Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q2 2025 (June 30)284holders +1
23new positions
21sold out
2famous investors
$40.71avg. 13F price*
At the end of Q2 2025, 284 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 1 from Q1 2025. 23 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($101.7M), Waverly Advisors, LLC ($48.3M) and LPL Financial LLC ($47.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Inv Rafi US 1500 SM-Usd Inc.
- Filed as
- INVESCO EXCHANGE TRADED FD T (Q2 2025)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $9.5M |
| Exits | 21 | $796.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,249,299 shares bought and 21,979,802 shares sold, net −20,730,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Bank of America Corp. | 0.01% | Reduce -2.5% | 2,500,637 | $101.7M |
| Waverly Advisors, LLC | 0.53% | Reduce -3.4% | 1,188,631 | $48.3M |
| LPL Financial LLC | 0.02% | Add +6.9% | 1,158,308 | $47.1M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 1,101,055 | $44.8M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 1,034,412 | $42.1M |
| First Foundation Advisors | 1.40% | Reduce -8.2% | 930,275 | $37.8M |
| Arbor Investment Advisors, LLC | 4.68% | Add +1.6% | 898,927 | $36.6M |
| Royal Bank of Canada | 0.01% | Add +15.4% | 839,499 | $34.1M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 686,976 | $27.9M |
| Stonebridge Financial Group, LLC | 2.70% | Add +1.8% | 682,516 | $27.8M |
| Avantax Advisory Services, Inc. | 0.12% | Add +7.5% | 543,852 | $22.1M |
| UBS Group AG | 0.00% | Reduce -25.1% | 505,997 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -10.2% | 471,556 | $19.8M |
| Cetera Investment Advisers | 0.03% | Reduce -1.8% | 423,918 | $17.2M |
| Wealthspire Retirement, LLC | 1.04% | Reduce -5.5% | 387,655 | $15.8M |
| Invesco Ltd. | 0.00% | Reduce -29.3% | 353,348 | $14.4M |
| Baird Financial Group, Inc. | 0.02% | Add +0.6% | 297,148 | $12.1M |
| AlphaCore Capital LLC | 0.41% | Add +3737.0% | 265,330 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 258,427 | $10.5M |
| Captrust Financial Advisors | 0.02% | Add +1.7% | 254,886 | $10.4M |
| WCG Wealth Advisors LLC | 0.67% | Add +58.8% | 254,551 | $10.4M |
| Three Bridge Wealth Advisors, LLC | 2.64% | Add +28.1% | 246,465 | $10.0M |
| Mariner, LLC | 0.01% | Reduce -6.0% | 237,659 | $9.7M |
| Johnson & White Wealth Management, LLC | 4.75% | Add +1.0% | 231,883 | $9.4M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +4.0% | 217,953 | $8.9M |
| Accredited Investors Inc. | 0.46% | Reduce -1.1% | 192,735 | $7.8M |
| Regal Investment Advisors LLC | 0.51% | Add +2.7% | 167,645 | $6.8M |
| Arlington Financial Advisors, LLC | 1.10% | Add +1.9% | 164,608 | $6.7M |
| Verum Partners LLC | 1.37% | Add +96.2% | 146,392 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.7% | 145,443 | $5.9M |
| Equitable Holdings, Inc. | 0.05% | Reduce -33.6% | 144,416 | $5.9M |
| Cornerstone Wealth Management, LLC | 0.33% | Add +1.6% | 131,922 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +0.9% | 131,896 | $5.4M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -5.5% | 125,549 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.9% | 125,512 | $5.1M |
| Creative Planning | 0.00% | Reduce -0.2% | 124,433 | $5.1M |
| Charles Schwab Trust Co | 0.37% | Add +67.0% | 120,064 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.7% | 114,992 | $4.7M |
| Albion Financial Group | 0.30% | No change | 112,200 | $4.6M |
| Traction Financial Partners, LLC | 2.86% | Add +0.6% | 103,613 | $4.2M |
| Focus Partners Wealth | 0.01% | Reduce -37.6% | 98,954 | $4.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -2.4% | 95,248 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 94,787 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 86,849 | $3.5M |
| Legacy Private Trust Co. | 0.22% | Reduce -12.7% | 84,002 | $3.4M |
| Sound Stewardship, LLC | 1.64% | Add +2.8% | 78,085 | $3.2M |
| WealthBridge Capital Management, LLC | 0.75% | Reduce -5.5% | 73,199 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.1% | 59,734 | $2.5M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -4.0% | 57,268 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -5.6% | 53,661 | $2.2M |
| Modern Wealth Management, LLC | 0.05% | New | 53,092 | $2.2M |
| Breakwater Capital Group | 0.34% | New | 51,579 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.6% | 48,694 | $2.0M |
| Clarius Group, LLC | 0.11% | Reduce -9.4% | 48,438 | $2.0M |
| PFG Advisors | 0.09% | Add +11.9% | 48,364 | $2.0M |
| Eq Wealth Advisors, LLC | 1.32% | Reduce -0.2% | 47,589 | $1.9M |
| Boston Standard Wealth Management, LLC | 0.33% | Add +8.2% | 44,623 | $1.8M |
| Diversify Advisory Services, LLC | 0.07% | Add +15.8% | 41,166 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +2.5% | 41,892 | $1.7M |
| FMR LLC | 0.00% | Reduce -1.9% | 42,038 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.4% | 41,255 | $1.7M |
| GSG Advisors LLC | 0.47% | Add +0.1% | 39,749 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +26.9% | 39,395 | $1.6M |
| Bell Investment Advisors, Inc | 0.25% | Add +370.6% | 35,954 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 35,020 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -4.8% | 34,517 | $1.4M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 33,492 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 31,978 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 31,584 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +282.5% | 31,557 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +45.9% | 31,461 | $1.3M |
| Lion Street Advisors, LLC | 0.39% | Add +19.0% | 31,426 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -4.8% | 30,546 | $1.2M |
| Whipplewood Advisors, LLC | 0.67% | Add +71242.9% | 29,964 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -16.5% | 29,138 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.0% | 27,797 | $1.1M |
| M Holdings Securities, Inc. | 0.19% | New | 27,390 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -6.1% | 25,941 | $1.1M |
| New England Private Wealth Advisors LLC | 0.15% | Reduce -4.2% | 25,043 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +6.3% | 25,811 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -0.4% | 25,567 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.7% | 25,213 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.9% | 24,115 | $981K |
| Shakespeare Wealth Management, LLC | 0.26% | Reduce -1.5% | 23,983 | $975K |
| Integrated Advisors Network LLC | 0.04% | Add +299.0% | 22,770 | $926K |
| KWB Wealth | 0.11% | Reduce -16.3% | 24,229 | $917K |
| Institute for Wealth Management, LLC. | 0.10% | No change | 22,440 | $913K |
| Marquette Asset Management, LLC | 0.15% | Reduce -47.3% | 22,280 | $906K |
| OMNI 360 Wealth, Inc. | 0.52% | Reduce -5.2% | 20,748 | $844K |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 20,614 | $838K |
| Pacific Center for Financial Services | 0.23% | Add +0.1% | 20,612 | $838K |
| Smith Salley Wealth Management | 0.05% | No change | 20,070 | $816K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 18,794 | $764K |
| Waddell & Associates, LLC | 0.08% | Add +7.3% | 18,725 | $762K |
| Benjamin Edwards Inc. | 0.01% | New | 18,568 | $755K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 17,975 | $749K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.6% | 18,400 | $748K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.2% | 17,507 | $712K |
| Golden Bell Financial Planning LLC | 0.66% | Reduce -0.7% | 17,156 | $698K |
| Quantinno Capital Management LP | 0.00% | Add +13.8% | 16,602 | $675K |
"% 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.