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 |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
231,883
shares
|
$10.4 Million
4.75% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
217,953
shares
|
$9.73 Million
0.28% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
192,735
shares
|
$8.6 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
167,645
shares
|
$7.48 Million
0.53% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
164,608
shares
|
$7.35 Million
1.39% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
151,921
shares
|
$6.78 Million
0.43% of portfolio
|
Q2 2023
Added 4.89%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
146,392
shares
|
$6.53 Million
1.37% of portfolio
|
Q2 2025
Added 96.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
145,443
shares
|
$6.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
144,416
shares
|
$6.45 Million
0.05% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
131,922
shares
|
$5.89 Million
0.34% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
131,896
shares
|
$5.89 Million
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
125,549
shares
|
$5.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
125,512
shares
|
$5.6 Million
0.04% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
124,433
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
120,064
shares
|
$5.36 Million
0.38% of portfolio
|
Q2 2025
Added 67.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
114,992
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
112,200
shares
|
$5.01 Million
0.31% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
106,530
shares
|
$4.76 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
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
103,613
shares
|
$4.63 Million
2.86% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
95,248
shares
|
$4.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
94,787
shares
|
$4.23 Million
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
86,849
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
84,002
shares
|
$3.75 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
81,849
shares
|
$3.65 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.32%
|