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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
525
shares
|
$23,299
0.0% of portfolio
|
Q3 2023
Added 294.74%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
515
shares
|
$22,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
511
shares
|
$22,678
0.0% of portfolio
|
Q3 2025
Added 437.89%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
485
shares
|
$21,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
470
shares
|
$20,858
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
461
shares
|
$20,459
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
420
shares
|
$18,639
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
420
shares
|
$18,639
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
415
shares
|
$18,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
400
shares
|
$17,752
0.0% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
390
shares
|
$17,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
378
shares
|
$16,775
0.0% of portfolio
|
Q1 2025
Added 266.99%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
360
shares
|
$15,976
0.0% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
331
shares
|
$14,689
0.0% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
320
shares
|
$14,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
295
shares
|
$13,092
0.0% of portfolio
|
Q4 2023
Reduced 44.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
289
shares
|
$12,825
0.0% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$11,095
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
242
shares
|
$10,739
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
240
shares
|
$10,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
238
shares
|
$10,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
225
shares
|
$9,985
0.0% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
224
shares
|
$9,941
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
220
shares
|
$9,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
185
shares
|
$8,210
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|