Who owns Invesco RAFI US 1500 Small-Mid ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PRFZ from SEC Form 13F filings across 363 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 363 institutions disclosed 24.1M shares of Invesco RAFI US 1500 Small-Mid ETF worth $1.34B — about 45.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
363
13F holders
$1.34B
value, 2026 filers
45.6%
of shares outstanding (24.1M sh)
61
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PRFZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.8M | $157.8M | 0.0% | 5.4% | -1.0% |
| 2 | LPL Financial LLC | 1.4M | $78.0M | 0.0% | 2.6% | +1.4% |
| 3 | MORGAN STANLEY | 1.3M | $72.6M | 0.0% | 2.5% | +9.2% |
| 4 | Waverly Advisors, LLC | 1.1M | $59.8M | 0.3% | 2% | -3.4% |
| 5 | Cetera Investment Advisers | 1.0M | $57.7M | 0.1% | 2% | +0.3% |
| 6 | WELLS FARGO & COMPANY/MN | 1.0M | $57.5M | 0.0% | 2% | +10.7% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1.0M | $56.4M | 0.0% | 1.9% | -4.2% |
| 8 | Arbor Investment Advisors, LLC | 805,518 | $44.9M | 5.1% | 1.5% | +0.2% |
| 9 | ROYAL BANK OF CANADA | 767,863 | $42.8M | 0.0% | 1.5% | +9.2% |
| 10 | Stonebridge Financial Group, LLC | 762,863 | $42.5M | 3.2% | 1.4% | -0.1% |
| 11 | FIRST FOUNDATION ADVISORS | 739,179 | $41.2M | 1.5% | 1.4% | -2.6% |
| 12 | WCG Wealth Advisors LLC | 634,759 | $35.4M | 0.8% | 1.2% | -0.9% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 422,426 | $23.1M | 0.0% | 0.8% | +2.5% |
| 14 | Wealthspire Retirement, LLC | 355,967 | $19.9M | 1.1% | 0.7% | -4.7% |
| 15 | Sanctuary Advisors, LLC | 293,041 | $16.3M | 0.1% | 0.6% | +5.4% |
| 16 | Baird Financial Group, Inc. | 288,249 | $16.1M | 0.0% | 0.5% | -2.2% |
| 17 | Equitable Holdings, Inc. | 286,779 | $16.0M | 0.1% | 0.5% | +4.0% |
| 18 | Traction Financial Partners, LLC | 285,584 | $15.9M | 8.5% | 0.5% | +4.3% |
| 19 | Johnson & White Wealth Management, LLC | 266,421 | $14.9M | 5.6% | 0.5% | +0.8% |
| 20 | Three Bridge Wealth Advisors, LLC | 261,632 | $14.6M | 3.7% | 0.5% | -2.1% |
| 21 | CAPTRUST FINANCIAL ADVISORS | 247,800 | $13.8M | 0.0% | 0.5% | -1.9% |
| 22 | UBS Group AG | 241,394 | $13.5M | 0.0% | 0.5% | -0.9% |
| 23 | Federation des caisses Desjardins du Quebec | 241,085 | $13.4M | 0.0% | 0.5% | -4.2% |
| 24 | AlphaCore Capital LLC | 234,261 | $13.1M | 0.2% | 0.4% | -2.1% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 224,734 | $12.5M | 0.0% | 0.4% | +40.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.