Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RAFI US 1500
-
Total 13F shares
-
2,811,387
-
Share change
-
+58,938
-
Total reported value
-
$129,993,226
-
Price per share
-
$45.89
-
Number of holders
-
58
-
Value change
-
+$2,859,406
-
Number of buys
-
17
-
Number of sells
-
20
Institutional Holders of INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,811,387 shares.
The largest 10 holders included
Stonebridge Financial Group, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Arlington Financial Advisors, LLC, Dynamic Advisor Solutions LLC, Verum Partners LLC, Perigon Wealth Management, LLC, Charles Schwab Trust Co, ALBION FINANCIAL GROUP /UT, Legacy Private Trust Co., and WealthBridge Capital Management, LLC.
This page lists
58
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.