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 290 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
7,420
shares
|
$309,043
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
7,375
shares
|
$307,168
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,363
shares
|
$306,668
0.01% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
7,325
shares
|
$305,086
0.03% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,257
shares
|
$302,254
0.0% of portfolio
|
Q3 2024
Added 82.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,250
shares
|
$301,962
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
7,154
shares
|
$297,964
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
7,150
shares
|
$297,797
0.03% of portfolio
|
Q4 2023
Reduced 6.54%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
7,025
shares
|
$292,591
0.07% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,025
shares
|
$292,591
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,003
shares
|
$291,674
0.0% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,959
shares
|
$289,842
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
6,800
shares
|
$283,220
0.07% of portfolio
|
Q4 2023
Reduced 44.6%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
6,774
shares
|
$282,137
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
6,750
shares
|
$281,137
0.03% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
6,640
shares
|
$276,556
0.03% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,553
shares
|
$272,932
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,255
shares
|
$260,520
0.0% of portfolio
|
Q1 2024
Added 8.69%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,960
shares
|
$248,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
5,946
shares
|
$247,650
0.06% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,946
shares
|
$247,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,825
shares
|
$242,611
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
5,790
shares
|
$241,153
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
5,766
shares
|
$240,153
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,742
shares
|
$239,154
0.13% of portfolio
|
Q3 2024
Added 0.31%
|