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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
835
shares
|
$34,368
0.09% of portfolio
|
Q2 2021
Reduced 32.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
824
shares
|
$33,915
0.0% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
765
shares
|
$31,487
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
758
shares
|
$31,199
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
750
shares
|
$30,869
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
689
shares
|
$28,359
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
625
shares
|
$25,724
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
525
shares
|
$21,609
0.0% of portfolio
|
Q3 2023
Added 294.74%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
501
shares
|
$20,621
0.0% of portfolio
|
Q1 2025
Reduced 47.04%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
485
shares
|
$19,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
477
shares
|
$19,633
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
470
shares
|
$19,345
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
460
shares
|
$18,933
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
459
shares
|
$18,892
0.0% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
432
shares
|
$17,781
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
420
shares
|
$17,287
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
420
shares
|
$17,287
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
390
shares
|
$16,052
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
390
shares
|
$16,052
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
378
shares
|
$15,558
0.01% of portfolio
|
Q1 2025
Added 266.99%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
295
shares
|
$12,142
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
295
shares
|
$12,142
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
289
shares
|
$11,895
0.0% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
270
shares
|
$11,113
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
260
shares
|
$10,701
0.0% of portfolio
|
Q1 2025
New holding
|