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 289 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
174,653
shares
|
$7.48 Million
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
171,081
shares
|
$7.32 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
167,075
shares
|
$7.15 Million
0.07% of portfolio
|
Q3 2024
Added 44.33%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
151,921
shares
|
$6.5 Million
0.43% of portfolio
|
Q2 2023
Added 4.89%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
140,491
shares
|
$6.01 Million
0.42% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
134,945
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
131,607
shares
|
$5.63 Million
0.15% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
129,281
shares
|
$5.53 Million
0.39% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
114,377
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
112,200
shares
|
$4.8 Million
0.33% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
111,830
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
108,674
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
106,530
shares
|
$4.56 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
|
$4.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
103,269
shares
|
$4.42 Million
0.04% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
100,066
shares
|
$4.28 Million
0.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
96,142
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
93,128
shares
|
$3.99 Million
0.04% of portfolio
|
Q3 2024
Added 882.78%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
81,849
shares
|
$3.5 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,843
shares
|
$3.46 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
76,947
shares
|
$3.29 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
75,013
shares
|
$3.21 Million
0.91% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
71,995
shares
|
$3.08 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
67,743
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
63,645
shares
|
$2.72 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.22%
|