Who Owns FTSE RAFI US 1500 Small Cap (PRFZ)? -- Institutional Holders (2026-06-30)

372 institutions reported holding $1.34B of FTSE RAFI US 1500 Small Cap (PRFZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($157.8M), LPL Financial LLC ($78.0M), MORGAN STANLEY ($72.6M), Waverly Advisors, LLC ($59.8M), Cetera Investment Advisers ($57.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$157.8M	2.8M	Trimmed
2	LPL Financial LLC	$78.0M	1.4M	Added
3	MORGAN STANLEY	$72.6M	1.3M	Added
4	Waverly Advisors, LLC	$59.8M	1.1M	Trimmed
5	Cetera Investment Advisers	$57.7M	1.0M	Added
6	WELLS FARGO & COMPANY/MN	$57.5M	1.0M	Added
7	RAYMOND JAMES FINANCIAL INC	$56.4M	1.0M	Trimmed
8	Arbor Investment Advisors, LLC	$44.9M	805,518	Added
9	Royal Bank of Canada	$42.8M	767,863	Added
10	Stonebridge Financial Group, LLC	$42.5M	762,863	Trimmed
11	FIRST FOUNDATION ADVISORS	$41.2M	739,179	Trimmed
12	WCG Wealth Advisors LLC	$35.4M	634,759	Trimmed
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$23.1M	422,426	Added
14	NFP Retirement, Inc.	$19.9M	355,967	Trimmed
15	Sanctuary Advisors, LLC	$16.3M	293,041	Added
16	Baird Financial Group, Inc.	$16.1M	288,249	Trimmed
17	Equitable Holdings, Inc.	$16.0M	286,779	Added
18	Traction Financial Partners, LLC	$15.9M	285,584	Added
19	Johnson & White Wealth Management, LLC	$14.9M	266,421	Added
20	Three Bridge Wealth Advisors, LLC	$14.6M	261,632	Trimmed
21	CAPTRUST FINANCIAL ADVISORS	$13.8M	247,800	Trimmed
22	UBS Group AG	$13.5M	241,394	Trimmed
23	Federation des caisses Desjardins du Quebec	$13.4M	241,085	Trimmed
24	AlphaCore Capital LLC	$13.1M	234,261	Trimmed
25	AQR CAPITAL MANAGEMENT LLC	$12.5M	224,734	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30