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 |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
77,848
shares
|
$3.45 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
76,162
shares
|
$3.38 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
74,949
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
72,139
shares
|
$3.2 Million
0.76% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
67,593
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
56,514
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
55,659
shares
|
$2.47 Million
0.36% of portfolio
|
Q4 2025
Added 6.77%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
54,824
shares
|
$2.43 Million
0.14% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
54,112
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Added 37.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
53,092
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
51,576
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
48,280
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 53.46%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
47,510
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
47,334
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2025
Added 13.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
46,798
shares
|
$2.08 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
44,478
shares
|
$1.97 Million
0.12% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
44,266
shares
|
$1.96 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.86 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
41,899
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
39,835
shares
|
$1.77 Million
0.47% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
38,423
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 670.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
36,291
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
34,453
shares
|
$1.53 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
32,941
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 111.93%
|
|