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 |
| Marquette Asset Management, LLC | 0.13% | No change | 18,928 | $868K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.2% | 18,503 | $849K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 18,455 | $847K |
| Northern Trust Corp. | 0.00% | Add +11.9% | 18,420 | $845K |
| Parallel Advisors, LLC | 0.02% | No change | 18,400 | $844K |
| Waddell & Associates, LLC | 0.05% | Reduce -2.2% | 17,872 | $820K |
| Integrated Advisors Network LLC | 0.04% | Reduce -11.8% | 17,526 | $804K |
| PFG Advisors | 0.04% | Reduce -52.8% | 17,367 | $797K |
| Merit Financial Group, LLC | 0.01% | Add +208.1% | 17,200 | $789K |
| Advance Capital Management, Inc. | 0.03% | Add +3.0% | 17,172 | $788K |
| Legacy Trust | 0.15% | No change | 17,065 | $783K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 16,985 | $779K |
| MAI Capital Management | 0.00% | Reduce -4.0% | 16,572 | $760K |
| First Manhattan Co. Llc. | 0.00% | New | 15,652 | $718K |
| Wealthfront Advisers LLC | 0.00% | Add +19.7% | 15,459 | $709K |
| Lido Advisors, LLC | 0.00% | Reduce -43.1% | 14,994 | $688K |
| Silver Oak Securities, Incorporated | 0.05% | Add +6.0% | 14,982 | $687K |
| Harbour Capital Advisors, LLC | 0.13% | No change | 13,500 | $681K |
| Golden Bell Financial Planning LLC | 0.52% | No change | 14,205 | $652K |
| RiverFront Investment Group, LLC | 0.01% | Add +11.9% | 14,094 | $646K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +645.9% | 13,911 | $638K |
| NewEdge Advisors, LLC | 0.00% | Add +13.4% | 13,855 | $636K |
| Natixis Advisors, LLC | 0.00% | New | 13,678 | $627K |
| Oxler Private Wealth LLC | 0.20% | Reduce -4.5% | 13,633 | $625K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -0.6% | 13,466 | $618K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +54.0% | 13,445 | $617K |
| Atria Investments, Inc | 0.01% | Add +23.5% | 13,136 | $603K |
| Revolve Wealth Partners, LLC | 0.08% | No change | 12,997 | $596K |
| Cresset Asset Management, LLC | 0.00% | Add +23.8% | 12,850 | $589K |
| Larson Financial Group LLC | 0.02% | Reduce -19.8% | 12,748 | $585K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.6% | 12,477 | $572K |
| BlackRock, Inc. | 0.00% | Add +145.3% | 12,419 | $570K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 12,336 | $566K |
| Sterling Financial Planning, Inc. | 0.16% | Reduce -7.5% | 12,122 | $556K |
| Cwm, LLC | 0.00% | Add +97.1% | 11,984 | $550K |
| Glenmede Trust Co. NA | 0.00% | Add +0.2% | 11,825 | $542K |
| Firethorn Wealth Partners, LLC | 0.19% | Add +94.3% | 11,574 | $531K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -0.1% | 11,549 | $530K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 11,413 | $524K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.1% | 11,263 | $517K |
| Harbour Investment Management LLC | 0.27% | No change | 11,004 | $505K |
| Arax Advisory Partners | 0.01% | Add +0.0% | 10,938 | $502K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 10,930 | $501K |
| EnRich Financial Partners LLC | 0.13% | Reduce -0.5% | 10,849 | $498K |
| Virtus Family Office LLC | 0.41% | New | 10,501 | $482K |
| AIMZ Investment Advisors, LLC | 0.15% | No change | 10,500 | $482K |
| Trailhead Planners LLC | 0.46% | No change | 10,460 | $480K |
| Capital Investment Advisors, LLC | 0.01% | Add +89.9% | 10,409 | $477K |
| Navigate Wealth Management, LLC | 0.33% | — | 9,451 | $475K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -3.9% | 10,155 | $466K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 10,006 | $459K |
| First Hawaiian Bank | 0.06% | No change | 9,855 | $452K |
| WealthShield Partners, LLC | 0.05% | Reduce -4.8% | 9,775 | $448K |
| Prairiewood Capital, LLC | 0.13% | No change | 9,725 | $446K |
| TopTier Wealth Management, LLC | 0.27% | Reduce -1.3% | 9,669 | $444K |
| Townsend Asset Management Corp. /NC/ | 0.16% | Add +9.8% | 9,467 | $434K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 8,880 | $407K |
| Sigma Planning Corp | 0.01% | Reduce -1.9% | 8,622 | $396K |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 8,432 | $387K |
| Invariant Investment Management | 0.24% | No change | 8,000 | $385K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.6% | 8,304 | $384K |
| Flatrock Wealth Partners LLC | 0.17% | No change | 8,331 | $382K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.9% | 8,204 | $376K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | No change | 8,194 | $376K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +61.6% | 8,181 | $375K |
| Regions Financial Corp. | 0.00% | No change | 8,056 | $370K |
| Trilogy Capital Inc. | 0.02% | No change | 7,975 | $366K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.1% | 7,805 | $358K |
| &partners | 0.00% | Add +45.6% | 7,746 | $355K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 7,745 | $355K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 7,698 | $353K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,420 | $340K |
| Spire Wealth Management | 0.01% | Add +4.2% | 7,410 | $340K |
| CENTRAL TRUST Co | 0.01% | No change | 7,356 | $337K |
| Vise Technologies, Inc. | 0.01% | No change | 7,306 | $335K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 7,252 | $333K |
| Colonial Trust Advisors | 0.03% | No change | 7,150 | $328K |
| Blair William & Co. | 0.00% | No change | 7,122 | $327K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 7,044 | $323K |
| Vertex Planning Partners, LLC | 0.06% | Add +0.1% | 7,042 | $323K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.8% | 6,913 | $317K |
| Mascoma Wealth Management LLC | 0.06% | No change | 6,800 | $312K |
| Courier Capital LLC | 0.02% | No change | 6,750 | $310K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.1% | 6,689 | $307K |
| Financial Alternatives, Inc | 0.16% | Reduce -1.9% | 6,563 | $301K |
| Brown Advisory Inc. | 0.00% | Reduce -9.6% | 6,495 | $298K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,470 | $297K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -8.1% | 6,419 | $294K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -13.1% | 6,415 | $294K |
| Principle Wealth Partners LLC | 0.02% | No change | 6,000 | $275K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +0.2% | 5,838 | $268K |
| Cidel Asset Management Inc. | 0.01% | No change | 5,790 | $266K |
| Bank of Montreal | 0.00% | Add +5.0% | 5,768 | $265K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,720 | $262K |
| Fermata Advisors, LLC | 0.06% | Reduce -0.2% | 5,714 | $262K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 5,600 | $261K |
| Vident Advisory, LLC | 0.00% | Reduce -3.9% | 5,674 | $260K |
| Sheets Smith Wealth Management | 0.03% | No change | 5,670 | $260K |
| Carnegie Investment Counsel | 0.00% | No change | 5,485 | $252K |
| Mather Group, Llc. | 0.00% | Add +7.4% | 5,332 | $245K |
| Fifth Third Bancorp | 0.00% | New | 5,270 | $242K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 5,263 | $241K |
| Park Avenue Securities LLC | 0.00% | Add +9.6% | 5,224 | $240K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 5,175 | $237K |
| Intellus Advisors LLC | 0.03% | No change | 5,165 | $237K |
| Ancora Advisors LLC | 0.01% | No change | 5,100 | $234K |
| Assetmark, Inc. | 0.00% | Reduce -7.0% | 5,022 | $230K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 5,020 | $230K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,961 | $228K |
| BIP Wealth, LLC | 0.01% | New | 4,914 | $225K |
| MBL Wealth, LLC | 0.02% | No change | 4,889 | $224K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 4,904 | $224K |
| Wedmont Private Capital | 0.01% | Reduce -2.4% | 4,631 | $222K |
| Norden Group LLC | 0.02% | New | 4,757 | $218K |
| HM Payson & Co. | 0.00% | No change | 4,725 | $217K |
| Lyell Wealth Management, LP | 0.02% | Reduce -31.0% | 4,674 | $214K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,648 | $213K |
| Founders Financial Alliance, LLC | 0.04% | Add +17.2% | 4,628 | $212K |
| NewCorp Financial Services, Inc. | 0.18% | Reduce -3.9% | 4,623 | $212K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 4,560 | $209K |
| Western Financial Corp | 0.08% | New | 4,480 | $206K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.5% | 4,476 | $205K |
| Creative Capital Management Investments LLC | 0.06% | No change | 4,405 | $202K |
| Fusion Capital, LLC | 0.05% | Add +0.2% | 4,396 | $202K |
| Plancorp, LLC | 0.01% | New | 4,186 | $200K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,340 | $199K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 4,330 | $199K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -13.3% | 4,106 | $188K |
| Root Financial Partners, LLC | 0.01% | No change | 4,006 | $184K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -13.9% | 3,874 | $178K |
| Oakworth Capital, Inc. | 0.01% | Reduce -3.4% | 3,629 | $166K |
| Geneos Wealth Management Inc. | 0.00% | Add +82.6% | 3,347 | $154K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 3,193 | $146K |
| RMG Wealth Management LLC | 0.02% | New | 2,858 | $146K |
| Fortitude Family Office, LLC | 0.03% | No change | 3,114 | $143K |
| WHI TRUST Co LLC | 0.11% | No change | 3,070 | $141K |
| Vanguard Advisers Inc. | 0.00% | — | 2,989 | $137K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 2,680 | $123K |
| AE Wealth Management LLC | 0.00% | No change | 2,642 | $121K |
| Allworth Financial LP | 0.00% | Add +9.9% | 2,568 | $118K |
| Torren Management, LLC | 0.06% | Reduce -93.5% | 2,500 | $115K |
| 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 |
| Gill Capital Partners, LLC | 0.03% | New | 2,148 | $99K |
| Pioneer Family Office, LLC | 0.07% | No change | 2,105 | $97K |
| Tidemark, LLC | 0.02% | No change | 2,064 | $95K |
| Vanguard National Trust Co | 0.01% | — | 1,855 | $85K |
| Triumph Capital Management | 0.02% | Reduce -0.1% | 1,773 | $81K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,732 | $79K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,727 | $79K |
| Addison Advisors LLC | 0.02% | No change | 1,625 | $75K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.3% | 1,599 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.4% | 1,337 | $61K |
| Milestone Investment Advisors LLC | 0.01% | No change | 1,313 | $60K |
| Private Trust Co. NA | 0.01% | Reduce -1.4% | 1,304 | $60K |
| Sachetta, LLC | 0.03% | Add +0.2% | 1,105 | $51K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,055 | $48K |
| Tsfg, LLC | 0.01% | No change | 1,020 | $47K |
| Clearstead Trust, LLC | 0.01% | No change | 983 | $45K |
| Harbour Investments, Inc. | 0.00% | Add +54.1% | 968 | $44K |
| Bokf, NA | 0.00% | No change | 919 | $42K |
| Abound Wealth Management | 0.01% | Add +0.1% | 918 | $42K |
| Hoese & Co LLP | 0.03% | No change | 860 | $39K |
| Coastline Trust Co | 0.00% | New | 825 | $38K |
| Howe & Rusling Inc. | 0.00% | Reduce -29.6% | 725 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $32K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -47.3% | 680 | $31K |
| 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 |
| Barrett & Company, Inc. | 0.01% | Reduce -31.7% | 512 | $24K |
| MCF Advisors LLC | 0.00% | No change | 511 | $23K |
| Destiny Wealth Partners, LLC | 0.00% | New | 475 | $22K |
| New Republic Capital, LLC | 0.01% | No change | 470 | $22K |
| Retiremitten Financial LLC | 0.01% | — | 460 | $21K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 443 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 423 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 360 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 390 | $18K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.3% | 378 | $17K |
| Align Financial, LLC | 0.01% | Reduce -97.8% | 354 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 320 | $15K |
| Quent Capital, LLC | 0.00% | New | 317 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 320 | $14K |
| SYM FINANCIAL Corp | 0.00% | No change | 295 | $14K |
| Ankerstar Wealth, LLC | 0.01% | No change | 271 | $12K |
| Activest Wealth Management | 0.00% | No change | 258 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 250 | $11K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 243 | $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 | $10K |
| Fairway Wealth LLC | 0.00% | No change | 225 | $10K |
| 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% | No change | 175 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 167 | $8K |
| Heritage Wealth Advisors | 0.00% | No change | 160 | $7K |
| McIlrath & Eck, LLC | 0.00% | Reduce -6.4% | 147 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 128 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 140 | $6K |
| First Command Advisory Services, Inc. | 0.00% | No change | 137 | $6K |
| First Pacific Financial | 0.00% | New | 127 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 125 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 115 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 97 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -94.2% | 108 | $5K |
| WealthCollab, LLC | 0.00% | No change | 95 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 87 | $4K |
| CGC Financial Services, LLC | 0.00% | New | 75 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 70 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 61 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 41 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 20 | $918 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 19 | $871 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $459 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7 | $321 |
| Nvwm, LLC | 0.00% | New | 2 | $92 |
| Signature Resources Capital Management, LLC | 0.00% | New | 1 | $46 |
"% 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.