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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
17,975
shares
|
$739,850
0.07% of portfolio
|
Q2 2024
Added 23.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,900
shares
|
$736,763
0.01% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
17,799
shares
|
$732,606
0.01% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
17,451
shares
|
$718,283
0.09% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
17,282
shares
|
$711,327
0.64% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
16,335
shares
|
$672,348
0.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,181
shares
|
$666,009
0.0% of portfolio
|
Q3 2023
Added 367.25%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
15,733
shares
|
$647,570
0.0% of portfolio
|
Q4 2024
Added 59.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,522
shares
|
$638,885
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14,750
shares
|
$607,110
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
14,628
shares
|
$602,088
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
14,603
shares
|
$601,059
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
14,588
shares
|
$600,442
0.0% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
14,345
shares
|
$590,440
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
14,106
shares
|
$580,602
0.2% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
13,838
shares
|
$569,572
0.08% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
13,552
shares
|
$557,800
0.1% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,503
shares
|
$555,783
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
13,500
shares
|
$555,660
0.12% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
13,481
shares
|
$554,877
0.0% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,175
shares
|
$542,283
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,934
shares
|
$532,363
0.03% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,803
shares
|
$526,971
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
12,124
shares
|
$499,023
0.01% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
12,072
shares
|
$496,883
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|