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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,390
shares
|
$239,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,354
shares
|
$237,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
5,325
shares
|
$236,323
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
5,175
shares
|
$229,666
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
5,165
shares
|
$229,222
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
5,147
shares
|
$228,423
0.01% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,146
shares
|
$228,379
0.0% of portfolio
|
Q3 2025
Added 226.94%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,129
shares
|
$227,625
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,100
shares
|
$226,338
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,005
shares
|
$222,121
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,993
shares
|
$221,589
0.0% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,961
shares
|
$220,169
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,885
shares
|
$216,796
0.01% of portfolio
|
Q3 2025
Added 30.09%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,725
shares
|
$209,695
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
4,649
shares
|
$206,322
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
4,631
shares
|
$205,523
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,625
shares
|
$205,257
0.04% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
4,550
shares
|
$201,929
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,535
shares
|
$201,263
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,532
shares
|
$201,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,525
shares
|
$200,819
0.01% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,486
shares
|
$199,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
4,472
shares
|
$198,467
0.16% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
4,455
shares
|
$197,712
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,427
shares
|
$196,470
0.01% of portfolio
|
Q3 2025
Added 15.44%
|
|