Who Owns FTSE RAFI 1000 US Lg Cap (PRF)? -- Institutional Holders (2026-06-30)

619 institutions reported holding $5.70B of FTSE RAFI 1000 US Lg Cap (PRF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($589.6M), AMERIPRISE FINANCIAL INC ($428.8M), PNC Financial Services Group, Inc. ($261.8M), ENVESTNET ASSET MANAGEMENT INC ($258.6M), Waverly Advisors, LLC ($193.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$589.6M	10.9M	Trimmed
2	AMERIPRISE FINANCIAL INC	$428.8M	7.9M	Added
3	PNC Financial Services Group, Inc.	$261.8M	4.8M	Trimmed
4	ENVESTNET ASSET MANAGEMENT INC	$258.6M	4.8M	Trimmed
5	Waverly Advisors, LLC	$193.3M	3.6M	Trimmed
6	Mariner, LLC	$163.6M	3.0M	Added
7	LPL Financial LLC	$162.1M	3.0M	Added
8	COMMONWEALTH EQUITY SERVICES, LLC	$146.8M	2.7M	Added
9	WELLS FARGO & COMPANY/MN	$121.3M	2.2M	Added
10	D.A. DAVIDSON & CO.	$117.6M	2.2M	Added
11	MORGAN STANLEY	$115.1M	2.1M	Added
12	Arbor Investment Advisors, LLC	$111.0M	2.1M	Added
13	Linscomb Wealth, Inc.	$104.3M	1.9M	Trimmed
14	CI INVESTMENTS INC.	$86.2M	1.6M	New
15	Focus Partners Wealth	$86.0M	1.6M	Trimmed
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$85.4M	1.6M	Trimmed
17	Berman McAleer LLC	$84.2M	1.6M	Trimmed
18	RAYMOND JAMES FINANCIAL INC	$83.2M	1.5M	Added
19	Invesco Ltd.	$80.0M	1.5M	Trimmed
20	Pinnacle Financial Partners, Inc.	$69.3M	1.3M	Added
21	Royal Bank of Canada	$66.6M	1.2M	Trimmed
22	Larson Financial Group LLC	$60.7M	1.1M	Added
23	RFG Advisory, LLC	$59.4M	1.1M	Trimmed
24	Cetera Investment Advisers	$52.5M	971,329	Added
25	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$49.2M	910,610	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30