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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
11,402
shares
|
$486,865
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
11,364
shares
|
$485,242
0.14% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
11,004
shares
|
$469,870
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,714
shares
|
$457,487
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,578
shares
|
$451,680
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
10,500
shares
|
$448,350
0.14% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,356
shares
|
$442,201
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
10,168
shares
|
$434,173
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
9,994
shares
|
$426,743
0.15% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,855
shares
|
$420,808
0.05% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,752
shares
|
$416,410
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
9,482
shares
|
$404,881
0.14% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,430
shares
|
$402,661
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
9,364
shares
|
$399,842
0.0% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
9,060
shares
|
$386,862
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,059
shares
|
$386,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,054
shares
|
$386,605
0.01% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
8,880
shares
|
$379,176
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,464
shares
|
$361,412
0.0% of portfolio
|
Q1 2025
Reduced 28.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,163
shares
|
$348,560
0.0% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
7,976
shares
|
$340,575
0.22% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
7,975
shares
|
$340,532
0.02% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
7,905
shares
|
$337,543
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,818
shares
|
$333,828
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,795
shares
|
$332,846
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|