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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,592
shares
|
$70,652
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,565
shares
|
$69,454
0.0% of portfolio
|
Q1 2022
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,554
shares
|
$68,966
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,532
shares
|
$67,990
0.0% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,515
shares
|
$67,235
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,496
shares
|
$66,392
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,481
shares
|
$65,726
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,480
shares
|
$65,682
0.02% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,323
shares
|
$58,714
0.01% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,313
shares
|
$58,270
0.01% of portfolio
|
Q3 2023
Added 399.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,168
shares
|
$51,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,100
shares
|
$48,818
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
1,095
shares
|
$48,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,020
shares
|
$45,267
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
919
shares
|
$40,785
0.0% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
914
shares
|
$40,563
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
869
shares
|
$38,566
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
860
shares
|
$38,166
0.03% of portfolio
|
Q4 2024
Reduced 67.85%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
835
shares
|
$37,057
0.09% of portfolio
|
Q2 2021
Reduced 32.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
824
shares
|
$36,569
0.0% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
765
shares
|
$33,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
750
shares
|
$33,285
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
725
shares
|
$32,175
0.0% of portfolio
|
Q3 2025
Added 72.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
632
shares
|
$28,048
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
625
shares
|
$27,737
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|