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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
8,064
shares
|
$357,880
0.02% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
7,905
shares
|
$350,823
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,805
shares
|
$346,385
0.01% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
7,762
shares
|
$344,477
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
7,745
shares
|
$343,723
0.0% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,698
shares
|
$341,637
0.01% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,670
shares
|
$340,394
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
7,420
shares
|
$329,299
0.02% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
7,375
shares
|
$327,302
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,374
shares
|
$327,258
0.0% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
7,356
shares
|
$326,459
0.01% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,329
shares
|
$325,261
0.0% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,252
shares
|
$321,843
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,250
shares
|
$321,755
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
7,161
shares
|
$317,805
0.06% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
7,150
shares
|
$317,317
0.03% of portfolio
|
Q4 2023
Reduced 6.54%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,104
shares
|
$315,275
0.01% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,075
shares
|
$313,988
0.03% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,973
shares
|
$309,461
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
6,973
shares
|
$309,461
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,967
shares
|
$309,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,898
shares
|
$306,133
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,872
shares
|
$304,979
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,835
shares
|
$303,337
0.2% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
6,834
shares
|
$303,292
0.09% of portfolio
|
Q3 2025
Added 22.69%
|
|