INVESCO FTSE RAFI US 1500 SM (PRFZ) Institutional Ownership
PRFZ is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.02M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.02M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's PRFZ position is now estimated to be worth approximately $1.17M, representing an estimated gain of +14.09% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward INVESCO FTSE RAFI US 1500 SM (PRFZ).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $1,021,387 | 22,267 |
| Q4 2025 | 1 | $1,042,300 | 22,713 |
| Q3 2025 | 1 | $1,048,567 | 23,086 |
| Q2 2025 | 1 | $661,336 | 16,261 |
| Q1 2025 | 1 | $587,663 | 15,522 |
| Q4 2024 | 1 | $642,833 | 15,449 |
| Q3 2024 | 1 | $453,934 | 10,925 |
| Q2 2024 | 1 | $402,950 | 10,565 |
| Q1 2024 | 1 | $371,000 | 9,445 |
| Q4 2023 | 1 | $345,883 | 9,226 |
| Q3 2023 | 1 | $465 | 14,100 |
| Q2 2023 | 1 | $378 | 2,200 |
Related PRFZ Institutional Insights:
- PRFZ Institutional Ownership & Insiders Activity
- PRFZ Institutional Ownership & 13F Activity
- PRFZ Top Institutional Shareholders
- PRFZ Institutional Buying Activity
- PRFZ Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- PRFZ Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings