INVESCO RAFI US 1000 ETF PRF
$54.26
+0.4% 52w: $40.44 – $54.26
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data40.4447.3554.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
557
+3 QoQ
13F value
$4.99B
-0.3% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
24.0×
$97K calls / $4K puts
Institutional value by quarter
Number of holders
Who owns PRF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 11.1M | $527.7M | 0.0% | +0.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.6M | $360.7M | 0.1% | -1.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 5.1M | $242.2M | 0.1% | -1.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.8M | $229.5M | 0.1% | +0.9% |
| Waverly Advisors, LLC | Wealth advisor | 3.7M | $173.9M | 1.3% | -1.2% |
| Invesco Ltd. | Index provider | 3.1M | $146.2M | 0.0% | +0.2% |
| Mariner, LLC | Diversified mechanical | 3.0M | $141.8M | 0.2% | -4.8% |
| LPL Financial LLC | Bank broker | 2.8M | $133.0M | 0.0% | +2.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.5M | $120.5M | 0.2% | -15.8% |
| MORGAN STANLEY | Bank broker | 2.1M | $100.9M | 0.0% | -0.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 2.1M | $100.3M | 0.6% | +2.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $97.8M | 0.0% | +14.2% |
| Arbor Investment Advisors, LLC | Wealth advisor | 2.0M | $96.4M | 12.5% | 0.0% |
| Linscomb Wealth, Inc. | Wealth advisor | 2.0M | $93.9M | 4.2% | -7.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.9M | $91.9M | 0.1% | +3.5% |
| Focus Partners Wealth | Wealth advisor | 1.7M | $81.2M | 0.1% | -0.4% |
| Berman McAleer LLC | Wealth advisor | 1.6M | $74.7M | 10.2% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $71.4M | 0.0% | +5.9% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 1.3M | $60.2M | 0.5% | +0.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $58.6M | 0.0% | +2.9% |
| RFG Advisory, LLC | Wealth advisor | 1.1M | $53.9M | 1.0% | -11.8% |
| Larson Financial Group LLC | Wealth advisor | 1.0M | $48.6M | 1.6% | +17.4% |
| Cetera Investment Advisers | Wealth advisor | 948.9K | $45.1M | 0.0% | +2.5% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | Wealth advisor | 932.1K | $44.3M | 6.0% | -0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 822.0K | $39.3M | 0.1% | -68.3% |
| AlphaCore Capital LLC | Wealth advisor | 808.8K | $38.4M | 0.9% | -9.2% |
| Garrett Wealth Advisory Group, LLC | Wealth advisor | 796.0K | $37.8M | 6.7% | -1.7% |
| UBS Group AG | Bank broker | 786.8K | $37.4M | 0.0% | -3.5% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 761.6K | $36.2M | 1.0% | -1.6% |
| Corient Private Wealth LLC | Diversified mechanical | 758.9K | $35.9M | 0.1% | -49.2% |
| Pinnacle Financial Group, LLC / IL | Wealth advisor | 668.3K | $31.8M | 8.7% | -0.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 657.7K | $31.3M | 0.0% | +10.5% |
| Equitable Holdings, Inc. | Wealth advisor | 656.8K | $30.8M | 0.2% | -0.6% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 643.0K | $30.6M | 1.6% | +3.8% |
| Charles Schwab Trust Co | Wealth advisor | 637.5K | $30.3M | 2.0% | -1.8% |
| Klingman & Associates, LLC | Wealth advisor | 618.1K | $29.4M | 1.4% | -9.3% |
| JPMORGAN CHASE & CO | Bank broker | 624.0K | $29.0M | 0.0% | +6.6% |
| Charter Capital Management, LLC\DE | Wealth advisor | 595.2K | $28.3M | 14.2% | +1.5% |
| HighTower Advisors, LLC | Diversified mechanical | 587.0K | $27.9M | 0.0% | -8.7% |
| BOYUM WEALTH ARCHITECTS LLC | Wealth advisor | 518.2K | $26.8M | 11.2% | +15.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 553.6K | $26.3M | 0.0% | -0.5% |
| Boulder Wealth Advisors, LLC | Wealth advisor | 550.3K | $26.2M | 10.4% | +12.7% |
| Penserra Capital Management LLC | Diversified mechanical | 541.4K | $25.7M | 0.3% | New |
| Pathstone Holdings, LLC | Diversified mechanical | 534.2K | $25.4M | 0.1% | -0.1% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 531.9K | $25.3M | 0.0% | -2.2% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 507.1K | $24.1M | 0.5% | -1.2% |
| SAXON INTERESTS, INC. | Wealth advisor | 503.6K | $23.9M | 8.3% | -2.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 496.4K | $23.6M | 0.1% | +22.3% |
| Wharton Business Group, LLC | Wealth advisor | 495.0K | $23.5M | 0.9% | +0.4% |
| Breakwater Capital Group | Wealth advisor | 449.9K | $21.4M | 2.9% | +0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.