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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
19,839
shares
|
$880,454
0.26% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
19,577
shares
|
$868,827
0.04% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
18,928
shares
|
$840,024
0.13% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
18,617
shares
|
$826,222
0.0% of portfolio
|
Q3 2025
Added 55.58%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
18,518
shares
|
$821,828
0.07% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,400
shares
|
$816,592
0.02% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,017
shares
|
$799,594
0.0% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
17,975
shares
|
$797,730
0.06% of portfolio
|
Q2 2024
Added 23.97%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,922
shares
|
$795,378
0.0% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,861
shares
|
$792,671
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
17,065
shares
|
$757,344
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
16,680
shares
|
$740,258
0.05% of portfolio
|
Q4 2025
Added 14.48%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
16,563
shares
|
$735,065
0.0% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,480
shares
|
$731,382
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,181
shares
|
$718,112
0.0% of portfolio
|
Q3 2023
Added 367.25%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
15,381
shares
|
$682,608
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
14,628
shares
|
$649,190
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
14,279
shares
|
$633,702
0.21% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
14,205
shares
|
$630,417
0.56% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
14,138
shares
|
$627,444
0.05% of portfolio
|
Q4 2025
Added 119.09%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
13,714
shares
|
$608,627
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
13,552
shares
|
$601,437
0.1% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
13,500
shares
|
$599,130
0.14% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
13,310
shares
|
$590,697
0.2% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,181
shares
|
$584,972
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|