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 Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
11,656
shares
|
$479,760
0.06% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
11,398
shares
|
$469,141
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
11,364
shares
|
$467,742
0.14% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
11,004
shares
|
$452,924
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,714
shares
|
$440,988
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,578
shares
|
$435,390
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
10,500
shares
|
$432,179
0.14% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,356
shares
|
$426,252
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
10,168
shares
|
$418,514
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
9,908
shares
|
$407,813
0.15% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,855
shares
|
$405,631
0.05% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,752
shares
|
$401,392
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
9,648
shares
|
$397,111
0.14% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,430
shares
|
$388,138
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
9,364
shares
|
$385,422
0.0% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
9,155
shares
|
$376,819
0.02% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
9,060
shares
|
$372,909
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,059
shares
|
$372,868
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,054
shares
|
$372,662
0.01% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
8,880
shares
|
$365,500
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,464
shares
|
$348,378
0.0% of portfolio
|
Q1 2025
Reduced 28.69%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
8,165
shares
|
$336,071
0.01% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,163
shares
|
$335,989
0.0% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,073
shares
|
$332,284
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
7,976
shares
|
$328,292
0.22% of portfolio
|
Q4 2024
Reduced 6.11%
|