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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
32,869
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
32,734
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
31,861
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
31,821
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,160
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
29,212
shares
|
$1.3 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
27,206
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
26,373
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
25,941
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
25,751
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
25,054
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,568
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
24,230
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
24,090
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
23,608
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
23,525
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2023
Added 392.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
23,086
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
22,440
shares
|
$995,887
0.11% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
21,823
shares
|
$968,504
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
20,890
shares
|
$927,098
0.53% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
20,335
shares
|
$902,467
0.01% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
20,237
shares
|
$898,118
0.53% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
20,113
shares
|
$892,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
20,070
shares
|
$890,706
0.05% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
19,839
shares
|
$880,454
0.26% of portfolio
|
Q3 2025
Reduced 3.75%
|
|