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 $411.93M 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 $100.42M in its June 30, 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 $99.47M, representing an estimated loss of -0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
141
Total Reported Value
$411.93M
Largest Holder
Lpl Financial Llc
Largest Position
$100.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,810,945 | $100,424,872 | $99,474,666 | -$950,206 | -0.95% | |
| Raymond James Financial Inc | 0.01% | 910,245 | $50,477,087 | $49,999,485 | -$477,602 | -0.95% | |
| Morgan Stanley | 0.00% | 625,664 | $34,695,839 | $34,367,536 | -$328,303 | -0.95% | |
| Modern Wealth Management, Llc | 0.31% | 466,295 | $25,858,123 | $25,613,444 | -$244,679 | -0.95% | |
| Bank Of America Corp | 0.00% | 271,219 | $15,040,169 | $14,897,978 | -$142,191 | -0.95% | |
| Jones Financial Companies Lllp | 0.01% | 231,529 | $12,789,885 | $12,717,819 | -$72,066 | -0.56% | |
| Wells Fargo & Company/Mn | 0.00% | 225,099 | $12,482,753 | $12,364,621 | -$118,132 | -0.95% | |
| Clearstead Advisors, Llc | 0.11% | 216,816 | $12,023,384 | $11,909,638 | -$113,746 | -0.95% | |
| Royal Bank Of Canada | 0.00% | 193,562 | $10,734,000 | $10,632,303 | -$101,697 | -0.95% | |
| Wealthspire Retirement, Llc | 0.35% | 113,785 | $6,309,864 | $6,250,176 | -$59,688 | -0.95% | |
| Focus Financial Network, Inc. | 0.19% | 113,600 | $6,299,605 | $6,240,014 | -$59,591 | -0.95% | |
| Rockefeller Capital Management L.P. | 0.01% | 99,575 | $5,521,916 | $5,469,625 | -$52,291 | -0.95% | |
| Citizens Financial Group Inc/Ri | 0.06% | 95,589 | $5,300,841 | $5,250,675 | -$50,166 | -0.95% | |
| Baird Financial Group, Inc. | 0.01% | 85,974 | $4,767,637 | $4,722,526 | -$45,111 | -0.95% | |
| Cetera Investment Advisers | 0.00% | 85,292 | $4,729,801 | $4,685,064 | -$44,737 | -0.95% | |
| Choreo, Llc | 0.05% | 81,858 | $4,539,386 | $4,496,435 | -$42,951 | -0.95% | |
| Creativeone Wealth, Llc | 0.09% | 77,461 | $4,295,532 | $4,254,909 | -$40,623 | -0.95% | |
| Td Waterhouse Canada Inc. | 0.01% | 77,041 | $4,264,219 | $4,231,839 | -$32,380 | -0.76% | |
| Commonwealth Equity Services, Llc | 0.01% | 75,672 | $4,196,347 | $4,156,640 | -$39,707 | -0.95% | |
| Ubs Group Ag | 0.00% | 75,525 | $4,188,163 | $4,148,566 | -$39,597 | -0.95% | |
| Everstar Asset Management, Llc | 2.02% | 75,326 | $4,177,142 | $4,137,635 | -$39,507 | -0.95% | |
| Equitable Holdings, Inc. | 0.02% | 75,264 | $4,173,743 | $4,134,229 | -$39,514 | -0.95% | |
| Osaic Holdings, Inc. | 0.00% | 63,337 | $3,512,585 | $3,479,082 | -$33,503 | -0.95% | |
| Kingswood Wealth Advisors, Llc | 0.11% | 50,861 | $2,820,485 | $2,793,779 | -$26,706 | -0.95% | |
| Private Advisor Group, Llc | 0.01% | 50,542 | $2,802,772 | $2,776,257 | -$26,515 | -0.95% | |
| Jpmorgan Chase & Co | 0.00% | 50,537 | $2,800,356 | $2,775,982 | -$24,374 | -0.87% | |
| Cpc Advisors, Llc | 0.37% | 49,813 | $2,762,375 | $2,736,213 | -$26,162 | -0.95% | |
| Nestegg Advisors, Inc. | 1.93% | 49,277 | $2,732,609 | $2,706,771 | -$25,838 | -0.95% | |
| Flaharty Asset Management, Llc | 3.77% | 47,080 | $2,633,913 | $2,586,090 | -$47,823 | -1.82% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 46,970 | $2,604,686 | $2,580,048 | -$24,638 | -0.95% | |
| Waverly Advisors, Llc | 0.01% | 45,523 | $2,524,465 | $2,500,565 | -$23,900 | -0.95% | |
| Atlas Private Wealth Advisors | 0.52% | 42,887 | $2,191,166 | $2,355,770 | +$164,604 | +7.51% | |
| Institute For Wealth Management, Llc. | 0.19% | 38,929 | $2,158,758 | $2,138,358 | -$20,400 | -0.94% | |
| Mai Capital Management | 0.01% | 38,392 | $2,129,001 | $2,108,861 | -$20,140 | -0.95% | |
| Mml Investors Services, Llc | 0.00% | 33,045 | $1,832,514 | $1,815,152 | -$17,362 | -0.95% | |
| J.W. Cole Advisors, Inc. | 0.03% | 32,289 | $1,790,581 | $1,773,625 | -$16,956 | -0.95% | |
| Independent Financial Group, Llc | 0.02% | 23,619 | $1,309,769 | $1,297,385 | -$12,384 | -0.95% | |
| Strategies Wealth Advisors, Llc | 0.12% | 23,508 | $1,303,601 | $1,291,287 | -$12,314 | -0.94% | |
| Bank Of Montreal | 0.00% | 23,178 | $1,285,322 | $1,273,161 | -$12,161 | -0.95% | |
| Fmr Llc | 0.00% | 22,982 | $1,274,445 | $1,262,394 | -$12,051 | -0.95% | |
| Composition Wealth, Llc | 0.01% | 18,690 | $1,036,432 | $1,026,636 | -$9,796 | -0.95% | |
| Cfs Investment Advisory Services, Llc | 0.07% | 18,349 | $1,026,272 | $1,007,905 | -$18,367 | -1.79% | |
| Lido Advisors, Llc | 0.00% | 17,242 | $956,165 | $947,098 | -$9,067 | -0.95% | |
| Truvestments Capital Llc | 0.14% | 16,446 | $912,008 | $903,374 | -$8,634 | -0.95% | |
| Merit Financial Group, Llc | 0.01% | 16,169 | $896,621 | $888,158 | -$8,463 | -0.94% | |
| Flagship Harbor Advisors, Llc | 0.03% | 16,167 | $896,522 | $888,048 | -$8,474 | -0.95% | |
| Umb Bank, N.A. | 0.01% | 16,000 | $887,270 | $878,875 | -$8,395 | -0.95% | |
| Cape Ann Savings Bank | 0.40% | 15,266 | $846,567 | $838,557 | -$8,010 | -0.95% | |
| Bank Of New York Mellon Corp | 0.00% | 15,230 | $844,574 | $836,579 | -$7,995 | -0.95% | |
| Mercer Global Advisors Inc | 0.00% | 15,155 | $840,388 | $832,460 | -$7,928 | -0.94% |
Frequently asked questions about PFM
Who are the largest institutional holders of PFM?
The largest institutional holders of PFM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Morgan Stanley, Modern Wealth Management, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported PFM position.
What is PFM institutional ownership?
This page tracks PFM positions reported by institutional investment managers through SEC Form 13F. INVESCO DIVIDEND ACHIEVERS E (PFM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFM?
InsiderSet currently tracks 141 institutional managers reporting PFM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFM shareholders.
How much PFM stock do institutions own?
Institutional investment managers disclosed approximately $411.93M in PFM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFM institutional ownership last updated?
The latest PFM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFM position after the reporting date.
Are institutions buying or selling PFM?
Institutional buying and selling can be analyzed by comparing PFM positions across consecutive 13F reporting periods. InsiderSet's PFM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFM ownership changes.
How has PFM institutional ownership changed over time?
InsiderSet tracks PFM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.