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 |
|---|---|---|---|---|---|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
17,468
shares
|
$719,506
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
16,876
shares
|
$695,122
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
16,316
shares
|
$672,056
0.25% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,181
shares
|
$666,495
0.0% of portfolio
|
Q3 2023
Added 367.25%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
15,733
shares
|
$648,042
0.0% of portfolio
|
Q4 2024
Added 59.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,449
shares
|
$636,344
0.01% of portfolio
|
Q4 2024
Added 41.41%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
15,242
shares
|
$627,817
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,016
shares
|
$618,509
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
14,602
shares
|
$601,456
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
14,599
shares
|
$601,332
0.03% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
14,219
shares
|
$585,680
0.22% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
13,725
shares
|
$565,332
0.1% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
13,560
shares
|
$558,536
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,500
shares
|
$556,065
0.13% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,174
shares
|
$542,637
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
13,068
shares
|
$538,270
0.18% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,021
shares
|
$536,334
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
12,442
shares
|
$512,485
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,152
shares
|
$500,540
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,102
shares
|
$498,481
0.0% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,997
shares
|
$494,156
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
11,969
shares
|
$493,003
0.07% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
11,904
shares
|
$490,325
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,869
shares
|
$488,884
0.0% of portfolio
|
Q4 2024
Reduced 21.99%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,397
shares
|
$469,442
0.03% of portfolio
|
Q4 2024
Added 0.08%
|