PRFZ

Inv Rafi US 1500 Sm-usd INC

+$40.8M

Net Activity

Institutions Holding

317

Popularity Rank

#1878

Avg Weight

0.17%

Total Value

$1.1B

Ownership Trend

317 institutions currently hold PRFZ, with 121 net buyers and 106 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

106

Net Buying Institutions

121

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$131.1M
LF
LPL Financial LLC
$63.2M
MS
Morgan Stanley
$54.6M
WA
Waverly Advisors, LLC
$50.9M
RJ
Raymond James Financial INC
$48.4M

Top 5 by Conviction

TF
Traction Financial Partners, LLC
7.74%
J&
Johnson & White Wealth Management, LLC
5.13%
AI
Arbor Investment Advisors, LLC
4.80%
TB
Three Bridge Wealth Advisors, LLC
3.37%
SF
Sunrise Financial Services, LLC
3.23%
View all 317 holding institutions

Quarterly Activity

Recent Activity

+$760.2M

Total Buy Value

$370.2M

Total Sell Value

New buy27
Trim87
Add94
Sold out19

121

Net Buyers

106

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INV RAFI US 1500 SM-USD INC (PRFZ)?
Major stakeholders currently include Bank Of America CORP /de/ ($131.1M), LPL Financial LLC ($63.2M), Morgan Stanley ($54.6M). Based on the latest 13F filings, there are a total of 317 tracked investment funds and institutions maintaining positions in PRFZ.
What is the overall institutional sentiment toward PRFZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $40.8M, driven by 121 managers accumulating shares while 106 reduced their exposure.
Which institutions have been selling or reducing their PRFZ positions?
In the latest period, 87 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $370.2M.
Are there any notable investors adding PRFZ to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 94 existing holders added to their shares. The total reported buy value for the quarter amounted to $760.2M.

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