Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q4 2025 (December 31)315holders +22
29new positions
21sold out
2famous investors
$45.91avg. 13F price*
At the end of Q4 2025, 315 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 22 from Q3 2025. 29 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($114.2M), LPL Financial LLC ($61.1M) and Waverly Advisors, LLC ($51.7M). 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 (Q4 2025)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $11.0M |
| Exits | 21 | $4.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,244,904 shares bought and 535,642 shares sold, net +709,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Bank of America Corp. | 0.01% | Reduce -1.3% | 2,488,835 | $114.2M |
| LPL Financial LLC | 0.02% | Add +9.4% | 1,332,004 | $61.1M |
| Waverly Advisors, LLC | 0.42% | Reduce -2.4% | 1,127,581 | $51.7M |
| Morgan Stanley | 0.00% | Add +2.8% | 1,120,992 | $51.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.2% | 1,034,189 | $47.5M |
| Cetera Investment Advisers | 0.05% | Add +2.5% | 995,856 | $45.7M |
| Royal Bank of Canada | 0.01% | Add +7.8% | 784,673 | $36.0M |
| Arbor Investment Advisors, LLC | 4.73% | Add +1.1% | 784,081 | $36.0M |
| First Foundation Advisors | 1.34% | Reduce -3.7% | 775,511 | $35.6M |
| Stonebridge Financial Group, LLC | 2.84% | Add +4.6% | 723,888 | $33.2M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 681,487 | $31.3M |
| WCG Wealth Advisors LLC | 0.81% | Add +175.5% | 627,859 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +18.3% | 579,102 | $27.5M |
| Invesco Ltd. | 0.00% | Add +3.7% | 473,042 | $21.7M |
| Wealthspire Retirement, LLC | 1.06% | Reduce -2.1% | 379,703 | $17.4M |
| Baird Financial Group, Inc. | 0.02% | Add +0.2% | 293,365 | $13.5M |
| Three Bridge Wealth Advisors, LLC | 3.22% | Reduce -0.6% | 265,783 | $12.2M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -12.1% | 260,181 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.7% | 258,696 | $11.9M |
| UBS Group AG | 0.00% | Reduce -11.4% | 257,302 | $11.8M |
| Johnson & White Wealth Management, LLC | 5.09% | Add +7.4% | 254,833 | $11.7M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 251,507 | $11.5M |
| AlphaCore Capital LLC | 0.25% | Reduce -10.3% | 240,302 | $11.0M |
| Mariner, LLC | 0.01% | Reduce -2.8% | 228,023 | $10.5M |
| Regal Investment Advisors LLC | 0.48% | Add +1.8% | 173,892 | $8.0M |
| Accredited Investors Inc. | 0.41% | Reduce -8.8% | 170,003 | $7.8M |
| Equitable Holdings, Inc. | 0.05% | Add +6.5% | 168,213 | $7.7M |
| Arlington Financial Advisors, LLC | 1.07% | Reduce -0.5% | 163,370 | $7.5M |
| Creative Planning | 0.01% | Add +10.5% | 153,025 | $7.0M |
| AQR Capital Management | 0.00% | Add +12.4% | 148,952 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -32.7% | 147,660 | $6.8M |
| Verum Partners LLC | 1.34% | Reduce -0.7% | 144,661 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.7% | 144,492 | $6.6M |
| Ducere Wealth Management LLC | 2.51% | — | 141,583 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.1% | 140,934 | $6.5M |
| Traction Financial Partners, LLC | 3.46% | Add +4.3% | 127,069 | $5.8M |
| Cornerstone Wealth Management, LLC | 0.30% | Reduce -5.1% | 123,804 | $5.7M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -3.4% | 122,868 | $5.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 120,464 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 117,188 | $5.4M |
| Charles Schwab Trust Co | 0.35% | Reduce -0.9% | 116,443 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.2% | 115,712 | $5.3M |
| Albion Financial Group | 0.32% | No change | 112,200 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -8.4% | 111,739 | $5.1M |
| Focus Partners Wealth | 0.01% | Add +8.7% | 110,945 | $5.1M |
| Wealthspire Advisors, LLC | 0.03% | No change | 95,248 | $4.4M |
| Integrity Alliance, Llc. | 0.15% | New | 91,617 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 77,773 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 77,456 | $3.6M |
| Sound Stewardship, LLC | 1.70% | Reduce -0.5% | 77,428 | $3.6M |
| Crusonia Wealth Advisors LLC | 0.78% | — | 77,136 | $3.5M |
| Legacy Private Trust Co. | 0.21% | Reduce -0.9% | 76,162 | $3.5M |
| WealthBridge Capital Management, LLC | 0.75% | Reduce -2.9% | 72,139 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +46.3% | 70,645 | $3.2M |
| Breakwater Capital Group | 0.36% | Add +6.8% | 55,659 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -2.2% | 55,264 | $2.5M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -2.6% | 54,824 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 54,483 | $2.5M |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.1% | 53,064 | $2.4M |
| Diversify Advisory Services, LLC | 0.07% | Add +13.0% | 47,334 | $2.3M |
| FMR LLC | 0.00% | Reduce -13.0% | 49,865 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -4.2% | 49,430 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +171.2% | 48,600 | $2.2M |
| Eq Wealth Advisors, LLC | 1.24% | Reduce -2.6% | 45,590 | $2.1M |
| Clarius Group, LLC | 0.12% | Reduce -8.2% | 44,478 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.34% | Reduce -0.2% | 44,266 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.8% | 41,548 | $1.9M |
| GSG Advisors LLC | 0.47% | Add +0.1% | 39,835 | $1.8M |
| Torren Management, LLC | 0.90% | — | 38,294 | $1.8M |
| PFG Advisors | 0.08% | Reduce -22.6% | 36,762 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +102.2% | 36,424 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.3% | 34,494 | $1.6M |
| Bell Investment Advisors, Inc | 0.25% | Reduce -0.1% | 34,426 | $1.6M |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 32,942 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -3.0% | 31,874 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -13.4% | 31,415 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 31,160 | $1.4M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -6.0% | 29,916 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -13.2% | 29,629 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.9% | 28,834 | $1.3M |
| Whipplewood Advisors, LLC | 0.84% | Reduce -2.1% | 28,609 | $1.3M |
| KWB Wealth | 0.12% | Add +12.9% | 27,346 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.0% | 27,214 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce 0.0% | 26,372 | $1.2M |
| Independent Advisor Alliance | 0.03% | No change | 25,941 | $1.2M |
| New England Private Wealth Advisors LLC | 0.14% | Add +0.0% | 25,063 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +8.0% | 23,564 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.0% | 23,106 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.23% | Reduce -2.2% | 23,098 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.6% | 22,713 | $1.0M |
| Institute for Wealth Management, LLC. | 0.11% | No change | 22,440 | $1.0M |
| M Holdings Securities, Inc. | 0.07% | New | 22,425 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +8.6% | 22,076 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.50% | Reduce -4.0% | 20,051 | $974K |
| Smith Salley Wealth Management | 0.05% | Add +3.4% | 20,743 | $952K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 20,160 | $925K |
| Citigroup Inc. | 0.00% | Add +7.7% | 20,055 | $920K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.2% | 19,947 | $915K |
| Integrated Advisors Network LLC | 0.04% | Add +1.5% | 19,863 | $912K |
| Pacific Center for Financial Services | 0.23% | No change | 19,839 | $901K |
"% 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.