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 299 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
19,684,630
shares
|
$725 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,611,574
shares
|
$96.2 Million
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,321,060
shares
|
$48.6 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,125,538
shares
|
$41.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,083,891
shares
|
$39.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,013,774
shares
|
$37.3 Million
1.6% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,009,453
shares
|
$37.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
936,627
shares
|
$34.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
884,992
shares
|
$32.6 Million
4.56% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
770,239
shares
|
$28.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
691,179
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
676,495
shares
|
$24.9 Million
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
670,623
shares
|
$24.7 Million
2.7% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
525,359
shares
|
$19.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
505,921
shares
|
$18.6 Million
0.12% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
446,483
shares
|
$16.4 Million
0.0% of portfolio
|
Q4 2024
Added 118.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
431,612
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
420,498
shares
|
$15.5 Million
1.38% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
299,732
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.92%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
271,234
shares
|
$9.99 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
258,765
shares
|
$9.53 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
258,564
shares
|
$9.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
257,630
shares
|
$9.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
229,594
shares
|
$8.45 Million
4.88% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
209,521
shares
|
$7.71 Million
0.27% of portfolio
|
Q1 2025
Added 9.91%
|