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 311 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $963 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
2,680
shares
|
$119,635
0.03% of portfolio
|
Q4 2024
Added 502.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,648
shares
|
$118,206
0.0% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,580
shares
|
$115,171
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,468
shares
|
$110,171
0.0% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,380
shares
|
$106,243
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,354
shares
|
$105,082
0.01% of portfolio
|
Q1 2025
Reduced 97.36%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,189
shares
|
$97,716
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,100
shares
|
$93,744
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$89,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,887
shares
|
$84,235
0.0% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,799
shares
|
$80,307
0.0% of portfolio
|
Q2 2025
Added 47.7%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,790
shares
|
$79,905
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,732
shares
|
$77,316
0.0% of portfolio
|
Q1 2025
Added 66.54%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,732
shares
|
$77,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,625
shares
|
$72,540
0.02% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,624
shares
|
$72,495
0.0% of portfolio
|
Q2 2025
Added 38.92%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,587
shares
|
$70,843
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,574
shares
|
$70,263
0.0% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,565
shares
|
$69,861
0.0% of portfolio
|
Q1 2022
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,564
shares
|
$69,816
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,481
shares
|
$66,111
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,480
shares
|
$66,067
0.02% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,430
shares
|
$63,835
0.01% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,323
shares
|
$59,058
0.01% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,313
shares
|
$58,612
0.01% of portfolio
|
Q3 2023
Added 399.24%
|