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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,176
shares
|
$221,015
0.0% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,100
shares
|
$217,770
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
5,039
shares
|
$215,165
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,725
shares
|
$201,757
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,650
shares
|
$198,555
0.0% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,624
shares
|
$197,444
0.0% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,621
shares
|
$197,316
0.04% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,525
shares
|
$193,217
0.0% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
4,340
shares
|
$185,318
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
4,330
shares
|
$184,891
0.1% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,240
shares
|
$181,048
0.07% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,015
shares
|
$171,440
0.01% of portfolio
|
Q4 2022
Added 11.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,885
shares
|
$165,889
0.05% of portfolio
|
Q2 2024
Reduced 24.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,823
shares
|
$163,242
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,758
shares
|
$160,466
0.01% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,755
shares
|
$160,338
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,596
shares
|
$153,549
0.0% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,858
shares
|
$122,036
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,774
shares
|
$118,449
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,680
shares
|
$114,436
0.03% of portfolio
|
Q4 2024
Added 502.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,580
shares
|
$110,166
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,380
shares
|
$101,626
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,354
shares
|
$100,515
0.01% of portfolio
|
Q1 2025
Reduced 97.36%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,300
shares
|
$98,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,263
shares
|
$96,630
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|