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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,843
shares
|
$3.61 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
78,085
shares
|
$3.49 Million
1.64% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
73,199
shares
|
$3.27 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,881
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
59,734
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
57,268
shares
|
$2.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
53,661
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
53,048
shares
|
$2.37 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
51,579
shares
|
$2.3 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
48,438
shares
|
$2.16 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
48,364
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
47,589
shares
|
$2.12 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
44,623
shares
|
$1.99 Million
0.33% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.87 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
41,892
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
41,166
shares
|
$1.84 Million
0.07% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
39,749
shares
|
$1.77 Million
0.47% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.73 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,364
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
35,954
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2025
Added 370.6%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,020
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
34,517
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
33,492
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
31,978
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
31,584
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|