Who owns PRFZ?
Invesco RAFI US 1500 Small-Mid ETF · Invesco
361 institutions reported holding PRFZ, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PRFZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $157.8M | 2,829,358 | −29,576 shares |
| LPL Financial LLC | Fort Mill, SC | $78.0M | 1,398,235 | +19,846 shares |
| Morgan Stanley | New York, NY | $72.6M | 1,300,997 | +110,026 shares |
| Waverly Advisors, LLC | Birmingham, AL | $59.8M | 1,071,783 | −37,840 shares |
| Cetera Investment Advisers | Schaumburg, IL | $57.7M | 1,034,707 | +3,489 shares |
| Wells Fargo & Company | San Francisco, CA | $57.5M | 1,031,039 | +99,961 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $56.4M | 1,010,685 | −43,903 shares |
| Arbor Investment Advisors, LLC | Winston Salem, NC | $44.9M | 805,518 | +1,927 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $42.8M | 767,863 | +64,399 shares |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | $42.5M | 762,863 | −412 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PRFZ?
361 institutional managers reported holding PRFZ in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Bank of America Corp., at $157.8M.
Did institutions buy or sell PRFZ last quarter?
Reported 13F value rose 25.0% from March 31, 2026, which includes price moves as well as buying and selling. 58 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PRFZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.