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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,843
shares
|
$3.33 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
76,618
shares
|
$3.16 Million
0.9% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
76,031
shares
|
$3.13 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
69,935
shares
|
$2.88 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
65,267
shares
|
$2.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
61,707
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
60,893
shares
|
$2.51 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
58,276
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
54,978
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
47,855
shares
|
$1.97 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,744
shares
|
$1.76 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
42,315
shares
|
$1.74 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
42,303
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
42,240
shares
|
$1.74 Million
0.11% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
42,085
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
41,937
shares
|
$1.73 Million
1.0% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
39,825
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
39,684
shares
|
$1.63 Million
0.52% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,757
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,364
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
36,800
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
36,322
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
36,008
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,020
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
34,857
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 1.99%
|