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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
192,666
shares
|
$7.94 Million
0.08% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
191,374
shares
|
$7.88 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
190,636
shares
|
$7.85 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
187,945
shares
|
$7.74 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
170,241
shares
|
$7.01 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
152,333
shares
|
$6.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
151,921
shares
|
$6.26 Million
0.43% of portfolio
|
Q2 2023
Added 4.89%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
149,618
shares
|
$6.16 Million
0.48% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
136,234
shares
|
$5.61 Million
0.14% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
133,000
shares
|
$5.48 Million
0.01% of portfolio
|
Q4 2024
Added 174.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
131,978
shares
|
$5.44 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
128,266
shares
|
$5.28 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
127,160
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
115,457
shares
|
$4.76 Million
0.04% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
112,200
shares
|
$4.62 Million
0.33% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
110,187
shares
|
$4.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
107,286
shares
|
$4.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
106,530
shares
|
$4.39 Million
0.13% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
106,470
shares
|
$4.39 Million
3.44% of portfolio
|
Q4 2024
Added 512.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
104,325
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
102,587
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
98,401
shares
|
$4.05 Million
0.04% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
97,756
shares
|
$4.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
81,849
shares
|
$3.37 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.32%
|