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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
5,485
shares
|
$243,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,481
shares
|
$243,246
0.0% of portfolio
|
Q4 2025
Added 24.37%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
5,399
shares
|
$239,607
0.0% of portfolio
|
Q4 2025
Reduced 20.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,390
shares
|
$239,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,354
shares
|
$237,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
5,325
shares
|
$236,323
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
5,175
shares
|
$229,666
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
5,165
shares
|
$229,222
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,129
shares
|
$227,625
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,100
shares
|
$226,338
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,005
shares
|
$222,121
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,963
shares
|
$220,257
0.0% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,961
shares
|
$220,169
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
4,889
shares
|
$216,973
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,885
shares
|
$216,796
0.01% of portfolio
|
Q3 2025
Added 30.09%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
4,768
shares
|
$211,603
0.0% of portfolio
|
Q4 2025
Added 6.29%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,746
shares
|
$210,627
0.01% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,725
shares
|
$209,695
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
4,649
shares
|
$206,322
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,625
shares
|
$205,257
0.04% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
4,550
shares
|
$201,929
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,535
shares
|
$201,263
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,532
shares
|
$201,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,525
shares
|
$200,819
0.01% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
4,472
shares
|
$198,467
0.16% of portfolio
|
Q3 2025
Reduced 19.6%
|
|