INVESCO FTSE RAFI DEVELOPED (PXF) Institutional Shareholders
INVESCO FTSE RAFI DEVELOPED (PXF) 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 $2.20B in PXF holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of PXF tracked by InsiderSet, reporting ownership valued at approximately $713.54M 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 $739.20M, representing an estimated gain of +3.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed PXF value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Invesco Ltd., Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO FTSE RAFI DEVELOPED (PXF).
This page ranks the largest institutional PXF 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
244
Total Reported Value
$2.20B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$713.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.09% | 9,433,390 | $713,541,620 | $739,200,440 | +$25,658,820 | +3.60% | |
| Invesco Ltd. | 0.03% | 5,796,563 | $438,452,025 | $454,218,677 | +$15,766,652 | +3.60% | |
| Morgan Stanley | 0.01% | 1,392,160 | $105,303,107 | $109,089,658 | +$3,786,551 | +3.60% | |
| Bank Of America Corp | 0.00% | 974,901 | $73,741,518 | $76,393,242 | +$2,651,724 | +3.60% | |
| Lpl Financial Llc | 0.02% | 951,359 | $71,960,756 | $74,548,491 | +$2,587,735 | +3.60% | |
| Bank Of New York Mellon Corp | 0.01% | 924,845 | $69,955,286 | $72,470,854 | +$2,515,568 | +3.60% | |
| Ubs Group Ag | 0.01% | 702,113 | $53,107,827 | $55,017,575 | +$1,909,748 | +3.60% | |
| Wells Fargo & Company/Mn | 0.01% | 687,127 | $51,974,278 | $53,843,272 | +$1,868,994 | +3.60% | |
| Sanctuary Advisors, Llc | 0.21% | 590,254 | $44,646,791 | $46,252,303 | +$1,605,512 | +3.60% | |
| Ameriprise Financial Inc | 0.01% | 441,718 | $33,324,714 | $34,613,022 | +$1,288,308 | +3.87% | |
| Johnson & White Wealth Management, Llc | 11.11% | 392,494 | $29,688,272 | $30,755,830 | +$1,067,558 | +3.60% | |
| First American Trust, Fsb | 1.72% | 378,090 | $28,598,732 | $29,627,132 | +$1,028,400 | +3.60% | |
| Corient Private Wealth Llc | 0.04% | 378,062 | $28,596,585 | $29,624,938 | +$1,028,353 | +3.60% | |
| Charles Schwab Trust Co | 1.38% | 326,302 | $24,681,483 | $25,569,025 | +$887,542 | +3.60% | |
| Jpmorgan Chase & Co | 0.00% | 290,102 | $21,827,278 | $22,732,393 | +$905,115 | +4.15% | |
| Royal Bank Of Canada | 0.00% | 243,782 | $18,440,000 | $19,102,758 | +$662,758 | +3.59% | |
| Equitable Holdings, Inc. | 0.11% | 241,543 | $18,270,297 | $18,927,309 | +$657,012 | +3.60% | |
| Cetera Investment Advisers | 0.01% | 211,863 | $16,025,328 | $16,601,585 | +$576,257 | +3.60% | |
| Arlington Financial Advisors, Llc | 1.85% | 192,286 | $14,544,476 | $15,067,531 | +$523,055 | +3.60% | |
| National Bank Of Canada | 0.01% | 190,060 | $14,359,033 | $14,893,102 | +$534,069 | +3.72% | |
| Maltin Wealth Management, Inc. | 4.60% | 181,827 | $13,753,375 | $14,247,964 | +$494,589 | +3.60% | |
| Victory Capital Management Inc | 0.01% | 177,551 | $13,429,958 | $13,912,896 | +$482,938 | +3.60% | |
| Captrust Financial Advisors | 0.02% | 144,507 | $10,930,496 | $11,323,569 | +$393,073 | +3.60% | |
| Cibc Bancorp Usa Inc. | 0.01% | 133,057 | $10,064,432 | $10,426,347 | +$361,915 | +3.60% | |
| Rtd Financial Advisors, Inc. | 1.05% | 126,990 | $9,605,530 | $9,950,936 | +$345,406 | +3.60% | |
| Osaic Holdings, Inc. | 0.01% | 120,271 | $9,097,663 | $9,424,436 | +$326,773 | +3.59% | |
| Breakwater Capital Group | 1.08% | 118,700 | $8,978,499 | $9,301,332 | +$322,833 | +3.60% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 125,379 | $8,763,992 | $9,824,698 | +$1,060,706 | +12.10% | |
| Envestnet Asset Management Inc | 0.00% | 95,495 | $7,223,218 | $7,482,988 | +$259,770 | +3.60% | |
| Hrt Financial Lp | 0.01% | 92,199 | $6,973,000 | $7,224,714 | +$251,714 | +3.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 90,300 | $6,830,317 | $7,075,908 | +$245,591 | +3.60% | |
| Retirement Planning Group, Llc | 0.17% | 88,860 | $6,721,351 | $6,963,070 | +$241,719 | +3.60% | |
| Cornerstone Wealth Management, Llc | 0.28% | 84,622 | $6,400,784 | $6,630,980 | +$230,196 | +3.60% | |
| Three Bridge Wealth Advisors, Llc | 1.50% | 79,227 | $5,992,719 | $6,208,228 | +$215,509 | +3.60% | |
| Alphacore Capital Llc | 0.11% | 77,294 | $5,846,543 | $6,056,758 | +$210,215 | +3.60% | |
| Garden State Investment Advisory Services Llc | 1.14% | 76,892 | $5,816,138 | $6,025,257 | +$209,119 | +3.60% | |
| Mariner, Llc | 0.01% | 74,595 | $5,642,346 | $5,845,264 | +$202,918 | +3.60% | |
| Jones Financial Companies Lllp | 0.00% | 69,433 | $5,222,056 | $5,440,770 | +$218,714 | +4.19% | |
| Stifel Financial Corp | 0.00% | 67,457 | $5,102,577 | $5,285,931 | +$183,354 | +3.59% | |
| Waverly Advisors, Llc | 0.03% | 67,414 | $5,099,185 | $5,282,561 | +$183,376 | +3.60% | |
| Archer Investment Corp | 0.96% | 66,433 | $5,024,963 | $5,205,690 | +$180,727 | +3.60% | |
| Verum Partners Llc | 0.74% | 64,459 | $4,875,642 | $5,051,007 | +$175,365 | +3.60% | |
| Glenmede Trust Co Na | 0.02% | 62,800 | $4,750,192 | $4,921,008 | +$170,816 | +3.60% | |
| Rothschild Investment Llc | 0.17% | 61,220 | $4,630,684 | $4,797,199 | +$166,515 | +3.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 58,572 | $4,455,602 | $4,589,702 | +$134,100 | +3.01% | |
| Proficio Capital Partners Llc | 0.16% | 58,700 | $4,440,068 | $4,599,732 | +$159,664 | +3.60% | |
| Us Bancorp \De\ | 0.00% | 57,546 | $4,352,780 | $4,509,305 | +$156,525 | +3.60% | |
| Rockefeller Capital Management L.P. | 0.01% | 57,217 | $4,327,922 | $4,483,524 | +$155,602 | +3.60% | |
| Quantinno Capital Management Lp | 0.00% | 52,354 | $3,960,057 | $4,102,459 | +$142,402 | +3.60% | |
| Mai Capital Management | 0.01% | 50,493 | $3,819,267 | $3,956,631 | +$137,364 | +3.60% |
Frequently asked questions about PXF
Who owns the most PXF stock?
The largest holders of PXF 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 DEVELOPED (PXF).
Is PXF widely held by superinvestors?
Many widely followed stocks like PXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PXF 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.