PRFZ Institutional Ownership & Shareholders
INVESCO FTSE RAFI US 1500 SM (PRFZ) is currently held by 346 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.31B 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 PRFZ tracked by InsiderSet, reporting ownership valued at approximately $157.79M 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 $150.24M, representing an estimated loss of -4.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
346
Total Reported Value
$1.31B
Largest Holder
Bank Of America Corp
Largest Position
$157.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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% | 2,829,358 | $157,793,322 | $150,238,910 | -$7,554,412 | -4.79% | |
| Lpl Financial Llc | 0.02% | 1,398,235 | $77,979,536 | $74,246,279 | -$3,733,258 | -4.79% | |
| Morgan Stanley | 0.00% | 1,300,997 | $72,556,652 | $69,082,941 | -$3,473,711 | -4.79% | |
| Waverly Advisors, Llc | 0.35% | 1,071,783 | $59,773,348 | $56,911,677 | -$2,861,671 | -4.79% | |
| Cetera Investment Advisers | 0.05% | 1,034,707 | $57,705,598 | $54,942,942 | -$2,762,656 | -4.79% | |
| Wells Fargo & Company/Mn | 0.01% | 1,031,039 | $57,501,051 | $54,748,171 | -$2,752,880 | -4.79% | |
| Raymond James Financial Inc | 0.02% | 1,010,685 | $56,365,914 | $53,667,374 | -$2,698,541 | -4.79% | |
| Arbor Investment Advisors, Llc | 4.98% | 834,775 | $43,683,764 | $44,326,553 | +$642,789 | +1.47% | |
| Royal Bank Of Canada | 0.01% | 767,863 | $42,824,000 | $40,773,525 | -$2,050,475 | -4.79% | |
| First Foundation Advisors | 1.48% | 739,179 | $41,224,019 | $39,250,405 | -$1,973,614 | -4.79% | |
| Wcg Wealth Advisors Llc | 0.84% | 634,759 | $35,400,431 | $33,705,703 | -$1,694,728 | -4.79% | |
| Stonebridge Financial Group, Llc | 2.55% | 661,168 | $34,598,910 | $35,108,021 | +$509,111 | +1.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 428,374 | $22,626,695 | $22,746,659 | +$119,964 | +0.53% | |
| Wealthspire Retirement, Llc | 1.09% | 355,967 | $19,852,257 | $18,901,848 | -$950,409 | -4.79% | |
| Sanctuary Advisors, Llc | 0.08% | 293,041 | $16,342,900 | $15,560,477 | -$782,423 | -4.79% | |
| Baird Financial Group, Inc. | 0.02% | 288,249 | $16,075,646 | $15,306,022 | -$769,624 | -4.79% | |
| Equitable Holdings, Inc. | 0.10% | 286,779 | $15,993,647 | $15,227,965 | -$765,682 | -4.79% | |
| Traction Financial Partners, Llc | 8.46% | 285,584 | $15,927,028 | $15,164,510 | -$762,518 | -4.79% | |
| Johnson & White Wealth Management, Llc | 5.56% | 266,421 | $14,858,278 | $14,146,955 | -$711,323 | -4.79% | |
| Three Bridge Wealth Advisors, Llc | 3.65% | 261,632 | $14,591,216 | $13,892,659 | -$698,557 | -4.79% | |
| Captrust Financial Advisors | 0.02% | 247,800 | $13,819,778 | $13,158,180 | -$661,598 | -4.79% | |
| Ubs Group Ag | 0.00% | 241,394 | $13,462,543 | $12,818,021 | -$644,522 | -4.79% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 241,085 | $13,445,310 | $12,801,614 | -$643,697 | -4.79% | |
| Alphacore Capital Llc | 0.24% | 234,261 | $13,064,740 | $12,439,259 | -$625,481 | -4.79% | |
| Aqr Capital Management Llc | 0.00% | 224,734 | $12,533,389 | $11,933,375 | -$600,014 | -4.79% | |
| Mariner, Llc | 0.01% | 223,907 | $12,487,310 | $11,889,462 | -$597,848 | -4.79% | |
| Ci Investments Inc. | 0.04% | 220,300 | $12,286,131 | $11,697,930 | -$588,201 | -4.79% | |
| Regal Investment Advisors Llc | 0.52% | 179,531 | $10,012,462 | $9,533,096 | -$479,366 | -4.79% | |
| Accredited Investors Inc. | 0.39% | 161,715 | $9,018,852 | $8,587,067 | -$431,786 | -4.79% | |
| Creative Planning | 0.00% | 170,419 | $8,918,025 | $9,049,249 | +$131,224 | +1.47% | |
| Dynamic Advisor Solutions Llc | 0.25% | 165,124 | $8,640,943 | $8,768,084 | +$127,141 | +1.47% | |
| Bank Of New York Mellon Corp | 0.00% | 153,219 | $8,545,000 | $8,135,929 | -$409,071 | -4.79% | |
| Jpmorgan Chase & Co | 0.00% | 154,161 | $8,515,860 | $8,185,949 | -$329,911 | -3.87% | |
| Arlington Financial Advisors, Llc | 0.97% | 147,739 | $7,731,185 | $7,844,941 | +$113,756 | +1.47% | |
| Ducere Wealth Management Llc | 2.11% | 126,030 | $7,028,686 | $6,692,193 | -$336,493 | -4.79% | |
| Cerity Partners Llc | 0.01% | 123,550 | $6,890,334 | $6,560,505 | -$329,829 | -4.79% | |
| Cornerstone Wealth Management, Llc | 0.29% | 122,475 | $6,830,418 | $6,503,423 | -$326,996 | -4.79% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 116,848 | $6,516,636 | $6,204,629 | -$312,007 | -4.79% | |
| Invesco Ltd. | 0.00% | 115,881 | $6,462,683 | $6,153,281 | -$309,402 | -4.79% | |
| Sunrise Financial Services, Llc | 3.50% | 120,599 | $6,310,949 | $6,403,807 | +$92,858 | +1.47% | |
| Perigon Wealth Management, Llc | 0.09% | 117,126 | $6,129,176 | $6,219,391 | +$90,215 | +1.47% | |
| Albion Financial Group | 0.33% | 112,200 | $5,871,426 | $5,957,820 | +$86,394 | +1.47% | |
| Ameriprise Financial Inc | 0.00% | 103,683 | $5,782,386 | $5,505,567 | -$276,819 | -4.79% | |
| Ep Wealth Advisors, Llc | 0.02% | 102,790 | $5,732,614 | $5,458,149 | -$274,465 | -4.79% | |
| Jones Financial Companies Lllp | 0.00% | 104,432 | $5,720,251 | $5,545,339 | -$174,912 | -3.06% | |
| Wealthspire Advisors, Llc | 0.03% | 95,879 | $5,347,178 | $5,091,175 | -$256,003 | -4.79% | |
| Focus Partners Wealth | 0.01% | 95,855 | $5,345,776 | $5,089,901 | -$255,876 | -4.79% | |
| Lebenthal Global Advisors, Llc | 0.70% | 99,470 | $5,205,259 | $5,281,857 | +$76,598 | +1.47% | |
| Quantinno Capital Management Lp | 0.01% | 92,421 | $5,154,320 | $4,907,555 | -$246,765 | -4.79% | |
| Verum Partners Llc | 0.83% | 97,442 | $5,099,135 | $5,174,170 | +$75,035 | +1.47% |
Frequently asked questions about PRFZ
Who are the largest institutional holders of PRFZ?
The largest institutional holders of PRFZ reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, Waverly Advisors, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported PRFZ position.
What is PRFZ institutional ownership?
This page tracks PRFZ positions reported by institutional investment managers through SEC Form 13F. INVESCO FTSE RAFI US 1500 SM (PRFZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRFZ?
InsiderSet currently tracks 346 institutional managers reporting PRFZ 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 PRFZ shareholders.
How much PRFZ stock do institutions own?
Institutional investment managers disclosed approximately $1.31B in PRFZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRFZ institutional ownership last updated?
The latest PRFZ 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 PRFZ 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 PRFZ position after the reporting date.
Are institutions buying or selling PRFZ?
Institutional buying and selling can be analyzed by comparing PRFZ positions across consecutive 13F reporting periods. InsiderSet's PRFZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRFZ ownership changes.
How has PRFZ institutional ownership changed over time?
InsiderSet tracks PRFZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.