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 289 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
24,203
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,576
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
23,525
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2023
Added 392.98%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
22,780
shares
|
$980,223
0.02% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
22,654
shares
|
$974,801
0.12% of portfolio
|
Q3 2023
Added 393.98%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
22,206
shares
|
$955,524
0.06% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
22,028
shares
|
$947,864
0.6% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
20,977
shares
|
$902,640
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
20,279
shares
|
$872,605
0.01% of portfolio
|
Q3 2024
Added 63.53%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
20,237
shares
|
$870,798
0.53% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
19,774
shares
|
$850,875
0.3% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
18,346
shares
|
$789,428
0.09% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,030
shares
|
$775,830
0.0% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
17,975
shares
|
$773,464
0.09% of portfolio
|
Q2 2024
Added 23.97%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
17,877
shares
|
$769,247
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
17,818
shares
|
$766,708
0.0% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,812
shares
|
$766,450
0.0% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
17,645
shares
|
$759,264
0.58% of portfolio
|
Q1 2023
Reduced 2.32%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
17,371
shares
|
$747,474
0.57% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
16,753
shares
|
$720,881
0.0% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,181
shares
|
$696,268
0.0% of portfolio
|
Q3 2023
Added 367.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,395
shares
|
$662,446
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
15,215
shares
|
$654,701
0.0% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
15,165
shares
|
$652,549
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
14,602
shares
|
$628,324
0.0% of portfolio
|
Q2 2024
Added 0.01%
|