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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
6,099
shares
|
$387,774
0.06% of portfolio
|
Q3 2025
Added 29.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,761
shares
|
$366,284
0.0% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,674
shares
|
$360,752
0.01% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
5,654
shares
|
$359,481
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
5,627
shares
|
$357,764
0.01% of portfolio
|
Q3 2025
Added 22.78%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,496
shares
|
$349,435
0.0% of portfolio
|
Q3 2025
Added 56.09%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,462
shares
|
$347,273
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,120
shares
|
$325,529
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
5,086
shares
|
$323,367
0.06% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,023
shares
|
$319,362
0.0% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
4,922
shares
|
$312,940
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
4,831
shares
|
$307,154
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,795
shares
|
$304,866
0.01% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,753
shares
|
$302,195
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
4,536
shares
|
$288,398
0.05% of portfolio
|
Q3 2025
Reduced 27.77%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
4,531
shares
|
$288,080
0.12% of portfolio
|
Q2 2022
Reduced 10.81%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,498
shares
|
$285,982
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,414
shares
|
$280,642
0.05% of portfolio
|
Q3 2025
Reduced 57.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,283
shares
|
$272,313
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,238
shares
|
$269,452
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
4,219
shares
|
$268,244
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,215
shares
|
$267,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,185
shares
|
$266,082
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,084
shares
|
$259,660
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,981
shares
|
$253,111
0.0% of portfolio
|
Q3 2025
Added 12.11%
|
|