PRFZ

Invesco RAFI US 1500 Small-Mid ETF
$45.81-0.92 (-1.97%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.1355491332004114e+292B

Total Value

$9.800061000510006e+216T

% of Float

Price History

$33.13$37.28$41.43$45.58$49.73Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/2,135,549$98.0M0.01%Share
2LPL Financial LLC1,332,004$61.0M0.02%Share
3Waverly Advisors, LLC1,127,581$51.0M0.41%Share
4MORGAN STANLEY1,104,006$50.0M0.00%Share
5Cetera Investment Advisers995,856$45.0M0.05%Share
6RAYMOND JAMES FINANCIAL INC941,572$43.0M0.01%Share
7Arbor Investment Advisors, LLC784,081$36.0M4.73%Share
8ROYAL BANK OF CANADA780,498$35.0M0.01%Share
9Stonebridge Financial Group, LLC723,888$33.2M2.84%Share
10FIRST FOUNDATION ADVISORS676,903$31.1M1.17%Share
11WELLS FARGO & COMPANY/MN645,461$29.0M0.01%Share
12WCG Wealth Advisors LLC627,859$28.8M0.81%Share
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC579,102$27.5M0.04%Share
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO191,807$17.8M0.01%Share
15Wealthspire Retirement, LLC379,703$17.4M1.06%Share
16Align Financial, LLC16,245$16.2M0.01%Share
17Invesco Ltd.329,779$15.1M0.00%Share
18Three Bridge Wealth Advisors, LLC265,783$12.2M3.22%Share
19Baird Financial Group, Inc.263,627$12.0M0.02%Share
20Sanctuary Advisors, LLC260,181$11.9M0.07%Share
21UBS Group AG255,903$11.7M0.00%Share
22Johnson & White Wealth Management, LLC254,833$11.7M5.09%Share
23AlphaCore Capital LLC240,302$11.0M0.25%Share
24COMMONWEALTH EQUITY SERVICES, LLC258,696$11.0M0.01%Share
25CAPTRUST FINANCIAL ADVISORS251,507$11.0M0.02%Share
26Mariner, LLC228,023$10.0M0.01%Share
27BANK OF AMERICA CORP /DE/197,492$9.0M0.00%Share
28Regal Investment Advisors LLC173,892$8.0M0.48%Share
29Accredited Investors Inc.170,003$7.8M0.41%Share
30Arlington Financial Advisors, LLC163,370$7.5M1.07%Share
31Equitable Holdings, Inc.168,213$7.0M0.05%Share
32Dynamic Advisor Solutions LLC147,660$6.8M0.22%Share
33Verum Partners LLC144,661$6.6M1.34%Share
34MERCER GLOBAL ADVISORS INC /ADV144,492$6.0M0.01%Share
35Creative Planning146,675$6.0M0.00%Share
36BANK OF AMERICA CORP /DE/149,419$6.0M0.00%Share
37Ducere Wealth Management LLC141,583$6.0M2.36%Share
38AQR CAPITAL MANAGEMENT LLC148,952$6.0M0.00%Share
39Bank of New York Mellon Corp140,933$6.0M0.00%Share
40Traction Financial Partners, LLC127,069$5.8M3.46%Share
41Cornerstone Wealth Management, LLC123,804$5.7M0.30%Share
42Perigon Wealth Management, LLC122,868$5.6M0.10%Share
43Charles Schwab Trust Co116,443$5.3M0.35%Share
44ALBION FINANCIAL GROUP /UT112,200$5.1M0.32%Share
45HighTower Advisors, LLC117,188$5.0M0.01%Share
46Focus Partners Wealth110,945$5.0M0.01%Share
47Steward Partners Investment Advisory, LLC111,739$5.0M0.03%Share
48Cerity Partners LLC120,392$5.0M0.01%Share
49Invesco Ltd.107,107$4.9M0.00%Share
50FIRST FOUNDATION ADVISORS98,608$4.5M0.17%Share