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 |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.2% | 16,520 | $672K |
| Northern Trust Corp. | 0.00% | Add +74.5% | 16,455 | $669K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.8% | 16,261 | $661K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +25.2% | 16,025 | $652K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 15,563 | $633K |
| Ieq Capital, LLC | 0.00% | Reduce -12.7% | 15,543 | $632K |
| Larson Financial Group LLC | 0.03% | Add +5.3% | 15,372 | $625K |
| Oxler Private Wealth LLC | 0.20% | Reduce -6.0% | 15,349 | $624K |
| Citadel Advisors | 0.00% | Add +91.9% | 14,878 | $605K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -1.3% | 13,917 | $566K |
| Harbour Capital Advisors, LLC | 0.12% | No change | 13,500 | $564K |
| Wealthfront Advisers LLC | 0.00% | Add +47.9% | 13,846 | $563K |
| Market Street Wealth Management Advisors LLC | 0.09% | No change | 13,552 | $551K |
| Advance Capital Management, Inc. | 0.02% | Add +0.2% | 13,503 | $549K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 13,178 | $536K |
| Old Mission Capital LLC | 0.01% | New | 13,106 | $533K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -6.1% | 12,997 | $529K |
| Western Wealth Management, LLC | 0.03% | Reduce -5.3% | 12,250 | $498K |
| Glenmede Investment Management, LP | 0.00% | — | 12,200 | $496K |
| Citigroup Inc. | 0.00% | Reduce -16.6% | 11,966 | $487K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -3.3% | 11,670 | $475K |
| AQR Capital Management | 0.00% | New | 11,661 | $474K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 11,402 | $464K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -16.9% | 11,199 | $455K |
| WealthShield Partners, LLC | 0.05% | Reduce -4.9% | 11,083 | $451K |
| Harbour Investment Management LLC | 0.19% | No change | 11,004 | $448K |
| Johnson Investment Counsel Inc. | 0.00% | New | 10,925 | $444K |
| Bragg Financial Advisors, Inc | 0.02% | Add +20.4% | 10,910 | $444K |
| EnRich Financial Partners LLC | 0.14% | Reduce -4.1% | 10,903 | $443K |
| AIMZ Investment Advisors, LLC | 0.14% | No change | 10,500 | $427K |
| Comerica Bank | 0.00% | Reduce -1.3% | 10,440 | $425K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.1% | 10,380 | $422K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 10,172 | $414K |
| Prairiewood Capital, LLC | 0.15% | Add +0.9% | 9,994 | $406K |
| First Hawaiian Bank | 0.05% | No change | 9,855 | $401K |
| Townsend Asset Management Corp. /NC/ | 0.14% | Reduce -1.7% | 9,482 | $386K |
| Arax Advisory Partners | 0.02% | Reduce -38.5% | 9,067 | $369K |
| Sigma Planning Corp | 0.01% | Reduce -0.5% | 9,006 | $366K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 8,880 | $361K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +50.1% | 8,745 | $356K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -13.7% | 8,419 | $342K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 8,170 | $332K |
| Efficient Frontier Advisors LLC | 0.21% | Add +0.3% | 7,762 | $328K |
| Trilogy Capital Inc. | 0.02% | Reduce -12.9% | 7,975 | $324K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -34.2% | 7,975 | $324K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 7,905 | $321K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 7,795 | $317K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 7,698 | $313K |
| Cwm, LLC | 0.00% | Add +14.3% | 7,665 | $312K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $301K |
| GM Advisory Group, LLC | 0.01% | No change | 7,375 | $300K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -3.2% | 7,371 | $300K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -10.0% | 7,350 | $299K |
| Financial Alternatives, Inc | 0.19% | Reduce -8.3% | 7,313 | $297K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.7% | 7,240 | $294K |
| Spire Wealth Management | 0.01% | Reduce -8.4% | 7,159 | $291K |
| Colonial Trust Advisors | 0.02% | No change | 7,150 | $291K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.9% | 7,148 | $291K |
| CW Advisors, LLC | 0.00% | New | 6,967 | $283K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 6,960 | $283K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.9% | 6,956 | $283K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.3% | 6,867 | $279K |
| Blair William & Co. | 0.00% | Reduce -3.4% | 6,867 | $279K |
| Capital Market Strategies LLC | 0.19% | Reduce -11.3% | 6,835 | $278K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,807 | $277K |
| Mascoma Wealth Management LLC | 0.06% | No change | 6,800 | $277K |
| Lyell Wealth Management, LP | 0.02% | No change | 6,774 | $275K |
| Courier Capital LLC | 0.02% | No change | 6,750 | $275K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +10.5% | 6,461 | $263K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.5% | 6,390 | $260K |
| Regions Financial Corp. | 0.00% | No change | 6,255 | $254K |
| Evoke Wealth, LLC | 0.01% | No change | 5,960 | $242K |
| Assetmark, Inc. | 0.00% | Add +27.8% | 5,908 | $240K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +0.3% | 5,796 | $236K |
| Cidel Asset Management Inc. | 0.01% | No change | 5,790 | $235K |
| Brown Advisory Inc. | 0.00% | Reduce -22.9% | 5,720 | $233K |
| Mather Group, Llc. | 0.00% | Reduce -3.4% | 5,701 | $232K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.6% | 5,685 | $231K |
| Sheets Smith Wealth Management | 0.03% | No change | 5,670 | $231K |
| Plancorp, LLC | 0.01% | No change | 5,617 | $228K |
| Fermata Advisors, LLC | 0.06% | Reduce -3.5% | 5,570 | $227K |
| Mascagni Wealth Management, Inc. | 0.19% | Reduce -4.9% | 5,562 | $226K |
| Bank of Montreal | 0.00% | Add +21.4% | 5,493 | $223K |
| Carnegie Investment Counsel | 0.00% | New | 5,485 | $223K |
| Merit Financial Group, LLC | 0.00% | New | 5,390 | $219K |
| Jane Street Group, LLC | 0.00% | New | 5,299 | $216K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.2% | 5,291 | $215K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -3.2% | 5,281 | $215K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,220 | $212K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -9.9% | 5,176 | $211K |
| Intellus Advisors LLC | 0.03% | New | 5,165 | $210K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -13.2% | 5,147 | $209K |
| Vident Advisory, LLC | 0.00% | Reduce -5.3% | 5,129 | $209K |
| Ancora Advisors LLC | 0.00% | No change | 5,100 | $207K |
| Impact Capital Partners LLC | 0.07% | New | 5,039 | $205K |
| GenTrust, LLC | 0.01% | New | 5,005 | $204K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 4,961 | $202K |
| SouthState Bank Corp | 0.01% | Reduce -20.3% | 4,900 | $199K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $192K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 4,675 | $190K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,340 | $177K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 4,330 | $176K |
| Creative Capital Management Investments LLC | 0.06% | No change | 4,240 | $172K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -14.5% | 3,950 | $161K |
| Fortitude Family Office, LLC | 0.05% | No change | 3,885 | $158K |
| IFP Advisors, Inc | 0.00% | Add +99.7% | 3,835 | $156K |
| Principal Securities, Inc. | 0.00% | Add +36.1% | 3,776 | $154K |
| Capital Analysts, LLC | 0.01% | No change | 3,755 | $153K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,758 | $153K |
| RMG Wealth Management LLC | 0.02% | — | 2,858 | $120K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,680 | $109K |
| AE Wealth Management LLC | 0.00% | Add +17.0% | 2,648 | $108K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,580 | $105K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.4% | 2,468 | $100K |
| BlackRock, Inc. | 0.00% | Add +155.3% | 2,425 | $99K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,380 | $97K |
| GAMMA Investing LLC | 0.01% | No change | 2,354 | $96K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 2,189 | $89K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,000 | $81K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.0% | 1,887 | $77K |
| Geneos Wealth Management Inc. | 0.00% | Add +47.7% | 1,799 | $73K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,790 | $73K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,732 | $70K |
| Addison Advisors LLC | 0.02% | No change | 1,625 | $66K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +38.9% | 1,624 | $66K |
| Harbor Asset Planning, Inc. | 0.06% | — | 1,587 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +61.3% | 1,574 | $64K |
| Global Retirement Partners, LLC | 0.00% | — | 1,564 | $64K |
| Tidemark, LLC | 0.02% | No change | 1,480 | $60K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -17.2% | 1,430 | $60K |
| Private Trust Co. NA | 0.01% | Add +33.0% | 1,323 | $54K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $53K |
| Sachetta, LLC | 0.02% | Add +0.3% | 1,098 | $45K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $41K |
| NewEdge Advisors, LLC | 0.00% | Add +22.6% | 929 | $38K |
| Bokf, NA | 0.00% | Reduce -0.5% | 919 | $37K |
| Abound Wealth Management | 0.01% | Add +0.2% | 911 | $37K |
| Hoese & Co LLP | 0.03% | No change | 860 | $35K |
| Integrity Financial Corp | 0.02% | No change | 765 | $31K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $28K |
| Red Tortoise LLC | 0.01% | No change | 625 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +463.8% | 592 | $24K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 515 | $21K |
| Allworth Financial LP | 0.00% | No change | 501 | $20K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 485 | $20K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.2% | 476 | $19K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $19K |
| North Capital, Inc. | 0.02% | No change | 460 | $19K |
| Howe & Rusling Inc. | 0.00% | No change | 420 | $17K |
| Aspect Partners, LLC | 0.01% | Reduce -2.8% | 420 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 420 | $17K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.3% | 391 | $16K |
| Dunhill Financial, LLC | 0.00% | No change | 378 | $15K |
| Colonial Trust Co / SC | 0.00% | Reduce -27.9% | 331 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 320 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 295 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 275 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 250 | $10K |
| Brooklyn Investment Group | 0.00% | New | 250 | $10K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 241 | $10K |
| Crewe Advisors LLC | 0.00% | New | 238 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 224 | $9K |
| Fairway Wealth LLC | 0.00% | Reduce -13.5% | 225 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 240 | $9K |
| WPG Advisers, LLC | 0.01% | No change | 220 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $8K |
| Private Wealth Management Group, LLC | 0.00% | New | 183 | $7K |
| Rise Advisors, LLC | 0.00% | Add +0.6% | 169 | $7K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 114 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 108 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -63.0% | 100 | $4K |
| MCF Advisors LLC | 0.00% | No change | 95 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 75 | $3K |
| Financial Connections Group, Inc. | 0.00% | New | 85 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 24 | $976 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $417 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -93.5% | 10 | $407 |
| Bare Financial Services, Inc | 0.00% | No change | 1 | $27 |
"% 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.