PDN — Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF Institutional Holders · Q3 2026
Who owns Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF (PDN)? 5 institutions reported holding $1.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($520,690), Williams & Novak, LLC ($492,048), Elm3 Financial Group, LLC ($361,196).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $520,690 | 11,344 | Added |
| 2 | Williams & Novak, LLC | $492,048 | 10,720 | Trimmed |
| 3 | Elm3 Financial Group, LLC | $361,196 | 7,869 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $57,605 | 1,255 | Hold |
| 5 | Versant Capital Management, Inc | $19,599 | 427 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30