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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,867
shares
|
$306,542
0.02% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,867
shares
|
$306,542
0.0% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,835
shares
|
$305,114
0.2% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,807
shares
|
$303,864
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,800
shares
|
$303,552
0.07% of portfolio
|
Q4 2023
Reduced 44.6%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
6,774
shares
|
$302,391
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
6,750
shares
|
$301,320
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,461
shares
|
$288,419
0.0% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
6,255
shares
|
$279,223
0.0% of portfolio
|
Q1 2024
Added 8.69%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,150
shares
|
$274,536
0.05% of portfolio
|
Q1 2024
Reduced 23.69%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,960
shares
|
$266,054
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
5,908
shares
|
$263,733
0.0% of portfolio
|
Q2 2025
Added 27.77%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,796
shares
|
$258,733
0.11% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
5,790
shares
|
$258,465
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,720
shares
|
$255,340
0.0% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,701
shares
|
$254,492
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
5,685
shares
|
$253,778
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,670
shares
|
$253,108
0.03% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,617
shares
|
$250,742
0.01% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,570
shares
|
$248,644
0.07% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
5,562
shares
|
$248,287
0.19% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,493
shares
|
$245,207
0.0% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,485
shares
|
$244,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,390
shares
|
$240,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,299
shares
|
$236,547
0.0% of portfolio
|
Q2 2025
New holding
|