Inv Rafi US 1500 SM-UsdPRFZETF
13F holders, Q1 2026 (March 31)320holders +5
26new positions
19sold out
1famous investor
$45.88avg. 13F price*
At the end of Q1 2026, 320 institutions reported holding Inv Rafi US 1500 SM-Usd Inc. (PRFZ) in their 13F filings, up 5 from Q4 2025. 26 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($131.1M), LPL Financial LLC ($63.2M) and Morgan Stanley ($54.6M). 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 (Q1 2026)
- CUSIP
- 46137V597
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $18.7M |
| Exits | 19 | $5.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,016,787 shares bought and 1,029,935 shares sold, net +986,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 320 holders
| Bank of America Corp. | 0.01% | Add +14.9% | 2,858,934 | $131.1M |
| LPL Financial LLC | 0.02% | Add +3.5% | 1,378,389 | $63.2M |
| Morgan Stanley | 0.00% | Add +6.2% | 1,190,971 | $54.6M |
| Waverly Advisors, LLC | 0.38% | Reduce -1.6% | 1,109,623 | $50.9M |
| Raymond James Financial Inc. | 0.01% | Add +2.0% | 1,054,588 | $48.4M |
| Cetera Investment Advisers | 0.05% | Add +3.5% | 1,031,218 | $47.3M |
| Wells Fargo & Company | 0.01% | Add +36.6% | 931,078 | $42.7M |
| Arbor Investment Advisors, LLC | 4.80% | Add +2.5% | 803,591 | $36.9M |
| Stonebridge Financial Group, LLC | 2.88% | Add +5.4% | 763,275 | $35.0M |
| First Foundation Advisors | 1.40% | Reduce -2.1% | 758,912 | $34.8M |
| Royal Bank of Canada | 0.01% | Reduce -10.3% | 703,464 | $32.3M |
| WCG Wealth Advisors LLC | 0.82% | Add +2.0% | 640,455 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -28.8% | 412,078 | $19.2M |
| Wealthspire Retirement, LLC | 1.03% | Reduce -1.6% | 373,690 | $17.1M |
| Invesco Ltd. | 0.00% | Reduce -24.0% | 359,428 | $16.5M |
| Baird Financial Group, Inc. | 0.02% | Add +0.4% | 294,623 | $13.5M |
| Sanctuary Advisors, LLC | 0.07% | Add +6.9% | 278,140 | $12.8M |
| Equitable Holdings, Inc. | 0.08% | Add +63.9% | 275,764 | $12.7M |
| Traction Financial Partners, LLC | 7.74% | Add +115.6% | 273,938 | $12.6M |
| Three Bridge Wealth Advisors, LLC | 3.37% | Add +0.6% | 267,339 | $12.3M |
| Johnson & White Wealth Management, LLC | 5.13% | Add +3.7% | 264,295 | $12.1M |
| Captrust Financial Advisors | 0.02% | Add +0.4% | 252,480 | $11.6M |
| Federation des caisses Desjardins du Quebec | 0.04% | New | 251,726 | $11.5M |
| UBS Group AG | 0.00% | Reduce -5.4% | 243,465 | $11.2M |
| AlphaCore Capital LLC | 0.26% | Reduce -0.4% | 239,286 | $11.0M |
| Mariner, LLC | 0.01% | Reduce -0.5% | 226,850 | $10.4M |
| Regal Investment Advisors LLC | 0.46% | Add +0.6% | 174,947 | $8.0M |
| Accredited Investors Inc. | 0.42% | Reduce -0.7% | 168,807 | $7.7M |
| AQR Capital Management | 0.00% | Add +7.2% | 159,688 | $7.3M |
| Creative Planning | 0.00% | Add +2.8% | 157,276 | $7.2M |
| Arlington Financial Advisors, LLC | 1.02% | Reduce -4.3% | 156,382 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Add +6.8% | 150,475 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -0.1% | 147,544 | $6.8M |
| Verum Partners LLC | 1.25% | Reduce -1.1% | 143,143 | $6.6M |
| Ducere Wealth Management LLC | 2.49% | Reduce -3.7% | 136,292 | $6.3M |
| Cornerstone Wealth Management, LLC | 0.28% | Reduce -0.1% | 123,678 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 126,578 | $5.6M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -1.3% | 121,307 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 120,617 | $5.5M |
| Charles Schwab Trust Co | 0.34% | Reduce -0.4% | 115,971 | $5.3M |
| Focus Partners Wealth | 0.01% | Add +4.1% | 115,498 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.5% | 114,558 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.1% | 112,388 | $5.2M |
| Albion Financial Group | 0.33% | No change | 112,200 | $5.1M |
| Sunrise Financial Services, LLC | 3.23% | Add +115340.7% | 99,279 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +38.3% | 97,711 | $4.4M |
| Wealthspire Advisors, LLC | 0.03% | No change | 95,248 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 82,866 | $3.8M |
| Clearstead Advisors, LLC | 0.03% | Add +20448.3% | 82,193 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -68.5% | 81,466 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 78,928 | $3.6M |
| Crusonia Wealth Advisors LLC | 0.73% | Reduce -0.1% | 77,061 | $3.5M |
| WealthBridge Capital Management, LLC | 0.81% | Add +6.6% | 76,879 | $3.5M |
| Sound Stewardship, LLC | 1.59% | Reduce -2.4% | 75,601 | $3.5M |
| Independent Advisor Alliance | 0.04% | Add +182.2% | 73,203 | $3.4M |
| Breakwater Capital Group | 0.36% | Add +4.9% | 58,377 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -59.9% | 57,955 | $2.7M |
| FMR LLC | 0.00% | Add +11.5% | 55,588 | $2.5M |
| Diversify Wealth Management, LLC | 0.04% | New | 50,415 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.0% | 54,464 | $2.5M |
| Legacy Private Trust Co. | 0.15% | Reduce -29.5% | 53,696 | $2.5M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -2.2% | 53,608 | $2.5M |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.0% | 53,047 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +7.4% | 52,216 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +34.1% | 48,848 | $2.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -14.8% | 47,066 | $2.2M |
| Eq Wealth Advisors, LLC | 1.21% | Reduce -0.8% | 45,246 | $2.1M |
| Integrity Alliance, Llc. | 0.08% | Reduce -51.7% | 44,239 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.31% | Reduce -6.3% | 41,491 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.9% | 40,764 | $1.9M |
| GSG Advisors LLC | 0.48% | Add +0.1% | 39,874 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +20.0% | 39,533 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.2% | 34,085 | $1.6M |
| Bell Investment Advisors, Inc | 0.24% | Reduce -2.2% | 33,668 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +581.1% | 33,299 | $1.5M |
| US Bancorp \de | 0.00% | Add +4.1% | 33,189 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +11.5% | 33,048 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -33.8% | 32,718 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +3.1% | 32,383 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 31,160 | $1.4M |
| Resonant Capital Advisors, LLC | 0.07% | Add +1.6% | 30,390 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 28,480 | $1.3M |
| Whipplewood Advisors, LLC | 0.67% | Reduce -1.8% | 28,100 | $1.3M |
| KWB Wealth | 0.12% | Reduce -1.3% | 26,992 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 26,554 | $1.2M |
| New England Private Wealth Advisors LLC | 0.13% | Add +0.0% | 25,072 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +12.9% | 24,932 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 24,534 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 24,257 | $1.1M |
| Shakespeare Wealth Management, LLC | 0.25% | No change | 23,098 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +13.1% | 22,798 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -1.5% | 22,764 | $1.0M |
| M Holdings Securities, Inc. | 0.07% | No change | 22,425 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.0% | 22,267 | $1.0M |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -2.1% | 21,970 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.49% | Add +4.0% | 20,862 | $957K |
| Smith Salley Wealth Management | 0.05% | No change | 20,743 | $951K |
| Citigroup Inc. | 0.00% | Add +0.2% | 20,096 | $922K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 19,380 | $889K |
| Pacific Center for Financial Services | 0.23% | Reduce -2.4% | 19,356 | $888K |
"% 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.