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 290 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 $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,670
shares
|
$255,830
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
5,650
shares
|
$254,928
0.1% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,605
shares
|
$252,897
0.13% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,580
shares
|
$251,769
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$251,318
0.03% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,485
shares
|
$247,483
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$244,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,136
shares
|
$231,736
0.0% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,005
shares
|
$225,825
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,860
shares
|
$219,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
4,791
shares
|
$216,169
0.01% of portfolio
|
Q2 2024
Added 24.96%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,725
shares
|
$213,192
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$207,552
0.0% of portfolio
|
Q2 2024
Reduced 20.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,540
shares
|
$204,844
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
4,340
shares
|
$195,820
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
4,330
shares
|
$195,369
0.11% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,015
shares
|
$181,156
0.01% of portfolio
|
Q4 2022
Added 11.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,950
shares
|
$178,224
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
3,885
shares
|
$175,291
0.06% of portfolio
|
Q2 2024
Reduced 24.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,847
shares
|
$173,576
0.01% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,668
shares
|
$165,500
0.0% of portfolio
|
Q3 2024
Added 58.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,645
shares
|
$164,462
0.0% of portfolio
|
Q1 2024
Added 59.17%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,502
shares
|
$158,010
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,427
shares
|
$154,626
0.03% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,328
shares
|
$150,159
0.0% of portfolio
|
Q3 2024
Added 37.63%
|