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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
6,800
shares
|
$301,784
0.07% of portfolio
|
Q4 2023
Reduced 44.6%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
6,774
shares
|
$300,630
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
6,750
shares
|
$299,565
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,715
shares
|
$298,011
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
6,699
shares
|
$297,301
0.01% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
6,693
shares
|
$297,035
0.18% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,676
shares
|
$296,280
0.0% of portfolio
|
Q3 2025
Added 170.5%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,390
shares
|
$283,588
0.0% of portfolio
|
Q3 2025
Reduced 24.5%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
6,255
shares
|
$277,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,150
shares
|
$272,937
0.05% of portfolio
|
Q1 2024
Reduced 23.69%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,080
shares
|
$269,830
0.0% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
6,000
shares
|
$266,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,960
shares
|
$264,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
5,958
shares
|
$264,416
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
5,947
shares
|
$263,927
0.0% of portfolio
|
Q4 2025
Added 15.57%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,810
shares
|
$257,847
0.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 20, 2026 Q4 2025 |
5,790
shares
|
$256,960
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
5,723
shares
|
$253,986
0.07% of portfolio
|
Q4 2025
Reduced 16.26%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,720
shares
|
$253,853
0.0% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,720
shares
|
$253,853
0.01% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,685
shares
|
$252,300
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
5,670
shares
|
$251,634
0.03% of portfolio
|
Q4 2024
Reduced 45.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
5,600
shares
|
$248,528
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,553
shares
|
$246,442
0.0% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,493
shares
|
$243,779
0.0% of portfolio
|
Q2 2025
Added 21.39%
|
|