INVESCO FTSE RAFI US 1000 ET (PRF) Institutional Shareholders

INVESCO FTSE RAFI US 1000 ET (PRF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.02B in PRF holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of PRF tracked by InsiderSet, reporting ownership valued at approximately $527.72M in its March 31, 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 $607.99M, representing an estimated gain of +15.21% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed PRF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ameriprise Financial Inc, Pnc Financial Services Group, 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

562

Total Reported Value

$5.02B

Largest Holder

Bank Of America Corp

Largest Position

$527.72M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

55

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.04%11,102,869$527,719,369$607,993,106+$80,273,737+15.21%
Ameriprise Financial Inc0.08%7,590,062$360,720,458$415,631,795+$54,911,337+15.22%
Pnc Financial Services Group, Inc.0.15%4,891,558$232,495,744$267,861,716+$35,365,972+15.21%
Envestnet Asset Management Inc0.06%4,827,651$229,458,252$264,362,169+$34,903,917+15.21%
Waverly Advisors, Llc1.31%3,659,575$173,939,594$200,398,327+$26,458,733+15.21%
Commonwealth Equity Services, Llc0.18%2,717,237$146,812,314$148,795,898+$1,983,584+1.35%
Invesco Ltd.0.02%3,076,917$146,245,865$168,491,975+$22,246,110+15.21%
Mariner, Llc0.17%2,984,153$141,836,743$163,412,218+$21,575,475+15.21%
Lpl Financial Llc0.04%2,798,890$133,031,214$153,267,216+$20,236,002+15.21%
D.A. Davidson & Co.0.65%2,175,841$117,560,739$119,149,053+$1,588,314+1.35%
Arbor Investment Advisors, Llc12.56%2,054,047$110,980,148$112,479,614+$1,499,466+1.35%
Linscomb Wealth, Inc.4.52%1,930,191$104,288,233$105,697,259+$1,409,026+1.35%
Morgan Stanley0.01%2,123,301$100,920,527$116,271,963+$15,351,436+15.21%
Wells Fargo & Company/Mn0.02%2,057,237$97,780,475$112,654,298+$14,873,823+15.21%
Northwestern Mutual Wealth Management Co0.06%1,933,484$91,898,484$105,877,584+$13,979,100+15.21%
Berman Mcaleer Llc9.75%1,558,975$84,231,422$85,369,471+$1,138,049+1.35%
Focus Partners Wealth0.09%1,706,944$81,152,284$93,472,253+$12,319,969+15.18%
Raymond James Financial Inc0.02%1,503,181$71,446,199$82,314,192+$10,867,993+15.21%
Pinnacle Financial Partners, Inc.0.46%1,265,634$60,167,229$69,306,118+$9,138,889+15.19%
Rfg Advisory, Llc0.93%1,100,004$59,433,219$60,236,219+$803,000+1.35%
Royal Bank Of Canada0.01%1,233,042$58,607,000$67,521,380+$8,914,380+15.21%
Larson Financial Group Llc1.56%1,022,402$48,594,779$55,986,734+$7,391,955+15.21%
Wealth Enhancement Advisory Services, Llc0.08%882,845$48,097,383$48,344,592+$247,209+0.51%
Cetera Investment Advisers0.05%948,885$45,100,497$51,960,943+$6,860,446+15.21%
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.5.97%932,117$44,303,521$51,042,727+$6,739,206+15.21%
Grimes & Co Wealth Management, Llc0.87%745,956$40,304,008$40,848,551+$544,543+1.35%
Alphacore Capital Llc0.91%808,787$38,441,651$44,289,176+$5,847,525+15.21%
Garrett Wealth Advisory Group, Llc6.73%796,038$37,835,706$43,591,041+$5,755,335+15.21%
Ubs Group Ag0.01%786,770$37,395,178$43,083,525+$5,688,347+15.21%
Corient Private Wealth Llc0.05%758,894$35,947,660$41,557,035+$5,609,375+15.60%
Pinnacle Financial Group, Llc / Il8.77%665,074$35,933,951$36,419,452+$485,501+1.35%
Klingman & Associates, Llc1.41%614,153$33,182,710$33,631,018+$448,308+1.35%
Charter Capital Management, Llc\De14.46%604,491$32,660,636$33,101,927+$441,291+1.35%
Osaic Holdings, Inc.0.05%657,688$31,260,333$36,014,995+$4,754,662+15.21%
Charles Schwab Trust Co1.74%577,465$31,200,434$31,621,983+$421,549+1.35%
Equitable Holdings, Inc.0.20%656,774$30,815,836$35,964,944+$5,149,108+16.71%
Rothschild Investment Llc1.60%643,009$30,562,196$35,211,173+$4,648,977+15.21%
Truist Financial Corp0.04%549,418$29,685,068$30,086,130+$401,062+1.35%
Boyum Wealth Architects Llc11.61%535,648$29,171,402$29,332,084+$160,682+0.55%
Hightower Advisors, Llc0.03%587,026$27,901,443$32,145,544+$4,244,101+15.21%
Boulder Wealth Advisors, Llc10.44%550,343$26,157,803$30,136,783+$3,978,980+15.21%
Pathstone Holdings, Llc0.10%534,205$25,390,764$29,253,066+$3,862,302+15.21%
National Bank Of Canada0.03%531,851$25,278,878$29,124,161+$3,845,283+15.21%
Forvis Mazars Wealth Advisors, Llc0.46%507,085$24,101,740$27,767,975+$3,666,235+15.21%
Breakwater Capital Group2.89%446,062$24,100,741$24,426,355+$325,614+1.35%
Saxon Interests, Inc.8.27%503,630$23,937,537$27,578,779+$3,641,242+15.21%
Wharton Business Group, Llc0.89%495,030$23,528,776$27,107,843+$3,579,067+15.21%
Pettinga Financial Advisors Llc3.72%429,194$23,189,378$23,502,663+$313,285+1.35%
Flynn Zito Capital Management, Llc6.28%427,695$23,108,324$23,420,578+$312,254+1.35%
Cornerstone Wealth Management, Llc0.93%399,520$21,586,087$21,877,715+$291,628+1.35%

Frequently asked questions about PRF

  • Who owns the most PRF stock?

    The largest holders of PRF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO FTSE RAFI US 1000 ET (PRF).

  • Is PRF widely held by superinvestors?

    Many widely followed stocks like PRF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PRF is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.