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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
6,774
shares
|
$278,817
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
6,750
shares
|
$277,830
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,706
shares
|
$276,018
0.0% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
6,255
shares
|
$257,455
0.0% of portfolio
|
Q1 2024
Added 8.69%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,150
shares
|
$253,133
0.05% of portfolio
|
Q1 2024
Reduced 23.69%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,150
shares
|
$253,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,979
shares
|
$246,095
0.0% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,960
shares
|
$245,313
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,946
shares
|
$244,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,928
shares
|
$243,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,899
shares
|
$242,802
0.0% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,847
shares
|
$240,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
5,847
shares
|
$240,662
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,825
shares
|
$239,756
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
5,790
shares
|
$238,316
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
5,781
shares
|
$237,945
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
5,745
shares
|
$236,464
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,720
shares
|
$235,435
0.0% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
5,707
shares
|
$234,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,670
shares
|
$233,377
0.03% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,617
shares
|
$231,195
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
5,598
shares
|
$230,413
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,570
shares
|
$229,261
0.07% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,485
shares
|
$225,762
0.0% of portfolio
|
Q1 2025
Reduced 22.8%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,465
shares
|
$224,939
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|