§ EQUITY
USDPRFZ
INV RAFI US 1500 SM-USD INC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
167 increased/new, 94 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 2.9M | 0.0% | +15% |
| LPL Financial LLC | 1.4M | 0.0% | +3% |
| Morgan Stanley | 1.2M | 0.0% | n/a |
| Waverly Advisors, LLC | 1.1M | 0.4% | −2% |
| RAYMOND JAMES FINANCIAL INC | 1.1M | 0.0% | +2% |
| Cetera Investment Advisers | 1.0M | 0.1% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for PRFZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.9% · 286 holders
DEALER / BANK26.9% · 20 holders
INCOME / DEFENSIVE1.7% · 2 holders
PASSIVE / INDEX1.6% · 3 holders
QUALITY / COMPOUNDER0.6% · 4 holders
SYSTEMATIC / QUANT0.2% · 1 holder
DEEP VALUE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PRFZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PRFZ yet.