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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
11,256
shares
|
$463,634
0.0% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
11,205
shares
|
$461,533
0.03% of portfolio
|
Q4 2024
Reduced 22.25%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
11,004
shares
|
$453,254
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,690
shares
|
$440,321
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10,500
shares
|
$432,495
0.15% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,379
shares
|
$427,511
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
10,167
shares
|
$418,778
0.06% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,947
shares
|
$409,716
0.01% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
9,855
shares
|
$405,927
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
9,802
shares
|
$403,744
0.17% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
9,770
shares
|
$402,426
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,555
shares
|
$393,570
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
9,480
shares
|
$390,481
0.02% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,476
shares
|
$390,316
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,126
shares
|
$375,899
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
8,880
shares
|
$365,767
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
8,644
shares
|
$356,046
0.01% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,280
shares
|
$341,053
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,191
shares
|
$337,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,163
shares
|
$336,233
0.0% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
7,976
shares
|
$328,531
0.23% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,955
shares
|
$327,666
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
7,905
shares
|
$325,606
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
7,733
shares
|
$318,522
0.21% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
7,710
shares
|
$317,574
0.19% of portfolio
|
Q3 2024
Reduced 2.59%
|