INV RAFI US 1500 SM-USD INC PRFZ
$55.09
-1.0% 52w: $39.10 – $55.77
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data39.1047.4355.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
319
+5 QoQ
13F value
$1.08B
+2.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns PRFZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.9M | $131.1M | 0.0% | +14.9% |
| LPL Financial LLC | Bank broker | 1.4M | $63.2M | 0.0% | +3.5% |
| MORGAN STANLEY | Bank broker | 1.2M | $54.6M | 0.0% | +6.2% |
| Waverly Advisors, LLC | Wealth advisor | 1.1M | $50.9M | 0.4% | -1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $48.4M | 0.0% | +2.0% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $47.3M | 0.1% | +3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 931.1K | $42.7M | 0.0% | +36.6% |
| Arbor Investment Advisors, LLC | Wealth advisor | 803.6K | $36.9M | 4.8% | +2.5% |
| Stonebridge Financial Group, LLC | Wealth advisor | 763.3K | $35.0M | 2.9% | +5.4% |
| FIRST FOUNDATION ADVISORS | Other | 758.9K | $34.8M | 1.4% | -2.1% |
| ROYAL BANK OF CANADA | Bank broker | 703.5K | $32.3M | 0.0% | -10.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 640.5K | $29.4M | 0.8% | +2.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 412.1K | $19.2M | 0.0% | -28.8% |
| Wealthspire Retirement, LLC | Wealth advisor | 373.7K | $17.1M | 1.0% | -1.6% |
| Invesco Ltd. | Index provider | 359.4K | $16.5M | 0.0% | -24.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 294.6K | $13.5M | 0.0% | +0.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 278.1K | $12.8M | 0.1% | +6.9% |
| Equitable Holdings, Inc. | Wealth advisor | 275.8K | $12.7M | 0.1% | +63.9% |
| Traction Financial Partners, LLC | Wealth advisor | 273.9K | $12.6M | 7.7% | +115.6% |
| Three Bridge Wealth Advisors, LLC | Wealth advisor | 267.3K | $12.3M | 3.4% | +0.6% |
| Johnson & White Wealth Management, LLC | Wealth advisor | 264.3K | $12.1M | 5.1% | +3.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 252.5K | $11.6M | 0.0% | +0.4% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 251.7K | $11.5M | 0.0% | New |
| UBS Group AG | Bank broker | 243.5K | $11.2M | 0.0% | -5.4% |
| AlphaCore Capital LLC | Wealth advisor | 239.3K | $11.0M | 0.3% | -0.4% |
| Mariner, LLC | Diversified mechanical | 226.8K | $10.4M | 0.0% | -0.5% |
| Regal Investment Advisors LLC | Wealth advisor | 174.9K | $8.0M | 0.5% | +0.6% |
| Accredited Investors Inc. | Wealth advisor | 168.8K | $7.7M | 0.4% | -0.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 159.7K | $7.3M | 0.0% | +7.2% |
| Creative Planning | Wealth advisor | 157.3K | $7.2M | 0.0% | +2.8% |
| Arlington Financial Advisors, LLC | Wealth advisor | 156.4K | $7.2M | 1.0% | -4.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 150.5K | $6.9M | 0.0% | +6.8% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 147.5K | $6.8M | 0.2% | -0.1% |
| Verum Partners LLC | Wealth advisor | 143.1K | $6.6M | 1.2% | -1.0% |
| Ducere Wealth Management LLC | Wealth advisor | 136.3K | $6.3M | 2.5% | -3.7% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 123.7K | $5.7M | 0.3% | -0.1% |
| JPMORGAN CHASE & CO | Bank broker | 126.6K | $5.6M | 0.0% | +9.4% |
| Perigon Wealth Management, LLC | Wealth advisor | 121.3K | $5.6M | 0.1% | -1.3% |
| Cerity Partners LLC | Diversified mechanical | 120.6K | $5.5M | 0.0% | +0.1% |
| Charles Schwab Trust Co | Wealth advisor | 116.0K | $5.3M | 0.3% | -0.4% |
| Focus Partners Wealth | Wealth advisor | 115.5K | $5.3M | 0.0% | +4.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 114.6K | $5.3M | 0.0% | +2.5% |
| HighTower Advisors, LLC | Diversified mechanical | 112.4K | $5.2M | 0.0% | -4.1% |
| ALBION FINANCIAL GROUP /UT | Other | 112.2K | $5.1M | 0.3% | Held |
| Sunrise Financial Services, LLC | Wealth advisor | 99.3K | $4.6M | 3.2% | +115340.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 97.7K | $4.4M | 0.0% | +38.3% |
| Wealthspire Advisors, LLC | Wealth advisor | 95.2K | $4.4M | 0.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 82.9K | $3.8M | 0.0% | +6.5% |
| Clearstead Advisors, LLC | Wealth advisor | 82.2K | $3.8M | 0.0% | +20448.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 81.5K | $3.7M | 0.0% | -68.5% |
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.