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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
12,379
shares
|
$549,380
0.01% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,255
shares
|
$543,876
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
12,200
shares
|
$541,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,162
shares
|
$539,749
0.0% of portfolio
|
Q3 2025
Added 1209.15%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
11,606
shares
|
$515,074
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
11,406
shares
|
$506,198
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
11,340
shares
|
$503,269
0.02% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,199
shares
|
$497,011
0.0% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,016
shares
|
$488,890
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
11,004
shares
|
$488,357
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
10,930
shares
|
$485,073
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
10,903
shares
|
$483,875
0.14% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,500
shares
|
$465,990
0.15% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,490
shares
|
$465,546
0.06% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
10,443
shares
|
$463,460
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,085
shares
|
$447,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
10,000
shares
|
$443,800
0.06% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
9,855
shares
|
$437,364
0.06% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
9,779
shares
|
$433,992
0.15% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,752
shares
|
$432,793
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
9,488
shares
|
$421,077
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,032
shares
|
$400,840
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,024
shares
|
$400,485
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
8,880
shares
|
$394,094
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,163
shares
|
$362,273
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|