Who owns PFM?
Invesco Dividend Achievers ETF · Invesco
146 institutions reported holding PFM, worth $422.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $100.4M | 1,810,945 | −32,455 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $50.5M | 910,245 | −9,434 shares |
| Morgan Stanley | New York, NY | $34.7M | 625,664 | −48,943 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $25.9M | 466,295 | New position |
| Bank of America Corp. | Charlotte, NC | $15.0M | 271,219 | +3,096 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $12.8M | 231,529 | +23,000 shares |
| Wells Fargo & Company | San Francisco, CA | $12.5M | 225,099 | +7,977 shares |
| Clearstead Advisors, LLC | Cleveland, OH | $12.0M | 216,816 | −12,024 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $10.7M | 193,562 | +119,604 shares |
| Wealthspire Retirement, LLC | Aliso Viejo, CA | $6.3M | 113,785 | +166 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PFM?
146 institutional managers reported holding PFM in Form 13F filings for June 30, 2026, worth $422.3M in total. The largest reported position was held by LPL Financial LLC, at $100.4M.
Did institutions buy or sell PFM last quarter?
Reported 13F value rose 8.9% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PFM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.