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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
32,087
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,748
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
31,052
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
30,492
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
28,949
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,789
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
27,636
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 79.06%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
26,399
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
26,128
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
25,681
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
25,391
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
24,359
shares
|
$1 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
24,291
shares
|
$999,817
0.03% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
23,525
shares
|
$968,288
0.09% of portfolio
|
Q3 2023
Added 392.98%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
22,440
shares
|
$923,630
0.11% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
21,560
shares
|
$887,409
0.0% of portfolio
|
Q1 2025
Added 726.05%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
20,948
shares
|
$862,219
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
20,748
shares
|
$853,987
0.42% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
20,589
shares
|
$847,443
0.24% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,338
shares
|
$837,112
0.0% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
20,237
shares
|
$832,954
0.53% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
20,070
shares
|
$826,081
0.05% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,814
shares
|
$774,384
0.0% of portfolio
|
Q1 2025
Added 56.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
18,402
shares
|
$757,426
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,400
shares
|
$757,343
0.02% of portfolio
|
Q2 2025
Reduced 10.58%
|