Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q1 2025 (March 31)283holders +2
23new positions
19sold out
2famous investors
$37.88avg. 13F price*
At the end of Q1 2025, 283 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 2 from Q4 2024. 23 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($793.5M), Bank of America Corp. ($97.1M) and Waverly Advisors, LLC ($46.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Inv Rafi US 1500 SM-Usd Inc.
- Filed as
- INVESCO EXCHANGE TRADED FD T (Q1 2025)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.2M |
| Exits | 19 | $27.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,998,113 shares bought and 1,472,173 shares sold, net +525,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| Charles Schwab Investment Management Inc. | 0.15% | Add +6.5% | 20,959,358 | $793.5M |
| Bank of America Corp. | 0.01% | Reduce -1.8% | 2,563,399 | $97.1M |
| Waverly Advisors, LLC | 0.57% | Reduce -6.9% | 1,230,237 | $46.6M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,111,281 | $42.1M |
| LPL Financial LLC | 0.02% | Reduce -12.6% | 1,083,891 | $41.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.2% | 1,021,350 | $38.7M |
| First Foundation Advisors | 1.56% | Reduce -8.3% | 1,013,774 | $38.4M |
| Arbor Investment Advisors, LLC | 4.58% | Add +2.5% | 884,992 | $33.5M |
| Royal Bank of Canada | 0.01% | Add +5.3% | 727,681 | $27.6M |
| Wells Fargo & Company | 0.01% | Reduce -9.2% | 699,544 | $26.5M |
| UBS Group AG | 0.01% | Reduce -0.1% | 675,763 | $25.6M |
| Stonebridge Financial Group, LLC | 2.70% | Add +6.9% | 670,623 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.9% | 525,359 | $19.9M |
| Avantax Advisory Services, Inc. | 0.12% | Add +23.3% | 505,921 | $19.2M |
| Invesco Ltd. | 0.00% | Add +11.9% | 499,514 | $18.9M |
| Cetera Investment Advisers | 0.03% | Add +0.9% | 431,612 | $16.3M |
| Wealthspire Retirement, LLC | 1.23% | Reduce -2.4% | 410,338 | $15.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.4% | 295,448 | $11.2M |
| Callan Capital, LLC | 0.76% | Reduce -2.1% | 271,234 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 253,774 | $9.6M |
| Mariner, LLC | 0.02% | Reduce -2.2% | 252,830 | $9.6M |
| Captrust Financial Advisors | 0.02% | Reduce -3.1% | 250,632 | $9.5M |
| Johnson & White Wealth Management, LLC | 4.88% | Add +4.5% | 229,594 | $8.7M |
| Equitable Holdings, Inc. | 0.08% | Add +12.9% | 217,513 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +9.9% | 209,521 | $7.9M |
| Accredited Investors Inc. | 0.46% | Reduce -3.2% | 194,861 | $7.4M |
| Three Bridge Wealth Advisors, LLC | 2.54% | Add +0.6% | 192,467 | $7.3M |
| Regal Investment Advisors LLC | 0.50% | Add +9.2% | 163,302 | $6.2M |
| Arlington Financial Advisors, LLC | 1.08% | Reduce -5.1% | 161,572 | $6.1M |
| WCG Wealth Advisors LLC | 0.46% | Reduce -14.7% | 160,351 | $6.1M |
| Focus Partners Wealth | 0.02% | Add +24.4% | 158,505 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.9% | 151,030 | $5.7M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -2.5% | 132,839 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +2.8% | 130,699 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.33% | Add +1.2% | 129,811 | $4.9M |
| Creative Planning | 0.00% | Add +16.2% | 124,664 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.7% | 123,143 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +6.1% | 116,937 | $4.4M |
| Albion Financial Group | 0.30% | No change | 112,200 | $4.2M |
| Traction Financial Partners, LLC | 3.05% | Reduce -3.3% | 103,007 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.9% | 97,538 | $3.7M |
| Legacy Private Trust Co. | 0.25% | Reduce -1.5% | 96,250 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.1% | 91,747 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 89,353 | $3.4M |
| WealthBridge Capital Management, LLC | 0.83% | Add +1.1% | 77,457 | $2.9M |
| Sound Stewardship, LLC | 1.64% | Reduce -0.1% | 75,963 | $2.9M |
| Verum Partners LLC | 0.76% | Add +207.8% | 74,597 | $2.8M |
| Charles Schwab Trust Co | 0.23% | Add +2.8% | 71,872 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 62,881 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +2.6% | 59,808 | $2.3M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -2.1% | 59,641 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 58,634 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -12.9% | 56,822 | $2.2M |
| Clarius Group, LLC | 0.13% | Reduce -2.8% | 53,453 | $2.0M |
| Eq Wealth Advisors, LLC | 1.44% | Reduce -0.4% | 47,681 | $1.8M |
| PFG Advisors | 0.09% | Add +2.3% | 43,204 | $1.6M |
| FMR LLC | 0.00% | Reduce -3.4% | 42,863 | $1.6M |
| Marquette Asset Management, LLC | 0.28% | Reduce -1.1% | 42,280 | $1.6M |
| Boston Standard Wealth Management, LLC | 0.35% | Reduce -2.5% | 41,251 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +12.5% | 40,870 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 38,423 | $1.5M |
| GSG Advisors LLC | 0.47% | Add +0.1% | 39,704 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +0.7% | 36,269 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 35,020 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 34,894 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | Add +2.0% | 35,553 | $1.3M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 33,492 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -19.4% | 32,087 | $1.2M |
| KWB Wealth | 0.15% | Reduce -12.7% | 28,949 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 31,748 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +80.5% | 31,052 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.6% | 30,492 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 27,789 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -79.1% | 27,636 | $1.0M |
| Whipplewood Advisors, LLC | 0.62% | Reduce -99.8% | 42 | $1.0M |
| Lion Street Advisors, LLC | 0.32% | Reduce -9.6% | 26,399 | $999K |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.0% | 26,128 | $989K |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 25,681 | $972K |
| D.A. Davidson & Co. | 0.01% | Add +13.4% | 25,391 | $961K |
| Shakespeare Wealth Management, LLC | 0.25% | Reduce -4.1% | 24,359 | $922K |
| Brighton Jones LLC | 0.03% | Reduce -3.5% | 24,291 | $920K |
| Institute for Wealth Management, LLC. | 0.11% | No change | 22,440 | $850K |
| OMNI 360 Wealth, Inc. | 0.56% | Add +0.0% | 21,886 | $829K |
| Jones Financial Companies LLLP | 0.00% | Add +78.2% | 21,560 | $818K |
| SFE Investment Counsel | 0.16% | New | 20,948 | $793K |
| Pacific Center for Financial Services | 0.21% | Add +0.1% | 20,589 | $780K |
| Parallel Advisors, LLC | 0.02% | No change | 20,578 | $779K |
| Corient Private Wealth LP | 0.00% | Add +13.6% | 20,338 | $770K |
| Smith Salley Wealth Management | 0.05% | No change | 20,070 | $760K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.8% | 18,814 | $712K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.0% | 18,402 | $697K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +19.2% | 17,900 | $678K |
| Ieq Capital, LLC | 0.01% | Add +16.8% | 17,799 | $674K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 17,975 | $661K |
| Waddell & Associates, LLC | 0.08% | Reduce -0.3% | 17,451 | $661K |
| Golden Bell Financial Planning LLC | 0.64% | Reduce -1.1% | 17,282 | $654K |
| Oxler Private Wealth LLC | 0.22% | Add +0.1% | 16,335 | $618K |
| MAI Capital Management | 0.00% | No change | 15,733 | $596K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.5% | 15,522 | $588K |
| Arax Advisory Partners | 0.04% | New | 14,750 | $558K |
"% 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.