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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
31,461
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
31,426
shares
|
$1.4 Million
0.4% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
30,546
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
29,964
shares
|
$1.34 Million
0.67% of portfolio
|
Q2 2025
Added 71242.86%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
29,138
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
28,799
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
27,797
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
27,390
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
25,941
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
25,811
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
25,567
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
25,213
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
25,043
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
24,229
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,115
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.87%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
23,983
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
23,525
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2023
Added 392.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
22,770
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 298.98%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
22,440
shares
|
$1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,280
shares
|
$994,579
0.15% of portfolio
|
Q2 2025
Reduced 47.3%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
20,748
shares
|
$926,190
0.42% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
20,614
shares
|
$920,208
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
20,612
shares
|
$920,119
0.26% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
20,237
shares
|
$903,379
0.53% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
20,070
shares
|
$895,924
0.05% of portfolio
|
Q4 2024
Reduced 9.62%
|