$241K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…3,423$239K<0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,313$232K<0.01%-11013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…3,252$227K0.03%-19913F-HRTimeline
BIP Wealth, LLC3,084$216K0.01%013F-HRTimeline
Security Financial Services, INC.3,039$212K0.03%-1,03213F-HRTimeline
Wealthspire Retirement, LLC3,020$211K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,987$209K<0.01%+1113F-HRTimeline
IFP Advisors, Inc2,980$208K<0.01%+30013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,818$197K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,480$173K0.01%+12013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,430$170K<0.01%+213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,051$143K<0.01%+1,83313F-HRTimelineGroup
Crewe Advisors LLC1,841$129K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,572$110K0.01%013F-HRTimeline
Abound Wealth Management1,303$91.1K0.02%+11113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,294$90.5K<0.01%+4313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,181$82K<0.01%+513F-HRTimelineGroup
Harbor Asset Planning, Inc.1,138$79.5K0.07%013F-HRTimeline
Triumph Capital Management973$68K0.01%013F-HRTimeline
Versant Capital Management, Inc803$56.1K0.01%013F-HRTimeline
Blue Trust, Inc.791$55.3K<0.01%013F-HRTimeline
MCF Advisors LLC770$53.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA700$48.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC675$47.2K0.02%013F-HRTimeline
Allworth Financial LP618$43.2K<0.01%+37513F-HRTimeline
Bogart Wealth, LLC612$42.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC597$41.8K<0.01%+33513F-HRTimeline
HARBOUR INVESTMENTS, INC.574$40.1K<0.01%-32813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC565$39.5K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC548$38.3K0.01%013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…535$37.8K<0.01%new13F-HRTimeline
Fairway Wealth LLC511$35.7K0.01%013F-HRTimeline
NewEdge Advisors, LLC502$35.1K<0.01%013F-HR/ATimeline
Bell Investment Advisors, Inc494$34.5K0.01%013F-HRTimeline
WealthShield Partners, LLC482$33.7K<0.01%013F-HRTimeline