Who Owns INV RAFI DEV MKT US SM-USDIN (PDN)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $250.0M of INV RAFI DEV MKT US SM-USDIN (PDN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($72.8M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($72.8M), CI INVESTMENTS INC. ($12.3M), EP Wealth Advisors, LLC ($8.9M), HighTower Advisors, LLC ($8.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$72.8M	1.6M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$72.8M	1.6M	Trimmed
3	CI INVESTMENTS INC.	$12.3M	273,424	New
4	EP Wealth Advisors, LLC	$8.9M	196,908	New
5	HighTower Advisors, LLC	$8.3M	184,465	Added
6	AMERIPRISE FINANCIAL INC	$5.1M	113,420	Added
7	CAPTRUST FINANCIAL ADVISORS	$4.7M	103,584	Trimmed
8	DROMS STRAUSS ADVISORS INC /MO/ /ADV	$4.5M	100,336	Trimmed
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.5M	100,225	Added
10	CUTLER INVESTMENT COUNSEL LLC	$4.4M	96,912	Trimmed
11	Robinswood Financial LLC	$3.7M	83,163	Trimmed
12	Focus Partners Wealth	$3.2M	70,976	Trimmed
13	MORGAN STANLEY	$3.2M	70,511	Added
14	CITADEL ADVISORS LLC	$2.6M	57,514	Trimmed
15	KWB Wealth	$2.1M	45,663	Trimmed
16	Modern Wealth Management, LLC	$2.0M	44,363	Trimmed
17	Crusonia Wealth Advisors LLC	$1.6M	36,608	Trimmed
18	GOLDMAN SACHS GROUP INC	$1.6M	36,216	New
19	Virtus Family Office LLC	$1.4M	30,937	Added
20	WELLS FARGO & COMPANY/MN	$1.4M	30,190	Trimmed
21	STUDIO INVESTMENT MANAGEMENT LLC	$1.3M	29,938	Trimmed
22	L & S Advisors Inc	$1.3M	29,919	Added
23	Creative Planning	$1.3M	28,810	Trimmed
24	LPL Financial LLC	$1.3M	28,776	Trimmed
25	Charles Schwab Trust Co	$1.3M	28,050	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30