INVESCO FTSE RAFI US 1500 SM (PRFZ) Institutional Shareholders
INVESCO FTSE RAFI US 1500 SM (PRFZ) 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 $1.12B in PRFZ holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PRFZ tracked by InsiderSet, reporting ownership valued at approximately $131.14M 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 $153.64M, representing an estimated gain of +17.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed PRFZ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO FTSE RAFI US 1500 SM (PRFZ).
This page ranks the largest institutional PRFZ 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
340
Total Reported Value
$1.12B
Largest Holder
Bank Of America Corp
Largest Position
$131.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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 | 0.01% | 2,858,934 | $131,139,319 | $153,639,113 | +$22,499,794 | +17.16% | |
| Lpl Financial Llc | 0.02% | 1,378,389 | $63,226,687 | $74,074,625 | +$10,847,938 | +17.16% | |
| Morgan Stanley | 0.00% | 1,190,971 | $54,629,910 | $64,002,782 | +$9,372,872 | +17.16% | |
| Waverly Advisors, Llc | 0.38% | 1,109,623 | $50,898,377 | $59,631,140 | +$8,732,763 | +17.16% | |
| Raymond James Financial Inc | 0.01% | 1,054,588 | $48,373,941 | $56,673,559 | +$8,299,618 | +17.16% | |
| Cetera Investment Advisers | 0.05% | 1,031,218 | $47,301,972 | $55,417,655 | +$8,115,683 | +17.16% | |
| Arbor Investment Advisors, Llc | 5.08% | 805,518 | $44,923,747 | $43,288,537 | -$1,635,210 | -3.64% | |
| Wells Fargo & Company/Mn | 0.01% | 931,078 | $42,708,525 | $50,036,132 | +$7,327,607 | +17.16% | |
| Stonebridge Financial Group, Llc | 3.23% | 762,863 | $42,544,875 | $40,996,258 | -$1,548,617 | -3.64% | |
| First Foundation Advisors | 1.40% | 758,912 | $34,811,310 | $40,783,931 | +$5,972,621 | +17.16% | |
| Royal Bank Of Canada | 0.01% | 703,464 | $32,268,000 | $37,804,155 | +$5,536,155 | +17.16% | |
| Wcg Wealth Advisors Llc | 0.82% | 640,455 | $29,377,599 | $34,418,052 | +$5,040,453 | +17.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 422,426 | $23,053,991 | $22,701,173 | -$352,818 | -1.53% | |
| Wealthspire Retirement, Llc | 1.03% | 373,690 | $17,141,151 | $20,082,101 | +$2,940,950 | +17.16% | |
| Invesco Ltd. | 0.00% | 359,428 | $16,486,963 | $19,315,661 | +$2,828,698 | +17.16% | |
| Johnson & White Wealth Management, Llc | 5.56% | 266,421 | $14,858,278 | $14,317,465 | -$540,813 | -3.64% | |
| Three Bridge Wealth Advisors, Llc | 3.65% | 261,632 | $14,591,216 | $14,060,104 | -$531,112 | -3.64% | |
| Baird Financial Group, Inc. | 0.02% | 294,623 | $13,514,357 | $15,833,040 | +$2,318,683 | +17.16% | |
| Sanctuary Advisors, Llc | 0.07% | 278,140 | $12,758,268 | $14,947,244 | +$2,188,976 | +17.16% | |
| Equitable Holdings, Inc. | 0.08% | 275,764 | $12,654,810 | $14,819,557 | +$2,164,747 | +17.11% | |
| Traction Financial Partners, Llc | 7.74% | 273,938 | $12,565,551 | $14,721,428 | +$2,155,877 | +17.16% | |
| Captrust Financial Advisors | 0.02% | 252,480 | $11,581,267 | $13,568,275 | +$1,987,008 | +17.16% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 251,726 | $11,546,672 | $13,527,755 | +$1,981,083 | +17.16% | |
| Ubs Group Ag | 0.00% | 243,465 | $11,167,739 | $13,083,809 | +$1,916,070 | +17.16% | |
| Alphacore Capital Llc | 0.26% | 239,286 | $10,976,027 | $12,859,230 | +$1,883,203 | +17.16% | |
| Mariner, Llc | 0.01% | 226,850 | $10,405,625 | $12,190,919 | +$1,785,294 | +17.16% | |
| Accredited Investors Inc. | 0.39% | 161,715 | $9,018,852 | $8,690,564 | -$328,288 | -3.64% | |
| Dynamic Advisor Solutions Llc | 0.26% | 161,405 | $9,001,551 | $8,673,905 | -$327,646 | -3.64% | |
| Arlington Financial Advisors, Llc | 1.09% | 153,664 | $8,569,845 | $8,257,903 | -$311,942 | -3.64% | |
| Regal Investment Advisors Llc | 0.46% | 174,947 | $8,024,808 | $9,401,652 | +$1,376,844 | +17.16% | |
| Verum Partners Llc | 1.16% | 137,069 | $7,644,350 | $7,366,088 | -$278,262 | -3.64% | |
| Aqr Capital Management Llc | 0.00% | 159,688 | $7,324,866 | $8,581,633 | +$1,256,767 | +17.16% | |
| Creative Planning | 0.00% | 157,276 | $7,214,268 | $8,452,012 | +$1,237,744 | +17.16% | |
| Ducere Wealth Management Llc | 2.11% | 126,030 | $7,028,686 | $6,772,852 | -$255,834 | -3.64% | |
| Bank Of New York Mellon Corp | 0.00% | 150,475 | $6,902,273 | $8,086,527 | +$1,184,254 | +17.16% | |
| Cornerstone Wealth Management, Llc | 0.29% | 122,475 | $6,830,418 | $6,581,807 | -$248,612 | -3.64% | |
| Albion Financial Group | 0.36% | 112,200 | $6,257,394 | $6,029,628 | -$227,766 | -3.64% | |
| Charles Schwab Trust Co | 0.34% | 109,278 | $6,094,434 | $5,872,600 | -$221,834 | -3.64% | |
| Perigon Wealth Management, Llc | 0.10% | 121,307 | $5,564,314 | $6,519,038 | +$954,724 | +17.16% | |
| Lebenthal Global Advisors, Llc | 0.75% | 99,550 | $5,551,884 | $5,349,817 | -$202,067 | -3.64% | |
| Cerity Partners Llc | 0.01% | 120,617 | $5,532,670 | $6,481,958 | +$949,288 | +17.16% | |
| Focus Partners Wealth | 0.01% | 115,498 | $5,297,891 | $6,206,863 | +$908,972 | +17.16% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 114,558 | $5,254,769 | $6,156,347 | +$901,578 | +17.16% | |
| Hightower Advisors, Llc | 0.01% | 112,388 | $5,155,335 | $6,039,731 | +$884,396 | +17.15% | |
| Sunrise Financial Services, Llc | 3.23% | 99,279 | $4,553,940 | $5,335,253 | +$781,313 | +17.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 80,040 | $4,463,835 | $4,301,350 | -$162,485 | -3.64% | |
| Wealthbridge Capital Management, Llc | 0.87% | 78,803 | $4,394,841 | $4,234,873 | -$159,968 | -3.64% | |
| Jones Financial Companies Lllp | 0.00% | 97,711 | $4,390,134 | $5,250,989 | +$860,855 | +19.61% | |
| Wealthspire Advisors, Llc | 0.03% | 95,248 | $4,369,018 | $5,118,628 | +$749,610 | +17.16% | |
| Crusonia Wealth Advisors Llc | 0.69% | 75,303 | $4,199,668 | $4,046,783 | -$152,885 | -3.64% |
Frequently asked questions about PRFZ
Who owns the most PRFZ stock?
The largest holders of PRFZ 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 1500 SM (PRFZ).
Is PRFZ widely held by superinvestors?
Many widely followed stocks like PRFZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PRFZ 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.