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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
77,457
shares
|
$3.19 Million
0.84% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
75,963
shares
|
$3.13 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
74,597
shares
|
$3.07 Million
0.76% of portfolio
|
Q1 2025
Added 207.83%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
71,872
shares
|
$2.96 Million
0.23% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,881
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
59,808
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59,641
shares
|
$2.45 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,634
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
56,822
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
53,453
shares
|
$2.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
51,579
shares
|
$2.12 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
47,681
shares
|
$1.96 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
44,623
shares
|
$1.84 Million
0.33% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
43,204
shares
|
$1.78 Million
0.09% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
42,280
shares
|
$1.74 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.73 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,870
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
39,749
shares
|
$1.64 Million
0.47% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,364
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
36,269
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,553
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,020
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
34,894
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
33,492
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.81%
|