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 326 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,522,075
shares
|
$112 Million
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,217,245
shares
|
$54 Million
0.02% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,154,991
shares
|
$51.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,090,472
shares
|
$48.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,035,830
shares
|
$46 Million
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
971,342
shares
|
$43.1 Million
0.05% of portfolio
|
Q3 2025
Added 129.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
936,627
shares
|
$41.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
805,201
shares
|
$35.7 Million
1.4% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
775,675
shares
|
$34.4 Million
4.49% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
727,686
shares
|
$32.3 Million
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
692,096
shares
|
$30.7 Million
2.77% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
672,426
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
543,852
shares
|
$24.1 Million
0.13% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
489,691
shares
|
$21.7 Million
0.04% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
456,331
shares
|
$20.3 Million
0.0% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
387,655
shares
|
$17.2 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
292,792
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
290,454
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.6%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
271,234
shares
|
$12 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
267,769
shares
|
$11.9 Million
0.42% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
267,437
shares
|
$11.9 Million
3.16% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
256,915
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
250,363
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
237,310
shares
|
$10.5 Million
5.27% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
234,662
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.26%
|
|