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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
331
shares
|
$14,775
0.0% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
320
shares
|
$14,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
295
shares
|
$13,168
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
295
shares
|
$13,168
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
289
shares
|
$12,900
0.0% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
275
shares
|
$12,276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
250
shares
|
$11,160
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
241
shares
|
$10,758
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
240
shares
|
$10,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
238
shares
|
$10,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
225
shares
|
$10,044
0.0% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
224
shares
|
$9,999
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
220
shares
|
$9,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
185
shares
|
$8,258
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
183
shares
|
$8,169
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
169
shares
|
$7,544
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
160
shares
|
$7,142
0.0% of portfolio
|
Q2 2024
Reduced 90.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
130
shares
|
$5,803
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
114
shares
|
$5,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
108
shares
|
$4,821
0.0% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$4,464
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,464
0.0% of portfolio
|
Q2 2025
Reduced 62.96%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
95
shares
|
$4,240
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
85
shares
|
$3,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
77
shares
|
$3,437
0.01% of portfolio
|
Q4 2022
New holding
|