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 326 institutions that hold shares in the stock, with a total of 23.4 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,407
shares
|
$195,582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
4,340
shares
|
$192,609
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
4,330
shares
|
$192,165
0.1% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,240
shares
|
$188,171
0.07% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3,885
shares
|
$172,416
0.05% of portfolio
|
Q2 2024
Reduced 24.93%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,758
shares
|
$166,780
0.01% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,335
shares
|
$148,007
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
2,858
shares
|
$126,838
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,706
shares
|
$120,092
0.0% of portfolio
|
Q3 2025
Reduced 28.34%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,680
shares
|
$118,938
0.03% of portfolio
|
Q4 2024
Added 502.25%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,643
shares
|
$117,296
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,500
shares
|
$110,950
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
2,380
shares
|
$105,624
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,361
shares
|
$104,781
0.0% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,354
shares
|
$104,470
0.01% of portfolio
|
Q1 2025
Reduced 97.36%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,309
shares
|
$102,473
0.0% of portfolio
|
Q3 2025
Added 360.88%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,255
shares
|
$100,076
0.0% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$88,760
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,849
shares
|
$82,058
0.01% of portfolio
|
Q3 2025
Added 1612.04%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
1,790
shares
|
$79,440
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,732
shares
|
$76,866
0.0% of portfolio
|
Q1 2025
Added 66.54%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,732
shares
|
$76,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,727
shares
|
$76,644
0.01% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,625
shares
|
$72,117
0.02% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,624
shares
|
$72,073
0.0% of portfolio
|
Q2 2025
Added 38.92%
|
|