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Public ownership evidence

Invesco Exchange-Traded Fund Trust Invesco RAFI US 1500 Small-Mid ETF (PRFZ) Ownership Disclosures

Read PRFZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2813,278$740,520None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-268,194$376,023None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-212,148$119,794None
Archer Investment Corp2026-06-302026-08-20253$14,110None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2063,128$3,520,665None
Beacon Pointe Advisors, LLC2026-06-302026-08-1910,303$574,584None
Corient Private Wealth LP2026-06-302026-08-1815,344$855,740None
Equitable Holdings, Inc.2026-06-302026-08-18286,779$15,993,647None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15241,085$13,445,310None
Modern Wealth Management, LLC2026-06-302026-08-1553,047$2,958,431None
Milestone Investment Advisors LLC2026-06-302026-08-151,313$73,206None
Flatrock Wealth Partners LLC2026-06-302026-08-158,346$465,478None
Vertex Planning Partners, LLC2026-06-302026-08-1513,149$733,340None
Ameritas Advisory Services, LLC2026-06-302026-08-154,885$272,441None
WCG Wealth Advisors LLC2026-06-302026-08-15634,759$35,400,431None
Western Wealth Management, LLC2026-06-302026-08-1512,319$687,035None
Qube Research & Technologies Ltd2026-06-302026-08-153,232$180,249None
IFG Advisory, LLC2026-06-302026-08-152,510$139,983None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,923$330,347None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,085$1,064,350None
OSAIC HOLDINGS, INC.2026-06-302026-08-1534,756$1,938,790None
AIMZ Investment Advisors, LLC2026-06-302026-08-1510,500$585,585None
Heritage Wealth Advisors2026-06-302026-08-15160$8,923None
Orion Porfolio Solutions, LLC2026-06-302026-08-156,395$356,636None
Regal Investment Advisors LLC2026-06-302026-08-15179,531$10,012,462None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,932$442,368None
Ancora Advisors LLC2026-06-302026-08-155,100$284,427None
Medallion Wealth Advisors, LLC2026-06-302026-08-15225$12,548None
Waverly Advisors, LLC2026-06-302026-08-151,071,783$59,773,348None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-153,881$216,443None
BROWN ADVISORY INC2026-06-302026-08-156,495$362,226None
&PARTNERS2026-06-302026-08-157,781$433,936None
Thrivent Financial for Lutherans2026-06-302026-08-154,587$256,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15104,432$5,720,251None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,417$246,336None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1599,266$5,536,050None
Prosperity Bancshares Inc2026-06-302026-08-15175$9,760None
MAI Capital Management2026-06-302026-08-153,370$187,945None
MAI Capital Management2026-06-302026-08-1516,572$924,208None
Pinnacle Financial Partners, Inc.2026-06-302026-08-157,757$432,608None
Cerity Partners LLC2026-06-302026-08-1529,942$1,669,831None
Cerity Partners LLC2026-06-302026-08-1566$3,681None
Cerity Partners LLC2026-06-302026-08-1593,542$5,216,822None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-157,698$429,317None
Evercore Wealth Management, LLC2026-06-302026-08-1531,160$1,737,793None
Cresset Asset Management, LLC2026-06-302026-08-1531,903$1,779,216None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15224,734$12,533,389None
ROYAL BANK OF CANADA2026-06-302026-08-15763,689$42,591,000None
ROYAL BANK OF CANADA2026-06-302026-08-15209$12,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,965$221,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗GILL CAPITAL PARTNERS, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Federation des caisses Desjardins du Quebec ↗Modern Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.