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 298 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,430
shares
|
$58,901
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,380
shares
|
$56,842
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,313
shares
|
$54,082
0.01% of portfolio
|
Q3 2023
Added 399.24%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,243
shares
|
$51,199
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,238
shares
|
$50,993
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,169
shares
|
$48,151
0.0% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,040
shares
|
$42,837
0.0% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,022
shares
|
$42,096
0.0% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,020
shares
|
$42,013
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
995
shares
|
$40,984
0.0% of portfolio
|
Q3 2024
Added 73.04%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
946
shares
|
$38,965
0.0% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
919
shares
|
$37,853
0.0% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
908
shares
|
$37,400
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
869
shares
|
$35,794
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
860
shares
|
$35,423
0.03% of portfolio
|
Q4 2024
Reduced 67.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
846
shares
|
$34,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
835
shares
|
$34,393
0.09% of portfolio
|
Q2 2021
Reduced 32.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
824
shares
|
$33,940
0.0% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
820
shares
|
$33,775
0.0% of portfolio
|
Q4 2024
Added 26.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
795
shares
|
$32,746
0.0% of portfolio
|
Q4 2024
Added 62.91%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
781
shares
|
$32,169
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
765
shares
|
$31,510
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
758
shares
|
$31,222
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
750
shares
|
$30,892
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
625
shares
|
$25,743
0.01% of portfolio
|
Q3 2023
Added 400.0%
|