Institutional Ownership Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
11,375,829
shares
|
$723 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,361,446
shares
|
$277 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,364,176
shares
|
$86.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
937,059
shares
|
$59.6 Million
0.0% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
717,398
shares
|
$45.6 Million
0.53% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
650,748
shares
|
$41.4 Million
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
595,972
shares
|
$37.9 Million
2.57% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
514,100
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2025
Added 32.87%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
489,854
shares
|
$31.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
463,127
shares
|
$29.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
374,907
shares
|
$23.8 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
366,369
shares
|
$23.3 Million
10.96% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
248,814
shares
|
$15.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
230,763
shares
|
$14.7 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
225,845
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Added 80.26%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
204,721
shares
|
$13 Million
0.0% of portfolio
|
Q3 2025
Added 39.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
196,842
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
145,784
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
145,755
shares
|
$9.27 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
131,759
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
131,755
shares
|
$8.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
131,755
shares
|
$8.38 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
131,680
shares
|
$8.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
114,909
shares
|
$7.31 Million
0.0% of portfolio
|
Q3 2025
Added 61.9%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
105,664
shares
|
$6.72 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.93%
|
|