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 283 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 $1.71 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
20,605,123
shares
|
$854 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,458,192
shares
|
$102 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
1,466,577
shares
|
$60.8 Million
1.11% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,219,068
shares
|
$50.5 Million
0.02% of portfolio
|
Q2 2024
Added 2.67%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
1,206,857
shares
|
$50 Million
0.11% of portfolio
|
Q2 2024
Added 2.96%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,154,166
shares
|
$47.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
1,027,074
shares
|
$42.6 Million
1.53% of portfolio
|
Q2 2024
Added 21.66%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
929,679
shares
|
$38.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
Arbor Investment Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
860,048
shares
|
$35.6 Million
4.81% of portfolio
|
Q2 2024
Added 3.98%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
692,267
shares
|
$28.7 Million
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
600,604
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
574,656
shares
|
$23.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
567,713
shares
|
$23.5 Million
0.05% of portfolio
|
Q2 2024
Added 0.81%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
424,811
shares
|
$17.6 Million
0.04% of portfolio
|
Q2 2024
Added 4.27%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
326,904
shares
|
$13.6 Million
0.09% of portfolio
|
Q2 2024
Added 11.38%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
290,443
shares
|
$12 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
286,152
shares
|
$11.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
269,154
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
261,989
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
212,445
shares
|
$8.81 Million
0.52% of portfolio
|
Q2 2024
Reduced 13.5%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
201,090
shares
|
$8.34 Million
0.57% of portfolio
|
Q2 2024
New holding
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Aug 14, 2024 Q2 2024 |
197,085
shares
|
$8.17 Million
3.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 19, 2024 Q2 2024 |
195,827
shares
|
$8.12 Million
7.13% of portfolio
|
Q2 2024
Added 16.1%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
191,061
shares
|
$7.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
185,116
shares
|
$7.67 Million
0.23% of portfolio
|
Q2 2024
Reduced 26.31%
|