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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
33,492
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
33,163
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,759
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.0%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
29,194
shares
|
$1.2 Million
0.4% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
27,930
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
27,789
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
26,121
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
26,078
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
25,394
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
25,177
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
24,233
shares
|
$998,157
0.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
23,525
shares
|
$968,994
0.09% of portfolio
|
Q3 2023
Added 392.98%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
22,440
shares
|
$924,303
0.12% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
22,392
shares
|
$922,326
0.01% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
21,880
shares
|
$901,237
0.57% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
20,579
shares
|
$847,649
0.25% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
20,578
shares
|
$847,607
0.02% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
20,237
shares
|
$833,562
0.53% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
20,070
shares
|
$826,683
0.06% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
19,145
shares
|
$788,582
0.56% of portfolio
|
Q2 2023
Added 8.5%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
17,975
shares
|
$740,390
0.08% of portfolio
|
Q2 2024
Added 23.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,950
shares
|
$739,360
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,910
shares
|
$737,712
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,860
shares
|
$735,653
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
17,511
shares
|
$721,278
0.07% of portfolio
|
Q4 2024
Reduced 4.55%
|