Institutional Ownership Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ). We have compiled data on the 311 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $963 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,500,637
shares
|
$104 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,188,631
shares
|
$49.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,158,308
shares
|
$48.3 Million
0.02% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,101,055
shares
|
$45.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,034,412
shares
|
$43.1 Million
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
936,627
shares
|
$39.1 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
930,275
shares
|
$38.8 Million
1.44% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
898,927
shares
|
$37.5 Million
4.7% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
839,499
shares
|
$35 Million
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
686,976
shares
|
$28.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
682,516
shares
|
$28.5 Million
2.7% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
543,852
shares
|
$22.7 Million
0.13% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
505,997
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
471,556
shares
|
$19.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
423,918
shares
|
$17.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
410,338
shares
|
$17.1 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
353,348
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
297,148
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
271,234
shares
|
$11.3 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
265,330
shares
|
$11.1 Million
0.42% of portfolio
|
Q2 2025
Added 3737.02%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
258,427
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
254,886
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
254,551
shares
|
$10.6 Million
0.73% of portfolio
|
Q2 2025
Added 58.75%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
246,465
shares
|
$10.3 Million
2.67% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
237,659
shares
|
$9.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.0%
|