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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
165
shares
|
$6,796
0.0% of portfolio
|
Q3 2024
Reduced 59.76%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
165
shares
|
$6,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
160
shares
|
$6,590
0.0% of portfolio
|
Q2 2024
Reduced 90.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
139
shares
|
$5,725
0.0% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
130
shares
|
$5,354
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
103
shares
|
$4,242
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$4,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$4,119
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
95
shares
|
$3,913
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
90
shares
|
$3,707
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
80
shares
|
$3,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
77
shares
|
$3,171
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$2,883
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
61
shares
|
$2,512
0.0% of portfolio
|
Q1 2024
Reduced 81.23%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
50
shares
|
$2,059
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
34
shares
|
$1,400
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
32
shares
|
$1,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$1,070
0.0% of portfolio
|
Q4 2024
Reduced 67.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
25
shares
|
$1,029
0.0% of portfolio
|
Q1 2022
Reduced 24.24%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
24
shares
|
$988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
10
shares
|
$411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|