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Disclosery

PFM INVESCO EXCHANGE TRADED FD T

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DIVID ACHIEVEV (fund)

146 managers (146 13F filers) reported a position in PFM shares at 2026-06-30, 7,560,546 shares in all. 16 filers opened a position and 6 filers sold out during the quarter.

Managers
146
13F filers
146
New
16
Added
44
Reduced
38
Sold out
6
Shares held by filers
7,560,546

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,810,945$100M0.02%-32,45513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC910,245$50.5M0.01%-9,43413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY625,664$34.7M<0.01%-48,94313F-HRTimelineGroup
Modern Wealth Management, LLC466,295$25.9M0.31%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/271,219$15M<0.01%+3,09613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP231,529$12.8M0.01%+23,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN225,099$12.5M<0.01%+7,97713F-HRTimelineGroup
Clearstead Advisors, LLC216,816$12M0.11%-12,02413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,562$10.7M<0.01%+119,60413F-HRTimelineGroup
Wealthspire Retirement, LLC113,785$6.31M0.35%+16613F-HRTimeline
Focus Financial Network, Inc.113,600$6.3M0.19%+32613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,575$5.52M0.01%-67713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…95,589$5.3M0.06%-28113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,974$4.77M0.01%-73313F-HRTimelineGroup
Cetera Investment Advisers85,292$4.73M<0.01%-6,05613F-HRTimeline
CHOREO, LLC81,858$4.54M0.05%-11,86013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC77,461$4.3M0.09%-31713F-HRTimelineGroup
TD Waterhouse Canada Inc.77,041$4.26M0.01%-6,31313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,672$4.2M0.01%-2,64013F-HRTimeline
UBS Group AGin group UBS Group AG75,525$4.19M<0.01%-5,51913F-HRTimelineGroup
Everstar Asset Management, LLC75,326$4.18M2.02%+4,97213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,264$4.17M0.02%-5,46813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,337$3.51M<0.01%+4,94013F-HRTimelineGroup
HighTower Advisors, LLC56,783$3.15M<0.01%+36813F-HRTimeline
Cambridge Investment Research Advisors,…55,423$3.07M0.01%+32013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC50,861$2.82M0.11%+1,90813F-HRTimeline
Private Advisor Group, LLC50,542$2.8M0.01%+5,24313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,537$2.8M<0.01%+3,49213F-HRTimelineGroup
CPC Advisors, LLC49,813$2.76M0.37%new13F-HRTimeline
NESTEGG ADVISORS, INC.49,277$2.73M1.93%-29813F-HRTimeline
Flaharty Asset Management, LLC47,080$2.63M3.77%-452,93713F-HRTimeline
Steward Partners Investment Advisory, L…46,970$2.6M0.01%+1,37213F-HRTimeline
Waverly Advisors, LLC45,523$2.52M0.01%-1,20913F-HRTimeline
Atlas Private Wealth Advisors41,162$2.28M0.5%-1,72513F-HRTimeline
Institute for Wealth Management, LLC.38,929$2.16M0.19%+213F-HRTimeline
MAI Capital Management38,392$2.13M0.01%+1,03513F-HRTimeline
MML INVESTORS SERVICES, LLC33,045$1.83M<0.01%+7,83813F-HRTimeline
J.W. COLE ADVISORS, INC.32,289$1.79M0.03%+1013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,619$1.31M0.02%+91713F-HRTimeline
Strategies Wealth Advisors, LLC23,508$1.3M0.12%+1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,178$1.29M<0.01%-79413F-HRTimelineGroup
FMR LLCin group FMR LLC22,982$1.27M<0.01%+1,18813F-HRTimelineGroup
Composition Wealth, LLC18,690$1.04M0.01%-3,76613F-HRTimeline
CFS Investment Advisory Services, LLC18,349$1.03M0.07%-24513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,242$956K<0.01%+113F-HRTimelineGroup
Truvestments Capital LLC16,446$912K0.14%-60413F-HRTimeline
Merit Financial Group, LLC16,169$897K0.01%-3113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC16,167$897K0.03%+90113F-HRTimeline
UMB Bank, n.a.16,000$887K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPE ANN SAVINGS BANK15,266$847K0.4%+6113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,230$845K<0.01%-4,14513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,155$840K<0.01%+5,57713F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,988$831K<0.01%+2,07313F-HRTimelineGroup
EP Wealth Advisors, LLC14,832$822K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,709$816K<0.01%-52,99113F-HRTimelineGroup
Koshinski Asset Management, Inc.14,170$786K0.04%013F-HRTimeline
Bond & Devick Financial Network, Inc.13,561$752K0.19%013F-HRTimeline
EASTERN BANK12,569$697K0.01%+7,06713F-HRTimeline
GreatBanc Trust CO12,150$674K0.42%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,149$674K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,042$668K<0.01%+3013F-HRTimelineGroup
Advisory Services Network, LLC12,014$666K0.01%-30713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,684$648K<0.01%-6,22113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,292$626K<0.01%-44213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,220$622K<0.01%+1,43813F-HRTimelineGroup
Florida Trust Wealth Management Co10,550$585K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,305$571K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning10,295$571K<0.01%-46013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,850$549K<0.01%+4,25013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,646$535K0.01%-613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,243$513K<0.01%+53813F-HRTimelineGroup
Aptus Capital Advisors, LLC9,040$501K<0.01%013F-HRTimeline
WBH ADVISORY INC9,007$500K0.03%-13913F-HRTimeline
Janney Montgomery Scott LLC8,270$459K<0.01%+66213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,372$409K<0.01%-1,00013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO7,119$395K0.03%+2513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,500$360K0.03%+50013F-HRTimeline
PMG Wealth Management, Inc.6,485$360K0.22%013F-HRTimeline
GTS SECURITIES LLC6,445$357K0.01%new13F-HRTimeline
IBEX WEALTH ADVISORS6,428$356K0.03%-2,05013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,400$355K<0.01%013F-HRTimeline
Sovran Advisors, LLC6,003$342K0.03%+29213F-HRTimeline
Caldwell Trust Co6,148$341K0.03%013F-HRTimeline
Accurate Wealth Management, LLC5,913$331K0.03%new13F-HRTimeline
Rodgers & Associates, LTD5,894$327K0.03%013F-HRTimeline
PRIVATE TRUST CO NA5,866$325K0.03%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,811$322K<0.01%-57813F-HRTimelineGroup
Sanctuary Advisors, LLC5,811$322K<0.01%+813F-HRTimeline
Gotham Asset Management, LLC5,649$313K<0.01%013F-HRTimeline
NewEdge Advisors, LLC5,553$308K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC5,269$292K<0.01%+73513F-HRTimeline
Financial Guidance Group, Inc.5,120$284K0.11%013F-HRTimeline
Connecticut Wealth Management, LLC5,000$277K0.01%013F-HRTimeline
New Insight Wealth Advisors4,942$274K0.08%new13F-HRTimeline
IHT Wealth Management, LLC4,681$260K0.01%-48913F-HRTimeline
Revisor Wealth Management LLC4,664$259K0.06%013F-HRTimeline
Briaud Financial Planning Inc4,574$254K0.07%013F-HRTimeline
Modera Wealth Management, LLC4,355$242K<0.01%013F-HRTimeline
Goodwin Investment Advisory4,255$236K0.48%new13F-HRTimeline
HB Wealth Management, LLC4,235$235K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,154$233K<0.01%-14613F-HRTimeline
Haverford Trust Co4,170$231K<0.01%013F-HRTimeline
HRT FINANCIAL LP4,144$229K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,978$221K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC3,941$219K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,786$210K<0.01%013F-HRTimeline
Allworth Financial LP3,205$178K<0.01%+1313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,871$159K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,715$151K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,641$146K<0.01%+2,63913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,591$144K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,425$134K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,343$130K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2,258$125K0.07%013F-HRTimeline
Capital Investment Advisory Services, L…1,950$108K0.01%013F-HRTimeline
AlphaCore Capital LLC1,930$107K<0.01%+613F-HRTimeline
LANARK FINANCIAL, INC.1,650$91.5K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,571$87.1K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,430$79.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,425$79K<0.01%013F-HRTimeline
American Capital Advisory, LLC1,358$75.3K0.03%013F-HRTimeline
TSFG, LLC1,230$68K0.01%+413F-HRTimeline
Federation des caisses Desjardins du Qu…1,175$65.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,111$61.6K<0.01%013F-HRTimelineGroup
CITY HOLDING CO1,044$57.9K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,020$56.6K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.777$43.1K<0.01%+313F-HRTimeline
Advanced Asset Management Advisors Inc690$38.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management688$38.1K<0.01%+213F-HRTimelineGroup
Golden State Wealth Management, LLC591$32.8K<0.01%-46213F-HRTimeline
WEBSTER BANK, N. A.570$31.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…547$30.3K<0.01%013F-HRTimelineGroup
Tidemark, LLC541$30K0.01%+113F-HRTimeline
LGT Financial Advisors LLC500$27.7K0.15%013F-HRTimeline
Global Retirement Partners, LLC404$22.4K<0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC299$16.6K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC270$15K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…225$12.5K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc200$11.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC198$11K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…173$9.59K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC150$8.32K<0.01%13F-HRTimeline
BFSG, LLC148$8.21K<0.01%-14513F-HRTimeline
Blue Trust, Inc.38$2.12K<0.01%new13F-HRTimeline
AE Wealth Management LLC25$1.39K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC18$998<0.01%013F-HRTimeline