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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,464
shares
|
$377,832
0.0% of portfolio
|
Q1 2025
Reduced 28.69%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
8,419
shares
|
$375,824
0.0% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,170
shares
|
$364,708
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
7,975
shares
|
$356,004
0.02% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
7,975
shares
|
$356,004
0.01% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
7,905
shares
|
$352,879
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,795
shares
|
$347,968
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
7,762
shares
|
$346,495
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,698
shares
|
$343,638
0.01% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,670
shares
|
$342,388
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,665
shares
|
$342,165
0.0% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
7,420
shares
|
$331,228
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
7,375
shares
|
$329,220
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
7,371
shares
|
$329,041
0.06% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,350
shares
|
$328,104
0.01% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
7,313
shares
|
$326,452
0.19% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,250
shares
|
$323,640
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,240
shares
|
$323,193
0.01% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,159
shares
|
$319,577
0.01% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
7,150
shares
|
$319,176
0.02% of portfolio
|
Q4 2023
Reduced 6.54%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,148
shares
|
$319,086
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,075
shares
|
$315,828
0.03% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,967
shares
|
$311,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
6,960
shares
|
$310,694
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
6,956
shares
|
$310,515
0.01% of portfolio
|
Q2 2025
Reduced 4.91%
|