Vault-13

INVESCO EXCHANGE TRADED FD T PRF

RAFI US 1000 ETF · ETP · CUSIP 46137V613

588 institutional holders +24 vs Q1 2026
105,736,078105.7m shares reported held*
$5.7bnreported value*
56 new 178 added 157 reduced 27 sold out net bought ≈ $86.0m (+1.5m 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 ($17.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.04.

Trends to Q2 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: 564Q2 26: 588588Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026588

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 182 bought or addedQ3 24: 154 cut or sold outQ4 24: 163 bought or addedQ4 24: 175 cut or sold outQ4 24Q1 25: 177 bought or addedQ1 25: 186 cut or sold outQ2 25: 211 bought or addedQ2 25: 182 cut or sold outQ2 25Q3 25: 194 bought or addedQ3 25: 199 cut or sold outQ4 25: 213 bought or addedQ4 25: 169 cut or sold outQ4 25Q1 26: 197 bought or addedQ1 26: 200 cut or sold outQ2 26: 234 bought or addedQ2 26: 184 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024182154
Q4 2024163175
Q1 2025177186
Q2 2025211182
Q3 2025194199
Q4 2025213169
Q1 2026197200
Q2 2026234184

Biggest buyers

CI INVESTMENTS INC. New +1,594,635+1.6m
WCG Wealth Advisors LLC Added +546,048+546.0k
Cambridge Investment Research Advisors, Inc. Added +539,566+539.6k
AMERIPRISE FINANCIAL INC Added +316,100+316.1k
LPL Financial LLC Added +200,988+201.0k
WELLS FARGO & COMPANY/MN Added +186,900+186.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +181,350+181.3k
Penserra Capital Management LLC Added +172,715+172.7k
AQR CAPITAL MANAGEMENT LLC Added +120,764+120.8k
Larson Financial Group LLC Added +101,513+101.5k

Biggest sellers

Invesco Ltd. Reduced -1,595,397-1.6m
Goodman Advisory Group, LLC Sold out -386,316-386.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -352,129-352.1k
PNC Financial Services Group, Inc. Reduced -250,949-250.9k
BANK OF AMERICA CORP /DE/ Reduced -189,855-189.9k
Corient Private Wealth LP Reduced -175,915-175.9k
CAPTRUST FINANCIAL ADVISORS Reduced -129,613-129.6k
Focus Partners Wealth Reduced -116,111-116.1k
Waverly Advisors, LLC Reduced -82,038-82.0k
Charles Schwab Trust Co Reduced -59,993-60.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 10,913,01410.9m $589.6m $589.6m 0.04% Reduced -189.9k -189,855
2 AMERIPRISE FINANCIAL INC 0.09% of their portfolio MINNEAPOLIS, MN 7,906,1627.9m $428.8m $428.8m 0.09% Added +316.1k +316,100
3 PNC Financial Services Group, Inc. 0.13% of their portfolio Pittsburgh, PA 4,845,5414.8m $261.8m $261.8m 0.13% Reduced -250.9k -250,949
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 4,787,2264.8m $258.6m $258.6m 0.06% Reduced -40.4k -40,425
5 Waverly Advisors, LLC 1.12% of their portfolio BIRMINGHAM, AL 3,577,5373.6m $193.3m $193.3m 1.12% Reduced -82.0k -82,038
6 Mariner, LLC 0.17% of their portfolio Overland Park, KS 3,028,6693.0m $163.6m $163.6m 0.17% Added +44.5k +44,516
7 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,999,8783.0m $162.1m $162.1m 0.04% Added +201.0k +200,988
8 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 2,717,2372.7m $146.8m $146.8m 0.18% Added +181.3k +181,350
9 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,244,1372.2m $121.3m $121.3m 0.02% Added +186.9k +186,900
10 D.A. DAVIDSON & CO. 0.65% of their portfolio GREAT FALLS, MT 2,175,8412.2m $117.6m $117.6m 0.65% Added +66.6k +66,566
11 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,130,1862.1m $115.1m $115.1m 0.01% Added +6.9k +6,885
12 Arbor Investment Advisors, LLC 12.56% of their portfolio WINSTON SALEM, NC 2,054,0472.1m $111.0m $111.0m 12.56% Added +26.1k +26,070
13 Linscomb Wealth, Inc. 4.52% of their portfolio Houston, TX 1,930,1911.9m $104.3m $104.3m 4.52% Reduced -45.8k -45,778
14 CI INVESTMENTS INC. 0.28% of their portfolio TORONTO, Z4 1,594,6351.6m $86.2m $86.2m 0.28% New
15 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 1,590,8331.6m $86.0m $86.0m 0.09% Reduced -116.1k -116,111
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 1,581,3551.6m $85.4m $85.4m 0.05% Reduced -352.1k -352,129
17 Berman McAleer LLC 9.75% of their portfolio TIMONIUM, MD 1,558,9751.6m $84.2m $84.2m 9.75% Reduced -12.6k -12,564
18 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,539,1471.5m $83.2m $83.2m 0.02% Added +36.0k +35,966
19 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,481,5201.5m $80.0m $80.0m 0.01% Reduced -1.6m -1,595,397
20 Pinnacle Financial Partners, Inc. 0.47% of their portfolio ATLANTA, GA 1,283,3191.3m $69.3m $69.3m 0.47% Added +17.7k +17,685
21 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,231,9921.2m $66.6m $66.6m 0.01% Reduced -1.1k -1,050
22 Larson Financial Group LLC 1.60% of their portfolio ST LOUIS, MO 1,123,9151.1m $60.7m $60.7m 1.60% Added +101.5k +101,513
23 RFG Advisory, LLC 0.93% of their portfolio BIRMINGHAM, AL 1,100,0041.1m $59.4m $59.4m 0.93% Reduced -34.3k -34,253
24 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 1,035,9211.0m $56.0m $56.0m 0.06% Added +539.6k +539,566
25 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 971,329971.3k $52.5m $52.5m 0.05% Added +22.4k +22,444
26 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.79% of their portfolio FORT WORTH, TX 910,610910.6k $49.2m $49.2m 5.79% Reduced -21.5k -21,507
27 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 882,845882.8k $48.1m $48.1m 0.08% Added +60.8k +60,805
28 Garrett Wealth Advisory Group, LLC 6.69% of their portfolio WEATHERFORD, TX 805,225805.2k $43.5m $43.5m 6.69% Added +9.2k +9,187
29 UBS Group AG 0.01% of their portfolio ZURICH, V8 780,830780.8k $42.2m $42.2m 0.01% Reduced -5.9k -5,940
30 AlphaCore Capital LLC 0.77% of their portfolio LA JOLLA, CA 767,465767.5k $41.5m $41.5m 0.77% Reduced -41.3k -41,322
31 GRIMES & Co WEALTH MANAGEMENT, LLC 0.87% of their portfolio WESTBOROUGH, MA 745,956746.0k $40.3m $40.3m 0.87% Reduced -15.7k -15,675
32 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 715,210715.2k $38.6m $38.6m 0.05% Added +57.5k +57,522
33 Penserra Capital Management LLC 0.30% of their portfolio ORINDA, CA 714,113714.1k $38.6m $38.6m 0.30% Added +172.7k +172,715
34 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 668,640668.6k $36.1m $36.1m 0.22% Added +11.9k +11,866
35 Pinnacle Financial Group, LLC / IL 8.77% of their portfolio WESTERN SPRINGS, IL 665,074665.1k $35.9m $35.9m 8.77% Reduced -3.2k -3,201
36 ROTHSCHILD INVESTMENT LLC 1.33% of their portfolio CHICAGO, IL 656,475656.5k $35.5m $35.5m 1.33% Added +13.5k +13,466
37 WCG Wealth Advisors LLC 0.80% of their portfolio LAS VEGAS, NV 622,011622.0k $33.6m $33.6m 0.80% Added +546.0k +546,048
38 Klingman & Associates, LLC 1.41% of their portfolio New York, NY 614,153614.2k $33.2m $33.2m 1.41% Reduced -4.0k -3,986
39 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 605,721605.7k $32.7m $32.7m 0.03% Added +18.7k +18,695
40 Charter Capital Management, LLC\DE 14.46% of their portfolio BROOKFIELD, WI 604,491604.5k $32.7m $32.7m 14.46% Added +9.3k +9,327
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 601,650601.6k $32.5m $32.5m 0.00% Reduced -22.3k -22,347
42 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 582,979583.0k $31.5m $31.5m 0.04% Reduced -175.9k -175,915
43 Charles Schwab Trust Co 1.74% of their portfolio HENDERSON, NV 577,465577.5k $31.2m $31.2m 1.74% Reduced -60.0k -59,993
44 SAXON INTERESTS, INC. 8.59% of their portfolio HOUSTON, TX 575,363575.4k $31.1m $31.1m 8.59% Added +71.7k +71,733
45 Boulder Wealth Advisors, LLC 11.13% of their portfolio BOULDER, CO 565,247565.2k $30.5m $30.5m 11.13% Added +14.9k +14,904
46 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 549,418549.4k $29.7m $29.7m 0.04% Reduced -4.2k -4,213
47 BOYUM WEALTH ARCHITECTS LLC 11.61% of their portfolio BLOOMINGTON, MN 535,648535.6k $29.2m $29.2m 11.61% Added +17.4k +17,434
48 NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio MONTREAL, A8 526,029526.0k $28.4m $28.4m 0.02% Reduced -5.8k -5,822
49 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 524,792524.8k $28.4m $28.4m 0.01% Added +120.8k +120,764
50 Pathstone Holdings, LLC 0.08% of their portfolio ENGLEWOOD, NJ 518,814518.8k $28.0m $28.0m 0.08% Reduced -15.4k -15,391
51 Wharton Business Group, LLC 0.89% of their portfolio MALVERN, PA 495,030495.0k $26.7m $26.7m 0.89% Unchanged
52 Forvis Mazars Wealth Advisors, LLC 0.43% of their portfolio Springfield, MO 474,260474.3k $25.6m $25.6m 0.43% Reduced -32.8k -32,825
53 Breakwater Capital Group 2.89% of their portfolio PARAMUS, NJ 446,062446.1k $24.1m $24.1m 2.89% Reduced -3.8k -3,805
54 Pettinga Financial Advisors LLC 3.72% of their portfolio EVANSVILLE, IN 429,194429.2k $23.2m $23.2m 3.72% Added +847 +847
55 FLYNN ZITO CAPITAL MANAGEMENT, LLC 6.28% of their portfolio GARDEN CITY, NY 427,695427.7k $23.1m $23.1m 6.28% Added +3.0k +2,997
56 Cornerstone Wealth Management, LLC 0.93% of their portfolio ST. PETERS, MO 399,520399.5k $21.6m $21.6m 0.93% Added +55.6k +55,586
57 World Investment Advisors 0.31% of their portfolio LINCROFT, NJ 398,063398.1k $18.9m $18.9m 0.31% Unchanged
58 Allworth Financial LP 0.09% of their portfolio FOLSOM, CA 371,630371.6k $20.1m $20.1m 0.09% Reduced -9.1k -9,070
59 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 362,647362.6k $19.6m $19.6m 0.03% Reduced -129.6k -129,613
60 Montz Harcus Wealth Management LLC 6.63% of their portfolio New Orleans, LA 344,750344.8k $18.6m $18.6m 6.63% Added +12.8k +12,810
61 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 327,806327.8k $17.7m $17.7m 0.02% Added +29.8k +29,843
62 Steward Partners Investment Advisory, LLC 0.09% of their portfolio STAMFORD, CT 324,372324.4k $17.5m $17.5m 0.09% Added +3.3k +3,256
63 Ted Buchan & Co 5.69% of their portfolio San Diego, CA 321,769321.8k $17.4m $17.4m 5.69% Reduced -3.3k -3,270
64 Baker Ellis Asset Management LLC 1.77% of their portfolio Vancouver, WA 315,796315.8k $17.1m $17.1m 1.77% Reduced -2.9k -2,923
65 Clear Harbor Asset Management, LLC 1.07% of their portfolio Stamford, CT 315,376315.4k $17.0m $17.0m 1.07% Added +83 +83
66 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 312,306312.3k $16.8m $16.8m 0.01% Added +58.3k +58,251
67 Wealthspire Retirement, LLC 0.91% of their portfolio ALISO VIEJO, CA 307,679307.7k $16.6m $16.6m 0.91% Reduced -10.2k -10,232
68 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 296,645296.6k $16.0m $16.0m 0.01% Added +21.9k +21,863
69 Essex Financial Services, Inc. 0.75% of their portfolio ESSEX, CT 278,290278.3k $15.0m $15.0m 0.75% Added +2.5k +2,450
70 Wood Tarver Financial Group, LLC 3.47% of their portfolio BOISE, ID 272,076272.1k $14.7m $14.7m 3.47% Added +14.3k +14,264
71 GLENMEDE TRUST CO NA 0.06% of their portfolio PHILADELPHIA, PA 271,469271.5k $14.7m $14.7m 0.06% Reduced -13.3k -13,280
72 Stonebridge Financial Group, LLC 1.09% of their portfolio Wormleysburg, PA 265,962266.0k $14.4m $14.4m 1.09% Reduced -38.9k -38,890
73 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 261,666261.7k $14.1m $14.1m 0.02% Added +48.1k +48,096
74 Wealthspire Advisors, LLC 0.08% of their portfolio NEW YORK, NY 259,970260.0k $14.0m $14.0m 0.08% Added +39.2k +39,250
75 Compass Financial Group, Inc. 5.93% of their portfolio DEERFIELD BEACH, FL 259,744259.7k $14.0m $14.0m 5.93% Reduced -2.4k -2,446
76 Vestmark Advisory Solutions, Inc. 0.13% of their portfolio Wakefield, MA 259,061259.1k $14.0m $14.0m 0.13% Reduced -6.5k -6,512
77 FMR LLC 0.00% of their portfolio BOSTON, MA 237,118237.1k $12.8m $12.8m 0.00% Added +413 +413
78 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.71% of their portfolio SAN FRANCISCO, CA 235,402235.4k $12.7m $12.7m 0.71% Reduced -1.0k -1,042
79 Rodgers & Associates, LTD 1.13% of their portfolio Lancaster, PA 229,435229.4k $12.4m $12.4m 1.13% Reduced -4.3k -4,261
80 IEQ CAPITAL, LLC 0.06% of their portfolio Foster City, CA 228,572228.6k $12.3m $12.3m 0.06% Added +23 +23
81 JNBA Financial Advisors 0.86% of their portfolio BLOOMINGTON, MN 210,945210.9k $11.4m $11.4m 0.86% Reduced -7.7k -7,704
82 Trinity Legacy Partners, LLC 2.30% of their portfolio HOUSTON, TX 210,581210.6k $11.5m $11.5m 2.30% Reduced -10.5k -10,497
83 Bouvel Investment Partners, LLC 2.49% of their portfolio PHOENIXVILLE, PA 204,067204.1k $11.0m $11.0m 2.49% Added +5.8k +5,772
84 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 199,277199.3k $10.8m $10.8m 0.17% Added +2.5k +2,518
85 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 195,389195.4k $10.6m $10.6m 0.01% Reduced -3.5k -3,456
86 Arlington Financial Advisors, LLC 1.31% of their portfolio SANTA BARBARA, CA 190,590190.6k $10.3m $10.3m 1.31% Reduced -1.3k -1,309
87 WIMMER ASSOCIATES 1, LLC 4.64% of their portfolio PASADENA, CA 189,779189.8k $10.3m $10.3m 4.64% Added +19.2k +19,220
88 Woodside Wealth Management LLC 6.59% of their portfolio FRAMINGHAM, MA 175,165175.2k $9.5m $9.5m 6.59% Added +755 +755
89 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 173,883173.9k $9.4m $9.4m 0.02% Added +20.1k +20,135
90 Marion Wealth Management 1.90% of their portfolio MONROEVILLE, PA 171,946171.9k $9.3m $9.3m 1.90% Added +985 +985
91 Federation des caisses Desjardins du Quebec 0.03% of their portfolio LEVIS, A8 170,687170.7k $9.2m $9.2m 0.03% Added +30.1k +30,067
92 Resonant Capital Advisors, LLC 0.44% of their portfolio Madison, WI 170,207170.2k $9.2m $9.2m 0.44% Unchanged
93 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 167,883167.9k $9.1m $9.1m 0.01% Added +29.9k +29,883
94 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 164,935164.9k $8.9m $8.9m 0.02% Added +7.8k +7,798
95 Arkadios Wealth Advisors 0.13% of their portfolio ATLANTA, GA 152,694152.7k $8.3m $8.3m 0.13% Reduced -4.1k -4,099
96 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 149,370149.4k $8.1m $8.1m 0.00% Added +96.7k +96,737
97 Prosperity Consulting Group, LLC 0.30% of their portfolio OWINGS MILLS, MD 148,117148.1k $8.0m $8.0m 0.30% Reduced -618 -618
98 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 146,483146.5k $7.9m $7.9m 0.02% Added +8.2k +8,201
99 Three Bridge Wealth Advisors, LLC 1.94% of their portfolio LOS ALTOS, CA 143,409143.4k $7.7m $7.7m 1.94% Added +1.9k +1,862
100 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 141,996142.0k $7.7m $7.7m 0.01% Reduced -692 -692