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 283 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 $1.71 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
56,661
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2024
Added 2.66%
|
|
Clarius Group, LLC
Seattle, WA |
Jul 11, 2024 Q2 2024 |
54,978
shares
|
$2.28 Million
0.15% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
44,617
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.11%
|
|
Marquette Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
44,134
shares
|
$1.83 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
42,201
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.74 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
41,800
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
41,717
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2024
Added 419.38%
|
|
Boston Standard Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
41,251
shares
|
$1.71 Million
0.35% of portfolio
|
Q2 2024
Added 0.85%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
40,743
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 12, 2024 Q2 2024 |
39,684
shares
|
$1.64 Million
0.53% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.61 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
Kwb Wealth
Redlands, CA |
Jul 23, 2024 Q2 2024 |
37,499
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Resonant Capital Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
36,727
shares
|
$1.52 Million
0.11% of portfolio
|
Q1 2024
Added 0.72%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
35,627
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2024
Added 199.74%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
35,417
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,020
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
34,298
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
31,382
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
29,077
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 8.94%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
28,266
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
27,009
shares
|
$1.12 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
26,458
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2024
Added 14.4%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
26,068
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2024
Added 0.1%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
25,970
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
New holding
|