INVESCO FTSE RAFI US 1000 ET (PRF) Institutional Shareholders

INVESCO FTSE RAFI US 1000 ET (PRF) 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 $5.47B in PRF holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of PRF tracked by InsiderSet, reporting ownership valued at approximately $589.63M 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 $612.87M, representing an estimated gain of +3.94% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed PRF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ameriprise Financial Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INVESCO FTSE RAFI US 1000 ET (PRF).

This page ranks the largest institutional PRF 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

578

Total Reported Value

$5.47B

Largest Holder

Bank Of America Corp

Largest Position

$589.63M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.04%10,913,014$589,630,163$612,874,866+$23,244,703+3.94%
Ameriprise Financial Inc0.09%7,906,162$428,784,971$444,010,058+$15,225,087+3.55%
Envestnet Asset Management Inc0.06%4,787,226$258,628,262$268,850,612+$10,222,350+3.95%
Pnc Financial Services Group, Inc.0.14%4,700,130$253,948,014$263,959,301+$10,011,287+3.94%
Waverly Advisors, Llc1.12%3,577,537$193,294,349$200,914,478+$7,620,129+3.94%
Mariner, Llc0.17%3,028,669$163,639,000$170,090,051+$6,451,051+3.94%
Lpl Financial Llc0.04%2,999,878$162,083,404$168,473,148+$6,389,744+3.94%
Commonwealth Equity Services, Llc0.18%2,717,237$146,812,314$152,600,030+$5,787,716+3.94%
Wells Fargo & Company/Mn0.02%2,244,137$121,250,720$126,030,734+$4,780,014+3.94%
D.A. Davidson & Co.0.65%2,175,841$117,560,739$122,195,231+$4,634,492+3.94%
Morgan Stanley0.01%2,130,186$115,094,033$119,631,246+$4,537,213+3.94%
Arbor Investment Advisors, Llc12.56%2,054,047$110,980,148$115,355,280+$4,375,132+3.94%
Linscomb Wealth, Inc.4.52%1,930,191$104,288,233$108,399,527+$4,111,294+3.94%
Ci Investments Inc.0.28%1,594,635$86,158,129$89,554,702+$3,396,573+3.94%
Focus Partners Wealth0.09%1,590,833$85,952,754$89,341,181+$3,388,427+3.94%
Berman Mcaleer Llc9.75%1,558,975$84,231,422$87,552,036+$3,320,614+3.94%
Raymond James Financial Inc0.02%1,539,147$83,160,113$86,438,496+$3,278,383+3.94%
Invesco Ltd.0.01%1,481,520$80,046,526$83,202,163+$3,155,637+3.94%
Pinnacle Financial Partners, Inc.0.47%1,283,319$69,337,773$72,071,195+$2,733,422+3.94%
Royal Bank Of Canada0.01%1,231,992$66,564,000$69,188,671+$2,624,671+3.94%
Larson Financial Group Llc1.60%1,123,915$60,725,146$63,119,066+$2,393,920+3.94%
Rfg Advisory, Llc0.93%1,100,004$59,433,219$61,776,225+$2,343,006+3.94%
Cetera Investment Advisers0.05%971,329$52,480,919$54,549,837+$2,068,918+3.94%
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.5.79%910,610$49,200,264$51,139,858+$1,939,594+3.94%
Wealth Enhancement Advisory Services, Llc0.08%882,845$48,097,383$49,580,575+$1,483,192+3.08%
Garrett Wealth Advisory Group, Llc6.69%805,225$43,506,325$45,221,436+$1,715,111+3.94%
Ubs Group Ag0.01%780,830$42,188,245$43,851,413+$1,663,168+3.94%
Alphacore Capital Llc0.76%767,465$41,466,142$43,100,834+$1,634,692+3.94%
Grimes & Co Wealth Management, Llc0.87%745,956$40,304,008$41,892,889+$1,588,881+3.94%
Osaic Holdings, Inc.0.05%715,210$38,643,334$40,166,194+$1,522,860+3.94%
Equitable Holdings, Inc.0.22%668,640$36,126,612$37,550,822+$1,424,210+3.94%
Pinnacle Financial Group, Llc / Il8.77%665,074$35,933,951$37,350,556+$1,416,605+3.94%
Rothschild Investment Llc1.33%656,475$35,469,358$36,867,636+$1,398,278+3.94%
Wcg Wealth Advisors Llc0.80%622,011$33,607,251$34,932,138+$1,324,887+3.94%
Klingman & Associates, Llc1.41%614,153$33,182,710$34,490,832+$1,308,122+3.94%
Hightower Advisors, Llc0.03%605,721$32,727,117$34,017,291+$1,290,174+3.94%
Charter Capital Management, Llc\De14.46%604,491$32,660,636$33,948,215+$1,287,579+3.94%
Jpmorgan Chase & Co0.00%601,650$32,495,161$33,788,664+$1,293,503+3.98%
Charles Schwab Trust Co1.74%577,465$31,200,434$32,430,434+$1,230,000+3.94%
Saxon Interests, Inc.8.59%575,363$31,086,868$32,312,386+$1,225,518+3.94%
Boulder Wealth Advisors, Llc11.13%565,247$30,540,295$31,744,272+$1,203,977+3.94%
Truist Financial Corp0.04%549,418$29,685,068$30,855,315+$1,170,247+3.94%
Boyum Wealth Architects Llc11.61%535,648$29,171,402$30,081,992+$910,590+3.12%
National Bank Of Canada0.02%526,029$28,410,826$29,541,789+$1,130,963+3.98%
Aqr Capital Management Llc0.01%524,792$28,354,495$29,472,319+$1,117,824+3.94%
Wharton Business Group, Llc0.89%495,030$26,746,471$27,800,885+$1,054,414+3.94%
Forvis Mazars Wealth Advisors, Llc0.43%474,260$25,624,278$26,634,442+$1,010,164+3.94%
Pathstone Holdings, Llc0.10%534,205$25,390,764$30,000,953+$4,610,189+18.16%
Breakwater Capital Group2.89%446,062$24,100,741$25,050,842+$950,101+3.94%
Pettinga Financial Advisors Llc3.72%429,194$23,189,378$24,103,535+$914,157+3.94%

Frequently asked questions about PRF

  • Who owns the most PRF stock?

    The largest holders of PRF 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 1000 ET (PRF).

  • Is PRF widely held by superinvestors?

    Many widely followed stocks like PRF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PRF 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.