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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
7,905
shares
|
$325,369
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,818
shares
|
$321,788
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
7,762
shares
|
$319,483
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,752
shares
|
$319,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,698
shares
|
$316,849
0.02% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,670
shares
|
$315,697
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
7,640
shares
|
$314,462
0.05% of portfolio
|
Q1 2025
Added 122.81%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
7,614
shares
|
$313,392
0.06% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,520
shares
|
$309,523
0.01% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
7,420
shares
|
$305,407
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,415
shares
|
$305,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
7,375
shares
|
$303,555
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,363
shares
|
$303,061
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
7,315
shares
|
$301,085
0.01% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,250
shares
|
$298,410
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7,150
shares
|
$294,294
0.02% of portfolio
|
Q4 2023
Reduced 6.54%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
7,111
shares
|
$292,688
0.0% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,075
shares
|
$291,207
0.03% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
7,025
shares
|
$289,149
0.06% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
6,946
shares
|
$285,897
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,915
shares
|
$284,621
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,867
shares
|
$282,645
0.02% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,835
shares
|
$281,328
0.2% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,807
shares
|
$280,176
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
6,800
shares
|
$279,888
0.07% of portfolio
|
Q4 2023
Reduced 44.6%
|