INVESCO RAFI DEVELOPED MARKE PXF
$75.51
+1.1% 52w: $53.71 – $78.22
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data53.7165.9778.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
243
+8 QoQ
13F value
$2.10B
-2.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PXF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 10.2M | $715.9M | 0.1% | -5.7% |
| Invesco Ltd. | Index provider | 6.1M | $428.7M | 0.1% | +41.6% |
| MORGAN STANLEY | Bank broker | 1.4M | $95.1M | 0.0% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 963.9K | $67.4M | 0.0% | +7.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 954.2K | $66.7M | 0.0% | -20.8% |
| LPL Financial LLC | Bank broker | 883.3K | $61.7M | 0.0% | +43.9% |
| UBS Group AG | Bank broker | 678.0K | $47.4M | 0.0% | +240.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 649.5K | $45.4M | 0.0% | +16.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 579.4K | $40.5M | 0.2% | +4.7% |
| Corient Private Wealth LLC | Diversified mechanical | 439.2K | $30.7M | 0.0% | +281.8% |
| Johnson & White Wealth Management, LLC | Wealth advisor | 387.9K | $27.1M | 11.5% | +1.7% |
| FIRST AMERICAN TRUST, FSB | Other | 334.2K | $23.4M | 1.6% | New |
| Charles Schwab Trust Co | Wealth advisor | 333.0K | $23.3M | 1.5% | -7.9% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 321.4K | $22.5M | 0.0% | -15.5% |
| Equitable Holdings, Inc. | Wealth advisor | 323.6K | $21.2M | 0.1% | +58.1% |
| JPMORGAN CHASE & CO | Bank broker | 269.2K | $18.2M | 0.0% | +10.2% |
| ROYAL BANK OF CANADA | Bank broker | 216.9K | $15.2M | 0.0% | +82.1% |
| Arlington Financial Advisors, LLC | Wealth advisor | 201.1K | $14.1M | 2.0% | -12.3% |
| Cetera Investment Advisers | Wealth advisor | 200.8K | $14.0M | 0.0% | -3.8% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 192.9K | $13.4M | 0.0% | -1.6% |
| Maltin Wealth Management, Inc. | Wealth advisor | 171.5K | $12.0M | 4.6% | +54.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 142.5K | $10.0M | 0.0% | +251.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 265.9K | $10.0M | 0.0% | +0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 141.6K | $9.9M | 0.0% | +1.0% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 133.1K | $9.3M | 0.0% | — |
| RTD Financial Advisors, Inc. | Wealth advisor | 129.0K | $9.0M | 1.1% | -6.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 125.4K | $8.8M | 0.0% | +420.0% |
| Breakwater Capital Group | Wealth advisor | 117.4K | $8.2M | 1.1% | +4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 113.0K | $7.9M | 0.0% | +3.1% |
| Independent Advisor Alliance | Wealth advisor | 105.4K | $7.4M | 0.1% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 91.0K | $6.4M | 0.0% | -4.6% |
| Creative Planning | Wealth advisor | 88.2K | $6.2M | 0.0% | +8.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 87.8K | $6.1M | 0.0% | +7.5% |
| Retirement Planning Group, LLC | Wealth advisor | 87.1K | $6.1M | 0.2% | +8.3% |
| HighTower Advisors, LLC | Diversified mechanical | 86.5K | $6.0M | 0.0% | -1.0% |
| AlphaCore Capital LLC | Wealth advisor | 81.3K | $5.7M | 0.1% | -17.4% |
| Three Bridge Wealth Advisors, LLC | Wealth advisor | 79.1K | $5.5M | 1.5% | -1.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 73.3K | $5.1M | 0.0% | +9.0% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 70.0K | $4.9M | 0.2% | +17.0% |
| Waverly Advisors, LLC | Wealth advisor | 67.3K | $4.7M | 0.0% | +0.1% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 65.5K | $4.6M | 1.1% | +1.1% |
| Archer Investment Corp | Wealth advisor | 64.9K | $4.5M | 1.0% | -0.6% |
| Verum Partners LLC | Wealth advisor | 64.6K | $4.5M | 0.9% | -0.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 66.4K | $4.5M | 0.0% | +47.3% |
| Mariner, LLC | Diversified mechanical | 63.5K | $4.4M | 0.0% | +9.9% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 62.8K | $4.4M | 0.0% | Held |
| US BANCORP \DE\ | Wealth advisor | 59.3K | $4.1M | 0.0% | -2.6% |
| Foster Victor Wealth Advisors, LLC | Other | 55.2K | $4.1M | 0.2% | -5.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 56.7K | $4.0M | 0.0% | -4.8% |
| Centurion Wealth Management LLC | Wealth advisor | 56.5K | $4.0M | 0.9% | -4.9% |
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.