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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
250
shares
|
$10,290
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
240
shares
|
$9,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
240
shares
|
$9,878
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
224
shares
|
$9,219
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
220
shares
|
$9,055
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
205
shares
|
$8,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
205
shares
|
$8,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
185
shares
|
$7,614
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
169
shares
|
$6,956
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
160
shares
|
$6,585
0.0% of portfolio
|
Q2 2024
Reduced 90.8%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
153
shares
|
$6,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
130
shares
|
$5,350
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
114
shares
|
$4,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
110
shares
|
$4,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
108
shares
|
$4,445
0.0% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
105
shares
|
$4,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$4,116
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
95
shares
|
$3,910
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
80
shares
|
$3,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
77
shares
|
$3,169
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
75
shares
|
$3,086
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
70
shares
|
$2,881
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
61
shares
|
$2,510
0.0% of portfolio
|
Q1 2024
Reduced 81.23%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
50
shares
|
$2,058
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
42
shares
|
$1,728
0.61% of portfolio
|
Q1 2025
Reduced 99.85%
|