PRF Institutional Ownership
Invesco RAFI US 1000 ETF
1W: -0.9%
1M: -2.3%
3M: +0.7%
YTD: +15.9%
1Y: +20.9%
3Y: +78.9%
5Y: +83.3%
$54.83
+0.25 (+0.46%)
Weekly Expected Move ±1.2%
$53
$54
$55
$55
$56
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — PRF
618
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
61
New Positions
177
Increased
187
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (645 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 10,913,014 | $598M | -189,855 | -1.7% | 15Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 7,906,162 | $433M | +316,100 | +4.2% | 16Q | SEC ↗ |
| 3 | PNC Financial Services Group, Inc. | 4,845,541 | $266M | -250,949 | -4.9% | 15Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 4,787,226 | $262M | -40,425 | -0.8% | 33Q | SEC ↗ |
| 5 | Waverly Advisors, LLC | 3,577,537 | $196M | -82,038 | -2.2% | 33Q | SEC ↗ |
| 6 | Mariner, LLC | 3,028,669 | $166M | +44,516 | +1.5% | 33Q | SEC ↗ |
| 7 | LPL Financial LLC | 2,999,878 | $164M | +200,988 | +7.2% | 33Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 2,717,237 | $149M | +181,350 | +7.2% | 33Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 2,244,137 | $123M | +186,900 | +9.1% | 33Q | SEC ↗ |
| 10 | D.A. DAVIDSON & CO. | 2,175,841 | $119M | +66,566 | +3.2% | 33Q | SEC ↗ |
| 11 | MORGAN STANLEY | 2,130,186 | $117M | +6,885 | +0.3% | 33Q | SEC ↗ |
| 12 | Arbor Investment Advisors, LLC | 2,054,047 | $113M | +26,070 | +1.3% | 33Q | SEC ↗ |
| 13 | Linscomb Wealth, Inc. | 1,930,191 | $106M | -45,778 | -2.3% | 23Q | SEC ↗ |
| 14 | CI INVESTMENTS INC. NEW | 1,594,635 | $87M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Focus Partners Wealth | 1,590,833 | $87M | -116,111 | -6.8% | 11Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,581,355 | $87M | -352,129 | -18.2% | 33Q | SEC ↗ |
| 17 | Berman McAleer LLC | 1,558,975 | $85M | -12,564 | -0.8% | 4Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 1,539,147 | $84M | +35,966 | +2.4% | 7Q | SEC ↗ |
| 19 | Invesco Ltd. | 1,481,520 | $81M | -1,595,397 | -51.9% | 33Q | SEC ↗ |
| 20 | Pinnacle Financial Partners, Inc. | 1,283,319 | $70M | +17,685 | +1.4% | 3Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 1,231,992 | $68M | -1,050 | -0.1% | 33Q | SEC ↗ |
| 22 | Larson Financial Group LLC | 1,123,915 | $62M | +101,513 | +9.9% | 17Q | SEC ↗ |
| 23 | RFG Advisory, LLC | 1,100,004 | $60M | -34,253 | -3.0% | 33Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 971,329 | $53M | +22,444 | +2.4% | 33Q | SEC ↗ |
| 25 | Holt Capital Advisors, L.L.C. dba Holt | 910,610 | $50M | -21,507 | -2.3% | 33Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 882,845 | $48M | +60,805 | +7.4% | 14Q | SEC ↗ |
| 27 | Garrett Wealth Advisory Group, LLC | 805,225 | $44M | +9,187 | +1.2% | 20Q | SEC ↗ |
| 28 | UBS Group AG | 780,830 | $43M | -5,940 | -0.8% | 33Q | SEC ↗ |
| 29 | AlphaCore Capital LLC | 767,465 | $42M | -41,322 | -5.1% | 6Q | SEC ↗ |
| 30 | GRIMES & Co WEALTH MANAGEMENT, LLC | 745,956 | $41M | -15,675 | -2.1% | 33Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 715,210 | $39M | +57,522 | +8.7% | 26Q | SEC ↗ |
| 32 | Penserra Capital Management LLC | 714,113 | $39M | +172,715 | +31.9% | 2Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. | 668,640 | $37M | +11,866 | +1.8% | 27Q | SEC ↗ |
| 34 | Pinnacle Financial Group, LLC / IL | 665,074 | $36M | -3,201 | -0.5% | 19Q | SEC ↗ |
| 35 | ROTHSCHILD INVESTMENT LLC | 656,475 | $36M | +13,466 | +2.1% | 11Q | SEC ↗ |
| 36 | WCG Wealth Advisors LLC | 622,011 | $34M | +546,048 | +718.8% | 5Q | SEC ↗ |
| 37 | Klingman & Associates, LLC | 614,153 | $34M | -3,986 | -0.6% | 33Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 605,721 | $33M | +18,695 | +3.2% | 33Q | SEC ↗ |
| 39 | Charter Capital Management, LLC\DE | 604,491 | $33M | +9,327 | +1.6% | 5Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 601,650 | $33M | -22,347 | -3.6% | 32Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 582,979 | $32M | -175,915 | -23.2% | 15Q | SEC ↗ |
| 42 | Charles Schwab Trust Co | 577,465 | $32M | -59,993 | -9.4% | 18Q | SEC ↗ |
| 43 | SAXON INTERESTS, INC. | 575,363 | $32M | +71,733 | +14.2% | 11Q | SEC ↗ |
| 44 | Boulder Wealth Advisors, LLC | 565,247 | $31M | +14,904 | +2.7% | 4Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 549,418 | $30M | -4,213 | -0.8% | 27Q | SEC ↗ |
| 46 | BOYUM WEALTH ARCHITECTS LLC | 535,648 | $29M | +17,434 | +3.4% | 6Q | SEC ↗ |
| 47 | NATIONAL BANK OF CANADA /FI | 526,029 | $29M | -5,822 | -1.1% | 19Q | SEC ↗ |
| 48 | AQR CAPITAL MANAGEMENT LLC | 524,792 | $29M | +120,764 | +29.9% | 6Q | SEC ↗ |
| 49 | Pathstone Holdings, LLC | 518,814 | $28M | -15,391 | -2.9% | 11Q | SEC ↗ |
| 50 | Cambridge Investment Research Advisors | 517,849 | $28M | +21,494 | +4.3% | 33Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CI INVESTMENTS INC. | 1,594,635 | $87M |
| GATEWAY INVESTMENT ADVISERS LLC | 32,050 | $2M |
| Envision Financial Transparency, LL | 28,528 | $2M |
| Nuveen, LLC | 18,371 | $1M |
| KINTRA WEALTH, LLC | 15,903 | $872K |
| FSA WEALTH PARTNERS, INC. | 12,185 | $668K |
| LJI Wealth Management, LLC | 11,000 | $603K |
| Y-Intercept (Hong Kong) Ltd | 10,891 | $597K |
| D. E. Shaw & Co., Inc. | 8,876 | $487K |
| XTX Topco Ltd | 7,799 | $428K |
| JMG Financial Group, Ltd. | 7,438 | $408K |
| Diversify Advisory Services, LLC | 6,878 | $377K |
| FLOW TRADERS U.S. LLC | 6,877 | $377K |
| Diesslin Group, Inc. | 6,488 | $356K |
| Permanent Capital Management, LP | 6,286 | $345K |
| Clark Capital Management Group, Inc | 6,263 | $343K |
| Brooklyn Investment Group | 6,246 | $342K |
| COMPASS FINANCIAL MANAGEMENT LLC | 5,951 | $326K |
| StoneX Group Inc. | 5,805 | $318K |
| Global Retirement Partners, LLC | 5,441 | $298K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Goodman Advisory Group, LLC | 386,316 | $21M |
| SEVEN MILE ADVISORY | 166,905 | $9M |
| WIN ADVISORS, INC | 98,799 | $5M |
| SUMMITRY LLC | 36,015 | $2M |
| SkyView Investment Advisors, LLC | 17,208 | $944K |
| READYSTATE ASSET MANAGEMENT LP | 16,080 | $882K |
| WealthShield Partners, LLC | 15,255 | $836K |
| EVOKE WEALTH, LLC | 14,440 | $792K |
| M Holdings Securities, Inc. | 13,449 | $737K |
| Stratos Wealth Advisors, LLC | 13,041 | $715K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,037 | $715K |
| Maridea Wealth Management LLC | 10,566 | $579K |
| COMMERCE BANK | 7,662 | $420K |
| TIAA TRUST, NATIONAL ASSOCIATION | 7,575 | $415K |
| Cedar Point Capital Partners, LLC | 7,328 | $402K |
| Symphony Financial, Ltd. Co. | 7,298 | $400K |
| Range Advisory, LLC | 6,249 | $343K |
| HRT FINANCIAL LP | 6,208 | $340K |
| GTS SECURITIES LLC | 6,108 | $335K |
| GUIDANCE CAPITAL, INC | 5,793 | $318K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WCG Wealth Advisors LLC | +546,048 | +718.8% | 622,011 |
| AMERIPRISE FINANCIAL INC | +316,100 | +4.2% | 7,906,162 |
| LPL Financial LLC | +200,988 | +7.2% | 2,999,878 |
| WELLS FARGO & COMPANY/MN | +186,900 | +9.1% | 2,244,137 |
| COMMONWEALTH EQUITY SERVICES, LLC | +181,350 | +7.2% | 2,717,237 |
| Penserra Capital Management LLC | +172,715 | +31.9% | 714,113 |
| AQR CAPITAL MANAGEMENT LLC | +120,764 | +29.9% | 524,792 |
| Larson Financial Group LLC | +101,513 | +9.9% | 1,123,915 |
| GOLDMAN SACHS GROUP INC | +96,737 | +183.8% | 149,370 |
| SAXON INTERESTS, INC. | +71,733 | +14.2% | 575,363 |
| D.A. DAVIDSON & CO. | +66,566 | +3.2% | 2,175,841 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +60,805 | +7.4% | 882,845 |
| JONES FINANCIAL COMPANIES LLLP | +58,251 | +22.9% | 312,306 |
| OSAIC HOLDINGS, INC. | +57,522 | +8.7% | 715,210 |
| Cornerstone Wealth Management, LLC | +55,586 | +16.2% | 399,520 |
| Quantinno Capital Management LP | +48,096 | +22.5% | 261,666 |
| Mariner, LLC | +44,516 | +1.5% | 3,028,669 |
| Wealthspire Advisors, LLC | +39,250 | +17.8% | 259,970 |
| Cresset Asset Management, LLC | +36,327 | +121.4% | 66,251 |
| RAYMOND JAMES FINANCIAL INC | +35,966 | +2.4% | 1,539,147 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -1,595,397 | -51.9% | 1,481,520 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -352,129 | -18.2% | 1,581,355 |
| PNC Financial Services Group, Inc. | -250,949 | -4.9% | 4,845,541 |
| BANK OF AMERICA CORP /DE | -189,855 | -1.7% | 10,913,014 |
| Corient Private Wealth LP | -175,915 | -23.2% | 582,979 |
| CAPTRUST FINANCIAL ADVISORS | -129,613 | -26.3% | 362,647 |
| Focus Partners Wealth | -116,111 | -6.8% | 1,590,833 |
| Waverly Advisors, LLC | -82,038 | -2.2% | 3,577,537 |
| Charles Schwab Trust Co | -59,993 | -9.4% | 577,465 |
| Independent Advisor Alliance | -57,950 | -61.8% | 35,818 |
| Linscomb Wealth, Inc. | -45,778 | -2.3% | 1,930,191 |
| AlphaCore Capital LLC | -41,322 | -5.1% | 767,465 |
| ENVESTNET ASSET MANAGEMENT INC | -40,425 | -0.8% | 4,787,226 |
| Stonebridge Financial Group, LLC | -38,890 | -12.8% | 265,962 |
| RFG Advisory, LLC | -34,253 | -3.0% | 1,100,004 |
| Forvis Mazars Wealth Advisors, LLC | -32,825 | -6.5% | 474,260 |
| RENAISSANCE TECHNOLOGIES LLC | -24,294 | -81.5% | 5,506 |
| Gateway Wealth Partners, LLC | -23,108 | -66.7% | 11,528 |
| JPMORGAN CHASE & CO | -22,347 | -3.6% | 601,650 |
| Holt Capital Advisors, L.L.C. dba H | -21,507 | -2.3% | 910,610 |