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 |
| Marquette Asset Management, LLC | 0.13% | No change | 18,928 | $869K |
| D.A. Davidson & Co. | 0.01% | Reduce -22.3% | 18,728 | $859K |
| Fidelis Capital Partners, LLC | 0.06% | Add +2.7% | 18,455 | $847K |
| Parallel Advisors, LLC | 0.02% | No change | 18,400 | $844K |
| Waddell & Associates, LLC | 0.06% | Reduce -1.3% | 18,278 | $839K |
| Citadel Advisors | 0.00% | New | 18,148 | $833K |
| MAI Capital Management | 0.00% | Add +4.3% | 17,272 | $793K |
| Legacy Trust | 0.15% | No change | 17,065 | $783K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 17,056 | $783K |
| Advance Capital Management, Inc. | 0.03% | Add +14.5% | 16,680 | $765K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 16,455 | $755K |
| Larson Financial Group LLC | 0.02% | Add +3.4% | 15,900 | $730K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,404 | $707K |
| Oxler Private Wealth LLC | 0.19% | Reduce -2.8% | 14,279 | $655K |
| Silver Oak Securities, Incorporated | 0.04% | Add +119.1% | 14,138 | $655K |
| Golden Bell Financial Planning LLC | 0.54% | No change | 14,205 | $652K |
| Harbour Capital Advisors, LLC | 0.13% | No change | 13,500 | $623K |
| Market Street Wealth Management Advisors LLC | 0.10% | No change | 13,552 | $622K |
| Sterling Financial Planning, Inc. | 0.18% | Reduce -1.5% | 13,106 | $601K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 12,997 | $596K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.8% | 12,914 | $593K |
| RiverFront Investment Group, LLC | 0.01% | Add +1.8% | 12,599 | $578K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -6.4% | 12,333 | $566K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 12,260 | $563K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 12,215 | $561K |
| EP Wealth Advisors, LLC | 0.00% | — | 11,931 | $548K |
| Glenmede Trust Co. NA | 0.00% | — | 11,800 | $542K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -0.3% | 11,566 | $531K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 11,410 | $524K |
| Harbour Investment Management LLC | 0.27% | No change | 11,004 | $505K |
| Arax Advisory Partners | 0.01% | New | 10,935 | $502K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 10,930 | $502K |
| EnRich Financial Partners LLC | 0.14% | No change | 10,903 | $500K |
| Atria Investments, Inc | 0.01% | Add +17.8% | 10,639 | $488K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -6.8% | 10,570 | $485K |
| AIMZ Investment Advisors, LLC | 0.14% | No change | 10,500 | $482K |
| Trailhead Planners LLC | 0.47% | — | 10,460 | $480K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 10,383 | $476K |
| WealthShield Partners, LLC | 0.05% | Reduce -2.1% | 10,265 | $476K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 10,003 | $459K |
| First Hawaiian Bank | 0.06% | No change | 9,855 | $452K |
| TopTier Wealth Management, LLC | 0.31% | — | 9,795 | $450K |
| Prairiewood Capital, LLC | 0.14% | Reduce -0.6% | 9,725 | $446K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 8,880 | $408K |
| Sigma Planning Corp | 0.01% | Reduce -2.6% | 8,791 | $403K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +25.2% | 8,729 | $401K |
| Townsend Asset Management Corp. /NC/ | 0.14% | Reduce -9.2% | 8,618 | $395K |
| Invariant Investment Management | 0.25% | — | 8,000 | $386K |
| Flatrock Wealth Partners LLC | 0.18% | — | 8,331 | $382K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 8,194 | $376K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 8,168 | $375K |
| Regions Financial Corp. | 0.00% | Add +28.8% | 8,056 | $370K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.1% | 7,975 | $366K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 7,811 | $358K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 7,745 | $355K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 7,698 | $353K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.7% | 7,674 | $352K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $340K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.1% | 7,383 | $339K |
| GM Advisory Group, LLC | 0.01% | No change | 7,375 | $338K |
| CENTRAL TRUST Co | 0.01% | No change | 7,356 | $338K |
| Vise Technologies, Inc. | 0.01% | New | 7,306 | $335K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 7,252 | $333K |
| Brown Advisory Inc. | 0.00% | Add +25.6% | 7,185 | $330K |
| Colonial Trust Advisors | 0.02% | No change | 7,150 | $328K |
| Blair William & Co. | 0.00% | Add +3.6% | 7,122 | $327K |
| Spire Wealth Management | 0.01% | Add +0.1% | 7,115 | $326K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +333.7% | 7,044 | $323K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -1.8% | 7,036 | $323K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 6,986 | $321K |
| Mascoma Wealth Management LLC | 0.07% | No change | 6,800 | $312K |
| Lyell Wealth Management, LP | 0.02% | No change | 6,774 | $311K |
| Courier Capital LLC | 0.02% | No change | 6,750 | $310K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.1% | 6,722 | $308K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 6,699 | $307K |
| Financial Alternatives, Inc | 0.18% | No change | 6,693 | $307K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.4% | 6,604 | $303K |
| Cwm, LLC | 0.00% | No change | 6,080 | $279K |
| Principle Wealth Partners LLC | 0.02% | No change | 6,000 | $275K |
| Firethorn Wealth Partners, LLC | 0.10% | New | 5,958 | $273K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.6% | 5,947 | $273K |
| Vident Advisory, LLC | 0.00% | Add +15.2% | 5,906 | $271K |
| Evoke Wealth, LLC | 0.01% | Reduce -1.5% | 5,870 | $269K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +0.2% | 5,824 | $267K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,790 | $266K |
| Fermata Advisors, LLC | 0.06% | Reduce -16.3% | 5,723 | $263K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,720 | $262K |
| Sheets Smith Wealth Management | 0.03% | No change | 5,670 | $260K |
| Flow Traders U.S. LLC | 0.01% | New | 5,639 | $259K |
| Fragasso Financial Advisors Inc | 0.02% | New | 5,600 | $257K |
| Merit Financial Group, LLC | 0.00% | Add +3.6% | 5,583 | $256K |
| Bank of Montreal | 0.00% | No change | 5,493 | $252K |
| Carnegie Investment Counsel | 0.00% | No change | 5,485 | $252K |
| Capital Investment Advisors, LLC | 0.00% | Add +24.4% | 5,481 | $252K |
| Comerica Bank | 0.00% | Reduce -47.9% | 5,446 | $250K |
| Assetmark, Inc. | 0.00% | Reduce -20.7% | 5,399 | $248K |
| &partners | 0.00% | Reduce -0.6% | 5,321 | $244K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 5,175 | $237K |
| Intellus Advisors LLC | 0.03% | No change | 5,165 | $237K |
| IFP Advisors, Inc | 0.01% | Add +15.8% | 5,127 | $235K |
| Ancora Advisors LLC | 0.00% | No change | 5,100 | $234K |
| BlackRock, Inc. | 0.00% | Add +5.8% | 5,063 | $232K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.8% | 5,062 | $232K |
| Mather Group, Llc. | 0.00% | Reduce -0.6% | 4,963 | $228K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,961 | $228K |
| Truist Financial Corp. | 0.00% | New | 4,914 | $226K |
| Wedmont Private Capital | 0.01% | Add +2.5% | 4,746 | $225K |
| MBL Wealth, LLC | 0.02% | New | 4,889 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 4,889 | $224K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 4,894 | $224K |
| NewCorp Financial Services, Inc. | 0.20% | — | 4,808 | $221K |
| Park Avenue Securities LLC | 0.00% | Add +6.3% | 4,768 | $219K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.4% | 4,734 | $217K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.4% | 4,648 | $213K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 4,554 | $211K |
| Solitude Financial Services | 0.07% | No change | 4,550 | $209K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -0.5% | 4,502 | $207K |
| Index Fund Advisors, Inc. | 0.01% | No change | 4,455 | $204K |
| Creative Capital Management Investments LLC | 0.06% | Add +3.9% | 4,405 | $202K |
| Fusion Capital, LLC | 0.06% | New | 4,386 | $201K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,340 | $199K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 4,330 | $199K |
| Global Retirement Partners, LLC | 0.00% | Add +158.4% | 4,015 | $184K |
| Root Financial Partners, LLC | 0.01% | Add +20.1% | 4,006 | $184K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -14.6% | 3,950 | $181K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,758 | $172K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 3,193 | $147K |
| Fortitude Family Office, LLC | 0.03% | Reduce -19.9% | 3,114 | $143K |
| WHI TRUST Co LLC | 0.11% | — | 3,070 | $141K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 2,695 | $124K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,680 | $123K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 2,642 | $121K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,500 | $115K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,380 | $109K |
| GAMMA Investing LLC | 0.01% | No change | 2,354 | $108K |
| Allworth Financial LP | 0.00% | Add +1.2% | 2,336 | $107K |
| Pioneer Family Office, LLC | 0.07% | — | 2,105 | $97K |
| Tidemark, LLC | 0.03% | Add +39.5% | 2,064 | $95K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,849 | $86K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,865 | $86K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.7% | 1,833 | $84K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,790 | $82K |
| Triumph Capital Management | 0.02% | New | 1,774 | $81K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,732 | $79K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,727 | $79K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.7% | 1,680 | $77K |
| Addison Advisors LLC | 0.02% | No change | 1,625 | $75K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.2% | 1,595 | $73K |
| Private Trust Co. NA | 0.01% | No change | 1,323 | $61K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $60K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -13.7% | 1,291 | $59K |
| Sachetta, LLC | 0.03% | Add +0.3% | 1,103 | $51K |
| Alerus Financial NA | 0.00% | No change | 1,095 | $50K |
| Howe & Rusling Inc. | 0.00% | Add +42.1% | 1,030 | $47K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $47K |
| Clearstead Trust, LLC | 0.01% | New | 983 | $45K |
| Bokf, NA | 0.00% | No change | 919 | $42K |
| Abound Wealth Management | 0.01% | Add +0.3% | 917 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7491.7% | 911 | $42K |
| Hoese & Co LLP | 0.03% | No change | 860 | $39K |
| Integrity Financial Corp | 0.02% | No change | 765 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $34K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.6% | 628 | $29K |
| Red Tortoise LLC | 0.01% | No change | 625 | $29K |
| Perkins Coie Trust Co | 0.00% | No change | 525 | $24K |
| Hantz Financial Services, Inc. | 0.00% | No change | 515 | $24K |
| MCF Advisors LLC | 0.00% | No change | 511 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $22K |
| Bogart Wealth, LLC | 0.00% | New | 423 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 400 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 390 | $18K |
| Dunhill Financial, LLC | 0.01% | Add +0.3% | 379 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 360 | $17K |
| Align Financial, LLC | 0.01% | — | 16,245 | $16K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 345 | $16K |
| Colonial Trust Co / SC | 0.00% | Reduce -3.3% | 320 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 320 | $15K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 315 | $14K |
| SYM FINANCIAL Corp | 0.00% | New | 295 | $14K |
| Ankerstar Wealth, LLC | 0.01% | — | 271 | $12K |
| Activest Wealth Management | 0.00% | New | 258 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 250 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 242 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 240 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 238 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 224 | $11K |
| Fairway Wealth LLC | 0.00% | No change | 225 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -90.5% | 189 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 185 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 183 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 177 | $8K |
| Prosperity Bancshares Inc | 0.01% | — | 175 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -85.7% | 167 | $8K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $7K |
| McIlrath & Eck, LLC | 0.00% | Add +60.2% | 157 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $6K |
| First Command Advisory Services, Inc. | 0.00% | New | 137 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 128 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 125 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 124 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 115 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -30.7% | 97 | $5K |
| WealthCollab, LLC | 0.00% | New | 95 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 87 | $4K |
| Sunrise Financial Services, LLC | 0.00% | — | 86 | $4K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 75 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 75 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 60 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 32 | $1K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 19 | $872 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $459 |
| Brown Brothers Harriman & Co. | 0.00% | New | 7 | $321 |
"% 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.