Who Owns Invesco FTSE RAFI Dev Mkts ex- (PDN)? -- Institutional Holders (2026-03-31)
114 institutions reported holding $198.7M of Invesco FTSE RAFI Dev Mkts ex- (PDN) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($87.8M), Invesco Ltd. ($10.9M), Opes Wealth Management LLC ($8.4M), HighTower Advisors, LLC ($8.0M), LPL Financial LLC ($7.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $87.8M | 2.0M | Trimmed |
| 2 | Invesco Ltd. | $10.9M | 251,146 | Trimmed |
| 3 | Opes Wealth Management LLC | $8.4M | 194,811 | Trimmed |
| 4 | HighTower Advisors, LLC | $8.0M | 184,062 | Trimmed |
| 5 | LPL Financial LLC | $7.9M | 182,638 | Added |
| 6 | CITADEL ADVISORS LLC | $7.7M | 177,701 | Added |
| 7 | JANE STREET GROUP, LLC | $4.8M | 110,571 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $4.7M | 107,557 | Added |
| 9 | CAPTRUST FINANCIAL ADVISORS | $4.6M | 106,802 | Added |
| 10 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $4.4M | 100,709 | Trimmed |
| 11 | CUTLER INVESTMENT COUNSEL LLC | $4.3M | 98,035 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 96,193 | Trimmed |
| 13 | Focus Partners Wealth | $3.3M | 76,754 | Added |
| 14 | MORGAN STANLEY | $2.8M | 64,691 | Added |
| 15 | KWB Wealth | $2.1M | 49,988 | Trimmed |
| 16 | Modern Wealth Management, LLC | $2.0M | 44,730 | Trimmed |
| 17 | Crusonia Wealth Advisors LLC | $1.6M | 37,095 | Added |
| 18 | CIBC WORLD MARKET INC. | $1.3M | 30,966 | Added |
| 19 | STUDIO INVESTMENT MANAGEMENT LLC | $1.3M | 30,388 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $1.3M | 30,303 | Trimmed |
| 21 | L & S Advisors Inc | $1.3M | 29,724 | Added |
| 22 | FLOW TRADERS U.S. LLC | $1.3M | 29,493 | New |
| 23 | Creative Planning | $1.3M | 29,043 | Added |
| 24 | Charles Schwab Trust Co | $1.3M | 28,870 | Trimmed |
| 25 | Royal Bank of Canada | $1.0M | 23,608 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31