Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q2 2026 (June 30)361holders +41
50new positions
9sold out
2famous investors
$55.73avg. 13F price*
At the end of Q2 2026, 361 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 41 from Q1 2026. 50 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($157.8M), LPL Financial LLC ($78.0M) and Morgan Stanley ($72.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Inv Rafi US 1500 SM-Usd Inc.
- Filed as
- INVESCO EXCHANGE TRADED FD T (Q2 2026)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $31.8M |
| Exits | 9 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,336,762 shares bought and 737,968 shares sold, net +598,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| Bank of America Corp. | 0.01% | Reduce -1.0% | 2,829,358 | $157.8M |
| LPL Financial LLC | 0.02% | Add +1.4% | 1,398,235 | $78.0M |
| Morgan Stanley | 0.00% | Add +9.2% | 1,300,997 | $72.6M |
| Waverly Advisors, LLC | 0.35% | Reduce -3.4% | 1,071,783 | $59.8M |
| Cetera Investment Advisers | 0.05% | Add +0.3% | 1,034,707 | $57.7M |
| Wells Fargo & Company | 0.01% | Add +10.7% | 1,031,039 | $57.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.2% | 1,010,685 | $56.4M |
| Arbor Investment Advisors, LLC | 5.08% | Add +0.2% | 805,518 | $44.9M |
| Royal Bank of Canada | 0.01% | Add +9.2% | 767,863 | $42.8M |
| Stonebridge Financial Group, LLC | 3.23% | Reduce -0.1% | 762,863 | $42.5M |
| First Foundation Advisors | 1.48% | Reduce -2.6% | 739,179 | $41.2M |
| WCG Wealth Advisors LLC | 0.84% | Reduce -0.9% | 634,759 | $35.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.5% | 422,426 | $23.1M |
| Wealthspire Retirement, LLC | 1.09% | Reduce -4.7% | 355,967 | $19.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.4% | 293,041 | $16.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.2% | 288,249 | $16.1M |
| Equitable Holdings, Inc. | 0.10% | Add +4.0% | 286,779 | $16.0M |
| Traction Financial Partners, LLC | 8.46% | Add +4.3% | 285,584 | $15.9M |
| Johnson & White Wealth Management, LLC | 5.56% | Add +0.8% | 266,421 | $14.9M |
| Three Bridge Wealth Advisors, LLC | 3.65% | Reduce -2.1% | 261,632 | $14.6M |
| Captrust Financial Advisors | 0.02% | Reduce -1.9% | 247,800 | $13.8M |
| UBS Group AG | 0.00% | Reduce -0.8% | 241,394 | $13.5M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -4.2% | 241,085 | $13.4M |
| AlphaCore Capital LLC | 0.24% | Reduce -2.1% | 234,261 | $13.1M |
| AQR Capital Management | 0.00% | Add +40.7% | 224,734 | $12.5M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 223,907 | $12.5M |
| CI Investments Inc. | 0.04% | New | 220,300 | $12.3M |
| Regal Investment Advisors LLC | 0.52% | Add +2.6% | 179,531 | $10.0M |
| Creative Planning | 0.01% | Add +3.7% | 163,037 | $9.1M |
| Accredited Investors Inc. | 0.39% | Reduce -4.2% | 161,715 | $9.0M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +9.4% | 161,405 | $9.0M |
| Arlington Financial Advisors, LLC | 1.09% | Reduce -1.7% | 153,664 | $8.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 153,219 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.8% | 154,161 | $8.5M |
| Verum Partners LLC | 1.16% | Reduce -4.2% | 137,069 | $7.6M |
| Ducere Wealth Management LLC | 2.11% | Reduce -7.5% | 126,030 | $7.0M |
| Cerity Partners LLC | 0.01% | Add +2.4% | 123,550 | $6.9M |
| Cornerstone Wealth Management, LLC | 0.29% | Reduce -1.0% | 122,475 | $6.8M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -3.5% | 117,056 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.0% | 116,848 | $6.5M |
| Invesco Ltd. | 0.00% | Reduce -67.8% | 115,881 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.5% | 115,153 | $6.4M |
| Albion Financial Group | 0.36% | No change | 112,200 | $6.3M |
| Charles Schwab Trust Co | 0.34% | Reduce -5.8% | 109,278 | $6.1M |
| Sunrise Financial Services, LLC | 3.58% | Add +8.7% | 107,920 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +31.4% | 103,683 | $5.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +723.8% | 102,790 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +6.9% | 104,432 | $5.7M |
| Lebenthal Global Advisors, LLC | 0.75% | New | 99,550 | $5.6M |
| Wealthspire Advisors, LLC | 0.03% | Add +0.7% | 95,879 | $5.3M |
| Focus Partners Wealth | 0.01% | Reduce -17.0% | 95,855 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Add +77.0% | 92,421 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 88,622 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 80,040 | $4.5M |
| WealthBridge Capital Management, LLC | 0.87% | Add +2.5% | 78,803 | $4.4M |
| Crusonia Wealth Advisors LLC | 0.69% | Reduce -2.3% | 75,303 | $4.2M |
| Sound Stewardship, LLC | 1.73% | Reduce -0.5% | 75,200 | $4.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.9% | 63,128 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +9.7% | 59,764 | $3.3M |
| Breakwater Capital Group | 0.39% | Add +0.9% | 58,931 | $3.3M |
| FMR LLC | 0.00% | Add +4.4% | 58,058 | $3.2M |
| JFS Wealth Advisors, LLC | 0.15% | Add +3.6% | 55,566 | $3.1M |
| Modern Wealth Management, LLC | 0.04% | No change | 53,047 | $3.0M |
| Legacy Private Trust Co. | 0.16% | Reduce -2.5% | 52,381 | $2.9M |
| Diversify Advisory Services, LLC | 0.05% | New | 50,268 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -0.3% | 50,268 | $2.7M |
| Integrity Alliance, Llc. | 0.08% | Add +5.0% | 46,443 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.2% | 46,319 | $2.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -6.5% | 44,019 | $2.5M |
| Boston Standard Wealth Management, LLC | 0.34% | Add +2.2% | 42,387 | $2.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -48.6% | 42,267 | $2.4M |
| Eq Wealth Advisors, LLC | 1.28% | Reduce -7.9% | 41,686 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +0.0% | 40,770 | $2.3M |
| GSG Advisors LLC | 0.49% | Add +0.1% | 39,906 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +0.6% | 39,784 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Add +17.3% | 38,758 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.7% | 34,991 | $2.0M |
| Citadel Advisors | 0.00% | New | 34,231 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +4.5% | 33,847 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -2.3% | 32,439 | $1.8M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -4.5% | 32,144 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +148.3% | 31,903 | $1.8M |
| Evercore Wealth Management, LLC | 0.02% | No change | 31,160 | $1.7M |
| Resonant Capital Advisors, LLC | 0.08% | No change | 30,390 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 29,362 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 27,354 | $1.5M |
| KWB Wealth | 0.13% | Add +0.7% | 27,177 | $1.5M |
| Whipplewood Advisors, LLC | 0.99% | Reduce -6.4% | 26,292 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.5% | 26,164 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +4.7% | 26,095 | $1.5M |
| Brighton Jones LLC | 0.03% | Reduce -1.2% | 24,248 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -67.0% | 24,155 | $1.3M |
| New England Private Wealth Advisors LLC | 0.13% | Add +0.0% | 25,080 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +5.6% | 24,030 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.34% | No change | 23,098 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.9% | 22,908 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.1% | 22,558 | $1.3M |
| Institute for Wealth Management, LLC. | 0.11% | No change | 21,970 | $1.2M |
| Fidelis Capital Partners, LLC | 0.07% | Add +18.8% | 21,920 | $1.2M |
| Citigroup Inc. | 0.00% | Add +8.8% | 21,864 | $1.2M |
"% of holder's portfolio" is PRFZ's weight in each manager's 13F, not the share of Inv Rafi US 1500 SM-Usd Inc. the manager owns.