Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q3 2025 (September 30)293holders +9
29new positions
15sold out
1famous investor
$45.41avg. 13F price*
At the end of Q3 2025, 293 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 9 from Q2 2025. 29 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($114.6M), LPL Financial LLC ($55.3M) and Waverly Advisors, LLC ($52.5M). One famous investor held it 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 (Q3 2025)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.3M |
| Exits | 15 | $5.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,731,348 shares bought and 954,916 shares sold, net +776,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Bank of America Corp. | 0.01% | Add +0.9% | 2,522,075 | $114.6M |
| LPL Financial LLC | 0.02% | Add +5.1% | 1,217,245 | $55.3M |
| Waverly Advisors, LLC | 0.52% | Reduce -2.8% | 1,154,991 | $52.5M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 1,090,472 | $49.5M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 1,035,830 | $47.0M |
| Cetera Investment Advisers | 0.05% | Add +129.1% | 971,342 | $44.1M |
| First Foundation Advisors | 1.35% | Reduce -13.4% | 805,201 | $36.6M |
| Arbor Investment Advisors, LLC | 4.47% | Reduce -13.7% | 775,675 | $35.2M |
| Royal Bank of Canada | 0.01% | Reduce -13.3% | 727,686 | $33.1M |
| Stonebridge Financial Group, LLC | 2.77% | Add +1.4% | 692,096 | $31.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 672,426 | $30.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.9% | 489,691 | $22.2M |
| Invesco Ltd. | 0.00% | Add +29.1% | 456,331 | $20.7M |
| Wealthspire Retirement, LLC | 1.12% | Add +0.0% | 387,725 | $17.6M |
| Sanctuary Advisors, LLC | 0.08% | Add +617.5% | 295,982 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.5% | 292,792 | $13.3M |
| UBS Group AG | 0.00% | Reduce -42.6% | 290,454 | $13.2M |
| AlphaCore Capital LLC | 0.41% | Add +0.9% | 267,769 | $12.2M |
| Three Bridge Wealth Advisors, LLC | 3.13% | Add +8.5% | 267,437 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.6% | 256,915 | $11.7M |
| Captrust Financial Advisors | 0.02% | Reduce -1.8% | 250,363 | $11.4M |
| Johnson & White Wealth Management, LLC | 4.94% | Add +2.3% | 237,310 | $10.8M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 234,662 | $10.7M |
| WCG Wealth Advisors LLC | 0.65% | Reduce -10.5% | 227,864 | $10.3M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +0.6% | 219,326 | $10.0M |
| Accredited Investors Inc. | 0.47% | Reduce -3.3% | 186,356 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | New | 174,246 | $7.9M |
| Regal Investment Advisors LLC | 0.51% | Add +1.9% | 170,909 | $7.8M |
| Arlington Financial Advisors, LLC | 1.10% | Reduce -0.2% | 164,230 | $7.5M |
| Equitable Holdings, Inc. | 0.05% | Add +9.4% | 157,948 | $7.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.1% | 148,544 | $6.7M |
| Verum Partners LLC | 1.41% | Reduce -0.5% | 145,650 | $6.6M |
| Creative Planning | 0.00% | Add +11.3% | 138,509 | $6.3M |
| AQR Capital Management | 0.00% | Add +1036.1% | 132,476 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.33% | Reduce -1.1% | 130,487 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +164.7% | 128,893 | $5.9M |
| Perigon Wealth Management, LLC | 0.12% | Add +1.3% | 127,210 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.8% | 122,057 | $5.5M |
| Traction Financial Partners, LLC | 3.42% | Add +17.6% | 121,856 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -7.9% | 121,463 | $5.5M |
| Charles Schwab Trust Co | 0.36% | Reduce -2.1% | 117,511 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 115,056 | $5.2M |
| Albion Financial Group | 0.31% | No change | 112,200 | $5.1M |
| Focus Partners Wealth | 0.01% | Add +3.2% | 102,081 | $4.6M |
| Wealthspire Advisors, LLC | 0.02% | No change | 95,248 | $4.3M |
| Sound Stewardship, LLC | 1.70% | Reduce -0.3% | 77,848 | $3.5M |
| Legacy Private Trust Co. | 0.21% | Reduce -8.5% | 76,836 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.7% | 74,949 | $3.4M |
| WealthBridge Capital Management, LLC | 0.79% | Add +1.5% | 74,290 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.7% | 67,593 | $3.1M |
| FMR LLC | 0.00% | Add +36.4% | 57,330 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.4% | 56,514 | $2.6M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -1.7% | 56,272 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +37.4% | 54,112 | $2.4M |
| Modern Wealth Management, LLC | 0.05% | No change | 53,092 | $2.4M |
| Breakwater Capital Group | 0.35% | Add +1.1% | 52,128 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -3.9% | 51,576 | $2.3M |
| Clarius Group, LLC | 0.13% | No change | 48,438 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +53.5% | 48,280 | $2.2M |
| PFG Advisors | 0.09% | Reduce -1.8% | 47,510 | $2.2M |
| Eq Wealth Advisors, LLC | 1.40% | Reduce -1.7% | 46,798 | $2.1M |
| Boston Standard Wealth Management, LLC | 0.34% | Reduce -0.6% | 44,351 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +0.0% | 41,899 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Add +1.8% | 41,889 | $1.9M |
| GSG Advisors LLC | 0.48% | Add +0.1% | 39,792 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +5.1% | 36,291 | $1.6M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -4.2% | 34,453 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +8.2% | 34,146 | $1.6M |
| Ieq Capital, LLC | 0.00% | Add +111.9% | 32,941 | $1.5M |
| US Bancorp \de | 0.00% | Add +7.6% | 32,869 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 32,734 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 31,861 | $1.4M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -5.0% | 31,821 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -11.0% | 31,160 | $1.4M |
| Whipplewood Advisors, LLC | 0.87% | Reduce -2.5% | 29,212 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 27,206 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +3.1% | 26,373 | $1.2M |
| Independent Advisor Alliance | 0.03% | No change | 25,941 | $1.2M |
| Brighton Jones LLC | 0.03% | Reduce -0.2% | 25,751 | $1.2M |
| New England Private Wealth Advisors LLC | 0.15% | Add +0.0% | 25,054 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.7% | 24,568 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.5% | 24,090 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.24% | Reduce -1.6% | 23,608 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +42.0% | 23,086 | $1.0M |
| Institute for Wealth Management, LLC. | 0.11% | No change | 22,440 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +5.9% | 21,823 | $991K |
| KWB Wealth | 0.11% | Add +0.0% | 24,230 | $985K |
| OMNI 360 Wealth, Inc. | 0.53% | Add +0.7% | 20,890 | $949K |
| Benjamin Edwards Inc. | 0.01% | Add +9.5% | 20,335 | $924K |
| Scotia Capital Inc. | 0.00% | New | 20,113 | $914K |
| Smith Salley Wealth Management | 0.05% | No change | 20,070 | $912K |
| Pacific Center for Financial Services | 0.23% | Reduce -3.8% | 19,839 | $901K |
| Integrated Advisors Network LLC | 0.04% | Reduce -14.0% | 19,577 | $889K |
| Marquette Asset Management, LLC | 0.13% | Reduce -15.0% | 18,928 | $860K |
| Citigroup Inc. | 0.00% | Add +55.6% | 18,617 | $846K |
| Waddell & Associates, LLC | 0.07% | Reduce -1.1% | 18,518 | $841K |
| Parallel Advisors, LLC | 0.02% | No change | 18,400 | $836K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.1% | 18,017 | $818K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 17,975 | $816K |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 17,922 | $814K |
"% 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.