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 $2.09B 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 $715.94M 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 $789.79M, representing an estimated gain of +10.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
$2.09B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$715.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.11% | 10,242,344 | $715,939,846 | $789,787,146 | +$73,847,300 | +10.31% | |
| Invesco Ltd. | 0.07% | 6,133,105 | $428,704,039 | $472,923,727 | +$44,219,688 | +10.31% | |
| Morgan Stanley | 0.01% | 1,360,246 | $95,081,337 | $104,888,569 | +$9,807,232 | +10.31% | |
| Bank Of America Corp | 0.00% | 963,927 | $67,378,520 | $74,328,411 | +$6,949,891 | +10.31% | |
| Bank Of New York Mellon Corp | 0.01% | 954,217 | $66,699,750 | $73,579,673 | +$6,879,923 | +10.31% | |
| Lpl Financial Llc | 0.02% | 883,311 | $61,743,449 | $68,112,111 | +$6,368,662 | +10.31% | |
| Ubs Group Ag | 0.01% | 677,998 | $47,392,060 | $52,280,426 | +$4,888,366 | +10.31% | |
| Wells Fargo & Company/Mn | 0.01% | 649,503 | $45,400,297 | $50,083,176 | +$4,682,879 | +10.31% | |
| Sanctuary Advisors, Llc | 0.22% | 579,402 | $40,500,223 | $44,677,688 | +$4,177,465 | +10.31% | |
| Corient Private Wealth Llc | 0.04% | 439,205 | $30,698,669 | $33,867,098 | +$3,168,429 | +10.32% | |
| Johnson & White Wealth Management, Llc | 11.11% | 392,494 | $29,688,272 | $30,265,212 | +$576,940 | +1.94% | |
| Charles Schwab Trust Co | 1.38% | 326,302 | $24,681,483 | $25,161,147 | +$479,664 | +1.94% | |
| First American Trust, Fsb | 1.57% | 334,207 | $23,361,129 | $25,770,702 | +$2,409,573 | +10.31% | |
| Victory Capital Management Inc | 0.01% | 321,362 | $22,463,204 | $24,780,224 | +$2,317,020 | +10.31% | |
| Equitable Holdings, Inc. | 0.14% | 323,646 | $21,213,377 | $24,956,343 | +$3,742,966 | +17.64% | |
| Royal Bank Of Canada | 0.00% | 216,926 | $15,163,000 | $16,727,164 | +$1,564,164 | +10.32% | |
| Arlington Financial Advisors, Llc | 1.85% | 192,286 | $14,544,476 | $14,827,173 | +$282,697 | +1.94% | |
| Cetera Investment Advisers | 0.01% | 200,829 | $14,037,955 | $15,485,924 | +$1,447,969 | +10.31% | |
| Maltin Wealth Management, Inc. | 4.60% | 181,827 | $13,753,375 | $14,020,680 | +$267,305 | +1.94% | |
| National Bank Of Canada | 0.01% | 192,934 | $13,449,429 | $14,877,141 | +$1,427,712 | +10.62% | |
| Ameriprise Financial Inc | 0.00% | 142,456 | $9,957,935 | $10,984,782 | +$1,026,847 | +10.31% | |
| Captrust Financial Advisors | 0.02% | 265,940 | $9,955,688 | $20,506,633 | +$10,550,945 | +105.98% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 141,552 | $9,894,434 | $10,915,075 | +$1,020,641 | +10.32% | |
| Rtd Financial Advisors, Inc. | 1.05% | 126,990 | $9,605,530 | $9,792,199 | +$186,669 | +1.94% | |
| Cibc Bancorp Usa Inc. | 0.01% | 133,057 | $9,300,684 | $10,260,025 | +$959,341 | +10.31% | |
| Breakwater Capital Group | 1.08% | 118,700 | $8,978,499 | $9,152,957 | +$174,458 | +1.94% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 125,379 | $8,763,992 | $9,667,975 | +$903,983 | +10.31% | |
| Osaic Holdings, Inc. | 0.01% | 113,022 | $7,900,376 | $8,715,126 | +$814,750 | +10.31% | |
| Independent Advisor Alliance | 0.08% | 105,422 | $7,369,006 | $8,129,090 | +$760,084 | +10.31% | |
| Commonwealth Equity Services, Llc | 0.01% | 90,300 | $6,830,317 | $6,963,033 | +$132,716 | +1.94% | |
| Cornerstone Wealth Management, Llc | 0.28% | 84,622 | $6,400,784 | $6,525,202 | +$124,418 | +1.94% | |
| Envestnet Asset Management Inc | 0.00% | 90,976 | $6,359,253 | $7,015,159 | +$655,906 | +10.31% | |
| Creative Planning | 0.00% | 88,222 | $6,166,709 | $6,802,798 | +$636,089 | +10.31% | |
| Retirement Planning Group, Llc | 0.19% | 87,083 | $6,087,104 | $6,714,970 | +$627,866 | +10.31% | |
| Hightower Advisors, Llc | 0.01% | 86,546 | $6,049,447 | $6,673,562 | +$624,115 | +10.32% | |
| Three Bridge Wealth Advisors, Llc | 1.50% | 79,227 | $5,992,719 | $6,109,194 | +$116,475 | +1.94% | |
| Alphacore Capital Llc | 0.13% | 81,285 | $5,681,856 | $6,267,886 | +$586,030 | +10.31% | |
| Stifel Financial Corp | 0.00% | 73,344 | $5,126,707 | $5,655,556 | +$528,849 | +10.32% | |
| Verum Partners Llc | 0.74% | 64,459 | $4,875,642 | $4,970,433 | +$94,791 | +1.94% | |
| Waverly Advisors, Llc | 0.04% | 67,287 | $4,703,327 | $5,188,501 | +$485,174 | +10.32% | |
| Garden State Investment Advisory Services Llc | 1.09% | 65,470 | $4,576,889 | $5,048,392 | +$471,503 | +10.30% | |
| Archer Investment Corp | 0.97% | 64,920 | $4,537,916 | $5,005,981 | +$468,065 | +10.31% | |
| Jones Financial Companies Lllp | 0.00% | 66,361 | $4,493,303 | $5,117,097 | +$623,794 | +13.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 58,572 | $4,455,602 | $4,516,487 | +$60,885 | +1.37% | |
| Mariner, Llc | 0.01% | 63,489 | $4,437,849 | $4,895,637 | +$457,788 | +10.32% | |
| Us Bancorp \De\ | 0.01% | 59,330 | $4,147,167 | $4,574,936 | +$427,769 | +10.31% | |
| Rockefeller Capital Management L.P. | 0.01% | 56,692 | $3,962,820 | $4,371,520 | +$408,700 | +10.31% | |
| Rothschild Investment Llc | 0.19% | 52,202 | $3,648,943 | $4,025,296 | +$376,353 | +10.31% | |
| Mai Capital Management | 0.02% | 50,518 | $3,531,186 | $3,895,443 | +$364,257 | +10.32% | |
| Kwb Wealth | 0.29% | 45,541 | $3,444,728 | $3,511,667 | +$66,939 | +1.94% |
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.