PDN Institutional Ownership & Shareholders
INVESCO FTSE RAFI DEVELOPED (PDN) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $176.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of PDN tracked by InsiderSet, reporting ownership valued at approximately $72.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $72.78M, representing an estimated loss of -0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed PDN value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Ci Investments Inc., Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in INVESCO FTSE RAFI DEVELOPED (PDN).
This page ranks the largest institutional PDN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$176.24M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$72.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.01% | 1,618,872 | $72,822,365 | $72,781,733 | -$40,632 | -0.06% | |
| Ci Investments Inc. | 0.04% | 273,424 | $12,299,541 | $12,292,678 | -$6,863 | -0.06% | |
| Ep Wealth Advisors, Llc | 0.03% | 196,908 | $8,857,591 | $8,852,649 | -$4,942 | -0.06% | |
| Opes Wealth Management Llc | 1.44% | 194,811 | $8,448,953 | $8,758,371 | +$309,418 | +3.66% | |
| Ameriprise Financial Inc | 0.00% | 113,420 | $5,106,599 | $5,099,170 | -$7,429 | -0.15% | |
| Captrust Financial Advisors | 0.01% | 103,584 | $4,659,545 | $4,656,961 | -$2,584 | -0.06% | |
| Droms Strauss Advisors Inc | 1.02% | 100,336 | $4,513,456 | $4,510,936 | -$2,520 | -0.06% | |
| Susquehanna International Group, Llp | 0.00% | 100,225 | $4,508,461 | $4,505,946 | -$2,515 | -0.06% | |
| Cutler Investment Counsel Llc | 0.39% | 88,965 | $4,083,494 | $3,999,715 | -$83,779 | -2.05% | |
| Robinswood Financial Llc | 1.11% | 79,476 | $3,610,768 | $3,573,106 | -$37,662 | -1.04% | |
| Focus Partners Wealth | 0.00% | 70,976 | $3,192,743 | $3,190,960 | -$1,783 | -0.06% | |
| Morgan Stanley | 0.00% | 70,511 | $3,171,863 | $3,170,055 | -$1,808 | -0.06% | |
| Citadel Advisors Llc | 0.00% | 57,514 | $2,587,175 | $2,585,732 | -$1,443 | -0.06% | |
| Kwb Wealth | 0.18% | 44,748 | $2,053,928 | $2,011,794 | -$42,134 | -2.05% | |
| Modern Wealth Management, Llc | 0.02% | 44,363 | $1,995,599 | $1,994,485 | -$1,114 | -0.06% | |
| Crusonia Wealth Advisors Llc | 0.27% | 38,592 | $1,771,377 | $1,735,031 | -$36,346 | -2.05% | |
| Goldman Sachs Group Inc | 0.00% | 36,216 | $1,629,119 | $1,628,210 | -$909 | -0.06% | |
| Virtus Family Office Llc | 1.08% | 30,937 | $1,420,008 | $1,390,875 | -$29,133 | -2.05% | |
| Wells Fargo & Company/Mn | 0.00% | 30,190 | $1,358,071 | $1,357,291 | -$780 | -0.06% | |
| L & S Advisors Inc | 0.14% | 29,919 | $1,345,845 | $1,345,107 | -$738 | -0.05% | |
| Creative Planning | 0.00% | 28,967 | $1,329,575 | $1,302,307 | -$27,268 | -2.05% | |
| Lpl Financial Llc | 0.00% | 28,776 | $1,294,440 | $1,293,720 | -$720 | -0.06% | |
| Studio Investment Management Llc | 0.21% | 27,547 | $1,264,407 | $1,238,466 | -$25,941 | -2.05% | |
| Jane Street Group, Llc | 0.00% | 25,698 | $1,155,983 | $1,155,338 | -$645 | -0.06% | |
| Royal Bank Of Canada | 0.00% | 23,067 | $1,038,000 | $1,037,053 | -$947 | -0.09% | |
| Smith, Moore & Co. | 0.06% | 22,244 | $1,000,611 | $1,000,052 | -$559 | -0.06% | |
| Alphacore Capital Llc | 0.02% | 22,161 | $996,869 | $996,321 | -$548 | -0.05% | |
| Klingman & Associates, Llc | 0.04% | 18,420 | $845,478 | $828,132 | -$17,346 | -2.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,977 | $779,230 | $763,257 | -$15,973 | -2.05% | |
| Jones Financial Companies Lllp | 0.00% | 17,346 | $774,882 | $779,847 | +$4,965 | +0.64% | |
| Robertson Stephens Wealth Management, Llc | 0.02% | 16,278 | $747,160 | $731,831 | -$15,329 | -2.05% | |
| Beckerman Institutional, Llc | 0.35% | 16,354 | $735,680 | $735,248 | -$432 | -0.06% | |
| Flow Traders U.S. Llc | 0.03% | 15,200 | $684,000 | $683,366 | -$634 | -0.09% | |
| Mariner, Llc | 0.00% | 14,940 | $672,063 | $671,677 | -$386 | -0.06% | |
| Cetera Investment Advisers | 0.00% | 14,867 | $668,756 | $668,395 | -$361 | -0.05% | |
| Sequoia Financial Advisors | 0.00% | 14,272 | $642,004 | $641,645 | -$359 | -0.06% | |
| Asset Dedication, Llc | 0.04% | 14,181 | $637,891 | $637,554 | -$337 | -0.05% | |
| Sensible Money, Llc | 0.15% | 12,413 | $569,749 | $558,067 | -$11,682 | -2.05% | |
| Fmr Llc | 0.00% | 12,343 | $555,230 | $554,920 | -$310 | -0.06% | |
| Bank Of America Corp | 0.00% | 11,993 | $539,460 | $539,185 | -$275 | -0.05% | |
| Corecap Advisors, Llc | 0.01% | 11,344 | $520,690 | $510,007 | -$10,683 | -2.05% | |
| Westmount Partners, Llc | 0.11% | 11,296 | $508,132 | $507,849 | -$283 | -0.06% | |
| Williams & Novak, Llc | 0.30% | 10,720 | $492,048 | $481,953 | -$10,095 | -2.05% | |
| Raymond James Financial Inc | 0.00% | 10,758 | $483,938 | $483,661 | -$277 | -0.06% | |
| Jfs Wealth Advisors, Llc | 0.02% | 10,165 | $457,252 | $457,001 | -$251 | -0.05% | |
| Mercer Global Advisors Inc | 0.00% | 9,973 | $448,609 | $448,369 | -$240 | -0.05% | |
| Index Fund Advisors, Inc. | 0.02% | 9,506 | $427,612 | $427,374 | -$238 | -0.06% | |
| Ubs Group Ag | 0.00% | 8,936 | $401,968 | $401,747 | -$221 | -0.05% | |
| Elm3 Financial Group, Llc | 0.24% | 7,869 | $361,196 | $353,777 | -$7,419 | -2.05% | |
| Hb Wealth Management, Llc | 0.00% | 7,620 | $349,758 | $342,582 | -$7,176 | -2.05% |
Frequently asked questions about PDN
Who are the largest institutional holders of PDN?
The largest institutional holders of PDN reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Ci Investments Inc., Ep Wealth Advisors, Llc, Opes Wealth Management Llc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported PDN position.
What is PDN institutional ownership?
This page tracks PDN positions reported by institutional investment managers through SEC Form 13F. INVESCO FTSE RAFI DEVELOPED (PDN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDN?
InsiderSet currently tracks 104 institutional managers reporting PDN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PDN shareholders.
How much PDN stock do institutions own?
Institutional investment managers disclosed approximately $176.24M in PDN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDN institutional ownership last updated?
The latest PDN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PDN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PDN position after the reporting date.
Are institutions buying or selling PDN?
Institutional buying and selling can be analyzed by comparing PDN positions across consecutive 13F reporting periods. InsiderSet's PDN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDN ownership changes.
How has PDN institutional ownership changed over time?
InsiderSet tracks PDN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.