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 307 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,843
shares
|
$3.45 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
78,085
shares
|
$3.33 Million
1.64% of portfolio
|
Q2 2025
Added 2.79%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
77,457
shares
|
$3.31 Million
0.84% of portfolio
|
Q1 2025
Added 1.1%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,881
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
59,808
shares
|
$2.55 Million
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59,641
shares
|
$2.55 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,634
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
53,661
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
51,579
shares
|
$2.2 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
48,438
shares
|
$2.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
47,681
shares
|
$2.04 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
44,623
shares
|
$1.91 Million
0.33% of portfolio
|
Q2 2025
Added 8.17%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
43,204
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
Added 2.28%
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.79 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,870
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Added 12.52%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
39,749
shares
|
$1.7 Million
0.47% of portfolio
|
Q2 2025
Added 0.11%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.65 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,364
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
36,269
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,553
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Added 2.0%
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,020
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
34,894
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
33,492
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
32,087
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,748
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|