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 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
20,959,358
shares
|
$772 Million
0.15% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,563,399
shares
|
$94.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,230,237
shares
|
$45.3 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,111,281
shares
|
$40.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,083,891
shares
|
$39.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,021,350
shares
|
$37.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,013,774
shares
|
$37.3 Million
1.6% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
936,627
shares
|
$34.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
884,992
shares
|
$32.6 Million
4.56% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
727,681
shares
|
$26.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
699,544
shares
|
$25.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
675,763
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
670,623
shares
|
$24.7 Million
2.7% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
525,359
shares
|
$19.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
505,921
shares
|
$18.6 Million
0.12% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
499,514
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
431,612
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
410,338
shares
|
$15.1 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
295,448
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
271,234
shares
|
$9.99 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
253,774
shares
|
$9.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
252,830
shares
|
$9.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
250,632
shares
|
$9.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
229,594
shares
|
$8.45 Million
4.88% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
217,513
shares
|
$8.01 Million
0.08% of portfolio
|
Q1 2025
Added 12.9%
|