Funds holding Invesco RAFI US 1500 Small-Mid ETF
1 fund declares a position · 1 ETFs and 0 other funds · 1.7M $ · US46137V5975
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Avantis Total Equity Markets ETF American Century ETF Trust | 35,794 | 1.7M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
Institutional managers
317 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |