PXF Institutional Ownership & Shareholders
INVESCO FTSE RAFI DEVELOPED (PXF) is currently held by 243 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $718.82M, representing an estimated gain of +0.74% 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
243
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
46
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 | $718,824,318 | +$5,282,698 | +0.74% | |
| Invesco Ltd. | 0.03% | 5,796,563 | $438,452,025 | $441,698,101 | +$3,246,076 | +0.74% | |
| Morgan Stanley | 0.01% | 1,392,160 | $105,303,107 | $106,082,592 | +$779,485 | +0.74% | |
| Bank Of America Corp | 0.00% | 974,901 | $73,741,518 | $74,287,456 | +$545,938 | +0.74% | |
| Lpl Financial Llc | 0.02% | 951,359 | $71,960,756 | $72,493,556 | +$532,800 | +0.74% | |
| Bank Of New York Mellon Corp | 0.01% | 924,845 | $69,955,286 | $70,473,189 | +$517,903 | +0.74% | |
| Ubs Group Ag | 0.01% | 702,113 | $53,107,827 | $53,501,011 | +$393,184 | +0.74% | |
| Wells Fargo & Company/Mn | 0.01% | 687,127 | $51,974,278 | $52,359,077 | +$384,799 | +0.74% | |
| Sanctuary Advisors, Llc | 0.21% | 590,254 | $44,646,791 | $44,977,355 | +$330,564 | +0.74% | |
| Ameriprise Financial Inc | 0.01% | 441,718 | $33,324,714 | $33,658,912 | +$334,198 | +1.00% | |
| Johnson & White Wealth Management, Llc | 11.11% | 392,494 | $29,688,272 | $29,908,043 | +$219,771 | +0.74% | |
| First American Trust, Fsb | 1.72% | 378,090 | $28,598,732 | $28,810,458 | +$211,726 | +0.74% | |
| Corient Private Wealth Llc | 0.04% | 378,062 | $28,596,585 | $28,808,324 | +$211,739 | +0.74% | |
| Jpmorgan Chase & Co | 0.00% | 290,102 | $21,827,278 | $22,105,772 | +$278,494 | +1.28% | |
| Royal Bank Of Canada | 0.00% | 243,782 | $18,440,000 | $18,576,188 | +$136,188 | +0.74% | |
| Equitable Holdings, Inc. | 0.11% | 241,543 | $18,270,297 | $18,405,577 | +$135,280 | +0.74% | |
| Cetera Investment Advisers | 0.01% | 211,863 | $16,025,328 | $16,143,961 | +$118,633 | +0.74% | |
| Charles Schwab Trust Co | 0.91% | 207,519 | $15,819,173 | $15,812,948 | -$6,225 | -0.04% | |
| Maltin Wealth Management, Inc. | 4.73% | 188,561 | $14,374,026 | $14,368,348 | -$5,678 | -0.04% | |
| National Bank Of Canada | 0.01% | 190,060 | $14,359,033 | $14,482,572 | +$123,539 | +0.86% | |
| Arlington Financial Advisors, Llc | 1.79% | 186,514 | $14,217,925 | $14,212,367 | -$5,558 | -0.04% | |
| Victory Capital Management Inc | 0.01% | 177,551 | $13,429,958 | $13,529,386 | +$99,428 | +0.74% | |
| Captrust Financial Advisors | 0.02% | 144,507 | $10,930,496 | $11,011,433 | +$80,937 | +0.74% | |
| Cibc Bancorp Usa Inc. | 0.01% | 133,057 | $10,064,432 | $10,138,943 | +$74,511 | +0.74% | |
| Breakwater Capital Group | 1.18% | 130,622 | $9,957,350 | $9,953,396 | -$3,954 | -0.04% | |
| Rtd Financial Advisors, Inc. | 1.05% | 126,061 | $9,609,636 | $9,605,848 | -$3,788 | -0.04% | |
| Osaic Holdings, Inc. | 0.01% | 120,271 | $9,097,663 | $9,164,650 | +$66,987 | +0.74% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 125,379 | $8,763,992 | $9,553,880 | +$789,888 | +9.01% | |
| Creative Planning | 0.00% | 101,227 | $7,716,537 | $7,713,497 | -$3,040 | -0.04% | |
| Envestnet Asset Management Inc | 0.00% | 95,495 | $7,223,218 | $7,276,719 | +$53,501 | +0.74% | |
| Hrt Financial Lp | 0.01% | 92,199 | $6,973,000 | $7,025,564 | +$52,564 | +0.75% | |
| Retirement Planning Group, Llc | 0.17% | 89,665 | $6,835,167 | $6,832,473 | -$2,694 | -0.04% | |
| Cornerstone Wealth Management, Llc | 0.28% | 84,622 | $6,400,784 | $6,448,196 | +$47,412 | +0.74% | |
| Three Bridge Wealth Advisors, Llc | 1.50% | 79,227 | $5,992,719 | $6,037,097 | +$44,378 | +0.74% | |
| Alphacore Capital Llc | 0.11% | 77,294 | $5,846,543 | $5,889,803 | +$43,260 | +0.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 76,363 | $5,821,130 | $5,818,861 | -$2,269 | -0.04% | |
| Garden State Investment Advisory Services Llc | 1.14% | 76,892 | $5,816,138 | $5,859,170 | +$43,032 | +0.74% | |
| Mariner, Llc | 0.01% | 74,595 | $5,642,346 | $5,684,139 | +$41,793 | +0.74% | |
| Jones Financial Companies Lllp | 0.00% | 69,433 | $5,222,056 | $5,290,795 | +$68,739 | +1.32% | |
| Stifel Financial Corp | 0.00% | 67,457 | $5,102,577 | $5,140,223 | +$37,646 | +0.74% | |
| Waverly Advisors, Llc | 0.03% | 67,414 | $5,099,185 | $5,136,947 | +$37,762 | +0.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,701 | $5,043,227 | $5,082,616 | +$39,389 | +0.78% | |
| Archer Investment Corp | 0.96% | 66,433 | $5,024,963 | $5,062,195 | +$37,232 | +0.74% | |
| Verum Partners Llc | 0.80% | 64,750 | $4,935,857 | $4,933,950 | -$1,907 | -0.04% | |
| Glenmede Trust Co Na | 0.02% | 62,800 | $4,750,192 | $4,785,360 | +$35,168 | +0.74% | |
| Rothschild Investment Llc | 0.17% | 61,220 | $4,630,684 | $4,664,964 | +$34,280 | +0.74% | |
| Proficio Capital Partners Llc | 0.16% | 58,700 | $4,440,068 | $4,472,940 | +$32,872 | +0.74% | |
| Us Bancorp \De\ | 0.00% | 57,546 | $4,352,780 | $4,385,005 | +$32,225 | +0.74% | |
| Rockefeller Capital Management L.P. | 0.01% | 57,217 | $4,327,922 | $4,359,935 | +$32,013 | +0.74% | |
| Quantinno Capital Management Lp | 0.00% | 52,354 | $3,960,057 | $3,989,375 | +$29,318 | +0.74% |
Frequently asked questions about PXF
Who are the largest institutional holders of PXF?
The largest institutional holders of PXF reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Invesco Ltd., Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PXF position.
What is PXF institutional ownership?
This page tracks PXF positions reported by institutional investment managers through SEC Form 13F. INVESCO FTSE RAFI DEVELOPED (PXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PXF?
InsiderSet currently tracks 243 institutional managers reporting PXF 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 PXF shareholders.
How much PXF stock do institutions own?
Institutional investment managers disclosed approximately $2.20B in PXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PXF institutional ownership last updated?
The latest PXF 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 PXF 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 PXF position after the reporting date.
Are institutions buying or selling PXF?
Institutional buying and selling can be analyzed by comparing PXF positions across consecutive 13F reporting periods. InsiderSet's PXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PXF ownership changes.
How has PXF institutional ownership changed over time?
InsiderSet tracks PXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.