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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
217,513
shares
|
$8.95 Million
0.08% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
194,861
shares
|
$8.02 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
192,467
shares
|
$7.92 Million
2.56% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
163,302
shares
|
$6.72 Million
0.51% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
161,572
shares
|
$6.65 Million
1.29% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
160,351
shares
|
$6.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
151,921
shares
|
$6.25 Million
0.43% of portfolio
|
Q2 2023
Added 4.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
151,030
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
132,839
shares
|
$5.47 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
130,699
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
129,811
shares
|
$5.34 Million
0.34% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
124,664
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
123,143
shares
|
$5.07 Million
0.04% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
116,937
shares
|
$4.81 Million
0.01% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
112,200
shares
|
$4.62 Million
0.31% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
106,530
shares
|
$4.38 Million
0.13% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
103,007
shares
|
$4.24 Million
3.05% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
97,538
shares
|
$4.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
91,747
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
89,353
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
89,122
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.36%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
84,002
shares
|
$3.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
81,849
shares
|
$3.37 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,843
shares
|
$3.33 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.69%
|