Funds holding Invesco RAFI US 1500 Small-Mid ETF
ISIN US46137V5975 · United States · LEI 549300214WQK8EQ12B13
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 35,794 | +2,551.4 % |
| 2025Q4 | 1 | 0 | 1,350 | 0.0 % |
| 2025Q3 | 1 | 0 | 1,350 | +107.7 % |
| 2024Q1 | 1 | 650 |
Institutional managers
317 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,858,934 | 131.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,378,389 | 63.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,190,971 | 54.6M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 1,109,623 | 50.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,054,588 | 48.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,031,218 | 47.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 931,078 | 42.7M $ | as of Mar 31, 2026 |
| Arbor Investment Advisors, LLC | 803,591 | 36.9M $ | as of Mar 31, 2026 |
| Stonebridge Financial Group, LLC | 763,275 | 35M $ | as of Mar 31, 2026 |
| FIRST FOUNDATION ADVISORS | 758,912 | 34.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 703,464 | 32.3M $ | as of Mar 31, 2026 |
| WCG Wealth Advisors LLC | 640,455 | 29.4M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 412,078 | 19.2M $ | as of Mar 31, 2026 |
| Wealthspire Retirement, LLC | 373,690 | 17.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 359,428 | 16.5M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 294,623 | 13.5M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 278,140 | 12.8M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 275,764 | 12.7M $ | as of Mar 31, 2026 |
| Traction Financial Partners, LLC | 273,938 | 12.6M $ | as of Mar 31, 2026 |
| Three Bridge Wealth Advisors, LLC | 267,339 | 12.3M $ | as of Mar 31, 2026 |
| Johnson & White Wealth Management, LLC | 264,295 | 12.1M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 252,480 | 11.6M $ | as of Mar 31, 2026 |
| Federation des caisses Desjardins du Quebec | 251,726 | 11.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 243,465 | 11.2M $ | as of Mar 31, 2026 |
| AlphaCore Capital LLC | 239,286 | 11M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Invesco RAFI US 1500 Small-Mid ETF". https://titelia.com/en/stocks/invesco-rafi-us-1500-small-mid-etf-US46137V5975