Vault-13

INVESCO EXCHANGE TRADED FD T PRF

RAFI US 1000 ETF · ETP · CUSIP 46137V613

564 institutional holders +3 vs Q4 2025
104,787,021104.8m shares reported held*
$5.0bnreported value*
32 new 165 added 173 reduced 27 sold out net sold ≈ $50.2m (-1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.51.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 394Q4 22: 411Q1 23: 420Q2 23: 430Q3 23: 431Q4 23: 464Q1 24: 485Q2 24: 481Q3 24: 488Q4 24: 513Q1 25: 513Q2 25: 535Q3 25: 540Q4 25: 561Q1 26: 564564Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022394
Q4 2022411
Q1 2023420
Q2 2023430
Q3 2023431
Q4 2023464
Q1 2024485
Q2 2024481
Q3 2024488
Q4 2024513
Q1 2025513
Q2 2025535
Q3 2025540
Q4 2025561
Q1 2026564

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 160 bought or addedQ2 24: 172 cut or sold outQ3 24: 182 bought or addedQ3 24: 154 cut or sold outQ3 24Q4 24: 163 bought or addedQ4 24: 175 cut or sold outQ1 25: 177 bought or addedQ1 25: 186 cut or sold outQ1 25Q2 25: 211 bought or addedQ2 25: 182 cut or sold outQ3 25: 194 bought or addedQ3 25: 199 cut or sold outQ3 25Q4 25: 213 bought or addedQ4 25: 169 cut or sold outQ1 26: 197 bought or addedQ1 26: 200 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024160172
Q3 2024182154
Q4 2024163175
Q1 2025177186
Q2 2025211182
Q3 2025194199
Q4 2025213169
Q1 2026197200

Biggest buyers

Penserra Capital Management LLC New +541,398+541.4k
WELLS FARGO & COMPANY/MN Added +255,018+255.0k
Wood Tarver Financial Group, LLC Added +217,838+217.8k
Larson Financial Group LLC Added +151,680+151.7k
FIFTH THIRD BANCORP Added +131,485+131.5k
Avidian Wealth Enterprises, LLC Added +123,704+123.7k
Arkadios Wealth Advisors Added +123,647+123.6k
Bouvel Investment Partners, LLC Added +118,706+118.7k
AQR CAPITAL MANAGEMENT LLC Added +107,153+107.2k
BANK OF AMERICA CORP /DE/ Added +92,636+92.6k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,767,211-1.8m
Corient Private Wealth LP Reduced -734,040-734.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -477,377-477.4k
SEVEN MILE ADVISORY Sold out -166,905-166.9k
Linscomb Wealth, Inc. Reduced -153,414-153.4k
RFG Advisory, LLC Reduced -152,073-152.1k
Mariner, LLC Reduced -151,263-151.3k
AMERIPRISE FINANCIAL INC Reduced -122,366-122.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -111,956-112.0k
WIN ADVISORS, INC Sold out -98,799-98.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 11,102,86911.1m $527.7m $527.7m 0.04% Added +92.6k +92,636
2 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 7,590,0627.6m $360.7m $360.7m 0.08% Reduced -122.4k -122,366
3 PNC Financial Services Group, Inc. 0.14% of their portfolio Pittsburgh, PA 5,096,4905.1m $242.2m $242.2m 0.14% Reduced -95.9k -95,895
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 4,827,6514.8m $229.5m $229.5m 0.06% Added +43.2k +43,160
5 Waverly Advisors, LLC 1.31% of their portfolio BIRMINGHAM, AL 3,659,5753.7m $173.9m $173.9m 1.31% Reduced -43.6k -43,645
6 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 3,076,9173.1m $146.2m $146.2m 0.01% Added +5.0k +4,992
7 Mariner, LLC 0.17% of their portfolio Overland Park, KS 2,984,1533.0m $141.8m $141.8m 0.17% Reduced -151.3k -151,263
8 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,798,8902.8m $133.0m $133.0m 0.04% Added +71.4k +71,429
9 COMMONWEALTH EQUITY SERVICES, LLC 0.17% of their portfolio WALTHAM, MA 2,535,8872.5m $120.5m $120.5m 0.17% Reduced -477.4k -477,377
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,123,3012.1m $100.9m $100.9m 0.01% Reduced -12.6k -12,564
11 D.A. DAVIDSON & CO. 0.61% of their portfolio GREAT FALLS, MT 2,109,2752.1m $100.3m $100.3m 0.61% Added +53.4k +53,433
12 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,057,2372.1m $97.8m $97.8m 0.02% Added +255.0k +255,018
13 Arbor Investment Advisors, LLC 12.55% of their portfolio WINSTON SALEM, NC 2,027,9772.0m $96.4m $96.4m 12.55% Added +97 +97
14 Linscomb Wealth, Inc. 4.18% of their portfolio Houston, TX 1,975,9692.0m $93.9m $93.9m 4.18% Reduced -153.4k -153,414
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 1,933,4841.9m $91.9m $91.9m 0.06% Added +64.6k +64,628
16 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 1,706,9441.7m $81.2m $81.2m 0.09% Reduced -7.6k -7,572
17 Berman McAleer LLC 10.19% of their portfolio TIMONIUM, MD 1,571,5391.6m $74.7m $74.7m 10.19% Added +6.2k +6,236
18 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,503,1811.5m $71.4m $71.4m 0.02% Added +83.8k +83,815
19 Pinnacle Financial Partners, Inc. 0.46% of their portfolio ATLANTA, GA 1,265,6341.3m $60.2m $60.2m 0.46% Added +7.8k +7,801
20 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,233,0421.2m $58.6m $58.6m 0.01% Added +34.2k +34,227
21 RFG Advisory, LLC 0.99% of their portfolio BIRMINGHAM, AL 1,134,2571.1m $53.9m $53.9m 0.99% Reduced -152.1k -152,073
22 Larson Financial Group LLC 1.56% of their portfolio ST LOUIS, MO 1,022,4021.0m $48.6m $48.6m 1.56% Added +151.7k +151,680
23 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 948,885948.9k $45.1m $45.1m 0.05% Added +22.7k +22,749
24 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.97% of their portfolio FORT WORTH, TX 932,117932.1k $44.3m $44.3m 5.97% Reduced -7.7k -7,711
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 822,040822.0k $39.3m $39.3m 0.09% Reduced -1.8m -1,767,211
26 AlphaCore Capital LLC 0.91% of their portfolio LA JOLLA, CA 808,787808.8k $38.4m $38.4m 0.91% Reduced -82.3k -82,256
27 Garrett Wealth Advisory Group, LLC 6.73% of their portfolio WEATHERFORD, TX 796,038796.0k $37.8m $37.8m 6.73% Reduced -14.0k -14,006
28 UBS Group AG 0.01% of their portfolio ZURICH, V8 786,770786.8k $37.4m $37.4m 0.01% Reduced -28.2k -28,165
29 GRIMES & Co WEALTH MANAGEMENT, LLC 1.00% of their portfolio WESTBOROUGH, MA 761,631761.6k $36.2m $36.2m 1.00% Reduced -12.2k -12,226
30 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 758,894758.9k $35.9m $35.9m 0.05% Reduced -734.0k -734,040
31 Pinnacle Financial Group, LLC / IL 8.71% of their portfolio WESTERN SPRINGS, IL 668,275668.3k $31.8m $31.8m 8.71% Reduced -2.1k -2,109
32 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 657,688657.7k $31.3m $31.3m 0.05% Added +62.6k +62,592
33 Equitable Holdings, Inc. 0.20% of their portfolio NEW YORK, NY 656,774656.8k $30.8m $30.8m 0.20% Reduced -4.3k -4,283
34 ROTHSCHILD INVESTMENT LLC 1.60% of their portfolio CHICAGO, IL 643,009643.0k $30.6m $30.6m 1.60% Added +23.3k +23,309
35 Charles Schwab Trust Co 1.96% of their portfolio HENDERSON, NV 637,458637.5k $30.3m $30.3m 1.96% Reduced -11.9k -11,922
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 623,997624.0k $29.0m $29.0m 0.00% Added +38.4k +38,360
37 Klingman & Associates, LLC 1.41% of their portfolio New York, NY 618,139618.1k $29.4m $29.4m 1.41% Reduced -63.4k -63,426
38 Charter Capital Management, LLC\DE 14.16% of their portfolio BROOKFIELD, WI 595,164595.2k $28.3m $28.3m 14.16% Added +9.0k +9,011
39 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 587,026587.0k $27.9m $27.9m 0.03% Reduced -56.2k -56,179
40 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 553,631553.6k $26.3m $26.3m 0.04% Reduced -2.8k -2,811
41 Boulder Wealth Advisors, LLC 10.44% of their portfolio BOULDER, CO 550,343550.3k $26.2m $26.2m 10.44% Added +62.2k +62,161
42 Penserra Capital Management LLC 0.30% of their portfolio ORINDA, CA 541,398541.4k $25.7m $25.7m 0.30% New
43 Pathstone Holdings, LLC 0.10% of their portfolio ENGLEWOOD, NJ 534,205534.2k $25.4m $25.4m 0.10% Reduced -512 -512
44 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 531,851531.9k $25.3m $25.3m 0.03% Reduced -11.9k -11,864
45 BOYUM WEALTH ARCHITECTS LLC 11.22% of their portfolio BLOOMINGTON, MN 518,214518.2k $26.8m $26.8m 11.22% Added +69.5k +69,507
46 Forvis Mazars Wealth Advisors, LLC 0.46% of their portfolio Springfield, MO 507,085507.1k $24.1m $24.1m 0.46% Reduced -6.2k -6,185
47 SAXON INTERESTS, INC. 8.27% of their portfolio HOUSTON, TX 503,630503.6k $23.9m $23.9m 8.27% Reduced -12.1k -12,085
48 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 496,355496.4k $23.6m $23.6m 0.06% Added +90.5k +90,488
49 Wharton Business Group, LLC 0.89% of their portfolio MALVERN, PA 495,030495.0k $23.5m $23.5m 0.89% Added +1.9k +1,895
50 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 492,260492.3k $18.2m $18.2m 0.03% Added +3.5k +3,463
51 Breakwater Capital Group 2.86% of their portfolio PARAMUS, NJ 449,867449.9k $21.4m $21.4m 2.86% Added +656 +656
52 Pettinga Financial Advisors LLC 3.83% of their portfolio EVANSVILLE, IN 428,347428.3k $20.4m $20.4m 3.83% Added +54.1k +54,138
53 FLYNN ZITO CAPITAL MANAGEMENT, LLC 6.45% of their portfolio GARDEN CITY, NY 424,698424.7k $20.2m $20.2m 6.45% Reduced -9.7k -9,733
54 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 404,028404.0k $19.2m $19.2m 0.01% Added +107.2k +107,153
55 McIlrath & Eck, LLC 1.41% of their portfolio ARLINGTON, WA 401,266401.3k $19.1m $19.1m 1.41% Reduced -17.0k -17,043
56 World Investment Advisors 0.31% of their portfolio LINCROFT, NJ 398,063398.1k $18.9m $18.9m 0.31% Added +83.9k +83,853
57 Goodman Advisory Group, LLC 4.76% of their portfolio NEEDHAM, MA 386,316386.3k $18.4m $18.4m 4.76% Reduced -32.3k -32,347
58 Allworth Financial LP 0.07% of their portfolio FOLSOM, CA 380,700380.7k $18.1m $18.1m 0.07% Reduced -2.7k -2,698
59 Cornerstone Wealth Management, LLC 0.82% of their portfolio ST. PETERS, MO 343,934343.9k $16.3m $16.3m 0.82% Added +39.4k +39,441
60 Montz Harcus Wealth Management LLC 6.37% of their portfolio New Orleans, LA 331,940331.9k $15.8m $15.8m 6.37% Added +19.1k +19,096
61 Ted Buchan & Co 5.61% of their portfolio San Diego, CA 325,039325.0k $15.4m $15.4m 5.61% Reduced -259 -259
62 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 321,116321.1k $15.3m $15.3m 0.08% Reduced -6.6k -6,554
63 Baker Ellis Asset Management LLC 1.80% of their portfolio Vancouver, WA 318,719318.7k $15.1m $15.1m 1.80% Reduced -3.4k -3,396
64 Wealthspire Retirement, LLC 0.91% of their portfolio ALISO VIEJO, CA 317,911317.9k $15.1m $15.1m 0.91% Added +837 +837
65 Clear Harbor Asset Management, LLC 1.04% of their portfolio Stamford, CT 315,293315.3k $15.0m $15.0m 1.04% Added +3.6k +3,604
66 Stonebridge Financial Group, LLC 1.19% of their portfolio Wormleysburg, PA 304,852304.9k $14.5m $14.5m 1.19% Reduced -13.8k -13,788
67 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 297,963298.0k $14.2m $14.2m 0.02% Reduced -112.0k -111,956
68 GLENMEDE TRUST CO NA 0.07% of their portfolio PHILADELPHIA, PA 284,749284.7k $13.5m $13.5m 0.07% Reduced -9.3k -9,252
69 Essex Financial Services, Inc. 0.74% of their portfolio ESSEX, CT 275,840275.8k $13.1m $13.1m 0.74% Added +20.0k +20,010
70 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 274,782274.8k $13.1m $13.1m 0.01% Added +9.9k +9,896
71 Vestmark Advisory Solutions, Inc. 0.14% of their portfolio Wakefield, MA 265,573265.6k $12.6m $12.6m 0.14% Added +48.5k +48,504
72 Compass Financial Group, Inc. 5.62% of their portfolio DEERFIELD BEACH, FL 262,190262.2k $12.5m $12.5m 5.62% Reduced -6.6k -6,575
73 Wood Tarver Financial Group, LLC 3.39% of their portfolio BOISE, ID 257,812257.8k $12.3m $12.3m 3.39% Added +217.8k +217,838
74 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 254,055254.1k $11.9m $11.9m 0.01% Added +36.4k +36,407
75 FMR LLC 0.00% of their portfolio BOSTON, MA 236,705236.7k $11.3m $11.3m 0.00% Added +35.2k +35,162
76 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.59% of their portfolio SAN FRANCISCO, CA 236,444236.4k $11.2m $11.2m 0.59% Reduced -3.7k -3,695
77 Rodgers & Associates, LTD 1.13% of their portfolio Lancaster, PA 233,696233.7k $11.1m $11.1m 1.13% Reduced -11.6k -11,555
78 IEQ CAPITAL, LLC 0.05% of their portfolio Foster City, CA 228,549228.5k $10.9m $10.9m 0.05% Added +77 +77
79 Trinity Legacy Partners, LLC 2.39% of their portfolio HOUSTON, TX 221,078221.1k $11.0m $11.0m 2.39% Added +1.7k +1,696
80 Wealthspire Advisors, LLC 0.08% of their portfolio NEW YORK, NY 220,720220.7k $10.5m $10.5m 0.08% Reduced -945 -945
81 JNBA Financial Advisors 0.87% of their portfolio BLOOMINGTON, MN 218,649218.6k $10.4m $10.4m 0.87% Reduced -13.9k -13,895
82 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 213,570213.6k $10.2m $10.2m 0.02% Added +66.2k +66,221
83 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 198,845198.8k $9.5m $9.5m 0.01% Added +15.5k +15,539
84 Bouvel Investment Partners, LLC 2.73% of their portfolio PHOENIXVILLE, PA 198,295198.3k $9.4m $9.4m 2.73% Added +118.7k +118,706
85 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 196,759196.8k $9.4m $9.4m 0.17% Added +6.1k +6,130
86 Arlington Financial Advisors, LLC 1.30% of their portfolio SANTA BARBARA, CA 191,899191.9k $9.1m $9.1m 1.30% Reduced -7.5k -7,510
87 Woodside Wealth Management LLC 6.48% of their portfolio FRAMINGHAM, MA 174,410174.4k $8.3m $8.3m 6.48% Added +4.7k +4,705
88 Marion Wealth Management 1.80% of their portfolio MONROEVILLE, PA 170,961171.0k $8.1m $8.1m 1.80% Reduced -24.8k -24,772
89 WIMMER ASSOCIATES 1, LLC 3.96% of their portfolio PASADENA, CA 170,559170.6k $8.1m $8.1m 3.96% Reduced -15 -15
90 Resonant Capital Advisors, LLC 0.42% of their portfolio Madison, WI 170,207170.2k $8.1m $8.1m 0.42% Added +4.1k +4,075
91 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 157,137157.1k $7.5m $7.5m 0.02% Added +17.9k +17,924
92 Arkadios Wealth Advisors 0.12% of their portfolio ATLANTA, GA 156,793156.8k $7.5m $7.5m 0.12% Added +123.6k +123,647
93 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 153,748153.7k $7.3m $7.3m 0.02% Added +14.2k +14,164
94 Prosperity Consulting Group, LLC 0.31% of their portfolio OWINGS MILLS, MD 148,735148.7k $7.1m $7.1m 0.31% Reduced -21.1k -21,150
95 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 142,688142.7k $6.8m $6.8m 0.01% Added +1.5k +1,469
96 Three Bridge Wealth Advisors, LLC 1.85% of their portfolio LOS ALTOS, CA 141,547141.5k $6.7m $6.7m 1.85% Reduced -3.6k -3,601
97 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 140,620140.6k $6.7m $6.7m 0.02% Added +20.4k +20,404
98 Ellevest, Inc. 0.92% of their portfolio NEW YORK, NY 139,502139.5k $6.6m $6.6m 0.92% Added +396 +396
99 Intelligence Driven Advisers, LLC 1.15% of their portfolio CARLSBAD, CA 138,356138.4k $6.6m $6.6m 1.15% Reduced -4.8k -4,750
100 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 138,282138.3k $6.6m $6.6m 0.02% Added +14.9k +14,882