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 325 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
227,864
shares
|
$10.1 Million
0.7% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
186,356
shares
|
$8.27 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
170,909
shares
|
$7.58 Million
0.53% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
163,370
shares
|
$7.25 Million
1.41% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
157,948
shares
|
$7.01 Million
0.06% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
151,921
shares
|
$6.74 Million
0.43% of portfolio
|
Q2 2023
Added 4.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
148,544
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
147,660
shares
|
$6.55 Million
0.22% of portfolio
|
Q4 2025
Reduced 32.68%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
144,661
shares
|
$6.42 Million
1.34% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
138,509
shares
|
$6.15 Million
0.0% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
132,476
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2025
Added 1036.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
130,487
shares
|
$5.79 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
128,893
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2025
Added 104.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
122,868
shares
|
$5.45 Million
0.1% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
122,057
shares
|
$5.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
121,856
shares
|
$5.41 Million
3.42% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
121,463
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
116,443
shares
|
$5.17 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
115,056
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
112,200
shares
|
$4.98 Million
0.32% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
106,530
shares
|
$4.73 Million
0.13% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
95,248
shares
|
$4.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
81,849
shares
|
$3.63 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,843
shares
|
$3.59 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.69%
|
|