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 $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,100
shares
|
$86,436
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,000
shares
|
$82,320
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,920
shares
|
$79,027
0.0% of portfolio
|
Q1 2025
Added 7284.62%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,790
shares
|
$73,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,732
shares
|
$71,289
0.0% of portfolio
|
Q1 2025
Added 66.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,727
shares
|
$71,083
0.01% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,625
shares
|
$66,885
0.02% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,574
shares
|
$64,785
0.0% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,565
shares
|
$64,415
0.0% of portfolio
|
Q1 2022
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,563
shares
|
$64,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,481
shares
|
$60,957
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,480
shares
|
$60,916
0.02% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,426
shares
|
$58,694
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,380
shares
|
$56,800
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,313
shares
|
$54,043
0.01% of portfolio
|
Q3 2023
Added 399.24%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,249
shares
|
$51,408
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,218
shares
|
$50,132
0.0% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,169
shares
|
$48,116
0.0% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,095
shares
|
$45,070
0.02% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,020
shares
|
$41,983
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
995
shares
|
$40,954
0.0% of portfolio
|
Q3 2024
Added 73.04%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
924
shares
|
$38,031
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
909
shares
|
$37,414
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
869
shares
|
$35,768
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
860
shares
|
$35,397
0.03% of portfolio
|
Q4 2024
Reduced 67.85%
|