INVESCO DIVIDEND ACHIEVERS E (PFM) Institutional Shareholders
INVESCO DIVIDEND ACHIEVERS E (PFM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $364.46M in PFM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PFM tracked by InsiderSet, reporting ownership valued at approximately $94.18M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $103.96M, representing an estimated gain of +10.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed PFM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO DIVIDEND ACHIEVERS E (PFM).
This page ranks the largest institutional PFM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
139
Total Reported Value
$364.46M
Largest Holder
Lpl Financial Llc
Largest Position
$94.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 1,843,400 | $94,182,805 | $103,963,889 | +$9,781,084 | +10.39% | |
| Raymond James Financial Inc | 0.01% | 919,679 | $46,988,111 | $51,867,964 | +$4,879,853 | +10.39% | |
| Morgan Stanley | 0.00% | 674,607 | $34,466,987 | $38,046,418 | +$3,579,431 | +10.39% | |
| Bank Of America Corp | 0.00% | 268,123 | $13,698,737 | $15,121,574 | +$1,422,837 | +10.39% | |
| Clearstead Advisors, Llc | 0.11% | 228,840 | $11,691,884 | $12,906,095 | +$1,214,211 | +10.39% | |
| Wells Fargo & Company/Mn | 0.00% | 217,122 | $11,093,175 | $12,245,225 | +$1,152,050 | +10.39% | |
| Jones Financial Companies Lllp | 0.01% | 208,529 | $10,454,609 | $11,760,598 | +$1,305,989 | +12.49% | |
| Focus Financial Network, Inc. | 0.19% | 113,600 | $6,299,605 | $6,406,801 | +$107,196 | +1.70% | |
| Wealthspire Retirement, Llc | 0.35% | 113,619 | $5,805,025 | $6,407,873 | +$602,848 | +10.38% | |
| Rockefeller Capital Management L.P. | 0.01% | 100,252 | $5,122,082 | $5,654,002 | +$531,920 | +10.38% | |
| Citizens Financial Group Inc/Ri | 0.07% | 95,870 | $4,898,159 | $5,406,867 | +$508,708 | +10.39% | |
| Choreo, Llc | 0.06% | 93,718 | $4,788,231 | $5,285,498 | +$497,267 | +10.39% | |
| Cetera Investment Advisers | 0.00% | 91,348 | $4,667,168 | $5,151,835 | +$484,667 | +10.38% | |
| Baird Financial Group, Inc. | 0.01% | 86,707 | $4,430,025 | $4,890,093 | +$460,068 | +10.39% | |
| Td Waterhouse Canada Inc. | 0.01% | 77,041 | $4,264,219 | $4,344,951 | +$80,732 | +1.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 75,672 | $4,196,347 | $4,267,742 | +$71,395 | +1.70% | |
| Everstar Asset Management, Llc | 2.02% | 75,326 | $4,177,142 | $4,248,228 | +$71,086 | +1.70% | |
| Equitable Holdings, Inc. | 0.03% | 80,732 | $4,158,077 | $4,553,115 | +$395,038 | +9.50% | |
| Ubs Group Ag | 0.00% | 81,044 | $4,140,700 | $4,570,711 | +$430,011 | +10.38% | |
| Creativeone Wealth, Llc | 0.09% | 77,778 | $3,973,825 | $4,386,516 | +$412,691 | +10.39% | |
| Royal Bank Of Canada | 0.00% | 73,958 | $3,778,000 | $4,171,076 | +$393,076 | +10.40% | |
| Mariner, Llc | 0.00% | 70,003 | $3,576,583 | $3,948,022 | +$371,439 | +10.39% | |
| Susquehanna International Group, Llp | 0.00% | 67,700 | $3,458,921 | $3,818,138 | +$359,217 | +10.39% | |
| Osaic Holdings, Inc. | 0.00% | 58,397 | $2,983,777 | $3,293,468 | +$309,691 | +10.38% | |
| Hightower Advisors, Llc | 0.00% | 56,415 | $2,882,293 | $3,181,688 | +$299,395 | +10.39% | |
| Kingswood Wealth Advisors, Llc | 0.11% | 50,861 | $2,820,485 | $2,868,454 | +$47,969 | +1.70% | |
| Private Advisor Group, Llc | 0.01% | 50,542 | $2,802,772 | $2,850,463 | +$47,691 | +1.70% | |
| Cpc Advisors, Llc | 0.37% | 49,813 | $2,762,375 | $2,809,349 | +$46,974 | +1.70% | |
| Nestegg Advisors, Inc. | 1.93% | 49,277 | $2,732,609 | $2,779,119 | +$46,510 | +1.70% | |
| Flaharty Asset Management, Llc | 3.77% | 47,080 | $2,633,913 | $2,655,213 | +$21,300 | +0.81% | |
| Waverly Advisors, Llc | 0.02% | 46,732 | $2,387,639 | $2,635,587 | +$247,948 | +10.38% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,598 | $2,329,668 | $2,571,631 | +$241,963 | +10.39% | |
| Atlas Private Wealth Advisors | 0.52% | 42,887 | $2,191,166 | $2,418,737 | +$227,571 | +10.39% | |
| Institute For Wealth Management, Llc. | 0.19% | 38,929 | $2,158,758 | $2,195,514 | +$36,756 | +1.70% | |
| Mai Capital Management | 0.01% | 37,357 | $1,908,648 | $2,106,856 | +$198,208 | +10.38% | |
| J.W. Cole Advisors, Inc. | 0.03% | 32,289 | $1,790,581 | $1,821,032 | +$30,451 | +1.70% | |
| Independent Financial Group, Llc | 0.02% | 23,619 | $1,309,769 | $1,332,062 | +$22,293 | +1.70% | |
| Mml Investors Services, Llc | 0.00% | 25,207 | $1,287,865 | $1,421,622 | +$133,757 | +10.39% | |
| Bank Of Montreal | 0.00% | 23,972 | $1,224,775 | $1,351,970 | +$127,195 | +10.39% | |
| Strategies Wealth Advisors, Llc | 0.12% | 23,494 | $1,200,372 | $1,325,012 | +$124,640 | +10.38% | |
| Fmr Llc | 0.00% | 21,794 | $1,113,501 | $1,229,136 | +$115,635 | +10.38% | |
| Composition Wealth, Llc | 0.01% | 18,690 | $1,036,432 | $1,054,077 | +$17,645 | +1.70% | |
| Cfs Investment Advisory Services, Llc | 0.07% | 18,349 | $1,026,272 | $1,034,845 | +$8,573 | +0.84% | |
| Bank Of New York Mellon Corp | 0.00% | 19,375 | $989,903 | $1,092,709 | +$102,806 | +10.39% | |
| Goldman Sachs Group Inc | 0.00% | 17,905 | $914,800 | $1,009,804 | +$95,004 | +10.39% | |
| Merit Financial Group, Llc | 0.01% | 16,169 | $896,621 | $911,898 | +$15,277 | +1.70% | |
| Flagship Harbor Advisors, Llc | 0.03% | 16,167 | $896,522 | $911,785 | +$15,263 | +1.70% | |
| Lido Advisors, Llc | 0.00% | 17,241 | $880,863 | $972,356 | +$91,493 | +10.39% | |
| Truvestments Capital Llc | 0.16% | 17,050 | $871,112 | $961,584 | +$90,472 | +10.39% | |
| Umb Bank, N.A. | 0.01% | 16,000 | $817,470 | $902,366 | +$84,896 | +10.39% |
Frequently asked questions about PFM
Who owns the most PFM stock?
The largest holders of PFM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO DIVIDEND ACHIEVERS E (PFM).
Is PFM widely held by superinvestors?
Many widely followed stocks like PFM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.