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 298 institutions that hold shares in the stock, with a total of 43.5 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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
19,684,630
shares
|
$845 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,611,574
shares
|
$112 Million
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,321,060
shares
|
$56.7 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,277,190
shares
|
$54.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,239,605
shares
|
$53.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,125,538
shares
|
$48.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,105,902
shares
|
$47.5 Million
1.77% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,009,453
shares
|
$43.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
936,627
shares
|
$40.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
863,662
shares
|
$37.1 Million
5.05% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
770,239
shares
|
$33.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
691,179
shares
|
$29.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
676,495
shares
|
$29 Million
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
627,558
shares
|
$26.9 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
446,483
shares
|
$19.2 Million
0.0% of portfolio
|
Q4 2024
Added 118.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
427,670
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
420,498
shares
|
$18 Million
1.38% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
410,384
shares
|
$17.6 Million
0.11% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
299,732
shares
|
$12.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.92%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
276,939
shares
|
$11.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
258,765
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
258,564
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
257,630
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
219,672
shares
|
$9.43 Million
5.54% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
201,257
shares
|
$8.64 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.76%
|