PRF Institutional Ownership & Shareholders
INVESCO FTSE RAFI US 1000 ET (PRF) is currently held by 583 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.62B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PRF tracked by InsiderSet, reporting ownership valued at approximately $589.63M 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 $612.55M, representing an estimated gain of +3.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed PRF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ameriprise Financial Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INVESCO FTSE RAFI US 1000 ET (PRF).
This page ranks the largest institutional PRF 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
583
Total Reported Value
$5.62B
Largest Holder
Bank Of America Corp
Largest Position
$589.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.04% | 10,913,014 | $589,630,163 | $612,547,476 | +$22,917,313 | +3.89% | |
| Ameriprise Financial Inc | 0.09% | 7,906,162 | $428,784,971 | $443,772,873 | +$14,987,902 | +3.50% | |
| Envestnet Asset Management Inc | 0.06% | 4,787,226 | $258,628,262 | $268,706,995 | +$10,078,733 | +3.90% | |
| Pnc Financial Services Group, Inc. | 0.14% | 4,700,130 | $253,948,014 | $263,818,297 | +$9,870,283 | +3.89% | |
| Waverly Advisors, Llc | 1.12% | 3,577,537 | $193,294,349 | $200,807,152 | +$7,512,803 | +3.89% | |
| Mariner, Llc | 0.17% | 3,028,669 | $163,639,000 | $169,999,191 | +$6,360,191 | +3.89% | |
| Lpl Financial Llc | 0.04% | 2,999,878 | $162,083,404 | $168,383,152 | +$6,299,748 | +3.89% | |
| Commonwealth Equity Services, Llc | 0.19% | 2,732,920 | $148,752,824 | $153,398,800 | +$4,645,976 | +3.12% | |
| D.A. Davidson & Co. | 0.66% | 2,243,176 | $122,096,108 | $125,909,469 | +$3,813,361 | +3.12% | |
| Wells Fargo & Company/Mn | 0.02% | 2,244,137 | $121,250,720 | $125,963,410 | +$4,712,690 | +3.89% | |
| Morgan Stanley | 0.01% | 2,130,186 | $115,094,033 | $119,567,340 | +$4,473,307 | +3.89% | |
| Arbor Investment Advisors, Llc | 13.10% | 2,110,657 | $114,883,041 | $118,471,177 | +$3,588,136 | +3.12% | |
| Linscomb Wealth, Inc. | 4.52% | 1,930,191 | $104,288,233 | $108,341,621 | +$4,053,388 | +3.89% | |
| Ci Investments Inc. | 0.28% | 1,594,635 | $86,158,129 | $89,506,863 | +$3,348,734 | +3.89% | |
| Focus Partners Wealth | 0.09% | 1,590,833 | $85,952,754 | $89,293,456 | +$3,340,702 | +3.89% | |
| Berman Mcaleer Llc | 9.75% | 1,544,416 | $84,062,566 | $86,688,070 | +$2,625,504 | +3.12% | |
| Raymond James Financial Inc | 0.02% | 1,539,147 | $83,160,113 | $86,392,321 | +$3,232,208 | +3.89% | |
| Invesco Ltd. | 0.01% | 1,481,520 | $80,046,526 | $83,157,718 | +$3,111,192 | +3.89% | |
| Pinnacle Financial Partners, Inc. | 0.47% | 1,283,319 | $69,337,773 | $72,032,695 | +$2,694,922 | +3.89% | |
| Royal Bank Of Canada | 0.01% | 1,231,992 | $66,564,000 | $69,151,711 | +$2,587,711 | +3.89% | |
| Larson Financial Group Llc | 1.60% | 1,123,915 | $60,725,146 | $63,085,349 | +$2,360,203 | +3.89% | |
| Rfg Advisory, Llc | 0.93% | 1,100,004 | $59,433,219 | $61,743,225 | +$2,310,006 | +3.89% | |
| Cetera Investment Advisers | 0.05% | 971,329 | $52,480,919 | $54,520,697 | +$2,039,778 | +3.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 904,098 | $50,050,855 | $50,747,021 | +$696,166 | +1.39% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 5.79% | 910,610 | $49,200,264 | $51,112,539 | +$1,912,275 | +3.89% | |
| Garrett Wealth Advisory Group, Llc | 6.64% | 803,341 | $43,725,836 | $45,091,530 | +$1,365,694 | +3.12% | |
| Ubs Group Ag | 0.01% | 780,830 | $42,188,245 | $43,827,988 | +$1,639,743 | +3.89% | |
| Alphacore Capital Llc | 0.76% | 767,465 | $41,466,142 | $43,077,810 | +$1,611,668 | +3.89% | |
| Osaic Holdings, Inc. | 0.05% | 715,210 | $38,643,334 | $40,144,737 | +$1,501,403 | +3.89% | |
| Penserra Capital Management Llc | 0.30% | 714,113 | $38,583,000 | $40,083,163 | +$1,500,163 | +3.89% | |
| Grimes & Co Wealth Management, Llc | 0.88% | 688,303 | $37,464,309 | $38,634,447 | +$1,170,138 | +3.12% | |
| Equitable Holdings, Inc. | 0.22% | 668,640 | $36,126,612 | $37,530,763 | +$1,404,151 | +3.89% | |
| Rothschild Investment Llc | 1.33% | 656,475 | $35,469,358 | $36,847,942 | +$1,378,584 | +3.89% | |
| Pinnacle Financial Group, Llc / Il | 8.48% | 647,428 | $35,239,522 | $36,340,134 | +$1,100,612 | +3.12% | |
| Wcg Wealth Advisors Llc | 0.80% | 622,011 | $33,607,251 | $34,913,477 | +$1,306,226 | +3.89% | |
| Klingman & Associates, Llc | 1.38% | 610,759 | $33,243,587 | $34,281,903 | +$1,038,316 | +3.12% | |
| Charter Capital Management, Llc\De | 14.85% | 601,286 | $32,727,990 | $33,750,183 | +$1,022,193 | +3.12% | |
| Jpmorgan Chase & Co | 0.00% | 601,650 | $32,495,161 | $33,770,615 | +$1,275,454 | +3.93% | |
| Corient Private Wealth Llc | 0.04% | 582,979 | $31,498,341 | $32,722,611 | +$1,224,270 | +3.89% | |
| Charles Schwab Trust Co | 1.81% | 577,019 | $31,407,144 | $32,388,076 | +$980,932 | +3.12% | |
| Boulder Wealth Advisors, Llc | 11.13% | 565,247 | $30,540,295 | $31,727,314 | +$1,187,019 | +3.89% | |
| Truist Financial Corp | 0.04% | 554,451 | $30,178,751 | $31,121,335 | +$942,584 | +3.12% | |
| Boyum Wealth Architects Llc | 11.76% | 527,580 | $28,927,197 | $29,613,065 | +$685,868 | +2.37% | |
| National Bank Of Canada | 0.02% | 526,029 | $28,410,826 | $29,526,008 | +$1,115,182 | +3.93% | |
| Aqr Capital Management Llc | 0.01% | 524,792 | $28,354,495 | $29,456,575 | +$1,102,080 | +3.89% | |
| Saxon Interests, Inc. | 9.74% | 516,197 | $28,096,628 | $28,974,138 | +$877,510 | +3.12% | |
| Wharton Business Group, Llc | 0.89% | 495,030 | $26,746,471 | $27,786,034 | +$1,039,563 | +3.89% | |
| Pathstone Holdings, Llc | 0.10% | 534,205 | $25,390,764 | $29,984,927 | +$4,594,163 | +18.09% | |
| Forvis Mazars Wealth Advisors, Llc | 0.41% | 462,286 | $25,162,202 | $25,948,113 | +$785,911 | +3.12% | |
| Breakwater Capital Group | 2.84% | 440,276 | $23,964,233 | $24,712,692 | +$748,459 | +3.12% |
Frequently asked questions about PRF
Who are the largest institutional holders of PRF?
The largest institutional holders of PRF reported in the latest SEC Form 13F filings include Bank Of America Corp, Ameriprise Financial Inc, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., and Waverly Advisors, Llc. InsiderSet ranks institutional holders by their latest reported PRF position.
What is PRF institutional ownership?
This page tracks PRF positions reported by institutional investment managers through SEC Form 13F. INVESCO FTSE RAFI US 1000 ET (PRF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRF?
InsiderSet currently tracks 583 institutional managers reporting PRF 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 PRF shareholders.
How much PRF stock do institutions own?
Institutional investment managers disclosed approximately $5.62B in PRF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRF institutional ownership last updated?
The latest PRF 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 PRF 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 PRF position after the reporting date.
Are institutions buying or selling PRF?
Institutional buying and selling can be analyzed by comparing PRF positions across consecutive 13F reporting periods. InsiderSet's PRF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRF ownership changes.
How has PRF institutional ownership changed over time?
InsiderSet tracks PRF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.