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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,291
shares
|
$236,190
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,281
shares
|
$235,743
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,220
shares
|
$233,020
0.01% of portfolio
|
Q1 2025
Added 98.1%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,176
shares
|
$231,056
0.0% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
5,165
shares
|
$230,565
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,147
shares
|
$229,762
0.01% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,129
shares
|
$228,958
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,100
shares
|
$227,664
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
5,039
shares
|
$224,940
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
5,005
shares
|
$223,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,961
shares
|
$221,459
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
4,900
shares
|
$218,736
0.01% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,725
shares
|
$210,924
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,675
shares
|
$208,692
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,640
shares
|
$207,129
0.01% of portfolio
|
Q2 2025
Added 29.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
4,340
shares
|
$193,737
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
4,330
shares
|
$193,291
0.09% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,240
shares
|
$189,273
0.07% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,950
shares
|
$176,328
0.04% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
3,885
shares
|
$173,426
0.05% of portfolio
|
Q2 2024
Reduced 24.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,835
shares
|
$171,194
0.0% of portfolio
|
Q2 2025
Added 99.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,776
shares
|
$168,560
0.0% of portfolio
|
Q2 2025
Added 36.12%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,758
shares
|
$167,757
0.01% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,755
shares
|
$167,623
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,858
shares
|
$127,581
0.02% of portfolio
|
Q2 2025
New holding
|