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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,794
shares
|
$838,964
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
18,725
shares
|
$835,884
0.08% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
18,568
shares
|
$828,875
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,400
shares
|
$821,376
0.02% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
17,975
shares
|
$802,404
0.07% of portfolio
|
Q2 2024
Added 23.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,507
shares
|
$781,512
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
17,156
shares
|
$765,843
0.66% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,602
shares
|
$741,113
0.0% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,520
shares
|
$737,452
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,455
shares
|
$734,551
0.0% of portfolio
|
Q2 2025
Added 74.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,181
shares
|
$722,319
0.0% of portfolio
|
Q3 2023
Added 367.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16,025
shares
|
$715,356
0.02% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
15,733
shares
|
$702,321
0.0% of portfolio
|
Q4 2024
Added 59.68%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,543
shares
|
$693,839
0.0% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15,372
shares
|
$686,206
0.03% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,349
shares
|
$685,179
0.22% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,878
shares
|
$664,153
0.0% of portfolio
|
Q2 2025
Added 91.92%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
14,628
shares
|
$652,993
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
13,917
shares
|
$621,254
0.2% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
13,846
shares
|
$618,085
0.0% of portfolio
|
Q2 2025
Added 47.86%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
13,552
shares
|
$604,961
0.1% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,503
shares
|
$602,773
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
13,500
shares
|
$602,640
0.12% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,178
shares
|
$588,265
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
13,106
shares
|
$585,051
0.0% of portfolio
|
Q2 2025
New holding
|