INV RAFI US 1500 SM-USD INC

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PRFZ·46137V597·US·ETF·Unknown - Unknown

PRFZ (INV RAFI US 1500 SM-USD INC) is held by 94 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($157.8M), LPL Financial LLC ($78M), MORGAN STANLEY ($72.6M). Net institutional sentiment: Mixed.

94

Holders

(17 Elite)

$866.7M

Total Value

66% (90)

Consensus

59 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)45

Activist (13D/13G)57

Congressional (STOCK Act)61

Holder Quality

51

★★★★★

Elite

27

★★★★

Strong

59

★★★

Solid

17

★★

Below

76

★

Weak

Held by 94 funds

17 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PRFZ.

Top Holders

Top Holders (94)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	2.8M(-1.0%)	$157.8M	0.0%	+31.86%	0
LPL Financial LLC	Increased	1.4M(+1.4%)	$78M	0.0%	+49.40%	30
MORGAN STANLEY	Increased	1.3M(+9.2%)	$72.6M	0.0%	+39.65%	32
WAWaverly Advisors, LLC	Decreased	1.1M(-3.4%)	$59.8M	0.3%	+80.04%	0
Cetera Investment Advisers	Increased	1M(+0.3%)	$57.7M	0.1%	+30.34%	29
WELLS FARGO & COMPANY/MN	Increased	1M(+10.7%)	$57.5M	0.0%	+41.69%	33
RAYMOND JAMES FINANCIAL INC	Decreased	1M(-4.2%)	$56.4M	0.0%	+34.51%	0
ROYAL BANK OF CANADA	Increased	767,863(+9.2%)	$42.8M	0.0%	+31.25%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	422,426(+2.5%)	$23.1M	0.0%	+52.91%	29
Sanctuary Advisors, LLC	Increased	293,041(+5.4%)	$16.3M	0.1%	+22.94%	30
Baird Financial Group, Inc.	Decreased	288,249(-2.2%)	$16.1M	0.0%	+72.18%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	247,800(-1.9%)	$13.8M	0.0%	+74.64%	0
UBS Group AG	Decreased	241,394(-0.8%)	$13.5M	0.0%	+69.58%	0
Federation des caisses Desjardins du Quebec	Decreased	241,085(-4.2%)	$13.4M	0.0%	+15.57%	0
AQR CAPITAL MANAGEMENT LLC	Increased	224,734(+40.7%)	$12.5M	0.0%	+15.08%	37
Mariner, LLC	Decreased	223,907(-1.3%)	$12.5M	0.0%	+85.29%	0
CI INVESTMENTS INC.	New	220,300	$12.3M	0.0%	-0.32%	39
Creative Planning	Increased	163,037(+3.7%)	$9.1M	0.0%	+48.37%	29
Bank of New York Mellon Corp	Increased	153,219(+1.8%)	$8.5M	0.0%	+21.67%	28
JPMORGAN CHASE & CO	Increased	154,161(+21.8%)	$8.5M	0.0%	+18.77%	33

Showing 1-20 of 94

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PRFZINV RAFI US 1500 SM-USD INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer