INVESCO DIVIDEND ACHIEVERS E PFM
$55.93
+1.0% 52w: $46.09 – $55.93
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data46.0951.0155.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
134
+6 QoQ
13F value
$388.1M
-5.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PFM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.8M | $94.2M | 0.0% | +1.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 919.7K | $47.0M | 0.0% | +6.1% |
| MORGAN STANLEY | Bank broker | 674.6K | $34.5M | 0.0% | -9.4% |
| Flaharty Asset Management, LLC | Wealth advisor | 500.0K | $25.5M | 3.2% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 268.1K | $13.7M | 0.0% | -3.5% |
| Clearstead Advisors, LLC | Wealth advisor | 228.8K | $11.7M | 0.1% | -44.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 217.1K | $11.1M | 0.0% | +5.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 208.5K | $10.5M | 0.0% | +16.4% |
| Wealthspire Retirement, LLC | Wealth advisor | 113.6K | $5.8M | 0.3% | -1.1% |
| Focus Financial Network, Inc. | Wealth advisor | 113.3K | $5.8M | 0.2% | -0.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 100.3K | $5.1M | 0.0% | -0.5% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 95.9K | $4.9M | 0.1% | +0.2% |
| CHOREO, LLC | Wealth advisor | 93.7K | $4.8M | 0.1% | -1.4% |
| Cetera Investment Advisers | Wealth advisor | 91.3K | $4.7M | 0.0% | -2.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 86.7K | $4.4M | 0.0% | -0.3% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 83.4K | $4.3M | 0.0% | -16.4% |
| Equitable Holdings, Inc. | Wealth advisor | 80.7K | $4.2M | 0.0% | +17.5% |
| UBS Group AG | Bank broker | 81.0K | $4.1M | 0.0% | +7.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 78.3K | $4.0M | 0.0% | -5.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 77.8K | $4.0M | 0.1% | +4.4% |
| ROYAL BANK OF CANADA | Bank broker | 74.0K | $3.8M | 0.0% | +4.4% |
| Everstar Asset Management, LLC | Wealth advisor | 70.4K | $3.6M | 1.9% | +11.8% |
| Mariner, LLC | Diversified mechanical | 70.0K | $3.6M | 0.0% | +1.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 67.7K | $3.5M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 58.4K | $3.0M | 0.0% | +2.8% |
| HighTower Advisors, LLC | Diversified mechanical | 56.4K | $2.9M | 0.0% | -0.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 55.1K | $2.8M | 0.0% | -1.4% |
| SteelPeak Wealth, LLC | Other | 53.9K | $2.8M | 0.1% | +497.3% |
| NESTEGG ADVISORS, INC. | Wealth advisor | 49.6K | $2.5M | 2.2% | +0.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 49.0K | $2.5M | 0.1% | +5.9% |
| Waverly Advisors, LLC | Wealth advisor | 46.7K | $2.4M | 0.0% | +0.4% |
| JPMORGAN CHASE & CO | Bank broker | 47.0K | $2.4M | 0.0% | +40.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 45.6K | $2.3M | 0.0% | +0.5% |
| Private Advisor Group, LLC | Wealth advisor | 45.3K | $2.3M | 0.0% | -1.8% |
| Atlas Private Wealth Advisors | Wealth advisor | 42.9K | $2.2M | 0.5% | -5.0% |
| Institute for Wealth Management, LLC. | Other | 38.9K | $2.0M | 0.2% | -2.6% |
| MAI Capital Management | Wealth advisor | 37.4K | $1.9M | 0.0% | -0.8% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 32.3K | $1.6M | 0.1% | -2.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 25.2K | $1.3M | 0.0% | -18.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 24.0K | $1.2M | 0.0% | +5.8% |
| Strategies Wealth Advisors, LLC | Wealth advisor | 23.5K | $1.2M | 0.1% | +0.1% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 22.7K | $1.2M | 0.0% | +1.2% |
| Composition Wealth, LLC | Wealth advisor | 22.5K | $1.1M | 0.0% | -1.2% |
| FMR LLC | Long only active | 21.8K | $1.1M | 0.0% | +11.3% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 18.6K | $1.0M | 0.1% | -4.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 19.4K | $990K | 0.0% | -30.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 17.9K | $915K | 0.0% | New |
| Lido Advisors, LLC | Wealth advisor | 17.2K | $881K | 0.0% | 0.0% |
| Truvestments Capital LLC | Other | 17.1K | $871K | 0.2% | +2.5% |
| Merit Financial Group, LLC | Wealth advisor | 16.2K | $828K | 0.0% | -13.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.