PRFZ — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026
Who owns Invesco Exchange Traded Fd T (PRFZ)? 17 institutions reported holding $47.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($34.6M), Breakwater Capital Group ($3.1M), Legacy Private Trust Co. ($2.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $34.6M | 661,168 | Trimmed |
| 2 | Breakwater Capital Group | $3.1M | 59,025 | Added |
| 3 | Legacy Private Trust Co. | $2.7M | 52,095 | Trimmed |
| 4 | Boston Standard Wealth Management, LLC | $2.1M | 40,300 | Trimmed |
| 5 | Marquette Asset Management, LLC | $963,186 | 18,406 | Hold |
| 6 | Farther Finance Advisors, LLC | $866,893 | 16,566 | Added |
| 7 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $704,664 | 13,466 | Hold |
| 8 | Wedmont Private Capital | $543,575 | 10,291 | Added |
| 9 | Invariant Investment Management | $425,589 | 8,000 | Hold |
| 10 | Valeo Financial Advisors, LLC | $379,511 | 7,252 | Hold |
| 11 | CoreCap Advisors, LLC | $308,067 | 5,887 | Added |
| 12 | Avidian Wealth Enterprises, LLC | $259,609 | 4,961 | Hold |
| 13 | Martin Capital Partners, LLC | $223,607 | 4,273 | Hold |
| 14 | Wealth Enhancement Trust Services, Inc. | $167,090 | 3,193 | Hold |
| 15 | GAMMA Investing LLC | $123,185 | 2,354 | Hold |
| 16 | Coastline Trust Co | $43,172 | 825 | Hold |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $2,251 | 43 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30