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 $1.32B 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 $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 $149.96M, representing an estimated loss of -4.97% 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
354
Total Reported Value
$1.32B
Largest Holder
Bank Of America Corp
Largest Position
$157.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $149,955,974 | -$7,837,348 | -4.97% | |
| Lpl Financial Llc | 0.02% | 1,398,235 | $77,979,536 | $74,106,455 | -$3,873,081 | -4.97% | |
| Morgan Stanley | 0.00% | 1,300,997 | $72,556,652 | $68,952,841 | -$3,603,811 | -4.97% | |
| Waverly Advisors, Llc | 0.35% | 1,071,783 | $59,773,348 | $56,804,499 | -$2,968,849 | -4.97% | |
| Cetera Investment Advisers | 0.05% | 1,034,707 | $57,705,598 | $54,839,471 | -$2,866,127 | -4.97% | |
| Wells Fargo & Company/Mn | 0.01% | 1,031,039 | $57,501,051 | $54,645,067 | -$2,855,984 | -4.97% | |
| Raymond James Financial Inc | 0.02% | 1,010,685 | $56,365,914 | $53,566,305 | -$2,799,609 | -4.97% | |
| Arbor Investment Advisors, Llc | 5.08% | 805,518 | $44,923,747 | $42,692,454 | -$2,231,293 | -4.97% | |
| Royal Bank Of Canada | 0.01% | 767,863 | $42,824,000 | $40,696,739 | -$2,127,261 | -4.97% | |
| Stonebridge Financial Group, Llc | 3.23% | 762,863 | $42,544,875 | $40,431,739 | -$2,113,136 | -4.97% | |
| First Foundation Advisors | 1.48% | 739,179 | $41,224,019 | $39,176,487 | -$2,047,532 | -4.97% | |
| Wcg Wealth Advisors Llc | 0.84% | 634,759 | $35,400,431 | $33,642,227 | -$1,758,204 | -4.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 422,426 | $23,053,991 | $22,388,578 | -$665,413 | -2.89% | |
| Wealthspire Retirement, Llc | 1.09% | 355,967 | $19,852,257 | $18,866,251 | -$986,006 | -4.97% | |
| Sanctuary Advisors, Llc | 0.08% | 293,041 | $16,342,900 | $15,531,173 | -$811,727 | -4.97% | |
| Baird Financial Group, Inc. | 0.02% | 288,249 | $16,075,646 | $15,277,197 | -$798,449 | -4.97% | |
| Equitable Holdings, Inc. | 0.10% | 286,779 | $15,993,647 | $15,199,287 | -$794,360 | -4.97% | |
| Traction Financial Partners, Llc | 8.46% | 285,584 | $15,927,028 | $15,135,952 | -$791,076 | -4.97% | |
| Johnson & White Wealth Management, Llc | 5.56% | 266,421 | $14,858,278 | $14,120,313 | -$737,965 | -4.97% | |
| Three Bridge Wealth Advisors, Llc | 3.65% | 261,632 | $14,591,216 | $13,866,496 | -$724,720 | -4.97% | |
| Captrust Financial Advisors | 0.02% | 247,800 | $13,819,778 | $13,133,400 | -$686,378 | -4.97% | |
| Ubs Group Ag | 0.00% | 241,394 | $13,462,543 | $12,793,882 | -$668,661 | -4.97% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 241,085 | $13,445,310 | $12,777,505 | -$667,805 | -4.97% | |
| Alphacore Capital Llc | 0.24% | 234,261 | $13,064,740 | $12,415,833 | -$648,907 | -4.97% | |
| Aqr Capital Management Llc | 0.00% | 224,734 | $12,533,389 | $11,910,902 | -$622,487 | -4.97% | |
| Mariner, Llc | 0.01% | 223,907 | $12,487,310 | $11,867,071 | -$620,239 | -4.97% | |
| Ci Investments Inc. | 0.04% | 220,300 | $12,286,131 | $11,675,900 | -$610,231 | -4.97% | |
| Regal Investment Advisors Llc | 0.52% | 179,531 | $10,012,462 | $9,515,143 | -$497,319 | -4.97% | |
| Accredited Investors Inc. | 0.39% | 161,715 | $9,018,852 | $8,570,895 | -$447,957 | -4.97% | |
| Dynamic Advisor Solutions Llc | 0.26% | 161,405 | $9,001,551 | $8,554,465 | -$447,086 | -4.97% | |
| Arlington Financial Advisors, Llc | 1.09% | 153,664 | $8,569,845 | $8,144,192 | -$425,653 | -4.97% | |
| Bank Of New York Mellon Corp | 0.00% | 153,219 | $8,545,000 | $8,120,607 | -$424,393 | -4.97% | |
| Jpmorgan Chase & Co | 0.00% | 154,161 | $8,515,860 | $8,170,533 | -$345,327 | -4.06% | |
| Verum Partners Llc | 1.16% | 137,069 | $7,644,350 | $7,264,657 | -$379,693 | -4.97% | |
| Ducere Wealth Management Llc | 2.11% | 126,030 | $7,028,686 | $6,679,590 | -$349,096 | -4.97% | |
| Cerity Partners Llc | 0.01% | 123,550 | $6,890,334 | $6,548,150 | -$342,184 | -4.97% | |
| Cornerstone Wealth Management, Llc | 0.29% | 122,475 | $6,830,418 | $6,491,175 | -$339,243 | -4.97% | |
| Perigon Wealth Management, Llc | 0.10% | 117,056 | $6,528,216 | $6,203,968 | -$324,248 | -4.97% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 116,848 | $6,516,636 | $6,192,944 | -$323,692 | -4.97% | |
| Invesco Ltd. | 0.00% | 115,881 | $6,462,683 | $6,141,693 | -$320,990 | -4.97% | |
| Albion Financial Group | 0.36% | 112,200 | $6,257,394 | $5,946,600 | -$310,794 | -4.97% | |
| Charles Schwab Trust Co | 0.34% | 109,278 | $6,094,434 | $5,791,734 | -$302,700 | -4.97% | |
| Sunrise Financial Services, Llc | 3.58% | 107,920 | $6,018,682 | $5,719,760 | -$298,922 | -4.97% | |
| Ameriprise Financial Inc | 0.00% | 103,683 | $5,782,386 | $5,495,199 | -$287,187 | -4.97% | |
| Ep Wealth Advisors, Llc | 0.02% | 102,790 | $5,732,614 | $5,447,870 | -$284,744 | -4.97% | |
| Jones Financial Companies Lllp | 0.00% | 104,432 | $5,720,251 | $5,534,896 | -$185,355 | -3.24% | |
| Lebenthal Global Advisors, Llc | 0.75% | 99,550 | $5,551,884 | $5,276,150 | -$275,734 | -4.97% | |
| Wealthspire Advisors, Llc | 0.03% | 95,879 | $5,347,178 | $5,081,587 | -$265,591 | -4.97% | |
| Focus Partners Wealth | 0.01% | 95,855 | $5,345,776 | $5,080,315 | -$265,461 | -4.97% | |
| Quantinno Capital Management Lp | 0.01% | 92,421 | $5,154,320 | $4,898,313 | -$256,007 | -4.97% |
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.